Merge pull request 'Feat/messaging ui foundation' (#6) from feat/messaging-ui-foundation into dev

Reviewed-on: #6

docs/email-attachments-plan.md

@@ -0,0 +1,67 @@
+# Email Attachments — Implementation Plan
+
+**Owner:** Maaz · **Repo:** `iios` (`packages/iios-service`) · Extends the SMTP provider + mail plumbing.
+
+## Goal
+
+Let an external email carry attachments (e.g. an invoice PDF). The kernel already STORES attachments
+as message parts (`contentRef` + mime + size); the media `StoragePort` holds the bytes. The one gap is
+the **email envelope** — `SmtpProvider` (and the payload) don't carry attachments. Close that.
+
+## Design (locked)
+
+- **Payload carries REFS, not bytes:** the EMAIL payload gains
+  `attachments?: [{ filename, contentRef, mimeType? }]`. Refs keep the outbound-command ledger small
+  (and keep T8's PII redaction cheap) — bytes are fetched at send time.
+- **Resolver seam:** `AttachmentResolver = (contentRef) => Promise<{ filename?; content: Buffer; contentType? } | null>`.
+  `SmtpProvider` takes an optional resolver; on send it resolves each ref and attaches
+  (nodemailer `attachments: [{ filename, content, contentType }]`).
+- **Fail closed on a missing attachment:** if a declared attachment can't be resolved, the send is
+  `FAILED` (so it retries) — NOT sent without it. A receipt/invoice missing its file is worse than a
+  retry. (No resolver wired at all + attachments present → also FAILED, same reasoning.)
+- **Wiring:** `MediaModule` exports `STORAGE_PORT`; `CapabilityModule` imports `MediaModule`;
+  `CapabilityProviderRegistry` `@Optional() @Inject(STORAGE_PORT)` → builds the resolver from
+  `storage.get(contentRef)` → passes it to `SmtpProvider`. `@Optional` so contexts without storage
+  still boot (attachments simply can't resolve → FAILED if any are declared).
+- **Scope:** SMTP path only. The HTTP relay `EmailProvider` attachment support is a separate follow-up
+  (it would base64 the bytes into the relay POST). INTERNAL/mirror attachments already work via message
+  parts and are not this plan.
+
+## Files
+
+```
+src/capability/smtp.provider.ts        # attachments in EmailPayload + resolve+attach in send()
+src/capability/smtp.provider.spec.ts   # attach resolved bytes; missing → FAILED
+src/capability/capability.registry.ts  # inject STORAGE_PORT → resolver → SmtpProvider
+src/capability/capability.module.ts     # import MediaModule
+src/media/media.module.ts               # export STORAGE_PORT
+src/templates/templated-sender.ts       # accept + pass `attachments`
+src/mail/mail.service.ts                # accept + pass `attachments` (external send)
+```
+
+## Tasks (TDD)
+
+**T1 — SmtpProvider attaches / fails closed**
+- Inject a stub resolver. Tests: two refs → nodemailer `attachments` has both (filename + content +
+  contentType); a ref the resolver returns `null` for → outcome `FAILED`, nothing sent; no attachments
+  in payload → unchanged (plain send still SENT).
+
+**T2 — registry wires the resolver from STORAGE_PORT**
+- `MediaModule` exports `STORAGE_PORT`; `CapabilityModule` imports `MediaModule`; registry injects it
+  `@Optional`. Test: with a fake storage bound, `forChannel('EMAIL')` SMTP resolves an attachment;
+  without storage, the registry still constructs (attachments would FAIL, but boot is fine).
+
+**T3 — pass-through: TemplatedSender + MailService**
+- `sendTemplated`/`sendExternalWithMirror` accept `attachments` and place them in the EMAIL payload.
+  Tests: the outbound command's payload carries the attachment refs.
+
+**T4 — gate + real send**
+- Full suite + boundary + build. Manual: a real Ethereal send with a small attachment → SENT, and the
+  Ethereal message shows the attachment.
+
+## Risks
+- **Fail-closed is deliberate** — don't silently send an invoice email without the invoice.
+- **Payload holds refs, not bytes** — so the ledger and T8 redaction stay small; the resolver reads
+  bytes only at send time.
+- **`@Optional` storage** — a context without `STORAGE_PORT` boots fine but can't send attachments;
+  that's correct (fail-closed), not a silent drop.

docs/inbox-mirror-internal-delivery-plan.md

@@ -0,0 +1,113 @@
+# Inbox Mirror + INTERNAL Delivery — Implementation Plan
+
+**Owner:** Maaz · **Repo:** `iios` (`packages/iios-service`) · **Purpose:** every message the app
+sends appears in the customer's in-app inbox; and users can send app-to-app "mail" with no SMTP.
+
+## Goal
+
+Two capabilities on one mechanism:
+1. **Mirror** — when an external EMAIL is sent, also record it as an in-app interaction so the
+   customer sees a copy in their CRM inbox. Vivek: *"जो भी communication…उसकी एक copy inbox में चाहिए ही चाहिए."*
+2. **INTERNAL delivery** — a user sends a mail-style message (subject + body) to another user with
+   **no SMTP**; it lands only in the recipient's in-app inbox. Vivek: *"app-to-app…without smtp."*
+
+Both reduce to the same primitive: **render a template → create an `Interaction(kind=EMAIL)` with
+subject + HTML + TEXT parts on a thread.** External additionally does the SMTP send (already built).
+
+## Architectural guardrail (carried from the earlier inbox work)
+
+This is the **mail-style inbox (a projection over `Interaction`s)** — NOT the `InboxItem` work-surface.
+- An email/message becomes an `Interaction(kind=EMAIL)` on a thread. The inbox view lists interactions.
+- An `InboxItem` is created ONLY when the projector decides action is needed (NEEDS_REPLY/MENTION) —
+  that's the existing projector, unchanged. **We do not write InboxItems here.** Mixing them is the
+  KG-15 "inbox fatigue" failure.
+
+## What already exists (reuse, do NOT rebuild)
+
+- `IngestService.ingest(req, idempotencyKey)` — the generic create-an-interaction entry: resolves
+  source handle → actor → channel → thread, writes `Interaction` (kind from `req.kind`) + parts +
+  outbox event, idempotent per (scope, idempotencyKey). Inbound email already uses it to make
+  `EMAIL` interactions with HTML/TEXT parts — **the exact model for the outbound mirror.**
+- `TemplateService.render()` (exported) → `{subject, html, text}`.
+- `TemplatedSender.sendTemplated()` → SMTP egress (built).
+- `IiosMessagePartKind` has `HTML` + `TEXT`; `IiosInteractionKind` has `EMAIL`.
+
+## Design (locked)
+
+- **New `MailService`** (new `src/mail/` module) orchestrates `TemplateService` + `IngestService` +
+  `TemplatedSender` + `ActorResolver`. Templates/outbound stay unaware of each other.
+  - `postInternal(...)` — render → `ingest()` an `EMAIL` interaction on a per-email thread. No SMTP.
+  - `sendExternalWithMirror(...)` — render → `TemplatedSender.sendTemplated()` (SMTP) → **and** mirror
+    via `ingest()` **iff the recipient is a registered user** (timing rule below).
+- **Visibility (resolved review finding):** `ingest()` creates the interaction + thread but adds NO
+  participants, and `listThreads` shows only threads where the caller is a participant. So after each
+  ingest the MailService `ensureParticipant`s **both** the sender's actor and the recipient's actor
+  (`ActorResolver.resolveActor` → `ensureParticipant`). Without this the mirror is invisible.
+- **`ingest()` returns `threadId`** — used directly to add the two participants.
+- **Rendered content → parts:** part 0 `HTML` (bodyHtml), part 1 `TEXT` (bodyText); `subject` → the
+  thread subject (email threads share a subject). Attachments are the separate attachments plan.
+- **Idempotency:** the ingest idempotencyKey = the send's key (e.g. `mirror:<stripe_session>`), so a
+  retried send never doubles the inbox copy.
+- **Reply/threading:** `parentInteractionId` for in-thread replies (already modeled); a mirrored
+  email's `inReplyTo` maps to the parent interaction.
+
+## The timing rule (locked, from the meeting)
+
+**Mirror only AFTER the recipient is registered.** The welcome/receipt go out *before* registration —
+there is no in-app inbox to mirror into yet. So `sendExternalWithMirror` mirrors only when the target
+resolves to a registered actor; pre-registration sends are email-only. Vivek: *"just time app pe
+register kar liya, uske baad se jitna communication…uske inbox mein chahiye."*
+
+## Thread model (DECIDED: one thread per email)
+
+**Each send is its own thread / inbox entry; a reply threads onto it.** Matches email semantics and
+pairs with the reply (`parentInteractionId`) feature. Implementation: the ingest `externalThreadId`
+is **derived from the send's idempotency key**, so a retried send reuses the same thread (no dupe)
+while distinct emails get distinct threads. A reply posts onto the parent's thread.
+
+## Files
+
+```
+src/mail/mail.service.ts        # new — postInternal, sendExternalWithMirror
+src/mail/mail.service.spec.ts   # new — DB-backed
+src/mail/mail.module.ts         # new — imports TemplateModule + AdaptersModule + interactions
+src/mail/mail.controller.ts     # new? — OR extend template.controller with a `deliverInternal` route
+```
+(Whether INTERNAL gets its own HTTP route or rides the template controller is a small call made at build time.)
+
+## Task-by-task (TDD) — pending the thread-model decision
+
+**T1 — `renderToParts()` helper**: `{subject,html,text}` → `IngestInteractionRequest.parts` +
+thread subject. Test: HTML+TEXT parts produced; empty parts omitted.
+
+**T2 — `postInternal()`**: render an INTERNAL template → `ingest()` an `EMAIL` interaction on the
+thread between sender + recipient (thread model per the decision). Test: interaction created with
+kind EMAIL + parts; idempotent per key; lands on the recipient's thread.
+
+**T3 — `sendExternalWithMirror()`**: render → `sendTemplated` (SMTP/sandbox) → mirror `ingest()`
+**only if** the recipient resolves to a registered actor. Test: registered → one outbound command +
+one mirror interaction; unregistered → outbound only, no mirror; idempotent (replay → no dupes).
+
+**T4 — controller/module wiring + HTTP verify** (route for INTERNAL send; mirror invoked from the
+external send path). Boot + drive over HTTP against the sandbox.
+
+**T5 — gate**: full suite + boundary + build; manual: send external → confirm a mirror interaction
+appears on the recipient's thread.
+
+## Out of scope (follow-ons)
+- **Frontend mail-inbox view** — surfacing `EMAIL` interactions as a mail-style inbox in the CRM
+  (the current CRM inbox is the InboxItem work-surface; the mail view is separate UI).
+- **Attachments** (separate plan). **Stripe webhook** (be-crm) — the trigger.
+
+## Risks
+- **Don't write InboxItems here** (KG-15). Interactions only; the projector owns InboxItems.
+- **Idempotency must cover BOTH** the SMTP send and the mirror ingest, or a retried webhook doubles
+  the inbox copy. Same key threaded through both.
+- **Unregistered recipients:** resolving "is this a registered user?" must be cheap and correct, or a
+  pre-registration send could either error or wrongly mirror into a non-existent inbox.
+- **Review finding — recipient participation:** `ingest()` resolves and attaches the *source* actor.
+  For the interaction to appear in the *recipient's* inbox, the **recipient must be a thread
+  participant.** T2/T3 must ensure this — either by making the thread's participant set include the
+  recipient at create time, or an explicit `ensureParticipant` after ingest. A mirror the recipient
+  isn't a participant of is invisible — silent failure. Cover it with an assertion in the tests
+  ("recipient can list the thread / the interaction shows in their inbox query").

docs/smtp-provider-plan.md

@@ -0,0 +1,139 @@
+# SMTP Provider — Implementation Plan
+
+**Owner:** Maaz · **Repo:** `iios` (`packages/iios-service`) · **Purpose:** make external email *actually leave the building* (welcome / receipt), the critical path for Friday.
+
+## Goal
+
+Add an `SmtpProvider` so the `EMAIL` channel delivers via real SMTP (`accounts@lynkeduppro.com`,
+fallback `ceo@lynkeduppro.com`) instead of the sandbox. The template module already renders and
+queues to the `EMAIL` channel; this is the one piece between "queued (SENT via sandbox)" and "the
+customer receives it." From the meeting: *"जो पहला जा रहा है, वो SMTP से जा रहा है, क्योंकि हमें तुरंत चाहिए."*
+
+## What already exists (do NOT rebuild)
+
+- `CapabilityProvider { name, channelTypes, capabilities, send(req) }` — the seam.
+- `CapabilityProviderRegistry` binds a provider per channel: **sandbox by default**; `EmailProvider`
+  (HTTP) when `IIOS_PROVIDER_URL_EMAIL` is set. Unknown channels fail closed.
+- `OutboundService.send` → `CapabilityBroker` (policy + obligations) → the bound provider. Idempotency,
+  rate limits, ledger, provenance all upstream — untouched.
+- `req.payload` for EMAIL is `{ subject, text, html, inReplyTo }` (from `TemplatedSender`).
+
+## Design decisions (locked)
+
+| # | Decision | Why |
+|---|---|---|
+| 1 | New `SmtpProvider implements CapabilityProvider`, `channelTypes=['EMAIL']`, via **nodemailer** | The established provider pattern; nodemailer is the standard SMTP client |
+| 2 | **Env-driven activation**, like `IIOS_PROVIDER_URL_EMAIL` | Off by default (sandbox); flip on by setting SMTP env — no code change to enable |
+| 3 | **Registry precedence for EMAIL: SMTP > HTTP > sandbox** | SMTP is the intended prod path; HTTP relay stays available; sandbox is the safe default |
+| 4 | **Transporter is injected** (constructor takes a `Transporter` or a factory) | SMTP is untestable against a live server in CI; inject a stub/`jsonTransport` to assert the envelope |
+| 5 | **Optional fallback sender** (`accounts@` primary → `ceo@` on failure) | The meeting's fallback: if the primary mailbox send fails, retry once via the fallback identity |
+| 6 | **Never throw** — a transport error returns `{ outcome: 'FAILED', errorCode }` | Adapter doctrine; the command is marked FAILED, the caller isn't broken |
+
+## Config (env)
+
+```
+IIOS_SMTP_HOST=smtp.<mail-host>          # e.g. smtp.gmail.com (Google Workspace)
+IIOS_SMTP_PORT=587
+IIOS_SMTP_SECURE=false                    # true for 465, false for 587/STARTTLS
+IIOS_SMTP_USER=accounts@lynkeduppro.com
+IIOS_SMTP_PASS=<app password>             # Workspace App Password, NOT the account password
+IIOS_SMTP_FROM="LynkedUp Pro <accounts@lynkeduppro.com>"   # defaults to USER
+# optional fallback identity used only if the primary send FAILS
+IIOS_SMTP_FALLBACK_USER=ceo@lynkeduppro.com
+IIOS_SMTP_FALLBACK_PASS=<app password>
+IIOS_SMTP_FALLBACK_FROM="Justin Johnson <ceo@lynkeduppro.com>"
+```
+
+Activation rule: `SmtpProvider` is bound for `EMAIL` iff `IIOS_SMTP_HOST` + `IIOS_SMTP_USER` +
+`IIOS_SMTP_PASS` are all set. Fallback transporter built only if the `_FALLBACK_*` trio is set.
+
+## Files
+
+```
+src/capability/smtp.provider.ts        # new — the provider
+src/capability/smtp.provider.spec.ts   # new — injected-transport tests
+src/capability/capability.registry.ts  # modify — bind SMTP for EMAIL when configured (precedence)
+package.json                           # add nodemailer + @types/nodemailer
+```
+
+## Contract
+
+```ts
+interface SmtpIdentity { host: string; port: number; secure: boolean; user: string; pass: string; from: string }
+
+class SmtpProvider implements CapabilityProvider {
+  readonly name = 'smtp';
+  readonly channelTypes = ['EMAIL'];
+  readonly capabilities = { canSend: true };
+  // `makeTransport` is injectable so tests pass a stub / nodemailer jsonTransport.
+  constructor(primary: SmtpIdentity, fallback?: SmtpIdentity, makeTransport?: (id: SmtpIdentity) => Transporter) {}
+  async send(req: CapabilityRequest): Promise<ProviderResult>;
+}
+```
+
+`send()` builds the mail from `req.target` (recipient) + `req.payload`:
+```
+{ from, to: req.target, subject, text, html,
+  inReplyTo?, references?,           // threading, from payload.inReplyTo
+  messageId }                        // generated; returned as providerRef so replies can thread
+```
+Primary transporter sends; on throw, if a fallback identity exists, retry once via it; still failing
+→ `FAILED`. Success → `{ outcome: 'SENT', providerRef: messageId, latencyMs }`.
+
+**Review findings folded in:**
+- **`providerRef` = nodemailer's returned `info.messageId`**, not a hand-generated id — nodemailer
+  stamps the real `Message-ID` it sent, which is what a reply's `In-Reply-To` will actually match.
+- **Fallback only on PRE-acceptance failures** (connection refused, auth failure, timeout) — NOT on
+  an error raised after the SMTP server already accepted the message. Retrying a post-acceptance
+  failure via the fallback identity would **double-deliver**. `send()` inspects the error (nodemailer
+  `err.responseCode` / code) and falls back only when the server never accepted.
+- **Registry precedence is registration ORDER:** `register()` does `byChannel.set(ch, provider)`, so
+  the LAST registration for `EMAIL` wins. Bind sandbox first (all channels), then HTTP `EmailProvider`
+  if its URL is set, then `SmtpProvider` **last** if SMTP env is set → SMTP > HTTP > sandbox falls out.
+
+## Task-by-task (TDD)
+
+Each: failing test → red → implement → green → commit. Tests inject a stub transporter (no network).
+
+**T1 — provider skeleton + config parse**
+- `smtpIdentityFromEnv()` reads the env trio; returns null if incomplete.
+- Test: full env → identity; missing pass → null; fallback trio → fallback identity.
+
+**T2 — `send()` builds the correct envelope**
+- Inject a recording stub transporter. Test: `from`/`to`/`subject`/`html`/`text` map from target+payload;
+  `inReplyTo` → header set when present; `messageId` generated and returned as `providerRef`; outcome `SENT`.
+
+**T3 — failure handling + fallback**
+- Stub throws on primary. Test: with a fallback identity → retries via fallback, `SENT` via fallback
+  transporter; without fallback → `FAILED` with `errorCode`, **never throws**.
+
+**T4 — registry precedence**
+- `capability.registry.spec` (or extend): with SMTP env set, `forChannel('EMAIL')` returns the SMTP
+  provider (not sandbox/HTTP); with only `IIOS_PROVIDER_URL_EMAIL` → HTTP; with neither → sandbox.
+- The registry reads env in its constructor, so each case sets env, constructs a fresh
+  `CapabilityProviderRegistry`, asserts, then restores env (mirror the env save/restore other specs use).
+
+**T5 — gate + manual real send**
+- `vitest run` (all), `boundary`, `build` green.
+- **Manual (ops):** point env at a real mailbox (or nodemailer **Ethereal** test SMTP for a no-mailbox
+  end-to-end), boot, `POST /v1/templates/send` the `welcome` seed to your own address, confirm receipt
+  and that From = `accounts@lynkeduppro.com`.
+
+## Error handling
+- Incomplete SMTP env → provider not bound → EMAIL falls back to sandbox (no accidental silent prod send).
+- Transport failure → `FAILED` on the command (+ delivery attempt), never thrown.
+- Fallback used → `providerRef` notes the fallback identity for audit.
+
+## Risks / prerequisites
+- 🔴 **Rotate `Qwerty@a2` BEFORE enabling.** This is the switch that turns queued sends into real
+  emails to real addresses — a forgeable IIOS token now reaches customer inboxes under your brand.
+- **Workspace App Password, not the account password** (2FA accounts reject the raw password over SMTP).
+- **Deliverability:** SPF + DKIM + DMARC on `lynkeduppro.com` or mail lands in spam. Ops task, before real customers.
+- **Sending limits:** Google Workspace SMTP ≈ 2000/day. Fine — instant welcome/receipt is low volume; the
+  drip goes via Mailchimp, not SMTP.
+- **Test safety:** never point CI/test env at a real mailbox; tests use an injected stub, the manual step
+  uses Ethereal or a throwaway inbox.
+
+## Out of scope (separate plans)
+Attachments over SMTP (extends `EmailPayload` + this provider); the inbox mirror / INTERNAL delivery
+(no SMTP dependency).

packages/iios-contracts/src/ingest.ts

@@ -27,6 +27,7 @@ export interface IngestInteractionRequest {
     bodyText?: string;
     contentRef?: string;
     mimeType?: string;
+    sizeBytes?: number;
   }>;
   occurredAt: string;
   providerEventId?: string;

packages/iios-kernel-client/src/rest.ts

@@ -1,5 +1,5 @@
 import type { IngestInteractionRequest } from '@insignia/iios-contracts';
-import type { Message, InboxItem, InboxState, Ticket, TicketState, CallbackRequest, RouteBinding, RouteDecision, AiArtifact, AiJobResult, Meeting, MeetingActionItem, ThreadSummary, SavedItem, LoginResult } from './types';
+import type { Message, InboxItem, InboxState, Ticket, TicketState, CallbackRequest, RouteBinding, RouteDecision, AiArtifact, AiJobResult, Meeting, MeetingActionItem, ThreadSummary, DiscoveredThread, SavedItem, LoginResult } from './types';
 
 export interface RestConfig {
   serviceUrl: string;
@@ -103,6 +103,27 @@ export class RestClient {
     return this.post<{ threadId: string }>('/v1/threads', opts);
   }
 
+  /**
+   * Discover threads across your scope matching an opaque metadata filter (e.g. browse public
+   * channels: `{ membership: 'channel', visibility: 'public' }`). Returns ones you have NOT joined
+   * too, each flagged `joined`.
+   */
+  async discoverThreads(filter?: { metadata?: Record<string, string> }): Promise<DiscoveredThread[]> {
+    const qs = filter?.metadata
+      ? '?' + Object.entries(filter.metadata).map(([k, v]) => `metadata[${encodeURIComponent(k)}]=${encodeURIComponent(v)}`).join('&')
+      : '';
+    const r = await fetch(this.url(`/v1/threads/discover${qs}`), { headers: this.headers() });
+    if (!r.ok) throw new Error(`discoverThreads ${r.status}`);
+    return (await r.json()) as DiscoveredThread[];
+  }
+
+  /** Self-leave a thread (e.g. leave a channel). */
+  async leaveThread(threadId: string): Promise<{ threadId: string; participantCount: number }> {
+    const r = await fetch(this.url(`/v1/threads/${threadId}/me`), { method: 'DELETE', headers: this.headers() });
+    if (!r.ok) throw new Error(`leaveThread ${r.status}`);
+    return (await r.json()) as { threadId: string; participantCount: number };
+  }
+
   /** My saved messages (personal bookmarks), newest first, with thread context. */
   async listSaved(): Promise<SavedItem[]> {
     const r = await fetch(this.url('/v1/threads/my-annotations?type=save'), { headers: this.headers() });

packages/iios-kernel-client/src/types.ts

@@ -64,6 +64,15 @@ export interface MessageEvents {
   annotation: (e: AnnotationEvent) => void;
 }
 
+/** A discoverable thread from GET /v1/threads/discover — includes ones you have NOT joined. */
+export interface DiscoveredThread {
+  threadId: string;
+  subject: string | null;
+  metadata: Record<string, unknown> | null;
+  participantCount: number;
+  joined: boolean;
+}
+
 /** A "my threads" entry from GET /v1/threads (server-authoritative). */
 export interface ThreadSummary {
   threadId: string;

packages/iios-messaging-ui/package.json

@@ -0,0 +1,65 @@
+{
+  "name": "@insignia/iios-messaging-ui",
+  "version": "0.1.0",
+  "type": "module",
+  "main": "dist/index.js",
+  "module": "dist/index.js",
+  "types": "dist/index.d.ts",
+  "exports": {
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js"
+    },
+    "./adapters/mock": {
+      "types": "./dist/adapters/mock.d.ts",
+      "import": "./dist/adapters/mock.js"
+    },
+    "./adapters/kernel-client": {
+      "types": "./dist/adapters/kernel-client.d.ts",
+      "import": "./dist/adapters/kernel-client.js"
+    },
+    "./adapters/mock-inbox": {
+      "types": "./dist/adapters/mock-inbox.d.ts",
+      "import": "./dist/adapters/mock-inbox.js"
+    },
+    "./conformance": {
+      "types": "./dist/conformance.d.ts",
+      "import": "./dist/conformance.js"
+    },
+    "./styles.css": "./dist/styles.css"
+  },
+  "files": [
+    "dist"
+  ],
+  "scripts": {
+    "build": "tsup",
+    "typecheck": "tsc --noEmit",
+    "test": "vitest run"
+  },
+  "peerDependencies": {
+    "@insignia/iios-kernel-client": "*",
+    "react": ">=18",
+    "react-dom": ">=18"
+  },
+  "peerDependenciesMeta": {
+    "@insignia/iios-kernel-client": {
+      "optional": true
+    }
+  },
+  "devDependencies": {
+    "@insignia/iios-kernel-client": "workspace:*",
+    "@testing-library/dom": "^10.4.0",
+    "@testing-library/react": "^16.1.0",
+    "@types/react": "^19.0.0",
+    "@types/react-dom": "^19.0.0",
+    "jsdom": "^26.0.0",
+    "react": "^19.0.0",
+    "react-dom": "^19.0.0",
+    "tsup": "^8.3.5",
+    "typescript": "^5.7.3",
+    "vitest": "^3.0.5"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
+  }
+}

packages/iios-messaging-ui/src/adapter.ts

@@ -0,0 +1,83 @@
+import type {
+  Attachment,
+  ChannelSummary,
+  Conversation,
+  CreateChannelInput,
+  Membership,
+  Message,
+  MessageEvent,
+  Person,
+  SendOpts,
+  Unsubscribe,
+} from './types';
+
+/**
+ * The one seam of this SDK. Hosts implement this; the SDK renders it.
+ *
+ * Lifted from lynkeduppro-crm's MessengerData/ThreadData, which already survived
+ * two implementations (live data-door + mock) — the minimum real evidence that a
+ * seam is genuine rather than imagined.
+ *
+ * Optional methods degrade gracefully: the UI hides the reaction picker when
+ * `react` is absent, and the attach button when `upload` is absent. That is how one
+ * component set serves both a full CRM messenger and a stripped-down widget with no
+ * `mode` prop.
+ */
+export interface MessagingAdapter {
+  listConversations(): Promise<Conversation[]>;
+
+  openThread(p: { participantIds: string[]; membership?: Membership; subject?: string }): Promise<{ threadId: string }>;
+
+  history(threadId: string): Promise<Message[]>;
+
+  send(threadId: string, content: string, opts?: SendOpts): Promise<Message>;
+
+  /** Returns an unsubscribe fn. Implementations MUST be idempotent on repeat unsubscribe. */
+  subscribe(threadId: string, cb: (e: MessageEvent) => void): Unsubscribe;
+
+  sendTyping(threadId: string): void;
+
+  markRead(threadId: string, messageId: string): Promise<void>;
+
+  /**
+   * The current user's actor id, or null if not yet known.
+   *
+   * MUST NOT be inferred from message history. The CRM's bug was exactly that:
+   * scanning for a sent message meant every message read as not-yours until you
+   * had spoken. Adapters derive this from auth/session.
+   */
+  currentActorId(): string | null;
+
+  /** Absent => the UI hides reactions entirely. */
+  react?(threadId: string, messageId: string, emoji: string): Promise<void>;
+
+  /** Absent => the UI hides attachments. Storage/auth/limits are the host's concern. */
+  upload?(file: File): Promise<Attachment>;
+
+  /** Absent => treated as always connected (e.g. a pure-REST adapter). */
+  isConnected?(): boolean;
+
+  /** A thread's members (id + display name), for @mention autocomplete + highlighting.
+   *  Absent => the composer offers no autocomplete (you can still type @text). */
+  listMembers?(threadId: string): Promise<Person[]>;
+
+  /** The people you can start a conversation with (org directory). Drives the "New message"
+   *  people picker. Absent => the UI hides DM/group creation (you can still open channels). */
+  directory?(): Promise<Person[]>;
+
+  // ── Channels (optional capability) ──────────────────────────────
+  // A channel is just a third membership beyond dm/group: a discoverable, joinable room.
+  // Implement all four to enable the channels UI; absent => the UI hides channels entirely.
+
+  /** Discoverable channels in the caller's scope, each flagged `joined`. */
+  browseChannels?(): Promise<ChannelSummary[]>;
+
+  /** Create a channel; the creator joins as admin. Returns the new thread id. */
+  createChannel?(input: CreateChannelInput): Promise<{ threadId: string }>;
+
+  /** Join a (public) channel by id. */
+  joinChannel?(threadId: string): Promise<void>;
+
+  /** Leave a channel by id. */
+  leaveChannel?(threadId: string): Promise<void>;
+}

packages/iios-messaging-ui/src/adapters/kernel-client.test.ts

@@ -0,0 +1,153 @@
+// Runs the shared adapter conformance suite against KernelClientAdapter — proving it satisfies
+// the same contract as the mock, over the REAL MessageSocket facade. Only the lowest socket.io
+// layer is faked (via kernel-client's own SocketLike seam), so the facade's wire mapping is
+// exercised for real. No live IIOS required.
+
+import { describe, it, expect } from 'vitest';
+import { MessageSocket } from '@insignia/iios-kernel-client';
+import type { Message as KernelMessage, SocketLike } from '@insignia/iios-kernel-client';
+import { runAdapterConformance } from '../conformance';
+import { KernelClientAdapter, type RestPort } from './kernel-client';
+
+const ME = 'me';
+const SEEDED = 'th_seed';
+
+/** An in-memory stand-in for the /message socket.io namespace: stores messages, echoes 'message'. */
+function makeFakeSocket(): SocketLike {
+  const threads = new Map<string, KernelMessage[]>([
+    [
+      SEEDED,
+      [
+        {
+          id: 'seed_1',
+          threadId: SEEDED,
+          senderActorId: 'actor_other',
+          senderId: 'pp_other',
+          senderName: 'Other',
+          content: 'seeded message',
+          createdAt: new Date(0).toISOString(),
+        },
+      ],
+    ],
+  ]);
+  const handlers = new Map<string, Set<(...a: unknown[]) => void>>();
+  let seq = 1;
+
+  const fire = (event: string, payload: unknown): void => handlers.get(event)?.forEach((h) => h(payload));
+
+  return {
+    on(event, handler) {
+      if (!handlers.has(event)) handlers.set(event, new Set());
+      handlers.get(event)!.add(handler);
+      return undefined;
+    },
+    off(event, handler) {
+      handlers.get(event)?.delete(handler);
+      return undefined;
+    },
+    emit() {
+      return undefined; // typing/focus — no echo needed for conformance
+    },
+    async emitWithAck(event, payload) {
+      const p = (payload ?? {}) as {
+        threadId: string;
+        content?: string;
+        parentInteractionId?: string;
+        interactionId?: string;
+        type?: string;
+        value?: string;
+      };
+      if (event === 'open_thread') {
+        if (!threads.has(p.threadId)) threads.set(p.threadId, []);
+        return { threadId: p.threadId, status: 'OPEN', history: [...threads.get(p.threadId)!] };
+      }
+      if (event === 'send_message') {
+        const msg: KernelMessage = {
+          id: `m_${seq++}`,
+          threadId: p.threadId,
+          senderActorId: `actor_${ME}`,
+          senderId: ME,
+          senderName: ME,
+          content: p.content ?? '',
+          createdAt: new Date().toISOString(),
+          ...(p.parentInteractionId ? { parentInteractionId: p.parentInteractionId } : {}),
+        };
+        if (!threads.has(p.threadId)) threads.set(p.threadId, []);
+        threads.get(p.threadId)!.push(msg);
+        fire('message', msg);
+        return msg;
+      }
+      if (event === 'read') return { ok: true };
+      if (event === 'annotate') {
+        fire('annotation', {
+          threadId: p.threadId,
+          interactionId: p.interactionId,
+          type: p.type,
+          value: p.value,
+          op: 'add',
+          users: [ME],
+          userId: ME,
+        });
+        return {};
+      }
+      return {};
+    },
+    connect() {
+      return undefined;
+    },
+    disconnect() {
+      return undefined;
+    },
+    connected: true,
+  };
+}
+
+function makeFakeRest(): RestPort {
+  let seq = 1;
+  return {
+    async listThreads() {
+      return [];
+    },
+    async createThread() {
+      return { threadId: `th_new_${seq++}` };
+    },
+    async addParticipant() {
+      /* governed server-side; a fake always allows */
+    },
+    async discoverThreads() {
+      return [
+        {
+          threadId: 'th_pub',
+          subject: 'general',
+          metadata: { membership: 'channel', visibility: 'public', topic: 'Company-wide' },
+          participantCount: 3,
+          joined: false,
+        },
+      ];
+    },
+    async leaveThread(threadId) {
+      return { threadId, participantCount: 0 };
+    },
+  };
+}
+
+function makeAdapter(): KernelClientAdapter {
+  const socket = new MessageSocket({ serviceUrl: 'http://iios.test', token: 'tok', autoConnect: false }, makeFakeSocket());
+  return new KernelClientAdapter({ currentUserId: ME, socket, rest: makeFakeRest() });
+}
+
+runAdapterConformance({ makeAdapter, seededThreadId: SEEDED, openWith: ['pp_a'] });
+
+describe('KernelClientAdapter channels', () => {
+  it('browse maps discovered public channels; create/join/leave delegate to the transport', async () => {
+    const adapter = makeAdapter();
+    const list = await adapter.browseChannels!();
+    expect(list[0]).toMatchObject({ threadId: 'th_pub', name: 'general', visibility: 'public', joined: false, memberCount: 3, topic: 'Company-wide' });
+
+    const { threadId } = await adapter.createChannel!({ name: 'design', topic: 'UI', visibility: 'public' });
+    expect(typeof threadId).toBe('string');
+
+    await expect(adapter.joinChannel!('th_pub')).resolves.toBeUndefined();
+    await expect(adapter.leaveChannel!('th_pub')).resolves.toBeUndefined();
+  });
+});

packages/iios-messaging-ui/src/adapters/kernel-client.ts

@@ -0,0 +1,303 @@
+// Transport adapter: implements MessagingAdapter over @insignia/iios-kernel-client
+// (browser → IIOS directly, token-in). This is the "plug into any app with a token"
+// path — the same transport chat-web and support-sdk use.
+//
+// It lives in adapters/ (the ONLY layer allowed to import a transport) and ships from
+// its own subpath, so core UI never pulls socket code it can't use.
+
+import { MessageSocket, RestClient } from '@insignia/iios-kernel-client';
+import type {
+  AnnotationEvent,
+  DiscoveredThread,
+  Message as KernelMessage,
+  MessageEvents,
+  OpenThreadResult,
+  ReceiptEvent,
+  ThreadSummary,
+  TypingEvent,
+} from '@insignia/iios-kernel-client';
+import type { MessagingAdapter } from '../adapter';
+import type {
+  ChannelSummary,
+  ChannelVisibility,
+  Conversation,
+  CreateChannelInput,
+  Membership,
+  Message,
+  MessageEvent,
+  Reaction,
+  SendOpts,
+  Unsubscribe,
+} from '../types';
+
+/** The slice of MessageSocket the adapter needs — the real facade satisfies it; tests inject a fake. */
+export interface SocketPort {
+  openThread(threadId?: string, opts?: { membership?: string; creatorRole?: string; subject?: string }): Promise<OpenThreadResult>;
+  sendMessage(threadId: string, content: string, opts?: { parentInteractionId?: string; mentions?: string[] }): Promise<KernelMessage>;
+  react(threadId: string, interactionId: string, value: string): Promise<void>;
+  markRead(threadId: string, interactionId: string): Promise<{ ok: boolean }>;
+  typing(threadId: string): void;
+  on<E extends keyof MessageEvents>(event: E, handler: MessageEvents[E]): () => void;
+}
+
+/** The slice of RestClient the adapter needs. */
+export interface RestPort {
+  listThreads(filter?: { metadata?: Record<string, string> }): Promise<ThreadSummary[]>;
+  createThread(opts: { membership?: string; creatorRole?: string; subject?: string; metadata?: Record<string, unknown> }): Promise<{ threadId: string }>;
+  addParticipant(threadId: string, userId: string): Promise<void>;
+  discoverThreads(filter?: { metadata?: Record<string, string> }): Promise<DiscoveredThread[]>;
+  leaveThread(threadId: string): Promise<{ threadId: string; participantCount: number }>;
+}
+
+export interface KernelClientAdapterConfig {
+  /**
+   * The current user's id in IIOS's `senderId` space (email/username), from the host's auth —
+   * NEVER inferred from message history. This is exactly `currentActorId()`, and it's the bug the
+   * conformance suite kills: identity comes from the session, not from a message you happened to send.
+   */
+  currentUserId: string;
+  socket: SocketPort;
+  rest: RestPort;
+  /** Optional opaque metadata filter for the conversation list (e.g. { source: 'crm-messenger' }). */
+  threadFilter?: Record<string, string>;
+}
+
+const REACTION = 'reaction';
+
+export class KernelClientAdapter implements MessagingAdapter {
+  private readonly me: string;
+  private readonly socket: SocketPort;
+  private readonly rest: RestPort;
+  private readonly threadFilter?: Record<string, string>;
+
+  /** Per-thread UI subscribers. The socket fans server events in; these fan them out. */
+  private readonly listeners = new Map<string, Set<(e: MessageEvent) => void>>();
+  /** Reaction users per message (messageId → emoji → userSet), so an annotation delta becomes a full set. */
+  private readonly reactions = new Map<string, Map<string, Set<string>>>();
+  private readonly joined = new Set<string>();
+  private readonly offs: Array<() => void> = [];
+
+  constructor(cfg: KernelClientAdapterConfig) {
+    this.me = cfg.currentUserId;
+    this.socket = cfg.socket;
+    this.rest = cfg.rest;
+    this.threadFilter = cfg.threadFilter;
+
+    this.offs.push(
+      this.socket.on('message', (m: KernelMessage) => {
+        this.ingestReactions(m);
+        this.emit(m.threadId, { kind: 'message', message: this.toMessage(m) });
+      }),
+    );
+    this.offs.push(
+      this.socket.on('typing', (e: TypingEvent) => this.emit(e.threadId, { kind: 'typing', userId: e.userId })),
+    );
+    this.offs.push(
+      // Receipts carry no threadId, so fan to every open thread; the UI filters by messageId.
+      this.socket.on('receipt', (e: ReceiptEvent) => this.broadcast({ kind: 'receipt', messageId: e.interactionId, actorId: e.actorId })),
+    );
+    this.offs.push(
+      this.socket.on('annotation', (e: AnnotationEvent) => {
+        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) });
+      }),
+    );
+  }
+
+  currentActorId(): string {
+    return this.me;
+  }
+
+  async listConversations(): Promise<Conversation[]> {
+    const threads = await this.rest.listThreads(this.threadFilter ? { metadata: this.threadFilter } : undefined);
+    return threads.map((t) => this.toConversation(t));
+  }
+
+  async openThread(p: { participantIds: string[]; membership?: Membership; subject?: string }): Promise<{ threadId: string }> {
+    const membership: Membership = p.membership ?? (p.participantIds.length === 1 ? 'dm' : 'group');
+    const { threadId } = await this.rest.createThread({
+      membership,
+      creatorRole: membership === 'group' ? 'ADMIN' : 'MEMBER',
+      ...(p.subject ? { subject: p.subject } : {}),
+    });
+    // Governance (DM cap, roles) is enforced server-side by IIOS/OPA; a rejected add surfaces up there.
+    for (const id of p.participantIds) await this.rest.addParticipant(threadId, id).catch(() => undefined);
+    return { threadId };
+  }
+
+  async history(threadId: string): Promise<Message[]> {
+    const res = await this.socket.openThread(threadId); // joins the thread, so live events start flowing
+    this.joined.add(threadId);
+    return res.history.map((m) => {
+      this.ingestReactions(m);
+      return this.toMessage(m);
+    });
+  }
+
+  async send(threadId: string, content: string, opts?: SendOpts): Promise<Message> {
+    // Attachments are intentionally not forwarded here: kernel-client exposes no media/presign yet,
+    // and the SDK Attachment carries a display `url`, not a storage `contentRef`. Media is a follow-up
+    // (kernel-client media methods + a contentRef on Attachment). Text + reply threading work today.
+    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.toMessage(m);
+  }
+
+  async react(threadId: string, messageId: string, emoji: string): Promise<void> {
+    await this.socket.react(threadId, messageId, emoji);
+  }
+
+  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.joined.has(threadId)) {
+      this.joined.add(threadId);
+      void this.socket.openThread(threadId).catch(() => this.joined.delete(threadId));
+    }
+    return () => {
+      this.listeners.get(threadId)?.delete(cb);
+    };
+  }
+
+  sendTyping(threadId: string): void {
+    this.socket.typing(threadId);
+  }
+
+  async markRead(threadId: string, messageId: string): Promise<void> {
+    await this.socket.markRead(threadId, messageId);
+  }
+
+  // ── Channels ────────────────────────────────────────────────────
+  async browseChannels(): Promise<ChannelSummary[]> {
+    const found = await this.rest.discoverThreads({ metadata: { membership: 'channel', visibility: 'public' } });
+    return found.map((d) => {
+      const bag = (d.metadata as { topic?: string; visibility?: string } | null) ?? {};
+      const visibility: ChannelVisibility = bag.visibility === 'private' ? 'private' : 'public';
+      return {
+        threadId: d.threadId,
+        name: d.subject ?? 'channel',
+        topic: bag.topic ?? null,
+        visibility,
+        memberCount: d.participantCount,
+        joined: d.joined,
+      };
+    });
+  }
+
+  async createChannel(input: CreateChannelInput): Promise<{ threadId: string }> {
+    return this.rest.createThread({
+      membership: 'channel',
+      creatorRole: 'ADMIN',
+      subject: input.name,
+      metadata: { visibility: input.visibility, ...(input.topic ? { topic: input.topic } : {}) },
+    });
+  }
+
+  async joinChannel(threadId: string): Promise<void> {
+    // Self-join is a governed open_thread; OPA allows it for a public channel.
+    await this.socket.openThread(threadId);
+    this.joined.add(threadId);
+  }
+
+  async leaveChannel(threadId: string): Promise<void> {
+    await this.rest.leaveThread(threadId);
+    this.joined.delete(threadId);
+  }
+
+  /** Detach socket handlers. Not part of the contract — call on teardown to avoid leaks. */
+  close(): void {
+    for (const off of this.offs) off();
+    this.offs.length = 0;
+    this.listeners.clear();
+  }
+
+  // ── mapping ────────────────────────────────────────────────────
+  private toMessage(m: KernelMessage): Message {
+    return {
+      id: m.id,
+      // `senderId` (email/username), NOT the actor id — it matches currentActorId() and is the
+      // reliable "is this mine?" field. Never inferred from history.
+      actorId: m.senderId ?? null,
+      text: m.content ?? '',
+      at: m.createdAt,
+      parentInteractionId: m.parentInteractionId ?? null,
+      reactions: this.reactionsOf(m.id),
+    };
+  }
+
+  private toConversation(t: ThreadSummary): Conversation {
+    const others = t.participants.filter((p) => p !== this.me);
+    const membership: Membership | null =
+      t.membership === 'dm' || t.membership === 'group' || t.membership === 'channel' ? t.membership : null;
+    const topic = (t.metadata as { topic?: string } | null)?.topic;
+    return {
+      threadId: t.threadId,
+      title: t.subject?.trim() || others.join(', ') || 'Conversation',
+      subject: t.subject,
+      membership,
+      participants: [...t.participants],
+      unread: t.unread,
+      ...(topic != null ? { topic } : {}),
+      ...(t.lastMessage ? { lastMessage: t.lastMessage } : {}),
+      ...(t.lastAt ? { lastAt: t.lastAt } : {}),
+    };
+  }
+
+  // ── 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));
+  }
+}
+
+/** Convenience: build an adapter that talks straight to IIOS with a token. */
+export function connectKernelAdapter(opts: {
+  serviceUrl: string;
+  token: string;
+  currentUserId: string;
+  threadFilter?: Record<string, string>;
+  autoConnect?: boolean;
+}): KernelClientAdapter {
+  const rest = new RestClient({ serviceUrl: opts.serviceUrl, token: opts.token });
+  const socket = new MessageSocket({ serviceUrl: opts.serviceUrl, token: opts.token, autoConnect: opts.autoConnect ?? true });
+  return new KernelClientAdapter({
+    currentUserId: opts.currentUserId,
+    socket,
+    rest,
+    ...(opts.threadFilter ? { threadFilter: opts.threadFilter } : {}),
+  });
+}

