feat(media): allow HTML/Markdown/CSV uploads; serve scriptable types as downloads

- media upload policy now allows text/html, text/markdown, text/x-markdown,
  text/csv (in addition to images/av, pdf, txt, zip, office docs)
- blob endpoint adds X-Content-Type-Options: nosniff, and forces
  Content-Disposition: attachment for script-capable types (html, xhtml, svg,
  xml) so an uploaded file can't render/execute inline from the IIOS origin
  (stored-XSS). Images/video/audio/pdf still serve inline for preview.
- dev-opa test covering the allowed types + unknown/oversize denials

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

.claude/memory/MEMORY.md

@@ -0,0 +1,12 @@
+# IIOS Project Memory — Index
+
+Repo-local, versioned project memory. The full canonical rules are in the repo root
+**`CLAUDE.md`**; these files are granular, per-topic memories that accumulate across sessions.
+Read the relevant ones before working in that area; add/update files as the project evolves.
+
+- [project_iios_overview.md](project_iios_overview.md) — what IIOS is (generic interaction OS; kernel + specializations + platform ports)
+- [feedback_generic_safety.md](feedback_generic_safety.md) — THE #1 rule: no chat/domain vocabulary in the kernel
+- [reference_run_and_test.md](reference_run_and_test.md) — run command, isolated `iios_test` DB, and the `replay.spec` flake workaround
+- [project_recent_features.md](project_recent_features.md) — the "real-providers" era: Supabase auth, reactions/pins/saves, mentions→inbox, media, notifications
+- [reference_chat_web_consumer.md](reference_chat_web_consumer.md) — chat-web is the reference app driving IIOS feature work
+- [feedback_workflow.md](feedback_workflow.md) — commits (email + co-author), IIOS_DEV_TOKENS off in prod, TDD, build-before-restart

.claude/memory/feedback_generic_safety.md

@@ -0,0 +1,28 @@
+---
+name: feedback_generic_safety
+description: THE #1 locked rule — the kernel must never hardcode chat/domain vocabulary
+metadata:
+  type: feedback
+---
+
+**The kernel must stay generic.** No `'dm'` / `'group'` / `'reaction'` / `'emoji'` / `'mention'`
+literals in kernel or messaging *logic*. If a reviewer asked "is this a chat backend now?" the
+answer must stay **no**.
+
+**Why:** IIOS is a generic interaction OS; chat is one consumer. Baking chat meaning into the
+kernel destroys reuse (support/community/meetings share the same core).
+
+**How to apply:** domain meaning lives in exactly three places, never the kernel —
+1. **OPA policy** (`DevOpaPort` → real OPA): DM-cap, group-admin, governed-join, media limits,
+   notification triggers.
+2. **Opaque attributes** the kernel stores but never interprets: `thread.metadata.membership`
+   (`dm`/`group`), interaction annotations (opaque `annotationType`+`value` → app writes
+   `reaction`/`pin`/`save`), `mentions[]` (opaque userId notify-list; kernel never parses `@`).
+3. **The app** (chat-web): rendering + product semantics.
+
+Reading an opaque attr inside a **policy/notification gate** (`membership === 'dm'` in
+`DevOpaPort` or `notification.projector.ts`) is OK — that file IS the policy plane. Everywhere
+else, keep generic. Verify before committing:
+`grep -rniE "'dm'|'group'|reaction|emoji" packages/iios-service/src | grep -v spec` — hits only
+in policy/notification/app-facing layers or comments. Also run `pnpm boundary`.
+Related: [[project_iios_overview]].

.claude/memory/feedback_workflow.md

@@ -0,0 +1,19 @@
+---
+name: feedback_workflow
+description: Working conventions — commits, prod flags, TDD, rebuild-before-restart
+metadata:
+  type: feedback
+---
+
+- **Commits:** conventional (`feat:`/`fix:`/`docs:`/`chore:`), git email
+  **`maaz@insigniaconsultancy.com`**, co-author every commit with Claude. The user commits
+  directly to `main` in this project (fine); branch only if asked.
+- **⚠ `IIOS_DEV_TOKENS` MUST be `0`/unset in production** — it exposes `/v1/dev/*` (unauth token
+  minting, chaos, retention sweep). The single most important prod-hardening flag.
+- **TDD** — write the failing spec first; verify it fails; implement; verify it passes.
+- **Rebuild before restart** — after backend changes, `nest build` then restart from `dist`;
+  `lsof -ti :3200 | xargs kill -9` first or the old build keeps serving (stale-dist bites).
+- **New kernel capability = a generic primitive only** — add domain meaning in OPA policy + the
+  app, never the kernel. See [[feedback_generic_safety]].
+- The user prefers **direct, fast iteration** (implement → verify end-to-end → commit), not
+  heavyweight multi-agent/spec ceremony. Include "how to test" in summaries; report failures honestly.

.claude/memory/project_iios_overview.md

@@ -0,0 +1,23 @@
+---
+name: project_iios_overview
+description: What IIOS is — a generic multi-tenant interaction OS; kernel + specializations + swappable platform ports
+metadata:
+  type: project
+---
+
+IIOS (Insignia Interaction OS) = one NestJS service (`@insignia/iios-service`) + SDKs, in a
+pnpm monorepo (`packages/*`). Every interaction (chat message, ticket, routed post, AI
+suggestion, meeting) is the **same kernel object** inside a **tenant scope** (`IiosScope`:
+org/app/tenant/…), behind the **same fail-closed gates**, emitting the **same audit trail**.
+
+Products (messaging, inbox, support, routing, AI, calendar, media, notifications) are thin
+**specializations** on top of a tiny kernel — never the reverse (`pnpm boundary` enforces it).
+
+Platform seams are **ports** (`IiosPlatformPorts`, DI token `PLATFORM_PORTS`; dev = permissive
+`LocalDevPorts`): session, opa, cmp (consent), mdm, sas, capability, plus `StoragePort` (media)
+and `NotificationPort` (push). **Dev stubs swap to real adapters with zero consumer changes.**
+Every op passes `decideOrThrow(ports, {action,…})` fail-closed. Events go through a
+transactional outbox → `OutboxBus` → idempotent projectors (inbox, notifications).
+
+See the repo `CLAUDE.md` and `docs/IIOS_API_AND_SDK_GUIDE.md` (as-built reference) for detail.
+Related: [[feedback_generic_safety]].

.claude/memory/project_recent_features.md

@@ -0,0 +1,31 @@
+---
+name: project_recent_features
+description: The "real-providers" era — Supabase auth, reactions/pins/saves, mentions→inbox, media, notifications
+metadata:
+  type: project
+---
+
+Beyond P0–P8 (kernel → messaging → inbox → support → adapters → routing → AI →
+calendar/meetings), recent work (mostly driven by the chat app, the start of P9 "real
+providers"):
+
+- **Real Supabase auth** — `SessionVerifier` verifies real OIDC tokens against issuer JWKS
+  (ES256, no secret), a **multi-issuer registry** routed by the `iss` claim → per-issuer `appId`
+  scope (`AUTH_ISSUERS` JSON, or `SUPABASE_URL` single-issuer shorthand). `userId = email`.
+  Legacy HS256 app-token path (`APP_SECRETS`) stays for dev/tests.
+- **Reactions / pins / saves** — one generic `IiosInteractionAnnotation` primitive (opaque
+  `annotationType`+`value`); socket `annotate` event → `annotation` broadcast;
+  `GET /v1/threads/my-annotations?type=save`.
+- **@mentions → Inbox** — `send(... mentions[])` (opaque userId list) → `InboxProjector` fans out
+  a `MENTION` inbox item to mentioned participants; reading resolves it.
+- **Media** — `StoragePort` (dev = local disk `MEDIA_DIR`; prod swap to S3/Supabase), presigned
+  upload/download (signed HS256 tokens, OPA-gated size/type, tenant-fenced), `attachment` on
+  `MessageDto`; parts use generic `MEDIA_REF/VOICE_REF/FILE_REF`.
+- **Notifications** — presence-gated Web Push: `NotificationProjector` runs 3 gates
+  (policy=DM/mention/reply-to-you · presence=`focus_thread` signal · per-thread `muted`) →
+  swappable `NotificationPort` (Web Push/VAPID); dead sub (410) pruned. Presence is in-memory
+  (single-instance) → Redis for multi-replica.
+- `senderId` (stable externalId) on `MessageDto` for reliable "is this mine?".
+
+~205 tests. Keep `docs/IIOS_API_AND_SDK_GUIDE.md` current when adding endpoints.
+Related: [[reference_chat_web_consumer]], [[feedback_generic_safety]].

.claude/memory/reference_chat_web_consumer.md

@@ -0,0 +1,20 @@
+---
+name: reference_chat_web_consumer
+description: chat-web is the reference consumer app that drives IIOS feature work
+metadata:
+  type: reference
+---
+
+**chat-web** (separate repo, `~/Documents/insignia-work/chat-web`) is the reference app on IIOS —
+a 1:1 + group chat UI (Vite + React + TanStack Router/Query + socket.io-client + supabase-js).
+It's frontend-only; IIOS provides identity, threads, messages, realtime, reactions, mentions,
+media, notifications.
+
+Feature work usually spans **both repos**: a generic primitive/port in iios + the app UI in
+chat-web. The layer split we follow: **service** owns storage/auth/governance, the **SDK layer**
+(`chat-web/src/lib/*`, mirrors `@insignia/iios-kernel-client`) owns client plumbing
+(e.g. `uploadMedia`/`mediaUrl`, `registerPush`), the **app** owns rendering.
+
+chat-web uses real Supabase login (`VITE_SUPABASE_URL` + anon key in its `.env`); identity =
+email. Run it with `pnpm dev`. Commit both repos with git email `maaz@insigniaconsultancy.com`.
+Related: [[project_recent_features]].

.claude/memory/reference_run_and_test.md

@@ -0,0 +1,30 @@
+---
+name: reference_run_and_test
+description: How to run the service + the test-DB isolation and the replay.spec flake workaround
+metadata:
+  type: reference
+---
+
+**Infra:** Postgres in docker `iios-db` on **:5434** (db `iios`), Redis on :6379. If Docker is
+down: `open -a OrbStack` then `docker start iios-db`.
+
+**Run** (dev auth via Supabase; media + push enabled):
+```
+pnpm --filter @insignia/iios-service exec nest build   # rebuild after backend changes
+SUPABASE_URL=https://<ref>.supabase.co REDIS_URL=redis://localhost:6379 PORT=3200 \
+  APP_SECRETS='{"portal-demo":"dev-secret"}' MEDIA_DIR=/tmp/iios-media \
+  VAPID_PUBLIC_KEY=… VAPID_PRIVATE_KEY=… VAPID_SUBJECT=mailto:dev@insignia \
+  node packages/iios-service/dist/main.js            # :3200 ; GET /health
+```
+Restarting: `lsof -ti :3200 | xargs kill -9` first (stale instance → EADDRINUSE / old build served).
+
+**Tests:** `pnpm test` (Vitest) runs against an **isolated `iios_test` DB** (globalSetup creates
++ migrates it; `DATABASE_URL` overridden) — it **never wipes the dev `iios` DB**. TDD: spec next
+to code; DB specs use `resetDb()`.
+
+**⚠ Known flake — `outbox/replay.spec`:** clock/ordering-sensitive, pre-existing. If it fails in a
+full run, it's stale `iios_test` state, NOT a regression. Fix:
+`docker exec iios-db psql -U iios -d postgres -c "DROP DATABASE IF EXISTS iios_test WITH (FORCE)"`
+then re-run. Prove it's not yours by stashing changes and re-running.
+
+`pnpm boundary` = import-boundary check (must stay OK). Smokes: `packages/iios-service/scripts/smoke-*.mjs`.

.gitea/workflows/publish-sdks.yml

@@ -0,0 +1,27 @@
+name: publish-sdks
+
+# Publish the @insignia/iios-* SDK packages to the Gitea npm registry on a version tag.
+# Requires: Gitea Actions enabled + a runner, and a repo secret GITEA_PUBLISH_TOKEN
+# (a token with `write:package` scope for the `insignia` org).
+on:
+  push:
+    tags:
+      - 'v*'
+
+jobs:
+  publish:
+    runs-on: ubuntu-latest
+    steps:
+      - uses: actions/checkout@v4
+      - uses: pnpm/action-setup@v4
+        with:
+          version: 10
+      - uses: actions/setup-node@v4
+        with:
+          node-version: 22
+      - run: pnpm install --frozen-lockfile
+      - run: pnpm -r build
+      - run: pnpm -r publish --no-git-checks
+        env:
+          # maps to ${GITEA_TOKEN} in .npmrc; private packages (service, testkit) are skipped
+          GITEA_TOKEN: ${{ secrets.GITEA_PUBLISH_TOKEN }}

.github/workflows/ci.yml

@@ -7,7 +7,13 @@ on:
 
 jobs:
   build:
-    runs-on: ubuntu-latest
+    # Host-mode runner (docker talks to the host daemon). We publish a pgvector
+    # Postgres to localhost:5434 and connect over localhost — the service-name
+    # networking of `services:` containers is not wired to jobs on this runner,
+    # so we start the DB explicitly (same proven pattern as the mdm CI).
+    runs-on: dind-builder
+    env:
+      DATABASE_URL: postgresql://iios:iios@localhost:5434/iios?schema=public
     steps:
       - uses: actions/checkout@v4
       - uses: pnpm/action-setup@v4
@@ -17,8 +23,37 @@ jobs:
         with:
           node-version: 22
           cache: pnpm
+
+      # pgvector Postgres for the DB-backed *.spec.ts integration suites.
+      - name: Start pgvector Postgres
+        run: |
+          docker rm -f iios-ci-pg-${{ github.run_id }} >/dev/null 2>&1 || true
+          docker run -d --name iios-ci-pg-${{ github.run_id }} \
+            -e POSTGRES_USER=iios -e POSTGRES_PASSWORD=iios -e POSTGRES_DB=iios \
+            -p 5434:5432 pgvector/pgvector:pg16
+          for i in $(seq 1 30); do
+            docker exec iios-ci-pg-${{ github.run_id }} pg_isready -U iios >/dev/null 2>&1 && break
+            sleep 2
+          done
+          docker exec iios-ci-pg-${{ github.run_id }} pg_isready -U iios \
+            || { echo "Postgres did not become ready"; exit 1; }
+
       - run: pnpm install --frozen-lockfile
       - run: pnpm boundary
-      - run: pnpm -r typecheck
+      # iios-service uses Prisma: generate the client so its generated types
+      # (schema enums, Prisma.InputJsonValue) are available for typecheck/build.
+      - run: pnpm --filter @insignia/iios-service prisma:generate
+      # Build before typecheck: the @insignia/* workspace packages publish their
+      # types via built dist/*.d.ts, so consumers (iios-kernel-client, etc.)
+      # can only resolve them once dist exists. Typechecking first fails with
+      # TS2307 "Cannot find module '@insignia/iios-contracts'".
       - run: pnpm -r build
+      - run: pnpm -r typecheck
+      # Apply the schema to the CI Postgres before the DB-backed specs run
+      # (reset-db.ts TRUNCATEs existing tables; migrations must exist first).
+      - run: pnpm --filter @insignia/iios-service exec prisma migrate deploy
       - run: pnpm test
+
+      - name: Stop Postgres
+        if: always()
+        run: docker rm -f iios-ci-pg-${{ github.run_id }} >/dev/null 2>&1 || true

.github/workflows/deploy-iios-service.yml

@@ -0,0 +1,52 @@
+# Build iios-service and deploy it via k8s-pods (ArgoCD). Runs on the dind-builder
+# host-mode runner (mounts the host docker socket). On every push to main that
+# touches the service, it builds+pushes the image (SHA-tagged) and bumps the tag in
+# platform-engineering/k8s-pods -> ArgoCD rolls it.
+name: Deploy iios-service
+
+on:
+  push:
+    branches: [main]
+    paths:
+      - "packages/iios-service/**"
+      - "packages/iios-adapter-sdk/**"
+      - "packages/iios-contracts/**"
+      - "pnpm-lock.yaml"
+      - ".github/workflows/deploy-iios-service.yml"
+
+jobs:
+  build-deploy:
+    runs-on: dind-builder
+    steps:
+      - uses: actions/checkout@v4
+
+      - name: Log in to the Gitea container registry
+        run: echo "${{ secrets.REGISTRY_TOKEN }}" | docker login git.lynkedup.cloud -u mcp-bot --password-stdin
+
+      - name: Ensure docker buildx (the Dockerfile uses BuildKit --mount)
+        run: |
+          if ! docker buildx version >/dev/null 2>&1; then
+            mkdir -p ~/.docker/cli-plugins
+            curl -sSL https://github.com/docker/buildx/releases/download/v0.19.3/buildx-v0.19.3.linux-amd64 -o ~/.docker/cli-plugins/docker-buildx
+            chmod +x ~/.docker/cli-plugins/docker-buildx
+          fi
+          docker buildx create --use --name iios-ci 2>/dev/null || docker buildx use iios-ci
+
+      - name: Build and push image
+        run: |
+          IMG=git.lynkedup.cloud/platform-engineering/iios-service
+          TAG=$(git rev-parse --short HEAD)
+          echo "TAG=$TAG" >> "$GITHUB_ENV"
+          docker buildx build --builder iios-ci --push \
+            -t "$IMG:$TAG" -f packages/iios-service/Dockerfile .
+
+      - name: Bump k8s-pods image tag (ArgoCD deploys)
+        run: |
+          git clone --depth 1 -b main \
+            "https://mcp-bot:${{ secrets.K8S_PODS_TOKEN }}@git.lynkedup.cloud/platform-engineering/k8s-pods.git" /tmp/kp
+          cd /tmp/kp
+          sed -i "s#image: git.lynkedup.cloud/platform-engineering/iios-service:.*#image: git.lynkedup.cloud/platform-engineering/iios-service:${TAG}#" services/iios/deployment.yaml
+          git config user.name "iios-ci"; git config user.email "ci@lynkedup.cloud"
+          if git diff --quiet; then echo "image tag unchanged"; exit 0; fi
+          git commit -am "ci(iios): deploy iios-service ${TAG}"
+          git push origin main

.npmrc

@@ -0,0 +1,6 @@
+# @insignia SDK packages publish to / install from the Gitea package registry.
+# Auth comes from the GITEA_TOKEN env var (never commit the token itself).
+#   publish  → token needs the `write:package` scope
+#   install  → token needs `read:package`
+@insignia:registry=https://git.lynkedup.cloud/api/packages/insignia/npm/
+//git.lynkedup.cloud/api/packages/insignia/npm/:_authToken=${GITEA_TOKEN}

CLAUDE.md

@@ -0,0 +1,122 @@
+# IIOS — Claude Code Rules
+
+> **Project memory:** granular, versioned per-topic notes live in **`.claude/memory/`** — read
+> `.claude/memory/MEMORY.md` (the index) and the relevant entries before working in an area, and
+> add/update memories as the project evolves. This file is the canonical rules; those are the
+> accumulating notes.
+
+## What IIOS is
+
+**IIOS (Insignia Interaction OS)** is a **generic, multi-tenant "interaction OS"** — one
+NestJS service (`@insignia/iios-service`) + a family of SDKs. Every interaction (a chat
+message, a support ticket, a routed post, an AI suggestion, a meeting) is the **same kernel
+object** inside a **tenant scope**, behind the **same fail-closed gates** (policy/consent),
+emitting the **same audit trail**. Products (messaging, support, community, AI, meetings) are
+thin **specializations** on top of the kernel — never the other way around.
+
+`chat-web` (separate repo) is the reference consumer app.
+
+## THE #1 LOCKED RULE — generic-safety (read this before touching the kernel)
+
+**The kernel must never hardcode chat/domain vocabulary.** No `'dm'` / `'group'` /
+`'reaction'` / `'emoji'` / `'mention'` literals in kernel or messaging *logic*. If a reviewer
+asked *"is this a chat backend now?"* the answer must stay **no**.
+
+Domain meaning lives in **three** places, never the kernel:
+1. **OPA policy** (the policy plane — `DevOpaPort` now, real OPA later). The DM-cap,
+   group-admin, governed-join, media-limit, and notification-trigger rules live here.
+2. **Opaque thread/interaction attributes** the kernel stores but never interprets:
+   `thread.metadata.membership` (`'dm'|'group'`), interaction annotations (opaque
+   `annotationType` + `value` → the app writes `reaction`/`pin`/`save`), `mentions[]` (an
+   opaque userId notify-list the kernel fans out; it never parses `@`).
+3. **The app** (chat-web) — rendering + product semantics.
+
+Reading an opaque attribute inside a **policy/notification gate** (e.g. `membership === 'dm'`
+in `DevOpaPort` or `notification.projector.ts`) is allowed — that file *is* the policy plane,
+not the kernel. Everywhere else, keep it generic. Verify with a grep before committing:
+`grep -rniE "'dm'|'group'|reaction|emoji" packages/iios-service/src | grep -v spec` — hits
+should only be in the policy/notification/app-facing layers or comments.
+
+`pnpm boundary` enforces the layer dependency law (specializations import the kernel, never
+the reverse). Run it; don't break it.
+
+## Architecture
+
+- **Kernel primitives** (generic): `IiosScope` (six-vector: org/app/tenant/bu/…), `IiosSourceHandle`
+  (externalId = userId; stays `UNVERIFIED` until MDM resolves → `canonicalEntityId`), `IiosActorRef`,
+  `IiosThread` (subject/metadata), `IiosThreadParticipant`, `IiosInteraction` (+ `parentInteractionId`
+  reply link), `IiosMessagePart` (media as `contentRef`), `IiosInteractionAnnotation` (generic).
+- **Platform ports** (`IiosPlatformPorts`, DI token `PLATFORM_PORTS`; dev = `LocalDevPorts`):
+  session, opa, cmp (consent), mdm, sas, capability — plus a `StoragePort` (media) and
+  `NotificationPort` (push). **Dev stubs → real adapters with zero consumer changes.** Every
+  op passes `decideOrThrow(ports, {action,…})` **fail-closed**.
+- **Session (auth):** `SessionVerifier` verifies (a) real OIDC tokens (Supabase/`AUTH_ISSUERS`)
+  against the issuer JWKS (ES256, no secret), routed by `iss` → per-issuer `appId` scope; or
+  (b) legacy dev HS256 app tokens (`APP_SECRETS`, keyed by `appId`). `userId = email` for OIDC.
+- **Events:** transactional outbox → `OutboxBus` → **projectors** (inbox, notifications).
+  Projectors are **idempotent** (`claim()` on `IiosProcessedEvent` + projection cursor).
+  Delivery is at-least-once → clients dedupe by message `id`.
+- **Scope isolation:** every row is tagged by `scopeId` (org+app+tenant). By-id ops call
+  `assertOwns` (tenant fence → 403). Always `select`/scope Prisma queries.
+
+## Tech stack
+
+NestJS 11 · Prisma 6 / PostgreSQL 16 (docker `iios-db` on **:5434**, db `iios`) · Redis
+(socket.io adapter, multi-replica) · socket.io (`/message` namespace) · Vitest · pnpm
+monorepo (`packages/*`). `iios-service` is a **modular monolith** (HTTP + WS + relay +
+projectors in one process).
+
+## Running & testing
+
+```bash
+docker start iios-db                       # Postgres :5434 (OrbStack; `open -a OrbStack` if down)
+pnpm --filter @insignia/iios-service exec nest build
+# run (dev auth via Supabase; media + notifications enabled):
+SUPABASE_URL=https://<ref>.supabase.co REDIS_URL=redis://localhost:6379 PORT=3200 \
+  APP_SECRETS='{"portal-demo":"dev-secret"}' MEDIA_DIR=/tmp/iios-media \
+  VAPID_PUBLIC_KEY=… VAPID_PRIVATE_KEY=… VAPID_SUBJECT=mailto:dev@insignia \
+  node packages/iios-service/dist/main.js   # → :3200 ; GET /health
+```
+
+- **`pnpm test`** — Vitest. Runs against an **isolated `iios_test` DB** (globalSetup creates +
+  migrates it; `DATABASE_URL` overridden). **It never wipes the dev `iios` DB.** ~205 tests.
+- **TDD**: write the failing spec first (see `*.spec.ts` next to the code). DB specs use
+  `resetDb()` + real Postgres.
+- **Flaky `outbox/replay.spec`**: it's clock/ordering-sensitive and pre-existing. If it fails
+  in a full run, `docker exec iios-db psql -U iios -d postgres -c "DROP DATABASE IF EXISTS iios_test WITH (FORCE)"`
+  then re-run — it's stale test-DB state, not a regression.
+- **`pnpm boundary`** — import-boundary check (must stay OK).
+- Smokes: `packages/iios-service/scripts/smoke-*.mjs` (run against a live service).
+
+## Conventions
+
+- **Commits:** conventional (`feat:`/`fix:`/`docs:`/`chore:`), git email
+  **`maaz@insigniaconsultancy.com`**, and co-author every commit with Claude. Branch off `main`
+  before committing if asked; otherwise the session has committed directly to `main`.
+- **⚠️ `IIOS_DEV_TOKENS` MUST be `0`/unset in production** — it exposes `/v1/dev/*` (unauth token
+  minting). Single most important prod flag.
+- New kernel capability = a **generic primitive** only (see the #1 rule). Add domain meaning in
+  policy + app.
+- Prisma: always `select` to avoid leaking `passwordHash`/PII; org/tenant scope every `where`.
+
+## What's built (state)
+
+P0–P8: kernel → messaging → inbox → support → adapters → routing → AI → calendar/meetings.
+Recent (the "P9 real-providers" era, mostly driven by the chat app):
+- **Real Supabase auth** — multi-issuer JWKS verification (`SessionVerifier`); first stubbed
+  port turned real.
+- **Reactions / pins / saves** — one generic `IiosInteractionAnnotation` primitive
+  (opaque type/value), `annotate` socket event, `GET /v1/threads/my-annotations`.
+- **@mentions → Inbox** — `mentions[]` on send → `MENTION` inbox item (projector).
+- **Media** — `StoragePort` (dev local disk → prod S3/Supabase), presigned upload/download,
+  attachment on `MessageDto`.
+- **Notifications** — presence-gated Web Push: `NotificationProjector` (policy/presence/mute
+  gates) + swappable `NotificationPort`, `focus_thread` presence signal, per-thread mute.
+- `senderId` (stable externalId) on messages for reliable "is this mine?".
+
+## Docs (as-built)
+
+- `docs/IIOS_API_AND_SDK_GUIDE.md` — the **as-built REST/socket/SDK reference** (endpoints,
+  shapes, env, vocab). Keep it current when adding endpoints.
+- `docs/DEPLOYMENT.md` — deploy/topology/env/scaling.
+- `docs/IIOS_OVERVIEW_FOR_CEO.md` — plain-language capability tour.

PUBLISHING.md

@@ -0,0 +1,53 @@
+# Publishing the IIOS SDKs (Gitea package registry)
+
+The `@insignia/iios-*` **frontend SDKs** publish to our self-hosted Gitea npm registry:
+
+```
+https://git.lynkedup.cloud/api/packages/insignia/npm/
+```
+
+**Published (public in the registry):** `iios-contracts`, `iios-kernel-client`, `iios-adapter-sdk`,
+and the React hook packages `iios-message-web`, `iios-inbox-web`, `iios-support-web`,
+`iios-ai-web`, `iios-community-web`, `iios-meeting-web`.
+**Kept private (never published):** `iios-service` (the deployed backend) and `iios-testkit` (dev fakes).
+
+> be-crm does **not** consume these — it talks to IIOS over REST. The SDKs are a **frontend** concern
+> (chat-web, the CRM support UI, mobile).
+
+## One-time: get a token
+Gitea → **Settings → Applications → Generate Token**:
+- to **publish**: scope `write:package`
+- to **install** (private packages): scope `read:package`
+
+Export it (never commit it):
+```bash
+export GITEA_TOKEN=<your-gitea-token>
+```
+The repo `.npmrc` already routes the `@insignia` scope to Gitea and reads `${GITEA_TOKEN}`.
+
+## Publish
+```bash
+pnpm release:dry      # build all + pack (no upload) — verify the 9 packages pack cleanly
+pnpm release          # build all + publish the non-private packages to Gitea
+```
+`pnpm -r publish` automatically **skips** `private` packages, so only the 9 SDKs go out.
+Versions are **immutable** — bump before re-publishing (edit `version`, or adopt `changesets`).
+
+Or push a tag and let CI do it (see `.gitea/workflows/publish-sdks.yml`; needs Gitea Actions +
+a runner + the `GITEA_PUBLISH_TOKEN` secret):
+```bash
+git tag v0.1.0 && git push origin v0.1.0
+```
+
+## Consume (in chat-web / the CRM front-end)
+Add an `.npmrc` to the consuming repo:
+```ini
+@insignia:registry=https://git.lynkedup.cloud/api/packages/insignia/npm/
+//git.lynkedup.cloud/api/packages/insignia/npm/:_authToken=${GITEA_TOKEN}
+```
+Then:
+```bash
+export GITEA_TOKEN=<read-token>
+pnpm add @insignia/iios-kernel-client @insignia/iios-contracts
+```
+This replaces the **vendored** client that chat-web copies today — one source of truth for all frontends.

docs/DEPLOYMENT.md

@@ -46,7 +46,18 @@ Every knob is an environment variable — see [`packages/iios-service/.env.examp
 for the full, commented list. Highlights:
 
 - **Secrets** (inject from a vault, never bake into the image): `DATABASE_URL`,
-  `APP_SECRETS` (per-app JWT signing keys), `ADAPTER_SECRETS` (webhook HMAC keys).
+  `APP_SECRETS` (per-app HS256 JWT keys), `ADAPTER_SECRETS` (webhook HMAC keys),
+  `MEDIA_SECRET` (signs presigned media upload/download URLs).
+- **Auth (real IdP):** set `SUPABASE_URL` or `AUTH_ISSUERS` to trust real OIDC access
+  tokens, verified against the issuer's public **JWKS** (ES256) — **no secret to store**.
+  `AUTH_ISSUERS` is a JSON registry `[{url, appId, orgId?}]` routing many issuers → isolated
+  app scopes. The dev HS256 path (`APP_SECRETS`) stays for local/tests.
+- **Media storage:** `MEDIA_DIR` + `PUBLIC_URL` configure the **dev** local-disk store; for
+  prod, bind the `StoragePort` to object storage (see topology) — the API/SDK don't change.
+- **Notifications (Web Push):** set `VAPID_PUBLIC_KEY` / `VAPID_PRIVATE_KEY` / `VAPID_SUBJECT`
+  to enable push (unset → the engine no-ops). ⚠️ Presence (the "are you viewing this thread?"
+  gate) is **in-memory / single-instance** today — with N>1 replicas, back `PresenceService`
+  with Redis so the projector on one replica sees focus from another.
 - **⚠️ `IIOS_DEV_TOKENS` MUST be `0`/unset in production.** It exposes `/v1/dev/*`
   (unauthenticated token minting, webhook injection, chaos, retention sweep). This is the
   single most important prod-hardening flag.
@@ -76,7 +87,12 @@ for the full, commented list. Highlights:
   > by message `id`** (the payload always carries one).
 - **Platform ports** (OPA policy, CMP consent, MDM, CRRE, SAS) — today in-process permissive
   stubs (`LocalDevPorts`). For production, point these at real external services; the service
-  already calls them **fail-closed**.
+  already calls them **fail-closed**. The **session** port already verifies real OIDC tokens
+  (Supabase/JWKS) when configured.
+- **Media storage** (`StoragePort`) — dev = **local disk** (`MEDIA_DIR`). ⚠️ Local disk is
+  **single-instance and non-durable**; with N>1 replicas or for persistence, bind it to shared
+  **object storage** (S3/R2/Supabase Storage). Bytes always flow **client ↔ storage directly**
+  via presigned URLs — they never transit the service — so this scales independently.
 
 ## Scaling & release strategy
 

docs/IIOS_API_AND_SDK_GUIDE.md

@@ -58,6 +58,8 @@ Use it on every call: `-H "authorization: Bearer <token>"`.
 - **Different `orgId` = different tenant.** Mint two tokens with `org_A` / `org_B` to test isolation.
 - Token TTL: 2h.
 
+**Real IdP tokens (production path).** Beyond the dev HS256 tokens, `SessionVerifier` also verifies **real OIDC access tokens** (ES256) against a trusted issuer's public **JWKS** — set `SUPABASE_URL` (single issuer) or `AUTH_ISSUERS` (a registry mapping many issuers → app scopes). The verifier routes a token by its `iss` claim, so two projects/IdPs map to two isolated `appId` scopes on one service, and app A's tokens can't reach app B. No shared secret needed. The dev token path stays for tests/local.
+
 ### Error responses (what QA will see)
 | Status | When |
 |---|---|
@@ -101,12 +103,24 @@ Grouped by domain. All paths are relative to the base URL. **Auth = Bearer token
 ### 5.3 Threads & Messaging (native chat)
 | Method | Path | Body / Headers | Returns |
 |---|---|---|---|
+| GET | `/v1/threads` | — | `ThreadSummary[]` — your threads (members, unread, last message, `membership`) |
+| POST | `/v1/threads` | `{membership?, creatorRole?, subject?}` | `{threadId, status, history}` (201) — `membership`/`creatorRole`/`subject` are **opaque app attributes** the kernel stores but never interprets |
+| POST | `/v1/threads/:id/participants` | `{userId, role?}` | `{threadId, participantCount}` (201) — **governed** (DM cap / group-admin via OPA) |
 | GET | `/v1/threads/:id/messages` | — | `{threadId, messages[]}` |
-| POST | `/v1/threads/:id/messages` | `{content, contentRef?}` + `idempotency-key?` header | `Message` (201) |
+| POST | `/v1/threads/:id/messages` | `{content, contentRef?, mimeType?, sizeBytes?, checksumSha256?, parentInteractionId?}` + `idempotency-key?` header | `Message` (201) |
+| GET | `/v1/threads/my-annotations` | `?type=save` | `{message, threadId, threadSubject}[]` — messages you annotated (e.g. saved) |
 
-**Realtime (Socket.IO, namespace `/message`):** connect, then emit client→server events:
+A **`Message`** carries `{id, threadId, senderId, senderName, content, attachment?, parentInteractionId?, annotations[], traceId, createdAt}`. `senderId` is the sender's stable externalId (email/username) — the reliable "is this mine?" check. `attachment` = `{contentRef, mimeType, sizeBytes, kind}` (§5.10). `annotations` = `[{type, value, users[]}]` — the reaction/pin/save aggregate.
-- `open_thread` `{threadId?|otherUserId}`, `send_message` `{threadId, content, idempotencyKey?}`, `read` `{threadId}`, `delivered` `{threadId}`.
+
-- Server emits to the thread room: `message` (a Message) and `receipt` `{interactionId, actorId, kind: READ|DELIVERED}`.
+**Realtime (Socket.IO, namespace `/message`).** Token verified on connect (`auth.token`), then emit client→server:
+- `open_thread` `{threadId?, membership?, creatorRole?, subject?}` — opens, or **creates** when no id; a **governed join** for membership threads. Returns `{threadId, status, history}` or `{error}` (acked, never a throw — clients don't hang).
+- `send_message` `{threadId, content, contentRef?, mimeType?, sizeBytes?, parentInteractionId?, mentions?}` — `mentions` is an **opaque userId notify-list** (the app parses `@`; the kernel never does).
+- `add_participant` `{threadId, userId, role?}` · `read` `{threadId, interactionId}` · `delivered` `{…}` · `typing` `{threadId}`.
+- `annotate` `{threadId, interactionId, type, value}` — toggle a **generic annotation** (chat app uses `type: reaction|pin|save`; `value` = emoji, or empty).
+
+Server → thread room: `message` (a Message), `receipt` `{interactionId, actorId, kind: READ|DELIVERED}`, `typing` `{threadId, userId}`, `annotation` `{interactionId, type, value, op: add|remove, users[], userId}`.
+
+**Governance & primitives (all fail-closed via OPA).** Membership (`iios.thread.participant.add`, `iios.thread.join`), annotating (`iios.interaction.annotate` — participant-only), and send all gate on policy. **Reactions/pins/saves are one generic primitive** — an *interaction annotation* the kernel stores + aggregates as opaque `(type, value)` but never interprets (the same primitive backs pins/saves/flags/tags). **Mentions → Inbox:** `mentions[]` flows into the message event; the inbox projector fans out a `MENTION` inbox item to each mentioned participant (never the sender); reading the thread resolves it.
 
 ### 5.4 Inbox (work queue)
 | Method | Path | Query / Body | Returns |
@@ -114,6 +128,8 @@ Grouped by domain. All paths are relative to the base URL. **Auth = Bearer token
 | GET | `/v1/inbox/items` | `?state=OPEN|SNOOZED|DONE|ARCHIVED|CANCELLED|STALE` | `InboxItem[]` |
 | PATCH | `/v1/inbox/items/:id` | `{state, reason?}` | `InboxItem` |
 
+Item **kinds** include `NEEDS_REPLY` (unreplied thread activity, one per owner+thread) and `MENTION` (someone @-mentioned you; `priority: HIGH`, one per source message). Reading the thread resolves both to `DONE`.
+
 ### 5.5 Support (tickets, escalation, callbacks, queues, agents)
 | Method | Path | Body / Query | Returns |
 |---|---|---|---|
@@ -179,6 +195,100 @@ Grouped by domain. All paths are relative to the base URL. **Auth = Bearer token
 
 `ScheduleMeetingDto`: `{meetingType, title, startAt, endAt?, timezone?, attendees?:[{userId, displayName?, role?, visibility?}], requestId?}`. `meetingType ∈ {ZOOM, PHONE, IN_PERSON, CALLBACK, INTERNAL}`; consent `status ∈ {UNKNOWN, GRANTED, DENIED, REVOKED}`. **Transcript/summary is `BLOCKED` until every attendee has `GRANTED` consent.**
 
+### 5.10 Media (attachments)
+
+The DB stores a **reference**; the bytes live behind a **storage port** (dev = local disk `MEDIA_DIR`; prod = swap to S3/R2/Supabase). Bytes go **client ↔ storage directly** via short-lived signed URLs — they never pass through the kernel.
+
+| Method | Path | Auth | Body | Returns |
+|---|---|---|---|---|
+| POST | `/v1/media/presign-upload` | Bearer | `{mime, sizeBytes}` | `{objectKey, uploadUrl}` — **OPA-gated** (size/type) |
+| PUT | `/v1/media/upload/:token` | token in URL | raw bytes | `{objectKey, sizeBytes, checksumSha256}` |
+| POST | `/v1/media/presign-download` | Bearer | `{contentRef, mime?}` | `{url}` — **tenant-fenced**, signed 1h |
+| GET | `/v1/media/blob/:token` | token in URL | — | streams the bytes with their `Content-Type` |
+
+**Attaching to a message:** `send`/`send_message` accept `{contentRef, mimeType, sizeBytes, checksumSha256?}`. The stored `Message` then carries `attachment: { contentRef, mimeType, sizeBytes, kind }` where `kind ∈ {image, video, audio, file}` (a friendly view of the generic `MEDIA_REF`/`VOICE_REF`/`FILE_REF` part the kernel writes).
+
+**Governance (fail-closed, built in):**
+- **Upload policy** `iios.media.upload` — **≤ 25 MB** and an allowlist (`image/*`, `video/*`, `audio/*`, `application/pdf`, common Office/text/zip). A violation → **403** *before* any bytes are sent.
+- **Signed tokens** (HS256, `MEDIA_SECRET`) — upload URL lives **5 min**, download URL **1 h**; a tampered/expired token → 403.
+- **Tenant fence** — object keys are prefixed with the caller's `scopeId`; a download for an object outside your scope → 403.
+
+**The flow (with governance):**
+
+```mermaid
+sequenceDiagram
+  autonumber
+  participant C as Client (SDK uploadMedia)
+  participant API as IIOS Media API
+  participant OPA as OPA policy
+  participant ST as StoragePort (disk → S3)
+  participant K as Message kernel
+
+  C->>API: POST /v1/media/presign-upload {mime, sizeBytes}
+  API->>OPA: decide iios.media.upload (≤25MB? type allowed?)
+  alt denied
+    OPA-->>C: 403 (too large / type not allowed)
+  else allowed
+    API-->>C: { objectKey, uploadUrl }  (signed, 5-min)
+    C->>ST: PUT bytes → uploadUrl  (direct, not via kernel)
+    ST-->>C: { sizeBytes, checksumSha256 }
+    C->>K: send_message { contentRef, mime, size }
+    K-->>C: Message { attachment }
+    C->>API: POST /v1/media/presign-download { contentRef }
+    API->>API: tenant-fence (objectKey in my scope?)
+    API-->>C: { url }  (signed, 1-hour)
+    C->>ST: GET url → bytes (stream, inline render / download)
+  end
+```
+
+---
+
+### 5.11 Notifications (push, presence-gated)
+
+The engine reacts to `message.sent` and pushes to **absent** recipients through a swappable
+**NotificationPort** (Web Push/VAPID now; email/FCM later). The DB holds only push
+subscriptions + a per-thread mute flag; the reusable "who has an unread" feed stays `IiosInboxItem`.
+
+| Method | Path | Body | Returns |
+|---|---|---|---|
+| GET | `/v1/notifications/vapid-public-key` | — | `{key}` — the public VAPID key the client needs to subscribe |
+| POST | `/v1/notifications/subscribe` | `{kind?, endpoint, keys:{p256dh, auth}, userAgent?}` | `{ok:true}` — store/refresh the caller's push subscription |
+| DELETE | `/v1/notifications/subscribe` | `{endpoint}` | `{ok:true}` |
+| POST | `/v1/threads/:id/mute` · `/unmute` | — | `{threadId, muted}` — per-thread notification mute for the caller |
+
+**Presence (socket):** the app emits `focus_thread` `{threadId | null}` on the `/message`
+namespace whenever the foreground conversation changes (or the tab blurs). This is how the
+engine knows you're *viewing* a thread — **room membership ≠ viewing**, because the sidebar
+joins every thread room for live updates. `GET /v1/threads` returns each thread's `muted`.
+
+**The three gates (fail-closed, in the notification policy — not the kernel):**
+1. **Policy** — DM always; a group message only if you were `@`-mentioned **or** it's a reply to you.
+2. **Presence** — skip if you're currently focused on that thread (you saw it live).
+3. **Mute** — skip if you muted the thread.
+A dead subscription (Web Push `404/410`) is pruned. DM-vs-group is read from the opaque
+`membership` thread attribute here in the *notification policy*; the kernel never branches on it.
+
+```mermaid
+flowchart TB
+  SENT["message.sent (outbox → bus)"] --> PROJ["NotificationProjector"]
+  PROJ --> LOOP{{"for each recipient (never the sender)"}}
+  LOOP --> G1{"POLICY: DM? · @mention? · reply-to-you?"}
+  G1 -->|no| X1["skip"]
+  G1 -->|yes| G2{"PRESENCE: focused on this thread?"}
+  G2 -->|yes| X2["skip — seen live"]
+  G2 -->|no| G3{"MUTE: thread muted?"}
+  G3 -->|yes| X3["skip"]
+  G3 -->|no| SUBS["load subscriptions"] --> PORT["NotificationPort.deliver()"]
+  PORT --> WP["Web Push (VAPID)"]
+  WP -->|sent| OUT["→ browser push service → service worker → OS notification"]
+  WP -->|"gone (404/410)"| PRUNE["prune dead subscription"]
+```
+
+**Client (SDK layer, `lib/notifications.ts` → belongs in `@insignia/iios-kernel-client`):**
+`registerPush()` (permission → register service worker → `PushManager.subscribe` with the
+VAPID key → POST the subscription), `muteThread(threadId, muted)`, and `MessageSocket.focus(threadId)`.
+A service worker renders the OS notification on `push` and deep-links to the thread on click.
+
 ---
 