packages/iios-messaging-ui/src/adapters/mock-inbox.ts

@@ -0,0 +1,109 @@
+import type { InboxAdapter } from '../inbox/adapter';
+import type { InboxItem, InboxState, MailAttachment, MailMessage, MailPerson } from '../inbox/types';
+
+const PEOPLE: MailPerson[] = [
+  { id: 'pp_sofia', name: 'Sofia Ramirez', kind: 'staff' },
+  { id: 'pp_dan', name: 'Dan Whitaker', kind: 'staff' },
+  { id: 'cust_acme', name: 'Acme Roofing (Client)', kind: 'customer' },
+];
+
+interface MockMail {
+  subject: string;
+  messages: MailMessage[];
+}
+
+/**
+ * In-memory inbox for demos/tests. State is PER INSTANCE. Seeds a few work items (mention,
+ * needs-reply, alert) plus mail threads that fold into the Open view as MAIL rows.
+ */
+export class MockInboxAdapter implements InboxAdapter {
+  private seq = 100;
+  private readonly items: InboxItem[];
+  private readonly threads = new Map<string, MockMail>();
+  /** threadIds that surface as standalone MAIL rows (in addition to work items). */
+  private readonly mailFold = ['mt_welcome', 'mt_invoice'];
+
+  constructor(private readonly now: () => string = () => new Date().toISOString()) {
+    const at = this.now();
+    this.items = [
+      { id: 'in_1', kind: 'MENTION', state: 'OPEN', title: 'Sofia mentioned you', summary: '@you — can you confirm the Henderson scope?', priority: 'HIGH', threadId: 'mt_mention', createdAt: at },
+      { id: 'in_2', kind: 'NEEDS_REPLY', state: 'OPEN', title: 'Reply needed — Storm response', summary: 'Dan: crew rolling out at 7', priority: 'MEDIUM', threadId: 'mt_storm', createdAt: at },
+      { id: 'in_3', kind: 'SYSTEM_ALERT', state: 'OPEN', title: 'Ticket TK-204 updated', summary: 'Customer replied on the roof-leak case.', priority: 'LOW', createdAt: at },
+    ];
+    this.threads.set('mt_mention', {
+      subject: 'Henderson scope',
+      messages: [{ id: 'm1', actorId: 'pp_sofia', kind: 'EMAIL', at, html: '<p>Can you confirm the <b>Henderson</b> scope by EOD?</p>', text: 'Can you confirm the Henderson scope by EOD?', attachment: null }],
+    });
+    this.threads.set('mt_storm', {
+      subject: 'Storm response — East side',
+      messages: [{ id: 'm2', actorId: 'pp_dan', kind: 'EMAIL', at, html: '<p>Crew is rolling out at 7. Confirm the Henderson job?</p>', text: 'Crew rolling out at 7. Confirm the Henderson job?', attachment: null }],
+    });
+    this.threads.set('mt_welcome', {
+      subject: 'Welcome to the Founders Club',
+      messages: [{ id: 'm3', actorId: 'system', kind: 'EMAIL', at, 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 }],
+    });
+    this.threads.set('mt_invoice', {
+      subject: 'Invoice #1042 — Acme Roofing',
+      messages: [{ id: 'm4', actorId: 'cust_acme', kind: 'EMAIL', at, html: '<p>Attached is invoice <b>#1042</b> for the East-side job.</p>', text: 'Attached is invoice #1042 for the East-side job.', attachment: null }],
+    });
+  }
+
+  async listInbox(state?: InboxState): Promise<InboxItem[]> {
+    const showMail = !state || state === 'OPEN';
+    const work = this.items.filter((i) => (state ? i.state === state : true));
+    const mail: InboxItem[] = showMail
+      ? this.mailFold.map((tid) => {
+          const t = this.threads.get(tid)!;
+          const last = t.messages[t.messages.length - 1];
+          return {
+            id: `mail:${tid}`,
+            kind: 'MAIL',
+            state: 'OPEN' as InboxState,
+            title: t.subject,
+            ...(last?.text ? { summary: last.text } : {}),
+            priority: 'LOW',
+            threadId: tid,
+            createdAt: last?.at ?? this.now(),
+          };
+        })
+      : [];
+    return [...mail, ...work];
+  }
+
+  async transition(id: string, state: InboxState): Promise<void> {
+    const item = this.items.find((i) => i.id === id);
+    if (item) item.state = state;
+  }
+
+  async mailHistory(threadId: string): Promise<MailMessage[]> {
+    return [...(this.threads.get(threadId)?.messages ?? [])];
+  }
+
+  async mailReply(threadId: string, content: string, attachment?: MailAttachment): Promise<void> {
+    const t = this.threads.get(threadId);
+    if (t) t.messages = [...t.messages, { id: `r_${this.seq++}`, actorId: 'me', kind: 'MESSAGE', at: this.now(), html: null, text: content || null, attachment: attachment ?? null }];
+  }
+
+  async uploadAttachment(file: File): Promise<MailAttachment> {
+    return { contentRef: `mock/${this.seq++}`, mimeType: file.type || 'application/octet-stream', sizeBytes: file.size, filename: file.name };
+  }
+
+  async directory(): Promise<MailPerson[]> {
+    return [...PEOPLE];
+  }
+
+  async composeInternal(recipientUserId: string, subject: string, text: string, attachments?: MailAttachment[]): Promise<void> {
+    const threadId = `mt_${this.seq++}`;
+    this.threads.set(threadId, { subject, messages: [{ id: `m_${this.seq++}`, actorId: 'me', kind: 'EMAIL', at: this.now(), html: `<p>${text}</p>`, text, attachment: attachments?.[0] ?? null }] });
+    this.mailFold.unshift(threadId);
+    void recipientUserId;
+  }
+
+  async composeExternal(target: string, subject: string, text: string, attachments?: MailAttachment[]): Promise<void> {
+    // A mock external send has no in-app thread — no-op beyond acknowledging.
+    void target;
+    void subject;
+    void text;
+    void attachments;
+  }
+}

packages/iios-messaging-ui/src/adapters/mock.ts

@@ -0,0 +1,252 @@
+import type { MessagingAdapter } from '../adapter';
+import type {
+  Attachment,
+  ChannelSummary,
+  ChannelVisibility,
+  Conversation,
+  CreateChannelInput,
+  Membership,
+  Message,
+  MessageEvent,
+  Person,
+  SendOpts,
+  Unsubscribe,
+} from '../types';
+
+const ME = 'me';
+
+export const MOCK_PEOPLE: Person[] = [
+  { 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: Message[];
+  topic?: string | null;
+  visibility?: ChannelVisibility;
+}
+
+const nameById = new Map(MOCK_PEOPLE.map((p) => [p.id, p.name]));
+
+/**
+ * In-memory adapter for demos and tests. State is PER INSTANCE — the CRM's version
+ * used a module-level Map, which leaks between tests. Each `new MockAdapter()` is
+ * fully isolated.
+ */
+export class MockAdapter implements MessagingAdapter {
+  private seq = 100;
+  private threads = new Map<string, MockThread>();
+  private listeners = new Map<string, Set<(e: MessageEvent) => void>>();
+
+  constructor(private readonly now: () => string = () => new Date().toISOString()) {
+    const seededAt = this.now();
+    this.threads.set('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: seededAt,
+          reactions: [],
+        },
+      ],
+    });
+    this.threads.set('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: seededAt, reactions: [] },
+      ],
+    });
+    // Channels: a joined public one, a joinable public one (I'm NOT in it → shows in browse only),
+    // and a private one I'm a member of.
+    this.threads.set('th_ch_general', {
+      threadId: 'th_ch_general', membership: 'channel', subject: 'general', topic: 'Company-wide chatter',
+      visibility: 'public', participants: [ME, 'pp_dan', 'pp_priya', 'pp_sofia'],
+      messages: [{ id: 'c1', actorId: 'pp_priya', text: 'Welcome to #general 👋', at: seededAt, reactions: [] }],
+    });
+    this.threads.set('th_ch_random', {
+      threadId: 'th_ch_random', membership: 'channel', subject: 'random', topic: 'Non-work banter',
+      visibility: 'public', participants: ['pp_dan', 'pp_sofia'], messages: [],
+    });
+    this.threads.set('th_ch_deals', {
+      threadId: 'th_ch_deals', membership: 'channel', subject: 'deals', topic: 'Big pipeline moves',
+      visibility: 'private', participants: [ME, 'pp_sofia'], messages: [],
+    });
+  }
+
+  currentActorId(): string {
+    return ME;
+  }
+
+  async listConversations(): Promise<Conversation[]> {
+    // Only threads I'm a member of — an un-joined public channel appears in browse, not here.
+    return [...this.threads.values()]
+      .filter((t) => t.participants.includes(ME))
+      .map((t) => {
+        const last = t.messages[t.messages.length - 1];
+        const others = t.participants.filter((p) => p !== ME);
+        return {
+          threadId: t.threadId,
+          title: t.subject || others.map((id) => nameById.get(id) ?? id).join(', ') || 'Conversation',
+          subject: t.subject,
+          membership: t.membership,
+          participants: [...t.participants],
+          unread: 0,
+          ...(t.topic != null ? { topic: t.topic } : {}),
+          ...(last ? { lastMessage: last.text, lastAt: last.at } : {}),
+        };
+      });
+  }
+
+  async browseChannels(): Promise<ChannelSummary[]> {
+    // Public channels are discoverable; private ones only if I'm already a member.
+    return [...this.threads.values()]
+      .filter((t) => t.membership === 'channel' && (t.visibility === 'public' || t.participants.includes(ME)))
+      .map((t) => ({
+        threadId: t.threadId,
+        name: t.subject ?? 'channel',
+        topic: t.topic ?? null,
+        visibility: t.visibility ?? 'public',
+        memberCount: t.participants.length,
+        joined: t.participants.includes(ME),
+      }));
+  }
+
+  async createChannel(input: CreateChannelInput): Promise<{ threadId: string }> {
+    const threadId = `th_ch_${this.seq++}`;
+    this.threads.set(threadId, {
+      threadId,
+      membership: 'channel',
+      subject: input.name,
+      topic: input.topic ?? null,
+      visibility: input.visibility,
+      participants: [ME],
+      messages: [],
+    });
+    return { threadId };
+  }
+
+  async joinChannel(threadId: string): Promise<void> {
+    const t = this.threads.get(threadId);
+    if (t && !t.participants.includes(ME)) t.participants = [...t.participants, ME];
+  }
+
+  async leaveChannel(threadId: string): Promise<void> {
+    const t = this.threads.get(threadId);
+    if (t) t.participants = t.participants.filter((p) => p !== ME);
+  }
+
+  async listMembers(threadId: string): Promise<Person[]> {
+    const t = this.threads.get(threadId);
+    if (!t) return [];
+    return t.participants.map((id) => {
+      if (id === ME) return { id: ME, name: 'You', kind: 'staff' };
+      return MOCK_PEOPLE.find((p) => p.id === id) ?? { id, name: id, kind: 'staff' };
+    });
+  }
+
+  async directory(): Promise<Person[]> {
+    return MOCK_PEOPLE.map((p) => ({ ...p }));
+  }
+
+  async openThread(p: { participantIds: string[]; membership?: Membership; subject?: string }): Promise<{ threadId: string }> {
+    // A DM to someone you already have reuses the existing 1:1 thread (dedupe, like the live door).
+    if ((p.membership ?? (p.participantIds.length === 1 ? 'dm' : 'group')) === 'dm' && p.participantIds.length === 1) {
+      const target = p.participantIds[0];
+      for (const [id, t] of this.threads) {
+        if (t.membership === 'dm' && t.participants.length === 2 && t.participants.includes(ME) && t.participants.includes(target)) {
+          return { threadId: id };
+        }
+      }
+    }
+    const membership = p.membership ?? (p.participantIds.length === 1 ? 'dm' : 'group');
+    const threadId = `th_mock_${this.seq++}`;
+    this.threads.set(threadId, {
+      threadId,
+      membership,
+      subject: p.subject ?? null,
+      participants: [ME, ...p.participantIds],
+      messages: [],
+    });
+    return { threadId };
+  }
+
+  async history(threadId: string): Promise<Message[]> {
+    return [...(this.threads.get(threadId)?.messages ?? [])];
+  }
+
+  async send(threadId: string, content: string, opts?: SendOpts): Promise<Message> {
+    const t = this.threads.get(threadId);
+    if (!t) throw new Error(`Unknown thread: ${threadId}`);
+    const message: Message = {
+      id: `m_${this.seq++}`,
+      actorId: ME,
+      text: content,
+      at: this.now(),
+      reactions: [],
+      ...(opts?.parentInteractionId ? { parentInteractionId: opts.parentInteractionId } : {}),
+      ...(opts?.attachment ? { attachment: opts.attachment } : {}),
+    };
+    t.messages = [...t.messages, message];
+    this.emit(threadId, { kind: 'message', message });
+    return message;
+  }
+
+  async react(threadId: string, messageId: string, emoji: string): Promise<void> {
+    const t = this.threads.get(threadId);
+    if (!t) return;
+    let next: Message | undefined;
+    t.messages = t.messages.map((m) => {
+      if (m.id !== messageId) return m;
+      const existing = (m.reactions ?? []).find((r) => r.emoji === emoji);
+      const reactions = existing
+        ? (m.reactions ?? []).filter((r) => r.emoji !== emoji)
+        : [...(m.reactions ?? []), { emoji, count: 1, mine: true }];
+      next = { ...m, reactions };
+      return next;
+    });
+    if (next) this.emit(threadId, { kind: 'reaction', messageId, reactions: next.reactions ?? [] });
+  }
+
+  async upload(file: File): Promise<Attachment> {
+    return { url: `mock://uploads/${file.name}`, mime: file.type, name: file.name };
+  }
+
+  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);
+    return () => {
+      this.listeners.get(threadId)?.delete(cb);
+    };
+  }
+
+  sendTyping(): void {
+    // No-op: nobody is typing back in a mock.
+  }
+
+  async markRead(): Promise<void> {
+    // No-op: the mock has no second party to report a read.
+  }
+
+  isConnected(): boolean {
+    return true;
+  }
+
+  private emit(threadId: string, e: MessageEvent): void {
+    this.listeners.get(threadId)?.forEach((cb) => cb(e));
+  }
+}

packages/iios-messaging-ui/src/boundary.test.ts

@@ -0,0 +1,41 @@
+// @vitest-environment node
+import { describe, it, expect } from 'vitest';
+import { readdirSync, readFileSync, statSync } from 'node:fs';
+import { fileURLToPath } from 'node:url';
+import { join } from 'node:path';
+
+// This package is ESM ("type": "module") — __dirname does not exist here.
+const SRC = fileURLToPath(new URL('.', import.meta.url));
+const ADAPTERS = join(SRC, 'adapters');
+
+function tsFilesIn(dir: string): string[] {
+  const out: string[] = [];
+  for (const entry of readdirSync(dir)) {
+    const full = join(dir, entry);
+    if (statSync(full).isDirectory()) out.push(...tsFilesIn(full));
+    else if (/\.tsx?$/.test(full)) out.push(full);
+  }
+  return out;
+}
+
+// The whole premise of this package: core renders, adapters transport. If core ever
+// imports a transport, an app on a different backend pays for socket code it cannot
+// use — which is exactly how iios-message-web welded itself to MessageSocket.
+describe('transport boundary', () => {
+  const coreFiles = tsFilesIn(SRC).filter((f) => !f.startsWith(ADAPTERS) && !/\.test\.tsx?$/.test(f));
+
+  it('has core files to check', () => {
+    expect(coreFiles.length).toBeGreaterThan(0);
+  });
+
+  it('core never imports a transport package', () => {
+    const offenders: string[] = [];
+    for (const file of coreFiles) {
+      const content = readFileSync(file, 'utf8');
+      if (/@insignia\/iios-kernel-client|socket\.io|@abe-kap\/appshell-sdk/.test(content)) {
+        offenders.push(file.replace(SRC, 'src'));
+      }
+    }
+    expect(offenders).toEqual([]);
+  });
+});

packages/iios-messaging-ui/src/components/channel-browser.tsx

@@ -0,0 +1,93 @@
+import { useState, type FormEvent } from 'react';
+import { useChannels } from '../hooks/use-channels';
+import type { ChannelVisibility } from '../types';
+
+/** Browse + join discoverable channels, and create a new one. Shown in the main pane. */
+export function ChannelBrowser({ onJoined }: { onJoined?: (threadId: string) => void }) {
+  const { browsable, loading, error, join, create } = useChannels();
+  const [name, setName] = useState('');
+  const [topic, setTopic] = useState('');
+  const [visibility, setVisibility] = useState<ChannelVisibility>('public');
+  const [busy, setBusy] = useState(false);
+
+  async function submitCreate(e: FormEvent): Promise<void> {
+    e.preventDefault();
+    const n = name.trim();
+    if (!n || busy) return;
+    setBusy(true);
+    try {
+      const threadId = await create({ name: n, ...(topic.trim() ? { topic: topic.trim() } : {}), visibility });
+      setName('');
+      setTopic('');
+      onJoined?.(threadId);
+    } catch {
+      // surfaced via the hook's error
+    } finally {
+      setBusy(false);
+    }
+  }
+
+  async function doJoin(threadId: string): Promise<void> {
+    await join(threadId);
+    onJoined?.(threadId);
+  }
+
+  return (
+    <div className="miu-browser">
+      <div className="miu-browser-head">Channels</div>
+
+      <form className="miu-channel-create" onSubmit={submitCreate}>
+        <input
+          className="miu-input"
+          value={name}
+          onChange={(e) => setName(e.target.value)}
+          placeholder="New channel name"
+          aria-label="Channel name"
+        />
+        <input
+          className="miu-input"
+          value={topic}
+          onChange={(e) => setTopic(e.target.value)}
+          placeholder="Topic (optional)"
+          aria-label="Channel topic"
+        />
+        <div className="miu-channel-vis">
+          <label>
+            <input type="radio" name="miu-vis" checked={visibility === 'public'} onChange={() => setVisibility('public')} /> Public
+          </label>
+          <label>
+            <input type="radio" name="miu-vis" checked={visibility === 'private'} onChange={() => setVisibility('private')} /> Private
+          </label>
+        </div>
+        <button type="submit" className="miu-send" disabled={!name.trim() || busy}>
+          Create
+        </button>
+      </form>
+
+      <div className="miu-browser-list">
+        {loading && browsable.length === 0 ? <div className="miu-empty">Loading…</div> : null}
+        {error ? <div className="miu-empty miu-error">{error}</div> : null}
+        {!loading && browsable.length === 0 ? <div className="miu-empty">No channels yet — create one above.</div> : null}
+        {browsable.map((c) => (
+          <div key={c.threadId} className="miu-browser-row">
+            <span className="miu-channel-glyph" aria-hidden="true">{c.visibility === 'private' ? '🔒' : '#'}</span>
+            <span className="miu-browser-main">
+              <span className="miu-browser-name">{c.name}</span>
+              {c.topic ? <span className="miu-browser-topic">{c.topic}</span> : null}
+              <span className="miu-browser-meta">
+                {c.memberCount} member{c.memberCount === 1 ? '' : 's'}
+              </span>
+            </span>
+            {c.joined ? (
+              <span className="miu-browser-joined">Joined</span>
+            ) : (
+              <button type="button" className="miu-join" onClick={() => void doJoin(c.threadId)}>
+                Join
+              </button>
+            )}
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}

packages/iios-messaging-ui/src/components/channels.test.tsx

@@ -0,0 +1,54 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen, fireEvent, waitFor } from '@testing-library/react';
+import { MessagingProvider } from '../provider';
+import { Messenger } from './messenger';
+import { MockAdapter } from '../adapters/mock';
+
+function mount() {
+  return render(
+    <MessagingProvider adapter={new MockAdapter()}>
+      <Messenger />
+    </MessagingProvider>,
+  );
+}
+
+describe('channels (mock adapter)', () => {
+  it('browse returns public channels + private ones I am in, with a joined flag', async () => {
+    const a = new MockAdapter();
+    const list = await a.browseChannels();
+    const byId = new Map(list.map((c) => [c.threadId, c]));
+    expect(byId.get('th_ch_general')?.joined).toBe(true); // public, I'm in
+    expect(byId.get('th_ch_random')?.joined).toBe(false); // public, I'm NOT in
+    expect(byId.get('th_ch_deals')?.joined).toBe(true); // private, I'm in
+    // A private channel I'm not in must never surface in browse — none seeded, so all private here are mine.
+    expect(list.every((c) => c.visibility === 'public' || c.joined)).toBe(true);
+  });
+
+  it('join adds me and the channel then appears in my conversation list', async () => {
+    const a = new MockAdapter();
+    expect((await a.listConversations()).some((c) => c.threadId === 'th_ch_random')).toBe(false);
+    await a.joinChannel('th_ch_random');
+    expect((await a.listConversations()).some((c) => c.threadId === 'th_ch_random')).toBe(true);
+    expect((await a.browseChannels()).find((c) => c.threadId === 'th_ch_random')?.joined).toBe(true);
+  });
+
+  it('create makes a channel I am a member of', async () => {
+    const a = new MockAdapter();
+    const { threadId } = await a.createChannel({ name: 'design', topic: 'UI stuff', visibility: 'public' });
+    const conv = (await a.listConversations()).find((c) => c.threadId === threadId);
+    expect(conv?.membership).toBe('channel');
+    expect(conv?.topic).toBe('UI stuff');
+  });
+
+  it('UI: browse, then join a channel — it moves into the Channels section', async () => {
+    mount();
+    // Open the browser via the Channels section "+".
+    fireEvent.click(await screen.findByTitle('Browse channels'));
+    // #random is browse-only (not joined) → has a Join button.
+    expect(await screen.findByText('random')).toBeTruthy();
+    const joinButtons = screen.getAllByText('Join');
+    fireEvent.click(joinButtons[0]!);
+    // After joining, we jump to the thread and the browser closes → composer is shown.
+    await waitFor(() => expect(screen.getByLabelText('Message')).toBeTruthy());
+  });
+});

packages/iios-messaging-ui/src/components/composer.tsx

@@ -0,0 +1,147 @@
+import { useMemo, useRef, useState, type ChangeEvent, type FormEvent, type KeyboardEvent } from 'react';
+import {
+  SPECIAL_MENTIONS,
+  insertMention,
+  resolveMentions,
+  trailingMentionQuery,
+} from '../mentions';
+import type { Attachment, Person, SendOpts } from '../types';
+
+interface Suggestion {
+  key: string;
+  label: string;
+  insert: string;
+}
+
+/**
+ * The message input: draft, @mention autocomplete, and attachment staging. Shared by the main
+ * Thread and the ThreadPane (which passes a parentInteractionId so a reply lands in the thread).
+ */
+export function Composer({
+  members,
+  canUpload,
+  upload,
+  onSend,
+  onTyping,
+  parentInteractionId,
+  placeholder = 'Type a message… @ to mention',
+}: {
+  members: Person[];
+  canUpload: boolean;
+  upload: (file: File) => Promise<Attachment>;
+  onSend: (text: string, opts?: SendOpts) => Promise<void>;
+  onTyping?: () => void;
+  parentInteractionId?: string;
+  placeholder?: string;
+}) {
+  const [draft, setDraft] = useState('');
+  const [sending, setSending] = useState(false);
+  const [staged, setStaged] = useState<Attachment | null>(null);
+  const [uploading, setUploading] = useState(false);
+  const fileRef = useRef<HTMLInputElement>(null);
+
+  const query = trailingMentionQuery(draft);
+  const suggestions = useMemo<Suggestion[]>(() => {
+    if (query === null) return [];
+    const q = query.toLowerCase();
+    const specials = SPECIAL_MENTIONS.filter((s) => s.startsWith(q)).map((s) => ({ key: `@${s}`, label: `@${s}`, insert: s }));
+    const people = members.filter((m) => m.name.toLowerCase().includes(q)).map((m) => ({ key: m.id, label: m.name, insert: m.name }));
+    return [...specials, ...people].slice(0, 6);
+  }, [query, members]);
+  const showSuggest = query !== null && suggestions.length > 0;
+
+  function pick(insert: string): void {
+    setDraft((d) => insertMention(d, insert));
+  }
+
+  async function onPickFile(e: ChangeEvent<HTMLInputElement>): Promise<void> {
+    const file = e.target.files?.[0];
+    e.target.value = '';
+    if (!file) return;
+    setUploading(true);
+    try {
+      setStaged(await upload(file));
+    } catch {
+      /* host surfaces upload errors */
+    } finally {
+      setUploading(false);
+    }
+  }
+
+  async function submit(e?: FormEvent): Promise<void> {
+    e?.preventDefault();
+    const text = draft.trim();
+    if ((!text && !staged) || sending) return;
+    const mentions = resolveMentions(text, members);
+    const att = staged;
+    setDraft('');
+    setStaged(null);
+    setSending(true);
+    try {
+      await onSend(text, {
+        ...(mentions.length ? { mentions } : {}),
+        ...(att ? { attachment: att } : {}),
+        ...(parentInteractionId ? { parentInteractionId } : {}),
+      });
+    } catch {
+      setStaged(att);
+    } finally {
+      setSending(false);
+    }
+  }
+
+  function onKeyDown(e: KeyboardEvent<HTMLInputElement>): void {
+    if (showSuggest && e.key === 'Enter') {
+      e.preventDefault();
+      pick(suggestions[0]!.insert);
+    }
+  }
+
+  return (
+    <form className="miu-composer" onSubmit={submit}>
+      {showSuggest ? (
+        <ul className="miu-suggest" role="listbox" aria-label="Mention suggestions">
+          {suggestions.map((s) => (
+            <li key={s.key}>
+              <button type="button" role="option" aria-selected="false" className="miu-suggest-item" onClick={() => pick(s.insert)}>
+                {s.label}
+              </button>
+            </li>
+          ))}
+        </ul>
+      ) : null}
+      {staged ? (
+        <div className="miu-staged">
+          📎 {staged.name}
+          <button type="button" className="miu-staged-x" onClick={() => setStaged(null)} aria-label="Remove attachment">
+            ✕
+          </button>
+        </div>
+      ) : null}
+      <div className="miu-composer-row">
+        {canUpload ? (
+          <>
+            <input ref={fileRef} type="file" className="miu-file-input" onChange={onPickFile} aria-label="Attach a file" />
+            <button type="button" className="miu-attach-btn" title="Attach a file" disabled={uploading} onClick={() => fileRef.current?.click()}>
+              {uploading ? '…' : '📎'}
+            </button>
+          </>
+        ) : null}
+        <input
+          className="miu-input"
+          value={draft}
+          placeholder={placeholder}
+          aria-label="Message"
+          onChange={(e) => {
+            setDraft(e.target.value);
+            onTyping?.();
+          }}
+          onKeyDown={onKeyDown}
+        />
+        <button type="submit" className="miu-send" disabled={(!draft.trim() && !staged) || sending}>
+          Send
+        </button>
+      </div>
+    </form>
+  );
+}

packages/iios-messaging-ui/src/components/conversation-list.tsx

@@ -0,0 +1,52 @@
+import type { Conversation } from '../types';
+
+/** Initials for the avatar chip — first letters of the first two words. */
+function initials(title: string): string {
+  const parts = title.trim().split(/\s+/).filter(Boolean);
+  const chars = (parts[0]?.[0] ?? '') + (parts[1]?.[0] ?? '');
+  return (chars || '?').toUpperCase();
+}
+
+/**
+ * Presentational conversation list. Owns no data fetching — the parent passes the
+ * conversations (from useConversations) so a host can also drive it from its own store.
+ */
+export function ConversationList({
+  conversations,
+  selectedId,
+  onSelect,
+}: {
+  conversations: Conversation[];
+  selectedId?: string | null;
+  onSelect: (threadId: string) => void;
+}) {
+  if (conversations.length === 0) {
+    return <div className="miu-empty">No conversations yet.</div>;
+  }
+  return (
+    <ul className="miu-convlist" role="list">
+      {conversations.map((c) => (
+        <li key={c.threadId}>
+          <button
+            type="button"
+            className={`miu-convrow${c.threadId === selectedId ? ' is-active' : ''}`}
+            onClick={() => onSelect(c.threadId)}
+          >
+            <span className="miu-avatar" aria-hidden="true">
+              {c.membership === 'channel' ? '#' : initials(c.title)}
+            </span>
+            <span className="miu-convrow-main">
+              <span className="miu-convrow-title">{c.title}</span>
+              {c.lastMessage ? <span className="miu-convrow-preview">{c.lastMessage}</span> : null}
+            </span>
+            {c.unread > 0 ? (
+              <span className="miu-badge" aria-label={`${c.unread} unread`}>
+                {c.unread}
+              </span>
+            ) : null}
+          </button>
+        </li>
+      ))}
+    </ul>
+  );
+}

packages/iios-messaging-ui/src/components/message-item.tsx

@@ -0,0 +1,107 @@
+import { useState } from 'react';
+import { highlightMentions } from '../mentions';
+import type { Attachment } from '../types';
+import type { UiMessage } from '../hooks/use-messages';
+
+const REACTION_EMOJIS = ['👍', '❤️', '😂', '🎉', '👀'];
+
+const isImage = (mime: string): boolean => mime.startsWith('image/');
+
+function AttachmentView({ att }: { att: Attachment }) {
+  if (isImage(att.mime)) {
+    return (
+      <a href={att.url} target="_blank" rel="noreferrer" className="miu-att-img-link">
+        <img src={att.url} alt={att.name} className="miu-att-img" />
+      </a>
+    );
+  }
+  return (
+    <a href={att.url} target="_blank" rel="noreferrer" className="miu-att-file">
+      📎 {att.name}
+    </a>
+  );
+}
+
+/** One rendered message: bubble (with @mention highlighting), attachment, reactions, seen tick,
+ *  and — in the main thread only — a thread/reply affordance. */
+export function MessageItem({
+  message,
+  memberNames,
+  canReact,
+  onReact,
+  seen,
+  replyCount,
+  onOpenThread,
+}: {
+  message: UiMessage;
+  memberNames: string[];
+  canReact: boolean;
+  onReact: (messageId: string, emoji: string) => void;
+  seen: boolean;
+  /** Present only in the main thread (not inside the pane). undefined => no thread affordance. */
+  replyCount?: number;
+  onOpenThread?: (messageId: string) => void;
+}) {
+  const [pickerOpen, setPickerOpen] = useState(false);
+  const m = message;
+
+  return (
+    <div className={`miu-msg${message.mine ? ' is-mine' : ''}${message.pending ? ' is-pending' : ''}`}>
+      <div className="miu-bubble-row">
+        <div className="miu-bubble">
+          {m.text ? highlightMentions(m.text, memberNames) : null}
+          {m.attachment ? <AttachmentView att={m.attachment} /> : null}
+        </div>
+        <div className="miu-msg-actions">
+          {canReact ? (
+            <div className="miu-react-wrap">
+              <button type="button" className="miu-react-btn" title="React" onClick={() => setPickerOpen((p) => !p)}>
+                🙂
+              </button>
+              {pickerOpen ? (
+                <div className="miu-react-picker">
+                  {REACTION_EMOJIS.map((e) => (
+                    <button
+                      key={e}
+                      type="button"
+                      className="miu-react-emoji"
+                      onClick={() => {
+                        onReact(m.id, e);
+                        setPickerOpen(false);
+                      }}
+                    >
+                      {e}
+                    </button>
+                  ))}
+                </div>
+              ) : null}
+            </div>
+          ) : null}
+          {onOpenThread ? (
+            <button type="button" className="miu-react-btn" title="Reply in thread" onClick={() => onOpenThread(m.id)}>
+              💬
+            </button>
+          ) : null}
+        </div>
+      </div>
+
+      {m.reactions && m.reactions.length > 0 ? (
+        <div className="miu-reactions">
+          {m.reactions.map((r) => (
+            <button key={r.emoji} type="button" className={`miu-reaction${r.mine ? ' is-mine' : ''}`} onClick={() => canReact && onReact(m.id, r.emoji)}>
+              {r.emoji} {r.count}
+            </button>
+          ))}
+        </div>
+      ) : null}
+
+      {replyCount !== undefined && replyCount > 0 && onOpenThread ? (
+        <button type="button" className="miu-thread-link" onClick={() => onOpenThread(m.id)}>
+          💬 {replyCount} {replyCount === 1 ? 'reply' : 'replies'}
+        </button>
+      ) : null}
+
+      {message.mine && seen ? <span className="miu-seen">Seen</span> : null}
+    </div>
+  );
+}

packages/iios-messaging-ui/src/components/messenger.test.tsx

@@ -0,0 +1,42 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen, fireEvent, waitFor } from '@testing-library/react';
+import { MessagingProvider } from '../provider';
+import { Messenger } from './messenger';
+import { MockAdapter } from '../adapters/mock';
+
+function mount() {
+  return render(
+    <MessagingProvider adapter={new MockAdapter()}>
+      <Messenger />
+    </MessagingProvider>,
+  );
+}
+
+describe('<Messenger /> (rendered UI over an adapter)', () => {
+  it('renders the conversation list and auto-selects the first thread', async () => {
+    mount();
+    // Seeded group conversation title from the mock.
+    expect(await screen.findByText('Storm response — East side')).toBeTruthy();
+    // Auto-selected thread shows its seeded message.
+    expect(await screen.findByText('Crew is rolling out at 7.')).toBeTruthy();
+  });
+
+  it('sends a message through the adapter and shows it in the thread', async () => {
+    mount();
+    // Wait for the auto-selected thread's composer (avoids a race with the auto-select effect).
+    const input = (await screen.findByLabelText('Message')) as HTMLInputElement;
+    fireEvent.change(input, { target: { value: 'on our way' } });
+    fireEvent.click(screen.getByText('Send'));
+
+    await waitFor(() => expect(screen.getByText('on our way')).toBeTruthy());
+    // Composer cleared after send.
+    expect(input.value).toBe('');
+  });
+
+  it('switches threads when another conversation is clicked', async () => {
+    mount();
+    // Click the DM (its title is the other participant's name from the mock directory).
+    fireEvent.click(await screen.findByText('Sofia Ramirez'));
+    expect(await screen.findByText('Can you review the Henderson estimate?')).toBeTruthy();
+  });
+});