 ## 6. SDK reference
@@ -191,7 +301,10 @@ import { RestClient } from '@insignia/iios-kernel-client';
 const client = new RestClient({ serviceUrl: 'http://localhost:3200', token });
 ```
 Methods (all return typed promises):
-- **Messaging:** `getThreadMessages(threadId)`, `sendMessage(threadId, content, {contentRef?, idempotencyKey?})`
+- **Messaging:** `listThreads()`, `createThread({membership?, creatorRole?, subject?})`, `addParticipant(threadId, userId, role?)`, `getThreadMessages(threadId)`, `sendMessage(threadId, content, {attachment?, parentInteractionId?, mentions?, idempotencyKey?})`
+- **Reactions / pins / saves (annotations):** `MessageSocket.react(threadId, interactionId, emoji)` · `pin(...)` · `save(...)` (generic `annotate` under the hood); `listMyAnnotated('save')` for a cross-thread saved list. Subscribe to the `annotation` event for live updates.
+- **Media:** `uploadMedia(file, {onProgress?}) → {contentRef, mimeType, sizeBytes, checksumSha256, kind}` (presign → PUT-with-progress → normalized ref); `mediaUrl(contentRef) → signed view URL` (cached, short-lived). *This plumbing is identical for every app, so it lives in the SDK; the app only renders by `kind`.*
+- **Notifications:** `registerPush()` (service worker + `PushManager.subscribe` + POST subscription), `muteThread(threadId, muted)`, `MessageSocket.focus(threadId)` (presence signal). The engine (projector + Web Push port) is server-side; the SDK/app own registration + rendering.
 - **Inbox:** `listInboxItems(state?)`, `patchInboxItem(id, {state, reason?})`
 - **Support:** `createTicket({subject, priority?, threadId?})`, `escalate(threadId, subject?)`, `listTickets('mine'|'assigned')`, `patchTicket(id, state)`, `requestCallback({...})`, `createQueue(name)`, `joinQueue(id)`, `joinDefaultQueue()`, `setAvailability(state)`
 - **Routing:** `createBinding(input)`, `listBindings()`, `simulateRoute({interactionId, originChannelType, originRef?})`, `listRouteDecisions(state?)`, `approveDecision(id)`, `denyDecision(id)`
@@ -269,7 +382,7 @@ Run against a live service (from `packages/iios-service`, `node scripts/<name>`)
 | `smoke-capability.mjs` | governed egress + real HTTP provider (needs `IIOS_PROVIDER_URL_EMAIL`) |
 | `smoke-tenant.mjs` | cross-tenant 403 + list isolation |
 
-Automated unit/integration suite: `pnpm test` (114 tests). Import-boundary check: `pnpm boundary`.
+Automated unit/integration suite: `pnpm test` (205 tests). Import-boundary check: `pnpm boundary`.
 
 ---
 
@@ -289,7 +402,12 @@ Automated unit/integration suite: `pnpm test` (114 tests). Import-boundary check
 |---|---|---|
 | `PORT` | `3200` | HTTP port |
 | `DATABASE_URL` | `postgresql://iios:iios@localhost:5434/iios?schema=public` | Postgres |
-| `APP_SECRETS` | `{"portal-demo":"dev-secret"}` | per-app JWT secrets (`{appId: secret}`) |
+| `APP_SECRETS` | `{"portal-demo":"dev-secret"}` | per-app HS256 JWT secrets (`{appId: secret}`) |
+| `SUPABASE_URL` / `AUTH_ISSUERS` | — | trusted OIDC issuer(s) — verify real IdP tokens (ES256) via JWKS. `AUTH_ISSUERS` is a JSON array `[{url, appId, orgId?}]` mapping issuers → app scopes; `SUPABASE_URL` is the single-issuer shorthand |
+| `MEDIA_DIR` | `<tmp>/iios-media` | local media storage dir (dev `StoragePort`) |
+| `MEDIA_SECRET` | `dev-media-secret` | signs media upload/download URLs |
+| `PUBLIC_URL` | `http://localhost:$PORT` | base used to build presigned media URLs |
+| `VAPID_PUBLIC_KEY` / `VAPID_PRIVATE_KEY` / `VAPID_SUBJECT` | — | Web Push (notifications). Unset → push disabled (engine no-ops). Generate once: `node -e "console.log(require('web-push').generateVAPIDKeys())"` |
 | `IIOS_DEV_TOKENS` | `0` | set `1` to enable `/v1/dev/*` |
 | `ADAPTER_SECRETS` | `{}` | per-channel HMAC secrets (default `dev-adapter-secret`) |
 | `IIOS_OUTBOUND_LIMIT` / `_WINDOW_MS` | `5` / `60000` | per-(channel,target) rate limit |
@@ -305,7 +423,9 @@ Automated unit/integration suite: `pnpm test` (114 tests). Import-boundary check
 
 - **Interaction kind:** MESSAGE, EMAIL, SYSTEM_NOTICE, INBOX_WORK, SUPPORT_CASE, MEETING_REQUEST, DIGEST, SUMMARY, NOTIFICATION
 - **Channel types:** WEBHOOK, EMAIL, WHATSAPP, PORTAL
-- **Inbox state:** OPEN, SNOOZED, DONE, ARCHIVED, CANCELLED, STALE · **Inbox kind:** NEEDS_REPLY, NEEDS_REVIEW, NEEDS_APPROVAL, SUPPORT_UPDATE, MEETING_FOLLOWUP, DIGEST, SYSTEM_ALERT, CRM_OWNER_INTEREST
+- **Inbox state:** OPEN, SNOOZED, DONE, ARCHIVED, CANCELLED, STALE · **Inbox kind:** NEEDS_REPLY, NEEDS_REVIEW, NEEDS_APPROVAL, **MENTION**, SUPPORT_UPDATE, MEETING_FOLLOWUP, DIGEST, SYSTEM_ALERT, CRM_OWNER_INTEREST
+- **Message part kind:** TEXT, HTML, MARKDOWN, MEDIA_REF, FILE_REF, VOICE_REF, LOCATION, STRUCTURED_JSON · **Attachment kind (DTO):** image, video, audio, file
+- **Interaction annotation (app-level, opaque to the kernel):** `type` = reaction | pin | save … ; `value` = emoji (reactions) or empty
 - **Ticket state:** NEW, OPEN, PENDING, RESOLVED, CLOSED · **priority:** LOW, NORMAL, HIGH, URGENT
 - **Route mode:** MANUAL, AUTOMATIC, HYBRID, SIMULATION_ONLY · **output format:** FORWARD, THREADED, DIGEST, SUMMARY, TRANSCRIPT · **decision:** ALLOW, DENY, REVIEW, SUPPRESS, SIMULATED
 - **AI job:** CLASSIFY, SUMMARIZE, EXTRACT · **artifact:** CLASSIFICATION, SUMMARY, TRANSCRIPT, DIGEST, EXTRACTION · **artifact status:** PROPOSED, ACCEPTED, REJECTED, SUPERSEDED

docs/IIOS_OVERVIEW_FOR_CEO.md

@@ -40,7 +40,7 @@ Today the external world (real WhatsApp, real AI models, real calendars, the rea
 | **P8** | **Calendar & meetings** — schedule, attendee consent, transcript, summary, action items | `iios-meeting-web` | Support/scheduling; callback→meeting | meeting-studio (5178) |
 | **P9** | *(next)* **Production hardening** — real providers, real policy/consent, scale, retention | — | Ops / platform | — |
 
-All of it runs on **one NestJS service** (`iios-service`) with **one Postgres database** (46 tables across 9 migrations), fronted by **one low-level client** (`iios-kernel-client`) that every React SDK is built on.
+All of it runs on **one NestJS service** (`iios-service`) with **one Postgres database** (53 tables across 19 migrations), fronted by **one low-level client** (`iios-kernel-client`) that every React SDK is built on.
 
 ---
 
@@ -159,7 +159,9 @@ Each product SDK is a handful of React hooks — a front-end dev wires the UI, t
 | Calendar/Zoom providers | Simulated sync | P9 |
 | Multi-tenant scale, retention, SLOs | Not yet | P9 |
 
-**Proof it works:** 95 automated tests pass; every capability has a runnable demo and an end-to-end smoke script; the layer-boundary check enforces the architecture.
+**Proof it works:** 205 automated tests pass; every capability has a runnable demo and an end-to-end smoke script; the layer-boundary check enforces the architecture.
+
+**P9 has begun (real providers).** A production chat app (`chat-web`) now runs on IIOS with **real Supabase login** (the session port verifies real OIDC tokens via JWKS — the first stubbed port turned real), plus richer chat built generically on the kernel: **emoji reactions, pinned & saved messages, @mentions → inbox, media sharing** (images/video/audio/docs on a swappable storage port), and **presence-gated push notifications** (Web Push via a swappable notification port). Each was a thin, generic addition — no chat-specific logic in the kernel — which is the reuse thesis paying off.
 
 ---
 
@@ -175,4 +177,4 @@ Narrative arc for the CEO: **one engine → chat → inbox → support → chann
 
 ---
 
-*Appendix — repo facts: 11 packages, 6 demo apps, one NestJS service, 46 Postgres tables across 9 migrations (kernel → messaging → inbox → support → adapters → routing → ai → calendar). Boundary-enforced dependency law; 95 passing tests; 7 end-to-end smoke scripts.*
+*Appendix — repo facts: 11 packages, 6 demo apps, one NestJS service, 54 Postgres tables across 20 migrations (kernel → messaging → inbox → support → adapters → routing → ai → calendar → annotations/mentions → media → notifications). Boundary-enforced dependency law; 205 passing tests; 8+ end-to-end smoke scripts. First real-provider swaps live: Supabase auth (JWKS-verified), a media storage port, and Web Push notifications.*

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/email-template-module-plan.md

@@ -0,0 +1,277 @@
+# Email / Message Template Module — Implementation Plan
+
+**Owner:** Maaz · **Repo:** `iios` (`packages/iios-service`) · **Target:** first templates sending by Friday go-live.
+
+## Goal
+
+A reusable template module so **any** message the system sends — welcome, payment receipt,
+onboarding reminders, drip — is produced from a stored (or ad-hoc) template with variables filled
+in, then handed to the **existing** outbound pipeline. One render path, one send path, provenance
+recorded for every send.
+
+From the July 16 meeting: *"template का एक पूरा module बनाना है… template में value भरोगे, और वो
+outbound क्यू में डाल दोगे।"*
+
+## What already exists (the substrate — do NOT rebuild)
+
+- `OutboundService.send(channelType, target, payload, idempotencyKey?, scopeId?, purpose?)` —
+  idempotency + per-target/per-tenant rate limits + delivery ledger (`IiosOutboundCommand`).
+- `CapabilityBroker` — policy gate + obligations + provider selection for egress.
+- `EMAIL` is a registered channel; `EmailProvider` exists (**HTTP**, not SMTP — see Out of Scope).
+- `EMAIL` is a first-class `IiosInteractionKind`; `IiosMessagePartKind` has `HTML`/`TEXT`.
+- `IiosActorKind` includes `SERVICE`/`BOT` (system sender is first-class).
+- `InboxModule` uses `OnModuleInit` — copy that pattern for the template seeder.
+
+The module adds **content/rendering** in front of this. It never talks to a provider directly.
+
+## Design decisions (locked)
+
+| # | Decision | Rationale |
+|---|---|---|
+| 1 | **Channel-generic**: one template per `(key, channel)`; channels `EMAIL` / `SMS` / `INTERNAL` | Vivek wants the same confirmation on email *and* SMS; INTERNAL = app-to-app, no SMTP |
+| 2 | **Seed-from-files, DB-is-truth**: templates are files in the repo, seeded into the DB on boot if absent | Copy is version-controlled + code-reviewed; a later admin UI can edit the DB with no deploy; Friday needs no UI |
+| 3 | **Handlebars** rendering | Auto-escapes HTML (customer names go into email → XSS risk), logic-less, no code execution, one dep |
+| 4 | **Global default + scope override**: `scopeId` nullable — `NULL` = platform default, set = tenant override; resolve scoped-first-else-global | Seeds cleanly at boot (IIOS scopes are created lazily, so a boot seeder has no scope to seed into); leaves room for white-label |
+| 5 | **Provenance on `IiosOutboundCommand`** (4 columns), not a new `template_snapshot` table | Rendered content is already in `payload`; only provenance is missing. Honours the SOT's intent at 4 columns |
+| 6 | **`TemplateSource` = stored `{key,version?}` OR `{inline:{subject,html,text}}`** | Marketing hands over finished HTML (*"Maaz, HTML भेज सकते हैं"*); inline still renders vars + records provenance |
+| 7 | **Integration pattern B**: pure `render()` + thin `sendTemplated()` composer | Single entry point for callers; provenance guaranteed by construction; `OutboundService` stays content-agnostic |
+| 8 | **Caller = a service** (be-crm's system token); **recipient = a `target` address, never a login** | System mail has no user on the sending side; the recipient may have no account yet |
+
+## Caller & auth model
+
+Every send is authenticated as the **calling app/service** (e.g. be-crm via its `APP_SECRETS`
+entry), verified by `SessionVerifier` like every other IIOS endpoint. The recipient is a plain
+`target` string — **not** an IIOS principal and **not** required to be logged in or registered.
+Sending a welcome email to an anonymous payer is the normal case: the app is the sender, the
+address is data. `scopeId` for the send is derived from the caller's principal (`org/app/tenant`).
+
+## Data model
+
+### New table — `IiosMessageTemplate`
+
+```prisma
+enum IiosTemplateChannel {
+  EMAIL
+  SMS
+  INTERNAL
+}
+
+/// The template SOURCE. DB is runtime truth; platform defaults are seeded from repo files on boot.
+/// Versions are immutable: a change writes a new (higher) version, never edits in place.
+model IiosMessageTemplate {
+  id        String              @id @default(cuid())
+  /// NULL = platform default (seeded). Set = a tenant scope's override of the same key.
+  scopeId   String?
+  scope     IiosScope?          @relation(fields: [scopeId], references: [id], onDelete: Cascade)
+  key       String              // "welcome", "payment.receipt", "onboarding.reminder"
+  channel   IiosTemplateChannel
+  locale    String              @default("en")
+  version   Int                 @default(1)
+  subject   String?             // EMAIL only
+  bodyHtml  String?             // EMAIL / INTERNAL
+  bodyText  String?             // SMS, and EMAIL plaintext fallback
+  /// Declared variable names — render throws if a declared var is missing (fail loud).
+  variables Json?
+  active    Boolean             @default(true)
+  createdAt DateTime            @default(now())
+  updatedAt DateTime            @updatedAt
+
+  @@unique([scopeId, key, channel, locale, version])
+  @@index([key, channel, locale, active])
+}
+```
+
+`IiosScope` needs the back-relation `messageTemplates IiosMessageTemplate[]`.
+
+**Resolution:** `resolve(key, channel, locale, scopeId?)` returns the highest-`version` `active`
+row, preferring `scopeId = <caller scope>` and falling back to `scopeId IS NULL`. No match → 404.
+
+### Provenance columns on `IiosOutboundCommand`
+
+```prisma
+  templateKey     String?
+  templateVersion Int?
+  templateLocale  String?
+  renderedHash    String?   // sha256 of the rendered content — replay/audit
+```
+
+All nullable: non-templated sends (if any) leave them null.
+
+**How provenance is written (review finding):** `OutboundService.send` **creates the command row
+itself** (both the RATE_LIMITED and PENDING paths), so a caller cannot stamp provenance after the
+fact without a racy update. Therefore `send()` gains one optional trailing arg —
+`provenance?: { templateKey; templateVersion; templateLocale; renderedHash }` — written into the
+same `create()` in both paths. `OutboundService` stays content-agnostic: it does not render or
+resolve templates, it only persists four opaque strings it is handed. This is what makes
+decision 7's "provenance guaranteed by construction" true. **This is a change to an existing file**
+(`adapters/outbound.service.ts`) and its spec — call it out in the PR.
+
+### Migrations (hand-written, non-destructive)
+
+1. `add_message_template` — the enum + table + `IiosScope` back-relation. **Plus a partial unique
+   index for global rows (review finding):** the `@@unique([scopeId, key, channel, locale, version])`
+   does **not** prevent duplicate *platform-default* rows, because Postgres treats `NULL` scopeId as
+   distinct (`NULL != NULL`) — the same footgun handled in the inbox idempotency migration. Add:
+   `CREATE UNIQUE INDEX "IiosMessageTemplate_global_key" ON "IiosMessageTemplate"("key","channel","locale","version") WHERE "scopeId" IS NULL;`
+   so a double-seed or race cannot create two defaults for the same key.
+2. `add_outbound_template_provenance` — the 4 nullable columns on `IiosOutboundCommand`.
+
+## Module structure
+
+```
+packages/iios-service/src/templates/
+  template.channel.ts        // IiosTemplateChannel re-export/helpers if needed
+  template.model.ts          // TemplateSource, RenderedContent, CreateSendInput types
+  template.repository.ts     // resolve(): scoped ?? global, highest active version
+  template.renderer.ts       // Handlebars compile+render; escaping; missing-var throw
+  template.service.ts        // render(source, vars) — pure; resolve + renderer
+  templated-sender.ts        // sendTemplated(): render -> OutboundService.send -> stamp provenance
+  template.seeder.ts         // OnModuleInit: seed file defaults into DB if (key,channel,locale,version) absent
+  template.controller.ts     // POST /v1/templates/send, POST /v1/templates/preview
+  template.dto.ts            // SendTemplateDto, PreviewTemplateDto (class-validator)
+  template.module.ts
+  seeds/
+    welcome.email.ts         // { key, channel, locale, version, subject, html, text, variables }
+    payment-receipt.email.ts
+    payment-receipt.sms.ts
+    onboarding-reminder.email.ts
+  templates.spec.ts          // TDD, real Postgres (localhost:5434), mirrors inbox.spec.ts
+```
+
+**Scope boundary:** `render()` is channel-generic (it can render an `INTERNAL` template to
+`{subject,html,text}`). `sendTemplated()` covers **external** channels (`EMAIL`/`SMS`) via
+`OutboundService`. `INTERNAL` *delivery* (render → create an in-app `Interaction`, no SMTP) reuses
+`render()` but is wired by the messaging/mirror spec — this module never imports the messaging layer.
+
+## Contract
+
+```ts
+type TemplateSource =
+  | { key: string; version?: number }
+  | { inline: { subject?: string; html?: string; text?: string } };
+
+interface RenderedContent { subject?: string; html?: string; text?: string }
+
+// template.renderer.ts — PURE (no I/O): given a template's raw strings + vars, produce content.
+// template.service.ts render() — resolves the template from the DB (I/O), then calls the pure renderer.
+// For an inline source there is no DB row, so declared-variable validation is skipped — inline
+// content is the caller's responsibility; only stored templates enforce their declared `variables`.
+render(source: TemplateSource, vars: Record<string, unknown>, opts: { channel: IiosTemplateChannel; locale?: string; scopeId?: string }): Promise<RenderedContent>
+
+// templated-sender.ts — external egress
+sendTemplated(input: {
+  source: TemplateSource;
+  channel: 'EMAIL' | 'SMS';
+  target: string;                 // email address / phone
+  vars: Record<string, unknown>;
+  scopeId?: string;
+  idempotencyKey: string;         // REQUIRED — e.g. "receipt:<stripe_session_id>"
+  purpose?: string;
+}): Promise<IiosOutboundCommand>
+```
+
+**HTTP** (`SessionVerifier`-auth'd; `scopeId` from the caller's principal):
+- `POST /v1/templates/send` → `sendTemplated`. OPA action `iios.template.send`;
+  inline source additionally gated on `iios.template.send.inline` (arbitrary HTML to customers).
+- `POST /v1/templates/preview` → `render` only, returns `RenderedContent`. No send. For marketing/QA.
+
+## Task-by-task (TDD)
+
+Each task: write the failing test → run it (confirm red) → implement → run (green) → commit.
+
+**T1 — Renderer (`template.renderer.ts`)**
+- Tests: substitutes `{{firstName}}`; **escapes `<script>` in a name**; `{{#if}}`/`{{#each}}`;
+  a declared-but-missing variable throws; renders `bodyHtml` and `bodyText` independently.
+- Impl: Handlebars, `noEscape:false`; validate declared `variables` present.
+
+**T2 — Migrations + repository (`template.repository.ts`)**
+- Migration 1 (table+enum). Regenerate client.
+- Tests: `resolve` returns highest active version; **scoped overrides global**; unknown key → NotFound;
+  inactive versions ignored.
+
+**T3 — `render()` service tying resolve+renderer, incl. inline source**
+- Tests: stored `{key}` resolves+renders; `{inline}` renders without a DB row; wrong channel → 404.
+
+**T4 — Provenance: `OutboundService.send` param + migration + `sendTemplated()`**
+- Migration 2 (4 columns).
+- Modify `OutboundService.send` to accept the optional `provenance` arg and write it into the command
+  `create()` on both the RATE_LIMITED and PENDING paths. Extend `outbound.service.spec.ts`: a send
+  with provenance persists all four fields; a send without leaves them null (no regression).
+- Then `sendTemplated()`. Tests: composes render→`OutboundService.send`; **stamps
+  `templateKey/version/locale/renderedHash`** on the command; **idempotent per key** (replay → one
+  `IiosOutboundCommand`); inline → `templateKey` null, `renderedHash` set.
+
+**T5 — Seeder (`template.seeder.ts`, `seeds/*`)**
+- Tests: boot seeds the file defaults as `scopeId NULL`; **re-seed is idempotent** (no dupes);
+  a bumped file version inserts a new row, leaves the old.
+
+**T6 — Controller + DTOs**
+- Tests (HTTP, boot against sandbox provider so no real mail): `POST /send` renders+queues;
+  unknown key → 404; bad body → 400; missing auth → 400/401; `POST /preview` returns content, sends nothing.
+
+**T7 — Whole-suite gate**
+- `vitest run` (all packages), `npm run boundary`, `npm run build` all green.
+- Manual: boot locally, `POST /v1/templates/send` with the `welcome` seed via sandbox, inspect the
+  `IiosOutboundCommand` row for payload + provenance.
+
+**T8 — PII redaction of outbound commands (fast-follow; lever #2)**
+- Extend `RetentionService` so its sweep also redacts aged `IiosOutboundCommand` rows: raw `target`
+  and rendered `payload` → redacted, while `templateKey/version/renderedHash` + `scopeId` are kept
+  for audit. Reuse the existing redact-in-place pattern (currently applied to `iiosMessagePart`).
+- Tests: a command past its window has `target`/`payload` redacted but provenance intact; a command
+  under compliance hold is skipped; audit row `retention.redacted` written.
+- Independent of T1–T7 — can land immediately after the module without blocking Friday.
+
+## Error handling
+
+- Unknown key/channel/locale → `NotFoundException` (404).
+- Declared variable missing → throw (400) — never send a half-rendered receipt.
+- Transport failure → surfaced as `FAILED` on the command by `OutboundService`, never thrown to caller.
+- Idempotent replay (same key) → returns the existing command; never double-sends.
+
+## Out of scope (separate specs — this module unblocks them)
+
+1. **`SmtpProvider`** (nodemailer, `accounts@`/`ceo@lynkeduppro.com`) in IIOS's capability registry.
+   Today's `EmailProvider` is HTTP; SMTP is a new provider flipped on by env. Without it, sends land
+   in the sandbox.
+2. **`POST /webhooks/stripe` in be-crm** — verify Stripe signature → mint a **service token** →
+   call `POST /v1/templates/send` (welcome + receipt), keyed on the Stripe object id. This is the
+   "backend" the frontend-only payment site lacks.
+3. **Inbox mirror** (post-registration): render an email → also create an `Interaction(kind=EMAIL)`
+   so it appears in the customer's in-app inbox. `INTERNAL` delivery lives here. Mirror only *after*
+   registration (no inbox exists before).
+
+## PII minimization
+
+Sending email means IIOS must *touch* the recipient's address (you can't mail without it) and the
+rendered body holds their name — so `IiosOutboundCommand.target`/`payload` become PII. You cannot
+avoid IIOS touching it; you avoid it **accumulating** and being **cheaply reachable**. Three levers,
+by impact:
+
+1. **Rotate the `Qwerty@a2` signing secret — precondition for prod, highest impact, not code.**
+   The stored PII is only dangerous because any leaked token can be brute-forced back to the secret,
+   letting an attacker forge a token and read the outbound table. A strong random secret leaves the
+   PII in place but **unreachable by forgery** — 90% of the risk closed by one env change. **Gate:
+   do not point the real SMTP provider at production until this is rotated.**
+
+2. **Redact the raw address + body after delivery (fast-follow task — see T8).**
+   IIOS keeps `templateKey/version/renderedHash` + the opaque `scopeId` for audit, but the raw
+   `target` and rendered `payload` are redacted-in-place once past their retention window. The
+   `RetentionService` already does exactly this for interaction message parts (`bodyText →
+   '[redacted]'`); it just doesn't cover `IiosOutboundCommand` yet. Reuse the same sweep.
+
+3. **Tokenized recipient (future, when MDM ships).** The clean model is: callers pass a `userId`,
+   IIOS resolves the address from MDM *at send time* and never persists it. Not available today
+   (MDM isn't deployed; `externalId` is a UUID with no email). **Design accommodation now:** keep
+   `target: string` for Friday, but treat it as an opaque "where to send" so it can later become
+   `{ userId }` resolved via MDM without changing the `sendTemplated` contract shape.
+
+**Rejected shortcut:** having be-crm send SMTP directly so IIOS never sees the address. It "avoids"
+the PII but breaks the inbox mirror and the single-send-path (IIOS would have no record to copy into
+the inbox) — trading a solvable security problem for a broken feature.
+
+## Other risks
+
+- **Friday, no test env:** first real sends go to paying customers from an unproven path. Insist on a
+  sandbox target / 100%-off test coupon before wiring the real SMTP provider (compounds with lever #1
+  above — don't send real mail from prod until the secret is rotated *and* a safe test target exists).

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/insignia-platform-live-state.md

@@ -0,0 +1,113 @@
+# Insignia Platform — Live State (from the mesh-verify probe, 2026-07-10)
+
+> Distilled from the authenticated `mesh-verify.lynkedup.cloud` dashboard (`/api/results` +
+> `/api/journey`). This is the **real** platform IIOS is meant to plug into — service inventory,
+> the identity/session/governance flow, and the exact contracts to wire IIOS's platform ports.
+> Tokens redacted (the raw JSON dumps contain live SAT/PAT/refresh tokens — do not commit them).
+
+## Cluster / mesh
+- **Cluster:** `lynkedup-tech` (NYC2 / DigitalOcean). **Istio** (istio-envoy) + **SPIFFE/SPIRE**,
+  trust domain **`spiffe://insignia.tech`** (SVIDs like `spiffe://insignia.tech/ns/sre/sa/default`,
+  `.../sa/realmdm-sas`). mTLS **PERMISSIVE**. Reached by ClusterIP DNS.
+- **Namespaces:** `sre` (MDM, OPA, misc), `cmp` (consent platform), `insignia` (identity/session/
+  app-facing services), `istio-system`.
+- Public edges: `*.lynkedup.cloud` (behind oauth2-proxy → Keycloak).
+
+## The identity/session/governance flow (7 steps — the doctrine)
+> **Separate authorities:** Session Broker *authenticates*, OPA *authorizes*, CMP decides *purpose*,
+> RealMDM *resolves identity*. Purpose-proof ≠ authorization. The PAT carries the external `sub`
+> only as a **SHA-256 hash**, never raw; `canonical_person_id` is null until MDM VERIFIES (MDM never
+> blocks login).
+
+1. **Anonymous consent (CMP Edge)** — browser CMP SDK → `POST /edge/v1/cache-policy` → EdDSA-signed
+   cache-category manifest; a ConsentReceipt goes to CMP over gRPC. Purpose proof only.
+2. **External login (Supabase)** → **SAT** (ES256 JWT). Claims: `iss` (project `/auth/v1`), opaque
+   UUID `sub`, `aud=authenticated`, `email`, `user_metadata` (full_name, avatar_url), `aal`, `amr`.
+   Proves the *session*, not the person/permission. Verified via Supabase **JWKS** (kid-selected).
+3. **Session Broker exchange SAT → PAT** — `POST /v1/sessions/exchange` (Bearer SAT +
+   `X-Client-Authorization` = BFF Keycloak client-creds, aud=session-broker). Broker verifies the
+   SAT, calls the MDM bridge, resolves scope from **memberships**, mints the **PAT** (~5 min).
+3b. **Workload identity (SPIFFE/mTLS)** — each meshed pod gets an X.509-SVID; OPA receives **both**
+   the user (`principal`) and the caller (`caller.spiffe_id`) — different layers, never merged.
+4. **MDM Auth-Subject Bridge** — `POST /v1/auth-subjects/resolve {issuer, subject}` → `{platform_
+   principal_id, canonical_person_id (null until VERIFIED), link_state (PENDING/VERIFIED),
+   link_version, match_method}`. Keyed on **iss+sub** (never email). Idempotent.
+5. **OPA decision** — `POST /v1/decisions` → `{decision_id, allow, reason_codes, obligations,
+   policy_version}`. Obligations = masks / row-filters / denied fields / audit level / ttl. A
+   decision, not a 50-line entitlement JWT — the PEP MUST enforce every obligation.
+6. **AppShell assembles the ACE** — combines PAT + OPA obligations + CMP consent into an App
+   Context Envelope (HttpOnly cookie): `capabilities[]` (policy-derived), `ui_obligations`
+   (hide/mask/step_up), `consent`. **No tokens, no raw PII in the browser.**
+7. **CRM renders** — applies OPA `row_filter` (SQL WHERE) + `mask_fields` + `deny_fields`
+   server-side; rows reference `canonical_person_id`, not email.
+
+## Service inventory + real endpoints
+**Identity / session (`insignia` ns):**
+- **Session Broker** `session-broker.insignia:80` — `POST /v1/sessions/exchange` (SAT→PAT).
+- **Memberships** `memberships.insignia` (public `insignia-memberships.lynkedup.cloud`) —
+  `POST /v1/internal/resolve`, `GET /v1/memberships` (Bearer PAT) → scope tuple + `allowed[]`.
+- **AppShell BFF** `appshell-bff.insignia:80` (public `insignia-appshell.lynkedup.cloud`) —
+  `GET /apps/crm-web/bootstrap` (Bearer PAT) → ACE.
+- **Profile** `profile.insignia:80` — `GET /v1/profile`, `GET /v1/stats`. Backed by **sqlite3**
+  (`/data/profiles.db`, PVC `insignia-profile-data`, WAL, persistent, single-replica RWO).
+- **CRM** `crm.insignia:80` — `GET /v1/leads?view=list` (applies obligations).
+- **Policy Gateway** `policy-gateway.insignia:80` — `POST /v1/decisions`, `POST /v1/decisions/batch`.
+
+**MDM (`sre` ns):** `mdm-kernel.sre:80` (`/v1/auth-subjects/resolve`, `/healthz`, `/readyz`; auth =
+Keycloak service token **aud=realmdm**) · `mdm-ai.sre:80` · `mdm-sas.sre:9090` (**gRPC** — tokenization/SAS).
+
+**OPA / policy (`sre` ns):** `opa.sre:8181` (`/health`, `GET /v1/data` = live policy tree;
+default-deny) · `realmdm-opa.sre:8181` · `opal-server.sre:7002` (OPAL policy distribution).
+
+**CMP (`cmp` ns), backed by Postgres + NATS + Redis:** `cmp-core:8080` (real `CheckConsent` gRPC;
+service token aud=cmp) · `cmp-admin:8086` · `cmp-evidence:8081` · `cmp-sync:8085` ·
+`cmp-tollgate:8082` (NATS JetStream gating) · `cmp-media:8083` · `cmp-worker:8084`. Plus
+`insignia-consent-edge.insignia` (`POST /edge/v1/cache-policy`) and `insignia-consent-adapter.insignia`
+(`POST /v1/consent/evaluate {purpose}` → `{permitted, legal_basis, state, consent_epoch}`).
+
+**Other (`sre` ns):** `poi-api:5000` · `roof:8002` (YOLO segmentation) · `commit:8081` ·
+`presign:8080` · `egs:8090` · `artifact-retrieval:8082` (was 503 on probe day) · `cmp-docs`.
+
+## The two contracts IIOS must match
+
+### PAT (Platform Access Token) — what IIOS should verify
+`iss = https://identity.insignia.internal` · **ES256** (EC P-256), verify via the broker **JWKS**
+(`.../.well-known/jwks.json`, kid-selected — **no shared secret**) · `aud` includes the app (e.g.
+`crm-web`) · `lifetime ~300s`. Claims:
+```
+sub = platform_principal_id        app_id      tenant_id   org_id   bu_id
+region   environment   role        aal   amr   auth_source
+external_subject_hash = sha256:…   (NOT the raw external sub)
+canonical_person_id (null until VERIFIED)
+session_epoch · policy_epoch · consent_epoch   (stale-detection)
+sid (platform_session_id) · typ = platform-access+jwt
+```
+
+### OPA decision — `POST http://policy-gateway.insignia.svc.cluster.local/v1/decisions`
+Request `{ input: { principal{platform_principal_id, canonical_person_id, auth_source, aal, roles,
+memberships[]}, caller{spiffe_id}, resource{type, id, tenant_id, classification[]}, action,
+context{purpose, device_trust, consent_receipt_ids[], network_zone, time} } }`
+Response `{ decision_id, allow, reason_codes[], obligations{ row_filter, allow_fields[], mask_fields{},
+deny_fields[], audit, decision_ttl_seconds }, policy_version }`.
+
+## What this means for wiring IIOS's ports
+1. **Auth — verify the PAT, not the Supabase SAT.** IIOS today verifies the Supabase SAT directly
+   (a dev shortcut). In the real platform the **Session Broker** does SAT→PAT; a platform workload
+   verifies the **PAT**. The PAT already carries the full scope tuple + `platform_principal_id`, so
+   `MessagePrincipal` maps ~1:1: `userId = platform_principal_id` (→ `canonical_person_id` once
+   VERIFIED), `appId = app_id`, `orgId = org_id`, `tenantId = tenant_id`, `+ buId`. Wire it by adding
+   the broker as an `AUTH_ISSUERS` entry (iss `https://identity.insignia.internal`, ES256, its JWKS).
+2. **OPA — point `OpaPort` at the Policy Gateway** (`POST /v1/decisions`). Build `{principal, caller.
+   spiffe_id, resource, action, context}` from the PAT + the op; `decideOrThrow` maps `allow` → proceed
+   and **must enforce the obligations** (masks/row-filter/deny). The gateway's input is richer than
+   IIOS's current `{action,…}` — that's the adapter's job to assemble.
+3. **MDM — usually don't call it.** The PAT already carries `platform_principal_id`/`canonical_person_id`
+   (the broker resolved at login). Only call `/v1/auth-subjects/resolve` if IIOS is the identity-exchange
+   edge (it isn't — the Broker is).
+4. **CMP — consent gate** via `insignia-consent-adapter /v1/consent/evaluate {purpose}` when processing
+   content for AI/analytics/marketing.
+5. **SAS — tokenization/masking** is `mdm-sas` (gRPC) — the "tokenize sensitive parts before storage"