packages/iios-messaging-ui/src/components/messenger.tsx

@@ -0,0 +1,116 @@
+import { useEffect, useMemo, useState } from 'react';
+import { useConversations } from '../hooks/use-conversations';
+import { useAdapter } from '../provider';
+import { ConversationList } from './conversation-list';
+import { ChannelBrowser } from './channel-browser';
+import { NewConversation } from './new-conversation';
+import { Thread } from './thread';
+import { ThreadPane } from './thread-pane';
+
+/**
+ * The drop-in messenger: sectioned conversation list (Channels / Direct messages) + open thread,
+ * with a channel browser when the adapter supports channels. Owns only selection + browse state;
+ * all data flows through the injected adapter via the hooks.
+ */
+export function Messenger() {
+  const { conversations, loading, error, refetch } = useConversations();
+  const adapter = useAdapter();
+  const channelsSupported = typeof adapter.browseChannels === 'function';
+  const directorySupported = typeof adapter.directory === 'function';
+
+  const [selected, setSelected] = useState<string | null>(null);
+  const [browsing, setBrowsing] = useState(false);
+  const [composing, setComposing] = useState(false); // "New message" people picker open
+  const [activeRoot, setActiveRoot] = useState<string | null>(null); // open thread pane's root message
+
+  useEffect(() => {
+    if (browsing || composing) return;
+    if (selected && conversations.some((c) => c.threadId === selected)) return;
+    setSelected(conversations[0]?.threadId ?? null);
+  }, [conversations, selected, browsing, composing]);
+
+  // Switching conversations (or into browse/compose) closes any open thread pane.
+  useEffect(() => setActiveRoot(null), [selected, browsing, composing]);
+
+  const channels = useMemo(() => conversations.filter((c) => c.membership === 'channel'), [conversations]);
+  const dms = useMemo(() => conversations.filter((c) => c.membership !== 'channel'), [conversations]);
+
+  function pick(threadId: string): void {
+    setBrowsing(false);
+    setComposing(false);
+    setSelected(threadId);
+  }
+
+  function openBrowse(): void {
+    setComposing(false);
+    setBrowsing(true);
+  }
+
+  function openCompose(): void {
+    setBrowsing(false);
+    setComposing(true);
+  }
+
+  return (
+    <div className="miu-messenger">
+      <aside className="miu-sidebar">
+        {loading && conversations.length === 0 ? <div className="miu-empty">Loading…</div> : null}
+        {error ? <div className="miu-empty miu-error">{error}</div> : null}
+
+        {channelsSupported ? (
+          <div className="miu-section">
+            <div className="miu-section-head">
+              <span>Channels</span>
+              <button type="button" className="miu-section-add" title="Browse channels" onClick={openBrowse}>
+                ＋
+              </button>
+            </div>
+            {channels.length > 0 ? (
+              <ConversationList conversations={channels} selectedId={browsing || composing ? null : selected} onSelect={pick} />
+            ) : (
+              <div className="miu-empty miu-empty-sm">Browse to join a channel.</div>
+            )}
+          </div>
+        ) : null}
+
+        <div className="miu-section">
+          {channelsSupported || directorySupported ? (
+            <div className="miu-section-head">
+              <span>Direct messages</span>
+              {directorySupported ? (
+                <button type="button" className="miu-section-add" title="New message" onClick={openCompose}>
+                  ＋
+                </button>
+              ) : null}
+            </div>
+          ) : null}
+          <ConversationList conversations={dms} selectedId={browsing || composing ? null : selected} onSelect={pick} />
+        </div>
+      </aside>
+
+      <section className="miu-main">
+        {browsing ? (
+          <ChannelBrowser
+            onJoined={(threadId) => {
+              refetch();
+              pick(threadId);
+            }}
+          />
+        ) : composing ? (
+          <NewConversation
+            onCreated={(threadId) => {
+              refetch();
+              pick(threadId);
+            }}
+          />
+        ) : (
+          <Thread threadId={selected} activeRootId={activeRoot} onOpenThread={setActiveRoot} />
+        )}
+      </section>
+
+      {!browsing && !composing && selected && activeRoot ? (
+        <ThreadPane threadId={selected} rootId={activeRoot} onClose={() => setActiveRoot(null)} />
+      ) : null}
+    </div>
+  );
+}

packages/iios-messaging-ui/src/components/modal-portal.tsx

@@ -0,0 +1,35 @@
+import { useState, type ReactNode, type CSSProperties } from 'react';
+import { createPortal } from 'react-dom';
+
+// The SDK theme tokens. A body-portaled node is outside the `.miu-messenger`/`.miu-inbox`
+// subtree that defines these, so we copy their resolved values onto the portal root.
+const THEME_VARS = [
+  '--miu-bg', '--miu-panel', '--miu-panel-2', '--miu-border',
+  '--miu-text', '--miu-muted', '--miu-accent', '--miu-accent-text', '--miu-radius',
+] as const;
+
+function copyThemeVars(): Record<string, string> {
+  if (typeof document === 'undefined') return {};
+  const src = document.querySelector('.miu-messenger, .miu-inbox');
+  if (!src) return {};
+  const cs = getComputedStyle(src);
+  const out: Record<string, string> = {};
+  for (const v of THEME_VARS) {
+    const val = cs.getPropertyValue(v).trim();
+    if (val) out[v] = val;
+  }
+  return out;
+}
+
+/**
+ * Render an overlay into document.body so it escapes the host's stacking context and overflow.
+ * A host wrapper like `.view { position: relative; z-index: 1 }` traps a `position: fixed` overlay
+ * BELOW a sibling sticky header no matter how high its z-index — the only robust fix is to leave
+ * that stacking context entirely. Theme tokens are copied from the live surface (captured once on
+ * mount, synchronously, so there is no unstyled first paint) and re-applied on the portal root.
+ */
+export function ModalPortal({ children }: { children: ReactNode }) {
+  const [vars] = useState<Record<string, string>>(copyThemeVars);
+  if (typeof document === 'undefined') return null;
+  return createPortal(<div className="miu-portal" style={vars as CSSProperties}>{children}</div>, document.body);
+}

packages/iios-messaging-ui/src/components/new-conversation.test.tsx

@@ -0,0 +1,66 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen, fireEvent, waitFor } from '@testing-library/react';
+import { MessagingProvider } from '../provider';
+import { MockAdapter } from '../adapters/mock';
+import { Messenger } from './messenger';
+
+function mount(adapter = new MockAdapter()) {
+  render(
+    <MessagingProvider adapter={adapter}>
+      <Messenger />
+    </MessagingProvider>,
+  );
+  return adapter;
+}
+
+describe('MockAdapter directory + openThread', () => {
+  it('directory lists people you can message', async () => {
+    const a = new MockAdapter();
+    const people = await a.directory();
+    expect(people.some((p) => p.name === 'Dan Whitaker')).toBe(true);
+  });
+
+  it('one participant opens a dm; two+ open a group with a subject', async () => {
+    const a = new MockAdapter();
+    const dm = await a.openThread({ participantIds: ['pp_dan'], membership: 'dm' });
+    const list = await a.listConversations();
+    expect(list.find((c) => c.threadId === dm.threadId)?.membership).toBe('dm');
+
+    const group = await a.openThread({ participantIds: ['pp_dan', 'pp_priya'], membership: 'group', subject: 'Roof crew' });
+    const g = (await a.listConversations()).find((c) => c.threadId === group.threadId);
+    expect(g?.membership).toBe('group');
+    expect(g?.title).toBe('Roof crew');
+  });
+
+  it('opening a dm with the same person reuses the existing thread', async () => {
+    const a = new MockAdapter();
+    const first = await a.openThread({ participantIds: ['pp_priya'], membership: 'dm' });
+    const second = await a.openThread({ participantIds: ['pp_priya'], membership: 'dm' });
+    expect(second.threadId).toBe(first.threadId);
+  });
+});
+
+describe('<Messenger /> new conversation flow', () => {
+  it('opens the picker from the Direct messages +, and starting a chat leaves the picker', async () => {
+    mount();
+    // Open the "New message" picker.
+    fireEvent.click(await screen.findByTitle('New message'));
+    expect(await screen.findByText('New message')).toBeTruthy();
+
+    // Pick a person and start a DM.
+    fireEvent.click(await screen.findByText('Dan Whitaker'));
+    fireEvent.click(screen.getByText('Start chat'));
+
+    // The picker closes (we're back in a thread view — the picker heading is gone).
+    await waitFor(() => expect(screen.queryByText('Start chat')).toBeNull());
+  });
+
+  it('selecting two people switches the action to group create', async () => {
+    mount();
+    fireEvent.click(await screen.findByTitle('New message'));
+    fireEvent.click(await screen.findByText('Dan Whitaker'));
+    fireEvent.click(await screen.findByText('Priya Nair'));
+    expect(screen.getByText(/Create group \(2\)/)).toBeTruthy();
+    expect(screen.getByLabelText('Group name')).toBeTruthy();
+  });
+});

packages/iios-messaging-ui/src/components/new-conversation.tsx

@@ -0,0 +1,97 @@
+import { useEffect, useState } from 'react';
+import { useAdapter } from '../provider';
+import type { Person } from '../types';
+
+/**
+ * Start a direct message or a group — Slack-style. Pick people from the org directory: one selected
+ * opens a DM (deduped by the adapter), two or more create a group with an optional name. Shown in
+ * the main pane like the channel browser.
+ */
+export function NewConversation({ onCreated }: { onCreated?: (threadId: string) => void }) {
+  const adapter = useAdapter();
+  const [people, setPeople] = useState<Person[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const [q, setQ] = useState('');
+  const [selected, setSelected] = useState<string[]>([]);
+  const [name, setName] = useState('');
+  const [busy, setBusy] = useState(false);
+
+  useEffect(() => {
+    if (!adapter.directory) {
+      setLoading(false);
+      return;
+    }
+    let alive = true;
+    adapter
+      .directory()
+      .then((p) => {
+        if (alive) {
+          setPeople(p);
+          setError(null);
+        }
+      })
+      .catch((e: unknown) => {
+        if (alive) setError(e instanceof Error ? e.message : String(e));
+      })
+      .finally(() => {
+        if (alive) setLoading(false);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter]);
+
+  const filtered = people.filter((p) => p.name.toLowerCase().includes(q.trim().toLowerCase()));
+  const isGroup = selected.length > 1;
+  const canStart = selected.length >= 1 && !busy;
+
+  function toggle(id: string): void {
+    setSelected((s) => (s.includes(id) ? s.filter((x) => x !== id) : [...s, id]));
+  }
+
+  async function start(): Promise<void> {
+    if (!canStart) return;
+    setBusy(true);
+    setError(null);
+    try {
+      const res = await adapter.openThread({
+        participantIds: selected,
+        membership: isGroup ? 'group' : 'dm',
+        ...(isGroup && name.trim() ? { subject: name.trim() } : {}),
+      });
+      onCreated?.(res.threadId);
+    } catch (e) {
+      setError(e instanceof Error ? e.message : String(e));
+    } finally {
+      setBusy(false);
+    }
+  }
+
+  return (
+    <div className="miu-browser">
+      <div className="miu-browser-head">New message</div>
+      <div className="miu-newconv">
+        <input className="miu-input" value={q} onChange={(e) => setQ(e.target.value)} placeholder="Search people…" aria-label="Search people" />
+        {isGroup ? (
+          <input className="miu-input" value={name} onChange={(e) => setName(e.target.value)} placeholder="Group name (optional)" aria-label="Group name" />
+        ) : null}
+        {error ? <div className="miu-empty miu-error">{error}</div> : null}
+        <div className="miu-browser-list">
+          {loading && people.length === 0 ? <div className="miu-empty">Loading…</div> : null}
+          {!loading && filtered.length === 0 ? <div className="miu-empty">No people found.</div> : null}
+          {filtered.map((p) => (
+            <label key={p.id} className={`miu-person-row${selected.includes(p.id) ? ' is-active' : ''}`}>
+              <input type="checkbox" checked={selected.includes(p.id)} onChange={() => toggle(p.id)} />
+              <span className="miu-browser-name">{p.name}</span>
+              <span className="miu-pill">{p.kind}</span>
+            </label>
+          ))}
+        </div>
+        <button type="button" className="miu-send" onClick={() => void start()} disabled={!canStart}>
+          {busy ? 'Starting…' : isGroup ? `Create group (${selected.length})` : 'Start chat'}
+        </button>
+      </div>
+    </div>
+  );
+}

packages/iios-messaging-ui/src/components/thread-pane.test.tsx

@@ -0,0 +1,36 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen, fireEvent, waitFor } from '@testing-library/react';
+import { MessagingProvider } from '../provider';
+import { Messenger } from './messenger';
+import { MockAdapter } from '../adapters/mock';
+
+function mount() {
+  return render(
+    <MessagingProvider adapter={new MockAdapter()}>
+      <Messenger />
+    </MessagingProvider>,
+  );
+}
+
+describe('Slack-style thread pane', () => {
+  it('opens a thread on 💬, posts a reply into it, and shows the reply count on the parent', async () => {
+    mount();
+    // Wait for the auto-selected thread's message to render WITH its actions (not just the sidebar
+    // preview), then open the thread pane via the message's reply affordance (💬).
+    const replyButtons = await screen.findAllByTitle('Reply in thread');
+    fireEvent.click(replyButtons[0]!);
+    expect(await screen.findByText('Thread')).toBeTruthy(); // pane header
+
+    // The pane's composer (placeholder "Reply…") — send a threaded reply.
+    const replyInput = screen.getByPlaceholderText('Reply…') as HTMLInputElement;
+    fireEvent.change(replyInput, { target: { value: 'on it' } });
+    // The pane has its own Send; grab the last one (pane is rendered after the main composer).
+    const sends = screen.getAllByText('Send');
+    fireEvent.click(sends[sends.length - 1]!);
+
+    // The reply shows in the pane (replies are hidden from the main thread, so this is unique)...
+    await waitFor(() => expect(screen.getByText('on it')).toBeTruthy());
+    // ...and the parent now advertises the reply count as a thread-link button in the main thread.
+    await waitFor(() => expect(screen.getByRole('button', { name: /1 reply/ })).toBeTruthy());
+  });
+});

packages/iios-messaging-ui/src/components/thread-pane.tsx

@@ -0,0 +1,60 @@
+import { useMemo } from 'react';
+import { useMessages } from '../hooks/use-messages';
+import { useMembers } from '../hooks/use-members';
+import { Composer } from './composer';
+import { MessageItem } from './message-item';
+
+/**
+ * The Slack-style thread side panel: the root message + its replies + a composer that posts back
+ * into the thread (parentInteractionId = root). Uses its own useMessages on the same thread; the
+ * shared adapter subscription keeps it and the main view in sync.
+ */
+export function ThreadPane({
+  threadId,
+  rootId,
+  onClose,
+}: {
+  threadId: string;
+  rootId: string;
+  onClose: () => void;
+}) {
+  const { messages, send, react, upload, seenIds, sendTyping, canReact, canUpload } = useMessages(threadId);
+  const members = useMembers(threadId);
+  const memberNames = useMemo(() => members.map((m) => m.name), [members]);
+
+  const root = useMemo(() => messages.find((m) => m.id === rootId), [messages, rootId]);
+  const replies = useMemo(() => messages.filter((m) => m.parentInteractionId === rootId), [messages, rootId]);
+
+  return (
+    <aside className="miu-pane">
+      <header className="miu-pane-head">
+        <span>Thread</span>
+        <button type="button" className="miu-pane-close" onClick={onClose} aria-label="Close thread">
+          ✕
+        </button>
+      </header>
+
+      <div className="miu-messages miu-pane-messages">
+        {root ? (
+          <MessageItem message={root} memberNames={memberNames} canReact={canReact} onReact={(id, e) => void react(id, e)} seen={seenIds.has(root.id)} />
+        ) : (
+          <div className="miu-empty">Message not found.</div>
+        )}
+        <div className="miu-pane-divider">{replies.length} {replies.length === 1 ? 'reply' : 'replies'}</div>
+        {replies.map((m) => (
+          <MessageItem key={m.id} message={m} memberNames={memberNames} canReact={canReact} onReact={(id, e) => void react(id, e)} seen={seenIds.has(m.id)} />
+        ))}
+      </div>
+
+      <Composer
+        members={members}
+        canUpload={canUpload}
+        upload={upload}
+        onSend={send}
+        onTyping={sendTyping}
+        parentInteractionId={rootId}
+        placeholder="Reply…"
+      />
+    </aside>
+  );
+}

packages/iios-messaging-ui/src/components/thread.tsx

@@ -0,0 +1,61 @@
+import { useMemo } from 'react';
+import { useMessages } from '../hooks/use-messages';
+import { useMembers } from '../hooks/use-members';
+import { Composer } from './composer';
+import { MessageItem } from './message-item';
+
+/**
+ * The main conversation view: top-level messages + composer. Replies (messages with a
+ * parentInteractionId) are hidden here and live in the ThreadPane — a message with replies shows a
+ * "N replies" link that opens it. @mentions, reactions, and attachments all work.
+ */
+export function Thread({
+  threadId,
+  activeRootId,
+  onOpenThread,
+}: {
+  threadId: string | null;
+  activeRootId?: string | null;
+  onOpenThread?: (rootId: string) => void;
+}) {
+  const { messages, loading, error, send, react, upload, typingUserIds, seenIds, sendTyping, canReact, canUpload } = useMessages(threadId);
+  const members = useMembers(threadId);
+  const memberNames = useMemo(() => members.map((m) => m.name), [members]);
+
+  const topLevel = useMemo(() => messages.filter((m) => !m.parentInteractionId), [messages]);
+  const replyCount = useMemo(() => {
+    const counts = new Map<string, number>();
+    for (const m of messages) if (m.parentInteractionId) counts.set(m.parentInteractionId, (counts.get(m.parentInteractionId) ?? 0) + 1);
+    return counts;
+  }, [messages]);
+
+  if (!threadId) {
+    return <div className="miu-empty miu-thread-empty">Select a conversation.</div>;
+  }
+
+  return (
+    <div className={`miu-thread${activeRootId ? ' has-pane' : ''}`}>
+      <div className="miu-messages">
+        {loading && messages.length === 0 ? <div className="miu-empty">Loading…</div> : null}
+        {error ? <div className="miu-empty miu-error">{error}</div> : null}
+        {topLevel.map((m) => (
+          <MessageItem
+            key={m.id}
+            message={m}
+            memberNames={memberNames}
+            canReact={canReact}
+            onReact={(id, emoji) => void react(id, emoji)}
+            seen={seenIds.has(m.id)}
+            replyCount={replyCount.get(m.id) ?? 0}
+            {...(onOpenThread ? { onOpenThread } : {})}
+          />
+        ))}
+        {typingUserIds.length > 0 ? (
+          <div className="miu-typing">{typingUserIds.length === 1 ? 'typing…' : 'several people are typing…'}</div>
+        ) : null}
+      </div>
+
+      <Composer members={members} canUpload={canUpload} upload={upload} onSend={send} onTyping={sendTyping} />
+    </div>
+  );
+}

packages/iios-messaging-ui/src/conformance.test.ts

@@ -0,0 +1,8 @@
+import { runAdapterConformance } from './conformance';
+import { MockAdapter } from './adapters/mock';
+
+runAdapterConformance({
+  makeAdapter: () => new MockAdapter(),
+  seededThreadId: 'th_mock_1',
+  openWith: ['pp_sofia'],
+});

packages/iios-messaging-ui/src/conformance.ts

@@ -0,0 +1,112 @@
+import { describe, it, expect } from 'vitest';
+import type { MessagingAdapter } from './adapter';
+import type { MessageEvent } from './types';
+
+export interface ConformanceOptions {
+  /** Build a fresh, isolated adapter per test. */
+  makeAdapter: () => Promise<MessagingAdapter> | MessagingAdapter;
+  /** A thread id that exists in the fixture. */
+  seededThreadId: string;
+  /** Participant ids openThread can legally be called with. */
+  openWith: string[];
+}
+
+/**
+ * The definition of a correct MessagingAdapter. Every adapter runs this.
+ *
+ * Imports vitest, so it ships from the './conformance' subpath ONLY and is never
+ * reachable from the main barrel. Consumers supply their own vitest.
+ *
+ * Usage from another package:
+ *   import { runAdapterConformance } from '@insignia/iios-messaging-ui/conformance';
+ *   runAdapterConformance({ makeAdapter: () => new MockAdapter(), seededThreadId: 'th_1', openWith: ['pp_a'] });
+ */
+export function runAdapterConformance(opts: ConformanceOptions): void {
+  const make = async () => await opts.makeAdapter();
+
+  describe('MessagingAdapter conformance', () => {
+    it('lists conversations', async () => {
+      const a = await make();
+      const list = await a.listConversations();
+      expect(Array.isArray(list)).toBe(true);
+    });
+
+    it('returns history for a seeded thread', async () => {
+      const a = await make();
+      const msgs = await a.history(opts.seededThreadId);
+      expect(Array.isArray(msgs)).toBe(true);
+    });
+
+    it('send resolves with a message carrying the sent text and a stable id', async () => {
+      const a = await make();
+      const m = await a.send(opts.seededThreadId, 'conformance hello');
+      expect(m.text).toBe('conformance hello');
+      expect(typeof m.id).toBe('string');
+      expect(m.id.length).toBeGreaterThan(0);
+    });
+
+    it('a sent message is attributed to the current actor', async () => {
+      const a = await make();
+      const m = await a.send(opts.seededThreadId, 'whose is this');
+      expect(m.actorId).toBe(a.currentActorId());
+    });
+
+    it('currentActorId is known BEFORE any message is sent', async () => {
+      // The bug this SDK exists to kill: identity must come from auth, never be
+      // inferred from history. A fresh adapter already knows who you are.
+      const a = await make();
+      expect(a.currentActorId()).not.toBeNull();
+    });
+
+    it('a sent message appears in history', async () => {
+      const a = await make();
+      await a.send(opts.seededThreadId, 'persist me');
+      const msgs = await a.history(opts.seededThreadId);
+      expect(msgs.some((m) => m.text === 'persist me')).toBe(true);
+    });
+
+    it('subscribe delivers a message event on send', async () => {
+      const a = await make();
+      const seen: MessageEvent[] = [];
+      const off = a.subscribe(opts.seededThreadId, (e) => seen.push(e));
+      await a.send(opts.seededThreadId, 'live one');
+      off();
+      const msgs = seen.filter((e) => e.kind === 'message');
+      expect(msgs.length).toBeGreaterThan(0);
+    });
+
+    it('unsubscribe stops delivery', async () => {
+      const a = await make();
+      const seen: MessageEvent[] = [];
+      const off = a.subscribe(opts.seededThreadId, (e) => seen.push(e));
+      off();
+      await a.send(opts.seededThreadId, 'should not be heard');
+      expect(seen).toHaveLength(0);
+    });
+
+    it('unsubscribe is idempotent', async () => {
+      const a = await make();
+      const off = a.subscribe(opts.seededThreadId, () => {});
+      off();
+      expect(() => off()).not.toThrow();
+    });
+
+    it('openThread returns a thread id', async () => {
+      const a = await make();
+      const { threadId } = await a.openThread({ participantIds: opts.openWith });
+      expect(typeof threadId).toBe('string');
+      expect(threadId.length).toBeGreaterThan(0);
+    });
+
+    it('markRead resolves', async () => {
+      const a = await make();
+      const m = await a.send(opts.seededThreadId, 'read me');
+      await expect(a.markRead(opts.seededThreadId, m.id)).resolves.toBeUndefined();
+    });
+
+    it('sendTyping does not throw', async () => {
+      const a = await make();
+      expect(() => a.sendTyping(opts.seededThreadId)).not.toThrow();
+    });
+  });
+}

packages/iios-messaging-ui/src/hooks/use-channels.ts

@@ -0,0 +1,84 @@
+import { useCallback, useEffect, useState } from 'react';
+import { useAdapter } from '../provider';
+import type { ChannelSummary, CreateChannelInput } from '../types';
+
+export interface ChannelsState {
+  /** Discoverable channels (public + private-I'm-in), each flagged `joined`. */
+  browsable: ChannelSummary[];
+  loading: boolean;
+  error: string | null;
+  /** Whether the adapter implements channels at all — drives showing/hiding the channels UI. */
+  supported: boolean;
+  refetch: () => void;
+  create: (input: CreateChannelInput) => Promise<string>;
+  join: (threadId: string) => Promise<void>;
+  leave: (threadId: string) => Promise<void>;
+}
+
+export function useChannels(): ChannelsState {
+  const adapter = useAdapter();
+  const supported = typeof adapter.browseChannels === 'function';
+  const [browsable, setBrowsable] = useState<ChannelSummary[]>([]);
+  const [loading, setLoading] = useState(supported);
+  const [error, setError] = useState<string | null>(null);
+  const [nonce, setNonce] = useState(0);
+
+  useEffect(() => {
+    if (!adapter.browseChannels) {
+      setLoading(false);
+      return;
+    }
+    let alive = true;
+    setLoading(true);
+    adapter
+      .browseChannels()
+      .then((list) => {
+        if (!alive) return;
+        setBrowsable(list);
+        setError(null);
+      })
+      .catch((e: unknown) => {
+        if (!alive) return;
+        setError(e instanceof Error ? e.message : String(e));
+        setBrowsable([]);
+      })
+      .finally(() => {
+        if (alive) setLoading(false);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter, nonce]);
+
+  const refetch = useCallback(() => setNonce((n) => n + 1), []);
+
+  const create = useCallback(
+    async (input: CreateChannelInput) => {
+      if (!adapter.createChannel) throw new Error('channels not supported by this adapter');
+      const { threadId } = await adapter.createChannel(input);
+      setNonce((n) => n + 1);
+      return threadId;
+    },
+    [adapter],
+  );
+
+  const join = useCallback(
+    async (threadId: string) => {
+      if (!adapter.joinChannel) throw new Error('channels not supported by this adapter');
+      await adapter.joinChannel(threadId);
+      setNonce((n) => n + 1);
+    },
+    [adapter],
+  );
+
+  const leave = useCallback(
+    async (threadId: string) => {
+      if (!adapter.leaveChannel) throw new Error('channels not supported by this adapter');
+      await adapter.leaveChannel(threadId);
+      setNonce((n) => n + 1);
+    },
+    [adapter],
+  );
+
+  return { browsable, loading, error, supported, refetch, create, join, leave };
+}

packages/iios-messaging-ui/src/hooks/use-conversations.test.tsx

@@ -0,0 +1,50 @@
+import { describe, it, expect, vi } from 'vitest';
+import { renderHook, waitFor, act } from '@testing-library/react';
+import type { ReactNode } from 'react';
+import { MessagingProvider } from '../provider';
+import { MockAdapter } from '../adapters/mock';
+import { useConversations } from './use-conversations';
+import type { MessagingAdapter } from '../adapter';
+
+const wrap = (adapter: MessagingAdapter) =>
+  function Wrapper({ children }: { children: ReactNode }) {
+    return <MessagingProvider adapter={adapter}>{children}</MessagingProvider>;
+  };
+
+describe('useConversations', () => {
+  it('starts loading, then resolves the adapter list', async () => {
+    const { result } = renderHook(() => useConversations(), { wrapper: wrap(new MockAdapter()) });
+    expect(result.current.loading).toBe(true);
+
+    await waitFor(() => expect(result.current.loading).toBe(false));
+    // 2 DMs/groups + 2 channels I'm a member of (the un-joined public channel is browse-only).
+    expect(result.current.conversations).toHaveLength(4);
+    expect(result.current.conversations[0]!.threadId).toBe('th_mock_1');
+    expect(result.current.error).toBeNull();
+  });
+
+  it('surfaces adapter failure as error state and never throws', async () => {
+    const adapter = new MockAdapter();
+    vi.spyOn(adapter, 'listConversations').mockRejectedValue(new Error('data door down'));
+
+    const { result } = renderHook(() => useConversations(), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+    expect(result.current.error).toBe('data door down');
+    expect(result.current.conversations).toEqual([]);
+  });
+
+  it('refetch picks up newly opened threads', async () => {
+    const adapter = new MockAdapter();
+    const { result } = renderHook(() => useConversations(), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.conversations).toHaveLength(4));
+
+    await act(async () => {
+      await adapter.openThread({ participantIds: ['pp_dan'] });
+    });
+    await act(async () => {
+      result.current.refetch();
+    });
+
+    await waitFor(() => expect(result.current.conversations).toHaveLength(5));
+  });
+});

packages/iios-messaging-ui/src/hooks/use-conversations.ts

@@ -0,0 +1,45 @@
+import { useCallback, useEffect, useState } from 'react';
+import { useAdapter } from '../provider';
+import type { Conversation } from '../types';
+
+export interface ConversationsState {
+  conversations: Conversation[];
+  loading: boolean;
+  error: string | null;
+  refetch: () => void;
+}
+
+export function useConversations(): ConversationsState {
+  const adapter = useAdapter();
+  const [conversations, setConversations] = useState<Conversation[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const [nonce, setNonce] = useState(0);
+
+  useEffect(() => {
+    let alive = true;
+    setLoading(true);
+    adapter
+      .listConversations()
+      .then((list) => {
+        if (!alive) return;
+        setConversations(list);
+        setError(null);
+      })
+      .catch((e: unknown) => {
+        if (!alive) return;
+        setError(e instanceof Error ? e.message : String(e));
+        setConversations([]);
+      })
+      .finally(() => {
+        if (alive) setLoading(false);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter, nonce]);
+
+  const refetch = useCallback(() => setNonce((n) => n + 1), []);
+
+  return { conversations, loading, error, refetch };
+}

packages/iios-messaging-ui/src/hooks/use-members.ts

@@ -0,0 +1,31 @@
+import { useEffect, useState } from 'react';
+import { useAdapter } from '../provider';
+import type { Person } from '../types';
+
+/** A thread's members (for @mention autocomplete + highlighting). Empty if the adapter
+ *  doesn't implement listMembers, or while loading. */
+export function useMembers(threadId: string | null): Person[] {
+  const adapter = useAdapter();
+  const [members, setMembers] = useState<Person[]>([]);
+
+  useEffect(() => {
+    if (!threadId || !adapter.listMembers) {
+      setMembers([]);
+      return;
+    }
+    let alive = true;
+    adapter
+      .listMembers(threadId)
+      .then((m) => {
+        if (alive) setMembers(m);
+      })
+      .catch(() => {
+        if (alive) setMembers([]);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter, threadId]);
+
+  return members;
+}

packages/iios-messaging-ui/src/hooks/use-messages.test.tsx

@@ -0,0 +1,160 @@
+import { describe, it, expect, vi } from 'vitest';
+import { renderHook, waitFor, act } from '@testing-library/react';
+import type { ReactNode } from 'react';
+import { MessagingProvider } from '../provider';
+import { MockAdapter } from '../adapters/mock';
+import { useMessages } from './use-messages';
+import type { MessagingAdapter } from '../adapter';
+import type { Message } from '../types';
+
+const wrap = (adapter: MessagingAdapter) =>
+  function Wrapper({ children }: { children: ReactNode }) {
+    return <MessagingProvider adapter={adapter}>{children}</MessagingProvider>;
+  };
+
+describe('useMessages', () => {
+  it('loads history for the thread', async () => {
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(new MockAdapter()) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+    expect(result.current.messages).toHaveLength(1);
+    expect(result.current.messages[0]!.text).toBe('Can you review the Henderson estimate?');
+  });
+
+  // REGRESSION: the CRM inferred actor identity by scanning for a sent message, so
+  // before you had spoken in a thread EVERY message rendered as not-yours.
+  it('marks ownership correctly before the user has sent anything', async () => {
+    const adapter = new MockAdapter();
+    await adapter.send('th_mock_1', 'an earlier message of mine');
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.messages).toHaveLength(2));
+
+    // Never sent anything via the hook — ownership still resolves from currentActorId().
+    expect(result.current.messages[0]!.mine).toBe(false); // from pp_sofia
+    expect(result.current.messages[1]!.mine).toBe(true); // from me
+  });
+
+  it('appends an optimistic message immediately on send', async () => {
+    const adapter = new MockAdapter();
+    let release!: () => void;
+    vi.spyOn(adapter, 'send').mockImplementation(
+      () => new Promise((res) => { release = () => res({ id: 'srv_1', actorId: 'me', text: 'hi', at: '2026-07-17T10:00:00.000Z' }); }),
+    );
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+
+    act(() => { void result.current.send('hi'); });
+
+    await waitFor(() => expect(result.current.messages).toHaveLength(2));
+    expect(result.current.messages[1]!.pending).toBe(true);
+    expect(result.current.messages[1]!.mine).toBe(true);
+
+    await act(async () => { release(); });
+    await waitFor(() => expect(result.current.messages[1]!.pending).toBeFalsy());
+  });
+
+  it('rolls back the optimistic message and reports error when send fails', async () => {
+    const adapter = new MockAdapter();
+    vi.spyOn(adapter, 'send').mockRejectedValue(new Error('offline'));
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+
+    await act(async () => {
+      await expect(result.current.send('doomed')).rejects.toThrow('offline');
+    });
+
+    expect(result.current.messages).toHaveLength(1);
+    expect(result.current.messages.some((m) => m.text === 'doomed')).toBe(false);
+    expect(result.current.error).toBe('offline');
+  });
+
+  it('does not duplicate a message when the transport echoes it back', async () => {
+    const adapter = new MockAdapter();
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+
+    // MockAdapter.send emits a 'message' event AND resolves with the same message.
+    await act(async () => { await result.current.send('echo once'); });
+
+    expect(result.current.messages.filter((m) => m.text === 'echo once')).toHaveLength(1);
+  });
+
+  it('collects typing user ids from subscribe events', async () => {
+    const adapter = new MockAdapter();
+    let emit!: (userId: string) => void;
+    vi.spyOn(adapter, 'subscribe').mockImplementation((_t, cb) => {
+      emit = (userId) => cb({ kind: 'typing', userId });
+      return () => {};
+    });
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+
+    act(() => emit('pp_sofia'));
+    expect(result.current.typingUserIds).toEqual(['pp_sofia']);
+  });
+
+  it('unsubscribes on unmount', async () => {
+    const adapter = new MockAdapter();
+    const off = vi.fn();
+    vi.spyOn(adapter, 'subscribe').mockReturnValue(off);
+
+    const { unmount, result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+    unmount();
+
+    expect(off).toHaveBeenCalled();
+  });
+
+  it('keeps a live message that arrives before history resolves', async () => {
+    const adapter = new MockAdapter();
+    let resolveHistory!: (msgs: Message[]) => void;
+    vi.spyOn(adapter, 'history').mockImplementation(
+      () => new Promise<Message[]>((res) => { resolveHistory = res; }),
+    );
+    let emit!: (m: Message) => void;
+    vi.spyOn(adapter, 'subscribe').mockImplementation((_t, cb) => {
+      emit = (m) => cb({ kind: 'message', message: m });
+      return () => {};
+    });
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+
+    // A live message arrives while history() is still pending.
+    act(() => emit({ id: 'live_1', actorId: 'pp_sofia', text: 'ping before history', at: '2026-07-17T10:00:00.000Z' }));
+
+    // History resolves afterwards with an older message.
+    await act(async () => {
+      resolveHistory([{ id: 'hist_1', actorId: 'pp_sofia', text: 'older', at: '2026-07-17T09:00:00.000Z' }]);
+    });
+
+    const texts = result.current.messages.map((m) => m.text);
+    expect(texts).toContain('older');
+    expect(texts).toContain('ping before history'); // must NOT be clobbered by history load
+  });
+
+  it('clears a typing indicator after its TTL elapses', async () => {
+    vi.useFakeTimers();
+    try {
+      const adapter = new MockAdapter();
+      let emit!: (userId: string) => void;
+      vi.spyOn(adapter, 'subscribe').mockImplementation((_t, cb) => {
+        emit = (userId) => cb({ kind: 'typing', userId });
+        return () => {};
+      });
+
+      const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+      await act(async () => { await vi.advanceTimersByTimeAsync(0); }); // flush history microtask
+
+      act(() => emit('pp_sofia'));
+      expect(result.current.typingUserIds).toEqual(['pp_sofia']);
+
+      await act(async () => { await vi.advanceTimersByTimeAsync(3600); });
+      expect(result.current.typingUserIds).toEqual([]);
+    } finally {
+      vi.useRealTimers();
+    }
+  });
+});

packages/iios-messaging-ui/src/hooks/use-messages.ts

@@ -0,0 +1,215 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
+import { useAdapter } from '../provider';
+import { isOwnMessage } from '../types';
+import type { Attachment, Message, SendOpts } from '../types';
+
+const TYPING_TTL_MS = 3500;
+
+export interface UiMessage extends Message {
+  mine: boolean;
+}
+
+export interface MessagesState {
+  messages: UiMessage[];
+  loading: boolean;
+  error: string | null;
+  send: (content: string, opts?: SendOpts) => Promise<void>;
+  react: (messageId: string, emoji: string) => Promise<void>;
+  upload: (file: File) => Promise<Attachment>;
+  typingUserIds: string[];
+  seenIds: Set<string>;
+  sendTyping: () => void;
+  canReact: boolean;
+  canUpload: boolean;
+}
+
+let optimisticSeq = 0;
+
+export function useMessages(threadId: string | null): MessagesState {
+  const adapter = useAdapter();
+  const [raw, setRaw] = useState<Message[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const [typing, setTyping] = useState<Record<string, number>>({});
+  const [seenIds, setSeenIds] = useState<Set<string>>(new Set());
+
+  const currentActorId = adapter.currentActorId();
+  const actorRef = useRef(currentActorId);
+  actorRef.current = currentActorId;
+
+  // Load history, then subscribe. Reconciliation is by message id, so an echoed
+  // send never duplicates the optimistic row.
+  useEffect(() => {
+    if (!threadId) {
+      setRaw([]);
+      setLoading(false);
+      return;
+    }
+    let alive = true;
+    setLoading(true);
+    setRaw([]);
+    setError(null);
+    setSeenIds(new Set());
+    setTyping({});
+
+    adapter
+      .history(threadId)
+      .then((h) => {
+        if (!alive) return;
+        // Merge, don't clobber: a live message can arrive via subscribe while this
+        // history fetch is still in flight. Blindly setting raw = h would drop it.
+        setRaw((live) => {
+          const histIds = new Set(h.map((m) => m.id));
+          const extras = live.filter((m) => !histIds.has(m.id));
+          return extras.length ? [...h, ...extras] : h;
+        });
+        setError(null);
+      })
+      .catch((e: unknown) => {
+        if (alive) setError(e instanceof Error ? e.message : String(e));
+      })
+      .finally(() => {
+        if (alive) setLoading(false);
+      });
+
+    const off = adapter.subscribe(threadId, (e) => {
+      if (!alive) return;
+      switch (e.kind) {
+        case 'message':
+          setRaw((l) => (l.some((m) => m.id === e.message.id) ? l : [...l, e.message]));
+          break;
+        case 'typing':
+          if (e.userId !== actorRef.current) {
+            setTyping((t) => ({ ...t, [e.userId]: Date.now() + TYPING_TTL_MS }));
+          }
+          break;
+        case 'receipt':
+          // Only the OTHER side reading my message counts as "seen".
+          if (e.actorId !== actorRef.current) {
+            setSeenIds((s) => (s.has(e.messageId) ? s : new Set(s).add(e.messageId)));
+          }
+          break;
+        case 'reaction':
+          setRaw((l) => l.map((m) => (m.id === e.messageId ? { ...m, reactions: e.reactions } : m)));
+          break;
+      }
+    });
+
+    return () => {
+      alive = false;
+      off();
+    };
+  }, [adapter, threadId]);
+
+  const messages: UiMessage[] = useMemo(
+    () => raw.map((m) => ({ ...m, mine: isOwnMessage(m, currentActorId) })),
+    [raw, currentActorId],
+  );
+
+  const send = useCallback(
+    async (content: string, opts?: SendOpts) => {
+      if (!threadId) return;
+      const tempId = `optimistic_${optimisticSeq++}`;
+      const optimistic: Message = {
+        id: tempId,
+        actorId: actorRef.current,
+        text: content,
+        at: new Date().toISOString(),
+        pending: true,
+        reactions: [],
+        ...(opts?.parentInteractionId ? { parentInteractionId: opts.parentInteractionId } : {}),
+        ...(opts?.attachment ? { attachment: opts.attachment } : {}),
+      };
+      setRaw((l) => [...l, optimistic]);
+
+      try {
+        const saved = await adapter.send(threadId, content, opts);
+        setError(null);
+        // Replace the optimistic row with the server's. If the subscribe echo already
+        // added the real message, just drop the optimistic one.
+        setRaw((l) => {
+          const withoutTemp = l.filter((m) => m.id !== tempId);
+          return withoutTemp.some((m) => m.id === saved.id) ? withoutTemp : [...withoutTemp, saved];
+        });
+      } catch (e: unknown) {
+        setRaw((l) => l.filter((m) => m.id !== tempId));
+        setError(e instanceof Error ? e.message : String(e));
+        throw e;
+      }
+    },
+    [adapter, threadId],
+  );
+
+  const react = useCallback(
+    async (messageId: string, emoji: string) => {
+      if (!threadId || !adapter.react) return;
+      await adapter.react(threadId, messageId, emoji);
+    },
+    [adapter, threadId],
+  );
+
+  const upload = useCallback(
+    async (file: File): Promise<Attachment> => {
+      if (!adapter.upload) throw new Error('uploads are not supported by this adapter');
+      return adapter.upload(file);
+    },
+    [adapter],
+  );
+
+  const sendTyping = useCallback(() => {
+    if (threadId) adapter.sendTyping(threadId);
+  }, [adapter, threadId]);
+
+  // The newest acknowledged (non-pending) message id — what we report as read.
+  const lastReadableId = useMemo(() => {
+    for (let i = raw.length - 1; i >= 0; i--) {
+      if (!raw[i]!.pending) return raw[i]!.id;
+    }
+    return null;
+  }, [raw]);
+
+  // Report my read of the newest message (drives the other side's "seen" tick).
+  // Keyed on the id, not the whole array, so reaction/optimistic churn doesn't re-fire it.
+  useEffect(() => {
+    if (!threadId || !lastReadableId) return;
+    void adapter.markRead(threadId, lastReadableId).catch(() => {});
+  }, [adapter, threadId, lastReadableId]);
+
+  const typingUserIds = useMemo(() => {
+    const now = Date.now();
+    return Object.entries(typing)
+      .filter(([, exp]) => exp > now)
+      .map(([u]) => u);
+  }, [typing]);
+
+  // Expire stale typing entries. Bumping `typing` to a new reference forces the
+  // memo above to recompute with a fresh `now`, dropping entries past their TTL.
+  // (A bump of unrelated state can't do this — the memo is keyed on `typing`, so it
+  // would return its cached array and the indicator would stick forever.)
+  useEffect(() => {
+    if (typingUserIds.length === 0) return;
+    const t = setTimeout(() => setTyping((p) => ({ ...p })), TYPING_TTL_MS);
+    return () => clearTimeout(t);
+  }, [typingUserIds.length, typing]);
+
+  // Only my messages that the other side has read.
+  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]);
+
+  return {
+    messages,
+    loading,
+    error,
+    send,
+    react,
+    upload,
+    typingUserIds,
+    seenIds: seenMine,
+    sendTyping,
+    canReact: typeof adapter.react === 'function',
+    canUpload: typeof adapter.upload === 'function',
+  };
+}