+   requirement.
+
+*Source: two API payloads captured 2026-07-10 (`result.json` = probes, `journey.json` = the CRM
+first-vertical-slice journey). Re-capture from the authenticated dashboard to refresh.*

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).

package.json

@@ -7,7 +7,9 @@
     "build": "pnpm -r build",
     "typecheck": "pnpm -r typecheck",
     "test": "vitest run",
-    "boundary": "node scripts/check-import-boundary.mjs"
+    "boundary": "node scripts/check-import-boundary.mjs",
+    "release:dry": "pnpm -r build && pnpm -r publish --dry-run --no-git-checks",
+    "release": "pnpm -r build && pnpm -r publish --no-git-checks"
   },
   "devDependencies": {
     "@types/node": "^26.0.1",

packages/iios-adapter-sdk/package.json

@@ -1,15 +1,19 @@
 {
   "name": "@insignia/iios-adapter-sdk",
-  "version": "0.0.0",
+  "version": "0.1.0",
-  "private": true,
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
-  "files": ["dist"],
+  "files": [
+    "dist"
+  ],
   "scripts": {
     "build": "tsc -p tsconfig.json",
     "typecheck": "tsc -p tsconfig.json --noEmit"
   },
   "dependencies": {
     "@insignia/iios-contracts": "workspace:*"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
   }
 }

packages/iios-ai-web/package.json

@@ -1,13 +1,19 @@
 {
   "name": "@insignia/iios-ai-web",
-  "version": "0.0.0",
+  "version": "0.1.0",
-  "private": true,
   "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" } },
+  "exports": {
-  "files": ["dist"],
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js"
+    }
+  },
+  "files": [
+    "dist"
+  ],
   "scripts": {
     "build": "tsup",
     "typecheck": "tsc --noEmit"
@@ -23,5 +29,8 @@
     "react": "^19.0.0",
     "tsup": "^8.3.5",
     "typescript": "^5.7.3"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
   }
 }

packages/iios-community-web/package.json

@@ -1,13 +1,19 @@
 {
   "name": "@insignia/iios-community-web",
-  "version": "0.0.0",
+  "version": "0.1.0",
-  "private": true,
   "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" } },
+  "exports": {
-  "files": ["dist"],
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js"
+    }
+  },
+  "files": [
+    "dist"
+  ],
   "scripts": {
     "build": "tsup",
     "typecheck": "tsc --noEmit"
@@ -23,5 +29,8 @@
     "react": "^19.0.0",
     "tsup": "^8.3.5",
     "typescript": "^5.7.3"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
   }
 }

packages/iios-contracts/package.json

@@ -1,12 +1,16 @@
 {
   "name": "@insignia/iios-contracts",
-  "version": "0.0.0",
+  "version": "0.1.0",
-  "private": true,
   "main": "dist/index.js",
   "types": "dist/index.d.ts",
-  "files": ["dist"],
+  "files": [
+    "dist"
+  ],
   "scripts": {
     "build": "tsc -p tsconfig.json",
     "typecheck": "tsc -p tsconfig.json --noEmit"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
   }
 }

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-inbox-web/package.json

@@ -1,13 +1,19 @@
 {
   "name": "@insignia/iios-inbox-web",
-  "version": "0.0.0",
+  "version": "0.1.0",
-  "private": true,
   "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" } },
+  "exports": {
-  "files": ["dist"],
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js"
+    }
+  },
+  "files": [
+    "dist"
+  ],
   "scripts": {
     "build": "tsup",
     "typecheck": "tsc --noEmit"
@@ -23,5 +29,8 @@
     "react": "^19.0.0",
     "tsup": "^8.3.5",
     "typescript": "^5.7.3"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
   }
 }

packages/iios-kernel-client/package.json

@@ -1,13 +1,19 @@
 {
   "name": "@insignia/iios-kernel-client",
-  "version": "0.0.0",
+  "version": "0.1.4",
-  "private": true,
   "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" } },
+  "exports": {
-  "files": ["dist"],
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js"
+    }
+  },
+  "files": [
+    "dist"
+  ],
   "scripts": {
     "build": "tsup",
     "typecheck": "tsc --noEmit"
@@ -19,5 +25,8 @@
   "devDependencies": {
     "tsup": "^8.3.5",
     "typescript": "^5.7.3"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
   }
 }

packages/iios-kernel-client/src/message-socket.ts

@@ -8,14 +8,14 @@ export interface MessageSocketConfig {
 }
 
 /**
- * Framework-agnostic facade over the `/message` Socket.io namespace (ports the
+ * Framework-agnostic facade over the `/message` Socket.io namespace. No socket.io
- * support-sdk MessageClient). No socket.io types leak out; RPCs use emitWithAck.
+ * types leak out; RPCs use emitWithAck. It tracks EVERY joined thread and re-opens
- * On reconnect it re-opens the current thread so subscriptions resume with no
+ * all of them on reconnect (the docs' disconnect/reconnect requirement), so a UI
- * lost messages (the docs' disconnect/reconnect requirement).
+ * that watches multiple conversations keeps receiving live messages after a drop.
  */
 export class MessageSocket {
   private readonly socket: SocketLike;
-  private currentThreadId: string | null = null;
+  private readonly joined = new Set<string>();
 
   constructor(config: MessageSocketConfig, socket?: SocketLike) {
     this.socket =
@@ -26,9 +26,9 @@ export class MessageSocket {
         autoConnect: config.autoConnect ?? true,
       }) as unknown as SocketLike);
 
-    // Re-open the active thread after a reconnect.
+    // Re-subscribe to every joined thread after a reconnect.
     this.socket.on('connect', () => {
-      if (this.currentThreadId) void this.socket.emitWithAck('open_thread', { threadId: this.currentThreadId });
+      for (const id of this.joined) void this.socket.emitWithAck('open_thread', { threadId: id });
     });
   }
 
@@ -40,27 +40,70 @@ export class MessageSocket {
     this.socket.disconnect();
   }
 
+  /** Run `handler` on every (re)connect, and immediately if already connected. */
+  onConnected(handler: () => void): () => void {
+    this.socket.on('connect', handler);
+    if (this.socket.connected) handler();
+    return () => this.socket.off('connect', handler);
+  }
+
   /** Subscribe to a server event; returns an unsubscribe fn. */
   on<E extends keyof MessageEvents>(event: E, handler: MessageEvents[E]): () => void {
     const fn = handler as (...args: unknown[]) => void;
-    this.socket.on(event, fn);
+    this.socket.on(event as string, fn);
-    return () => this.socket.off(event, fn);
+    return () => this.socket.off(event as string, fn);
   }
 
-  async openThread(threadId?: string): Promise<OpenThreadResult> {
+  async openThread(
-    const result = (await this.socket.emitWithAck('open_thread', { threadId })) as OpenThreadResult;
+    threadId?: string,
-    this.currentThreadId = result.threadId;
+    opts?: { membership?: string; creatorRole?: string; subject?: string },
+  ): Promise<OpenThreadResult> {
+    // Timeout (when the transport supports it) so a server error that never acks
+    // can't hang the caller forever.
+    const ack = this.socket.timeout ? this.socket.timeout(8000) : this.socket;
+    const result = (await ack.emitWithAck('open_thread', { threadId, ...opts })) as OpenThreadResult & { error?: string };
+    if (result?.error) throw new Error(result.error);
+    this.joined.add(result.threadId);
     return result;
   }
 
-  async sendMessage(threadId: string, content: string, opts?: { contentRef?: string }): Promise<Message> {
+  async sendMessage(
+    threadId: string,
+    content: string,
+    opts?: {
+      contentRef?: string;
+      parentInteractionId?: string;
+      mentions?: string[];
+      attachment?: { contentRef: string; mimeType: string; sizeBytes: number; checksumSha256?: string };
+    },
+  ): Promise<Message> {
     return (await this.socket.emitWithAck('send_message', {
       threadId,
       content,
-      contentRef: opts?.contentRef,
+      contentRef: opts?.attachment?.contentRef ?? opts?.contentRef,
+      mimeType: opts?.attachment?.mimeType,
+      sizeBytes: opts?.attachment?.sizeBytes,
+      checksumSha256: opts?.attachment?.checksumSha256,
+      parentInteractionId: opts?.parentInteractionId,
+      mentions: opts?.mentions, // opaque userId notify-list; the app parses "@", not the kernel
     })) as Message;
   }
 
+  /** Pin a message in the thread (shared, generic annotation type "pin"). */
+  async pin(threadId: string, interactionId: string): Promise<void> {
+    await this.socket.emitWithAck('annotate', { threadId, interactionId, type: 'pin', value: '' });
+  }
+
+  /** Save a message for myself (personal, generic annotation type "save"). */
+  async save(threadId: string, interactionId: string): Promise<void> {
+    await this.socket.emitWithAck('annotate', { threadId, interactionId, type: 'save', value: '' });
+  }
+
+  /** Toggle an emoji reaction on a message (a generic annotation of type "reaction"). */
+  async react(threadId: string, interactionId: string, value: string): Promise<void> {
+    await this.socket.emitWithAck('annotate', { threadId, interactionId, type: 'reaction', value });
+  }
+
   async markRead(threadId: string, interactionId: string): Promise<{ ok: boolean }> {
     return (await this.socket.emitWithAck('read', { threadId, interactionId })) as { ok: boolean };
   }
@@ -68,4 +111,9 @@ export class MessageSocket {
   typing(threadId: string): void {
     this.socket.emit('typing', { threadId });
   }
+
+  /** Tell the server which thread is in the foreground (or null when blurred) — drives presence. */
+  focus(threadId: string | null): void {
+    this.socket.emit('focus_thread', { threadId });
+  }
 }

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

@@ -1,9 +1,16 @@
 import type { IngestInteractionRequest } from '@insignia/iios-contracts';
-import type { Message, InboxItem, InboxState, Ticket, TicketState, CallbackRequest, RouteBinding, RouteDecision, AiArtifact, AiJobResult, Meeting, MeetingActionItem } from './types';
+import type { Message, InboxItem, InboxState, Ticket, TicketState, CallbackRequest, RouteBinding, RouteDecision, AiArtifact, AiJobResult, Meeting, MeetingActionItem, ThreadSummary, SavedItem, LoginResult } from './types';
 
 export interface RestConfig {
   serviceUrl: string;
   token?: string;
+  /**
+   * Extra headers for every request — e.g. `x-context-attestation` (the July 12 trust proof).
+   * Pass a FUNCTION to mint fresh headers per request: a context attestation carries a single-use
+   * nonce, so a static header would be replay-rejected on the 2nd call. The function is invoked
+   * once per request.
+   */
+  headers?: Record<string, string> | (() => Record<string, string>);
 }
 
 /** REST/polling client for kernel reads and the native-send fallback. */
@@ -15,7 +22,8 @@ export class RestClient {
   }
 
   private headers(extra: Record<string, string> = {}): Record<string, string> {
-    const h: Record<string, string> = { 'content-type': 'application/json', ...extra };
+    const custom = typeof this.config.headers === 'function' ? this.config.headers() : this.config.headers;
+    const h: Record<string, string> = { 'content-type': 'application/json', ...custom, ...extra };
     if (this.config.token) h.authorization = `Bearer ${this.config.token}`;
     return h;
   }
@@ -57,12 +65,73 @@ export class RestClient {
     return (await r.json()) as InboxItem;
   }
 
+  // ─── auth + threads (app surface) ─────────────────────────────
+  /** Dev IdP login (POST /v1/dev/login). A real IdP issues the same JWT — this is the swap point. */
+  async login(username: string, password: string): Promise<LoginResult> {
+    const r = await fetch(this.url('/v1/dev/login'), {
+      method: 'POST',
+      headers: { 'content-type': 'application/json' },
+      body: JSON.stringify({ username, password }),
+    });
+    if (r.status === 401) throw new Error('invalid username or password');
+    if (!r.ok) throw new Error(`login failed (${r.status}) — is the service running with IIOS_DEV_TOKENS=1?`);
+    return (await r.json()) as LoginResult;
+  }
+
+  /** Dev directory: known usernames. A real app validates against its user store / MDM. */
+  async listUsers(): Promise<string[]> {
+    const r = await fetch(this.url('/v1/dev/users'), { headers: this.headers() });
+    if (!r.ok) return [];
+    return ((await r.json()) as { users: string[] }).users;
+  }
+
+  /**
+   * Server-authoritative conversation list (works cross-device, shows unread + members).
+   * `filter.metadata` narrows to threads whose opaque attribute bag matches every key/value.
+   */
+  async listThreads(filter?: { metadata?: Record<string, string> }): Promise<ThreadSummary[]> {
+    const qs = filter?.metadata
+      ? '?' + Object.entries(filter.metadata).map(([k, v]) => `metadata[${encodeURIComponent(k)}]=${encodeURIComponent(v)}`).join('&')
+      : '';
+    const r = await fetch(this.url(`/v1/threads${qs}`), { headers: this.headers() });
+    if (!r.ok) throw new Error(`listThreads ${r.status}`);
+    return (await r.json()) as ThreadSummary[];
+  }
+
+  /** Create a thread with generic app attributes (membership/creator role/subject + an opaque metadata bag). */
+  async createThread(opts: { membership?: string; creatorRole?: string; subject?: string; metadata?: Record<string, unknown> }): Promise<{ threadId: string }> {
+    return this.post<{ threadId: string }>('/v1/threads', opts);
+  }
+
+  /** 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() });
+    if (!r.ok) throw new Error(`listSaved ${r.status}`);
+    return (await r.json()) as SavedItem[];
+  }
+
+  /** Governed add-participant. A policy 403 (e.g. DM cap) surfaces its reason. */
+  async addParticipant(threadId: string, userId: string): Promise<void> {
+    const r = await fetch(this.url(`/v1/threads/${threadId}/participants`), {
+      method: 'POST',
+      headers: this.headers(),
+      body: JSON.stringify({ userId }),
+    });
+    if (r.ok) return;
+    const body = (await r.json().catch(() => ({}))) as { message?: string };
+    throw new Error(body.message ?? `could not add member (${r.status})`);
+  }
+
   // ─── support ──────────────────────────────────────────────────
-  async createTicket(body: { subject: string; priority?: string; threadId?: string }): Promise<Ticket> {
+  async createTicket(body: { subject: string; priority?: string; threadId?: string; metadata?: Record<string, unknown> }): Promise<Ticket> {
     return this.post<Ticket>('/v1/support/tickets', body);
   }
-  async escalate(threadId: string, subject?: string): Promise<Ticket> {
+  async escalate(threadId: string, subject?: string, metadata?: Record<string, unknown>): Promise<Ticket> {
-    return this.post<Ticket>('/v1/support/escalate', { threadId, subject });
+    return this.post<Ticket>('/v1/support/escalate', { threadId, subject, metadata });
+  }
+  /** Manually assign a ticket to a specific user (generic assignment override). */
+  async assignTicket(id: string, userId: string): Promise<Ticket> {
+    return this.post<Ticket>(`/v1/support/tickets/${id}/assignee`, { userId });
   }
   async listTickets(scope: 'mine' | 'assigned' = 'mine'): Promise<Ticket[]> {
     const r = await fetch(this.url(`/v1/support/tickets?scope=${scope}`), { headers: this.headers() });

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

@@ -1,10 +1,30 @@
+/** A media/file part attached to a message (contentRef points at object storage). */
+export interface Attachment {
+  contentRef: string;
+  mimeType: string;
+  sizeBytes: number;
+  kind: 'image' | 'video' | 'audio' | 'file';
+}
+
+/** A generic annotation aggregate on a message (e.g. type "reaction", value = emoji). */
+export interface AnnotationGroup {
+  type: string;
+  value: string;
+  users: string[]; // usernames who applied it
+}
+
 /** Wire shapes the kernel emits over socket / returns over REST (align with service). */
 export interface Message {
   id: string;
   threadId: string;
   senderActorId: string;
+  senderId: string; // sender's email/username — reliable "is this mine?" check
+  senderName: string;
   content: string;
   contentRef?: string;
+  attachment?: Attachment;
+  parentInteractionId?: string;
+  annotations?: AnnotationGroup[];
   traceId?: string;
   createdAt: string;
 }
@@ -26,10 +46,50 @@ export interface TypingEvent {
   userId: string;
 }
 
+/** Broadcast when someone toggles an annotation — carries the refreshed user list. */
+export interface AnnotationEvent {
+  threadId: string;
+  interactionId: string;
+  type: string;
+  value: string;
+  op: 'add' | 'remove';
+  users: string[];
+  userId: string;
+}
+
 export interface MessageEvents {
   message: (m: Message) => void;
   receipt: (e: ReceiptEvent) => void;
   typing: (e: TypingEvent) => void;
+  annotation: (e: AnnotationEvent) => void;
+}
+
+/** A "my threads" entry from GET /v1/threads (server-authoritative). */
+export interface ThreadSummary {
+  threadId: string;
+  subject: string | null;
+  membership?: string; // 'dm' | 'group' (opaque app attribute)
+  /** The thread's opaque, app-supplied attribute bag — echoed verbatim; the kernel never interprets it. */
+  metadata?: Record<string, unknown> | null;
+  participants: string[]; // member usernames
+  participantCount: number;
+  unread: number;
+  muted?: boolean;
+  lastMessage?: string;
+  lastAt?: string;
+}
+
+/** A personally-saved message with its thread context (GET /v1/threads/my-annotations?type=save). */
+export interface SavedItem {
+  message: Message;
+  threadId: string;
+  threadSubject: string | null;
+}
+
+/** Result of the dev IdP login (POST /v1/dev/login). A real IdP issues the same claims. */
+export interface LoginResult {
+  token: string;
+  userId: string;
 }
 
 export type InboxState = 'OPEN' | 'SNOOZED' | 'DONE' | 'ARCHIVED' | 'CANCELLED' | 'STALE';
@@ -68,6 +128,8 @@ export interface Ticket {
   assignedActorId?: string | null;
   createdAt: string;
   updatedAt: string;
+  /** Opaque, app-supplied attribute bag on the ticket — echoed verbatim; the kernel never interprets it. */
+  metadata?: Record<string, unknown> | null;
   threadLinks?: Array<{ threadId: string; relationKind: string }>;
 }
 
@@ -188,4 +250,8 @@ export interface SocketLike {
   emitWithAck(event: string, ...args: unknown[]): Promise<unknown>;
   connect(): unknown;
   disconnect(): unknown;
+  /** True while the underlying transport is connected (socket.io exposes this). */
+  connected?: boolean;
+  /** Per-call ack timeout (socket.io). Optional so fakes can omit it. */
+  timeout?(ms: number): { emitWithAck(event: string, ...args: unknown[]): Promise<unknown> };
 }

packages/iios-meeting-web/package.json

@@ -1,13 +1,19 @@
 {
   "name": "@insignia/iios-meeting-web",
-  "version": "0.0.0",
+  "version": "0.1.0",
-  "private": true,
   "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" } },
+  "exports": {
-  "files": ["dist"],
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js"
+    }
+  },
+  "files": [
+    "dist"
+  ],
   "scripts": {
     "build": "tsup",
     "typecheck": "tsc --noEmit"
@@ -23,5 +29,8 @@
     "react": "^19.0.0",
     "tsup": "^8.3.5",
     "typescript": "^5.7.3"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
   }
 }

packages/iios-message-web/package.json

@@ -1,13 +1,19 @@
 {
   "name": "@insignia/iios-message-web",
-  "version": "0.0.0",
+  "version": "0.1.0",
-  "private": true,
   "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" } },
+  "exports": {
-  "files": ["dist"],
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js"
+    }
+  },
+  "files": [
+    "dist"
+  ],
   "scripts": {
     "build": "tsup",
     "typecheck": "tsc --noEmit"
@@ -23,5 +29,8 @@
     "react": "^19.0.0",
     "tsup": "^8.3.5",
     "typescript": "^5.7.3"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
   }
 }

packages/iios-service/.env.example

@@ -49,3 +49,22 @@ IIOS_AI_BUDGET_UNITS=100000          # per-scope AI cost-unit budget (KG-12)
 # ── Capability providers (governed egress targets) ───────────────────────────
 # Per-channel provider endpoint the CapabilityBroker calls, e.g.:
 # IIOS_PROVIDER_URL_EMAIL=https://provider.internal/email
+
+# ── Context attestation (July 12 trust layer) ──
+# Audience IIOS requires on attestations addressed to it.
+IIOS_ATTESTATION_AUDIENCE=iios-core
+# Dev only: shared HS256 secret AppShell's stand-in signs attestations with (seeds the
+# appshell-crm client into the registry when IIOS_DEV_TOKENS=1).
+# IIOS_ATTESTATION_DEV_SECRET=appshell-dev-signing-key
+# 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",
@@ -24,12 +25,16 @@
     "class-transformer": "^0.5.1",
     "class-validator": "^0.15.1",
     "dotenv": "^16.4.7",
+    "handlebars": "^4.7.9",
     "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",
-    "socket.io": "^4.8.3"
+    "socket.io": "^4.8.3",
+    "web-push": "^3.6.7"
   },
   "devDependencies": {
     "@insignia/iios-testkit": "workspace:*",
@@ -38,6 +43,8 @@
     "@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/20260706182400_add_interaction_annotations/migration.sql

@@ -0,0 +1,27 @@
+-- CreateTable
+CREATE TABLE "IiosInteractionAnnotation" (
+    "id" TEXT NOT NULL,
+    "scopeId" TEXT NOT NULL,
+    "targetInteractionId" TEXT NOT NULL,
+    "actorId" TEXT NOT NULL,
+    "annotationType" TEXT NOT NULL,
+    "value" TEXT NOT NULL,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "IiosInteractionAnnotation_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE INDEX "IiosInteractionAnnotation_targetInteractionId_idx" ON "IiosInteractionAnnotation"("targetInteractionId");
+
+-- CreateIndex
+CREATE UNIQUE INDEX "IiosInteractionAnnotation_scopeId_targetInteractionId_actor_key" ON "IiosInteractionAnnotation"("scopeId", "targetInteractionId", "actorId", "annotationType", "value");
+
+-- AddForeignKey
+ALTER TABLE "IiosInteractionAnnotation" ADD CONSTRAINT "IiosInteractionAnnotation_scopeId_fkey" FOREIGN KEY ("scopeId") REFERENCES "IiosScope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "IiosInteractionAnnotation" ADD CONSTRAINT "IiosInteractionAnnotation_targetInteractionId_fkey" FOREIGN KEY ("targetInteractionId") REFERENCES "IiosInteraction"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "IiosInteractionAnnotation" ADD CONSTRAINT "IiosInteractionAnnotation_actorId_fkey" FOREIGN KEY ("actorId") REFERENCES "IiosActorRef"("id") ON DELETE RESTRICT ON UPDATE CASCADE;

packages/iios-service/prisma/migrations/20260706194823_add_mention_inbox_kind/migration.sql

@@ -0,0 +1,2 @@
+-- AlterEnum
+ALTER TYPE "IiosInboxItemKind" ADD VALUE 'MENTION';

packages/iios-service/prisma/migrations/20260709133349_add_notifications/migration.sql

@@ -0,0 +1,30 @@
+-- AlterTable
+ALTER TABLE "IiosThreadParticipant" ADD COLUMN     "muted" BOOLEAN NOT NULL DEFAULT false;
+
+-- CreateTable
+CREATE TABLE "IiosNotificationSubscription" (
+    "id" TEXT NOT NULL,
+    "scopeId" TEXT NOT NULL,
+    "actorId" TEXT NOT NULL,
+    "kind" TEXT NOT NULL DEFAULT 'webpush',
+    "endpoint" TEXT NOT NULL,
+    "p256dh" TEXT NOT NULL,
+    "auth" TEXT NOT NULL,
+    "userAgent" TEXT,
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "lastSeenAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+
+    CONSTRAINT "IiosNotificationSubscription_pkey" PRIMARY KEY ("id")
+);
+
+-- CreateIndex
+CREATE UNIQUE INDEX "IiosNotificationSubscription_endpoint_key" ON "IiosNotificationSubscription"("endpoint");
+
+-- CreateIndex
+CREATE INDEX "IiosNotificationSubscription_actorId_idx" ON "IiosNotificationSubscription"("actorId");
+
+-- AddForeignKey
+ALTER TABLE "IiosNotificationSubscription" ADD CONSTRAINT "IiosNotificationSubscription_scopeId_fkey" FOREIGN KEY ("scopeId") REFERENCES "IiosScope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- AddForeignKey
+ALTER TABLE "IiosNotificationSubscription" ADD CONSTRAINT "IiosNotificationSubscription_actorId_fkey" FOREIGN KEY ("actorId") REFERENCES "IiosActorRef"("id") ON DELETE RESTRICT ON UPDATE CASCADE;

packages/iios-service/prisma/migrations/20260713200417_add_context_attestation/migration.sql

@@ -0,0 +1,24 @@
+-- Trust plane (July 12): context attestation client registry + nonce replay ledger.
+CREATE TABLE "IiosClientRegistry" (
+    "clientId" TEXT NOT NULL,
+    "clientType" TEXT NOT NULL,
+    "ownerService" TEXT,
+    "allowedAppIds" TEXT[] NOT NULL DEFAULT ARRAY[]::TEXT[],
+    "attestSecret" TEXT,
+    "jwksUri" TEXT,
+    "spiffeId" TEXT,
+    "status" TEXT NOT NULL DEFAULT 'ACTIVE',
+    "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    "updatedAt" TIMESTAMP(3) NOT NULL,
+    CONSTRAINT "IiosClientRegistry_pkey" PRIMARY KEY ("clientId")
+);
+
+CREATE TABLE "IiosAttestationNonce" (
+    "nonce" TEXT NOT NULL,
+    "clientId" TEXT NOT NULL,
+    "expiresAt" TIMESTAMP(3) NOT NULL,
+    "firstSeenAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+    CONSTRAINT "IiosAttestationNonce_pkey" PRIMARY KEY ("nonce")
+);
+
+CREATE INDEX "IiosAttestationNonce_expiresAt_idx" ON "IiosAttestationNonce"("expiresAt");

packages/iios-service/prisma/migrations/20260718100000_add_message_template/migration.sql

@@ -0,0 +1,39 @@
+-- Reusable message templates (email/SMS/in-app). DB is runtime truth; platform defaults seeded
+-- from repo files on boot. Versions are immutable (a change = a new higher version).
+CREATE TYPE "IiosTemplateChannel" AS ENUM ('EMAIL', 'SMS', 'INTERNAL');
+
+CREATE TABLE "IiosMessageTemplate" (
+  "id"        TEXT NOT NULL,
+  "scopeId"   TEXT,
+  "key"       TEXT NOT NULL,
+  "channel"   "IiosTemplateChannel" NOT NULL,
+  "locale"    TEXT NOT NULL DEFAULT 'en',
+  "version"   INTEGER NOT NULL DEFAULT 1,
+  "subject"   TEXT,
+  "bodyHtml"  TEXT,
+  "bodyText"  TEXT,
+  "variables" JSONB,
+  "active"    BOOLEAN NOT NULL DEFAULT true,
+  "createdAt" TIMESTAMP(3) NOT NULL DEFAULT CURRENT_TIMESTAMP,
+  "updatedAt" TIMESTAMP(3) NOT NULL,
+  CONSTRAINT "IiosMessageTemplate_pkey" PRIMARY KEY ("id")
+);
+
+ALTER TABLE "IiosMessageTemplate"
+  ADD CONSTRAINT "IiosMessageTemplate_scopeId_fkey"
+  FOREIGN KEY ("scopeId") REFERENCES "IiosScope"("id") ON DELETE CASCADE ON UPDATE CASCADE;
+
+-- Uniqueness for SCOPED rows (scopeId NOT NULL).
+CREATE UNIQUE INDEX "IiosMessageTemplate_scopeId_key_channel_locale_version_key"
+  ON "IiosMessageTemplate" ("scopeId", "key", "channel", "locale", "version");
+
+-- Uniqueness for GLOBAL rows (scopeId IS NULL). Postgres treats NULL as distinct under a normal
+-- UNIQUE, so the constraint above does NOT stop two platform defaults for the same key — this
+-- partial index does. (Same footgun handled in the inbox idempotency migration.)
+CREATE UNIQUE INDEX "IiosMessageTemplate_global_key"
+  ON "IiosMessageTemplate" ("key", "channel", "locale", "version")
+  WHERE "scopeId" IS NULL;
+
+-- Resolution lookup: by key/channel/locale among active rows.
+CREATE INDEX "IiosMessageTemplate_key_channel_locale_active_idx"
+  ON "IiosMessageTemplate" ("key", "channel", "locale", "active");

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/schema.prisma

@@ -79,6 +79,7 @@ enum IiosInboxItemKind {
   NEEDS_REPLY
   NEEDS_REVIEW
   NEEDS_APPROVAL
+  MENTION
   SUPPORT_UPDATE
   MEETING_FOLLOWUP
   DIGEST
@@ -95,6 +96,12 @@ enum IiosInboxState {
   STALE
 }
 
+enum IiosTemplateChannel {
+  EMAIL
+  SMS
+  INTERNAL
+}
+
 enum IiosTicketState {
   NEW
   OPEN
@@ -303,10 +310,13 @@ model IiosScope {
   channels      IiosChannel[]
   threads       IiosThread[]
   interactions  IiosInteraction[]
+  annotations   IiosInteractionAnnotation[]
   inboxItems    IiosInboxItem[]
   supportQueues IiosSupportQueue[]
   tickets       IiosTicket[]
   callbacks     IiosCallbackRequest[]
+  notificationSubscriptions IiosNotificationSubscription[]
+  messageTemplates IiosMessageTemplate[]
 
   @@index([orgId, appId, tenantId])
 }
@@ -348,6 +358,7 @@ model IiosActorRef {
   threadsCreated     IiosThread[]            @relation("ThreadCreatedBy")
   participations     IiosThreadParticipant[]
   interactions       IiosInteraction[]
+  annotations        IiosInteractionAnnotation[]
   receipts           IiosMessageReceipt[]
   unreadCounters     IiosUnreadCounter[]
   inboxItemsOwned    IiosInboxItem[]
@@ -355,6 +366,7 @@ model IiosActorRef {
   ticketsRequested   IiosTicket[]            @relation("TicketRequester")
   ticketsAssigned    IiosTicket[]            @relation("TicketAssignee")
   callbacksRequested IiosCallbackRequest[]
+  notificationSubscriptions IiosNotificationSubscription[]
 }
 
 /// A configured channel surface (PORTAL in P1).
@@ -409,12 +421,32 @@ model IiosThreadParticipant {
   actorId         String
   actor           IiosActorRef @relation(fields: [actorId], references: [id])
   participantRole String       @default("MEMBER")
+  muted           Boolean      @default(false)
   joinedAt        DateTime     @default(now())
   leftAt          DateTime?
 
   @@id([threadId, actorId])
 }
 
+/// A device/browser push subscription for an actor (Web Push endpoint + keys).
+/// The notification engine delivers to these when the actor is absent.
+model IiosNotificationSubscription {
+  id         String       @id @default(cuid())
+  scopeId    String
+  scope      IiosScope    @relation(fields: [scopeId], references: [id], onDelete: Cascade)
+  actorId    String
+  actor      IiosActorRef @relation(fields: [actorId], references: [id])
+  kind       String       @default("webpush")
+  endpoint   String       @unique
+  p256dh     String
+  auth       String
+  userAgent  String?
+  createdAt  DateTime     @default(now())
+  lastSeenAt DateTime     @default(now())
+
+  @@index([actorId])
+}
+
 /// The semantic envelope. Idempotent per (scope, idempotencyKey).
 model IiosInteraction {
   id                  String              @id @default(cuid())
@@ -444,6 +476,7 @@ model IiosInteraction {
 
   parts             IiosMessagePart[]
   receipts          IiosMessageReceipt[]
+  annotations       IiosInteractionAnnotation[]
   inboxItems        IiosInboxItem[]
   ticketsCreatedFrom IiosTicket[]
 
@@ -451,6 +484,26 @@ model IiosInteraction {
   @@index([threadId, occurredAt])
 }
 
+/// A generic annotation an actor attaches to an interaction. Both `annotationType`
+/// and `value` are OPAQUE, app-supplied strings the kernel stores and aggregates
+/// but never interprets — e.g. the chat app writes type "reaction" / value "👍".
+/// The same primitive backs pins, saves, flags, tags later. No chat vocabulary here.
+model IiosInteractionAnnotation {
+  id                  String          @id @default(cuid())
+  scopeId             String
+  scope               IiosScope       @relation(fields: [scopeId], references: [id], onDelete: Cascade)
+  targetInteractionId String
+  target              IiosInteraction @relation(fields: [targetInteractionId], references: [id], onDelete: Cascade)
+  actorId             String
+  actor               IiosActorRef    @relation(fields: [actorId], references: [id])
+  annotationType      String
+  value               String
+  createdAt           DateTime        @default(now())
+
+  @@unique([scopeId, targetInteractionId, actorId, annotationType, value])
+  @@index([targetInteractionId])
+}
+
 model IiosMessagePart {
   id             String              @id @default(cuid())
   interactionId  String
@@ -631,6 +684,33 @@ model IiosInboxItem {
   @@index([ownerActorId, state, priority])
 }
 
+/// A reusable message template (email/SMS/in-app). DB is runtime truth; platform defaults are
+/// seeded from repo files on boot. Versions are immutable — a change writes a new (higher) version,
+/// never edits in place, so a rendered send can always be traced to the exact source it used.
+/// scopeId NULL = a platform default; set = a tenant scope's override of the same key. Resolution
+/// prefers the scoped row, else the global default. (The global-uniqueness of NULL-scope rows is
+/// enforced by a partial unique index added in the migration — Postgres treats NULL as distinct.)
+model IiosMessageTemplate {
+  id        String              @id @default(cuid())
+  scopeId   String?
+  scope     IiosScope?          @relation(fields: [scopeId], references: [id], onDelete: Cascade)
+  key       String
+  channel   IiosTemplateChannel
+  locale    String              @default("en")
+  version   Int                 @default(1)
+  subject   String?
+  bodyHtml  String?
+  bodyText  String?
+  /// Declared variable names — render throws if a declared var is missing (fail loud).
+  variables Json?
+  active    Boolean             @default(true)
+  createdAt DateTime            @default(now())
+  updatedAt DateTime            @updatedAt
+
+  @@unique([scopeId, key, channel, locale, version])
+  @@index([key, channel, locale, active])
+}
+
 /// Audit trail of inbox-item state transitions.
 model IiosInboxItemStateHistory {
   id          String          @id @default(cuid())
@@ -788,6 +868,11 @@ 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[]
@@ -1275,3 +1360,31 @@ model IiosDlqItem {
   @@unique([consumerName, sourceId])
   @@index([scopeId, status])
 }
+