packages/iios-messaging-ui/src/inbox/adapter.ts

@@ -0,0 +1,32 @@
+import type { MailAttachment, InboxItem, InboxState, MailMessage, MailPerson } from './types';
+
+/**
+ * The inbox seam. A host implements this; the SDK renders it. Mirrors MessagingAdapter's philosophy:
+ * `listInbox` returns the UNIFIED feed (work items + mail folded in) so the folding logic lives in
+ * one place (the adapter, which knows both sources). Compose methods are optional and degrade.
+ */
+export interface InboxAdapter {
+  /** The unified inbox: work items + mail threads as rows, filtered by state (mail shows in OPEN). */
+  listInbox(state?: InboxState): Promise<InboxItem[]>;
+
+  /** Transition a work item's state (Done/Snooze/Archive…). Mail rows are not transitioned. */
+  transition(id: string, state: InboxState): Promise<void>;
+
+  /** Messages of one mail thread (HTML + text parts) for the reader. */
+  mailHistory(threadId: string): Promise<MailMessage[]>;
+
+  /** Reply into an existing mail thread, optionally with one attachment. */
+  mailReply(threadId: string, content: string, attachment?: MailAttachment): Promise<void>;
+
+  // ── Attachments (optional) — absent hides the attach affordance ──
+  /** Upload a file to storage, returning a reference to send with a reply/compose. */
+  uploadAttachment?(file: File): Promise<MailAttachment>;
+
+  // ── Compose (optional) — absent hides the "New message" affordance ──
+  /** People you can compose an in-app message to. */
+  directory?(): Promise<MailPerson[]>;
+  /** App-to-app mail (no SMTP) to a registered user's in-app inbox. */
+  composeInternal?(recipientUserId: string, subject: string, text: string, attachments?: MailAttachment[]): Promise<void>;
+  /** External email (SMTP) to an address. */
+  composeExternal?(target: string, subject: string, text: string, attachments?: MailAttachment[]): Promise<void>;
+}

packages/iios-messaging-ui/src/inbox/hooks.ts

@@ -0,0 +1,174 @@
+import { useCallback, useEffect, useState } from 'react';
+import { useInboxAdapter } from './provider';
+import type { InboxItem, InboxState, MailAttachment, MailMessage, MailPerson } from './types';
+
+export interface InboxData {
+  items: InboxItem[];
+  loading: boolean;
+  error: string | null;
+  transition: (id: string, state: InboxState) => Promise<void>;
+  refetch: () => void;
+}
+
+/** The unified inbox for a given filter state. Refetches when the filter changes. */
+export function useInbox(state?: InboxState): InboxData {
+  const adapter = useInboxAdapter();
+  const [items, setItems] = useState<InboxItem[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const [nonce, setNonce] = useState(0);
+
+  useEffect(() => {
+    let alive = true;
+    setLoading(true);
+    adapter
+      .listInbox(state)
+      .then((list) => {
+        if (!alive) return;
+        setItems(list);
+        setError(null);
+      })
+      .catch((e: unknown) => {
+        if (!alive) return;
+        setError(e instanceof Error ? e.message : String(e));
+        setItems([]);
+      })
+      .finally(() => {
+        if (alive) setLoading(false);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter, state, nonce]);
+
+  const refetch = useCallback(() => setNonce((n) => n + 1), []);
+  const transition = useCallback(
+    async (id: string, next: InboxState) => {
+      await adapter.transition(id, next);
+      setNonce((n) => n + 1);
+    },
+    [adapter],
+  );
+
+  return { items, loading, error, transition, refetch };
+}
+
+export interface MailThreadState {
+  messages: MailMessage[];
+  loading: boolean;
+  error: string | null;
+  reply: (content: string, attachment?: MailAttachment) => Promise<void>;
+  canAttach: boolean;
+  upload: (file: File) => Promise<MailAttachment>;
+  refetch: () => void;
+}
+
+/** One mail thread: history + reply. */
+export function useMailThread(threadId: string | null): MailThreadState {
+  const adapter = useInboxAdapter();
+  const [messages, setMessages] = useState<MailMessage[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const [nonce, setNonce] = useState(0);
+
+  useEffect(() => {
+    if (!threadId) {
+      setMessages([]);
+      setLoading(false);
+      return;
+    }
+    let alive = true;
+    setLoading(true);
+    adapter
+      .mailHistory(threadId)
+      .then((m) => {
+        if (!alive) return;
+        setMessages(m);
+        setError(null);
+      })
+      .catch((e: unknown) => {
+        if (alive) setError(e instanceof Error ? e.message : String(e));
+      })
+      .finally(() => {
+        if (alive) setLoading(false);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter, threadId, nonce]);
+
+  const refetch = useCallback(() => setNonce((n) => n + 1), []);
+  const reply = useCallback(
+    async (content: string, attachment?: MailAttachment) => {
+      if (!threadId) return;
+      await adapter.mailReply(threadId, content, attachment);
+      setNonce((n) => n + 1);
+    },
+    [adapter, threadId],
+  );
+  const upload = useCallback(
+    async (file: File) => {
+      if (!adapter.uploadAttachment) throw new Error('attachments are not supported by this adapter');
+      return adapter.uploadAttachment(file);
+    },
+    [adapter],
+  );
+
+  return { messages, loading, error, reply, canAttach: typeof adapter.uploadAttachment === 'function', upload, refetch };
+}
+
+export interface ComposeState {
+  supported: boolean;
+  directory: MailPerson[];
+  sendInternal: (recipientUserId: string, subject: string, text: string, attachments?: MailAttachment[]) => Promise<void>;
+  sendExternal: (target: string, subject: string, text: string, attachments?: MailAttachment[]) => Promise<void>;
+  canAttach: boolean;
+  upload: (file: File) => Promise<MailAttachment>;
+}
+
+/** Compose a new message — in-app (to a person) or external (to an email). */
+export function useCompose(): ComposeState {
+  const adapter = useInboxAdapter();
+  const supported = typeof adapter.composeInternal === 'function';
+  const [directory, setDirectory] = useState<MailPerson[]>([]);
+
+  useEffect(() => {
+    if (!adapter.directory) return;
+    let alive = true;
+    adapter
+      .directory()
+      .then((d) => {
+        if (alive) setDirectory(d);
+      })
+      .catch(() => {
+        if (alive) setDirectory([]);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter]);
+
+  const sendInternal = useCallback(
+    async (recipientUserId: string, subject: string, text: string, attachments?: MailAttachment[]) => {
+      if (!adapter.composeInternal) throw new Error('compose is not supported by this adapter');
+      await adapter.composeInternal(recipientUserId, subject, text, attachments);
+    },
+    [adapter],
+  );
+  const sendExternal = useCallback(
+    async (target: string, subject: string, text: string, attachments?: MailAttachment[]) => {
+      if (!adapter.composeExternal) throw new Error('compose is not supported by this adapter');
+      await adapter.composeExternal(target, subject, text, attachments);
+    },
+    [adapter],
+  );
+  const upload = useCallback(
+    async (file: File) => {
+      if (!adapter.uploadAttachment) throw new Error('attachments are not supported by this adapter');
+      return adapter.uploadAttachment(file);
+    },
+    [adapter],
+  );
+
+  return { supported, directory, sendInternal, sendExternal, canAttach: typeof adapter.uploadAttachment === 'function', upload };
+}

packages/iios-messaging-ui/src/inbox/inbox.test.tsx

@@ -0,0 +1,97 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen, fireEvent, waitFor } from '@testing-library/react';
+import { InboxProvider } from './provider';
+import { Inbox } from './inbox';
+import { MockInboxAdapter } from '../adapters/mock-inbox';
+
+function mount() {
+  return render(
+    <InboxProvider adapter={new MockInboxAdapter()}>
+      <Inbox />
+    </InboxProvider>,
+  );
+}
+
+describe('mock inbox adapter', () => {
+  it('unifies work items + mail in the Open view; other states drop mail', async () => {
+    const a = new MockInboxAdapter();
+    const open = await a.listInbox('OPEN');
+    expect(open.some((i) => i.kind === 'MAIL')).toBe(true);
+    expect(open.some((i) => i.kind === 'MENTION')).toBe(true);
+    const done = await a.listInbox('DONE');
+    expect(done.some((i) => i.kind === 'MAIL')).toBe(false);
+  });
+
+  it('transition moves a work item out of Open', async () => {
+    const a = new MockInboxAdapter();
+    await a.transition('in_3', 'DONE');
+    expect((await a.listInbox('OPEN')).some((i) => i.id === 'in_3')).toBe(false);
+    expect((await a.listInbox('DONE')).some((i) => i.id === 'in_3')).toBe(true);
+  });
+
+  it('mail reply appends to the thread', async () => {
+    const a = new MockInboxAdapter();
+    await a.mailReply('mt_welcome', 'thanks!');
+    expect((await a.mailHistory('mt_welcome')).some((m) => m.text === 'thanks!')).toBe(true);
+  });
+
+  it('reply carries an uploaded attachment', async () => {
+    const a = new MockInboxAdapter();
+    const ref = await a.uploadAttachment(new File(['x'], 'plan.pdf', { type: 'application/pdf' }));
+    expect(ref).toMatchObject({ filename: 'plan.pdf', mimeType: 'application/pdf' });
+    await a.mailReply('mt_welcome', '', ref);
+    const last = (await a.mailHistory('mt_welcome')).at(-1)!;
+    expect(last.attachment?.filename).toBe('plan.pdf');
+  });
+
+  it('composeInternal carries a first attachment onto the new thread', async () => {
+    const a = new MockInboxAdapter();
+    const ref = await a.uploadAttachment(new File(['x'], 'quote.png', { type: 'image/png' }));
+    await a.composeInternal('pp_sofia', 'Quote', 'see attached', [ref]);
+    const open = await a.listInbox('OPEN');
+    const row = open.find((i) => i.title === 'Quote')!;
+    expect((await a.mailHistory(row.threadId!)).at(-1)?.attachment?.filename).toBe('quote.png');
+  });
+});
+
+describe('<Inbox /> (rendered)', () => {
+  it('lists items and opens a mail thread on click', async () => {
+    mount();
+    // A folded mail row is present.
+    const welcome = await screen.findByText('Welcome to the Founders Club');
+    fireEvent.click(welcome);
+    // The reader opens with a reply box.
+    expect(await screen.findByLabelText('Reply')).toBeTruthy();
+  });
+
+  it('replies into a mail thread', async () => {
+    mount();
+    fireEvent.click(await screen.findByText('Welcome to the Founders Club'));
+    const input = (await screen.findByLabelText('Reply')) as HTMLInputElement;
+    fireEvent.change(input, { target: { value: 'got it' } });
+    fireEvent.click(screen.getByText('Reply'));
+    await waitFor(() => expect(screen.getByText('got it')).toBeTruthy());
+  });
+
+  it('attaches a file into a mail reply', async () => {
+    mount();
+    fireEvent.click(await screen.findByText('Welcome to the Founders Club'));
+    const file = new File(['data'], 'roof.pdf', { type: 'application/pdf' });
+    fireEvent.change(await screen.findByLabelText('Attach file'), { target: { files: [file] } });
+    // The pending chip shows the file, then Reply sends it.
+    await screen.findByText(/roof\.pdf/);
+    fireEvent.click(screen.getByText('Reply'));
+    await waitFor(() => expect(screen.getAllByText(/roof\.pdf/).length).toBeGreaterThan(0));
+  });
+
+  it('composes an in-app message and it shows in the inbox', async () => {
+    mount();
+    fireEvent.click(await screen.findByText('New message'));
+    // pick a recipient
+    fireEvent.click(await screen.findByText('Sofia Ramirez'));
+    fireEvent.change(screen.getByLabelText('Subject'), { target: { value: 'Quick q' } });
+    fireEvent.change(screen.getByLabelText('Message body'), { target: { value: 'ping' } });
+    fireEvent.click(screen.getByText('Send'));
+    await waitFor(() => expect(screen.getByText('Quick q')).toBeTruthy());
+  });
+});

packages/iios-messaging-ui/src/inbox/inbox.tsx

@@ -0,0 +1,328 @@
+import { useEffect, useRef, useState, type FormEvent } from 'react';
+import { ModalPortal } from '../components/modal-portal';
+import { useCompose, useInbox, useMailThread } from './hooks';
+import type { InboxItem, InboxState, MailAttachment, MailPerson } from './types';
+
+const fmtBytes = (n: number): string => {
+  if (!n) return '';
+  if (n < 1024) return `${n} B`;
+  if (n < 1024 * 1024) return `${Math.round(n / 1024)} KB`;
+  return `${(n / (1024 * 1024)).toFixed(1)} MB`;
+};
+
+const FILTERS: { value: InboxState; label: string }[] = [
+  { value: 'OPEN', label: 'Open' },
+  { value: 'SNOOZED', label: 'Snoozed' },
+  { value: 'DONE', label: 'Done' },
+  { value: 'ARCHIVED', label: 'Archived' },
+];
+
+const KIND_LABEL: Record<string, string> = {
+  MAIL: 'Mail',
+  MENTION: 'Mention',
+  NEEDS_REPLY: 'Needs reply',
+  SYSTEM_ALERT: 'Alert',
+  SUPPORT_UPDATE: 'Support',
+};
+
+const timeOf = (iso?: string): string => {
+  if (!iso) return '';
+  const d = new Date(iso);
+  return Number.isNaN(+d) ? '' : d.toLocaleString([], { month: 'short', day: 'numeric', hour: '2-digit', minute: '2-digit' });
+};
+
+/** The unified inbox: work items + mail in one list; click a threaded row to read + reply. */
+export function Inbox() {
+  const [filter, setFilter] = useState<InboxState>('OPEN');
+  const { items, loading, error, transition, refetch } = useInbox(filter);
+  const compose = useCompose();
+  const [selectedId, setSelectedId] = useState<string | null>(null);
+  const [composing, setComposing] = useState(false);
+
+  useEffect(() => {
+    if (selectedId && items.some((i) => i.id === selectedId)) return;
+    setSelectedId(items[0]?.id ?? null);
+  }, [items, selectedId]);
+
+  const selected = items.find((i) => i.id === selectedId) ?? null;
+
+  return (
+    <div className="miu-inbox">
+      <div className="miu-inbox-bar">
+        <div className="miu-inbox-filters">
+          {FILTERS.map((f) => (
+            <button key={f.value} type="button" className={`miu-tab${filter === f.value ? ' is-active' : ''}`} onClick={() => setFilter(f.value)}>
+              {f.label}
+            </button>
+          ))}
+        </div>
+        {compose.supported ? (
+          <button type="button" className="miu-send" onClick={() => setComposing(true)}>
+            New message
+          </button>
+        ) : null}
+      </div>
+
+      <div className="miu-inbox-body">
+        <aside className="miu-inbox-list">
+          {loading && items.length === 0 ? <div className="miu-empty">Loading…</div> : null}
+          {error ? <div className="miu-empty miu-error">{error}</div> : null}
+          {!loading && items.length === 0 ? <div className="miu-empty">Nothing here — you&apos;re all caught up 🎉</div> : null}
+          {items.map((it) => (
+            <button key={it.id} type="button" className={`miu-inbox-row${it.id === selectedId ? ' is-active' : ''}`} onClick={() => setSelectedId(it.id)}>
+              <span className="miu-inbox-glyph" aria-hidden="true">{it.kind === 'MAIL' ? '✉' : it.kind === 'MENTION' ? '@' : '•'}</span>
+              <span className="miu-inbox-main">
+                <span className="miu-inbox-row-top">
+                  <span className="miu-pill">{KIND_LABEL[it.kind] ?? it.kind}</span>
+                  <span className="miu-inbox-title">{it.title}</span>
+                </span>
+                {it.summary ? <span className="miu-inbox-summary">{it.summary}</span> : null}
+              </span>
+              {it.state !== 'OPEN' ? <span className="miu-pill">{it.state.toLowerCase()}</span> : null}
+            </button>
+          ))}
+        </aside>
+
+        <section className="miu-inbox-detail">
+          {selected ? <Detail item={selected} onTransition={(s) => void transition(selected.id, s)} /> : <div className="miu-empty miu-thread-empty">Select an item to read.</div>}
+        </section>
+      </div>
+
+      {composing ? <ComposeModal onClose={() => setComposing(false)} onSent={() => { setComposing(false); refetch(); }} /> : null}
+    </div>
+  );
+}
+
+function Detail({ item, onTransition }: { item: InboxItem; onTransition: (state: InboxState) => void }) {
+  return (
+    <div className="miu-detail">
+      {item.state === 'OPEN' && item.kind !== 'MAIL' ? (
+        <div className="miu-detail-actions">
+          <button type="button" className="miu-tab" onClick={() => onTransition('SNOOZED')}>Snooze</button>
+          <button type="button" className="miu-tab" onClick={() => onTransition('DONE')}>Done</button>
+          <button type="button" className="miu-tab" onClick={() => onTransition('ARCHIVED')}>Archive</button>
+        </div>
+      ) : null}
+      {item.threadId ? (
+        <MailReader threadId={item.threadId} subject={item.title} />
+      ) : (
+        <div className="miu-detail-body">
+          <div className="miu-detail-title">{item.title}</div>
+          {item.summary ? <div className="miu-detail-summary">{item.summary}</div> : null}
+        </div>
+      )}
+    </div>
+  );
+}
+
+/** Read a mail thread (HTML in a sandboxed iframe) + reply. */
+export function MailReader({ threadId, subject }: { threadId: string; subject: string }) {
+  const { messages, loading, error, reply, canAttach, upload } = useMailThread(threadId);
+  const [draft, setDraft] = useState('');
+  const [sending, setSending] = useState(false);
+  const [pending, setPending] = useState<MailAttachment | null>(null);
+  const [attaching, setAttaching] = useState(false);
+  const [attachErr, setAttachErr] = useState<string | null>(null);
+  const fileRef = useRef<HTMLInputElement>(null);
+
+  async function pick(e: React.ChangeEvent<HTMLInputElement>): Promise<void> {
+    const file = e.target.files?.[0];
+    e.target.value = '';
+    if (!file) return;
+    setAttaching(true);
+    setAttachErr(null);
+    try {
+      setPending(await upload(file));
+    } catch (err) {
+      setAttachErr(err instanceof Error ? err.message : String(err));
+    } finally {
+      setAttaching(false);
+    }
+  }
+
+  async function submit(e: FormEvent): Promise<void> {
+    e.preventDefault();
+    const text = draft.trim();
+    if ((!text && !pending) || sending) return;
+    const att = pending;
+    setDraft('');
+    setPending(null);
+    setSending(true);
+    try {
+      await reply(text, att ?? undefined);
+    } catch {
+      setDraft(text);
+      setPending(att);
+    } finally {
+      setSending(false);
+    }
+  }
+
+  return (
+    <div className="miu-mail">
+      <header className="miu-mail-head">{subject || '(no subject)'}</header>
+      <div className="miu-mail-body">
+        {loading && messages.length === 0 ? <div className="miu-empty">Loading…</div> : null}
+        {error ? <div className="miu-empty miu-error">{error}</div> : null}
+        {messages.map((m) => (
+          <article key={m.id} className="miu-mail-msg">
+            <div className="miu-mail-meta">
+              <span>{m.kind === 'EMAIL' ? 'Email' : 'Reply'}{m.actorId ? ` · ${m.actorId}` : ''}</span>
+              <span>{timeOf(m.at)}</span>
+            </div>
+            {m.html ? (
+              <iframe sandbox="" srcDoc={m.html} title="mail body" className="miu-mail-frame" />
+            ) : m.text ? (
+              <div className="miu-mail-text">{m.text}</div>
+            ) : null}
+            {m.attachment ? (
+              <span className="miu-attach-chip">📎 {m.attachment.filename ?? 'attachment'}{m.attachment.sizeBytes ? ` · ${fmtBytes(m.attachment.sizeBytes)}` : ''}</span>
+            ) : null}
+          </article>
+        ))}
+      </div>
+      <form className="miu-composer" onSubmit={submit}>
+        {attachErr ? <div className="miu-empty miu-error">{attachErr}</div> : null}
+        {pending ? (
+          <div className="miu-attach-pending">
+            <span className="miu-attach-chip">📎 {pending.filename ?? 'attachment'}{pending.sizeBytes ? ` · ${fmtBytes(pending.sizeBytes)}` : ''}</span>
+            <button type="button" className="miu-attach-x" onClick={() => setPending(null)} aria-label="Remove attachment">✕</button>
+          </div>
+        ) : null}
+        <div className="miu-composer-row">
+          {canAttach ? (
+            <>
+              <input ref={fileRef} type="file" hidden onChange={pick} aria-label="Attach file" />
+              <button type="button" className="miu-attach-btn" onClick={() => fileRef.current?.click()} disabled={attaching || !!pending} title="Attach a file" aria-label="Attach a file">
+                {attaching ? '…' : '📎'}
+              </button>
+            </>
+          ) : null}
+          <input className="miu-input" value={draft} onChange={(e) => setDraft(e.target.value)} placeholder="Reply…" aria-label="Reply" />
+          <button type="submit" className="miu-send" disabled={(!draft.trim() && !pending) || sending}>Reply</button>
+        </div>
+      </form>
+    </div>
+  );
+}
+
+function ComposeModal({ onClose, onSent }: { onClose: () => void; onSent: () => void }) {
+  const compose = useCompose();
+  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 [err, setErr] = useState<string | null>(null);
+  const [attachments, setAttachments] = useState<MailAttachment[]>([]);
+  const [attaching, setAttaching] = useState(false);
+  const fileRef = useRef<HTMLInputElement>(null);
+
+  const filtered = compose.directory.filter((p) => p.name.toLowerCase().includes(q.trim().toLowerCase()));
+  const canSend = !!recipient && !!subject.trim() && (!!body.trim() || attachments.length > 0) && !busy && !attaching;
+
+  async function pick(e: React.ChangeEvent<HTMLInputElement>): Promise<void> {
+    const file = e.target.files?.[0];
+    e.target.value = '';
+    if (!file || attachments.length >= 10) return;
+    setAttaching(true);
+    setErr(null);
+    try {
+      const ref = await compose.upload(file);
+      setAttachments((a) => [...a, ref]);
+    } catch (e2) {
+      setErr(e2 instanceof Error ? e2.message : String(e2));
+    } finally {
+      setAttaching(false);
+    }
+  }
+
+  async function send(): Promise<void> {
+    if (!canSend) return;
+    setBusy(true);
+    setErr(null);
+    const atts = attachments.length > 0 ? attachments : undefined;
+    try {
+      if (mode === 'internal') await compose.sendInternal(recipient, subject.trim(), body.trim(), atts);
+      else await compose.sendExternal(recipient.trim(), subject.trim(), body.trim(), atts);
+      onSent();
+    } catch (e) {
+      setErr(e instanceof Error ? e.message : String(e));
+    } finally {
+      setBusy(false);
+    }
+  }
+
+  return (
+    <ModalPortal>
+      <div className="miu-modal-overlay" onMouseDown={onClose}>
+      <div className="miu-modal" role="dialog" aria-modal="true" onMouseDown={(e) => e.stopPropagation()}>
+        <div className="miu-modal-head">
+          <span>New message</span>
+          <button type="button" className="miu-pane-close" onClick={onClose} aria-label="Close">✕</button>
+        </div>
+        <div className="miu-modal-body">
+          <div className="miu-compose-modes">
+            <button type="button" className={`miu-tab${mode === 'internal' ? ' is-active' : ''}`} onClick={() => { setMode('internal'); setRecipient(''); }}>In-app</button>
+            <button type="button" className={`miu-tab${mode === 'external' ? ' is-active' : ''}`} onClick={() => { setMode('external'); setRecipient(''); }}>Email</button>
+          </div>
+
+          {mode === 'internal' ? (
+            <div className="miu-field">
+              <span className="miu-field-lbl">To (person)</span>
+              <input className="miu-input" value={q} onChange={(e) => setQ(e.target.value)} placeholder="Search people…" aria-label="Search people" />
+              <div className="miu-people">
+                {filtered.length === 0 ? <div className="miu-empty">No people found.</div> : null}
+                {filtered.map((p: MailPerson) => (
+                  <label key={p.id} className={`miu-person${recipient === p.id ? ' is-active' : ''}`}>
+                    <input type="radio" name="miu-recipient" checked={recipient === p.id} onChange={() => setRecipient(p.id)} />
+                    <span>{p.name}</span>
+                    <span className="miu-pill">{p.kind}</span>
+                  </label>
+                ))}
+              </div>
+            </div>
+          ) : (
+            <div className="miu-field">
+              <span className="miu-field-lbl">To (email)</span>
+              <input className="miu-input" value={recipient} onChange={(e) => setRecipient(e.target.value)} placeholder="name@company.com" aria-label="To email" />
+            </div>
+          )}
+
+          <div className="miu-field">
+            <span className="miu-field-lbl">Subject</span>
+            <input className="miu-input" value={subject} onChange={(e) => setSubject(e.target.value)} placeholder="Subject" aria-label="Subject" />
+          </div>
+          <div className="miu-field">
+            <span className="miu-field-lbl">Message</span>
+            <textarea className="miu-input miu-textarea" value={body} onChange={(e) => setBody(e.target.value)} placeholder="Write your message…" rows={5} aria-label="Message body" />
+          </div>
+          {compose.canAttach ? (
+            <div className="miu-field">
+              <span className="miu-field-lbl">Attachments</span>
+              <div className="miu-attach-list">
+                {attachments.map((a, i) => (
+                  <span key={`${a.contentRef}-${i}`} className="miu-attach-pending">
+                    <span className="miu-attach-chip">📎 {a.filename ?? 'attachment'}{a.sizeBytes ? ` · ${fmtBytes(a.sizeBytes)}` : ''}</span>
+                    <button type="button" className="miu-attach-x" onClick={() => setAttachments((prev) => prev.filter((_, j) => j !== i))} aria-label="Remove attachment">✕</button>
+                  </span>
+                ))}
+                <input ref={fileRef} type="file" hidden onChange={pick} aria-label="Attach file" />
+                <button type="button" className="miu-tab" onClick={() => fileRef.current?.click()} disabled={attaching || attachments.length >= 10}>
+                  {attaching ? 'Uploading…' : '📎 Attach'}
+                </button>
+              </div>
+            </div>
+          ) : null}
+          {err ? <div className="miu-empty miu-error">{err}</div> : null}
+        </div>
+        <div className="miu-modal-foot">
+          <button type="button" className="miu-tab" onClick={onClose}>Cancel</button>
+          <button type="button" className="miu-send" onClick={() => void send()} disabled={!canSend}>{busy ? 'Sending…' : 'Send'}</button>
+        </div>
+      </div>
+      </div>
+    </ModalPortal>
+  );
+}

packages/iios-messaging-ui/src/inbox/provider.tsx

@@ -0,0 +1,16 @@
+import { createContext, useContext, type ReactNode } from 'react';
+import type { InboxAdapter } from './adapter';
+
+const InboxContext = createContext<InboxAdapter | null>(null);
+
+export function InboxProvider({ adapter, children }: { adapter: InboxAdapter; children: ReactNode }) {
+  return <InboxContext.Provider value={adapter}>{children}</InboxContext.Provider>;
+}
+
+/** Access the host-injected inbox adapter. Throws outside a provider — a missing provider is a
+ *  wiring bug, and failing loudly beats a confusing null-deref three layers down. */
+export function useInboxAdapter(): InboxAdapter {
+  const adapter = useContext(InboxContext);
+  if (!adapter) throw new Error('useInboxAdapter must be used within an <InboxProvider>');
+  return adapter;
+}

packages/iios-messaging-ui/src/inbox/types.ts

@@ -0,0 +1,42 @@
+// Domain types for the inbox surface (work items + mail). Zero transport imports.
+
+export type InboxState = 'OPEN' | 'SNOOZED' | 'DONE' | 'ARCHIVED' | 'CANCELLED' | 'STALE';
+
+/** A unified inbox row — a work item (mention/needs-reply/alert) OR a mail thread. */
+export interface InboxItem {
+  id: string;
+  kind: string; // MAIL | MENTION | NEEDS_REPLY | SYSTEM_ALERT | …
+  state: InboxState;
+  title: string;
+  summary?: string;
+  priority: string;
+  /** Present when the row opens a conversation/mail thread. */
+  threadId?: string;
+  createdAt: string;
+}
+
+/** A mail attachment reference (bytes live in storage; the reader resolves a display URL). */
+export interface MailAttachment {
+  contentRef: string;
+  mimeType: string;
+  sizeBytes: number;
+  filename: string | null;
+}
+
+/** One message in a mail thread — HTML and/or plain text, optionally an attachment. */
+export interface MailMessage {
+  id: string;
+  actorId: string | null;
+  kind: string;
+  at: string;
+  html: string | null;
+  text: string | null;
+  attachment: MailAttachment | null;
+}
+
+/** A person you can compose an in-app message to. */
+export interface MailPerson {
+  id: string;
+  name: string;
+  kind: 'staff' | 'customer';
+}

packages/iios-messaging-ui/src/index.ts

@@ -0,0 +1,44 @@
+// Public API. Components land in Plan 2; adapters/kernel in Plan 3.
+//
+// `runAdapterConformance` is deliberately NOT exported here — it imports vitest and
+// ships from the './conformance' subpath so consumers never pull a test runner into
+// their production bundle.
+export { MessagingProvider, useAdapter } from './provider';
+export { useConversations } from './hooks/use-conversations';
+export { useMessages } from './hooks/use-messages';
+export { useChannels } from './hooks/use-channels';
+export { useMembers } from './hooks/use-members';
+export { isOwnMessage } from './types';
+
+// Rendered UI. Pair with the './styles.css' export (or override the --miu-* tokens).
+export { Messenger } from './components/messenger';
+export { ConversationList } from './components/conversation-list';
+export { ChannelBrowser } from './components/channel-browser';
+export { Thread } from './components/thread';
+export { ThreadPane } from './components/thread-pane';
+
+// ── Inbox domain (work items + mail) ──
+export { InboxProvider, useInboxAdapter } from './inbox/provider';
+export { useInbox, useMailThread, useCompose } from './inbox/hooks';
+export { Inbox, MailReader } from './inbox/inbox';
+export type { InboxAdapter } from './inbox/adapter';
+export type { InboxItem, InboxState, MailAttachment, MailMessage, MailPerson } from './inbox/types';
+
+export type { MessagingAdapter } from './adapter';
+export type { ConversationsState } from './hooks/use-conversations';
+export type { MessagesState, UiMessage } from './hooks/use-messages';
+export type { ChannelsState } from './hooks/use-channels';
+export type {
+  Attachment,
+  ChannelSummary,
+  ChannelVisibility,
+  Conversation,
+  CreateChannelInput,
+  Membership,
+  Message,
+  MessageEvent,
+  Person,
+  Reaction,
+  SendOpts,
+  Unsubscribe,
+} from './types';

packages/iios-messaging-ui/src/mentions.test.tsx

@@ -0,0 +1,55 @@
+import { describe, it, expect, vi } from 'vitest';
+import { render, screen, fireEvent, waitFor } from '@testing-library/react';
+import { MessagingProvider } from './provider';
+import { Messenger } from './components/messenger';
+import { MockAdapter } from './adapters/mock';
+import { insertMention, resolveMentions, trailingMentionQuery } from './mentions';
+import type { Person } from './types';
+
+const people: Person[] = [
+  { id: 'pp_sofia', name: 'Sofia Ramirez', kind: 'staff' },
+  { id: 'pp_dan', name: 'Dan Whitaker', kind: 'staff' },
+];
+
+describe('mention helpers', () => {
+  it('trailingMentionQuery finds the @token being typed', () => {
+    expect(trailingMentionQuery('hey @Sof')).toBe('Sof');
+    expect(trailingMentionQuery('@')).toBe('');
+    expect(trailingMentionQuery('no mention here')).toBeNull();
+    expect(trailingMentionQuery('done @Sofia Ramirez ')).toBeNull(); // completed, trailing space
+  });
+
+  it('insertMention replaces the trailing query, keeping the boundary', () => {
+    expect(insertMention('hey @Sof', 'Sofia Ramirez')).toBe('hey @Sofia Ramirez ');
+    expect(insertMention('@ch', 'channel')).toBe('@channel ');
+  });
+
+  it('resolveMentions maps names to ids; @channel expands to everyone', () => {
+    expect(resolveMentions('ping @Sofia Ramirez', people)).toEqual(['pp_sofia']);
+    expect(resolveMentions('nobody here', people)).toEqual([]);
+    expect(resolveMentions('@channel ship it', people).sort()).toEqual(['pp_dan', 'pp_sofia']);
+  });
+});
+
+describe('<Thread /> @mention autocomplete', () => {
+  it('picking a suggestion inserts the name and send carries the mention id', async () => {
+    const adapter = new MockAdapter();
+    const sendSpy = vi.spyOn(adapter, 'send');
+    render(
+      <MessagingProvider adapter={adapter}>
+        <Messenger />
+      </MessagingProvider>,
+    );
+    const input = (await screen.findByLabelText('Message')) as HTMLInputElement;
+    fireEvent.change(input, { target: { value: 'hey @Sof' } });
+
+    // The suggestion (role=option) is distinct from the sidebar row of the same name.
+    fireEvent.click(await screen.findByRole('option', { name: 'Sofia Ramirez' }));
+    expect(input.value).toBe('hey @Sofia Ramirez ');
+
+    fireEvent.click(screen.getByText('Send'));
+    await waitFor(() => expect(sendSpy).toHaveBeenCalled());
+    const opts = sendSpy.mock.calls[0]![2];
+    expect(opts?.mentions).toContain('pp_sofia');
+  });
+});

packages/iios-messaging-ui/src/mentions.tsx

@@ -0,0 +1,51 @@
+import type { ReactNode } from 'react';
+import type { Person } from './types';
+
+/** Room-wide mention tokens, always offered alongside members. */
+export const SPECIAL_MENTIONS = ['channel', 'here'];
+
+function esc(s: string): string {
+  return s.replace(/[.*+?^${}()|[\]\\]/g, '\\$&');
+}
+
+/** The @token currently being typed at the end of the draft (caret-at-end), or null. */
+export function trailingMentionQuery(draft: string): string | null {
+  const m = draft.match(/(?:^|\s)@([\w]*)$/);
+  return m ? (m[1] ?? '') : null;
+}
+
+/** Replace the trailing @query with `@insert ` (keeping the leading boundary). */
+export function insertMention(draft: string, insert: string): string {
+  return draft.replace(/(^|\s)@([\w]*)$/, (_full, lead: string) => `${lead}@${insert} `);
+}
+
+/** Resolve the opaque mention userId list from the final text + known members. */
+export function resolveMentions(text: string, members: Person[]): string[] {
+  const ids = new Set<string>();
+  for (const p of members) if (text.includes(`@${p.name}`)) ids.add(p.id);
+  if (/@channel\b/.test(text) || /@here\b/.test(text)) for (const p of members) ids.add(p.id);
+  return [...ids];
+}
+
+/** Render text with @mentions (member names + @channel/@here) wrapped for highlighting. */
+export function highlightMentions(text: string, memberNames: string[]): ReactNode[] {
+  // Longest-first so "@Sofia Ramirez" wins over a bare "@Sofia".
+  const names = [...new Set([...memberNames, ...SPECIAL_MENTIONS])].filter(Boolean).sort((a, b) => b.length - a.length);
+  if (names.length === 0) return [text];
+  const re = new RegExp(`@(${names.map(esc).join('|')})`, 'g');
+  const out: ReactNode[] = [];
+  let last = 0;
+  let key = 0;
+  let m: RegExpExecArray | null;
+  while ((m = re.exec(text)) !== null) {
+    if (m.index > last) out.push(text.slice(last, m.index));
+    out.push(
+      <span key={`m${key++}`} className="miu-mention">
+        {m[0]}
+      </span>,
+    );
+    last = m.index + m[0].length;
+  }
+  if (last < text.length) out.push(text.slice(last));
+  return out.length > 0 ? out : [text];
+}

packages/iios-messaging-ui/src/provider.test.tsx

@@ -0,0 +1,25 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen } from '@testing-library/react';
+import { MessagingProvider, useAdapter } from './provider';
+import { MockAdapter } from './adapters/mock';
+
+function ShowActor() {
+  const adapter = useAdapter();
+  return <span>{adapter.currentActorId()}</span>;
+}
+
+describe('MessagingProvider', () => {
+  it('supplies the injected adapter to descendants', () => {
+    render(
+      <MessagingProvider adapter={new MockAdapter()}>
+        <ShowActor />
+      </MessagingProvider>,
+    );
+    expect(screen.getByText('me')).toBeDefined();
+  });
+
+  it('throws a helpful error when a hook is used outside the provider', () => {
+    // React logs the error boundary trace; that noise is expected.
+    expect(() => render(<ShowActor />)).toThrow(/useAdapter must be used within a <MessagingProvider>/);
+  });
+});

packages/iios-messaging-ui/src/provider.tsx

@@ -0,0 +1,22 @@
+import { createContext, useContext, type ReactNode } from 'react';
+import type { MessagingAdapter } from './adapter';
+
+const AdapterContext = createContext<MessagingAdapter | null>(null);
+
+export function MessagingProvider({
+  adapter,
+  children,
+}: {
+  adapter: MessagingAdapter;
+  children: ReactNode;
+}) {
+  return <AdapterContext.Provider value={adapter}>{children}</AdapterContext.Provider>;
+}
+
+/** Access the host-injected adapter. Throws outside a provider — a missing provider is
+ *  a wiring bug, and failing loudly beats a confusing null-deref three layers down. */
+export function useAdapter(): MessagingAdapter {
+  const adapter = useContext(AdapterContext);
+  if (!adapter) throw new Error('useAdapter must be used within a <MessagingProvider>');
+  return adapter;
+}

packages/iios-messaging-ui/src/smoke.test.tsx

@@ -0,0 +1,9 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen } from '@testing-library/react';
+
+describe('test infrastructure', () => {
+  it('renders React components in jsdom', () => {
+    render(<div>messaging-ui</div>);
+    expect(screen.getByText('messaging-ui')).toBeDefined();
+  });
+});