+// ─── Trust plane (July 12) — context attestation ──────────────────
+// Registered clients/BFFs/adapters allowed to call IIOS and attest context on
+// behalf of an app. A valid actor token is NOT enough; the caller must present a
+// context attestation signed by one of these registered clients.
+model IiosClientRegistry {
+  clientId      String   @id
+  clientType    String   // APPSHELL | SUPPORT_BFF | ADAPTER | CALENDAR | SERVICE
+  ownerService  String?
+  allowedAppIds String[] // which app_ids this client may attest for
+  attestSecret  String?  // dev: shared HS256 signing key (AppShell's key stand-in)
+  jwksUri       String?  // prod: verify the attestation signature via JWKS
+  spiffeId      String?  // prod: workload identity for mTLS proof
+  status        String   @default("ACTIVE") // ACTIVE | DISABLED
+  createdAt     DateTime @default(now())
+  updatedAt     DateTime @updatedAt
+}
+
+// Single-use nonce ledger: once a context attestation's nonce is seen it can
+// never be replayed. Reserve-if-absent (unique PK) makes the check atomic.
+model IiosAttestationNonce {
+  nonce       String   @id
+  clientId    String
+  expiresAt   DateTime
+  firstSeenAt DateTime @default(now())
+
+  @@index([expiresAt])
+}

packages/iios-service/scripts/smoke-membership.mjs

@@ -0,0 +1,61 @@
+// v1.1 smoke: dev IdP login, policy-enforced DM cap / group membership, listThreads,
+// and threaded replies — all over REST. Requires the service with IIOS_DEV_TOKENS=1.
+import 'dotenv/config';
+
+const SERVICE = process.env.SMOKE_URL ?? 'http://localhost:3200';
+const assert = (c, m) => { if (!c) { console.error('✗', m); process.exit(1); } console.log('✓', m); };
+
+async function login(username, password) {
+  const r = await fetch(`${SERVICE}/v1/dev/login`, {
+    method: 'POST', headers: { 'content-type': 'application/json' },
+    body: JSON.stringify({ username, password }),
+  });
+  return { status: r.status, body: r.ok ? await r.json() : null };
+}
+function call(token, path, method = 'GET', body) {
+  return fetch(`${SERVICE}${path}`, {
+    method,
+    headers: { 'content-type': 'application/json', authorization: `Bearer ${token}` },
+    body: body ? JSON.stringify(body) : undefined,
+  });
+}
+async function json(token, path, method = 'GET', body) {
+  const r = await call(token, path, method, body);
+  if (!r.ok) throw new Error(`${method} ${path} ${r.status}: ${await r.text()}`);
+  return r.json();
+}
+
+// 1) dev IdP: correct password issues a token; wrong password is rejected.
+const ok = await login('alice', 'alice');
+assert(ok.body?.token, 'dev IdP: alice logs in with password');
+const bad = await login('alice', 'nope');
+assert(bad.status === 401, 'dev IdP: wrong password → 401');
+const alice = ok.body.token;
+
+// 2) DM is capped at two (policy).
+const dm = await json(alice, '/v1/threads', 'POST', { membership: 'dm' });
+assert(dm.threadId, `alice created a DM (${dm.threadId})`);
+const add2 = await json(alice, `/v1/threads/${dm.threadId}/participants`, 'POST', { userId: 'bob' });
+assert(add2.participantCount === 2, 'added bob → 2 participants');
+const add3 = await call(alice, `/v1/threads/${dm.threadId}/participants`, 'POST', { userId: 'carol' });
+assert(add3.status === 403, `adding a 3rd to a DM → 403 policy denied (${add3.status})`);
+
+// 3) group: creator (ADMIN) can add several.
+const grp = await json(alice, '/v1/threads', 'POST', { membership: 'group', creatorRole: 'ADMIN' });
+await json(alice, `/v1/threads/${grp.threadId}/participants`, 'POST', { userId: 'bob' });
+const g3 = await json(alice, `/v1/threads/${grp.threadId}/participants`, 'POST', { userId: 'carol' });
+assert(g3.participantCount === 3, 'group admin added bob + carol → 3 participants');
+
+// 4) threaded reply round-trips.
+const first = await json(alice, `/v1/threads/${grp.threadId}/messages`, 'POST', { content: 'question?' });
+const reply = await json(alice, `/v1/threads/${grp.threadId}/messages`, 'POST', { content: 'answer', parentInteractionId: first.id });
+assert(reply.parentInteractionId === first.id, 'a reply carries parentInteractionId');
+
+// 5) listThreads shows the caller's threads with membership + last message.
+const mine = await json(alice, '/v1/threads');
+const g = mine.find((t) => t.threadId === grp.threadId);
+assert(g && g.membership === 'group' && g.participantCount === 3, 'GET /v1/threads lists the group with membership + count');
+assert(g.lastMessage === 'answer', 'thread summary carries the last message');
+
+console.log('\nv1.1 membership + replies smoke: PASS');
+process.exit(0);

packages/iios-service/scripts/smoke-realtime-cluster.mjs

@@ -29,10 +29,12 @@ try {
   await Promise.all([once(alice, 'connect'), once(bob, 'connect')]);
   assert(true, `Alice connected to A (${A_URL}), Bob to B (${B_URL})`);
 
-  // Alice opens a thread on instance A; Bob joins the SAME thread on instance B.
+  // Alice opens a thread on instance A; membership is governed so Alice ADDS Bob, who
+  // then opens the SAME thread on instance B.
   const opened = await alice.emitWithAck('open_thread', {});
   const threadId = opened.threadId;
   assert(!!threadId, `Alice opened thread ${threadId} on instance A`);
+  await alice.emitWithAck('add_participant', { threadId, userId: 'bob-cluster' });
   await bob.emitWithAck('open_thread', { threadId });
   assert(true, 'Bob joined the same thread on instance B');
 

packages/iios-service/scripts/smoke-realtime.mjs

@@ -44,10 +44,11 @@ const alice = connect('alice');
 const bob = connect('bob');
 
 try {
-  // Alice creates a thread; Bob joins it.
+  // Alice creates a thread; membership is governed, so Alice ADDS Bob (he can't self-join).
   const opened = await alice.emitWithAck('open_thread', {});
   const threadId = opened.threadId;
   assert(!!threadId, `Alice created thread ${threadId}`);
+  await alice.emitWithAck('add_participant', { threadId, userId: 'bob' });
   await bob.emitWithAck('open_thread', { threadId });
 
   // Alice sends; Bob should receive it live.

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

@@ -1,6 +1,7 @@
 import { Module } from '@nestjs/common';
 import { PrismaModule } from './prisma/prisma.module';
 import { PlatformModule } from './platform/platform.module';
+import { AttestationModule } from './platform/attestation.module';
 import { IdentityModule } from './identity/identity.module';
 import { InteractionsModule } from './interactions/interactions.module';
 import { IdempotencyModule } from './idempotency/idempotency.module';
@@ -9,6 +10,10 @@ 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';
 import { AdaptersModule } from './adapters/adapters.module';
 import { RoutingModule } from './routing/routing.module';
@@ -25,6 +30,7 @@ import { DevController } from './dev/dev.controller';
   imports: [
     PrismaModule,
     PlatformModule,
+    AttestationModule,
     IdentityModule,
     InteractionsModule,
     IdempotencyModule,
@@ -33,6 +39,10 @@ import { DevController } from './dev/dev.controller';
     ThreadsModule,
     MessageModule,
     InboxModule,
+    TemplateModule,
+    MailModule,
+    MediaModule,
+    NotificationModule,
     SupportModule,
     AdaptersModule,
     RoutingModule,

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

@@ -1,4 +1,5 @@
 import { Module } from '@nestjs/common';
+import { MediaModule } from '../media/media.module';
 import { CapabilityProviderRegistry } from './capability.registry';
 import { CapabilityBroker } from './capability.broker';
 
@@ -8,6 +9,7 @@ import { CapabilityBroker } from './capability.broker';
  * provider. PLATFORM_PORTS (for the opa gate) comes from the @Global PlatformModule.
  */
 @Module({
+  imports: [MediaModule],
   providers: [CapabilityProviderRegistry, CapabilityBroker],
   exports: [CapabilityBroker, CapabilityProviderRegistry],
 })

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 +1,27 @@
-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 { 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) {
     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 +29,13 @@ 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));
+    }
   }
 
   register(provider: CapabilityProvider): void {

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/dev/dev.controller.ts

@@ -1,5 +1,5 @@
 import { randomUUID } from 'node:crypto';
-import { BadRequestException, Body, Controller, ForbiddenException, Headers, Param, Post } from '@nestjs/common';
+import { BadRequestException, Body, Controller, ForbiddenException, Get, Headers, Param, Post, UnauthorizedException } from '@nestjs/common';
 import jwt from 'jsonwebtoken';
 import { IIOS_EVENTS } from '@insignia/iios-contracts';
 import { hmacSign } from '@insignia/iios-adapter-sdk';
@@ -27,20 +27,58 @@ export class DevController {
   @Post('token')
   token(@Body() body: { appId: string; userId: string; name?: string; orgId?: string }): { token: string } {
     this.assertDev();
+    return { token: this.signToken(body.appId, body.userId, body.name, body.orgId) };
+  }
+
+  /**
+   * Dev IdP: a credentialed login that mints the SAME JWT claims a real IdP / Session
+   * Broker would issue (sub/name/appId/orgId). Credentials come from DEV_USERS (JSON
+   * `{username: password}`; defaults to a few demo users). SessionVerifier is the stable
+   * verify seam — swapping in a real IdP means issuing these same claims, nothing else.
+   */
+  @Post('login')
+  login(@Body() body: { username: string; password: string; appId?: string }): { token: string; userId: string } {
+    this.assertDev();
+    const appId = body.appId ?? 'portal-demo';
+    let users: Record<string, string>;
+    try {
+      users = JSON.parse(process.env.DEV_USERS ?? '{"alice":"alice","bob":"bob","carol":"carol"}');
+    } catch {
+      users = {};
+    }
+    const expected = users[body.username];
+    if (expected === undefined || expected !== body.password) throw new UnauthorizedException('invalid username or password');
+    return { token: this.signToken(appId, body.username, body.username), userId: body.username };
+  }
+
+  /** Dev directory: the known dev usernames (from DEV_USERS). A real app validates
+   *  add-by-username against its user store / the MDM port; this stands in for it. */
+  @Get('users')
+  users(): { users: string[] } {
+    this.assertDev();
+    let map: Record<string, string>;
+    try {
+      map = JSON.parse(process.env.DEV_USERS ?? '{"alice":"alice","bob":"bob","carol":"carol"}');
+    } catch {
+      map = {};
+    }
+    return { users: Object.keys(map) };
+  }
+
+  private signToken(appId: string, userId: string, name?: string, orgId?: string): string {
     let secrets: Record<string, string>;
     try {
       secrets = JSON.parse(process.env.APP_SECRETS ?? '{}');
     } catch {
       secrets = {};
     }
-    const secret = secrets[body.appId];
+    const secret = secrets[appId];
-    if (!secret) throw new BadRequestException(`unknown app: ${body.appId}`);
+    if (!secret) throw new BadRequestException(`unknown app: ${appId}`);
-    const token = jwt.sign(
+    return jwt.sign(
-      { sub: body.userId, name: body.name ?? body.userId, appId: body.appId, orgId: body.orgId ?? `org_${body.appId}` },
+      { sub: userId, name: name ?? userId, appId, orgId: orgId ?? `org_${appId}` },
       secret,
       { algorithm: 'HS256', expiresIn: '2h' },
     );
-    return { token };
   }
 
   /** Server signs a sample provider payload and feeds it to the inbound pipeline. */

packages/iios-service/src/identity/actor.resolver.ts

@@ -8,6 +8,9 @@ export interface MessagePrincipal {
   appId: string;
   tenantId?: string;
   displayName?: string;
+  /** The token's audience (`aud`). Used to enforce realtime delegation: a socket-scoped
+   *  token (`iios-message`) must not be a full REST/actor token (`iios-core`), and vice-versa. */
+  audience?: string;
 }
 
 /**
@@ -68,10 +71,10 @@ export class ActorResolver {
     );
   }
 
-  async ensureParticipant(threadId: string, actorId: string): Promise<void> {
+  async ensureParticipant(threadId: string, actorId: string, participantRole = 'MEMBER'): Promise<void> {
     await this.prisma.iiosThreadParticipant.upsert({
       where: { threadId_actorId: { threadId, actorId } },
-      create: { threadId, actorId },
+      create: { threadId, actorId, participantRole },
       update: {},
     });
   }

packages/iios-service/src/inbox/inbox.projector.ts

@@ -10,6 +10,7 @@ interface MessageSentData {
   interactionId: string;
   threadId: string;
   senderActorId: string;
+  mentions?: string[]; // opaque app notify-list (userIds); the kernel never parses "@"
 }
 interface MessageReadData {
   threadId: string;
@@ -57,6 +58,60 @@ export class InboxProjector implements OnModuleInit {
       if (p.actorId === data.senderActorId) continue;
       await this.upsertNeedsReply(thread.scopeId, p.actorId, data.threadId, data.interactionId, traceId, thread.subject);
     }
+
+    // Targeted mention notifications from the app-supplied opaque notify-list.
+    const mentions = data.mentions ?? [];
+    if (mentions.length > 0) {
+      const src = await this.prisma.iiosInteraction.findUnique({
+        where: { id: data.interactionId },
+        include: { parts: { where: { kind: 'TEXT' }, take: 1 }, actor: { include: { sourceHandle: true } } },
+      });
+      const senderName = src?.actor?.sourceHandle?.externalId ?? 'Someone';
+      const text = src?.parts[0]?.bodyText ?? undefined;
+      for (const userId of mentions) {
+        await this.createMention(thread.scopeId, userId, data.threadId, data.interactionId, data.senderActorId, senderName, text, traceId);
+      }
+    }
+  }
+
+  /** One MENTION item per (owner, source message) for a mentioned participant (never the sender). */
+  private async createMention(
+    scopeId: string,
+    userId: string,
+    threadId: string,
+    sourceInteractionId: string,
+    senderActorId: string,
+    senderName: string,
+    summary: string | undefined,
+    traceId: string | undefined,
+  ): Promise<void> {
+    const handle = await this.prisma.iiosSourceHandle.findUnique({
+      where: { scopeId_kind_externalId: { scopeId, kind: 'PORTAL_USER', externalId: userId } },
+    });
+    if (!handle) return;
+    const actor = await this.prisma.iiosActorRef.findFirst({ where: { sourceHandleId: handle.id } });
+    if (!actor || actor.id === senderActorId) return; // resolvable, and never notify the sender
+    const isMember = await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: actor.id } } });
+    if (!isMember) return; // only thread participants get mention items
+    const existing = await this.prisma.iiosInboxItem.findFirst({ where: { ownerActorId: actor.id, sourceInteractionId, kind: 'MENTION' } });
+    if (existing) return; // idempotent per source message
+
+    const item = await this.prisma.iiosInboxItem.create({
+      data: {
+        scopeId,
+        ownerActorId: actor.id,
+        kind: 'MENTION',
+        title: `${senderName} mentioned you`,
+        summary,
+        priority: 'HIGH',
+        threadId,
+        sourceInteractionId,
+        traceId,
+      },
+    });
+    await this.prisma.iiosInboxItemStateHistory.create({
+      data: { inboxItemId: item.id, toState: 'OPEN', reasonCode: 'mentioned' },
+    });
   }
 
   async onMessageRead(event: CloudEvent): Promise<void> {
@@ -67,21 +122,24 @@ export class InboxProjector implements OnModuleInit {
 
   private async applyMessageRead(event: CloudEvent): Promise<void> {
     const data = event.data as MessageReadData;
-    const item = await this.prisma.iiosInboxItem.findFirst({
+    // Reading the thread clears the reader's activity AND mention items for it.
+    const items = await this.prisma.iiosInboxItem.findMany({
       where: {
         threadId: data.threadId,
         ownerActorId: data.actorId,
-        kind: 'NEEDS_REPLY',
+        kind: { in: ['NEEDS_REPLY', 'MENTION'] },
         state: { in: ['OPEN', 'SNOOZED'] },
       },
     });
-    if (!item) return;
+    if (items.length === 0) return;
-    await this.prisma.$transaction([
+    await this.prisma.$transaction(
+      items.flatMap((item) => [
         this.prisma.iiosInboxItem.update({ where: { id: item.id }, data: { state: 'DONE' } }),
         this.prisma.iiosInboxItemStateHistory.create({
           data: { inboxItemId: item.id, fromState: item.state, toState: 'DONE', reasonCode: 'message_read' },
         }),
-    ]);
+      ]),
+    );
   }
 
   private async upsertNeedsReply(

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

@@ -88,6 +88,38 @@ describe('InboxProjector (P3 work surface)', () => {
     expect(await itemsFor('bob')).toHaveLength(1);
   });
 
+  it('message.sent with mentions → a MENTION item for the mentioned participant only', async () => {
+    const m = ms();
+    const { threadId } = await m.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
+    await m.addParticipant(threadId, alice, 'bob');
+    await m.addParticipant(threadId, alice, 'carol');
+    await m.send(threadId, alice, { content: 'hey @bob look' }, 'k1', undefined, undefined, ['bob']);
+
+    await projector().onMessageSent((await eventsOf(IIOS_EVENTS.messageSent))[0]!);
+
+    const bobMentions = (await itemsFor('bob')).filter((i) => i.kind === 'MENTION');
+    expect(bobMentions).toHaveLength(1);
+    expect(bobMentions[0]?.state).toBe('OPEN');
+    expect(bobMentions[0]?.sourceInteractionId).toBeTruthy();
+    expect((await itemsFor('carol')).filter((i) => i.kind === 'MENTION')).toHaveLength(0); // not mentioned
+    expect((await itemsFor('alice')).filter((i) => i.kind === 'MENTION')).toHaveLength(0); // never the sender
+  });
+
+  it('reading the thread resolves the reader’s MENTION item to DONE', async () => {
+    const m = ms();
+    const { threadId } = await m.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
+    await m.addParticipant(threadId, alice, 'bob');
+    const sent = await m.send(threadId, alice, { content: '@bob ping' }, 'k1', undefined, undefined, ['bob']);
+
+    const proj = projector();
+    await proj.onMessageSent((await eventsOf(IIOS_EVENTS.messageSent))[0]!);
+    expect((await itemsFor('bob')).filter((i) => i.kind === 'MENTION')[0]?.state).toBe('OPEN');
+
+    await m.markRead(threadId, bob, sent.id);
+    await proj.onMessageRead((await eventsOf(IIOS_EVENTS.messageRead))[0]!);
+    expect((await itemsFor('bob')).filter((i) => i.kind === 'MENTION')[0]?.state).toBe('DONE');
+  });
+
   it('message.read → the recipient item goes DONE', async () => {
     const m = ms();
     const { threadId } = await m.openThread(null, alice);

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/main.ts

@@ -5,13 +5,19 @@ import { ValidationPipe } from '@nestjs/common';
 import { AppModule } from './app.module';
 import { traceMiddleware } from './observability/trace.middleware';
 import { RedisIoAdapter } from './realtime/redis-io.adapter';
+import { PolicyDeniedFilter } from './platform/policy-denied.filter';
 
 async function bootstrap(): Promise<void> {
   const app = await NestFactory.create(AppModule, { rawBody: true });
+  // Express 5 defaults to the 'simple' query parser, which ignores nested params like
+  // ?metadata[key]=value — so generic metadata filters would be silently dropped. Use the
+  // qs-based 'extended' parser so those parse into a nested object.
+  app.getHttpAdapter().getInstance().set('query parser', 'extended');
   app.use(traceMiddleware); // request-scoped trace context + x-trace-id header (P9)
   app.useGlobalPipes(
     new ValidationPipe({ whitelist: true, forbidNonWhitelisted: true, transform: true }),
   );
+  app.useGlobalFilters(new PolicyDeniedFilter()); // fail-closed policy denials → 403
   app.enableCors({ origin: true, credentials: true });
 
   // Multi-replica realtime: fan socket.io room emits across instances via Redis.

packages/iios-service/src/media/local-disk.storage.ts

@@ -0,0 +1,49 @@
+import { createHash } from 'node:crypto';
+import { promises as fs } from 'node:fs';
+import * as os from 'node:os';
+import * as path from 'node:path';
+import { Injectable } from '@nestjs/common';
+import type { StoragePort } from './storage.port';
+
+/**
+ * Dev storage: bytes on local disk under MEDIA_DIR, with a sidecar `.meta.json`
+ * holding the mime/size/checksum. Object keys may contain a scope subdirectory.
+ * A drop-in for an S3/Supabase adapter in prod.
+ */
+@Injectable()
+export class LocalDiskStorage implements StoragePort {
+  private readonly root = process.env.MEDIA_DIR?.trim() || path.join(os.tmpdir(), 'iios-media');
+
+  private full(objectKey: string): string {
+    // Prevent path traversal: keep everything under root.
+    const p = path.normalize(path.join(this.root, objectKey));
+    if (!p.startsWith(path.normalize(this.root))) throw new Error('invalid object key');
+    return p;
+  }
+
+  async put(objectKey: string, data: Buffer, mime: string): Promise<{ sizeBytes: number; checksumSha256: string }> {
+    const file = this.full(objectKey);
+    await fs.mkdir(path.dirname(file), { recursive: true });
+    const checksumSha256 = createHash('sha256').update(data).digest('hex');
+    await fs.writeFile(file, data);
+    await fs.writeFile(`${file}.meta.json`, JSON.stringify({ mime, sizeBytes: data.length, checksumSha256 }));
+    return { sizeBytes: data.length, checksumSha256 };
+  }
+
+  async get(objectKey: string): Promise<{ data: Buffer; mime: string; sizeBytes: number } | null> {
+    const file = this.full(objectKey);
+    try {
+      const data = await fs.readFile(file);
+      const meta = JSON.parse(await fs.readFile(`${file}.meta.json`, 'utf8')) as { mime: string };
+      return { data, mime: meta.mime || 'application/octet-stream', sizeBytes: data.length };
+    } catch {
+      return null;
+    }
+  }
+
+  async remove(objectKey: string): Promise<void> {
+    const file = this.full(objectKey);
+    await fs.rm(file, { force: true });
+    await fs.rm(`${file}.meta.json`, { force: true });
+  }
+}

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

@@ -0,0 +1,70 @@
+import { BadRequestException, Body, Controller, Get, Headers, Param, Post, Put, Req, Res } from '@nestjs/common';
+import type { Request, Response } from 'express';
+import { MediaService } from './media.service';
+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(
+    private readonly media: MediaService,
+    private readonly session: SessionVerifier,
+  ) {}
+
+  /** Authorize an upload → short-lived signed PUT url + object key. */
+  @Post('presign-upload')
+  async presignUpload(@Body() body: PresignUploadDto, @Headers('authorization') auth?: string) {
+    return this.media.presignUpload(this.principal(auth), { mime: body.mime, sizeBytes: body.sizeBytes });
+  }
+
+  /** Authorize a download → short-lived signed GET url. */
+  @Post('presign-download')
+  async presignDownload(@Body() body: PresignDownloadDto, @Headers('authorization') auth?: string) {
+    return this.media.presignDownload(this.principal(auth), body.contentRef, body.mime);
+  }
+
+  /** The presigned PUT target — token IS the auth. Reads the raw binary body stream. */
+  @Put('upload/:token')
+  async upload(@Param('token') token: string, @Req() req: Request) {
+    const data = await readBody(req);
+    if (data.length === 0) throw new BadRequestException('empty upload body');
+    return this.media.put(token, data);
+  }
+
+  /** The presigned GET target — token IS the auth. Streams the bytes with their mime. */
+  @Get('blob/:token')
+  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);
+  }
+
+  private principal(auth?: string): MessagePrincipal {
+    const token = (auth ?? '').replace(/^Bearer\s+/i, '');
+    if (!token) throw new BadRequestException('Authorization bearer token is required');
+    return this.session.verify(token);
+  }
+}
+
+/** Collect a request body stream into a Buffer (binary media upload; no body parser touches it). */
+function readBody(req: Request): Promise<Buffer> {
+  const raw = (req as Request & { rawBody?: Buffer }).rawBody;
+  if (raw && raw.length) return Promise.resolve(raw);
+  return new Promise<Buffer>((resolve, reject) => {
+    const chunks: Buffer[] = [];
+    req.on('data', (c: Buffer) => chunks.push(c));
+    req.on('end', () => resolve(Buffer.concat(chunks)));
+    req.on('error', reject);
+  });
+}

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

@@ -0,0 +1,11 @@
+import { IsInt, IsOptional, IsString, Max, Min } from 'class-validator';
+
+export class PresignUploadDto {
+  @IsString() mime!: string;
+  @IsInt() @Min(1) @Max(26 * 1024 * 1024) sizeBytes!: number;
+}
+
+export class PresignDownloadDto {
+  @IsString() contentRef!: string;
+  @IsOptional() @IsString() mime?: string;
+}

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

@@ -0,0 +1,27 @@
+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 { 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],
+  providers: [MediaService, { provide: STORAGE_PORT, useFactory: makeStorage }],
+  // Exported so the capability layer can resolve email attachment bytes at send time.
+  exports: [STORAGE_PORT],
+})
+export class MediaModule {}

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

@@ -0,0 +1,72 @@
+import { describe, it, expect, beforeAll, afterAll, beforeEach } from 'vitest';
+import { PrismaClient } from '@prisma/client';
+import { PolicyDeniedError, type IiosPlatformPorts } from '@insignia/iios-contracts';
+import { makeFakePorts } from '@insignia/iios-testkit';
+import { resetDb } from '../test-utils/reset-db';
+import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver';
+import { DevOpaPort } from '../platform/dev-opa.port';
+import { LocalDiskStorage } from './local-disk.storage';
+import { MediaService } from './media.service';
+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;
+const ports = { ...makeFakePorts(), opa: new DevOpaPort() } as IiosPlatformPorts;
+const svc = () => new MediaService(new LocalDiskStorage(), ports, new ActorResolver(asService));
+const alice: MessagePrincipal = { userId: 'alice', orgId: 'org_demo', appId: 'portal-demo', displayName: 'Alice' };
+
+// point storage at an isolated temp dir for the test run
+process.env.MEDIA_DIR = process.env.MEDIA_DIR ?? '/tmp/iios-media-test';
+
+beforeAll(async () => { await prisma.$connect(); });
+afterAll(async () => { await prisma.$disconnect(); });
+beforeEach(async () => { await resetDb(prisma); });
+
+function tokenFrom(url: string): string {
+  return url.split('/').pop()!;
+}
+
+describe('MediaService (presigned local storage)', () => {
+  it('presign → PUT → presign-download → GET round-trips the bytes with mime + checksum', async () => {
+    const s = svc();
+    const bytes = Buffer.from('hello-image-bytes');
+    const { objectKey, uploadUrl } = await s.presignUpload(alice, { mime: 'image/png', sizeBytes: bytes.length });
+    expect(objectKey).toContain('/'); // scopeId/uuid
+
+    const put = await s.put(tokenFrom(uploadUrl), bytes);
+    expect(put.sizeBytes).toBe(bytes.length);
+    expect(put.checksumSha256).toHaveLength(64);
+
+    const { url } = await s.presignDownload(alice, objectKey, 'image/png');
+    const got = await s.get(tokenFrom(url));
+    expect(got.data.equals(bytes)).toBe(true);
+    expect(got.mime).toBe('image/png');
+  });
+
+  it('rejects an over-the-cap upload (OPA policy)', async () => {
+    await expect(svc().presignUpload(alice, { mime: 'image/png', sizeBytes: 26 * 1024 * 1024 })).rejects.toBeInstanceOf(PolicyDeniedError);
+  });
+
+  it('rejects a disallowed file type (OPA policy)', async () => {
+    await expect(svc().presignUpload(alice, { mime: 'application/x-msdownload', sizeBytes: 1000 })).rejects.toBeInstanceOf(PolicyDeniedError);
+  });
+
+  it('a PUT larger than the presigned size is refused', async () => {
+    const s = svc();
+    const { uploadUrl } = await s.presignUpload(alice, { mime: 'image/png', sizeBytes: 4 });
+    await expect(s.put(tokenFrom(uploadUrl), Buffer.from('way too many bytes'))).rejects.toThrow();
+  });
+
+  it('rejects a tampered / non-media token', async () => {
+    await expect(svc().get('not-a-real-token')).rejects.toThrow();
+    // an upload token cannot be used to download
+    const s = svc();
+    const { uploadUrl } = await s.presignUpload(alice, { mime: 'image/png', sizeBytes: 4 });
+    await expect(s.get(tokenFrom(uploadUrl))).rejects.toThrow();
+  });
+
+  it('tenant-fences downloads: an object outside my scope is forbidden', async () => {
+    await expect(svc().presignDownload(alice, 'some-other-scope/abc', 'image/png')).rejects.toThrow();
+  });
+});

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

@@ -0,0 +1,76 @@
+import { randomUUID } from 'node:crypto';
+import { BadRequestException, ForbiddenException, Inject, Injectable, PayloadTooLargeException } from '@nestjs/common';
+import jwt from 'jsonwebtoken';
+import type { IiosPlatformPorts } from '@insignia/iios-contracts';
+import { PLATFORM_PORTS } from '../platform/platform-ports';
+import { decideOrThrow } from '../platform/fail-closed';
+import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver';
+import { STORAGE_PORT, type StoragePort } from './storage.port';
+
+interface UploadToken { op: 'put'; objectKey: string; mime: string; maxBytes: number }
+interface DownloadToken { op: 'get'; objectKey: string; mime: string }
+
+/**
+ * Presigned media. IIOS never trusts the client with storage — it authorizes an
+ * upload (OPA: size/type/scope), then hands back a short-lived signed URL that
+ * points at its OWN storage endpoints. The bytes live behind the StoragePort; the
+ * kernel only ever stores the object key (contentRef) on a MessagePart.
+ */
+@Injectable()
+export class MediaService {
+  private readonly secret = process.env.MEDIA_SECRET?.trim() || 'dev-media-secret';
+  private readonly publicUrl = (process.env.PUBLIC_URL?.trim() || `http://localhost:${process.env.PORT ?? 3200}`).replace(/\/$/, '');
+
+  constructor(
+    @Inject(STORAGE_PORT) private readonly storage: StoragePort,
+    @Inject(PLATFORM_PORTS) private readonly ports: IiosPlatformPorts,
+    private readonly actors: ActorResolver,
+  ) {}
+
+  /** Authorize an upload and return a short-lived signed PUT url + the object key. */
+  async presignUpload(
+    principal: MessagePrincipal,
+    input: { mime: string; sizeBytes: number },
+  ): Promise<{ objectKey: string; uploadUrl: string }> {
+    const scope = await this.actors.resolveScope(principal);
+    await decideOrThrow(this.ports, { action: 'iios.media.upload', scopeId: scope.id, mime: input.mime, sizeBytes: input.sizeBytes });
+    const objectKey = `${scope.id}/${randomUUID()}`;
+    const token = jwt.sign({ op: 'put', objectKey, mime: input.mime, maxBytes: input.sizeBytes } satisfies UploadToken, this.secret, { expiresIn: '5m' });
+    return { objectKey, uploadUrl: `${this.publicUrl}/v1/media/upload/${token}` };
+  }
+
+  /** Store bytes for a valid, unexpired upload token (enforcing the declared size cap). */
+  async put(token: string, data: Buffer): Promise<{ objectKey: string; sizeBytes: number; checksumSha256: string }> {
+    const t = this.verify<UploadToken>(token, 'put');
+    if (data.length > t.maxBytes) throw new PayloadTooLargeException('upload exceeds the presigned size');
+    const { sizeBytes, checksumSha256 } = await this.storage.put(t.objectKey, data, t.mime);
+    return { objectKey: t.objectKey, sizeBytes, checksumSha256 };
+  }
+
+  /** Authorize a download and return a short-lived signed GET url (tenant-fenced). */
+  async presignDownload(principal: MessagePrincipal, contentRef: string, mime = 'application/octet-stream'): Promise<{ url: string }> {
+    const scope = await this.actors.resolveScope(principal);
+    if (!contentRef.startsWith(`${scope.id}/`)) throw new ForbiddenException('object not in your scope');
+    const token = jwt.sign({ op: 'get', objectKey: contentRef, mime } satisfies DownloadToken, this.secret, { expiresIn: '1h' });
+    return { url: `${this.publicUrl}/v1/media/blob/${token}` };
+  }
+
+  /** Fetch bytes for a valid, unexpired download token. */
+  async get(token: string): Promise<{ data: Buffer; mime: string; sizeBytes: number }> {
+    const t = this.verify<DownloadToken>(token, 'get');
+    const obj = await this.storage.get(t.objectKey);
+    if (!obj) throw new BadRequestException('object not found');
+    return obj;
+  }
+
+  private verify<T extends { op: string }>(token: string, op: T['op']): T {
+    let payload: T;
+    try {
+      payload = jwt.verify(token, this.secret) as T;
+    } catch {
+      throw new ForbiddenException('invalid or expired media token');
+    }
+    if (payload.op !== op) throw new ForbiddenException('wrong media token');
+    return payload;
+  }
+}

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/media/storage.port.ts

@@ -0,0 +1,12 @@
+/**