packages/iios-messaging-ui/src/styles.css

@@ -0,0 +1,944 @@
+/* Default theme for @insignia/iios-messaging-ui. Everything is driven by CSS variables
+   scoped to .miu-messenger, so a host restyles by overriding the tokens — no component edits. */
+.miu-messenger {
+  --miu-bg: #0e0e13;
+  --miu-panel: #16161d;
+  --miu-panel-2: #1d1d26;
+  --miu-border: #262631;
+  --miu-text: #e9e9ef;
+  --miu-muted: #9a9aa7;
+  --miu-accent: #fda913;
+  --miu-accent-text: #1a1206;
+  --miu-radius: 12px;
+
+  display: flex;
+  height: 100%;
+  min-height: 0;
+  color: var(--miu-text);
+  background: var(--miu-bg);
+  font-family: system-ui, -apple-system, "Segoe UI", sans-serif;
+  font-size: 14px;
+}
+
+.miu-sidebar {
+  width: 300px;
+  flex-shrink: 0;
+  border-right: 1px solid var(--miu-border);
+  overflow-y: auto;
+  background: var(--miu-panel);
+}
+
+.miu-main {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+}
+
+/* conversation list */
+.miu-convlist {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+}
+.miu-convrow {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  width: 100%;
+  padding: 11px 14px;
+  border: none;
+  border-bottom: 1px solid var(--miu-border);
+  background: transparent;
+  color: inherit;
+  text-align: left;
+  cursor: pointer;
+  font: inherit;
+}
+.miu-convrow:hover {
+  background: var(--miu-panel-2);
+}
+.miu-convrow.is-active {
+  background: var(--miu-panel-2);
+}
+.miu-avatar {
+  width: 34px;
+  height: 34px;
+  flex-shrink: 0;
+  border-radius: 50%;
+  display: grid;
+  place-items: center;
+  font-size: 12px;
+  font-weight: 700;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+.miu-convrow-main {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 2px;
+}
+.miu-convrow-title {
+  font-weight: 600;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+.miu-convrow-preview {
+  color: var(--miu-muted);
+  font-size: 12.5px;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+.miu-badge {
+  flex-shrink: 0;
+  min-width: 18px;
+  height: 18px;
+  padding: 0 5px;
+  border-radius: 999px;
+  display: grid;
+  place-items: center;
+  font-size: 11px;
+  font-weight: 700;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+
+/* thread */
+.miu-thread {
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  min-height: 0;
+}
+.miu-messages {
+  flex: 1;
+  min-height: 0;
+  overflow-y: auto;
+  padding: 16px;
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+}
+.miu-msg {
+  display: flex;
+  flex-direction: column;
+  align-items: flex-start;
+  max-width: 78%;
+}
+.miu-msg.is-mine {
+  align-self: flex-end;
+  align-items: flex-end;
+}
+.miu-bubble {
+  padding: 8px 12px;
+  border-radius: 14px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+  white-space: pre-wrap;
+  word-break: break-word;
+}
+.miu-msg.is-mine .miu-bubble {
+  border: none;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+.miu-msg.is-pending {
+  opacity: 0.6;
+}
+.miu-bubble-row {
+  display: flex;
+  align-items: center;
+  gap: 4px;
+}
+.miu-msg.is-mine .miu-bubble-row {
+  flex-direction: row-reverse;
+}
+.miu-msg-actions {
+  display: flex;
+  gap: 2px;
+  flex-shrink: 0;
+}
+.miu-thread-link {
+  align-self: flex-start;
+  margin-top: 3px;
+  padding: 3px 9px;
+  border-radius: 999px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+  color: var(--miu-accent);
+  font-size: 12px;
+  font-weight: 600;
+  cursor: pointer;
+}
+.miu-msg.is-mine .miu-thread-link {
+  align-self: flex-end;
+}
+.miu-react-wrap {
+  position: relative;
+  flex-shrink: 0;
+}
+.miu-react-btn {
+  border: none;
+  background: none;
+  cursor: pointer;
+  opacity: 0;
+  font-size: 14px;
+  padding: 2px;
+  transition: opacity 0.12s;
+}
+.miu-msg:hover .miu-react-btn {
+  opacity: 0.6;
+}
+.miu-react-btn:hover {
+  opacity: 1;
+}
+.miu-react-picker {
+  position: absolute;
+  /* Open downward + right-aligned so it never clips against the top of the scroll area
+     (the reported bug) or spills past the right edge. */
+  top: 100%;
+  right: 0;
+  margin-top: 4px;
+  display: flex;
+  gap: 2px;
+  padding: 4px;
+  border-radius: 999px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+  box-shadow: 0 6px 20px rgba(0, 0, 0, 0.4);
+  z-index: 5;
+  width: max-content;
+}
+/* On my own (right-aligned) messages, anchor the picker to the left instead so it stays in view. */
+.miu-msg.is-mine .miu-react-picker {
+  right: auto;
+  left: 0;
+}
+.miu-react-emoji {
+  border: none;
+  background: none;
+  cursor: pointer;
+  font-size: 16px;
+  padding: 2px 4px;
+  border-radius: 6px;
+}
+.miu-react-emoji:hover {
+  background: var(--miu-panel-2);
+}
+.miu-reactions {
+  display: flex;
+  gap: 4px;
+  margin-top: 3px;
+}
+.miu-reaction {
+  font-size: 12px;
+  padding: 1px 7px;
+  border-radius: 999px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel-2);
+  color: var(--miu-text);
+  cursor: pointer;
+}
+.miu-reaction.is-mine {
+  border-color: var(--miu-accent);
+}
+
+/* attachments */
+.miu-att-img-link {
+  display: inline-block;
+  margin-top: 4px;
+}
+.miu-att-img {
+  max-width: 260px;
+  max-height: 220px;
+  border-radius: 8px;
+  border: 1px solid var(--miu-border);
+}
+.miu-att-file {
+  display: inline-block;
+  margin-top: 4px;
+  padding: 6px 10px;
+  border-radius: 8px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel-2);
+  color: var(--miu-text);
+  text-decoration: none;
+  font-size: 13px;
+}
+.miu-seen {
+  font-size: 11px;
+  color: var(--miu-muted);
+  margin-top: 2px;
+}
+.miu-typing {
+  font-size: 12.5px;
+  color: var(--miu-muted);
+  font-style: italic;
+}
+
+/* mentions */
+.miu-mention {
+  color: var(--miu-accent);
+  font-weight: 600;
+}
+.miu-msg.is-mine .miu-bubble .miu-mention {
+  color: var(--miu-accent-text);
+  text-decoration: underline;
+}
+
+/* composer */
+.miu-composer {
+  position: relative;
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+  padding: 12px;
+  border-top: 1px solid var(--miu-border);
+}
+.miu-composer-row {
+  display: flex;
+  gap: 8px;
+}
+.miu-file-input {
+  display: none;
+}
+.miu-attach-btn {
+  flex-shrink: 0;
+  width: 38px;
+  border-radius: 10px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+  color: var(--miu-text);
+  cursor: pointer;
+  font-size: 16px;
+}
+.miu-staged {
+  display: inline-flex;
+  align-items: center;
+  gap: 8px;
+  align-self: flex-start;
+  padding: 5px 10px;
+  border-radius: 999px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel-2);
+  font-size: 13px;
+}
+.miu-staged-x {
+  border: none;
+  background: none;
+  color: var(--miu-muted);
+  cursor: pointer;
+  padding: 0;
+  line-height: 1;
+}
+
+/* inbox mail attachments */
+.miu-attach-chip {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  padding: 4px 10px;
+  border-radius: 999px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel-2);
+  color: var(--miu-text);
+  font-size: 12.5px;
+  max-width: 100%;
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+.miu-mail-msg .miu-attach-chip {
+  margin-top: 6px;
+}
+.miu-attach-pending {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+}
+.miu-attach-x {
+  border: none;
+  background: none;
+  color: var(--miu-muted);
+  cursor: pointer;
+  padding: 0 2px;
+  line-height: 1;
+  font-size: 12px;
+}
+.miu-attach-list {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: 8px;
+}
+.miu-suggest {
+  position: absolute;
+  left: 12px;
+  right: 12px;
+  bottom: calc(100% - 4px);
+  margin: 0;
+  padding: 4px;
+  list-style: none;
+  max-height: 200px;
+  overflow-y: auto;
+  border: 1px solid var(--miu-border);
+  border-radius: var(--miu-radius);
+  background: var(--miu-panel);
+  box-shadow: 0 10px 30px -12px rgba(0, 0, 0, 0.6);
+  z-index: 5;
+}
+.miu-suggest-item {
+  display: block;
+  width: 100%;
+  text-align: left;
+  padding: 7px 10px;
+  border: none;
+  border-radius: 8px;
+  background: transparent;
+  color: var(--miu-text);
+  font: inherit;
+  cursor: pointer;
+}
+.miu-suggest-item:hover {
+  background: var(--miu-panel-2);
+}
+.miu-input {
+  flex: 1;
+  padding: 9px 12px;
+  border-radius: 10px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+  color: var(--miu-text);
+  font: inherit;
+  outline: none;
+}
+.miu-input:focus {
+  border-color: var(--miu-accent);
+}
+.miu-send {
+  padding: 0 16px;
+  border-radius: 10px;
+  border: none;
+  font-weight: 700;
+  cursor: pointer;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+.miu-send:disabled {
+  opacity: 0.5;
+  cursor: not-allowed;
+}
+
+/* sidebar sections + channel browser */
+.miu-section {
+  border-bottom: 1px solid var(--miu-border);
+}
+.miu-section-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 10px 14px 4px;
+  font-size: 11px;
+  font-weight: 700;
+  letter-spacing: 0.06em;
+  text-transform: uppercase;
+  color: var(--miu-muted);
+}
+.miu-section-add {
+  border: none;
+  background: transparent;
+  color: var(--miu-muted);
+  cursor: pointer;
+  font-size: 16px;
+  line-height: 1;
+  padding: 0 4px;
+}
+.miu-section-add:hover {
+  color: var(--miu-text);
+}
+.miu-empty-sm {
+  padding: 8px 14px 12px;
+  text-align: left;
+  font-size: 12.5px;
+}
+
+.miu-browser {
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  min-height: 0;
+  padding: 16px;
+  gap: 14px;
+  overflow-y: auto;
+}
+.miu-browser-head {
+  font-size: 16px;
+  font-weight: 700;
+}
+.miu-channel-create {
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+  padding: 12px;
+  border: 1px solid var(--miu-border);
+  border-radius: var(--miu-radius);
+  background: var(--miu-panel);
+}
+.miu-channel-vis {
+  display: flex;
+  gap: 16px;
+  font-size: 13px;
+  color: var(--miu-muted);
+}
+.miu-channel-vis label {
+  display: inline-flex;
+  align-items: center;
+  gap: 5px;
+  cursor: pointer;
+}
+/* new conversation (DM / group) picker */
+.miu-newconv {
+  display: flex;
+  flex-direction: column;
+  gap: 10px;
+}
+/* Submit buttons in the stacked create/compose forms size to content, not full width. */
+.miu-newconv .miu-send,
+.miu-channel-create .miu-send {
+  align-self: flex-start;
+  height: 38px;
+}
+.miu-person-row {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  padding: 8px 10px;
+  border: 1px solid var(--miu-border);
+  border-radius: 10px;
+  background: var(--miu-panel);
+  cursor: pointer;
+}
+.miu-person-row:hover {
+  border-color: var(--miu-accent);
+}
+.miu-person-row.is-active {
+  border-color: var(--miu-accent);
+  background: color-mix(in srgb, var(--miu-accent) 10%, var(--miu-panel));
+}
+.miu-person-row .miu-browser-name {
+  flex: 1 1 auto;
+}
+.miu-browser-list {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+}
+.miu-browser-row {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  padding: 10px 12px;
+  border: 1px solid var(--miu-border);
+  border-radius: var(--miu-radius);
+  background: var(--miu-panel);
+}
+.miu-channel-glyph {
+  width: 30px;
+  height: 30px;
+  flex-shrink: 0;
+  border-radius: 8px;
+  display: grid;
+  place-items: center;
+  font-weight: 700;
+  color: var(--miu-muted);
+  background: var(--miu-panel-2);
+}
+.miu-browser-main {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 1px;
+}
+.miu-browser-name {
+  font-weight: 600;
+}
+.miu-browser-topic {
+  font-size: 12.5px;
+  color: var(--miu-muted);
+}
+.miu-browser-meta {
+  font-size: 11.5px;
+  color: var(--miu-muted);
+}
+.miu-join {
+  flex-shrink: 0;
+  padding: 5px 14px;
+  border-radius: 8px;
+  border: none;
+  font-weight: 700;
+  cursor: pointer;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+.miu-browser-joined {
+  flex-shrink: 0;
+  font-size: 12px;
+  color: var(--miu-muted);
+}
+
+/* thread pane (Slack-style) */
+.miu-pane {
+  width: 340px;
+  flex-shrink: 0;
+  display: flex;
+  flex-direction: column;
+  min-height: 0;
+  border-left: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+}
+.miu-pane-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 12px 16px;
+  border-bottom: 1px solid var(--miu-border);
+  font-weight: 700;
+}
+.miu-pane-close {
+  border: none;
+  background: none;
+  color: var(--miu-muted);
+  cursor: pointer;
+  font-size: 15px;
+}
+.miu-pane-messages {
+  background: var(--miu-bg);
+}
+.miu-pane-divider {
+  font-size: 11.5px;
+  color: var(--miu-muted);
+  text-align: center;
+  margin: 4px 0;
+  padding-bottom: 4px;
+  border-bottom: 1px solid var(--miu-border);
+}
+
+/* ── Inbox ── */
+.miu-inbox {
+  --miu-bg: #0e0e13;
+  --miu-panel: #16161d;
+  --miu-panel-2: #1d1d26;
+  --miu-border: #262631;
+  --miu-text: #e9e9ef;
+  --miu-muted: #9a9aa7;
+  --miu-accent: #fda913;
+  --miu-accent-text: #1a1206;
+  --miu-radius: 12px;
+
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  min-height: 0;
+  color: var(--miu-text);
+  background: var(--miu-bg);
+  font-family: system-ui, -apple-system, 'Segoe UI', sans-serif;
+  font-size: 14px;
+}
+.miu-inbox-bar {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 8px;
+  padding: 10px 12px;
+  border-bottom: 1px solid var(--miu-border);
+}
+.miu-inbox-filters {
+  display: flex;
+  gap: 4px;
+}
+.miu-tab {
+  padding: 6px 12px;
+  border-radius: 999px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+  color: var(--miu-text);
+  font: inherit;
+  font-size: 13px;
+  cursor: pointer;
+}
+.miu-tab.is-active {
+  background: var(--miu-accent);
+  color: var(--miu-accent-text);
+  border-color: var(--miu-accent);
+  font-weight: 700;
+}
+.miu-inbox-body {
+  flex: 1;
+  min-height: 0;
+  display: flex;
+}
+.miu-inbox-list {
+  width: 340px;
+  flex-shrink: 0;
+  overflow-y: auto;
+  border-right: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+}
+.miu-inbox-row {
+  display: flex;
+  align-items: flex-start;
+  gap: 10px;
+  width: 100%;
+  padding: 12px 14px;
+  border: none;
+  border-bottom: 1px solid var(--miu-border);
+  background: transparent;
+  color: inherit;
+  text-align: left;
+  cursor: pointer;
+  font: inherit;
+}
+.miu-inbox-row:hover,
+.miu-inbox-row.is-active {
+  background: var(--miu-panel-2);
+}
+.miu-inbox-glyph {
+  width: 26px;
+  height: 26px;
+  flex-shrink: 0;
+  border-radius: 7px;
+  display: grid;
+  place-items: center;
+  color: var(--miu-muted);
+  background: var(--miu-panel-2);
+  font-weight: 700;
+}
+.miu-inbox-main {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 2px;
+}
+.miu-inbox-row-top {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+}
+.miu-pill {
+  flex-shrink: 0;
+  font-size: 10.5px;
+  font-weight: 700;
+  padding: 1px 7px;
+  border-radius: 999px;
+  color: var(--miu-muted);
+  background: var(--miu-panel-2);
+  text-transform: capitalize;
+}
+.miu-inbox-title {
+  font-weight: 600;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+.miu-inbox-summary {
+  color: var(--miu-muted);
+  font-size: 12.5px;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+.miu-inbox-detail {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+  background: var(--miu-bg);
+}
+.miu-detail {
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  min-height: 0;
+}
+.miu-detail-actions {
+  display: flex;
+  justify-content: flex-end;
+  gap: 6px;
+  padding: 10px 14px;
+  border-bottom: 1px solid var(--miu-border);
+}
+.miu-detail-body {
+  padding: 22px;
+}
+.miu-detail-title {
+  font-weight: 700;
+  font-size: 16px;
+  margin-bottom: 6px;
+}
+.miu-detail-summary {
+  color: var(--miu-muted);
+  line-height: 1.55;
+}
+
+/* mail reader */
+.miu-mail {
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  min-height: 0;
+}
+.miu-mail-head {
+  padding: 12px 18px;
+  border-bottom: 1px solid var(--miu-border);
+  font-weight: 700;
+  font-size: 15px;
+}
+.miu-mail-body {
+  flex: 1;
+  min-height: 0;
+  overflow-y: auto;
+  padding: 16px;
+  display: flex;
+  flex-direction: column;
+  gap: 12px;
+}
+.miu-mail-msg {
+  border: 1px solid var(--miu-border);
+  border-radius: var(--miu-radius);
+  background: var(--miu-panel);
+  overflow: hidden;
+}
+.miu-mail-meta {
+  display: flex;
+  justify-content: space-between;
+  padding: 7px 12px;
+  border-bottom: 1px solid var(--miu-border);
+  font-size: 12px;
+  color: var(--miu-muted);
+}
+.miu-mail-frame {
+  width: 100%;
+  height: 200px;
+  border: none;
+  background: #fff;
+}
+.miu-mail-text {
+  padding: 12px;
+  white-space: pre-wrap;
+  word-break: break-word;
+}
+
+/* compose modal — portaled to <body>, so carry SDK theme-token defaults here (the host's
+   own token mapping + a synchronous copy on the portal root override these). */
+.miu-portal {
+  --miu-bg: #0e0e13;
+  --miu-panel: #16161d;
+  --miu-panel-2: #1d1d26;
+  --miu-border: #262631;
+  --miu-text: #e9e9ef;
+  --miu-muted: #9a9aa7;
+  --miu-accent: #fda913;
+  --miu-accent-text: #1a1206;
+  --miu-radius: 12px;
+}
+.miu-modal-overlay {
+  position: fixed;
+  inset: 0;
+  z-index: 2147483000;
+  background: rgba(2, 2, 6, 0.6);
+  display: grid;
+  place-items: center;
+  padding: 20px;
+}
+.miu-modal {
+  width: 100%;
+  max-width: 520px;
+  max-height: 88vh;
+  display: flex;
+  flex-direction: column;
+  border: 1px solid var(--miu-border);
+  border-radius: 16px;
+  background: var(--miu-panel);
+  color: var(--miu-text);
+  font-family: system-ui, -apple-system, 'Segoe UI', sans-serif;
+}
+.miu-modal-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 16px 18px;
+  border-bottom: 1px solid var(--miu-border);
+  font-weight: 700;
+}
+.miu-modal-body {
+  padding: 16px 18px;
+  overflow-y: auto;
+  display: flex;
+  flex-direction: column;
+  gap: 12px;
+}
+.miu-modal-foot {
+  display: flex;
+  justify-content: flex-end;
+  gap: 8px;
+  padding: 14px 18px;
+  border-top: 1px solid var(--miu-border);
+}
+.miu-compose-modes {
+  display: flex;
+  gap: 6px;
+}
+.miu-field {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+}
+.miu-field-lbl {
+  font-size: 12.5px;
+  font-weight: 600;
+  color: var(--miu-muted);
+}
+.miu-textarea {
+  resize: vertical;
+  min-height: 90px;
+}
+.miu-people {
+  display: flex;
+  flex-direction: column;
+  gap: 2px;
+  max-height: 180px;
+  overflow-y: auto;
+}
+.miu-person {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  padding: 7px 10px;
+  border-radius: 10px;
+  cursor: pointer;
+}
+.miu-person.is-active {
+  background: var(--miu-panel-2);
+}
+.miu-person span:nth-of-type(1) {
+  flex: 1;
+}
+
+/* misc */
+.miu-empty {
+  padding: 24px;
+  color: var(--miu-muted);
+  text-align: center;
+}
+.miu-thread-empty {
+  margin: auto;
+}
+.miu-error {
+  color: #f0563f;
+}

packages/iios-messaging-ui/src/test-setup.ts

@@ -0,0 +1,8 @@
+import { afterEach } from 'vitest';
+import { cleanup } from '@testing-library/react';
+
+// @testing-library/react auto-registers cleanup only when afterEach is a global.
+// We run with globals: false, so register it explicitly.
+afterEach(() => {
+  cleanup();
+});

packages/iios-messaging-ui/src/types.test.ts

@@ -0,0 +1,28 @@
+import { describe, it, expect } from 'vitest';
+import { isOwnMessage } from './types';
+import type { Message } from './types';
+
+const base: Message = {
+  id: 'm1',
+  actorId: 'actor_a',
+  text: 'hello',
+  at: '2026-07-17T10:00:00.000Z',
+};
+
+describe('isOwnMessage', () => {
+  it('is true when the message actor matches the current actor', () => {
+    expect(isOwnMessage(base, 'actor_a')).toBe(true);
+  });
+
+  it('is false when the actors differ', () => {
+    expect(isOwnMessage(base, 'actor_b')).toBe(false);
+  });
+
+  it('is false when the current actor is unknown', () => {
+    expect(isOwnMessage(base, null)).toBe(false);
+  });
+
+  it('is false when the message has no actor', () => {
+    expect(isOwnMessage({ ...base, actorId: null }, 'actor_a')).toBe(false);
+  });
+});

packages/iios-messaging-ui/src/types.ts

@@ -0,0 +1,87 @@
+// Domain types for the messaging UI. Zero imports on purpose: this file must never
+// reach for a transport package. Adapters map their own DTOs onto these.
+
+export type Membership = 'dm' | 'group' | 'channel';
+
+export type ChannelVisibility = 'public' | 'private';
+
+export interface Person {
+  id: string;
+  name: string;
+  kind: 'staff' | 'customer';
+}
+
+export interface Conversation {
+  threadId: string;
+  title: string;
+  subject: string | null;
+  membership: Membership | null;
+  participants: string[];
+  unread: number;
+  lastMessage?: string;
+  lastAt?: string;
+  /** Channel description (channels only). */
+  topic?: string | null;
+}
+
+/** A discoverable channel (from browseChannels) — includes ones the caller has NOT joined. */
+export interface ChannelSummary {
+  threadId: string;
+  name: string;
+  topic: string | null;
+  visibility: ChannelVisibility;
+  memberCount: number;
+  /** True if the current user is already a member. */
+  joined: boolean;
+}
+
+export interface CreateChannelInput {
+  name: string;
+  topic?: string;
+  visibility: ChannelVisibility;
+}
+
+export interface Reaction {
+  emoji: string;
+  count: number;
+  mine: boolean;
+}
+
+export interface Attachment {
+  url: string;
+  mime: string;
+  name: string;
+}
+
+export interface Message {
+  id: string;
+  actorId: string | null;
+  text: string;
+  at: string;
+  parentInteractionId?: string | null;
+  reactions?: Reaction[];
+  attachment?: Attachment;
+  /** True only when the transport is optimistic-local and not yet acknowledged. */
+  pending?: boolean;
+}
+
+export interface SendOpts {
+  parentInteractionId?: string;
+  attachment?: Attachment;
+  /** Opaque userId notify-list (from @mentions). The app parses "@"; the kernel just forwards it. */
+  mentions?: string[];
+}
+
+export type MessageEvent =
+  | { kind: 'message'; message: Message }
+  | { kind: 'typing'; userId: string }
+  | { kind: 'receipt'; messageId: string; actorId: string }
+  | { kind: 'reaction'; messageId: string; reactions: Reaction[] };
+
+export type Unsubscribe = () => void;
+
+/** Ownership is a pure function of explicit identity — never inferred from history.
+ *  See the spec: inferring it is the bug this SDK exists partly to kill. */
+export function isOwnMessage(message: Message, currentActorId: string | null): boolean {
+  return currentActorId !== null && message.actorId !== null && message.actorId === currentActorId;
+}

packages/iios-messaging-ui/tsconfig.json

@@ -0,0 +1,14 @@
+{
+  "extends": "../../tsconfig.base.json",
+  "compilerOptions": {
+    "outDir": "./dist",
+    "rootDir": "./src",
+    "module": "ESNext",
+    "moduleResolution": "bundler",
+    "lib": ["ES2022", "DOM"],
+    "jsx": "react-jsx",
+    "types": ["react"]
+  },
+  "include": ["src/**/*.ts", "src/**/*.tsx"],
+  "exclude": ["src/**/*.test.ts", "src/**/*.test.tsx"]
+}

packages/iios-messaging-ui/tsup.config.ts

@@ -0,0 +1,15 @@
+import { defineConfig } from 'tsup';
+
+export default defineConfig({
+  // `src/adapters/mock.ts` and `src/conformance.ts` are added as separate entries
+  // in later tasks (they don't exist yet). `conformance` in particular is its own
+  // entry, never reachable from `index`, because it imports vitest, and bundling
+  // that into the main barrel would drag a test runner into every consumer's
+  // production build.
+  entry: ['src/index.ts', 'src/adapters/mock.ts', 'src/adapters/mock-inbox.ts', 'src/adapters/kernel-client.ts', 'src/conformance.ts', 'src/styles.css'],
+  format: ['esm'],
+  // Types only for the TS entries — styles.css has no .d.ts (and tsc chokes on a .css root file).
+  dts: { entry: ['src/index.ts', 'src/adapters/mock.ts', 'src/adapters/mock-inbox.ts', 'src/adapters/kernel-client.ts', 'src/conformance.ts'] },
+  clean: true,
+  external: ['react', 'react-dom', 'vitest', '@insignia/iios-kernel-client'],
+});

packages/iios-messaging-ui/vitest.config.ts

@@ -0,0 +1,13 @@
+import { defineConfig } from 'vitest/config';
+
+// This package owns its vitest config on purpose. The ROOT config includes only
+// `.ts` (never `.tsx`) and provisions a Postgres DB via globalSetup for every run —
+// a pure-UI package must not drag a database along, and its tests are .tsx.
+export default defineConfig({
+  test: {
+    environment: 'jsdom',
+    include: ['src/**/*.{test,spec}.{ts,tsx}'],
+    setupFiles: ['./src/test-setup.ts'],
+    globals: false,
+  },
+});

packages/iios-service/.env.example

@@ -59,3 +59,12 @@ IIOS_ATTESTATION_AUDIENCE=iios-core
 # When '1', every guarded request MUST carry a valid X-Context-Attestation (else 403).
 # Leave OFF until callers (AppShell/be-crm) forward attestations. Verified-if-present regardless.
 IIOS_REQUIRE_ATTESTATION=0
+
+# ─── Object storage (media + email attachments) ───────────────────
+# Unset → local disk (MEDIA_DIR). Set these → S3-compatible (AWS S3 / MinIO / R2 / Supabase).
+# IIOS_S3_ENDPOINT=https://minio.your-server:9000   # omit for AWS S3
+# IIOS_S3_BUCKET=iios-media
+# IIOS_S3_ACCESS_KEY=...
+# IIOS_S3_SECRET_KEY=...
+# IIOS_S3_REGION=us-east-1                            # any value for MinIO
+# IIOS_S3_FORCE_PATH_STYLE=true                       # true for MinIO/self-hosted

packages/iios-service/package.json

@@ -12,6 +12,7 @@
     "prisma:studio": "prisma studio"
   },
   "dependencies": {
+    "@aws-sdk/client-s3": "^3.1090.0",
     "@insignia/iios-adapter-sdk": "workspace:*",
     "@insignia/iios-contracts": "workspace:*",
     "@nestjs/common": "^11.1.27",
@@ -28,6 +29,7 @@
     "ioredis": "^5.11.1",
     "jsonwebtoken": "^9.0.3",
     "jwks-rsa": "^4.1.0",
+    "nodemailer": "^9.0.3",
     "prisma": "^6.2.1",
     "reflect-metadata": "^0.2.2",
     "rxjs": "^7.8.2",
@@ -41,6 +43,7 @@
     "@types/express": "^5.0.6",
     "@types/jsonwebtoken": "^9.0.10",
     "@types/node": "^26.0.1",
+    "@types/nodemailer": "^8.0.1",
     "@types/web-push": "^3.6.4",
     "socket.io-client": "^4.8.3",
     "typescript": "^5.7.3"

packages/iios-service/prisma/migrations/20260718110000_add_outbound_template_provenance/migration.sql

@@ -0,0 +1,9 @@
+-- Template provenance on the outbound command: which template (key/version/locale) produced this
+-- send, plus a hash of the rendered content. The rendered content itself already lives in `payload`;
+-- these columns answer "which template version produced this send?" for replay/audit. All nullable —
+-- non-templated sends leave them null.
+ALTER TABLE "IiosOutboundCommand"
+  ADD COLUMN "templateKey"     TEXT,
+  ADD COLUMN "templateVersion" INTEGER,
+  ADD COLUMN "templateLocale"  TEXT,
+  ADD COLUMN "renderedHash"    TEXT;

packages/iios-service/prisma/migrations/20260722101158_provider_credentials/migration.sql

@@ -0,0 +1,26 @@
+-- CreateTable
+CREATE TABLE "IiosProviderCredential" (
+    "id" TEXT NOT NULL,
+    "scopeId" TEXT NOT NULL,
+    "providerType" TEXT NOT NULL,
+    "cipherText" TEXT NOT NULL,
+    "iv" TEXT NOT NULL,
+    "authTag" TEXT NOT NULL,
+    "keyVersion" INTEGER NOT NULL DEFAULT 1,
+    "displayHints" JSONB,
+    "enabled" BOOLEAN NOT NULL DEFAULT true,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+
+    CONSTRAINT "IiosProviderCredential_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "IiosProviderCredential_scopeId_idx" ON "IiosProviderCredential"("scopeId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "IiosProviderCredential_scopeId_providerType_key" ON "IiosProviderCredential"("scopeId", "providerType");
+
+-- AddForeignKey
+ALTER TABLE "IiosProviderCredential" ADD CONSTRAINT "IiosProviderCredential_scopeId_fkey" FOREIGN KEY ("scopeId") REFERENCES "IiosScope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+

packages/iios-service/prisma/schema.prisma

@@ -317,10 +317,33 @@ model IiosScope {
   callbacks     IiosCallbackRequest[]
   notificationSubscriptions IiosNotificationSubscription[]
   messageTemplates IiosMessageTemplate[]
+  providerCredentials IiosProviderCredential[]
 
   @@index([orgId, appId, tenantId])
 }
 
+/// A tenant's own credentials for an egress provider (BYO: Twilio SMS, own SMTP, …).
+/// The secret is sealed with AES-256-GCM under the platform key (IIOS_CRED_KEY); only
+/// `displayHints` (non-secret, e.g. from-number / SID last-4) is ever read back out.
+/// One row per (scope, providerType). Resolved at send time by the channel's provider.
+model IiosProviderCredential {
+  id           String    @id @default(cuid())
+  scopeId      String
+  scope        IiosScope @relation(fields: [scopeId], references: [id], onDelete: Cascade)
+  providerType String    // TWILIO_SMS | SMTP | WHATSAPP_CLOUD | …
+  cipherText   String    // base64(AES-256-GCM ciphertext of the JSON config)
+  iv           String    // base64 nonce
+  authTag      String    // base64 GCM auth tag
+  keyVersion   Int       @default(1)
+  displayHints Json?     // non-secret display fields (fromNumber, sidLast4, …)
+  enabled      Boolean   @default(true)
+  createdAt    DateTime  @default(now())
+  updatedAt    DateTime  @updatedAt
+
+  @@unique([scopeId, providerType])
+  @@index([scopeId])
+}
+
 /// A channel-specific handle (phone/email/portal user). NOT identity — stays
 /// UNVERIFIED until MDM resolves it; no silent merge.
 model IiosSourceHandle {
@@ -868,6 +891,11 @@ model IiosOutboundCommand {
   idempotencyKey   String              @unique
   providerRef      String?
   consentReceiptRef String?            // CMP consent receipt this send went out under (P9)
+  // Template provenance (which source produced this send) — null for non-templated sends.
+  templateKey      String?
+  templateVersion  Int?
+  templateLocale   String?
+  renderedHash     String?             // sha256 of the rendered content, for replay/audit
   createdAt        DateTime            @default(now())
 
   attempts IiosDeliveryAttempt[]

packages/iios-service/src/adapters/outbound.service.ts

@@ -34,8 +34,18 @@ export class OutboundService {
     idempotencyKey?: string,
     scopeId?: string,
     purpose?: string,
+    /** Opaque template provenance recorded on the command. OutboundService neither renders nor
+     *  resolves templates — it only persists the four strings it is handed (guaranteed by the
+     *  templated sender, never by caller convention). */
+    provenance?: { templateKey?: string | null; templateVersion?: number | null; templateLocale?: string | null; renderedHash?: string | null },
   ) {
     const key = idempotencyKey ?? randomUUID();
+    const prov = {
+      templateKey: provenance?.templateKey ?? null,
+      templateVersion: provenance?.templateVersion ?? null,
+      templateLocale: provenance?.templateLocale ?? null,
+      renderedHash: provenance?.renderedHash ?? null,
+    };
 
     // The actual send. The inner findUnique stays as a backstop so a FAILED-then-retried
     // command returns the existing row instead of colliding on idempotencyKey @unique.
@@ -46,14 +56,14 @@ export class OutboundService {
       // Per-target rate limit AND per-tenant quota (a noisy tenant can't starve shared egress).
       if (!(await this.allow(channelType, target)) || !(await this.allowTenant(scopeId))) {
         const cmd = await this.prisma.iiosOutboundCommand.create({
-          data: { channelType, target, scopeId, payload: payload as Prisma.InputJsonValue, status: 'RATE_LIMITED', idempotencyKey: key },
+          data: { channelType, target, scopeId, payload: payload as Prisma.InputJsonValue, status: 'RATE_LIMITED', idempotencyKey: key, ...prov },
         });
         await this.prisma.iiosDeliveryAttempt.create({ data: { commandId: cmd.id, attemptNo: 1, status: 'RATE_LIMITED' } });
         return cmd;
       }
 
       const cmd = await this.prisma.iiosOutboundCommand.create({
-        data: { channelType, target, scopeId, payload: payload as Prisma.InputJsonValue, status: 'PENDING', idempotencyKey: key },
+        data: { channelType, target, scopeId, payload: payload as Prisma.InputJsonValue, status: 'PENDING', idempotencyKey: key, ...prov },
       });
 
       let result;

packages/iios-service/src/app.module.ts

@@ -10,6 +10,8 @@ import { OutboxModule } from './outbox/outbox.module';
 import { ThreadsModule } from './threads/threads.module';
 import { MessageModule } from './messaging/message.module';
 import { InboxModule } from './inbox/inbox.module';
+import { TemplateModule } from './templates/template.module';
+import { MailModule } from './mail/mail.module';
 import { MediaModule } from './media/media.module';
 import { NotificationModule } from './notifications/notification.module';
 import { SupportModule } from './support/support.module';
@@ -37,6 +39,8 @@ import { DevController } from './dev/dev.controller';
     ThreadsModule,
     MessageModule,
     InboxModule,
+    TemplateModule,
+    MailModule,
     MediaModule,
     NotificationModule,
     SupportModule,

packages/iios-service/src/capability/capability.module.ts

@@ -1,14 +1,21 @@
 import { Module } from '@nestjs/common';
+import { MediaModule } from '../media/media.module';
 import { CapabilityProviderRegistry } from './capability.registry';
 import { CapabilityBroker } from './capability.broker';
+import { ProviderCredentialService } from './provider-credential.service';
+import { ProviderCredentialController } from './provider-credential.controller';
 
 /**
  * The governed egress boundary (P9 slice 1). Exports the broker + registry so the
  * outbound layer routes all sends through policy + obligations + a pluggable
  * provider. PLATFORM_PORTS (for the opa gate) comes from the @Global PlatformModule.
+ * Also owns per-scope BYO provider credentials (Twilio SMS, …) — sealed at rest and
+ * resolved by the channel providers at send time.
  */
 @Module({
-  providers: [CapabilityProviderRegistry, CapabilityBroker],
+  imports: [MediaModule],
-  exports: [CapabilityBroker, CapabilityProviderRegistry],
+  controllers: [ProviderCredentialController],
+  providers: [CapabilityProviderRegistry, CapabilityBroker, ProviderCredentialService],
+  exports: [CapabilityBroker, CapabilityProviderRegistry, ProviderCredentialService],
 })
 export class CapabilityModule {}

packages/iios-service/src/capability/capability.registry.spec.ts

@@ -0,0 +1,34 @@
+import { describe, it, expect, afterEach } from 'vitest';
+import { CapabilityProviderRegistry } from './capability.registry';
+
+// The registry reads env in its constructor, so each case sets env → constructs a fresh registry →
+// asserts → restores env.
+const SMTP_KEYS = ['IIOS_SMTP_HOST', 'IIOS_SMTP_USER', 'IIOS_SMTP_PASS', 'IIOS_PROVIDER_URL_EMAIL'];
+const saved: Record<string, string | undefined> = {};
+function set(env: Record<string, string | undefined>) {
+  for (const k of SMTP_KEYS) { saved[k] = process.env[k]; delete process.env[k]; }
+  for (const [k, v] of Object.entries(env)) if (v != null) process.env[k] = v;
+}
+afterEach(() => { for (const k of SMTP_KEYS) { if (saved[k] == null) delete process.env[k]; else process.env[k] = saved[k]; } });
+
+describe('CapabilityProviderRegistry — EMAIL precedence (SMTP > HTTP > sandbox)', () => {
+  it('binds SMTP for EMAIL when the SMTP env trio is set', () => {
+    set({ IIOS_SMTP_HOST: 'smtp.test', IIOS_SMTP_USER: 'accounts@x', IIOS_SMTP_PASS: 'p' });
+    expect(new CapabilityProviderRegistry().forChannel('EMAIL').name).toBe('smtp');
+  });
+
+  it('binds the HTTP EmailProvider when only IIOS_PROVIDER_URL_EMAIL is set', () => {
+    set({ IIOS_PROVIDER_URL_EMAIL: 'https://relay.test/send' });
+    expect(new CapabilityProviderRegistry().forChannel('EMAIL').name).toBe('email-http');
+  });
+
+  it('SMTP wins over the HTTP relay when both are set', () => {
+    set({ IIOS_SMTP_HOST: 'smtp.test', IIOS_SMTP_USER: 'accounts@x', IIOS_SMTP_PASS: 'p', IIOS_PROVIDER_URL_EMAIL: 'https://relay.test/send' });
+    expect(new CapabilityProviderRegistry().forChannel('EMAIL').name).toBe('smtp');
+  });
+
+  it('falls back to the sandbox when neither is configured', () => {
+    set({});
+    expect(new CapabilityProviderRegistry().forChannel('EMAIL').name).toBe('sandbox');
+  });
+});

packages/iios-service/src/capability/capability.registry.ts

@@ -1,22 +1,33 @@
-import { Injectable, NotFoundException } from '@nestjs/common';
+import { Inject, Injectable, NotFoundException, Optional } from '@nestjs/common';
 import type { CapabilityProvider } from '@insignia/iios-contracts';
 import { SandboxProvider } from './sandbox.provider';
 import { HttpProvider } from './http.provider';
 import { EmailProvider } from './email.provider';
+import { SmtpProvider, smtpFallbackFromEnv, smtpIdentityFromEnv, storageResolver } from './smtp.provider';
+import { TwilioSmsProvider, type TwilioCreds } from './twilio-sms.provider';
+import { credKeyFromEnv } from './secret-crypto';
+import { ProviderCredentialService } from './provider-credential.service';
+import { STORAGE_PORT, type StoragePort } from '../media/storage.port';
 