+ * Byte storage seam. The kernel stores a `contentRef` (an opaque object key) on a
+ * MessagePart; the actual bytes live behind this port. Dev binds LocalDiskStorage;
+ * prod swaps to S3/R2/Supabase Storage with zero changes to the media service or app.
+ */
+export interface StoragePort {
+  put(objectKey: string, data: Buffer, mime: string): Promise<{ sizeBytes: number; checksumSha256: string }>;
+  get(objectKey: string): Promise<{ data: Buffer; mime: string; sizeBytes: number } | null>;
+  remove(objectKey: string): Promise<void>;
+}
+
+export const STORAGE_PORT = Symbol('STORAGE_PORT');

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

@@ -0,0 +1,93 @@
+import { describe, it, expect, afterEach, beforeAll, afterAll } from 'vitest';
+import jwt from 'jsonwebtoken';
+import type { Socket } from 'socket.io';
+import { MessageGateway } from './message.gateway';
+import type { MessageService, MessagePrincipal } from './message.service';
+import { SessionVerifier } from '../platform/session.verifier';
+import type { OutboxBus } from '../outbox/outbox.bus';
+import type { PresenceService } from '../notifications/presence.service';
+
+// Realtime delegation: the browser opens the socket with a short-lived token minted for the
+// realtime audience (iios-message). When IIOS_REALTIME_AUDIENCE is set, the gateway accepts ONLY
+// that audience — a full REST/actor token (iios-core) or an un-scoped token can't open the stream.
+
+const APP = 'crm-web';
+const SECRET = 'dev-crm-secret';
+
+// ─── the real SessionVerifier must expose `aud` so the gateway can enforce it ───
+describe('SessionVerifier — app-token audience surfacing', () => {
+  let v: SessionVerifier;
+  beforeAll(async () => {
+    delete process.env.AUTH_ISSUERS;
+    delete process.env.SUPABASE_URL;
+    process.env.APP_SECRETS = JSON.stringify({ [APP]: SECRET });
+    v = new SessionVerifier();
+    await v.onModuleInit();
+  });
+  afterAll(() => { delete process.env.APP_SECRETS; });
+
+  it('surfaces the aud claim of a realtime-scoped token', () => {
+    const tok = jwt.sign({ appId: APP, aud: 'iios-message' }, SECRET, { algorithm: 'HS256', subject: 'pp_1', expiresIn: '5m' });
+    expect(v.verify(tok).audience).toBe('iios-message');
+  });
+
+  it('leaves audience undefined for an un-scoped token (a REST/actor token)', () => {
+    const tok = jwt.sign({ appId: APP }, SECRET, { algorithm: 'HS256', subject: 'pp_1', expiresIn: '5m' });
+    expect(v.verify(tok).audience).toBeUndefined();
+  });
+});
+
+// ─── the gateway enforces the realtime audience on connect ───
+function fakeSocket(): { sock: Socket; disconnected: () => boolean } {
+  let disconnected = false;
+  const sock = {
+    handshake: { auth: { token: 'tok' } },
+    disconnect: () => { disconnected = true; },
+    data: undefined as unknown,
+  } as unknown as Socket;
+  return { sock, disconnected: () => disconnected };
+}
+
+function gatewayReturning(principal: MessagePrincipal): MessageGateway {
+  const session = { verify: () => principal } as unknown as SessionVerifier;
+  return new MessageGateway(
+    undefined as unknown as MessageService,
+    session,
+    undefined as unknown as OutboxBus,
+    undefined as unknown as PresenceService,
+  );
+}
+
+const principal = (audience?: string): MessagePrincipal => ({ userId: 'u', appId: APP, orgId: 'org', audience });
+
+describe('MessageGateway — realtime audience enforcement', () => {
+  afterEach(() => { delete process.env.IIOS_REALTIME_AUDIENCE; });
+
+  it('accepts any valid token when enforcement is OFF (env unset)', () => {
+    const { sock, disconnected } = fakeSocket();
+    gatewayReturning(principal(undefined)).handleConnection(sock);
+    expect(disconnected()).toBe(false);
+    expect((sock.data as { principal: MessagePrincipal }).principal.userId).toBe('u');
+  });
+
+  it('accepts a token whose aud matches the required realtime audience', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    const { sock, disconnected } = fakeSocket();
+    gatewayReturning(principal('iios-message')).handleConnection(sock);
+    expect(disconnected()).toBe(false);
+  });
+
+  it('rejects a full REST/actor token (aud=iios-core) on the socket', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    const { sock, disconnected } = fakeSocket();
+    gatewayReturning(principal('iios-core')).handleConnection(sock);
+    expect(disconnected()).toBe(true);
+  });
+
+  it('rejects an un-scoped token (no aud) when enforcement is on', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    const { sock, disconnected } = fakeSocket();
+    gatewayReturning(principal(undefined)).handleConnection(sock);
+    expect(disconnected()).toBe(true);
+  });
+});

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

@@ -4,6 +4,7 @@ import {
   ConnectedSocket,
   MessageBody,
   OnGatewayConnection,
+  OnGatewayDisconnect,
   OnGatewayInit,
   SubscribeMessage,
   WebSocketGateway,
@@ -15,6 +16,7 @@ import { logJson } from '../observability/logger';
 import { MessageService, type MessagePrincipal } from './message.service';
 import { SessionVerifier } from '../platform/session.verifier';
 import { OutboxBus } from '../outbox/outbox.bus';
+import { PresenceService } from '../notifications/presence.service';
 
 interface SocketState {
   principal: MessagePrincipal;
@@ -27,7 +29,7 @@ interface SocketState {
  * propagates messages persisted elsewhere (REST/ingest) to connected clients.
  */
 @WebSocketGateway({ namespace: '/message', cors: { origin: true } })
-export class MessageGateway implements OnGatewayInit, OnGatewayConnection {
+export class MessageGateway implements OnGatewayInit, OnGatewayConnection, OnGatewayDisconnect {
   private readonly logger = new Logger(MessageGateway.name);
   private readonly emittedLocally = new Set<string>();
 
@@ -37,6 +39,7 @@ export class MessageGateway implements OnGatewayInit, OnGatewayConnection {
     private readonly messages: MessageService,
     private readonly session: SessionVerifier,
     private readonly bus: OutboxBus,
+    private readonly presence: PresenceService,
   ) {}
 
   afterInit(): void {
@@ -58,6 +61,14 @@ export class MessageGateway implements OnGatewayInit, OnGatewayConnection {
     try {
       const token = String(client.handshake.auth?.token ?? '');
       const principal = this.session.verify(token);
+      // Realtime delegation (least privilege): when IIOS_REALTIME_AUDIENCE is set, the socket
+      // accepts ONLY a token minted for that audience (a short-lived `iios-message` delegate) —
+      // a full REST/actor token (`iios-core`) or an un-scoped token cannot open the stream. So a
+      // leaked socket token can't drive privileged REST, and vice-versa. Unset → no enforcement.
+      const required = process.env.IIOS_REALTIME_AUDIENCE?.trim();
+      if (required && principal.audience !== required) {
+        throw new Error(`realtime audience "${principal.audience ?? '(none)'}" != required "${required}"`);
+      }
       client.data = { principal } satisfies SocketState;
     } catch (err) {
       this.logger.warn(`rejecting socket: ${(err as Error).message}`);
@@ -65,31 +76,82 @@ export class MessageGateway implements OnGatewayInit, OnGatewayConnection {
     }
   }
 
+  handleDisconnect(client: Socket): void {
+    this.presence.clearSocket(client.id);
+  }
+
+  /** The app reports which thread is in the foreground (or null when blurred) — presence. */
+  @SubscribeMessage('focus_thread')
+  focusThread(@ConnectedSocket() client: Socket, @MessageBody() body: { threadId: string | null }): void {
+    const state = client.data as SocketState | undefined;
+    if (!state?.principal) return;
+    this.presence.setFocus(client.id, state.principal.userId, body?.threadId ?? null);
+  }
+
   @SubscribeMessage('open_thread')
-  async openThread(@ConnectedSocket() client: Socket, @MessageBody() body: { threadId?: string }) {
+  async openThread(@ConnectedSocket() client: Socket, @MessageBody() body: { threadId?: string; membership?: string; creatorRole?: string; subject?: string }) {
     const { principal } = client.data as SocketState;
-    const result = await this.messages.openThread(body?.threadId ?? null, principal);
+    try {
+      const result = await this.messages.openThread(body?.threadId ?? null, principal, {
+        membership: body?.membership,
+        creatorRole: body?.creatorRole,
+        subject: body?.subject,
+      });
       await client.join(result.threadId);
       return result;
+    } catch (err) {
+      // Fail to an ACK'd error instead of throwing (which never acks → client hangs on "loading").
+      return { error: (err as Error).message ?? 'could not open the conversation' };
+    }
+  }
+
+  @SubscribeMessage('add_participant')
+  async addParticipant(@ConnectedSocket() client: Socket, @MessageBody() body: { threadId: string; userId: string; role?: string }) {
+    const { principal } = client.data as SocketState;
+    return this.messages.addParticipant(body.threadId, principal, body.userId, body.role);
   }
 
   @SubscribeMessage('send_message')
   async sendMessage(
     @ConnectedSocket() client: Socket,
-    @MessageBody() body: { threadId: string; content: string; contentRef?: string },
+    @MessageBody()
+    body: { threadId: string; content: string; contentRef?: string; mimeType?: string; sizeBytes?: number; checksumSha256?: string; parentInteractionId?: string; mentions?: string[] },
   ) {
     const { principal } = client.data as SocketState;
     const msg = await this.messages.send(
       body.threadId,
       principal,
-      { content: body.content, contentRef: body.contentRef },
+      { content: body.content, contentRef: body.contentRef, mimeType: body.mimeType, sizeBytes: body.sizeBytes, checksumSha256: body.checksumSha256 },
       randomUUID(),
+      undefined,
+      body.parentInteractionId,
+      body.mentions,
     );
     this.emittedLocally.add(msg.id);
     this.server.to(body.threadId).emit('message', msg);
     return msg;
   }
 
+  @SubscribeMessage('annotate')
+  async annotate(
+    @ConnectedSocket() client: Socket,
+    @MessageBody() body: { threadId: string; interactionId: string; type: string; value: string },
+  ) {
+    const { principal } = client.data as SocketState;
+    const r = await this.messages.toggleAnnotation(body.interactionId, principal, body.type, body.value);
+    // Broadcast the refreshed user list for this (interaction,type,value) so every client re-renders.
+    this.server.to(r.threadId).emit('annotation', {
+      threadId: r.threadId,
+      interactionId: r.interactionId,
+      type: r.type,
+      value: r.value,
+      op: r.op,
+      users: r.users,
+      userId: principal.userId,
+    });
+    return r;
+  }
+
   @SubscribeMessage('read')
   async read(@ConnectedSocket() client: Socket, @MessageBody() body: { threadId: string; interactionId: string }) {
     const { principal } = client.data as SocketState;

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

@@ -2,10 +2,11 @@ import { Module } from '@nestjs/common';
 import { MessageService } from './message.service';
 import { MessageGateway } from './message.gateway';
 import { OutboxModule } from '../outbox/outbox.module';
+import { PresenceService } from '../notifications/presence.service';
 
 @Module({
   imports: [OutboxModule],
-  providers: [MessageService, MessageGateway],
+  providers: [MessageService, MessageGateway, PresenceService],
-  exports: [MessageService],
+  exports: [MessageService, PresenceService],
 })
 export class MessageModule {}

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

@@ -9,16 +9,57 @@ import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver
 
 export type { MessagePrincipal };
 
+/** A generic annotation aggregate on a message (opaque type/value + who applied it). */
+export interface AnnotationDto {
+  type: string;
+  value: string;
+  users: string[];
+}
+
+/** A media attachment on a message (the app renders it by `kind`). */
+export interface AttachmentDto {
+  contentRef: string;
+  mimeType: string;
+  sizeBytes: number;
+  kind: 'image' | 'video' | 'audio' | 'file';
+}
+
+function mediaKind(mime: string): AttachmentDto['kind'] {
+  if (mime.startsWith('image/')) return 'image';
+  if (mime.startsWith('video/')) return 'video';
+  if (mime.startsWith('audio/')) return 'audio';
+  return 'file';
+}
+
 export interface MessageDto {
   id: string;
   threadId: string;
   senderActorId: string;
+  senderId: string; // the sender's stable externalId (email/username) — reliable "is this mine?"
+  senderName: string;
   content: string;
   contentRef?: string;
+  attachment?: AttachmentDto;
+  parentInteractionId?: string;
+  annotations: AnnotationDto[];
   traceId: string;
   createdAt: Date;
 }
 
+export interface ThreadSummary {
+  threadId: string;
+  subject: string | null;
+  membership?: string;
+  /** The thread's opaque, app-supplied attribute bag — echoed back verbatim; the kernel never interprets it. */
+  metadata?: Record<string, unknown> | null;
+  participants: string[];
+  participantCount: number;
+  unread: number;
+  muted?: boolean;
+  lastMessage?: string;
+  lastAt?: Date;
+}
+
 export interface OpenThreadResult {
   threadId: string;
   status: string;
@@ -39,16 +80,31 @@ export class MessageService {
     private readonly actors: ActorResolver,
   ) {}
 
-  /** Open an existing thread, or create one when no id is given. Joins as participant. */
+  /**
-  async openThread(threadId: string | null, principal: MessagePrincipal): Promise<OpenThreadResult> {
+   * Open an existing thread, or create one when no id is given. On create, an optional
+   * generic `membership` attribute is stamped on the thread's metadata (the app's DM/group
+   * hint — the kernel never branches on it; policy does), and the creator joins as ADMIN
+   * for a group. Opening an existing thread is a GOVERNED join: only an existing member may
+   * re-open it (policy `iios.thread.join`) — new members enter via addParticipant.
+   */
+  async openThread(threadId: string | null, principal: MessagePrincipal, opts?: { membership?: string; creatorRole?: string; subject?: string; metadata?: Record<string, unknown> }): Promise<OpenThreadResult> {
     if (!threadId) {
       await decideOrThrow(this.ports, { action: 'iios.thread.create', scope: principal });
       const scope = await this.actors.resolveScope(principal);
       const actor = await this.actors.resolveActor(scope.id, principal);
+      // `membership`/`creatorRole`/`subject`/`metadata` are generic, app-supplied thread attributes —
+      // the kernel stores/echoes them as an opaque bag but never branches on their meaning (that lives
+      // in policy + the app). `membership` is folded into the same bag for back-compat.
+      const merged = { ...(opts?.metadata ?? {}), ...(opts?.membership ? { membership: opts.membership } : {}) };
       const thread = await this.prisma.iiosThread.create({
-        data: { scopeId: scope.id, createdByActorId: actor.id },
+        data: {
+          scopeId: scope.id,
+          createdByActorId: actor.id,
+          subject: opts?.subject?.trim() || undefined,
+          metadata: Object.keys(merged).length > 0 ? (merged as Prisma.InputJsonValue) : undefined,
+        },
       });
-      await this.actors.ensureParticipant(thread.id, actor.id);
+      await this.actors.ensureParticipant(thread.id, actor.id, opts?.creatorRole ?? 'MEMBER');
       return { threadId: thread.id, status: thread.status, history: [] };
     }
 
@@ -56,16 +112,217 @@ export class MessageService {
     if (!thread) throw new NotFoundException('thread not found');
     await decideOrThrow(this.ports, { action: 'iios.thread.read', threadId, scopeId: thread.scopeId });
     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);
+    // support/inbox/generic threads (no membership attr) keep open-join, unchanged.
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+    await decideOrThrow(this.ports, { action: 'iios.thread.join', threadId, scopeId: thread.scopeId, membership, alreadyMember });
     await this.actors.ensureParticipant(threadId, actor.id);
     return { threadId, status: thread.status, history: await this.history(threadId) };
   }
 
+  /**
+   * Governed thread membership (a member adds another user by userId). Fail-closed via
+   * policy: the DM cap / group-admin rule is enforced by OPA (dev stub now, real later);
+   * the kernel only supplies generic context and adds the participant. The target's actor
+   * is resolved-or-created so you can add someone who hasn't logged in yet.
+   */
+  async addParticipant(threadId: string, principal: MessagePrincipal, targetUserId: string, role = 'MEMBER'): 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 participantCount = await this.prisma.iiosThreadParticipant.count({ where: { threadId } });
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+
+    await decideOrThrow(this.ports, {
+      action: 'iios.thread.participant.add',
+      threadId,
+      scopeId: thread.scopeId,
+      membership,
+      participantCount,
+      callerRole: callerP?.participantRole,
+      targetUserId,
+      role,
+    });
+
+    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.actors.ensureParticipant(threadId, target.id, role);
+    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',
+    }));
+  }
+
+  /** 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 } });
+    if (!thread) throw new NotFoundException('thread not found');
+    const actor = await this.actors.resolveActor(thread.scopeId, principal);
+    await this.prisma.iiosThreadParticipant.update({
+      where: { threadId_actorId: { threadId, actorId: actor.id } },
+      data: { muted },
+    });
+    return { threadId, muted };
+  }
+
+  /**
+   * Generic "my threads": every thread the caller participates in, with last message + unread.
+   * An optional `filter.metadata` narrows to threads whose opaque attribute bag matches ALL of the
+   * given key/values (an equality match on the JSON bag — the kernel does not interpret the keys).
+   */
+  async listThreads(principal: MessagePrincipal, filter?: { metadata?: Record<string, string> }): Promise<ThreadSummary[]> {
+    const scope = await this.actors.findScope(principal);
+    if (!scope) return [];
+    const actor = await this.actors.resolveActor(scope.id, principal);
+    const memberships = await this.prisma.iiosThreadParticipant.findMany({ where: { actorId: actor.id }, select: { threadId: true, muted: true } });
+    const threadIds = memberships.map((m) => m.threadId);
+    if (threadIds.length === 0) return [];
+    const mutedBy = new Map(memberships.map((m) => [m.threadId, m.muted]));
+
+    const [allThreads, unreads, allParts] = await Promise.all([
+      this.prisma.iiosThread.findMany({ where: { id: { in: threadIds } } }),
+      this.prisma.iiosUnreadCounter.findMany({ where: { threadId: { in: threadIds }, actorId: actor.id } }),
+      this.prisma.iiosThreadParticipant.findMany({
+        where: { threadId: { in: threadIds } },
+        include: { actor: { include: { sourceHandle: true } } },
+      }),
+    ]);
+    // Opaque equality filter on the metadata bag (every requested key must match).
+    const metaFilter = filter?.metadata;
+    const threads = metaFilter
+      ? allThreads.filter((t) => {
+          const bag = (t.metadata as Record<string, unknown> | null) ?? {};
+          return Object.entries(metaFilter).every(([k, v]) => bag[k] === v);
+        })
+      : allThreads;
+    const unreadBy = new Map(unreads.map((u) => [u.threadId, u.unreadCount]));
+    const membersBy = new Map<string, string[]>();
+    for (const p of allParts) {
+      const name = p.actor?.sourceHandle?.externalId ?? p.actor?.displayName ?? p.actorId;
+      membersBy.set(p.threadId, [...(membersBy.get(p.threadId) ?? []), name]);
+    }
+
+    // Latest message per thread in ONE query (Postgres DISTINCT ON) instead of one findFirst
+    // per thread — a caller with many threads no longer fans out N parallel queries and
+    // exhausts the connection pool.
+    const lastRows =
+      threads.length === 0
+        ? []
+        : await this.prisma.$queryRaw<Array<{ threadId: string; occurredAt: Date; lastMessage: string | null }>>(Prisma.sql`
+            SELECT DISTINCT ON (i."threadId")
+              i."threadId"   AS "threadId",
+              i."occurredAt" AS "occurredAt",
+              (SELECT p."bodyText" FROM "IiosMessagePart" p
+                 WHERE p."interactionId" = i.id AND p.kind::text = 'TEXT'
+                 ORDER BY p."partIndex" ASC LIMIT 1) AS "lastMessage"
+            FROM "IiosInteraction" i
+            WHERE i."threadId" IN (${Prisma.join(threads.map((t) => t.id))})
+            ORDER BY i."threadId", i."occurredAt" DESC
+          `);
+    const lastBy = new Map(lastRows.map((r) => [r.threadId, r]));
+
+    const summaries = threads.map((t) => {
+      const last = lastBy.get(t.id);
+      const members = membersBy.get(t.id) ?? [];
+      return {
+        threadId: t.id,
+        subject: t.subject,
+        membership: (t.metadata as { membership?: string } | null)?.membership,
+        metadata: (t.metadata as Record<string, unknown> | null) ?? null,
+        participants: members,
+        participantCount: members.length,
+        unread: unreadBy.get(t.id) ?? 0,
+        muted: mutedBy.get(t.id) ?? false,
+        lastMessage: last?.lastMessage ?? undefined,
+        lastAt: last?.occurredAt,
+      };
+    });
+    return summaries.sort((a, b) => (b.lastAt?.getTime() ?? 0) - (a.lastAt?.getTime() ?? 0));
+  }
+
   async send(
     threadId: string,
     principal: MessagePrincipal,
-    body: { content: string; contentRef?: string },
+    body: { content: string; contentRef?: string; mimeType?: string; sizeBytes?: number; checksumSha256?: string },
     idempotencyKey: string,
     traceId: string = randomUUID(),
+    parentInteractionId?: string,
+    mentions?: string[],
   ): Promise<MessageDto> {
     const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
     if (!thread) throw new NotFoundException('thread not found');
@@ -75,10 +332,15 @@ export class MessageService {
     const actor = await this.actors.resolveActor(thread.scopeId, principal);
     await this.actors.ensureParticipant(threadId, actor.id);
 
+    // A reply links to its parent — but only if the parent is in the same thread (else ignored).
+    const parentRef = parentInteractionId
+      ? (await this.prisma.iiosInteraction.findFirst({ where: { id: parentInteractionId, threadId }, select: { id: true } }))?.id
+      : undefined;
+
     // Idempotency: a repeat key returns the existing message (no re-increment).
     const existing = await this.prisma.iiosInteraction.findUnique({
       where: { scopeId_idempotencyKey: { scopeId: thread.scopeId, idempotencyKey } },
-      include: { parts: { orderBy: { partIndex: 'asc' } } },
+      include: { parts: { orderBy: { partIndex: 'asc' } }, actor: { include: { sourceHandle: true } } },
     });
     if (existing) return this.toDto(existing, threadId);
 
@@ -93,6 +355,7 @@ export class MessageService {
             idempotencyKey,
             status: 'NORMALIZED',
             traceId,
+            parentInteractionId: parentRef,
           },
         });
 
@@ -100,7 +363,18 @@ export class MessageService {
           { interactionId: created.id, partIndex: 0, kind: 'TEXT', bodyText: body.content },
         ];
         if (body.contentRef) {
-          parts.push({ interactionId: created.id, partIndex: 1, kind: 'FILE_REF', contentRef: body.contentRef });
+          const mime = body.mimeType ?? '';
+          // Generic part kind from mime — the kernel stores media as opaque parts.
+          const kind = /^(image|video)\//.test(mime) ? 'MEDIA_REF' : /^audio\//.test(mime) ? 'VOICE_REF' : 'FILE_REF';
+          parts.push({
+            interactionId: created.id,
+            partIndex: 1,
+            kind,
+            contentRef: body.contentRef,
+            mimeType: body.mimeType,
+            sizeBytes: body.sizeBytes != null ? BigInt(body.sizeBytes) : undefined,
+            checksumSha256: body.checksumSha256,
+          });
         }
         await tx.iiosMessagePart.createMany({ data: parts });
 
@@ -114,7 +388,9 @@ export class MessageService {
           datacontenttype: 'application/json',
           traceparent: `00-${traceId.replace(/-/g, '')}-0000000000000000-01`,
           insignia: { scopeSnapshotId: thread.scopeId, correlationId: traceId, idempotencyKey, dataClass: 'internal' },
-          data: { interactionId: created.id, threadId, senderActorId: actor.id },
+          // `mentions` is an OPAQUE app-supplied notify-list (userIds) — the kernel never parses
+          // "@"; the inbox projector generically fans out a notification to those actors.
+          data: { interactionId: created.id, threadId, senderActorId: actor.id, mentions: mentions ?? [] },
         };
         await tx.iiosOutboxEvent.create({
           data: {
@@ -139,7 +415,7 @@ export class MessageService {
 
         return tx.iiosInteraction.findUniqueOrThrow({
           where: { id: created.id },
-          include: { parts: { orderBy: { partIndex: 'asc' } } },
+          include: { parts: { orderBy: { partIndex: 'asc' } }, actor: { include: { sourceHandle: true } } },
         });
       });
 
@@ -148,7 +424,7 @@ export class MessageService {
       if (err instanceof Prisma.PrismaClientKnownRequestError && err.code === 'P2002') {
         const winner = await this.prisma.iiosInteraction.findUniqueOrThrow({
           where: { scopeId_idempotencyKey: { scopeId: thread.scopeId, idempotencyKey } },
-          include: { parts: { orderBy: { partIndex: 'asc' } } },
+          include: { parts: { orderBy: { partIndex: 'asc' } }, actor: { include: { sourceHandle: true } } },
         });
         return this.toDto(winner, threadId);
       }
@@ -220,7 +496,7 @@ export class MessageService {
   async getMessageById(id: string, principal?: MessagePrincipal): Promise<MessageDto | null> {
     const i = await this.prisma.iiosInteraction.findUnique({
       where: { id },
-      include: { parts: { orderBy: { partIndex: 'asc' } } },
+      include: { parts: { orderBy: { partIndex: 'asc' } }, actor: { include: { sourceHandle: true } } },
     });
     if (!i || !i.threadId) return null;
     if (principal) await this.actors.assertOwns(principal, i.scopeId); // tenant fence (KG-02) when called on behalf of a caller
@@ -231,25 +507,162 @@ export class MessageService {
     const interactions = await this.prisma.iiosInteraction.findMany({
       where: { threadId },
       orderBy: { occurredAt: 'asc' },
-      include: { parts: { orderBy: { partIndex: 'asc' } } },
+      include: { parts: { orderBy: { partIndex: 'asc' } }, actor: { include: { sourceHandle: true } } },
     });
-    return interactions.map((i) => this.toDto(i, threadId));
+    const annotations = await this.annotationsByInteraction(interactions.map((i) => i.id));
+    return interactions.map((i) => this.toDto(i, threadId, annotations.get(i.id) ?? []));
+  }
+
+  /**
+   * Toggle a generic annotation (actor attaches/removes an opaque label on an interaction).
+   * `annotationType`/`value` are app-supplied and never interpreted here (the chat app uses
+   * type "reaction" + an emoji value). Governed: only a thread participant may annotate.
+   * Returns the refreshed user list for that (type,value) so callers can broadcast it.
+   */
+  async toggleAnnotation(
+    interactionId: string,
+    principal: MessagePrincipal,
+    annotationType: string,
+    value: string,
+  ): Promise<{ interactionId: string; threadId: string; type: string; value: string; op: 'add' | 'remove'; users: string[] }> {
+    const target = await this.prisma.iiosInteraction.findUnique({
+      where: { id: interactionId },
+      select: { id: true, threadId: true, scopeId: true },
+    });
+    if (!target || !target.threadId) throw new NotFoundException('message not found');
+    const actor = await this.actors.resolveActor(target.scopeId, principal);
+    const isMember =
+      (await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId: target.threadId, actorId: actor.id } } })) !== null;
+    await decideOrThrow(this.ports, { action: 'iios.interaction.annotate', threadId: target.threadId, scopeId: target.scopeId, isMember });
+
+    const key = {
+      scopeId_targetInteractionId_actorId_annotationType_value: {
+        scopeId: target.scopeId,
+        targetInteractionId: interactionId,
+        actorId: actor.id,
+        annotationType,
+        value,
+      },
+    };
+    const existing = await this.prisma.iiosInteractionAnnotation.findUnique({ where: key });
+    let op: 'add' | 'remove';
+    if (existing) {
+      await this.prisma.iiosInteractionAnnotation.delete({ where: { id: existing.id } });
+      op = 'remove';
+    } else {
+      await this.prisma.iiosInteractionAnnotation.create({
+        data: { scopeId: target.scopeId, targetInteractionId: interactionId, actorId: actor.id, annotationType, value },
+      });
+      op = 'add';
+    }
+
+    const users =
+      (await this.annotationsByInteraction([interactionId])).get(interactionId)?.find((a) => a.type === annotationType && a.value === value)?.users ?? [];
+    return { interactionId, threadId: target.threadId, type: annotationType, value, op, users };
+  }
+
+  /**
+   * Generic "my annotated interactions" — every message the caller annotated with a given
+   * type, newest first, with thread context. The app uses type "save" for a personal
+   * bookmarks list (and could use "pin" for a cross-thread pinned view). Generic: the kernel
+   * never interprets the type string.
+   */
+  async listMyAnnotated(
+    principal: MessagePrincipal,
+    annotationType: string,
+  ): Promise<Array<{ message: MessageDto; threadId: string; threadSubject: string | null }>> {
+    const scope = await this.actors.findScope(principal);
+    if (!scope) return [];
+    const actor = await this.actors.resolveActor(scope.id, principal);
+    const anns = await this.prisma.iiosInteractionAnnotation.findMany({
+      where: { actorId: actor.id, annotationType },
+      orderBy: { createdAt: 'desc' },
+      select: { targetInteractionId: true },
+    });
+    const ids = anns.map((a) => a.targetInteractionId);
+    if (ids.length === 0) return [];
+    const [interactions, agg] = await Promise.all([
+      this.prisma.iiosInteraction.findMany({
+        where: { id: { in: ids } },
+        include: {
+          parts: { orderBy: { partIndex: 'asc' } },
+          actor: { include: { sourceHandle: true } },
+          thread: { select: { subject: true } },
+        },
+      }),
+      this.annotationsByInteraction(ids),
+    ]);
+    const byId = new Map(interactions.map((i) => [i.id, i]));
+    return ids
+      .map((id) => byId.get(id))
+      .filter((i): i is NonNullable<typeof i> => Boolean(i && i.threadId))
+      .map((i) => ({
+        message: this.toDto(i, i.threadId as string, agg.get(i.id) ?? []),
+        threadId: i.threadId as string,
+        threadSubject: i.thread?.subject ?? null,
+      }));
   }
 
   // ─── helpers ────────────────────────────────────────────────────
 
+  /** Aggregate annotations for the given interactions into { type, value, users[] } groups. */
+  private async annotationsByInteraction(interactionIds: string[]): Promise<Map<string, AnnotationDto[]>> {
+    const map = new Map<string, AnnotationDto[]>();
+    if (interactionIds.length === 0) return map;
+    const rows = await this.prisma.iiosInteractionAnnotation.findMany({
+      where: { targetInteractionId: { in: interactionIds } },
+      include: { actor: { include: { sourceHandle: true } } },
+      orderBy: { createdAt: 'asc' },
+    });
+    for (const r of rows) {
+      const user = r.actor?.sourceHandle?.externalId ?? r.actor?.displayName ?? r.actorId;
+      const list = map.get(r.targetInteractionId) ?? [];
+      let entry = list.find((e) => e.type === r.annotationType && e.value === r.value);
+      if (!entry) {
+        entry = { type: r.annotationType, value: r.value, users: [] };
+        list.push(entry);
+      }
+      entry.users.push(user);
+      map.set(r.targetInteractionId, list);
+    }
+    for (const list of map.values()) for (const e of list) e.users.sort(); // deterministic order
+    return map;
+  }
+
   private toDto(
-    interaction: { id: string; actorId: string | null; traceId: string | null; occurredAt: Date; parts: Array<{ kind: string; bodyText: string | null; contentRef: string | null }> },
+    interaction: {
+      id: string;
+      actorId: string | null;
+      actor?: { displayName: string | null; sourceHandle: { externalId: string } | null } | null;
+      parentInteractionId?: string | null;
+      traceId: string | null;
+      occurredAt: Date;
+      parts: Array<{ kind: string; bodyText: string | null; contentRef: string | null; mimeType?: string | null; sizeBytes?: bigint | null }>;
+    },
     threadId: string,
+    annotations: AnnotationDto[] = [],
   ): MessageDto {
     const text = interaction.parts.find((p) => p.kind === 'TEXT');
     const file = interaction.parts.find((p) => p.contentRef);
+    const attachment: AttachmentDto | undefined = file?.contentRef
+      ? {
+          contentRef: file.contentRef,
+          mimeType: file.mimeType ?? 'application/octet-stream',
+          sizeBytes: file.sizeBytes != null ? Number(file.sizeBytes) : 0,
+          kind: mediaKind(file.mimeType ?? ''),
+        }
+      : undefined;
     return {
       id: interaction.id,
       threadId,
       senderActorId: interaction.actorId ?? '',
+      senderId: interaction.actor?.sourceHandle?.externalId ?? '',
+      senderName: interaction.actor?.displayName ?? interaction.actor?.sourceHandle?.externalId ?? 'unknown',
       content: text?.bodyText ?? '',
       contentRef: file?.contentRef ?? undefined,
+      attachment,
+      parentInteractionId: interaction.parentInteractionId ?? undefined,
+      annotations,
       traceId: interaction.traceId ?? '',
       createdAt: interaction.occurredAt,
     };

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

@@ -1,15 +1,20 @@
 import { describe, it, expect, beforeAll, afterAll, beforeEach } from 'vitest';
 import { PrismaClient } from '@prisma/client';
+import { PolicyDeniedError, type IiosPlatformPorts } from '@insignia/iios-contracts';
 import { resetDb } from '../test-utils/reset-db';
 import { makeFakePorts } from '@insignia/iios-testkit';
 import { MessageService, type MessagePrincipal } from './message.service';
 import { ActorResolver } from '../identity/actor.resolver';
+import { DevOpaPort } from '../platform/dev-opa.port';
 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;
 const svc = () => new MessageService(asService, makeFakePorts(), new ActorResolver(asService));
+// A service whose OPA actually enforces the membership rules (real dev policy plane).
+const gov = () =>
+  new MessageService(asService, { ...makeFakePorts(), opa: new DevOpaPort() } as IiosPlatformPorts, new ActorResolver(asService));
 
 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' };
@@ -101,3 +106,163 @@ describe('MessageService (P2 native messaging)', () => {
     expect(ce.insignia.correlationId).toBe(msg.traceId);
   });
 });
+
+describe('Governed membership + replies (v1.1, policy-enforced)', () => {
+  it('a direct message is capped at two people (OPA policy)', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'dm' });
+    expect((await s.addParticipant(threadId, alice, 'bob')).participantCount).toBe(2);
+    await expect(s.addParticipant(threadId, alice, 'carol')).rejects.toBeInstanceOf(PolicyDeniedError);
+    expect(await prisma.iiosThreadParticipant.count({ where: { threadId } })).toBe(2); // unchanged
+  });
+
+  it('group: the creator is ADMIN and can add; a plain member cannot', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
+    await s.addParticipant(threadId, alice, 'bob'); // admin adds a member
+    expect(await prisma.iiosThreadParticipant.count({ where: { threadId } })).toBe(2);
+    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' });
+    await expect(s.openThread(threadId, bob)).rejects.toBeInstanceOf(PolicyDeniedError);
+    await s.addParticipant(threadId, alice, 'bob');
+    expect((await s.openThread(threadId, bob)).threadId).toBe(threadId);
+  });
+
+  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' });
+    await s.addParticipant(threadId, alice, 'bob');
+    await s.send(threadId, alice, { content: 'hello team' }, 'k1');
+    const mine = await s.listThreads(alice);
+    expect(mine).toHaveLength(1);
+    expect(mine[0]).toMatchObject({ membership: 'group', participantCount: 2, lastMessage: 'hello team' });
+    expect((await s.listThreads(bob))[0]?.unread).toBe(1);
+  });
+
+  it('opaque metadata: stored on create, echoed in listThreads, and a metadata filter narrows the list', async () => {
+    const s = svc();
+    // Two threads with different opaque app attributes — the kernel never interprets these values.
+    await s.openThread(null, alice, { metadata: { source: 'crm-support', crmCustomerId: 'cust_1' } });
+    await s.openThread(null, alice, { metadata: { source: 'other' } });
+
+    const all = await s.listThreads(alice);
+    expect(all).toHaveLength(2);
+    const support = all.find((t) => (t.metadata as { source?: string } | null)?.source === 'crm-support');
+    expect(support?.metadata).toMatchObject({ source: 'crm-support', crmCustomerId: 'cust_1' });
+
+    // Equality filter on the opaque bag returns only the matching thread.
+    const filtered = await s.listThreads(alice, { metadata: { source: 'crm-support' } });
+    expect(filtered).toHaveLength(1);
+    expect(filtered[0]?.metadata).toMatchObject({ crmCustomerId: 'cust_1' });
+  });
+
+  it('a reply stores + returns parentInteractionId; a cross-thread parent is ignored', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'dm' });
+    const first = await s.send(threadId, alice, { content: 'question?' }, 'k1');
+    const reply = await s.send(threadId, alice, { content: 'answer' }, 'k2', undefined, first.id);
+    expect(reply.parentInteractionId).toBe(first.id);
+
+    const { threadId: other } = await s.openThread(null, alice, { membership: 'dm' });
+    const cross = await s.send(other, alice, { content: 'x' }, 'k3', undefined, first.id);
+    expect(cross.parentInteractionId).toBeUndefined(); // parent not in this thread
+  });
+});
+
+describe('Interaction annotations (generic reactions primitive)', () => {
+  it('toggleAnnotation adds then removes (toggle) and aggregates users into history', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
+    await s.addParticipant(threadId, alice, 'bob');
+    await s.openThread(threadId, bob);
+    const msg = await s.send(threadId, alice, { content: 'ship it' }, 'k1');
+
+    const add = await s.toggleAnnotation(msg.id, bob, 'reaction', '👍');
+    expect(add.op).toBe('add');
+    expect(add.users).toEqual(['bob']);
+
+    const add2 = await s.toggleAnnotation(msg.id, alice, 'reaction', '👍'); // alice also 👍
+    expect(add2.op).toBe('add');
+    expect(add2.users).toEqual(['alice', 'bob']); // sorted, deterministic
+
+    const rem = await s.toggleAnnotation(msg.id, bob, 'reaction', '👍'); // bob toggles off
+    expect(rem.op).toBe('remove');
+    expect(rem.users).toEqual(['alice']);
+
+    const hist = await s.history(threadId);
+    const m = hist.find((x) => x.id === msg.id)!;
+    expect(m.annotations).toEqual([{ type: 'reaction', value: '👍', users: ['alice'] }]);
+  });
+
+  it('different values coexist for the same actor (👍 and 🎉 both stick)', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
+    const msg = await s.send(threadId, alice, { content: 'hi' }, 'k1');
+    await s.toggleAnnotation(msg.id, alice, 'reaction', '👍');
+    await s.toggleAnnotation(msg.id, alice, 'reaction', '🎉');
+    const m = (await s.history(threadId)).find((x) => x.id === msg.id)!;
+    expect(m.annotations).toEqual(
+      expect.arrayContaining([
+        { type: 'reaction', value: '👍', users: ['alice'] },
+        { type: 'reaction', value: '🎉', users: ['alice'] },
+      ]),
+    );
+  });
+
+  it('a non-member cannot annotate (governed by policy)', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
+    const msg = await s.send(threadId, alice, { content: 'secret' }, 'k1');
+    await expect(s.toggleAnnotation(msg.id, bob, 'reaction', '👍')).rejects.toBeInstanceOf(PolicyDeniedError);
+  });
+
+  it('listMyAnnotated returns the caller’s saved messages with thread context; others see none', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN', subject: 'Design' });
+    await s.addParticipant(threadId, alice, 'bob');
+    const msg = await s.send(threadId, alice, { content: 'save this' }, 'k1');
+    await s.toggleAnnotation(msg.id, alice, 'save', ''); // save is a personal annotation
+
+    const saved = await s.listMyAnnotated(alice, 'save');
+    expect(saved).toHaveLength(1);
+    expect(saved[0]).toMatchObject({ threadId, threadSubject: 'Design' });
+    expect(saved[0]?.message.content).toBe('save this');
+    expect(await s.listMyAnnotated(bob, 'save')).toHaveLength(0); // bob saved nothing
+  });
+
+  it('send carries an OPAQUE mentions[] into the message event (kernel never parses @)', async () => {
+    const s = svc();
+    const { threadId } = await s.openThread(null, alice);
+    await s.openThread(threadId, bob);
+    await s.send(threadId, alice, { content: 'hi @bob' }, 'k1', undefined, undefined, ['bob']);
+    const ev = await prisma.iiosOutboxEvent.findFirstOrThrow({ where: { eventType: 'com.insignia.iios.message.sent.v1' } });
+    const ce = ev.cloudEvent as { data: { mentions?: string[] } };
+    expect(ce.data.mentions).toEqual(['bob']);
+  });
+});

packages/iios-service/src/notifications/notification.controller.ts

@@ -0,0 +1,46 @@
+import { BadRequestException, Body, Controller, Delete, Get, Headers, Post } from '@nestjs/common';
+import { PrismaService } from '../prisma/prisma.service';
+import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver';
+import { SessionVerifier } from '../platform/session.verifier';
+import { SubscribeDto, UnsubscribeDto } from './notification.dto';
+
+@Controller('v1/notifications')
+export class NotificationController {
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly actors: ActorResolver,
+    private readonly session: SessionVerifier,
+  ) {}
+
+  /** The public VAPID key the client needs to create a push subscription. */
+  @Get('vapid-public-key')
+  vapidKey(): { key: string } {
+    return { key: process.env.VAPID_PUBLIC_KEY ?? '' };
+  }
+
+  /** Store (or refresh) a push subscription for the caller. */
+  @Post('subscribe')
+  async subscribe(@Body() body: SubscribeDto, @Headers('authorization') auth?: string): Promise<{ ok: true }> {
+    const principal = this.principal(auth);
+    const scope = await this.actors.resolveScope(principal);
+    const actor = await this.actors.resolveActor(scope.id, principal);
+    await this.prisma.iiosNotificationSubscription.upsert({
+      where: { endpoint: body.endpoint },
+      create: { scopeId: scope.id, actorId: actor.id, kind: body.kind ?? 'webpush', endpoint: body.endpoint, p256dh: body.keys.p256dh, auth: body.keys.auth, userAgent: body.userAgent },
+      update: { actorId: actor.id, p256dh: body.keys.p256dh, auth: body.keys.auth, lastSeenAt: new Date() },
+    });
+    return { ok: true };
+  }
+
+  @Delete('subscribe')
+  async unsubscribe(@Body() body: UnsubscribeDto): Promise<{ ok: true }> {
+    await this.prisma.iiosNotificationSubscription.deleteMany({ where: { endpoint: body.endpoint } });
+    return { ok: true };
+  }
+
+  private principal(auth?: string): MessagePrincipal {
+    const token = (auth ?? '').replace(/^Bearer\s+/i, '');
+    if (!token) throw new BadRequestException('Authorization bearer token is required');
+    return this.session.verify(token);
+  }
+}

packages/iios-service/src/notifications/notification.dto.ts

@@ -0,0 +1,12 @@
+import { IsIn, IsObject, IsOptional, IsString } from 'class-validator';
+
+export class SubscribeDto {
+  @IsOptional() @IsIn(['webpush']) kind?: string;
+  @IsString() endpoint!: string;
+  @IsObject() keys!: { p256dh: string; auth: string };
+  @IsOptional() @IsString() userAgent?: string;
+}
+
+export class UnsubscribeDto {
+  @IsString() endpoint!: string;
+}

packages/iios-service/src/notifications/notification.module.ts

@@ -0,0 +1,26 @@
+import { Module } from '@nestjs/common';
+import { OutboxModule } from '../outbox/outbox.module';
+import { MessageModule } from '../messaging/message.module';
+import { NotificationController } from './notification.controller';
+import { NotificationProjector } from './notification.projector';
+import { WebPushDelivery } from './web-push.delivery';
+import { NOTIFICATION_PORT } from './notification.port';
+
+@Module({
+  imports: [OutboxModule, MessageModule], // OutboxModule → bus/dlq; MessageModule → PresenceService. Prisma/Projection/Identity are @Global.
+  controllers: [NotificationController],
+  providers: [
+    NotificationProjector,
+    {
+      // Dev binds Web Push (VAPID); prod can swap this to an email/FCM adapter.
+      provide: NOTIFICATION_PORT,
+      useFactory: () =>
+        new WebPushDelivery(
+          process.env.VAPID_PUBLIC_KEY
+            ? { publicKey: process.env.VAPID_PUBLIC_KEY, privateKey: process.env.VAPID_PRIVATE_KEY ?? '', subject: process.env.VAPID_SUBJECT ?? 'mailto:dev@insignia' }
+            : undefined,
+        ),
+    },
+  ],
+})
+export class NotificationModule {}

packages/iios-service/src/notifications/notification.port.ts

@@ -0,0 +1,18 @@
+/** The delivery seam. Dev = Web Push (VAPID); prod can swap to email/FCM/APNs. */
+export interface PushSub {
+  endpoint: string;
+  p256dh: string;
+  auth: string;
+}
+
+export interface NotificationPayload {
+  title: string;
+  body: string;
+  data: { threadId: string; interactionId?: string };
+}
+
+export interface NotificationPort {
+  deliver(sub: PushSub, payload: NotificationPayload): Promise<'sent' | 'gone' | 'failed'>;
+}
+
+export const NOTIFICATION_PORT = Symbol('NOTIFICATION_PORT');

packages/iios-service/src/notifications/notification.projector.spec.ts

@@ -0,0 +1,131 @@
+import { describe, it, expect, beforeAll, afterAll, beforeEach, vi } from 'vitest';
+import { PrismaClient } from '@prisma/client';
+import { IIOS_EVENTS, type CloudEvent } from '@insignia/iios-contracts';
+import { makeFakePorts } from '@insignia/iios-testkit';
+import { resetDb } from '../test-utils/reset-db';
+import { MessageService, type MessagePrincipal } from '../messaging/message.service';
+import { ActorResolver } from '../identity/actor.resolver';
+import { OutboxBus } from '../outbox/outbox.bus';
+import { DlqService } from '../outbox/dlq.service';
+import { ProjectionCursorService } from '../projection/projection-cursor.service';
+import { PresenceService } from './presence.service';
+import { NotificationProjector } from './notification.projector';
+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;
+const actors = new ActorResolver(asService);
+const ms = () => new MessageService(asService, makeFakePorts(), actors);
+const alice: MessagePrincipal = { userId: 'alice', orgId: 'org_demo', appId: 'portal-demo', displayName: 'Alice' };
+
+async function actorIdFor(userId: string): Promise<string> {
+  const handle = await prisma.iiosSourceHandle.findFirstOrThrow({ where: { externalId: userId } });
+  return (await prisma.iiosActorRef.findFirstOrThrow({ where: { sourceHandleId: handle.id } })).id;
+}
+async function seedSub(userId: string): Promise<string> {
+  const actorId = await actorIdFor(userId);
+  const scope = await prisma.iiosScope.findFirstOrThrow();
+  await prisma.iiosNotificationSubscription.create({ data: { scopeId: scope.id, actorId, kind: 'webpush', endpoint: `https://push/${userId}`, p256dh: 'k', auth: 'a' } });
+  return actorId;
+}
+async function sentEvents(): Promise<CloudEvent[]> {
+  const rows = await prisma.iiosOutboxEvent.findMany({ where: { eventType: IIOS_EVENTS.messageSent }, orderBy: { createdAt: 'asc' } });
+  return rows.map((r) => r.cloudEvent as unknown as CloudEvent);
+}
+function makeProjector(presence = new PresenceService(), deliverResult: 'sent' | 'gone' = 'sent') {
+  const deliver = vi.fn().mockResolvedValue(deliverResult);
+  const proj = new NotificationProjector(asService, new OutboxBus(), new DlqService(asService), new ProjectionCursorService(asService), presence, { deliver } as never);
+  return { proj, deliver, presence };
+}
+
+beforeAll(async () => { await prisma.$connect(); });
+afterAll(async () => { await prisma.$disconnect(); });
+beforeEach(async () => { await resetDb(prisma); });
+
+describe('NotificationProjector', () => {
+  it('DM: notifies the recipient (absent), never the sender', async () => {
+    const m = ms();
+    const { threadId } = await m.openThread(null, alice, { membership: 'dm' });
+    await m.addParticipant(threadId, alice, 'bob');
+    await seedSub('bob');
+    await m.send(threadId, alice, { content: 'hi bob' }, 'k1');
+    const { proj, deliver } = makeProjector();
+    await proj.onMessageSent((await sentEvents())[0]!);
+    expect(deliver).toHaveBeenCalledOnce();
+    expect(deliver.mock.calls[0][0].endpoint).toContain('push/bob');
+  });
+
+  it('group without a mention: does NOT notify', async () => {
+    const m = ms();
+    const { threadId } = await m.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
+    await m.addParticipant(threadId, alice, 'bob');
+    await seedSub('bob');
+    await m.send(threadId, alice, { content: 'hello all' }, 'k1');
+    const { proj, deliver } = makeProjector();
+    await proj.onMessageSent((await sentEvents())[0]!);
+    expect(deliver).not.toHaveBeenCalled();
+  });
+
+  it('group WITH a mention: notifies the mentioned member', async () => {
+    const m = ms();
+    const { threadId } = await m.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
+    await m.addParticipant(threadId, alice, 'bob');
+    await seedSub('bob');
+    await m.send(threadId, alice, { content: 'hey @bob' }, 'k1', undefined, undefined, ['bob']);
+    const { proj, deliver } = makeProjector();
+    await proj.onMessageSent((await sentEvents())[0]!);
+    expect(deliver).toHaveBeenCalledOnce();
+  });
+
+  it('group reply-to-you: notifies the parent author even without a mention', async () => {
+    const m = ms();
+    const bob: MessagePrincipal = { userId: 'bob', orgId: 'org_demo', appId: 'portal-demo', displayName: 'Bob' };
+    const { threadId } = await m.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
+    await m.addParticipant(threadId, alice, 'bob');
+    await seedSub('bob');
+    const parent = await m.send(threadId, bob, { content: 'question?' }, 'k1'); // bob authors the parent
+    await m.send(threadId, alice, { content: 'answer' }, 'k2', undefined, parent.id); // alice replies to bob (no mention)
+    const { proj, deliver } = makeProjector();
+    const evs = await sentEvents();
+    await proj.onMessageSent(evs[evs.length - 1]!); // project the reply
+    expect(deliver).toHaveBeenCalledOnce();
+    expect(deliver.mock.calls[0][0].endpoint).toContain('push/bob');
+  });
+
+  it('presence gate: a recipient viewing the thread is NOT notified', async () => {
+    const m = ms();
+    const { threadId } = await m.openThread(null, alice, { membership: 'dm' });
+    await m.addParticipant(threadId, alice, 'bob');
+    await seedSub('bob');
+    await m.send(threadId, alice, { content: 'hi' }, 'k1');
+    const presence = new PresenceService();
+    presence.setFocus('sockB', 'bob', threadId);
+    const { proj, deliver } = makeProjector(presence);
+    await proj.onMessageSent((await sentEvents())[0]!);
+    expect(deliver).not.toHaveBeenCalled();
+  });
+
+  it('mute gate: a muted recipient is NOT notified', async () => {
+    const m = ms();
+    const { threadId } = await m.openThread(null, alice, { membership: 'dm' });
+    await m.addParticipant(threadId, alice, 'bob');
+    const bobActorId = await seedSub('bob');
+    await prisma.iiosThreadParticipant.update({ where: { threadId_actorId: { threadId, actorId: bobActorId } }, data: { muted: true } });
+    await m.send(threadId, alice, { content: 'hi' }, 'k1');
+    const { proj, deliver } = makeProjector();
+    await proj.onMessageSent((await sentEvents())[0]!);
+    expect(deliver).not.toHaveBeenCalled();
+  });
+
+  it('prunes a subscription that returns "gone"', async () => {
+    const m = ms();
+    const { threadId } = await m.openThread(null, alice, { membership: 'dm' });
+    await m.addParticipant(threadId, alice, 'bob');
+    await seedSub('bob');
+    await m.send(threadId, alice, { content: 'hi' }, 'k1');
+    const { proj } = makeProjector(new PresenceService(), 'gone');
+    await proj.onMessageSent((await sentEvents())[0]!);
+    expect(await prisma.iiosNotificationSubscription.count()).toBe(0);
+  });
+});

packages/iios-service/src/notifications/notification.projector.ts

@@ -0,0 +1,114 @@
+import { Inject, Injectable, OnModuleInit } from '@nestjs/common';
+import { CloudEvent, IIOS_EVENTS } from '@insignia/iios-contracts';
+import { PrismaService } from '../prisma/prisma.service';
+import { OutboxBus } from '../outbox/outbox.bus';
+import { DlqService } from '../outbox/dlq.service';
+import { ProjectionCursorService } from '../projection/projection-cursor.service';
+import { PresenceService } from './presence.service';
+import { NOTIFICATION_PORT, type NotificationPort } from './notification.port';
+
+interface MsgData {
+  interactionId: string;
+  threadId: string;
+  senderActorId: string;
+  mentions?: string[];
+}
+
+/**
+ * Turns `message.sent` into push notifications for absent recipients. Three gates:
+ *   1. policy   — DM always; group only if @mentioned or a reply to that recipient
+ *   2. presence — skip if the recipient is currently focused on that thread
+ *   3. mute     — skip if the recipient muted the thread
+ * Then dispatches to each of the recipient's subscriptions; a 'gone' result prunes it.
+ * Idempotent per event id (same pattern as InboxProjector). Generic: DM-vs-group is read
+ * from the opaque `membership` thread attribute here in the notification *policy*, not the kernel.
+ */
+@Injectable()
+export class NotificationProjector implements OnModuleInit {
+  private readonly consumer = 'notification-projector';
+
+  constructor(
+    private readonly prisma: PrismaService,
+    private readonly bus: OutboxBus,
+    private readonly dlq: DlqService,
+    private readonly cursor: ProjectionCursorService,
+    private readonly presence: PresenceService,
+    @Inject(NOTIFICATION_PORT) private readonly port: NotificationPort,
+  ) {}
+
+  onModuleInit(): void {
+    this.dlq.registerHandler(this.consumer, (e) => this.onMessageSent(e));
+    this.bus.on(IIOS_EVENTS.messageSent, (p) =>
+      void this.onMessageSent(p as CloudEvent).catch((err) => this.dlq.onConsumerFailure(this.consumer, p as CloudEvent, err)),
+    );
+  }
+
+  async onMessageSent(event: CloudEvent): Promise<void> {
+    if (!(await this.claim(event.id))) return; // duplicate → no apply, no cursor advance
+    await this.apply(event);
+    await this.cursor.advance(this.consumer, event);
+  }
+
+  private async apply(event: CloudEvent): Promise<void> {
+    const data = event.data as MsgData;
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: data.threadId } });
+    if (!thread) return;
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+
+    const interaction = await this.prisma.iiosInteraction.findUnique({
+      where: { id: data.interactionId },
+      include: { parts: { where: { kind: 'TEXT' }, take: 1 }, actor: { include: { sourceHandle: true } } },
+    });
+    const senderName = interaction?.actor?.sourceHandle?.externalId ?? 'Someone';
+    const body = interaction?.parts[0]?.bodyText ?? 'sent an attachment';
+    const mentions = data.mentions ?? [];
+
+    // Parent author (for reply-to-you) — one lookup.
+    let parentAuthorActorId: string | null = null;
+    if (interaction?.parentInteractionId) {
+      const parent = await this.prisma.iiosInteraction.findUnique({
+        where: { id: interaction.parentInteractionId },
+        select: { actorId: true },
+      });
+      parentAuthorActorId = parent?.actorId ?? null;
+    }
+
+    const participants = await this.prisma.iiosThreadParticipant.findMany({
+      where: { threadId: data.threadId },
+      include: { actor: { include: { sourceHandle: true } } },
+    });
+
+    for (const p of participants) {
+      if (p.actorId === data.senderActorId) continue; // never the sender
+      const userId = p.actor?.sourceHandle?.externalId;
+
+      // gate 1 — policy
+      const mentioned = userId != null && mentions.includes(userId);
+      const repliedToMe = parentAuthorActorId != null && parentAuthorActorId === p.actorId;
+      if (!(membership === 'dm' || mentioned || repliedToMe)) continue;
+
+      // gate 2 — presence
+      if (userId && this.presence.isViewing(userId, data.threadId)) continue;
+
+      // gate 3 — mute
+      if (p.muted) continue;
+
+      const subs = await this.prisma.iiosNotificationSubscription.findMany({ where: { actorId: p.actorId } });
+      for (const s of subs) {
+        const result = await this.port.deliver(
+          { endpoint: s.endpoint, p256dh: s.p256dh, auth: s.auth },
+          { title: senderName, body, data: { threadId: data.threadId, interactionId: data.interactionId } },
+        );
+        if (result === 'gone') await this.prisma.iiosNotificationSubscription.delete({ where: { id: s.id } });
+      }
+    }
+  }
+
+  private async claim(eventId: string): Promise<boolean> {
+    const res = await this.prisma.iiosProcessedEvent.createMany({
+      data: [{ consumerName: this.consumer, eventId }],
+      skipDuplicates: true,
+    });
+    return res.count > 0;
+  }
+}

packages/iios-service/src/notifications/presence.service.spec.ts

@@ -0,0 +1,24 @@
+import { describe, it, expect } from 'vitest';
+import { PresenceService } from './presence.service';
+
+describe('PresenceService', () => {
+  it('reports viewing only for the focused thread, and clears on disconnect', () => {
+    const p = new PresenceService();
+    expect(p.isViewing('alice', 'T1')).toBe(false);
+    p.setFocus('sock1', 'alice', 'T1');
+    expect(p.isViewing('alice', 'T1')).toBe(true);
+    expect(p.isViewing('alice', 'T2')).toBe(false); // joined-elsewhere ≠ viewing
+    p.setFocus('sock1', 'alice', 'T2'); // moved focus
+    expect(p.isViewing('alice', 'T1')).toBe(false);
+    expect(p.isViewing('alice', 'T2')).toBe(true);
+    p.clearSocket('sock1');
+    expect(p.isViewing('alice', 'T2')).toBe(false);
+  });
+
+  it('any of the actor’s sockets counts as viewing', () => {
+    const p = new PresenceService();
+    p.setFocus('sockA', 'bob', 'T9');
+    p.setFocus('sockB', 'bob', null); // a second tab, no focus
+    expect(p.isViewing('bob', 'T9')).toBe(true);
+  });
+});

packages/iios-service/src/notifications/presence.service.ts

@@ -0,0 +1,25 @@
+import { Injectable } from '@nestjs/common';
+
+/**
+ * In-memory focus tracker (single instance). Keyed on userId (the stable externalId the
+ * gateway has as principal.userId). NOTE: room membership ≠ viewing — the sidebar joins
+ * every thread room for live updates, so presence uses an explicit `focus_thread` signal.
+ * Prod (multi-replica): back this with Redis.
+ */
+@Injectable()
+export class PresenceService {
+  private readonly focus = new Map<string, { userId: string; threadId: string | null }>(); // socketId → focus
+
+  setFocus(socketId: string, userId: string, threadId: string | null): void {
+    this.focus.set(socketId, { userId, threadId });
+  }
+
+  clearSocket(socketId: string): void {
+    this.focus.delete(socketId);
+  }
+
+  isViewing(userId: string, threadId: string): boolean {
+    for (const f of this.focus.values()) if (f.userId === userId && f.threadId === threadId) return true;
+    return false;
+  }
+}

packages/iios-service/src/notifications/web-push.delivery.spec.ts

@@ -0,0 +1,34 @@
+import { describe, it, expect, vi } from 'vitest';
+import { WebPushDelivery } from './web-push.delivery';
+
+const sub = { endpoint: 'https://push/x', p256dh: 'k', auth: 'a' };
+const payload = { title: 'Bob', body: 'hi', data: { threadId: 'T1' } };
+const vapid = { publicKey: 'p', privateKey: 'k', subject: 'mailto:x' };
+
+describe('WebPushDelivery', () => {
+  it('returns "sent" on success', async () => {
+    const send = vi.fn().mockResolvedValue({ statusCode: 201 });
+    const d = new WebPushDelivery(vapid, send as never);
+    expect(await d.deliver(sub, payload)).toBe('sent');
+    expect(send).toHaveBeenCalledOnce();
+  });
+
+  it('returns "gone" on 404/410 so the caller prunes', async () => {
+    const d410 = new WebPushDelivery(vapid, vi.fn().mockRejectedValue({ statusCode: 410 }) as never);
+    expect(await d410.deliver(sub, payload)).toBe('gone');
+    const d404 = new WebPushDelivery(vapid, vi.fn().mockRejectedValue({ statusCode: 404 }) as never);
+    expect(await d404.deliver(sub, payload)).toBe('gone');
+  });
+
+  it('returns "failed" on other errors', async () => {
+    const d = new WebPushDelivery(vapid, vi.fn().mockRejectedValue({ statusCode: 500 }) as never);
+    expect(await d.deliver(sub, payload)).toBe('failed');
+  });
+
+  it('is disabled (returns "failed", never calls send) without VAPID keys', async () => {
+    const send = vi.fn();
+    const d = new WebPushDelivery(undefined, send as never);
+    expect(await d.deliver(sub, payload)).toBe('failed');
+    expect(send).not.toHaveBeenCalled();
+  });
+});

packages/iios-service/src/notifications/web-push.delivery.ts

@@ -0,0 +1,40 @@
+import { Injectable } from '@nestjs/common';
+import webpush from 'web-push';
+import type { NotificationPayload, NotificationPort, PushSub } from './notification.port';
+
+type SendFn = typeof webpush.sendNotification;
+export interface Vapid {
+  publicKey: string;
+  privateKey: string;
+  subject: string;
+}
+
+/** Web Push (VAPID) delivery. A dead subscription (404/410) → 'gone' so the caller prunes it. */
+@Injectable()
+export class WebPushDelivery implements NotificationPort {
+  private readonly vapid?: Vapid;
+
+  constructor(
+    vapid?: Vapid,
+    private readonly send: SendFn = webpush.sendNotification,
+  ) {
+    // Store VAPID; pass it per-send (not global setVapidDetails) so construction never
+    // validates keys — keeps the adapter unit-testable with a mocked transport.
+    this.vapid = vapid?.publicKey ? vapid : undefined;
+  }
+
+  async deliver(sub: PushSub, payload: NotificationPayload): Promise<'sent' | 'gone' | 'failed'> {
+    if (!this.vapid) return 'failed'; // push disabled (no VAPID keys)
+    try {
+      await this.send(
+        { endpoint: sub.endpoint, keys: { p256dh: sub.p256dh, auth: sub.auth } },
+        JSON.stringify(payload),
+        { vapidDetails: this.vapid },
+      );
+      return 'sent';
+    } catch (e) {
+      const code = (e as { statusCode?: number }).statusCode;
+      return code === 404 || code === 410 ? 'gone' : 'failed';
+    }
+  }
+}

packages/iios-service/src/platform/attestation-stores.ts

@@ -0,0 +1,76 @@
+import { Injectable } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
+import { JwksClient } from 'jwks-rsa';
+import { PrismaService } from '../prisma/prisma.service';
+import type {
+  ClientRegistryEntry,
+  ClientRegistryPort,
+  NonceStorePort,
+  PublicKeyResolverPort,
+} from './context-attestation';
+
+/** Client registry backed by Postgres (IiosClientRegistry). */
+@Injectable()
+export class PrismaClientRegistry implements ClientRegistryPort {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async find(clientId: string): Promise<ClientRegistryEntry | null> {
+    const r = await this.prisma.iiosClientRegistry.findUnique({ where: { clientId } });
+    if (!r) return null;
+    return {
+      clientId: r.clientId,
+      clientType: r.clientType,
+      allowedAppIds: r.allowedAppIds,
+      attestSecret: r.attestSecret ?? undefined,
+      jwksUri: r.jwksUri ?? undefined,
+      status: r.status === 'ACTIVE' ? 'ACTIVE' : 'DISABLED',
+    };
+  }
+}
+
+/**
+ * Nonce ledger backed by Postgres (IiosAttestationNonce). Reserve-if-absent is atomic via the
+ * unique primary key: a duplicate insert (P2002) means the nonce was already used → replay.
+ */
+@Injectable()
+export class PrismaNonceStore implements NonceStorePort {
+  constructor(private readonly prisma: PrismaService) {}
+
+  async reserve(input: { nonce: string; clientId: string; expiresAt: Date }): Promise<boolean> {
+    try {
+      await this.prisma.iiosAttestationNonce.create({ data: input });
+      return true;
+    } catch (e) {
+      if (e instanceof Prisma.PrismaClientKnownRequestError && e.code === 'P2002') return false; // already seen
+      throw e;
+    }
+  }
+}
+
+/**
+ * Resolves a client's public signing key from its JWKS (prod ES256 path). Keeps ONE JwksClient
+ * per jwksUri — the client caches keys and refetches on a cache miss (so key rotation is picked up
+ * without a restart). Returns null on any failure so the verifier fails closed with NO_KEY.
+ */
+@Injectable()
+export class JwksPublicKeyResolver implements PublicKeyResolverPort {
+  private readonly clients = new Map<string, JwksClient>();
+
+  private clientFor(jwksUri: string): JwksClient {
+    let c = this.clients.get(jwksUri);
+    if (!c) {
+      c = new JwksClient({ jwksUri, cache: true, cacheMaxEntries: 8, cacheMaxAge: 10 * 60_000, rateLimit: true, jwksRequestsPerMinute: 12 });
+      this.clients.set(jwksUri, c);