-const DEFAULT_CHANNELS = ['WEBHOOK', 'EMAIL', 'WHATSAPP', 'PORTAL'];
+const DEFAULT_CHANNELS = ['WEBHOOK', 'EMAIL', 'SMS', 'WHATSAPP', 'PORTAL'];
 
 /**
  * Maps a channelType to the provider that executes egress for it. Sandbox by
  * default; if `IIOS_PROVIDER_URL_<CHANNELTYPE>` is set, a real HttpProvider
  * overrides the sandbox for that channel (the "flip the binding" swap). Unknown
  * channels fail closed — no silent egress path.
+ *
+ * Precedence is registration ORDER (register() does Map.set → last wins). For EMAIL:
+ * sandbox → HTTP EmailProvider (if URL set) → SMTP (if SMTP env set), so SMTP > HTTP > sandbox.
  */
 @Injectable()
 export class CapabilityProviderRegistry {
   private readonly byChannel = new Map<string, CapabilityProvider>();
 
-  constructor() {
+  constructor(
+    @Optional() @Inject(STORAGE_PORT) private readonly storage?: StoragePort,
+    @Optional() private readonly credentials?: ProviderCredentialService,
+  ) {
     for (const ch of DEFAULT_CHANNELS) this.register(new SandboxProvider([ch]));
     for (const ch of DEFAULT_CHANNELS) {
       const url = process.env[`IIOS_PROVIDER_URL_${ch}`];
@@ -24,6 +35,19 @@ export class CapabilityProviderRegistry {
       // EMAIL gets an email-shaped envelope provider; other channels use the generic HTTP one.
       this.register(ch === 'EMAIL' ? new EmailProvider(url) : new HttpProvider(ch, url));
     }
+    // Real SMTP for EMAIL wins over the HTTP relay when configured (registered last). Attachments
+    // resolve through the media StoragePort when one is bound (else attachments FAIL closed).
+    const smtp = smtpIdentityFromEnv();
+    if (smtp) {
+      const resolver = this.storage ? storageResolver(this.storage) : undefined;
+      this.register(new SmtpProvider(smtp, smtpFallbackFromEnv() ?? undefined, undefined, resolver));
+    }
+    // BYO SMS via each tenant's own Twilio creds (resolved per scope at send time). Registered
+    // only when the platform key + credential store are present — else SMS stays on the sandbox.
+    if (credKeyFromEnv() && this.credentials) {
+      const creds = this.credentials;
+      this.register(new TwilioSmsProvider((scopeId) => creds.resolve(scopeId, 'TWILIO_SMS') as Promise<TwilioCreds | null>));
+    }
   }
 
   register(provider: CapabilityProvider): void {

packages/iios-service/src/capability/provider-credential.controller.ts

@@ -0,0 +1,54 @@
+import { BadRequestException, Body, Controller, Get, Headers, Param, Put } from '@nestjs/common';
+import { SessionVerifier } from '../platform/session.verifier';
+import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver';
+import { ProviderCredentialService } from './provider-credential.service';
+import { TwilioCredentialsDto } from './provider-credential.dto';
+
+const SUPPORTED = new Set(['TWILIO_SMS']);
+
+/**
+ * Per-scope BYO integration credentials. The caller's attested session decides the scope, so a
+ * tenant can only read/write ITS OWN provider credentials. The secret is sealed by the service;
+ * GET returns a masked status (never the token). be-crm gates this behind tenant-admin policy.
+ */
+@Controller('v1/providers')
+export class ProviderCredentialController {
+  constructor(
+    private readonly session: SessionVerifier,
+    private readonly actors: ActorResolver,
+    private readonly credentials: ProviderCredentialService,
+  ) {}
+
+  @Put(':providerType/credentials')
+  async put(
+    @Param('providerType') providerType: string,
+    @Body() body: TwilioCredentialsDto,
+    @Headers('authorization') authorization?: string,
+  ) {
+    this.assertSupported(providerType);
+    const scope = await this.actors.resolveScope(this.principal(authorization));
+    await this.credentials.upsert(scope.id, providerType, {
+      accountSid: body.accountSid,
+      authToken: body.authToken,
+      fromNumber: body.fromNumber,
+    });
+    return this.credentials.status(scope.id, providerType);
+  }
+
+  @Get(':providerType/credentials')
+  async get(@Param('providerType') providerType: string, @Headers('authorization') authorization?: string) {
+    this.assertSupported(providerType);
+    const scope = await this.actors.resolveScope(this.principal(authorization));
+    return this.credentials.status(scope.id, providerType);
+  }
+
+  private assertSupported(providerType: string): void {
+    if (!SUPPORTED.has(providerType)) throw new BadRequestException(`unsupported providerType: ${providerType}`);
+  }
+
+  private principal(authorization?: string): MessagePrincipal {
+    const token = (authorization ?? '').replace(/^Bearer\s+/i, '');
+    if (!token) throw new BadRequestException('Authorization bearer token is required');
+    return this.session.verify(token);
+  }
+}

packages/iios-service/src/capability/provider-credential.dto.ts

@@ -0,0 +1,11 @@
+import { IsNotEmpty, IsString } from 'class-validator';
+
+/**
+ * PUT /v1/providers/TWILIO_SMS/credentials — a tenant's own Twilio credentials. Step 1 supports
+ * TWILIO_SMS only; when a second provider (SMTP, …) is added, switch to a per-type validated body.
+ */
+export class TwilioCredentialsDto {
+  @IsString() @IsNotEmpty() accountSid!: string;
+  @IsString() @IsNotEmpty() authToken!: string;
+  @IsString() @IsNotEmpty() fromNumber!: string;
+}

packages/iios-service/src/capability/provider-credential.service.spec.ts

@@ -0,0 +1,79 @@
+import { describe, it, expect, beforeEach } from 'vitest';
+import { ProviderCredentialService } from './provider-credential.service';
+
+const KEY_B64 = Buffer.alloc(32, 7).toString('base64');
+
+/** Minimal in-memory stand-in for prisma.iiosProviderCredential (upsert/findUnique). */
+function fakePrisma() {
+  const rows = new Map<string, Record<string, unknown>>();
+  const k = (scopeId: string, providerType: string) => `${scopeId}::${providerType}`;
+  return {
+    _rows: rows,
+    iiosProviderCredential: {
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      async upsert({ where, create, update }: any) {
+        const key = k(where.scopeId_providerType.scopeId, where.scopeId_providerType.providerType);
+        const existing = rows.get(key);
+        const row = existing ? { ...existing, ...update } : { ...create };
+        rows.set(key, row);
+        return row;
+      },
+      // eslint-disable-next-line @typescript-eslint/no-explicit-any
+      async findUnique({ where }: any) {
+        return rows.get(k(where.scopeId_providerType.scopeId, where.scopeId_providerType.providerType)) ?? null;
+      },
+    },
+  };
+}
+
+function make(prisma: ReturnType<typeof fakePrisma>, env: NodeJS.ProcessEnv): ProviderCredentialService {
+  // eslint-disable-next-line @typescript-eslint/no-explicit-any
+  const s = new ProviderCredentialService(prisma as any);
+  s.env = env;
+  return s;
+}
+
+describe('ProviderCredentialService', () => {
+  let prisma: ReturnType<typeof fakePrisma>;
+  let svc: ProviderCredentialService;
+
+  beforeEach(() => {
+    prisma = fakePrisma();
+    svc = make(prisma, { IIOS_CRED_KEY: KEY_B64 } as NodeJS.ProcessEnv);
+  });
+
+  it('seals the secret at rest — plaintext token never stored', async () => {
+    await svc.upsert('scope_1', 'TWILIO_SMS', { accountSid: 'AC123', authToken: 'tok_secret', fromNumber: '+15550001111' });
+    const stored = JSON.stringify([...prisma._rows.values()]);
+    expect(stored).not.toContain('tok_secret');
+    expect(stored).toContain('cipherText');
+  });
+
+  it('resolves back the exact config it sealed', async () => {
+    const cfg = { accountSid: 'AC123', authToken: 'tok_secret', fromNumber: '+15550001111' };
+    await svc.upsert('scope_1', 'TWILIO_SMS', cfg);
+    expect(await svc.resolve('scope_1', 'TWILIO_SMS')).toEqual(cfg);
+  });
+
+  it('status is masked — reveals hints, never the token', async () => {
+    await svc.upsert('scope_1', 'TWILIO_SMS', { accountSid: 'AC1234567', authToken: 'tok_secret', fromNumber: '+15550001111' });
+    const status = await svc.status('scope_1', 'TWILIO_SMS');
+    expect(status).toMatchObject({ configured: true, enabled: true, hints: { fromNumber: '+15550001111', sidLast4: '4567' } });
+    expect(JSON.stringify(status)).not.toContain('tok_secret');
+  });
+
+  it('reports not-configured for an unknown scope', async () => {
+    expect(await svc.status('nope', 'TWILIO_SMS')).toEqual({ configured: false });
+    expect(await svc.resolve('nope', 'TWILIO_SMS')).toBeNull();
+  });
+
+  it('does not resolve a disabled credential', async () => {
+    await svc.upsert('scope_1', 'TWILIO_SMS', { accountSid: 'AC123', authToken: 't', fromNumber: '+1' }, { enabled: false });
+    expect(await svc.resolve('scope_1', 'TWILIO_SMS')).toBeNull();
+  });
+
+  it('throws when the platform key is absent (fail closed, never store plaintext)', async () => {
+    const noKey = make(prisma, {} as NodeJS.ProcessEnv);
+    await expect(noKey.upsert('s', 'TWILIO_SMS', { accountSid: 'A', authToken: 't', fromNumber: '+1' })).rejects.toThrow(/IIOS_CRED_KEY/);
+  });
+});

packages/iios-service/src/capability/provider-credential.service.ts

@@ -0,0 +1,70 @@
+import { BadRequestException, Injectable } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import { credKeyFromEnv, sealSecret, openSecret, type SealedSecret } from './secret-crypto';
+
+/** A provider config is an opaque JSON bag; each provider knows its own shape. */
+export type ProviderConfig = Record<string, unknown>;
+
+export interface CredentialStatus {
+  configured: boolean;
+  enabled?: boolean;
+  hints?: Record<string, unknown>;
+}
+
+/** Non-secret display fields surfaced by `status` — NEVER the secret itself. */
+function hintsFor(providerType: string, config: ProviderConfig): Record<string, unknown> {
+  if (providerType === 'TWILIO_SMS') {
+    const sid = String(config.accountSid ?? '');
+    return { fromNumber: config.fromNumber ?? null, sidLast4: sid.slice(-4) };
+  }
+  return {};
+}
+
+/**
+ * The tenant's BYO integration credentials, one row per (scope, providerType). The secret is
+ * sealed with AES-256-GCM under the platform key before it touches the DB; only non-secret
+ * `displayHints` are ever read back. `resolve` decrypts on demand at send time; `status` never
+ * returns the secret. Fail-closed: no platform key ⇒ upsert throws (we refuse to store plaintext).
+ */
+@Injectable()
+export class ProviderCredentialService {
+  /** Overridable in tests; defaults to the process env (holds IIOS_CRED_KEY). */
+  env: NodeJS.ProcessEnv = process.env;
+
+  constructor(private readonly prisma: PrismaService) {}
+
+  async upsert(scopeId: string, providerType: string, config: ProviderConfig, opts?: { enabled?: boolean }): Promise<void> {
+    const key = credKeyFromEnv(this.env);
+    if (!key) throw new BadRequestException('IIOS_CRED_KEY is not configured — cannot store integration credentials');
+    const sealed = sealSecret(JSON.stringify(config), key);
+    const enabled = opts?.enabled ?? true;
+    const displayHints = hintsFor(providerType, config) as Prisma.InputJsonValue;
+    await this.prisma.iiosProviderCredential.upsert({
+      where: { scopeId_providerType: { scopeId, providerType } },
+      create: { scopeId, providerType, ...sealed, displayHints, enabled },
+      update: { ...sealed, displayHints, enabled },
+    });
+  }
+
+  /** Decrypt the config for send-time use. Null when unconfigured, disabled, or no key. */
+  async resolve(scopeId: string, providerType: string): Promise<ProviderConfig | null> {
+    const row = await this.prisma.iiosProviderCredential.findUnique({
+      where: { scopeId_providerType: { scopeId, providerType } },
+    });
+    if (!row || !row.enabled) return null;
+    const key = credKeyFromEnv(this.env);
+    if (!key) return null;
+    const sealed: SealedSecret = { cipherText: row.cipherText, iv: row.iv, authTag: row.authTag, keyVersion: row.keyVersion };
+    return JSON.parse(openSecret(sealed, key)) as ProviderConfig;
+  }
+
+  /** Masked view for the admin UI — configured + hints, never the secret. */
+  async status(scopeId: string, providerType: string): Promise<CredentialStatus> {
+    const row = await this.prisma.iiosProviderCredential.findUnique({
+      where: { scopeId_providerType: { scopeId, providerType } },
+    });
+    if (!row) return { configured: false };
+    return { configured: true, enabled: row.enabled, hints: (row.displayHints ?? {}) as Record<string, unknown> };
+  }
+}

packages/iios-service/src/capability/secret-crypto.spec.ts

@@ -0,0 +1,38 @@
+import { describe, it, expect } from 'vitest';
+import { credKeyFromEnv, sealSecret, openSecret, SECRET_KEY_VERSION } from './secret-crypto';
+
+const KEY = Buffer.alloc(32, 7); // deterministic 32-byte key for tests
+
+describe('secret-crypto', () => {
+  it('round-trips a secret through seal → open', () => {
+    const sealed = sealSecret('sk_live_abc123', KEY);
+    expect(sealed.keyVersion).toBe(SECRET_KEY_VERSION);
+    expect(sealed.cipherText).not.toContain('sk_live_abc123');
+    expect(openSecret(sealed, KEY)).toBe('sk_live_abc123');
+  });
+
+  it('produces a distinct ciphertext each time (random IV)', () => {
+    const a = sealSecret('same', KEY);
+    const b = sealSecret('same', KEY);
+    expect(a.cipherText).not.toBe(b.cipherText);
+    expect(a.iv).not.toBe(b.iv);
+  });
+
+  it('fails to open with the wrong key', () => {
+    const sealed = sealSecret('top-secret', KEY);
+    expect(() => openSecret(sealed, Buffer.alloc(32, 9))).toThrow();
+  });
+
+  it('fails to open if the ciphertext is tampered (GCM auth)', () => {
+    const sealed = sealSecret('top-secret', KEY);
+    const bad = { ...sealed, cipherText: Buffer.from('deadbeef', 'hex').toString('base64') };
+    expect(() => openSecret(bad, KEY)).toThrow();
+  });
+
+  it('credKeyFromEnv returns null when unset and rejects a wrong-length key', () => {
+    expect(credKeyFromEnv({})).toBeNull();
+    expect(() => credKeyFromEnv({ IIOS_CRED_KEY: Buffer.alloc(16).toString('base64') })).toThrow(/32 bytes/);
+    const key = credKeyFromEnv({ IIOS_CRED_KEY: KEY.toString('base64') });
+    expect(key?.length).toBe(32);
+  });
+});

packages/iios-service/src/capability/secret-crypto.ts

@@ -0,0 +1,46 @@
+import { createCipheriv, createDecipheriv, randomBytes } from 'node:crypto';
+
+/**
+ * Envelope for a tenant secret sealed with AES-256-GCM. Stored as base64 columns on
+ * IiosProviderCredential; the plaintext (a provider config JSON string) never touches disk.
+ */
+export interface SealedSecret {
+  cipherText: string;
+  iv: string;
+  authTag: string;
+  keyVersion: number;
+}
+
+/** Bumped only when the platform master key rotates; lets old rows decrypt under an old key. */
+export const SECRET_KEY_VERSION = 1;
+
+/**
+ * Resolve the 32-byte platform master key from `IIOS_CRED_KEY` (base64). Returns null when
+ * unset (so egress providers that need it stay unregistered / fail closed) but THROWS on a
+ * present-but-malformed key — a wrong-length key is an operator error, not a "disabled" state.
+ */
+export function credKeyFromEnv(env: NodeJS.ProcessEnv = process.env): Buffer | null {
+  const raw = env.IIOS_CRED_KEY;
+  if (!raw) return null;
+  const key = Buffer.from(raw, 'base64');
+  if (key.length !== 32) throw new Error('IIOS_CRED_KEY must decode to 32 bytes (base64-encoded 256-bit key)');
+  return key;
+}
+
+export function sealSecret(plaintext: string, key: Buffer): SealedSecret {
+  const iv = randomBytes(12);
+  const cipher = createCipheriv('aes-256-gcm', key, iv);
+  const enc = Buffer.concat([cipher.update(plaintext, 'utf8'), cipher.final()]);
+  return {
+    cipherText: enc.toString('base64'),
+    iv: iv.toString('base64'),
+    authTag: cipher.getAuthTag().toString('base64'),
+    keyVersion: SECRET_KEY_VERSION,
+  };
+}
+
+export function openSecret(sealed: SealedSecret, key: Buffer): string {
+  const decipher = createDecipheriv('aes-256-gcm', key, Buffer.from(sealed.iv, 'base64'));
+  decipher.setAuthTag(Buffer.from(sealed.authTag, 'base64'));
+  return Buffer.concat([decipher.update(Buffer.from(sealed.cipherText, 'base64')), decipher.final()]).toString('utf8');
+}

packages/iios-service/src/capability/smtp.provider.spec.ts

@@ -0,0 +1,135 @@
+import { describe, it, expect } from 'vitest';
+import { SmtpProvider, smtpIdentityFromEnv, smtpFallbackFromEnv, storageResolver, type MailTransport, type SmtpIdentity } from './smtp.provider';
+import type { CapabilityRequest } from '@insignia/iios-contracts';
+
+const ID: SmtpIdentity = { host: 'smtp.test', port: 587, secure: false, user: 'accounts@lynkeduppro.com', pass: 'p', from: 'accounts@lynkeduppro.com' };
+const FB: SmtpIdentity = { ...ID, user: 'ceo@lynkeduppro.com', from: 'Justin <ceo@lynkeduppro.com>' };
+
+const req = (payload: Record<string, unknown>): CapabilityRequest => ({
+  capability: 'channel.send', channelType: 'EMAIL', target: 'dana@acme.com', payload, idempotencyKey: 'k1',
+});
+
+/** A recording transport; optionally throws a given error on send. */
+function stub(opts: { throwErr?: unknown; messageId?: string } = {}) {
+  const calls: Array<{ id: SmtpIdentity; mail: Parameters<MailTransport['sendMail']>[0] }> = [];
+  const make = (id: SmtpIdentity): MailTransport => ({
+    async sendMail(mail) {
+      calls.push({ id, mail });
+      if (opts.throwErr) throw opts.throwErr;
+      return { messageId: opts.messageId ?? '<generated@smtp.test>' };
+    },
+  });
+  return { make, calls };
+}
+
+describe('smtpIdentityFromEnv', () => {
+  const base = { IIOS_SMTP_HOST: 'smtp.test', IIOS_SMTP_USER: 'accounts@x', IIOS_SMTP_PASS: 'p' };
+
+  it('builds the identity from a complete env trio (defaults port 587, secure false)', () => {
+    const id = smtpIdentityFromEnv({ ...base } as NodeJS.ProcessEnv);
+    expect(id).toMatchObject({ host: 'smtp.test', port: 587, secure: false, user: 'accounts@x', from: 'accounts@x' });
+  });
+
+  it('returns null when the trio is incomplete', () => {
+    expect(smtpIdentityFromEnv({ IIOS_SMTP_HOST: 'smtp.test', IIOS_SMTP_USER: 'a@x' } as NodeJS.ProcessEnv)).toBeNull();
+  });
+
+  it('reads the fallback identity, reusing the primary host', () => {
+    const fb = smtpFallbackFromEnv({ ...base, IIOS_SMTP_FALLBACK_USER: 'ceo@x', IIOS_SMTP_FALLBACK_PASS: 'q', IIOS_SMTP_FALLBACK_FROM: 'CEO <ceo@x>' } as NodeJS.ProcessEnv);
+    expect(fb).toMatchObject({ host: 'smtp.test', user: 'ceo@x', from: 'CEO <ceo@x>' });
+  });
+
+  it('returns null fallback when not configured', () => {
+    expect(smtpFallbackFromEnv({ ...base } as NodeJS.ProcessEnv)).toBeNull();
+  });
+});
+
+describe('SmtpProvider.send — envelope', () => {
+  it('maps target + payload into the mail and returns the messageId as providerRef', async () => {
+    const t = stub({ messageId: '<abc@smtp.test>' });
+    const res = await new SmtpProvider(ID, undefined, t.make).send(req({ subject: 'Hi Dana', html: '<p>x</p>', text: 'x' }));
+    expect(res).toMatchObject({ outcome: 'SENT', providerRef: '<abc@smtp.test>' });
+    expect(t.calls[0].mail).toMatchObject({ from: 'accounts@lynkeduppro.com', to: 'dana@acme.com', subject: 'Hi Dana', html: '<p>x</p>', text: 'x' });
+  });
+
+  it('sets In-Reply-To + References headers for a reply', async () => {
+    const t = stub();
+    await new SmtpProvider(ID, undefined, t.make).send(req({ subject: 're', inReplyTo: '<parent@smtp.test>' }));
+    expect(t.calls[0].mail).toMatchObject({ inReplyTo: '<parent@smtp.test>', references: '<parent@smtp.test>' });
+  });
+});
+
+describe('SmtpProvider.send — failure + fallback', () => {
+  it('retries via the fallback identity on a pre-acceptance failure (SENT via fallback)', async () => {
+    // primary throws ECONNREFUSED (server never accepted) → fallback used.
+    const primaryThrows = { make: (id: SmtpIdentity): MailTransport => ({
+      async sendMail(mail) {
+        if (id.user === ID.user) throw Object.assign(new Error('refused'), { code: 'ECONNREFUSED' });
+        return { messageId: '<viaFallback@smtp.test>' };
+      },
+    }) };
+    const res = await new SmtpProvider(ID, FB, primaryThrows.make).send(req({ subject: 'x' }));
+    expect(res.outcome).toBe('SENT');
+    expect(res.providerRef).toBe('fallback:<viaFallback@smtp.test>');
+  });
+
+  it('does NOT retry a post-acceptance failure (avoids double delivery) → FAILED', async () => {
+    // responseCode present = the server already spoke; retrying could double-send.
+    const t = stub({ throwErr: Object.assign(new Error('rejected after data'), { responseCode: 550 }) });
+    const res = await new SmtpProvider(ID, FB, t.make).send(req({ subject: 'x' }));
+    expect(res.outcome).toBe('FAILED');
+    expect(t.calls).toHaveLength(1); // primary only — no fallback attempt
+  });
+
+  it('with no fallback, a failure is FAILED and never throws', async () => {
+    const t = stub({ throwErr: Object.assign(new Error('boom'), { code: 'ETIMEDOUT' }) });
+    const res = await new SmtpProvider(ID, undefined, t.make).send(req({ subject: 'x' }));
+    expect(res.outcome).toBe('FAILED');
+    expect(res.errorCode).toBe('ETIMEDOUT');
+  });
+});
+
+describe('SmtpProvider.send — attachments', () => {
+  const resolver = (map: Record<string, { content: Buffer; contentType?: string; filename?: string }>) =>
+    async (ref: string) => map[ref] ?? null;
+
+  it('resolves attachment refs to bytes and attaches them', async () => {
+    const t = stub();
+    const res = await new SmtpProvider(ID, undefined, t.make, resolver({ 'obj/1': { content: Buffer.from('PDFDATA'), contentType: 'application/pdf' } }))
+      .send(req({ subject: 'Invoice', attachments: [{ filename: 'invoice.pdf', contentRef: 'obj/1', mimeType: 'application/pdf' }] }));
+    expect(res.outcome).toBe('SENT');
+    expect(t.calls[0].mail.attachments).toEqual([{ filename: 'invoice.pdf', content: Buffer.from('PDFDATA'), contentType: 'application/pdf' }]);
+  });
+
+  it('FAILS closed when a declared attachment cannot be resolved (never sends without it)', async () => {
+    const t = stub();
+    const res = await new SmtpProvider(ID, undefined, t.make, resolver({}))
+      .send(req({ subject: 'Invoice', attachments: [{ contentRef: 'missing' }] }));
+    expect(res.outcome).toBe('FAILED');
+    expect(res.errorCode).toBe('ATTACHMENT_UNRESOLVED');
+    expect(t.calls).toHaveLength(0); // nothing sent
+  });
+
+  it('FAILS when attachments are requested but no resolver is wired', async () => {
+    const t = stub();
+    const res = await new SmtpProvider(ID, undefined, t.make) // no resolver
+      .send(req({ subject: 'x', attachments: [{ contentRef: 'obj/1' }] }));
+    expect(res).toMatchObject({ outcome: 'FAILED', errorCode: 'NO_ATTACHMENT_RESOLVER' });
+  });
+
+  it('a plain send with no attachments is unaffected', async () => {
+    const t = stub();
+    const res = await new SmtpProvider(ID, undefined, t.make, resolver({})).send(req({ subject: 'x', text: 'y' }));
+    expect(res.outcome).toBe('SENT');
+    expect(t.calls[0].mail.attachments).toBeUndefined();
+  });
+});
+
+describe('storageResolver (media StoragePort → AttachmentResolver)', () => {
+  it('maps storage bytes into an attachment; missing ref → null', async () => {
+    const storage = { get: async (k: string) => (k === 'obj/1' ? { data: Buffer.from('X'), mime: 'application/pdf' } : null) };
+    const r = storageResolver(storage);
+    expect(await r('obj/1')).toEqual({ content: Buffer.from('X'), contentType: 'application/pdf' });
+    expect(await r('nope')).toBeNull();
+  });
+});

packages/iios-service/src/capability/smtp.provider.ts

@@ -0,0 +1,185 @@
+import { randomUUID } from 'node:crypto';
+import { createTransport } from 'nodemailer';
+import type { CapabilityProvider, CapabilityRequest, ProviderResult } from '@insignia/iios-contracts';
+
+/** One SMTP sending identity (a mailbox + how to reach its server). */
+export interface SmtpIdentity {
+  host: string;
+  port: number;
+  secure: boolean;
+  user: string;
+  pass: string;
+  from: string;
+}
+
+export interface MailAttachment {
+  filename: string;
+  content: Buffer;
+  contentType?: string;
+}
+
+/** Fetch an attachment's bytes by its opaque contentRef (backed by the media StoragePort). */
+export type AttachmentResolver = (contentRef: string) => Promise<{ filename?: string; content: Buffer; contentType?: string } | null>;
+
+/** Build an AttachmentResolver over the media StoragePort (contentRef = the storage object key). */
+export function storageResolver(storage: { get(key: string): Promise<{ data: Buffer; mime: string } | null> }): AttachmentResolver {
+  return async (contentRef) => {
+    const o = await storage.get(contentRef);
+    return o ? { content: o.data, contentType: o.mime } : null;
+  };
+}
+
+/** The subset of a mail transport this provider needs — lets tests inject a stub (no live server). */
+export interface MailTransport {
+  sendMail(mail: {
+    from: string;
+    to: string;
+    subject?: string;
+    text?: string;
+    html?: string;
+    inReplyTo?: string;
+    references?: string;
+    attachments?: MailAttachment[];
+  }): Promise<{ messageId: string; accepted?: unknown[] }>;
+}
+
+const bool = (v: string | undefined): boolean => v === 'true' || v === '1';
+
+/** Build the primary SMTP identity from env, or null if the required trio is incomplete. */
+export function smtpIdentityFromEnv(env: NodeJS.ProcessEnv = process.env): SmtpIdentity | null {
+  return identityFrom(env, '');
+}
+
+/** Build the optional fallback identity (accounts@ → ceo@), or null if not configured. */
+export function smtpFallbackFromEnv(env: NodeJS.ProcessEnv = process.env): SmtpIdentity | null {
+  const fb = identityFrom(env, 'FALLBACK_');
+  if (fb) return fb;
+  // Fallback may reuse the primary host/port and only override the mailbox identity.
+  const host = env.IIOS_SMTP_HOST;
+  const user = env.IIOS_SMTP_FALLBACK_USER;
+  const pass = env.IIOS_SMTP_FALLBACK_PASS;
+  if (!host || !user || !pass) return null;
+  return {
+    host,
+    port: Number(env.IIOS_SMTP_PORT ?? 587),
+    secure: bool(env.IIOS_SMTP_SECURE),
+    user,
+    pass,
+    from: env.IIOS_SMTP_FALLBACK_FROM ?? user,
+  };
+}
+
+function identityFrom(env: NodeJS.ProcessEnv, prefix: string): SmtpIdentity | null {
+  const host = env[`IIOS_SMTP_${prefix}HOST`] ?? (prefix ? undefined : env.IIOS_SMTP_HOST);
+  const user = env[`IIOS_SMTP_${prefix}USER`];
+  const pass = env[`IIOS_SMTP_${prefix}PASS`];
+  if (!host || !user || !pass) return null;
+  return {
+    host,
+    port: Number(env[`IIOS_SMTP_${prefix}PORT`] ?? env.IIOS_SMTP_PORT ?? 587),
+    secure: bool(env[`IIOS_SMTP_${prefix}SECURE`] ?? env.IIOS_SMTP_SECURE),
+    user,
+    pass,
+    from: env[`IIOS_SMTP_${prefix}FROM`] ?? user,
+  };
+}
+
+interface EmailPayload {
+  subject?: string;
+  text?: string;
+  html?: string;
+  inReplyTo?: string;
+  /** Attachment REFS (not bytes) — resolved to bytes at send time via the injected resolver. */
+  attachments?: Array<{ filename?: string; contentRef: string; mimeType?: string }>;
+}
+
+/**
+ * SMTP egress provider (nodemailer). Bound for EMAIL when the SMTP env trio is set (else the sandbox
+ * stays). A transport failure surfaces as FAILED, never thrown. On a PRE-acceptance failure it retries
+ * once via the fallback identity (accounts@ → ceo@); a post-acceptance failure is NOT retried, so a
+ * message the server already accepted can't be double-delivered.
+ */
+export class SmtpProvider implements CapabilityProvider {
+  readonly name = 'smtp';
+  readonly channelTypes = ['EMAIL'];
+  readonly capabilities = { canSend: true };
+
+  private readonly makeTransport: (id: SmtpIdentity) => MailTransport;
+
+  constructor(
+    private readonly primary: SmtpIdentity,
+    private readonly fallback?: SmtpIdentity,
+    makeTransport?: (id: SmtpIdentity) => MailTransport,
+    private readonly resolveAttachment?: AttachmentResolver,
+  ) {
+    this.makeTransport = makeTransport ?? defaultTransport;
+  }
+
+  async send(req: CapabilityRequest): Promise<ProviderResult> {
+    const started = Date.now();
+    const p = (req.payload ?? {}) as EmailPayload;
+
+    // Resolve attachment bytes up front. Fail CLOSED — never send an invoice/receipt email missing
+    // its file; a FAILED command retries instead. Resolved once so a fallback retry doesn't re-fetch.
+    let attachments: MailAttachment[] | undefined;
+    if (p.attachments && p.attachments.length > 0) {
+      if (!this.resolveAttachment) return this.failed('NO_ATTACHMENT_RESOLVER', started);
+      const out: MailAttachment[] = [];
+      for (const a of p.attachments) {
+        const r = await this.resolveAttachment(a.contentRef).catch(() => null);
+        if (!r) return this.failed('ATTACHMENT_UNRESOLVED', started);
+        out.push({ filename: a.filename ?? r.filename ?? 'attachment', content: r.content, ...(a.mimeType ?? r.contentType ? { contentType: a.mimeType ?? r.contentType } : {}) });
+      }
+      attachments = out;
+    }
+
+    const attempt = async (id: SmtpIdentity): Promise<{ messageId: string }> =>
+      this.makeTransport(id).sendMail({
+        from: id.from,
+        to: req.target,
+        subject: p.subject ?? '(no subject)',
+        text: p.text,
+        html: p.html,
+        ...(p.inReplyTo ? { inReplyTo: p.inReplyTo, references: p.inReplyTo } : {}),
+        ...(attachments ? { attachments } : {}),
+      });
+
+    try {
+      const info = await attempt(this.primary);
+      return { providerRef: info.messageId, outcome: 'SENT', latencyMs: Date.now() - started };
+    } catch (err) {
+      // Retry via the fallback identity ONLY if the primary never got the message accepted.
+      if (this.fallback && isPreAcceptanceFailure(err)) {
+        try {
+          const info = await attempt(this.fallback);
+          return { providerRef: `fallback:${info.messageId}`, outcome: 'SENT', latencyMs: Date.now() - started };
+        } catch (err2) {
+          return { providerRef: `smtp-error-${randomUUID().slice(0, 8)}`, outcome: 'FAILED', errorCode: codeOf(err2), latencyMs: Date.now() - started };
+        }
+      }
+      return { providerRef: `smtp-error-${randomUUID().slice(0, 8)}`, outcome: 'FAILED', errorCode: codeOf(err), latencyMs: Date.now() - started };
+    }
+  }
+
+  private failed(errorCode: string, started: number): ProviderResult {
+    return { providerRef: `smtp-error-${randomUUID().slice(0, 8)}`, outcome: 'FAILED', errorCode, latencyMs: Date.now() - started };
+  }
+}
+
+/** True for connect/auth/timeout errors (server never accepted); false once the server responded 2xx. */
+function isPreAcceptanceFailure(err: unknown): boolean {
+  const e = err as { code?: string; responseCode?: number };
+  const preCodes = ['ECONNECTION', 'ETIMEDOUT', 'ECONNREFUSED', 'EDNS', 'EAUTH', 'ESOCKET', 'EENVELOPE'];
+  if (e.code && preCodes.includes(e.code)) return true;
+  // A responseCode present means the server spoke — treat 5xx after acceptance as terminal (no retry).
+  return e.responseCode == null && e.code == null;
+}
+
+function codeOf(err: unknown): string {
+  const e = err as { code?: string; message?: string };
+  return (e.code ?? e.message ?? 'SMTP_ERROR').slice(0, 60);
+}
+
+function defaultTransport(id: SmtpIdentity): MailTransport {
+  return createTransport({ host: id.host, port: id.port, secure: id.secure, auth: { user: id.user, pass: id.pass } }) as unknown as MailTransport;
+}

packages/iios-service/src/capability/twilio-sms.provider.spec.ts

@@ -0,0 +1,67 @@
+import { describe, it, expect, vi } from 'vitest';
+import type { CapabilityRequest } from '@insignia/iios-contracts';
+import { TwilioSmsProvider, type TwilioCreds } from './twilio-sms.provider';
+
+const CREDS: TwilioCreds = { accountSid: 'AC123', authToken: 'tok_secret', fromNumber: '+15550001111' };
+
+const req = (over: Partial<CapabilityRequest> = {}): CapabilityRequest => ({
+  capability: 'channel.send',
+  channelType: 'SMS',
+  scopeId: 'scope_1',
+  target: '+15557654321',
+  payload: { text: 'hello world' },
+  idempotencyKey: 'idem-1',
+  ...over,
+});
+
+describe('TwilioSmsProvider', () => {
+  it('resolves the scope creds and POSTs to Twilio, returning SENT with the message SID', async () => {
+    const http = vi.fn().mockResolvedValue({ ok: true, status: 201, json: async () => ({ sid: 'SM999' }), text: async () => '' });
+    const resolve = vi.fn().mockResolvedValue(CREDS);
+    const p = new TwilioSmsProvider(resolve, http);
+
+    const res = await p.send(req());
+
+    expect(resolve).toHaveBeenCalledWith('scope_1');
+    const [url, init] = http.mock.calls[0];
+    expect(url).toBe('https://api.twilio.com/2010-04-01/Accounts/AC123/Messages.json');
+    expect(init.method).toBe('POST');
+    expect(init.headers.authorization).toBe(`Basic ${Buffer.from('AC123:tok_secret').toString('base64')}`);
+    const body = new URLSearchParams(init.body as string);
+    expect(body.get('To')).toBe('+15557654321');
+    expect(body.get('From')).toBe('+15550001111');
+    expect(body.get('Body')).toBe('hello world');
+    expect(res).toMatchObject({ outcome: 'SENT', providerRef: 'SM999' });
+  });
+
+  it('fails closed as NOT_CONFIGURED when the scope has no creds', async () => {
+    const http = vi.fn();
+    const p = new TwilioSmsProvider(async () => null, http);
+    const res = await p.send(req());
+    expect(res.outcome).toBe('FAILED');
+    expect(res.errorCode).toBe('NOT_CONFIGURED');
+    expect(http).not.toHaveBeenCalled();
+  });
+
+  it('fails closed as NOT_CONFIGURED when the request has no scope', async () => {
+    const p = new TwilioSmsProvider(async () => CREDS, vi.fn());
+    const res = await p.send(req({ scopeId: undefined }));
+    expect(res.outcome).toBe('FAILED');
+    expect(res.errorCode).toBe('NOT_CONFIGURED');
+  });
+
+  it('surfaces a Twilio API error as FAILED (never throws)', async () => {
+    const http = vi.fn().mockResolvedValue({ ok: false, status: 401, json: async () => ({ code: 20003, message: 'Authenticate' }), text: async () => 'Authenticate' });
+    const p = new TwilioSmsProvider(async () => CREDS, http);
+    const res = await p.send(req());
+    expect(res.outcome).toBe('FAILED');
+    expect(res.errorCode).toBe('TWILIO_20003');
+  });
+
+  it('surfaces a transport throw as FAILED', async () => {
+    const http = vi.fn().mockRejectedValue(new Error('network down'));
+    const p = new TwilioSmsProvider(async () => CREDS, http);
+    const res = await p.send(req());
+    expect(res.outcome).toBe('FAILED');
+  });
+});

packages/iios-service/src/capability/twilio-sms.provider.ts

@@ -0,0 +1,70 @@
+import type { CapabilityProvider, CapabilityRequest, ProviderResult } from '@insignia/iios-contracts';
+
+/** The decrypted Twilio config a tenant configures (BYO credentials). */
+export interface TwilioCreds {
+  accountSid: string;
+  authToken: string;
+  fromNumber: string;
+}
+
+/** Resolves a scope's Twilio creds (decrypting on demand); null when unconfigured/disabled. */
+export type TwilioCredResolver = (scopeId: string) => Promise<TwilioCreds | null>;
+
+/** Injectable HTTP sender so tests don't hit the network; prod uses fetch. */
+export type HttpSender = (url: string, init: { method: string; headers: Record<string, string>; body: string }) => Promise<{
+  ok: boolean;
+  status: number;
+  json: () => Promise<unknown>;
+  text: () => Promise<string>;
+}>;
+
+const defaultSender: HttpSender = (url, init) => fetch(url, init) as unknown as ReturnType<HttpSender>;
+
+/**
+ * SMS egress via Twilio, using the CALLER'S OWN credentials (resolved per scope at send time).
+ * Fail-closed: no scope or no configured creds ⇒ FAILED/NOT_CONFIGURED, nothing sent. A Twilio
+ * API error is surfaced as FAILED (never thrown), per the provider doctrine.
+ */
+export class TwilioSmsProvider implements CapabilityProvider {
+  readonly name = 'twilio-sms';
+  readonly channelTypes = ['SMS'];
+  readonly capabilities = { canSend: true, maxPayloadBytes: 1600 };
+
+  constructor(
+    private readonly resolve: TwilioCredResolver,
+    private readonly http: HttpSender = defaultSender,
+  ) {}
+
+  async send(req: CapabilityRequest): Promise<ProviderResult> {
+    const started = Date.now();
+    if (!req.scopeId) return { providerRef: 'unconfigured', outcome: 'FAILED', errorCode: 'NOT_CONFIGURED' };
+
+    const creds = await this.resolve(req.scopeId).catch(() => null);
+    if (!creds) return { providerRef: 'unconfigured', outcome: 'FAILED', errorCode: 'NOT_CONFIGURED' };
+
+    const body = new URLSearchParams({
+      To: req.target,
+      From: creds.fromNumber,
+      Body: String(req.payload.text ?? req.payload.body ?? ''),
+    }).toString();
+
+    try {
+      const res = await this.http(`https://api.twilio.com/2010-04-01/Accounts/${creds.accountSid}/Messages.json`, {
+        method: 'POST',
+        headers: {
+          authorization: `Basic ${Buffer.from(`${creds.accountSid}:${creds.authToken}`).toString('base64')}`,
+          'content-type': 'application/x-www-form-urlencoded',
+        },
+        body,
+      });
+      const latencyMs = Date.now() - started;
+      const payload = (await res.json().catch(() => ({}))) as { sid?: string; code?: number; message?: string };
+      if (!res.ok) {
+        return { providerRef: `twilio-${res.status}`, outcome: 'FAILED', errorCode: payload.code ? `TWILIO_${payload.code}` : `HTTP_${res.status}`, latencyMs };
+      }
+      return { providerRef: payload.sid ?? 'twilio-sent', outcome: 'SENT', latencyMs };
+    } catch (err) {
+      return { providerRef: 'twilio-error', outcome: 'FAILED', errorCode: (err as Error).message.slice(0, 60), latencyMs: Date.now() - started };
+    }
+  }
+}

packages/iios-service/src/interactions/ingest.dto.ts

@@ -1,6 +1,7 @@
 import { Type } from 'class-transformer';
 import {
   IsArray,
+  IsInt,
   IsISO8601,
   IsObject,
   IsOptional,
@@ -40,6 +41,7 @@ class PartDto {
   @IsOptional() @IsString() bodyText?: string;
   @IsOptional() @IsString() contentRef?: string;
   @IsOptional() @IsString() mimeType?: string;
+  @IsOptional() @IsInt() sizeBytes?: number;
 }
 
 /** Validates the POST /v1/interactions/ingest body (conforms to IngestInteractionRequest). */

packages/iios-service/src/interactions/ingest.service.ts

@@ -178,6 +178,7 @@ export class IngestService {
             bodyText: p.bodyText,
             contentRef: p.contentRef,
             mimeType: p.mimeType,
+            sizeBytes: p.sizeBytes != null ? BigInt(p.sizeBytes) : undefined,
           })),
         });
 

packages/iios-service/src/mail/mail.controller.ts

@@ -0,0 +1,57 @@
+import { BadRequestException, Body, Controller, Headers, Post } from '@nestjs/common';
+import { SessionVerifier } from '../platform/session.verifier';
+import type { MessagePrincipal } from '../identity/actor.resolver';
+import { MailService } from './mail.service';
+import { MailInternalDto, MailSendDto } from './mail.dto';
+import type { TemplateSource } from '../templates/template.model';
+
+@Controller('v1/mail')
+export class MailController {
+  constructor(
+    private readonly mail: MailService,
+    private readonly session: SessionVerifier,
+  ) {}
+
+  /** App-to-app mail — renders a template and posts it into the recipient's in-app inbox (no SMTP). */
+  @Post('internal')
+  async internal(@Body() body: MailInternalDto, @Headers('authorization') authorization?: string) {
+    const principal = this.principal(authorization);
+    return this.mail.postInternal(principal, {
+      source: this.source(body),
+      recipientUserId: body.recipientUserId,
+      vars: body.vars ?? {},
+      ...(body.locale ? { locale: body.locale } : {}),
+      idempotencyKey: body.idempotencyKey,
+      ...(body.attachments && body.attachments.length > 0 ? { attachments: body.attachments } : {}),
+    });
+  }
+
+  /** External email (SMTP) + an in-app mirror when a registered recipient is named. */
+  @Post('send')
+  async send(@Body() body: MailSendDto, @Headers('authorization') authorization?: string) {
+    const principal = this.principal(authorization);
+    return this.mail.sendExternalWithMirror(principal, {
+      source: this.source(body),
+      target: body.target,
+      vars: body.vars ?? {},
+      ...(body.locale ? { locale: body.locale } : {}),
+      idempotencyKey: body.idempotencyKey,
+      ...(body.purpose ? { purpose: body.purpose } : {}),
+      ...(body.attachments && body.attachments.length > 0 ? { attachments: body.attachments } : {}),
+      ...(body.mirrorToUserId ? { mirrorToUserId: body.mirrorToUserId } : {}),
+    });
+  }
+
+  private source(body: { key?: string; version?: number; inline?: { subject?: string; html?: string; text?: string; variables?: string[] } }): TemplateSource {
+    if (body.inline && body.key) throw new BadRequestException('provide either "key" or "inline", not both');
+    if (body.inline) return { inline: body.inline };
+    if (body.key) return body.version != null ? { key: body.key, version: body.version } : { key: body.key };
+    throw new BadRequestException('one of "key" or "inline" is required');
+  }
+
+  private principal(authorization?: string): MessagePrincipal {
+    const token = (authorization ?? '').replace(/^Bearer\s+/i, '');
+    if (!token) throw new BadRequestException('Authorization bearer token is required');
+    return this.session.verify(token);
+  }
+}

packages/iios-service/src/mail/mail.dto.ts

@@ -0,0 +1,41 @@
+import { Type } from 'class-transformer';
+import { IsArray, IsInt, IsNotEmpty, IsObject, IsOptional, IsString, ValidateNested } from 'class-validator';
+import { InlineTemplateDto } from '../templates/template.dto';
+
+/** An email attachment reference — bytes live in the media store under `contentRef`. */
+export class AttachmentDto {
+  @IsOptional() @IsString() filename?: string;
+  @IsString() @IsNotEmpty() contentRef!: string;
+  @IsOptional() @IsString() mimeType?: string;
+  @IsOptional() @IsInt() sizeBytes?: number;
+}
+
+/** POST /v1/mail/internal — app-to-app mail (no SMTP). Provide EITHER `key` OR `inline`. */
+export class MailInternalDto {
+  @IsOptional() @IsString() @IsNotEmpty() key?: string;
+  @IsOptional() @IsInt() version?: number;
+  @IsOptional() @ValidateNested() @Type(() => InlineTemplateDto) inline?: InlineTemplateDto;
+
+  @IsString() @IsNotEmpty() recipientUserId!: string;
+  @IsOptional() @IsObject() vars?: Record<string, unknown>;
+  @IsOptional() @IsString() locale?: string;
+  @IsString() @IsNotEmpty() idempotencyKey!: string;
+  /** In-app attachment refs — stored as message parts so the recipient's inbox can render them. */
+  @IsOptional() @IsArray() @ValidateNested({ each: true }) @Type(() => AttachmentDto) attachments?: AttachmentDto[];
+}
+
+/** POST /v1/mail/send — external email via SMTP + optional in-app mirror for a registered recipient. */
+export class MailSendDto {
+  @IsOptional() @IsString() @IsNotEmpty() key?: string;
+  @IsOptional() @IsInt() version?: number;
+  @IsOptional() @ValidateNested() @Type(() => InlineTemplateDto) inline?: InlineTemplateDto;
+
+  @IsString() @IsNotEmpty() target!: string;
+  @IsOptional() @IsObject() vars?: Record<string, unknown>;
+  @IsOptional() @IsString() locale?: string;
+  @IsString() @IsNotEmpty() idempotencyKey!: string;
+  @IsOptional() @IsString() purpose?: string;
+  @IsOptional() @IsArray() @ValidateNested({ each: true }) @Type(() => AttachmentDto) attachments?: AttachmentDto[];
+  /** The registered recipient to mirror to; omit for a pre-registration send (email only). */
+  @IsOptional() @IsString() mirrorToUserId?: string;
+}

packages/iios-service/src/mail/mail.module.ts

@@ -0,0 +1,18 @@
+import { Module } from '@nestjs/common';
+import { TemplateModule } from '../templates/template.module';
+import { InteractionsModule } from '../interactions/interactions.module';
+import { MailService } from './mail.service';
+import { MailController } from './mail.controller';
+
+/**
+ * Mail orchestration: render a template (TemplateModule) → deliver it either app-to-app (an EMAIL
+ * interaction via IngestService) or externally (TemplatedSender/SMTP) with an in-app mirror.
+ * SessionVerifier + ActorResolver are global.
+ */
+@Module({
+  imports: [TemplateModule, InteractionsModule],
+  controllers: [MailController],
+  providers: [MailService],
+  exports: [MailService],
+})
+export class MailModule {}

packages/iios-service/src/mail/mail.service.spec.ts

@@ -0,0 +1,121 @@
+import { describe, it, expect, beforeAll, afterAll, beforeEach } from 'vitest';
+import { PrismaClient } from '@prisma/client';
+import { makeFakePorts } from '@insignia/iios-testkit';
+import { resetDb } from '../test-utils/reset-db';
+import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver';
+import { IngestService } from '../interactions/ingest.service';
+import { MessageService } from '../messaging/message.service';
+import { OutboundService } from '../adapters/outbound.service';
+import { CapabilityBroker } from '../capability/capability.broker';
+import { CapabilityProviderRegistry } from '../capability/capability.registry';
+import { IdempotencyService } from '../idempotency/idempotency.service';
+import { TemplateRepository } from '../templates/template.repository';
+import { TemplateService } from '../templates/template.service';
+import { TemplatedSender } from '../templates/templated-sender';
+import { MailService, contentToParts } from './mail.service';
+import type { PrismaService } from '../prisma/prisma.service';
+
+const url = process.env.DATABASE_URL ?? 'postgresql://iios:iios@localhost:5434/iios_test?schema=public';
+const prisma = new PrismaClient({ datasources: { db: { url } } });
+const asService = prisma as unknown as PrismaService;
+const actors = new ActorResolver(asService);
+
+function mail(): MailService {
+  const templates = new TemplateService(new TemplateRepository(asService));
+  const ingest = new IngestService(asService, makeFakePorts(), actors);
+  const outbound = new OutboundService(asService, new CapabilityBroker(makeFakePorts(), new CapabilityProviderRegistry()), new IdempotencyService(asService));
+  const sender = new TemplatedSender(templates, outbound, makeFakePorts());
+  return new MailService(templates, ingest, sender, actors, asService);
+}
+const messages = () => new MessageService(asService, makeFakePorts(), actors);
+
+const alice: MessagePrincipal = { userId: 'alice', orgId: 'org_demo', appId: 'portal-demo', displayName: 'Alice' };
+const bob: MessagePrincipal = { userId: 'bob', orgId: 'org_demo', appId: 'portal-demo', displayName: 'Bob' };
+const inline = { inline: { subject: 'Welcome Dana', html: '<p>Hi <b>Dana</b></p>', text: 'Hi Dana', variables: [] } };
+
+beforeAll(async () => { await prisma.$connect(); });
+afterAll(async () => { await prisma.$disconnect(); });
+beforeEach(async () => { await resetDb(prisma); });
+
+describe('contentToParts (pure)', () => {
+  it('produces HTML + TEXT parts and the subject', () => {
+    expect(contentToParts({ subject: 'S', html: '<p>h</p>', text: 't' })).toEqual({ subject: 'S', parts: [{ kind: 'HTML', bodyText: '<p>h</p>' }, { kind: 'TEXT', bodyText: 't' }] });
+  });
+  it('never yields zero parts (empty text fallback)', () => {
+    expect(contentToParts({ subject: 'S' }).parts).toEqual([{ kind: 'TEXT', bodyText: '' }]);
+  });
+});
+
+describe('MailService.postInternal', () => {
+  it('creates an EMAIL interaction and makes the thread visible to BOTH sender and recipient', async () => {
+    const res = await mail().postInternal(alice, { source: inline, recipientUserId: 'bob', idempotencyKey: 'int:1' });
+
+    const interaction = await prisma.iiosInteraction.findUniqueOrThrow({ where: { id: res.interactionId }, include: { parts: true } });
+    expect(interaction.kind).toBe('EMAIL');
+    expect(interaction.parts.map((p) => p.kind).sort()).toEqual(['HTML', 'TEXT']);
+
+    const thread = await prisma.iiosThread.findUniqueOrThrow({ where: { id: res.threadId } });
+    expect(thread.subject).toBe('Welcome Dana');
+    expect((thread.metadata as { source?: string } | null)?.source).toBe('crm-mail'); // lists separately from chat
+
+    // The load-bearing assertion: the RECIPIENT can see the thread in their inbox.
+    const bobThreads = await messages().listThreads(bob);
+    expect(bobThreads.map((t) => t.threadId)).toContain(res.threadId);
+    // ...and so can the sender.
+    const aliceThreads = await messages().listThreads(alice);
+    expect(aliceThreads.map((t) => t.threadId)).toContain(res.threadId);
+  });
+
+  it('stores an in-app attachment as a media part alongside the body', async () => {
+    const res = await mail().postInternal(alice, {
+      source: inline, recipientUserId: 'bob', idempotencyKey: 'int:att',
+      attachments: [{ filename: 'roof.png', contentRef: 'scope/roof.png', mimeType: 'image/png', sizeBytes: 2048 }],
+    });
+    const interaction = await prisma.iiosInteraction.findUniqueOrThrow({ where: { id: res.interactionId }, include: { parts: true } });
+    const file = interaction.parts.find((p) => p.contentRef);
+    expect(file).toBeDefined();
+    expect(file!.kind).toBe('MEDIA_REF'); // image/* → MEDIA_REF
+    expect(file!.contentRef).toBe('scope/roof.png');
+    expect(file!.mimeType).toBe('image/png');
+    expect(file!.sizeBytes != null ? Number(file!.sizeBytes) : null).toBe(2048);
+  });
+
+  it('is idempotent per key — a replay reuses the same thread, no duplicate interaction', async () => {
+    const a = await mail().postInternal(alice, { source: inline, recipientUserId: 'bob', idempotencyKey: 'int:dup' });
+    const b = await mail().postInternal(alice, { source: inline, recipientUserId: 'bob', idempotencyKey: 'int:dup' });
+    expect(b.threadId).toBe(a.threadId);
+    expect(await prisma.iiosInteraction.count({ where: { threadId: a.threadId } })).toBe(1);
+  });
+});
+
+describe('MailService.sendExternalWithMirror', () => {
+  const ext = { source: inline, target: 'dana@acme.com', idempotencyKey: 'recv:1' } as const;
+
+  it('sends via the outbound pipeline AND mirrors into a registered recipient inbox', async () => {
+    const res = await mail().sendExternalWithMirror(alice, { ...ext, mirrorToUserId: 'bob' });
+    // outbound command exists (SENT via sandbox in tests)
+    const cmd = await prisma.iiosOutboundCommand.findUniqueOrThrow({ where: { id: res.commandId } });
+    expect(cmd.channelType).toBe('EMAIL');
+    expect(cmd.target).toBe('dana@acme.com');
+    // mirror interaction visible to the recipient
+    expect(res.mirror).toBeDefined();
+    const bobThreads = await messages().listThreads(bob);
+    expect(bobThreads.map((t) => t.threadId)).toContain(res.mirror!.threadId);
+  });
+
+  it('does NOT mirror when there is no registered recipient (pre-registration send)', async () => {
+    const res = await mail().sendExternalWithMirror(alice, { ...ext, idempotencyKey: 'recv:2' }); // no mirrorToUserId
+    expect(res.mirror).toBeUndefined();
+    // an outbound command was created, but no mirror interaction
+    expect(await prisma.iiosOutboundCommand.count({ where: { id: res.commandId } })).toBe(1);
+    expect(await prisma.iiosInteraction.count()).toBe(0);
+  });
+
+  it('is idempotent — a replay yields one command and one mirror', async () => {
+    const a = await mail().sendExternalWithMirror(alice, { ...ext, idempotencyKey: 'recv:dup', mirrorToUserId: 'bob' });
+    const b = await mail().sendExternalWithMirror(alice, { ...ext, idempotencyKey: 'recv:dup', mirrorToUserId: 'bob' });
+    expect(b.commandId).toBe(a.commandId);
+    expect(await prisma.iiosOutboundCommand.count({ where: { idempotencyKey: 'recv:dup' } })).toBe(1);
+    expect(await prisma.iiosInteraction.count({ where: { threadId: a.mirror!.threadId } })).toBe(1);
+  });
+});

packages/iios-service/src/mail/mail.service.ts

@@ -0,0 +1,133 @@
+import { Injectable } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import { IngestService } from '../interactions/ingest.service';
+import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver';
+import { TemplateService } from '../templates/template.service';
+import { TemplatedSender } from '../templates/templated-sender';
+import type { RenderedContent } from '../templates/template.renderer';
+import type { TemplateSource } from '../templates/template.model';
+
+export interface MailPart { kind: 'HTML' | 'TEXT'; bodyText: string }
+
+/** Turn rendered content into ingest parts (HTML + TEXT) + the thread subject. Pure. */
+export function contentToParts(content: RenderedContent): { subject?: string; parts: MailPart[] } {
+  const parts: MailPart[] = [];
+  if (content.html != null) parts.push({ kind: 'HTML', bodyText: content.html });
+  if (content.text != null) parts.push({ kind: 'TEXT', bodyText: content.text });
+  // A message must carry at least one part; fall back to an empty text part rather than fail ingest.
+  if (parts.length === 0) parts.push({ kind: 'TEXT', bodyText: '' });
+  return { ...(content.subject != null ? { subject: content.subject } : {}), parts };
+}
+
+export interface MailAttachment { filename?: string; contentRef: string; mimeType?: string; sizeBytes?: number }
+
+export interface PostInternalInput {
+  source: TemplateSource;
+  recipientUserId: string;
+  vars?: Record<string, unknown>;
+  locale?: string;
+  idempotencyKey: string;
+  /** In-app attachment refs — stored as FILE message parts alongside the body. */
+  attachments?: MailAttachment[];
+}
+
+export interface SendExternalInput {
+  source: TemplateSource;
+  target: string;               // email address (external)
+  vars?: Record<string, unknown>;
+  locale?: string;
+  idempotencyKey: string;
+  purpose?: string;
+  /** Attachment refs (bytes resolved at send time). */
+  attachments?: Array<{ filename?: string; contentRef: string; mimeType?: string }>;
+  /** The registered recipient to mirror to; omit for a pre-registration send (email only, no mirror). */
+  mirrorToUserId?: string;
+}
+
+/**
+ * Mail orchestration: render a template, then deliver it.
+ *  - INTERNAL (app-to-app): create an EMAIL interaction on a per-email thread — no SMTP.
+ *  - EXTERNAL: send via SMTP (TemplatedSender) AND mirror a copy into the recipient's in-app inbox,
+ *    but only when they are a registered user (pre-registration sends have no inbox yet).
+ *
+ * ingest() writes the interaction + thread but adds no participants, and a thread is only visible to
+ * its participants — so after each ingest we add BOTH the sender and the recipient as participants.
+ */
+@Injectable()
+export class MailService {
+  constructor(
+    private readonly templates: TemplateService,
+    private readonly ingest: IngestService,
+    private readonly sender: TemplatedSender,
+    private readonly actors: ActorResolver,
+    private readonly prisma: PrismaService,
+  ) {}
+
+  /** Marks a thread as CRM mail so it lists separately from chat (Messenger uses source=crm-messenger). */
+  static readonly SOURCE = 'crm-mail';
+
+  async postInternal(principal: MessagePrincipal, input: PostInternalInput): Promise<{ threadId: string; interactionId: string }> {
+    const { content } = await this.templates.render(input.source, input.vars ?? {}, { channel: 'INTERNAL', ...(input.locale ? { locale: input.locale } : {}) });
+    return this.deposit(principal, input.recipientUserId, content, input.idempotencyKey, 'PORTAL', input.attachments);
+  }
+
+  async sendExternalWithMirror(principal: MessagePrincipal, input: SendExternalInput): Promise<{ commandId: string; mirror?: { threadId: string; interactionId: string } }> {
+    const command = await this.sender.sendTemplated({
+      source: input.source, channel: 'EMAIL', target: input.target, vars: input.vars ?? {},
+      ...(input.locale ? { locale: input.locale } : {}), idempotencyKey: input.idempotencyKey, ...(input.purpose ? { purpose: input.purpose } : {}),
+      ...(input.attachments && input.attachments.length > 0 ? { attachments: input.attachments } : {}),
+    });
+
+    // Mirror only for a registered recipient (timing rule: no inbox exists pre-registration).
+    if (!input.mirrorToUserId) return { commandId: command.id };
+
+    const { content } = await this.templates.render(input.source, input.vars ?? {}, { channel: 'EMAIL', ...(input.locale ? { locale: input.locale } : {}) });
+    const mirror = await this.deposit(principal, input.mirrorToUserId, content, `mirror:${input.idempotencyKey}`, 'EMAIL', input.attachments);
+    return { commandId: command.id, mirror };
+  }
+
+  /** A stored media ref → a message part; kind follows the mime (image/video → MEDIA_REF, audio → VOICE_REF, else FILE_REF). */
+  private attachmentPart(a: MailAttachment): { kind: 'MEDIA_REF' | 'VOICE_REF' | 'FILE_REF'; bodyText?: string; contentRef: string; mimeType?: string; sizeBytes?: number } {
+    const mime = a.mimeType ?? '';
+    const kind = /^(image|video)\//.test(mime) ? 'MEDIA_REF' : /^audio\//.test(mime) ? 'VOICE_REF' : 'FILE_REF';
+    return { kind, ...(a.filename ? { bodyText: a.filename } : {}), contentRef: a.contentRef, ...(a.mimeType ? { mimeType: a.mimeType } : {}), ...(a.sizeBytes != null ? { sizeBytes: a.sizeBytes } : {}) };
+  }
+
+  /** Ingest the rendered content as an EMAIL interaction on a per-email thread, visible to both parties. */
+  private async deposit(principal: MessagePrincipal, recipientUserId: string, content: RenderedContent, key: string, channelType: string, attachments?: MailAttachment[]): Promise<{ threadId: string; interactionId: string }> {
+    const { subject, parts } = contentToParts(content);
+    const allParts = [...parts, ...(attachments ?? []).map((a) => this.attachmentPart(a))];
+    const res = await this.ingest.ingest(
+      {
+        scope: { orgId: principal.orgId, appId: principal.appId, ...(principal.tenantId ? { tenantId: principal.tenantId } : {}) },
+        channel: { type: channelType, externalChannelId: channelType.toLowerCase() },
+        source: { handleKind: 'PORTAL_USER', externalId: principal.userId, ...(principal.displayName ? { displayName: principal.displayName } : {}) },
+        kind: 'EMAIL',
+        thread: { externalThreadId: key, ...(subject ? { subject } : {}) },
+        parts: allParts,
+        occurredAt: new Date().toISOString(),
+        providerEventId: key,
+      },
+      key,
+    );
+
+    // Make the thread visible to both the sender and the recipient (ingest adds no participants).
+    const scope = await this.actors.resolveScope(principal);
+    const senderActor = await this.actors.resolveActor(scope.id, principal);
+    const recipientActor = await this.actors.resolveActor(scope.id, {
+      userId: recipientUserId, appId: principal.appId, orgId: principal.orgId, ...(principal.tenantId ? { tenantId: principal.tenantId } : {}),
+    });
+    await this.actors.ensureParticipant(res.threadId, senderActor.id);
+    await this.actors.ensureParticipant(res.threadId, recipientActor.id);
+
+    // Tag the thread as CRM mail (thread metadata) so it lists separately from Messenger chat.
+    // ingest() puts req.metadata on the interaction, not the thread, so we set it here directly.
+    await this.prisma.iiosThread.update({
+      where: { id: res.threadId },
+      data: { metadata: { source: MailService.SOURCE } as Prisma.InputJsonValue },
+    });
+
+    return { threadId: res.threadId, interactionId: res.interactionId };
+  }
+}

packages/iios-service/src/media/media.controller.ts

@@ -5,6 +5,9 @@ import { SessionVerifier } from '../platform/session.verifier';
 import { PresignDownloadDto, PresignUploadDto } from './media.dto';
 import type { MessagePrincipal } from '../identity/actor.resolver';
 
+/** Types that can execute script if a browser renders them top-level — served as downloads only. */
+const SCRIPTABLE_MIMES = new Set(['text/html', 'application/xhtml+xml', 'image/svg+xml', 'text/xml', 'application/xml']);
+
 @Controller('v1/media')
 export class MediaController {
   constructor(
@@ -37,6 +40,12 @@ export class MediaController {
   async blob(@Param('token') token: string, @Res() res: Response) {
     const { data, mime } = await this.media.get(token);
     res.setHeader('Content-Type', mime);
+    // Never let the browser MIME-sniff an upload into something executable.
+    res.setHeader('X-Content-Type-Options', 'nosniff');
+    // Script-capable types must not render inline from our origin (stored-XSS) — force a download.
+    // Images/video/audio/pdf stay inline so the app can preview them. Note <img>/<video> still embed
+    // fine even with attachment disposition; only top-level navigation to the blob is affected.
+    if (SCRIPTABLE_MIMES.has(mime)) res.setHeader('Content-Disposition', 'attachment');
     res.setHeader('Cache-Control', 'private, max-age=3600');
     res.send(data);
   }

packages/iios-service/src/media/media.module.ts

@@ -1,15 +1,27 @@
-import { Module } from '@nestjs/common';
+import { Module, Logger } from '@nestjs/common';
 import { PlatformModule } from '../platform/platform.module';
 import { IdentityModule } from '../identity/identity.module';
 import { MediaController } from './media.controller';
 import { MediaService } from './media.service';
 import { LocalDiskStorage } from './local-disk.storage';
-import { STORAGE_PORT } from './storage.port';
+import { S3Storage, s3ConfigFromEnv } from './s3.storage';
+import { STORAGE_PORT, type StoragePort } from './storage.port';
+
+/** S3/MinIO when its env is set (IIOS_S3_BUCKET + keys), else local disk. Env-driven swap. */
+function makeStorage(): StoragePort {
+  const cfg = s3ConfigFromEnv();
+  if (cfg) {
+    new Logger('MediaStorage').log(`using S3 storage (bucket "${cfg.bucket}"${cfg.endpoint ? ` @ ${cfg.endpoint}` : ''})`);
+    return new S3Storage(cfg);
+  }
+  return new LocalDiskStorage();
+}
 
 @Module({
   imports: [PlatformModule, IdentityModule],
   controllers: [MediaController],
-  // Dev binds local disk; prod swaps STORAGE_PORT to an S3/Supabase adapter.
+  providers: [MediaService, { provide: STORAGE_PORT, useFactory: makeStorage }],
-  providers: [MediaService, { provide: STORAGE_PORT, useClass: LocalDiskStorage }],
+  // Exported so the capability layer can resolve email attachment bytes at send time.
+  exports: [STORAGE_PORT],
 })
 export class MediaModule {}

packages/iios-service/src/media/s3.storage.spec.ts

@@ -0,0 +1,66 @@
+import { describe, it, expect } from 'vitest';
+import { DeleteObjectCommand, GetObjectCommand, PutObjectCommand } from '@aws-sdk/client-s3';
+import { S3Storage, s3ConfigFromEnv, type S3Config, type S3Like } from './s3.storage';
+
+const CFG: S3Config = { endpoint: 'https://minio.test', region: 'us-east-1', bucket: 'iios', accessKeyId: 'k', secretAccessKey: 's', forcePathStyle: true };
+
+/** A recording stub S3 client; GetObject returns whatever `store[key]` holds (or a NoSuchKey error). */
+function stub(store: Record<string, { body: Buffer; mime: string }> = {}) {
+  const calls: unknown[] = [];
+  const client: S3Like = {
+    async send(command: unknown) {
+      calls.push(command);
+      if (command instanceof PutObjectCommand) { store[command.input.Key!] = { body: command.input.Body as Buffer, mime: command.input.ContentType ?? '' }; return {}; }
+      if (command instanceof DeleteObjectCommand) { delete store[command.input.Key!]; return {}; }
+      if (command instanceof GetObjectCommand) {
+        const hit = store[command.input.Key!];
+        if (!hit) throw Object.assign(new Error('missing'), { name: 'NoSuchKey' });
+        return { Body: { transformToByteArray: async () => new Uint8Array(hit.body) }, ContentType: hit.mime };
+      }
+      return {};
+    },
+  };
+  return { client, calls, store };
+}
+
+describe('s3ConfigFromEnv', () => {
+  it('builds config from env (path-style default true for MinIO)', () => {
+    const cfg = s3ConfigFromEnv({ IIOS_S3_ENDPOINT: 'https://minio.x', IIOS_S3_BUCKET: 'b', IIOS_S3_ACCESS_KEY: 'k', IIOS_S3_SECRET_KEY: 's' } as NodeJS.ProcessEnv);
+    expect(cfg).toMatchObject({ endpoint: 'https://minio.x', bucket: 'b', region: 'us-east-1', forcePathStyle: true });
+  });
+  it('returns null when bucket/keys are missing', () => {
+    expect(s3ConfigFromEnv({ IIOS_S3_ENDPOINT: 'https://minio.x' } as NodeJS.ProcessEnv)).toBeNull();
+  });
+});
+
+describe('S3Storage (StoragePort over S3/MinIO)', () => {
+  it('put stores the object and returns size + sha256', async () => {
+    const s = stub();
+    const store = new S3Storage(CFG, s.client);
+    const res = await store.put('scope/obj1', Buffer.from('hello'), 'text/plain');
+    expect(res.sizeBytes).toBe(5);
+    expect(res.checksumSha256).toMatch(/^[a-f0-9]{64}$/);
+    const put = s.calls[0] as PutObjectCommand;
+    expect(put.input).toMatchObject({ Bucket: 'iios', Key: 'scope/obj1', ContentType: 'text/plain' });
+  });
+
+  it('get round-trips the bytes + mime', async () => {
+    const s = stub();
+    const store = new S3Storage(CFG, s.client);
+    await store.put('scope/obj2', Buffer.from('PDFDATA'), 'application/pdf');
+    const got = await store.get('scope/obj2');
+    expect(got).toEqual({ data: Buffer.from('PDFDATA'), mime: 'application/pdf', sizeBytes: 7 });
+  });
+
+  it('get returns null for a missing key (NoSuchKey → null, not throw)', async () => {
+    const store = new S3Storage(CFG, stub().client);
+    expect(await store.get('nope')).toBeNull();
+  });
+
+  it('remove issues a DeleteObject', async () => {
+    const s = stub({ 'k': { body: Buffer.from('x'), mime: 't' } });
+    await new S3Storage(CFG, s.client).remove('k');
+    expect(s.calls.some((c) => c instanceof DeleteObjectCommand)).toBe(true);
+    expect(s.store['k']).toBeUndefined();
+  });
+});

packages/iios-service/src/media/s3.storage.ts

@@ -0,0 +1,87 @@
+import { createHash } from 'node:crypto';
+import { Injectable } from '@nestjs/common';
+import { DeleteObjectCommand, GetObjectCommand, PutObjectCommand, S3Client } from '@aws-sdk/client-s3';
+import type { StoragePort } from './storage.port';
+
+export interface S3Config {
+  endpoint?: string;      // MinIO/self-hosted URL; omit for AWS
+  region: string;
+  bucket: string;
+  accessKeyId: string;
+  secretAccessKey: string;
+  forcePathStyle: boolean; // true for MinIO
+}
+
+/** The one method this adapter uses — lets tests inject a stub client (no live S3/MinIO). */
+export interface S3Like {
+  send(command: unknown): Promise<unknown>;
+}
+
+/** Build an S3Config from env, or null if the required bits are missing (→ fall back to disk). */
+export function s3ConfigFromEnv(env: NodeJS.ProcessEnv = process.env): S3Config | null {
+  const bucket = env.IIOS_S3_BUCKET;
+  const accessKeyId = env.IIOS_S3_ACCESS_KEY;
+  const secretAccessKey = env.IIOS_S3_SECRET_KEY;
+  if (!bucket || !accessKeyId || !secretAccessKey) return null;
+  return {
+    ...(env.IIOS_S3_ENDPOINT ? { endpoint: env.IIOS_S3_ENDPOINT } : {}),
+    region: env.IIOS_S3_REGION ?? 'us-east-1',
+    bucket,
+    accessKeyId,
+    secretAccessKey,
+    // MinIO/self-hosted needs path-style; default true unless explicitly disabled for AWS.
+    forcePathStyle: env.IIOS_S3_FORCE_PATH_STYLE !== 'false',
+  };
+}
+
+/**
+ * S3-compatible object storage (AWS S3, MinIO, R2, Supabase Storage). A drop-in for LocalDiskStorage:
+ * same StoragePort contract. sha256 is computed locally on put (S3 doesn't return it), matching the
+ * disk adapter. A missing object reads back as null (not an error).
+ */
+@Injectable()
+export class S3Storage implements StoragePort {
+  private readonly client: S3Like;
+  private readonly bucket: string;
+
+  constructor(config: S3Config, client?: S3Like) {
+    this.bucket = config.bucket;
+    this.client = client ?? new S3Client({
+      region: config.region,
+      ...(config.endpoint ? { endpoint: config.endpoint } : {}),
+      forcePathStyle: config.forcePathStyle,
+      credentials: { accessKeyId: config.accessKeyId, secretAccessKey: config.secretAccessKey },
+    });
+  }
+
+  async put(objectKey: string, data: Buffer, mime: string): Promise<{ sizeBytes: number; checksumSha256: string }> {
+    const checksumSha256 = createHash('sha256').update(data).digest('hex');
+    await this.client.send(new PutObjectCommand({ Bucket: this.bucket, Key: objectKey, Body: data, ContentType: mime }));
+    return { sizeBytes: data.length, checksumSha256 };
+  }
+
+  async get(objectKey: string): Promise<{ data: Buffer; mime: string; sizeBytes: number } | null> {
+    try {
+      const res = (await this.client.send(new GetObjectCommand({ Bucket: this.bucket, Key: objectKey }))) as {
+        Body?: { transformToByteArray(): Promise<Uint8Array> };
+        ContentType?: string;
+      };
+      if (!res.Body) return null;
+      const bytes = await res.Body.transformToByteArray();
+      const data = Buffer.from(bytes);
+      return { data, mime: res.ContentType ?? 'application/octet-stream', sizeBytes: data.length };
+    } catch (err) {
+      if (isNotFound(err)) return null;
+      throw err;
+    }
+  }
+
+  async remove(objectKey: string): Promise<void> {
+    await this.client.send(new DeleteObjectCommand({ Bucket: this.bucket, Key: objectKey }));
+  }
+}
+
+function isNotFound(err: unknown): boolean {
+  const e = err as { name?: string; $metadata?: { httpStatusCode?: number } };
+  return e.name === 'NoSuchKey' || e.name === 'NotFound' || e.$metadata?.httpStatusCode === 404;
+}

packages/iios-service/src/messaging/message.service.ts

@@ -114,10 +114,18 @@ export class MessageService {
     const actor = await this.actors.resolveActor(thread.scopeId, principal);
     const alreadyMember =
       (await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: actor.id } } })) !== null;
-    // Join is governed ONLY for threads that opted into a membership model (chat dm/group);
+    // Join is governed ONLY for threads that opted into a membership model (chat dm/group/channel);
-    // support/inbox/generic threads (no membership attr) keep open-join, unchanged.
+    // support/inbox/generic threads (no membership attr) keep open-join, unchanged. A PUBLIC channel
-    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+    // is the one membership type that also allows open self-join (policy reads `visibility`).
-    await decideOrThrow(this.ports, { action: 'iios.thread.join', threadId, scopeId: thread.scopeId, membership, alreadyMember });
+    const bag = (thread.metadata as { membership?: string; visibility?: string } | null) ?? {};
+    await decideOrThrow(this.ports, {
+      action: 'iios.thread.join',
+      threadId,
+      scopeId: thread.scopeId,
+      membership: bag.membership,
+      visibility: bag.visibility,
+      alreadyMember,
+    });
     await this.actors.ensureParticipant(threadId, actor.id);
     return { threadId, status: thread.status, history: await this.history(threadId) };
   }
@@ -159,6 +167,129 @@ export class MessageService {
     return { threadId, participantCount: participantCount + 1 };
   }
 
+  /**
+   * Governed thread rename (a generic subject update). Policy decides who may rename — for a
+   * membership thread the dev OPA requires the caller be a group ADMIN. The kernel only writes
+   * the subject; "group settings" meaning lives in the app + policy, not here.
+   */
+  async renameThread(threadId: string, principal: MessagePrincipal, subject: string): Promise<{ threadId: string; subject: string }> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    const caller = await this.actors.resolveActor(thread.scopeId, principal);
+    const callerP = await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: caller.id } } });
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+
+    await decideOrThrow(this.ports, {
+      action: 'iios.thread.update',
+      threadId,
+      scopeId: thread.scopeId,
+      membership,
+      callerRole: callerP?.participantRole,
+    });
+
+    await this.prisma.iiosThread.update({ where: { id: threadId }, data: { subject } });
+    return { threadId, subject };
+  }
+
+  /**
+   * Governed participant removal. Policy decides who may remove — for a membership thread the dev
+   * OPA requires the caller be a group ADMIN. Removing a non-participant is a no-op success.
+   */
+  async removeParticipant(threadId: string, principal: MessagePrincipal, targetUserId: string): Promise<{ threadId: string; participantCount: number }> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    const caller = await this.actors.resolveActor(thread.scopeId, principal);
+    const callerP = await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: caller.id } } });
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+
+    await decideOrThrow(this.ports, {
+      action: 'iios.thread.participant.remove',
+      threadId,
+      scopeId: thread.scopeId,
+      membership,
+      callerRole: callerP?.participantRole,
+      targetUserId,
+    });
+
+    const scope = await this.actors.resolveScope(principal);
+    const target = await this.actors.resolveActor(scope.id, {
+      userId: targetUserId, appId: principal.appId, orgId: principal.orgId, tenantId: principal.tenantId, displayName: targetUserId,
+    });
+    await this.prisma.iiosThreadParticipant.deleteMany({ where: { threadId, actorId: target.id } });
+    const participantCount = await this.prisma.iiosThreadParticipant.count({ where: { threadId } });
+    return { threadId, participantCount };
+  }
+
+  /** Members of a thread with their role — drives the group settings member list. Read is policy-scoped. */
+  async listParticipants(threadId: string, principal: MessagePrincipal): Promise<Array<{ userId: string; displayName: string; role: string }>> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    await decideOrThrow(this.ports, { action: 'iios.thread.read', threadId, scopeId: thread.scopeId });
+    const parts = await this.prisma.iiosThreadParticipant.findMany({
+      where: { threadId },
+      include: { actor: { include: { sourceHandle: true } } },
+    });
+    return parts.map((p) => ({
+      userId: p.actor?.sourceHandle?.externalId ?? '',
+      displayName: p.actor?.displayName ?? p.actor?.sourceHandle?.externalId ?? 'unknown',
+      role: p.participantRole ?? 'MEMBER',
+    }));
+  }
+
+  /**
+   * Scope-wide thread discovery — the ONE generic primitive channels need beyond dm/group.
+   * Unlike listThreads (membership-scoped), this returns threads in the caller's scope matching an
+   * opaque metadata filter (e.g. {membership:'channel', visibility:'public'}) REGARDLESS of whether
+   * the caller is a participant, each flagged `joined`. Governed by policy (fail-closed) + fenced to
+   * the caller's own scope. The kernel never interprets the filter keys.
+   */
+  async discoverThreads(
+    principal: MessagePrincipal,
+    filter?: { metadata?: Record<string, string> },
+  ): Promise<Array<{ threadId: string; subject: string | null; metadata: Record<string, unknown> | null; participantCount: number; joined: boolean }>> {
+    const scope = await this.actors.findScope(principal);
+    if (!scope) return [];
+    await decideOrThrow(this.ports, { action: 'iios.thread.discover', scopeId: scope.id });
+    const actor = await this.actors.resolveActor(scope.id, principal);
+
+    const inScope = await this.prisma.iiosThread.findMany({ where: { scopeId: scope.id } });
+    const metaFilter = filter?.metadata;
+    const matched = metaFilter
+      ? inScope.filter((t) => {
+          const bag = (t.metadata as Record<string, unknown> | null) ?? {};
+          return Object.entries(metaFilter).every(([k, v]) => bag[k] === v);
+        })
+      : inScope;
+    if (matched.length === 0) return [];
+
+    const ids = matched.map((t) => t.id);
+    const parts = await this.prisma.iiosThreadParticipant.groupBy({ by: ['threadId'], where: { threadId: { in: ids } }, _count: { actorId: true } });
+    const countBy = new Map(parts.map((p) => [p.threadId, p._count.actorId]));
+    const mine = await this.prisma.iiosThreadParticipant.findMany({ where: { threadId: { in: ids }, actorId: actor.id }, select: { threadId: true } });
+    const joinedSet = new Set(mine.map((m) => m.threadId));
+
+    return matched.map((t) => ({
+      threadId: t.id,
+      subject: t.subject,
+      metadata: (t.metadata as Record<string, unknown> | null) ?? null,
+      participantCount: countBy.get(t.id) ?? 0,
+      joined: joinedSet.has(t.id),
+    }));
+  }
+
+  /** Self-leave: remove the caller's own participant row. Governed (a member may always leave). */
+  async leaveThread(threadId: string, principal: MessagePrincipal): Promise<{ threadId: string; participantCount: number }> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    const actor = await this.actors.resolveActor(thread.scopeId, principal);
+    const callerP = await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: actor.id } } });
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+    await decideOrThrow(this.ports, { action: 'iios.thread.leave', threadId, scopeId: thread.scopeId, membership, callerRole: callerP?.participantRole });
+    await this.prisma.iiosThreadParticipant.deleteMany({ where: { threadId, actorId: actor.id } });
+    const participantCount = await this.prisma.iiosThreadParticipant.count({ where: { threadId } });
+    return { threadId, participantCount };
+  }
+
   /** Toggle the caller's per-thread notification mute flag. */
   async muteThread(threadId: string, principal: MessagePrincipal, muted: boolean): Promise<{ threadId: string; muted: boolean }> {
     const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });

packages/iios-service/src/messaging/message.spec.ts

@@ -124,6 +124,28 @@ describe('Governed membership + replies (v1.1, policy-enforced)', () => {
     await expect(s.addParticipant(threadId, bob, 'carol')).rejects.toBeInstanceOf(PolicyDeniedError); // bob is MEMBER
   });
 
+  it('group settings: admin renames + lists members + removes; a plain member cannot rename/remove', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN', subject: 'Design' });
+    await s.addParticipant(threadId, alice, 'bob');
+
+    // admin renames
+    expect((await s.renameThread(threadId, alice, 'Design Team')).subject).toBe('Design Team');
+    // a plain member cannot rename
+    await expect(s.renameThread(threadId, bob, 'Hacked')).rejects.toBeInstanceOf(PolicyDeniedError);
+
+    // member list carries roles
+    const members = await s.listParticipants(threadId, alice);
+    expect(members.map((m) => m.userId).sort()).toEqual(['alice', 'bob']);
+    expect(members.find((m) => m.userId === 'alice')?.role).toBe('ADMIN');
+
+    // a plain member cannot remove
+    await expect(s.removeParticipant(threadId, bob, 'alice')).rejects.toBeInstanceOf(PolicyDeniedError);
+    // admin removes bob
+    expect((await s.removeParticipant(threadId, alice, 'bob')).participantCount).toBe(1);
+    expect(await prisma.iiosThreadParticipant.count({ where: { threadId } })).toBe(1);
+  });
+
   it('self-join is governed: a non-member cannot open a thread by id; after being added, they can', async () => {
     const s = gov();
     const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
@@ -132,6 +154,34 @@ describe('Governed membership + replies (v1.1, policy-enforced)', () => {
     expect((await s.openThread(threadId, bob)).threadId).toBe(threadId);
   });
 
+  it('channels: a PUBLIC channel allows open self-join; a PRIVATE one does not', async () => {
+    const s = gov();
+    const { threadId: pub } = await s.openThread(null, alice, { membership: 'channel', metadata: { visibility: 'public' }, subject: 'general', creatorRole: 'ADMIN' });
+    expect((await s.openThread(pub, bob)).threadId).toBe(pub); // bob self-joins a public channel
+
+    const { threadId: priv } = await s.openThread(null, alice, { membership: 'channel', metadata: { visibility: 'private' }, subject: 'deals', creatorRole: 'ADMIN' });
+    await expect(s.openThread(priv, bob)).rejects.toBeInstanceOf(PolicyDeniedError); // private = invite-only
+  });
+
+  it('discoverThreads browses same-scope channels with a joined flag; leave removes me', async () => {
+    const s = gov();
+    const { threadId: gen } = await s.openThread(null, alice, { membership: 'channel', metadata: { visibility: 'public' }, subject: 'general', creatorRole: 'ADMIN' });
+    await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' }); // a group must NOT appear in a channel browse
+
+    // bob (non-member, same scope) discovers the public channel as not-joined.
+    const seen = await s.discoverThreads(bob, { metadata: { membership: 'channel', visibility: 'public' } });
+    expect(seen.map((t) => t.threadId)).toEqual([gen]);
+    expect(seen[0]!.joined).toBe(false);
+    // alice (member) sees it joined.
+    expect((await s.discoverThreads(alice, { metadata: { membership: 'channel', visibility: 'public' } }))[0]!.joined).toBe(true);
+
+    // bob joins, appears in his list, then leaves.
+    await s.openThread(gen, bob);
+    expect((await s.listThreads(bob)).map((t) => t.threadId)).toContain(gen);
+    await s.leaveThread(gen, bob);
+    expect((await s.listThreads(bob)).map((t) => t.threadId)).not.toContain(gen);
+  });
+
   it('listThreads returns the caller’s threads with membership, count, last message + unread', async () => {
     const s = gov();
     const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });

packages/iios-service/src/platform/dev-opa.port.spec.ts

@@ -33,6 +33,49 @@ describe('DevOpaPort (dev policy plane — membership rules)', () => {
     expect(asAdmin.allow).toBe(true);
   });
 
+  it('group rename (thread.update) requires ADMIN; ungoverned threads allow it', async () => {
+    const asMember = await opa.decide({ action: 'iios.thread.update', membership: 'group', callerRole: 'MEMBER' });
+    expect(asMember.allow).toBe(false);
+    expect(asMember.obligations[0]?.reason).toMatch(/admin/);
+    expect((await opa.decide({ action: 'iios.thread.update', membership: 'group', callerRole: 'ADMIN' })).allow).toBe(true);
+    expect((await opa.decide({ action: 'iios.thread.update' })).allow).toBe(true); // no membership attr → allow
+  });
+
+  it('group remove requires ADMIN; a member on an ungoverned thread may remove', async () => {
+    const asMember = await opa.decide({ action: 'iios.thread.participant.remove', membership: 'group', callerRole: 'MEMBER' });
+    expect(asMember.allow).toBe(false);
+    expect(asMember.obligations[0]?.reason).toMatch(/admin/);
+    expect((await opa.decide({ action: 'iios.thread.participant.remove', membership: 'group', callerRole: 'ADMIN' })).allow).toBe(true);
+    expect((await opa.decide({ action: 'iios.thread.participant.remove', callerRole: 'MEMBER' })).allow).toBe(true);
+  });
+
+  it('media upload allows images + docs (incl. html/markdown/csv), denies unknown types and oversize', async () => {
+    const up = (mime: string, sizeBytes = 1024) => opa.decide({ action: 'iios.media.upload', mime, sizeBytes });
+    for (const mime of ['image/png', 'video/mp4', 'audio/mpeg', 'application/pdf', 'text/plain', 'text/markdown', 'text/html', 'text/csv']) {
+      expect((await up(mime)).allow).toBe(true);
+    }
+    const bad = await up('application/x-msdownload');
+    expect(bad.allow).toBe(false);
+    expect(bad.obligations[0]?.reason).toMatch(/not allowed/);
+    const big = await up('image/png', 30 * 1024 * 1024);
+    expect(big.allow).toBe(false);
+    expect(big.obligations[0]?.reason).toMatch(/too large/);
+  });
+
+  it('a PUBLIC channel allows open self-join; private channel and group do not', async () => {
+    expect((await opa.decide({ action: 'iios.thread.join', membership: 'channel', visibility: 'public', alreadyMember: false })).allow).toBe(true);
+    const priv = await opa.decide({ action: 'iios.thread.join', membership: 'channel', visibility: 'private', alreadyMember: false });
+    expect(priv.allow).toBe(false);
+    expect((await opa.decide({ action: 'iios.thread.join', membership: 'group', alreadyMember: false })).allow).toBe(false);
+    // an existing member of a private channel can still (re)open it
+    expect((await opa.decide({ action: 'iios.thread.join', membership: 'channel', visibility: 'private', alreadyMember: true })).allow).toBe(true);
+  });
+
+  it('discover and leave are allowed (scope fence / member-implied)', async () => {
+    expect((await opa.decide({ action: 'iios.thread.discover' })).allow).toBe(true);
+    expect((await opa.decide({ action: 'iios.thread.leave', membership: 'channel' })).allow).toBe(true);
+  });
+
   it('self-join is governed only on membership threads', async () => {
     // generic / support thread (no membership attr) → open join, unchanged
     expect((await opa.decide({ action: 'iios.thread.join', alreadyMember: false })).allow).toBe(true);

packages/iios-service/src/platform/dev-opa.port.ts

@@ -9,7 +9,8 @@ import type { PolicyDecision } from '@insignia/iios-contracts';
  */
 export interface OpaInput {
   action?: string;
-  membership?: string; // app-set generic thread attribute: 'dm' | 'group'
+  membership?: string; // app-set generic thread attribute: 'dm' | 'group' | 'channel'
+  visibility?: string; // 'public' | 'private' (channels)
   participantCount?: number;
   callerRole?: string; // 'MEMBER' | 'ADMIN'
   alreadyMember?: boolean;
@@ -22,7 +23,7 @@ export interface OpaInput {
 const MEDIA_MAX_BYTES = 25 * 1024 * 1024;
 const MEDIA_ALLOWED = /^(image|video|audio)\//;
 const MEDIA_ALLOWED_DOCS = new Set([
-  'application/pdf', 'text/plain', 'application/zip',
+  'application/pdf', 'text/plain', 'text/markdown', 'text/x-markdown', 'text/html', 'text/csv', 'application/zip',
   'application/msword', 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
   'application/vnd.ms-excel', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
   'application/vnd.ms-powerpoint', 'application/vnd.openxmlformats-officedocument.presentationml.presentation',
@@ -42,13 +43,34 @@ export class DevOpaPort {
         if (i.membership === 'group' && i.callerRole !== 'ADMIN') return deny('only a group admin can add or remove members');
         return allow();
       }
+      case 'iios.thread.participant.remove': {
+        // Same governance as add: for a group, only an ADMIN removes members. Ungoverned
+        // (no membership attr) threads allow removal by any member.
+        if (i.membership === 'group' && i.callerRole !== 'ADMIN') return deny('only a group admin can add or remove members');
+        if (i.membership && i.callerRole !== 'MEMBER' && i.callerRole !== 'ADMIN') return deny('only a member can remove participants');
+        return allow();
+      }
+      case 'iios.thread.update': {
+        // Rename / settings change: for a group, only an ADMIN. Ungoverned threads allow it.
+        if (i.membership === 'group' && i.callerRole !== 'ADMIN') return deny('only a group admin can change group settings');
+        return allow();
+      }
       case 'iios.thread.join': {
-        // Only threads that opted into a membership model (chat dm/group) are governed;
+        // Generic/support threads (no membership attr) keep open-join. A PUBLIC channel is the one
-        // generic/support threads (no membership attr) keep open-join. For a governed
+        // membership type that also allows open self-join. dm/group/private-channel are closed:
-        // thread, new members must be added first (governed add-participant).
+        // new members must be added first (governed add-participant).
         if (!i.membership) return allow();
+        if (i.membership === 'channel' && i.visibility === 'public') return allow();
         return i.alreadyMember ? allow() : deny('you are not a member of this thread');
       }
+      case 'iios.thread.discover': {
+        // Browsing discoverable threads — the query fences to the caller's own scope, so allow.
+        return allow();
+      }
+      case 'iios.thread.leave': {
+        // Anyone may leave a thread they're in. (A membership thread implies the caller is a member.)
+        return allow();
+      }
       case 'iios.interaction.annotate': {
         // Annotating (e.g. reacting to) a message requires being a participant of its thread.
         return i.isMember ? allow() : deny('you are not a member of this thread');

packages/iios-service/src/retention/retention.service.spec.ts

@@ -117,3 +117,59 @@ describe('RetentionService (P9 — retention sweep)', () => {
     expect(await bodyOf(b.interactionId)).toBe('tenant b'); // scope B untouched
   });
 });
+
+// T8: an outbound email/SMS command holds PII (the recipient address, and the rendered body with
+// their name). Once aged, redact those while KEEPING the template provenance for audit/replay.
+describe('RetentionService — outbound command PII (T8)', () => {
+  const setOutboundSnapshot = (targetId: string, data: { archiveAfter?: Date; deleteAfter?: Date }) =>
+    prisma.iiosRetentionPolicySnapshot.update({ where: { targetType_targetId: { targetType: 'outbound_command', targetId } }, data });
+
+  async function command(target: string): Promise<{ id: string; scopeId: string }> {
+    const scope = await prisma.iiosScope.create({ data: { orgId: 'org_demo', appId: 'crm-web' } });
+    const cmd = await prisma.iiosOutboundCommand.create({
+      data: {
+        channelType: 'EMAIL', target, scopeId: scope.id, status: 'SENT', idempotencyKey: `k-${randomUUID()}`,
+        payload: { subject: 'Hi Dana', html: '<p>secret body</p>' },
+        templateKey: 'welcome', templateVersion: 1, templateLocale: 'en', renderedHash: 'abc123',
+      },
+    });
+    return { id: cmd.id, scopeId: scope.id };
+  }
+
+  it('ensureOutboundSnapshots captures one snapshot per outbound command', async () => {
+    const { id } = await command('dana@acme.com');
+    const n = await svc().ensureOutboundSnapshots();
+    expect(n).toBe(1);
+    const snap = await prisma.iiosRetentionPolicySnapshot.findUniqueOrThrow({ where: { targetType_targetId: { targetType: 'outbound_command', targetId: id } } });
+    expect(snap.targetType).toBe('outbound_command');
+    expect(snap.dataClass).toBe('outbound');
+  });
+
+  it('redacts target + payload of an aged command but keeps template provenance', async () => {
+    const { id } = await command('dana@acme.com');
+    await svc().ensureOutboundSnapshots();
+    await setOutboundSnapshot(id, { archiveAfter: past, deleteAfter: past });
+
+    const res = await svc().applySweep();
+    expect(res.redacted).toBe(1);
+    const after = await prisma.iiosOutboundCommand.findUniqueOrThrow({ where: { id } });
+    expect(after.target).toBe('[redacted]');
+    expect(after.payload).toEqual({ redacted: true });
+    // Provenance survives — you can still answer "which template version did we send?"
+    expect(after.templateKey).toBe('welcome');
+    expect(after.templateVersion).toBe(1);
+    expect(after.renderedHash).toBe('abc123');
+    expect(await prisma.iiosAuditLink.count({ where: { action: 'retention.redacted', resourceType: 'outbound_command' } })).toBe(1);
+  });
+
+  it('an active compliance hold blocks the command sweep', async () => {
+    const { id, scopeId } = await command('held@acme.com');
+    await svc().ensureOutboundSnapshots();
+    await setOutboundSnapshot(id, { archiveAfter: past, deleteAfter: past });
+    await prisma.iiosComplianceHold.create({ data: { scopeId, targetType: 'outbound_command', targetId: id, holdReason: 'legal' } });
+
+    const res = await svc().applySweep();
+    expect(res.skippedHeld).toBe(1);
+    expect((await prisma.iiosOutboundCommand.findUniqueOrThrow({ where: { id } })).target).toBe('held@acme.com');
+  });
+});

packages/iios-service/src/retention/retention.service.ts

@@ -72,6 +72,41 @@ export class RetentionService implements OnModuleInit, OnModuleDestroy {
     return created;
   }
 
+  /**
+   * Capture a retention snapshot for any outbound command that lacks one. An email/SMS command
+   * holds PII (the recipient address, and the rendered body with their name), so it gets a single
+   * window and goes STRAIGHT to redact (archiveAfter == deleteAfter — no archive phase). Unscoped
+   * system sends use an 'unscoped' partition tag so the global sweep still reaches them.
+   */
+  async ensureOutboundSnapshots(scopeId?: string): Promise<number> {
+    const commands = await this.prisma.iiosOutboundCommand.findMany({
+      where: scopeId ? { scopeId } : {},
+      select: { id: true, scopeId: true, createdAt: true },
+    });
+    let created = 0;
+    for (const c of commands) {
+      const exists = await this.prisma.iiosRetentionPolicySnapshot.findUnique({
+        where: { targetType_targetId: { targetType: 'outbound_command', targetId: c.id } },
+      });
+      if (exists) continue;
+      const deleteAt = new Date(c.createdAt.getTime() + this.windowDays('outbound', 'DELETE') * DAY_MS);
+      await this.prisma.iiosRetentionPolicySnapshot.create({
+        data: {
+          policyKey: 'outbound:pii:v1',
+          scopeSnapshotId: c.scopeId ?? 'unscoped',
+          targetType: 'outbound_command',
+          targetId: c.id,
+          dataClass: 'outbound',
+          archiveAfter: deleteAt,
+          deleteAfter: deleteAt,
+          sourceVersion: process.env.IIOS_RETENTION_POLICY_VERSION ?? 'v1',
+        },
+      });
+      created++;
+    }
+    return created;
+  }
+
   /** Act on due snapshots: archive, or delete (redact-in-place), honoring compliance holds. */
   async applySweep(scopeId?: string): Promise<SweepResult> {
     const now = new Date();
@@ -90,13 +125,22 @@ export class RetentionService implements OnModuleInit, OnModuleDestroy {
       }
 
       if (s.deleteAfter <= now) {
-        await this.prisma.$transaction([
+        if (s.targetType === 'outbound_command') {
-          this.prisma.iiosMessagePart.updateMany({ where: { interactionId: s.targetId }, data: { bodyText: '[redacted]', contentRef: null } }),
+          // Redact the recipient address + rendered body; KEEP the template provenance columns.
-          this.prisma.iiosInboundRawEvent.updateMany({ where: { interactionId: s.targetId }, data: { payload: { redacted: true } } }),
+          await this.prisma.$transaction([
-          this.prisma.iiosInteraction.update({ where: { id: s.targetId }, data: { status: 'REDACTED' } }),
+            this.prisma.iiosOutboundCommand.update({ where: { id: s.targetId }, data: { target: '[redacted]', payload: { redacted: true } } }),
-          this.prisma.iiosRetentionPolicySnapshot.update({ where: { id: s.id }, data: { status: 'REDACTED' } }),
+            this.prisma.iiosRetentionPolicySnapshot.update({ where: { id: s.id }, data: { status: 'REDACTED' } }),
-        ]);
+          ]);
-        await recordAudit(this.prisma, { action: 'retention.redacted', resourceType: 'interaction', resourceId: s.targetId, scopeId: s.scopeSnapshotId });
+          await recordAudit(this.prisma, { action: 'retention.redacted', resourceType: 'outbound_command', resourceId: s.targetId, scopeId: s.scopeSnapshotId });
+        } else {
+          await this.prisma.$transaction([
+            this.prisma.iiosMessagePart.updateMany({ where: { interactionId: s.targetId }, data: { bodyText: '[redacted]', contentRef: null } }),
+            this.prisma.iiosInboundRawEvent.updateMany({ where: { interactionId: s.targetId }, data: { payload: { redacted: true } } }),
+            this.prisma.iiosInteraction.update({ where: { id: s.targetId }, data: { status: 'REDACTED' } }),
+            this.prisma.iiosRetentionPolicySnapshot.update({ where: { id: s.id }, data: { status: 'REDACTED' } }),
+          ]);
+          await recordAudit(this.prisma, { action: 'retention.redacted', resourceType: 'interaction', resourceId: s.targetId, scopeId: s.scopeSnapshotId });
+        }
         result.redacted++;
       } else if (s.status === 'ACTIVE') {
         await this.prisma.iiosRetentionPolicySnapshot.update({ where: { id: s.id }, data: { status: 'ARCHIVED' } });
@@ -107,9 +151,10 @@ export class RetentionService implements OnModuleInit, OnModuleDestroy {
     return result;
   }
 
-  /** Full sweep: capture missing snapshots, then act on due ones. */
+  /** Full sweep: capture missing snapshots (interactions + outbound commands), then act on due ones. */
   async sweep(scopeId?: string): Promise<SweepResult> {
     await this.ensureSnapshots(scopeId);
+    await this.ensureOutboundSnapshots(scopeId);
     return this.applySweep(scopeId);
   }
 

packages/iios-service/src/templates/seeds/index.ts

@@ -0,0 +1,79 @@
+import type { IiosTemplateChannel } from '@prisma/client';
+
+/** A platform-default template shipped in the repo and seeded at boot (scopeId NULL). */
+export interface TemplateSeed {
+  key: string;
+  channel: IiosTemplateChannel;
+  locale: string;
+  version: number;
+  subject?: string;
+  bodyHtml?: string;
+  bodyText?: string;
+  variables: string[];
+}
+
+// Placeholder copy — marketing (Nikita/Himanshu) owns the words, Gautam the HTML. These are
+// functional defaults so the pipeline works end-to-end before final copy lands; bump `version`
+// when the content changes (the old version stays for audit/replay).
+
+const WELCOME_EMAIL: TemplateSeed = {
+  key: 'welcome',
+  channel: 'EMAIL',
+  locale: 'en',
+  version: 1,
+  subject: 'Welcome to the Founders Club, {{firstName}}',
+  bodyHtml:
+    '<p>Hi {{firstName}},</p>' +
+    '<p>Thanks for joining the Founders Club. Your account is ready to set up.</p>' +
+    '<p><a href="{{signupLink}}">Create your account</a></p>' +
+    '<p>We are launching soon — we will keep you posted.</p>',
+  bodyText:
+    'Hi {{firstName}},\n\nThanks for joining the Founders Club. Create your account: {{signupLink}}\n\nWe are launching soon.',
+  variables: ['firstName', 'signupLink'],
+};
+
+const PAYMENT_RECEIPT_EMAIL: TemplateSeed = {
+  key: 'payment.receipt',
+  channel: 'EMAIL',
+  locale: 'en',
+  version: 1,
+  subject: 'Thanks for your payment, {{firstName}}',
+  bodyHtml:
+    '<p>Hi {{firstName}},</p>' +
+    '<p>We have received your payment of <strong>{{amount}}</strong> for {{licenseCount}} license(s).</p>' +
+    '<p>A separate tax receipt from our payment processor will follow.</p>',
+  bodyText:
+    'Hi {{firstName}},\n\nWe have received your payment of {{amount}} for {{licenseCount}} license(s).\nA separate tax receipt will follow.',
+  variables: ['firstName', 'amount', 'licenseCount'],
+};
+
+const PAYMENT_RECEIPT_SMS: TemplateSeed = {
+  key: 'payment.receipt',
+  channel: 'SMS',
+  locale: 'en',
+  version: 1,
+  bodyText: 'Thanks {{firstName}}! We received your payment of {{amount}}. A receipt is on its way to your email.',
+  variables: ['firstName', 'amount'],
+};
+
+const ONBOARDING_REMINDER_EMAIL: TemplateSeed = {
+  key: 'onboarding.reminder',
+  channel: 'EMAIL',
+  locale: 'en',
+  version: 1,
+  subject: 'Looks like you have not finished setting up',
+  bodyHtml:
+    '<p>Hi {{firstName}},</p>' +
+    '<p>You paid but have not created your account yet. It only takes a minute.</p>' +
+    '<p><a href="{{signupLink}}">Finish creating your account</a></p>',
+  bodyText:
+    'Hi {{firstName}},\n\nYou paid but have not created your account yet. Finish here: {{signupLink}}',
+  variables: ['firstName', 'signupLink'],
+};
+
+export const TEMPLATE_SEEDS: TemplateSeed[] = [
+  WELCOME_EMAIL,
+  PAYMENT_RECEIPT_EMAIL,
+  PAYMENT_RECEIPT_SMS,
+  ONBOARDING_REMINDER_EMAIL,
+];

packages/iios-service/src/templates/template.controller.ts

@@ -0,0 +1,62 @@
+import { BadRequestException, Body, Controller, Headers, Post } from '@nestjs/common';
+import { IiosTemplateChannel } from '@prisma/client';
+import { SessionVerifier } from '../platform/session.verifier';
+import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver';
+import { TemplatedSender, type ExternalChannel } from './templated-sender';
+import { TemplateService } from './template.service';
+import { PreviewTemplateDto, SendTemplateDto } from './template.dto';
+import type { TemplateSource } from './template.model';
+
+@Controller('v1/templates')
+export class TemplateController {
+  constructor(
+    private readonly sender: TemplatedSender,
+    private readonly templates: TemplateService,
+    private readonly session: SessionVerifier,
+    private readonly actors: ActorResolver,
+  ) {}
+
+  /** Render a stored/inline template and queue it for external delivery (EMAIL/SMS). */
+  @Post('send')
+  async send(@Body() body: SendTemplateDto, @Headers('authorization') authorization?: string) {
+    const principal = this.principal(authorization);
+    const scope = await this.actors.resolveScope(principal);
+    return this.sender.sendTemplated({
+      source: this.source(body),
+      channel: body.channel as ExternalChannel,
+      target: body.target,
+      vars: body.vars ?? {},
+      scopeId: scope.id,
+      ...(body.locale ? { locale: body.locale } : {}),
+      idempotencyKey: body.idempotencyKey,
+      ...(body.purpose ? { purpose: body.purpose } : {}),
+    });
+  }
+
+  /** Render only — no send. For marketing/QA to eyeball copy before it goes out. */
+  @Post('preview')
+  async preview(@Body() body: PreviewTemplateDto, @Headers('authorization') authorization?: string) {
+    const principal = this.principal(authorization);
+    const scope = await this.actors.resolveScope(principal);
+    const { content } = await this.templates.render(this.source(body), body.vars ?? {}, {
+      channel: body.channel as IiosTemplateChannel,
+      ...(body.locale ? { locale: body.locale } : {}),
+      scopeId: scope.id,
+    });
+    return content;
+  }
+
+  /** Map the DTO's key|inline into a TemplateSource (exactly one must be present). */
+  private source(body: { key?: string; version?: number; inline?: { subject?: string; html?: string; text?: string; variables?: string[] } }): TemplateSource {
+    if (body.inline && body.key) throw new BadRequestException('provide either "key" or "inline", not both');
+    if (body.inline) return { inline: body.inline };
+    if (body.key) return body.version != null ? { key: body.key, version: body.version } : { key: body.key };
+    throw new BadRequestException('one of "key" or "inline" is required');
+  }
+
+  private principal(authorization?: string): MessagePrincipal {
+    const token = (authorization ?? '').replace(/^Bearer\s+/i, '');
+    if (!token) throw new BadRequestException('Authorization bearer token is required');
+    return this.session.verify(token);
+  }
+}

packages/iios-service/src/templates/template.dto.ts

@@ -0,0 +1,38 @@
+import { Type } from 'class-transformer';
+import { IsIn, IsInt, IsNotEmpty, IsObject, IsOptional, IsString, ValidateNested } from 'class-validator';
+
+const EXTERNAL_CHANNELS = ['EMAIL', 'SMS'] as const;
+const ALL_CHANNELS = ['EMAIL', 'SMS', 'INTERNAL'] as const;
+
+/** Inline template content — an ad-hoc source (e.g. finished HTML from marketing). */
+export class InlineTemplateDto {
+  @IsOptional() @IsString() subject?: string;
+  @IsOptional() @IsString() html?: string;
+  @IsOptional() @IsString() text?: string;
+  @IsOptional() @IsString({ each: true }) variables?: string[];
+}
+
+/** Body of POST /v1/templates/send. Provide EITHER `key` (stored) OR `inline` (ad-hoc). */
+export class SendTemplateDto {
+  @IsOptional() @IsString() @IsNotEmpty() key?: string;
+  @IsOptional() @IsInt() version?: number;
+  @IsOptional() @ValidateNested() @Type(() => InlineTemplateDto) inline?: InlineTemplateDto;
+
+  @IsIn(EXTERNAL_CHANNELS) channel!: (typeof EXTERNAL_CHANNELS)[number];
+  @IsString() @IsNotEmpty() target!: string;
+  @IsOptional() @IsObject() vars?: Record<string, unknown>;
+  @IsOptional() @IsString() locale?: string;
+  @IsString() @IsNotEmpty() idempotencyKey!: string;
+  @IsOptional() @IsString() purpose?: string;
+}
+
+/** Body of POST /v1/templates/preview — render only, no send. INTERNAL allowed (preview only). */
+export class PreviewTemplateDto {
+  @IsOptional() @IsString() @IsNotEmpty() key?: string;
+  @IsOptional() @IsInt() version?: number;
+  @IsOptional() @ValidateNested() @Type(() => InlineTemplateDto) inline?: InlineTemplateDto;
+
+  @IsIn(ALL_CHANNELS) channel!: (typeof ALL_CHANNELS)[number];
+  @IsOptional() @IsObject() vars?: Record<string, unknown>;
+  @IsOptional() @IsString() locale?: string;
+}

packages/iios-service/src/templates/template.module.ts

@@ -0,0 +1,21 @@
+import { Module } from '@nestjs/common';
+import { AdaptersModule } from '../adapters/adapters.module';
+import { TemplateRepository } from './template.repository';
+import { TemplateService } from './template.service';
+import { TemplatedSender } from './templated-sender';
+import { TemplateSeeder } from './template.seeder';
+import { TemplateController } from './template.controller';
+
+/**
+ * Reusable message-template module: render a stored/inline template → hand it to the existing
+ * outbound pipeline (via AdaptersModule's OutboundService). Content lives here; delivery stays in
+ * the outbound/capability layers. SessionVerifier, ActorResolver (IdentityModule) and PLATFORM_PORTS
+ * (PlatformModule) are global.
+ */
+@Module({
+  imports: [AdaptersModule],
+  controllers: [TemplateController],
+  providers: [TemplateRepository, TemplateService, TemplatedSender, TemplateSeeder],
+  exports: [TemplateService, TemplatedSender],
+})
+export class TemplateModule {}

packages/iios-service/src/templates/template.seeder.spec.ts

@@ -0,0 +1,42 @@
+import { describe, it, expect, beforeAll, afterAll, beforeEach } from 'vitest';
+import { PrismaClient } from '@prisma/client';
+import { resetDb } from '../test-utils/reset-db';
+import { TemplateSeeder } from './template.seeder';
+import { TEMPLATE_SEEDS, type TemplateSeed } from './seeds';
+import type { PrismaService } from '../prisma/prisma.service';
+
+const url = process.env.DATABASE_URL ?? 'postgresql://iios:iios@localhost:5434/iios?schema=public';
+const prisma = new PrismaClient({ datasources: { db: { url } } });
+const seeder = new TemplateSeeder(prisma as unknown as PrismaService);
+
+beforeAll(async () => { await prisma.$connect(); });
+afterAll(async () => { await prisma.$disconnect(); });
+beforeEach(async () => { await resetDb(prisma); });
+
+describe('TemplateSeeder', () => {
+  it('seeds the file defaults as global (scopeId NULL) templates', async () => {
+    const n = await seeder.seed(TEMPLATE_SEEDS);
+    expect(n).toBe(TEMPLATE_SEEDS.length);
+    const rows = await prisma.iiosMessageTemplate.findMany();
+    expect(rows).toHaveLength(TEMPLATE_SEEDS.length);
+    expect(rows.every((r) => r.scopeId === null)).toBe(true);
+    const welcome = rows.find((r) => r.key === 'welcome' && r.channel === 'EMAIL');
+    expect(welcome?.variables).toEqual(['firstName', 'signupLink']);
+  });
+
+  it('is idempotent — re-seeding inserts nothing and creates no duplicates', async () => {
+    await seeder.seed(TEMPLATE_SEEDS);
+    const second = await seeder.seed(TEMPLATE_SEEDS);
+    expect(second).toBe(0);
+    expect(await prisma.iiosMessageTemplate.count()).toBe(TEMPLATE_SEEDS.length);
+  });
+
+  it('a bumped version inserts a new row and leaves the old one', async () => {
+    await seeder.seed(TEMPLATE_SEEDS);
+    const bumped: TemplateSeed = { key: 'welcome', channel: 'EMAIL', locale: 'en', version: 2, subject: 'v2', bodyText: 'v2', variables: [] };
+    const n = await seeder.seed([bumped]);
+    expect(n).toBe(1);
+    const welcomes = await prisma.iiosMessageTemplate.findMany({ where: { key: 'welcome', channel: 'EMAIL' }, orderBy: { version: 'asc' } });
+    expect(welcomes.map((w) => w.version)).toEqual([1, 2]);
+  });
+});

packages/iios-service/src/templates/template.seeder.ts

@@ -0,0 +1,49 @@
+import { Injectable, Logger, OnModuleInit } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import { TEMPLATE_SEEDS, type TemplateSeed } from './seeds';
+
+/**
+ * Seeds platform-default templates (scopeId NULL) from the repo files on boot — DB is runtime truth,
+ * files are the version-controlled source. Idempotent: a seed is inserted only if its exact
+ * (key, channel, locale, version) default is absent, so re-boots never duplicate and a bumped
+ * version adds a new row while leaving the old one for audit/replay.
+ */
+@Injectable()
+export class TemplateSeeder implements OnModuleInit {
+  private readonly log = new Logger(TemplateSeeder.name);
+
+  constructor(private readonly prisma: PrismaService) {}
+
+  async onModuleInit(): Promise<void> {
+    const inserted = await this.seed(TEMPLATE_SEEDS);
+    if (inserted > 0) this.log.log(`seeded ${inserted} default template(s)`);
+  }
+
+  /** Returns how many rows were newly inserted. */
+  async seed(seeds: TemplateSeed[]): Promise<number> {
+    let inserted = 0;
+    for (const s of seeds) {
+      const exists = await this.prisma.iiosMessageTemplate.findFirst({
+        where: { scopeId: null, key: s.key, channel: s.channel, locale: s.locale, version: s.version },
+        select: { id: true },
+      });
+      if (exists) continue;
+      await this.prisma.iiosMessageTemplate.create({
+        data: {
+          scopeId: null,
+          key: s.key,
+          channel: s.channel,
+          locale: s.locale,
+          version: s.version,
+          subject: s.subject,
+          bodyHtml: s.bodyHtml,
+          bodyText: s.bodyText,
+          variables: s.variables as Prisma.InputJsonValue,
+        },
+      });
+      inserted++;
+    }
+    return inserted;
+  }
+}

packages/iios-service/src/templates/templated-sender.spec.ts

@@ -0,0 +1,90 @@
+import { describe, it, expect, beforeAll, afterAll, beforeEach } from 'vitest';
+import { PrismaClient } from '@prisma/client';
+import { makeFakePorts } from '@insignia/iios-testkit';
+import { resetDb } from '../test-utils/reset-db';
+import { OutboundService } from '../adapters/outbound.service';
+import { CapabilityBroker } from '../capability/capability.broker';
+import { CapabilityProviderRegistry } from '../capability/capability.registry';
+import { IdempotencyService } from '../idempotency/idempotency.service';
+import { TemplateRepository } from './template.repository';
+import { TemplateService } from './template.service';
+import { TemplatedSender } from './templated-sender';
+import type { PrismaService } from '../prisma/prisma.service';
+
+const url = process.env.DATABASE_URL ?? 'postgresql://iios:iios@localhost:5434/iios?schema=public';
+const prisma = new PrismaClient({ datasources: { db: { url } } });
+const asService = prisma as unknown as PrismaService;
+
+function sender(): TemplatedSender {
+  const outbound = new OutboundService(asService, new CapabilityBroker(makeFakePorts(), new CapabilityProviderRegistry()), new IdempotencyService(asService));
+  const templates = new TemplateService(new TemplateRepository(asService));
+  return new TemplatedSender(templates, outbound, makeFakePorts());
+}
+
+async function seedReceipt() {
+  await prisma.iiosMessageTemplate.create({
+    data: { key: 'payment.receipt', channel: 'EMAIL', locale: 'en', version: 1, subject: 'Thanks {{firstName}}', bodyHtml: '<p>{{amount}}</p>', bodyText: '{{amount}}', variables: ['firstName', 'amount'] },
+  });
+}
+
+beforeAll(async () => { await prisma.$connect(); });
+afterAll(async () => { await prisma.$disconnect(); });
+beforeEach(async () => { await resetDb(prisma); });
+
+describe('TemplatedSender.sendTemplated', () => {
+  it('renders a stored template, queues an outbound command, and stamps provenance', async () => {
+    await seedReceipt();
+    const cmd = await sender().sendTemplated({
+      source: { key: 'payment.receipt' }, channel: 'EMAIL', target: 'dana@acme.com',
+      vars: { firstName: 'Dana', amount: '$2,000' }, idempotencyKey: 'receipt:cs_1',
+    });
+    expect(cmd.channelType).toBe('EMAIL');
+    expect(cmd.target).toBe('dana@acme.com');
+    expect((cmd.payload as { subject: string }).subject).toBe('Thanks Dana');
+    expect(cmd.templateKey).toBe('payment.receipt');
+    expect(cmd.templateVersion).toBe(1);
+    expect(cmd.templateLocale).toBe('en');
+    expect(cmd.renderedHash).toMatch(/^[a-f0-9]{64}$/);
+  });
+
+  it('is idempotent per key: a replay yields ONE command', async () => {
+    await seedReceipt();
+    const s = sender();
+    const input = { source: { key: 'payment.receipt' }, channel: 'EMAIL' as const, target: 'dana@acme.com', vars: { firstName: 'Dana', amount: '$1' }, idempotencyKey: 'receipt:cs_dup' };
+    const a = await s.sendTemplated(input);
+    const b = await s.sendTemplated(input);
+    expect(b.id).toBe(a.id);
+    expect(await prisma.iiosOutboundCommand.count({ where: { idempotencyKey: 'receipt:cs_dup' } })).toBe(1);
+  });
+
+  it('sends inline content with null template key but a hash', async () => {
+    const cmd = await sender().sendTemplated({
+      source: { inline: { subject: 'Hi {{n}}', html: '<b>{{n}}</b>', variables: ['n'] } },
+      channel: 'EMAIL', target: 'x@y.com', vars: { n: 'Z' }, idempotencyKey: 'inline:1',
+    });
+    expect((cmd.payload as { subject: string }).subject).toBe('Hi Z');
+    expect(cmd.templateKey).toBeNull();
+    expect(cmd.renderedHash).toMatch(/^[a-f0-9]{64}$/);
+  });
+
+  it('carries attachment refs into the EMAIL command payload', async () => {
+    await seedReceipt();
+    const cmd = await sender().sendTemplated({
+      source: { key: 'payment.receipt' }, channel: 'EMAIL', target: 'dana@acme.com',
+      vars: { firstName: 'Dana', amount: '$1' }, idempotencyKey: 'att:1',
+      attachments: [{ filename: 'invoice.pdf', contentRef: 'obj/1', mimeType: 'application/pdf' }],
+    });
+    expect((cmd.payload as { attachments: unknown[] }).attachments).toEqual([{ filename: 'invoice.pdf', contentRef: 'obj/1', mimeType: 'application/pdf' }]);
+  });
+
+  it('shapes an SMS send as text only', async () => {
+    await prisma.iiosMessageTemplate.create({
+      data: { key: 'payment.receipt', channel: 'SMS', locale: 'en', version: 1, bodyText: 'Paid {{amount}}', variables: ['amount'] },
+    });
+    const cmd = await sender().sendTemplated({
+      source: { key: 'payment.receipt' }, channel: 'SMS', target: '+1415', vars: { amount: '$2,000' }, idempotencyKey: 'sms:1',
+    });
+    expect(cmd.channelType).toBe('SMS');
+    expect(cmd.payload).toEqual({ text: 'Paid $2,000' });
+  });
+});