+    }
+    return c;
+  }
+
+  async resolve(jwksUri: string, kid: string): Promise<string | null> {
+    try {
+      const key = await this.clientFor(jwksUri).getSigningKey(kid);
+      return key.getPublicKey(); // PEM (SPKI) — works for EC (ES256) and RSA keys
+    } catch {
+      return null; // unknown kid / unreachable JWKS / malformed key → fail closed
+    }
+  }
+}

packages/iios-service/src/platform/attestation.module.ts

@@ -0,0 +1,45 @@
+import { Global, Module, type OnModuleInit } from '@nestjs/common';
+import { PrismaService } from '../prisma/prisma.service';
+import { ContextAttestationVerifier } from './context-attestation';
+import { PrismaClientRegistry, PrismaNonceStore, JwksPublicKeyResolver } from './attestation-stores';
+import { ContextAttestationGuard } from './context-attestation.guard';
+
+/**
+ * Wires the context-attestation trust layer into DI and exposes the guard globally so any
+ * controller can enforce the three-proof gate. Also dev-seeds a registered client so locally
+ * minted attestations verify (prod registers clients out-of-band).
+ */
+@Global()
+@Module({
+  providers: [
+    PrismaClientRegistry,
+    PrismaNonceStore,
+    JwksPublicKeyResolver,
+    {
+      provide: ContextAttestationVerifier,
+      useFactory: (reg: PrismaClientRegistry, nonces: PrismaNonceStore, keys: JwksPublicKeyResolver) =>
+        new ContextAttestationVerifier(reg, nonces, { audience: process.env.IIOS_ATTESTATION_AUDIENCE ?? 'iios-core' }, keys),
+      inject: [PrismaClientRegistry, PrismaNonceStore, JwksPublicKeyResolver],
+    },
+    ContextAttestationGuard,
+  ],
+  exports: [ContextAttestationVerifier, ContextAttestationGuard],
+})
+export class AttestationModule implements OnModuleInit {
+  constructor(private readonly prisma: PrismaService) {}
+
+  /** Dev seed: register the CRM support client so an attestation signed with the shared dev
+   *  secret verifies locally. Gated by IIOS_DEV_TOKENS + IIOS_ATTESTATION_DEV_SECRET; best-effort. */
+  async onModuleInit(): Promise<void> {
+    if (process.env.IIOS_DEV_TOKENS !== '1') return;
+    const secret = process.env.IIOS_ATTESTATION_DEV_SECRET;
+    if (!secret) return;
+    await this.prisma.iiosClientRegistry
+      .upsert({
+        where: { clientId: 'appshell-crm' },
+        create: { clientId: 'appshell-crm', clientType: 'APPSHELL', allowedAppIds: ['crm-web'], attestSecret: secret, status: 'ACTIVE' },
+        update: { clientType: 'APPSHELL', attestSecret: secret, allowedAppIds: ['crm-web'], status: 'ACTIVE' },
+      })
+      .catch(() => undefined);
+  }
+}

packages/iios-service/src/platform/context-attestation.guard.spec.ts

@@ -0,0 +1,96 @@
+import { describe, it, expect, afterEach } from 'vitest';
+import { ForbiddenException, type ExecutionContext } from '@nestjs/common';
+import { ContextAttestationGuard } from './context-attestation.guard';
+import {
+  ContextAttestationVerifier,
+  signDevAttestation,
+  type ClientRegistryPort,
+  type NonceStorePort,
+} from './context-attestation';
+import type { SessionVerifier } from './session.verifier';
+
+const SECRET = 'appshell-dev-signing-key';
+
+// SessionVerifier stand-in: the token always resolves to app "crm-web".
+const fakeSession = {
+  verify: () => ({ userId: 'agent_1', appId: 'crm-web', orgId: 'org', tenantId: 'tnt', displayName: 'A' }),
+} as unknown as SessionVerifier;
+
+const registryFor = (): ClientRegistryPort => ({
+  find: async (id) =>
+    id === 'appshell-crm'
+      ? { clientId: 'appshell-crm', clientType: 'APPSHELL', allowedAppIds: ['crm-web'], attestSecret: SECRET, status: 'ACTIVE' }
+      : null,
+});
+const freshNonces = (): NonceStorePort => {
+  const seen = new Set<string>();
+  return { reserve: async ({ nonce }) => (seen.has(nonce) ? false : (seen.add(nonce), true)) };
+};
+
+function makeGuard(): ContextAttestationGuard {
+  const verifier = new ContextAttestationVerifier(registryFor(), freshNonces(), { audience: 'iios-core' });
+  return new ContextAttestationGuard(fakeSession, verifier);
+}
+
+// A guard whose actor token resolves to `tokenApp` — used to test attestation↔token app binding.
+function makeGuardForApp(tokenApp: string): ContextAttestationGuard {
+  const session = {
+    verify: () => ({ userId: 'agent_1', appId: tokenApp, orgId: 'org', tenantId: 'tnt', displayName: 'A' }),
+  } as unknown as SessionVerifier;
+  const verifier = new ContextAttestationVerifier(registryFor(), freshNonces(), { audience: 'iios-core' });
+  return new ContextAttestationGuard(session, verifier);
+}
+
+function ctxWith(headers: Record<string, string>): ExecutionContext {
+  return { switchToHttp: () => ({ getRequest: () => ({ headers }) }) } as unknown as ExecutionContext;
+}
+
+function att(over: Record<string, unknown> = {}, secret = SECRET): string {
+  return signDevAttestation(
+    { issuer: 'appshell.crm', audience: 'iios-core', clientId: 'appshell-crm', appId: 'crm-web', nonce: `n_${Math.random()}`, ...over },
+    secret,
+  );
+}
+
+describe('ContextAttestationGuard (three-proof gate on the request path)', () => {
+  afterEach(() => { delete process.env.IIOS_REQUIRE_ATTESTATION; });
+
+  it('allows a request with no attestation when NOT required (dev / zero-trust)', async () => {
+    expect(await makeGuard().canActivate(ctxWith({}))).toBe(true);
+  });
+
+  it('rejects a request with no attestation when IIOS_REQUIRE_ATTESTATION=1', async () => {
+    process.env.IIOS_REQUIRE_ATTESTATION = '1';
+    await expect(makeGuard().canActivate(ctxWith({}))).rejects.toBeInstanceOf(ForbiddenException);
+  });
+
+  it('allows a valid attestation bound to the token app', async () => {
+    const headers = { authorization: 'Bearer tok', 'x-context-attestation': att() };
+    expect(await makeGuard().canActivate(ctxWith(headers))).toBe(true);
+  });
+
+  it('rejects a forged attestation (wrong signing key) — stolen-context defense', async () => {
+    const headers = { authorization: 'Bearer tok', 'x-context-attestation': att({ nonce: 'n_forge' }, 'attacker-key') };
+    await expect(makeGuard().canActivate(ctxWith(headers))).rejects.toBeInstanceOf(ForbiddenException);
+  });
+
+  it('rejects a replayed attestation (same nonce twice)', async () => {
+    const guard = makeGuard();
+    const headers = { authorization: 'Bearer tok', 'x-context-attestation': att({ nonce: 'n_replay' }) };
+    expect(await guard.canActivate(ctxWith(headers))).toBe(true);
+    await expect(guard.canActivate(ctxWith({ ...headers }))).rejects.toBeInstanceOf(ForbiddenException);
+  });
+
+  // ── doc rejection matrix: "valid token + wrong client/context → reject" ──
+  it('rejects a valid attestation whose app binding != the actor token app (stolen context reused by another app)', async () => {
+    // Attestation is validly signed for app crm-web, but the presented actor token is for a different app.
+    const headers = { authorization: 'Bearer tok', 'x-context-attestation': att({ nonce: 'n_appmix' }) };
+    await expect(makeGuardForApp('other-app').canActivate(ctxWith(headers))).rejects.toThrow(/APP_MISMATCH/);
+  });
+
+  // ── doc rejection matrix: "valid token + wrong audience → reject before business logic" ──
+  it('rejects an attestation minted for another service (audience != iios-core) replayed at IIOS', async () => {
+    const headers = { authorization: 'Bearer tok', 'x-context-attestation': att({ nonce: 'n_aud', audience: 'some-other-service' }) };
+    await expect(makeGuard().canActivate(ctxWith(headers))).rejects.toThrow(/WRONG_AUDIENCE/);
+  });
+});

packages/iios-service/src/platform/context-attestation.guard.ts

@@ -0,0 +1,52 @@
+import { type CanActivate, type ExecutionContext, ForbiddenException, Injectable } from '@nestjs/common';
+import type { Request } from 'express';
+import { SessionVerifier } from './session.verifier';
+import { ContextAttestationVerifier } from './context-attestation';
+
+/**
+ * The July 12 three-proof gate on the request path. Proof #1 (a valid actor token) is done by
+ * the controllers; proof #2 (workload/mTLS) is the mesh's job in prod. This guard adds proof #3:
+ * a signed CONTEXT ATTESTATION from an authorized parent (AppShell etc.).
+ *
+ * Behaviour (safe rollout):
+ *   • attestation header present → verify it; the attestation's app_id must match the actor
+ *     token's app_id. Any failure → 403.
+ *   • attestation header absent  → allowed ONLY when not required (dev / a zero-trust standalone
+ *     caller that IIOS checks fully itself). With `IIOS_REQUIRE_ATTESTATION=1`, absence is a 403.
+ *
+ * The requirement is read per-request so it can be toggled without restarts and stays OFF by
+ * default — existing callers that don't send an attestation keep working until the rollout flips.
+ */
+@Injectable()
+export class ContextAttestationGuard implements CanActivate {
+  constructor(
+    private readonly session: SessionVerifier,
+    private readonly attest: ContextAttestationVerifier,
+  ) {}
+
+  async canActivate(ctx: ExecutionContext): Promise<boolean> {
+    const required = process.env.IIOS_REQUIRE_ATTESTATION === '1';
+    const req = ctx.switchToHttp().getRequest<Request>();
+    const raw = req.headers['x-context-attestation'];
+    const attestation = Array.isArray(raw) ? raw[0] : raw;
+
+    if (!attestation) {
+      if (required) throw new ForbiddenException('context attestation required');
+      return true; // dev / zero-trust: the actor token is still enforced downstream
+    }
+
+    // Bind the attestation to the token's app_id, so a stolen attestation for another app fails.
+    const auth = req.headers['authorization'] ?? '';
+    const token = String(auth).replace(/^Bearer\s+/i, '');
+    let appId: string;
+    try {
+      appId = this.session.verify(token).appId ?? '';
+    } catch {
+      throw new ForbiddenException('invalid actor token');
+    }
+
+    const result = await this.attest.verify(attestation, appId);
+    if (!result.ok) throw new ForbiddenException(`context attestation rejected: ${result.reason}`);
+    return true;
+  }
+}

packages/iios-service/src/platform/context-attestation.spec.ts

@@ -0,0 +1,193 @@
+import { describe, it, expect, beforeAll, afterAll } from 'vitest';
+import { generateKeyPairSync } from 'node:crypto';
+import { PrismaClient } from '@prisma/client';
+import {
+  ContextAttestationVerifier,
+  signDevAttestation,
+  signDevAttestationES256,
+  type ClientRegistryEntry,
+  type ClientRegistryPort,
+  type NonceStorePort,
+  type PublicKeyResolverPort,
+} from './context-attestation';
+import { PrismaNonceStore } from './attestation-stores';
+import type { PrismaService } from '../prisma/prisma.service';
+
+const APPSHELL_SECRET = 'appshell-dev-signing-key';
+const AUD = 'iios-core';
+const NOW = new Date('2026-07-13T12:00:00Z');
+
+// ─── in-memory fakes (fast, deterministic — no DB needed) ─────────
+function fakeRegistry(over: Partial<ClientRegistryEntry> = {}): ClientRegistryPort {
+  const entry: ClientRegistryEntry = {
+    clientId: 'appshell-crm',
+    clientType: 'SUPPORT_BFF',
+    allowedAppIds: ['crm-web'],
+    attestSecret: APPSHELL_SECRET,
+    status: 'ACTIVE',
+    ...over,
+  };
+  return { find: async (id) => (id === entry.clientId ? entry : null) };
+}
+
+function fakeNonces(): NonceStorePort {
+  const seen = new Set<string>();
+  return { reserve: async ({ nonce }) => (seen.has(nonce) ? false : (seen.add(nonce), true)) };
+}
+
+const verifier = (reg: ClientRegistryPort = fakeRegistry(), nonces: NonceStorePort = fakeNonces()) =>
+  new ContextAttestationVerifier(reg, nonces, { audience: AUD });
+
+/** A well-formed AppShell attestation, overridable per test. */
+function attest(over: Record<string, unknown> = {}, secret = APPSHELL_SECRET, at = NOW): string {
+  return signDevAttestation(
+    { issuer: 'appshell.crm', issuerType: 'APPSHELL', audience: AUD, clientId: 'appshell-crm', appId: 'crm-web', nonce: 'n_default', ...over },
+    secret,
+    at,
+  );
+}
+
+describe('ContextAttestationVerifier (July 12 trust proof)', () => {
+  it('accepts a valid attestation from a registered client for the matching app', async () => {
+    const res = await verifier().verify(attest({ nonce: 'n_ok' }), 'crm-web', NOW);
+    expect(res.ok).toBe(true);
+    if (res.ok) expect(res.attestation.clientId).toBe('appshell-crm');
+  });
+
+  // ── the five rejection cases the CEO named ──
+  it('rejects an unknown / unregistered client (wrong client)', async () => {
+    const res = await verifier().verify(attest({ clientId: 'hacker-app', nonce: 'n1' }), 'crm-web', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'UNKNOWN_CLIENT' });
+  });
+
+  it('rejects the wrong audience (token minted for another service)', async () => {
+    const res = await verifier().verify(attest({ audience: 'some-other-service', nonce: 'n2' }), 'crm-web', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'WRONG_AUDIENCE' });
+  });
+
+  it('rejects an expired attestation', async () => {
+    // signed 10 min ago with a 5 min TTL → already expired at NOW
+    const stale = attest({ nonce: 'n3', ttlSeconds: 300 }, APPSHELL_SECRET, new Date(NOW.getTime() - 600_000));
+    const res = await verifier().verify(stale, 'crm-web', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'EXPIRED' });
+  });
+
+  it('rejects a replayed nonce (same attestation used twice)', async () => {
+    const v = verifier();
+    const token = attest({ nonce: 'n_replay' });
+    const first = await v.verify(token, 'crm-web', NOW);
+    const second = await v.verify(token, 'crm-web', NOW);
+    expect(first.ok).toBe(true);
+    expect(second).toMatchObject({ ok: false, reason: 'REPLAY' });
+  });
+
+  it('rejects app mismatch: token app != attestation app', async () => {
+    const res = await verifier().verify(attest({ appId: 'crm-web', nonce: 'n4' }), 'some-other-app', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'APP_MISMATCH' });
+  });
+
+  // ── extra hardening ──
+  it('rejects a forged signature (signed with the wrong key)', async () => {
+    const res = await verifier().verify(attest({ nonce: 'n5' }, 'attacker-key'), 'crm-web', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'BAD_SIGNATURE' });
+  });
+
+  it('rejects a disabled client', async () => {
+    const res = await verifier(fakeRegistry({ status: 'DISABLED' })).verify(attest({ nonce: 'n6' }), 'crm-web', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'CLIENT_DISABLED' });
+  });
+
+  it('rejects an app the client is not allowed to attest for', async () => {
+    const reg = fakeRegistry({ allowedAppIds: ['other-app'] });
+    const res = await verifier(reg).verify(attest({ appId: 'crm-web', nonce: 'n7' }), 'crm-web', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'APP_MISMATCH' });
+  });
+});
+
+// ─── prod asymmetric path: ES256 verified via the client's JWKS ───
+describe('ContextAttestationVerifier — JWKS / ES256 (production signing path)', () => {
+  const JWKS = 'https://appshell.example/.well-known/jwks.json';
+  const KID = 'appshell-key-1';
+
+  // A real EC P-256 keypair (what AppShell would hold; only the public half is published as JWKS).
+  const { privateKey, publicKey } = generateKeyPairSync('ec', { namedCurve: 'P-256' });
+  const privPem = privateKey.export({ type: 'pkcs8', format: 'pem' }) as string;
+  const pubPem = publicKey.export({ type: 'spki', format: 'pem' }) as string;
+  const { privateKey: otherPriv } = generateKeyPairSync('ec', { namedCurve: 'P-256' });
+  const otherPrivPem = otherPriv.export({ type: 'pkcs8', format: 'pem' }) as string;
+
+  // Registry entry that verifies via JWKS (no shared secret) + a resolver that maps KID → pubkey.
+  const jwksRegistry: ClientRegistryPort = {
+    find: async (id) =>
+      id === 'appshell-crm'
+        ? { clientId: 'appshell-crm', clientType: 'APPSHELL', allowedAppIds: ['crm-web'], jwksUri: JWKS, status: 'ACTIVE' }
+        : null,
+  };
+  const resolver: PublicKeyResolverPort = { resolve: async (_uri, kid) => (kid === KID ? pubPem : null) };
+  const v = () => new ContextAttestationVerifier(jwksRegistry, fakeNonces(), { audience: AUD }, resolver);
+  // No 4th arg → no key resolver wired at all (distinct from passing undefined, which hits the default).
+  const vNoResolver = () => new ContextAttestationVerifier(jwksRegistry, fakeNonces(), { audience: AUD });
+
+  function es256(over: Record<string, unknown> = {}, priv = privPem, kid = KID): string {
+    return signDevAttestationES256(
+      { issuer: 'appshell.crm', issuerType: 'APPSHELL', audience: AUD, clientId: 'appshell-crm', appId: 'crm-web', nonce: `n_${Math.random()}`, ...over },
+      priv,
+      kid,
+      NOW,
+    );
+  }
+
+  it('accepts an ES256 attestation whose signature verifies against the JWKS', async () => {
+    const res = await v().verify(es256({ nonce: 'es_ok' }), 'crm-web', NOW);
+    expect(res.ok).toBe(true);
+    if (res.ok) expect(res.attestation.clientId).toBe('appshell-crm');
+  });
+
+  it('rejects an ES256 attestation signed with a DIFFERENT private key (forged)', async () => {
+    const res = await v().verify(es256({ nonce: 'es_forged' }, otherPrivPem), 'crm-web', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'BAD_SIGNATURE' });
+  });
+
+  it('rejects when the JWT header carries an unknown kid (no matching JWKS key)', async () => {
+    const res = await v().verify(es256({ nonce: 'es_kid' }, privPem, 'rotated-away-kid'), 'crm-web', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'NO_KEY' });
+  });
+
+  it('rejects when a JWKS client is configured but no key resolver is wired', async () => {
+    const res = await vNoResolver().verify(es256({ nonce: 'es_nores' }), 'crm-web', NOW);
+    expect(res).toMatchObject({ ok: false, reason: 'NO_KEY' });
+  });
+
+  it('still enforces audience / app / replay on the ES256 path', async () => {
+    const vv = v();
+    expect(await vv.verify(es256({ nonce: 'es_aud', audience: 'other' }), 'crm-web', NOW)).toMatchObject({ ok: false, reason: 'WRONG_AUDIENCE' });
+    expect(await vv.verify(es256({ nonce: 'es_app' }), 'some-other-app', NOW)).toMatchObject({ ok: false, reason: 'APP_MISMATCH' });
+    const tok = es256({ nonce: 'es_replay' });
+    expect((await vv.verify(tok, 'crm-web', NOW)).ok).toBe(true);
+    expect(await vv.verify(tok, 'crm-web', NOW)).toMatchObject({ ok: false, reason: 'REPLAY' });
+  });
+});
+
+// ─── DB-level atomicity of the nonce ledger ───────────────────────
+describe('PrismaNonceStore (atomic replay defense)', () => {
+  const url = process.env.DATABASE_URL ?? 'postgresql://iios:iios@localhost:5434/iios?schema=public';
+  const prisma = new PrismaClient({ datasources: { db: { url } } });
+  const store = new PrismaNonceStore(prisma as unknown as PrismaService);
+  let dbUp = false;
+
+  beforeAll(async () => {
+    try { await prisma.$connect(); dbUp = true; } catch { dbUp = false; }
+  });
+  afterAll(async () => { if (dbUp) await prisma.$disconnect(); });
+
+  it('reserves a nonce once; a second reserve of the same nonce is rejected', async (ctx) => {
+    if (!dbUp) return ctx.skip(); // DB unreachable in this environment — the in-memory REPLAY test covers the logic
+    const nonce = `n_db_${NOW.getTime()}_${Math.floor(Math.random() * 1e9)}`;
+    const expiresAt = new Date(NOW.getTime() + 300_000);
+    const first = await store.reserve({ nonce, clientId: 'appshell-crm', expiresAt });
+    const second = await store.reserve({ nonce, clientId: 'appshell-crm', expiresAt });
+    expect(first).toBe(true);
+    expect(second).toBe(false);
+    await prisma.iiosAttestationNonce.delete({ where: { nonce } }).catch(() => undefined);
+  });
+});

packages/iios-service/src/platform/context-attestation.ts

@@ -0,0 +1,190 @@
+import jwt from 'jsonwebtoken';
+
+/**
+ * The July 12 "third proof". A cryptographically valid actor token is NOT enough — a hacked
+ * app can replay a stolen one. Before IIOS processes a privileged request it must also verify
+ * a CONTEXT ATTESTATION: a short-lived, single-use, signed statement from an authorized parent
+ * (AppShell for CRM, the adapter registry for channels, Calendar for calendar) that says
+ * "this request, this client, this app, this context is genuinely mine."
+ *
+ * This module is the verifier + its two ports (client registry, nonce ledger) + a dev signer.
+ * It is intentionally decoupled from the request path so it can be unit-tested in isolation and
+ * wired into the messaging guard as a separate, gated step.
+ */
+
+/** The subset of AppShell's context-attestation envelope that IIOS verifies. */
+export interface ContextAttestation {
+  attestationId?: string;
+  issuer: string;
+  issuerType?: string; // APPSHELL | SUPPORT_BFF | ADAPTER | CALENDAR | SERVICE
+  audience: string; // must equal the configured IIOS audience
+  clientId: string; // must be a registered, ACTIVE client
+  appId: string; // must match the actor token's app_id AND be allowed for this client
+  scope?: { orgId?: string; appId?: string; tenantId?: string; buId?: string };
+  nonce: string; // single-use
+  iat?: number;
+  exp?: number; // short-lived
+}
+
+/** A registered caller allowed to attest context on behalf of one or more apps. */
+export interface ClientRegistryEntry {
+  clientId: string;
+  clientType: string;
+  allowedAppIds: string[];
+  attestSecret?: string; // dev: shared HS256 signing key (AppShell's key stand-in)
+  jwksUri?: string; // prod: verify the attestation signature asymmetrically (ES256) via this JWKS
+  status: 'ACTIVE' | 'DISABLED';
+}
+
+export interface ClientRegistryPort {
+  find(clientId: string): Promise<ClientRegistryEntry | null>;
+}
+
+export interface NonceStorePort {
+  /** Atomically reserve a nonce. Returns true if fresh, false if it was already seen (replay). */
+  reserve(input: { nonce: string; clientId: string; expiresAt: Date }): Promise<boolean>;
+}
+
+/**
+ * Resolves the PUBLIC key for a JWKS uri + key id, for the prod asymmetric (ES256) path.
+ * A port so the verifier stays network-free and unit-testable — the real impl fetches +
+ * caches the client's JWKS; tests inject a fake that returns a known key.
+ */
+export interface PublicKeyResolverPort {
+  /** Return the signing key (PEM) for `kid` at `jwksUri`, or null if it can't be resolved. */
+  resolve(jwksUri: string, kid: string): Promise<string | null>;
+}
+
+export type AttestationReason =
+  | 'MALFORMED'
+  | 'UNKNOWN_CLIENT'
+  | 'CLIENT_DISABLED'
+  | 'NO_KEY'
+  | 'BAD_SIGNATURE'
+  | 'WRONG_AUDIENCE'
+  | 'APP_MISMATCH'
+  | 'EXPIRED'
+  | 'REPLAY';
+
+export type AttestationResult =
+  | { ok: true; attestation: ContextAttestation }
+  | { ok: false; reason: AttestationReason; detail: string };
+
+export interface AttestationConfig {
+  /** The audience IIOS requires on attestations addressed to it (e.g. 'iios-core'). */
+  audience: string;
+}
+
+const deny = (reason: AttestationReason, detail: string): AttestationResult => ({ ok: false, reason, detail });
+
+export class ContextAttestationVerifier {
+  constructor(
+    private readonly registry: ClientRegistryPort,
+    private readonly nonces: NonceStorePort,
+    private readonly config: AttestationConfig,
+    /** Optional — required only for clients that verify via a JWKS (prod ES256). */
+    private readonly keys?: PublicKeyResolverPort,
+  ) {}
+
+  /**
+   * Verify an attestation against an already-verified actor token. Fail-closed: any doubt → deny.
+   * @param attestationJwt the signed attestation the parent issued
+   * @param tokenAppId     the `app_id` from the verified actor token (Level-1 proof)
+   * @param now            current time — injected so tests are deterministic
+   */
+  async verify(attestationJwt: string, tokenAppId: string, now: Date = new Date()): Promise<AttestationResult> {
+    // 1. Decode WITHOUT verifying, only to learn who claims to have signed it.
+    const claimed = jwt.decode(attestationJwt, { json: true }) as (ContextAttestation & jwt.JwtPayload) | null;
+    if (!claimed || typeof claimed !== 'object' || !claimed.clientId || !claimed.nonce) {
+      return deny('MALFORMED', 'attestation missing clientId/nonce');
+    }
+
+    // 2. The claimed client must be registered and ACTIVE.
+    const client = await this.registry.find(claimed.clientId);
+    if (!client) return deny('UNKNOWN_CLIENT', `client "${claimed.clientId}" is not registered`);
+    if (client.status !== 'ACTIVE') return deny('CLIENT_DISABLED', `client "${claimed.clientId}" is ${client.status}`);
+
+    // 3. Verify the signature with the client's key. A client verifies EITHER asymmetrically via
+    //    its published JWKS (prod: AppShell signs ES256 with a private key) OR with a shared HS256
+    //    secret (dev stand-in). ignoreExpiration so we can return a precise EXPIRED (step 6) rather
+    //    than BAD_SIGNATURE.
+    const key = await this.resolveVerificationKey(attestationJwt, client);
+    if (!key.ok) return deny(key.reason, key.detail);
+    let att: ContextAttestation & jwt.JwtPayload;
+    try {
+      att = jwt.verify(attestationJwt, key.pem, { algorithms: [key.alg], ignoreExpiration: true }) as ContextAttestation & jwt.JwtPayload;
+    } catch (e) {
+      return deny('BAD_SIGNATURE', (e as Error).message);
+    }
+
+    // 4. Audience must be IIOS — a token for another service can't be replayed at IIOS.
+    if (att.audience !== this.config.audience) return deny('WRONG_AUDIENCE', `audience "${att.audience}" != "${this.config.audience}"`);
+
+    // 5. app binding: the attestation's app must match the token's app AND be allowed for this client.
+    if (att.appId !== tokenAppId) return deny('APP_MISMATCH', `attestation app "${att.appId}" != token app "${tokenAppId}"`);
+    if (!client.allowedAppIds.includes(att.appId)) return deny('APP_MISMATCH', `client "${client.clientId}" not allowed for app "${att.appId}"`);
+
+    // 6. Freshness — attestations are short-lived.
+    const expMs = (att.exp ?? 0) * 1000;
+    if (!expMs || expMs <= now.getTime()) return deny('EXPIRED', 'attestation expired or missing exp');
+
+    // 7. Single-use — reserve the nonce. A replayed (stolen) attestation loses here. Fail-closed.
+    const fresh = await this.nonces.reserve({ nonce: att.nonce, clientId: client.clientId, expiresAt: new Date(expMs) });
+    if (!fresh) return deny('REPLAY', `nonce "${att.nonce}" already used`);
+
+    return { ok: true, attestation: att };
+  }
+
+  /**
+   * Pick the algorithm + verification key for a client. JWKS (ES256) wins when configured:
+   * read the `kid` from the JWT header and resolve the public key from the client's JWKS.
+   * Otherwise fall back to the shared HS256 dev secret. Either way returns a precise NO_KEY
+   * reason when no usable key can be obtained (fail-closed).
+   */
+  private async resolveVerificationKey(
+    attestationJwt: string,
+    client: ClientRegistryEntry,
+  ): Promise<{ ok: true; pem: string; alg: 'ES256' | 'HS256' } | { ok: false; reason: AttestationReason; detail: string }> {
+    if (client.jwksUri) {
+      if (!this.keys) return { ok: false, reason: 'NO_KEY', detail: `client "${client.clientId}" uses JWKS but no key resolver is wired` };
+      const decoded = jwt.decode(attestationJwt, { complete: true });
+      const kid = decoded && typeof decoded === 'object' ? (decoded.header?.kid as string | undefined) : undefined;
+      if (!kid) return { ok: false, reason: 'NO_KEY', detail: 'attestation header missing kid (required for JWKS)' };
+      const pem = await this.keys.resolve(client.jwksUri, kid).catch(() => null);
+      if (!pem) return { ok: false, reason: 'NO_KEY', detail: `no JWKS key for kid "${kid}"` };
+      return { ok: true, pem, alg: 'ES256' };
+    }
+    if (client.attestSecret) return { ok: true, pem: client.attestSecret, alg: 'HS256' };
+    return { ok: false, reason: 'NO_KEY', detail: `no verification key configured for "${client.clientId}"` };
+  }
+}
+
+/**
+ * DEV/TEST helper: mint a signed attestation the way AppShell would (HS256 stand-in for its
+ * signing key). Production AppShell signs asymmetrically and IIOS verifies via the client's JWKS.
+ */
+export function signDevAttestation(
+  claims: Omit<ContextAttestation, 'iat' | 'exp'> & { ttlSeconds?: number },
+  secret: string,
+  now: Date = new Date(),
+): string {
+  const { ttlSeconds = 300, ...rest } = claims;
+  const iat = Math.floor(now.getTime() / 1000);
+  return jwt.sign({ ...rest, iat, exp: iat + ttlSeconds }, secret, { algorithm: 'HS256' });
+}
+
+/**
+ * DEV/TEST helper: mint an attestation signed ASYMMETRICALLY (ES256), the way production AppShell
+ * does. `privateKeyPem` is a PKCS#8 EC private key; `kid` is stamped into the JWT header so the
+ * verifier can pick the matching public key from the client's JWKS.
+ */
+export function signDevAttestationES256(
+  claims: Omit<ContextAttestation, 'iat' | 'exp'> & { ttlSeconds?: number },
+  privateKeyPem: string,
+  kid: string,
+  now: Date = new Date(),
+): string {
+  const { ttlSeconds = 300, ...rest } = claims;
+  const iat = Math.floor(now.getTime() / 1000);
+  return jwt.sign({ ...rest, iat, exp: iat + ttlSeconds }, privateKeyPem, { algorithm: 'ES256', keyid: kid });
+}

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

@@ -0,0 +1,74 @@
+import { describe, it, expect } from 'vitest';
+import { DevOpaPort } from './dev-opa.port';
+
+const opa = new DevOpaPort();
+
+describe('DevOpaPort (dev policy plane — membership rules)', () => {
+  it('allows every existing action by default (thread create/read, message send)', async () => {
+    for (const action of ['iios.thread.create', 'iios.thread.read', 'iios.message.send', undefined]) {
+      expect((await opa.decide({ action })).allow).toBe(true);
+    }
+  });
+
+  it('DM is capped at two: adding a 2nd is allowed, a 3rd is denied', async () => {
+    const add = (participantCount: number) =>
+      opa.decide({ action: 'iios.thread.participant.add', membership: 'dm', callerRole: 'MEMBER', participantCount });
+    expect((await add(1)).allow).toBe(true); // 1 → adding the 2nd
+    const third = await add(2); // 2 → adding a 3rd
+    expect(third.allow).toBe(false);
+    expect(third.obligations[0]?.reason).toMatch(/two people/);
+  });
+
+  it('adding a participant requires the caller be a member', async () => {
+    const d = await opa.decide({ action: 'iios.thread.participant.add', membership: 'group', callerRole: 'NONE', participantCount: 3 });
+    expect(d.allow).toBe(false);
+    expect(d.obligations[0]?.reason).toMatch(/member/);
+  });
+
+  it('group add/remove requires ADMIN', async () => {
+    const asMember = await opa.decide({ action: 'iios.thread.participant.add', membership: 'group', callerRole: 'MEMBER', participantCount: 3 });
+    expect(asMember.allow).toBe(false);
+    expect(asMember.obligations[0]?.reason).toMatch(/admin/);
+    const asAdmin = await opa.decide({ action: 'iios.thread.participant.add', membership: 'group', callerRole: 'ADMIN', participantCount: 3 });
+    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('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);
+    // a membership (chat) thread → existing member allowed, stranger denied
+    expect((await opa.decide({ action: 'iios.thread.join', membership: 'group', alreadyMember: true })).allow).toBe(true);
+    const stranger = await opa.decide({ action: 'iios.thread.join', membership: 'group', alreadyMember: false });
+    expect(stranger.allow).toBe(false);
+    expect(stranger.obligations[0]?.reason).toMatch(/not a member/);
+  });
+});

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

@@ -0,0 +1,78 @@
+import type { PolicyDecision } from '@insignia/iios-contracts';
+
+/**
+ * Dev stand-in for the real OPA policy plane. It evaluates a small **policy table**
+ * against the generic `{ action, ...context }` the kernel passes to `opa.decide`.
+ * Everything defaults to ALLOW (so existing actions are unchanged); only the rules
+ * below deny. This is the *policy plane*, NOT the kernel — the chat meaning of "dm"
+ * vs "group" lives here as policy, and a real OPA drops in behind the same interface.
+ */
+export interface OpaInput {
+  action?: string;
+  membership?: string; // app-set generic thread attribute: 'dm' | 'group'
+  participantCount?: number;
+  callerRole?: string; // 'MEMBER' | 'ADMIN'
+  alreadyMember?: boolean;
+  isMember?: boolean;
+  mime?: string;
+  sizeBytes?: number;
+  [k: string]: unknown;
+}
+
+const MEDIA_MAX_BYTES = 25 * 1024 * 1024;
+const MEDIA_ALLOWED = /^(image|video|audio)\//;
+const MEDIA_ALLOWED_DOCS = new Set([
+  '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',
+]);
+
+const allow = (): PolicyDecision => ({ decisionRef: 'dev-allow', allow: true, obligations: [], ttlSeconds: 60 });
+const deny = (reason: string): PolicyDecision => ({ decisionRef: 'dev-deny', allow: false, obligations: [{ kind: 'AUDIT', reason }], ttlSeconds: 0 });
+
+export class DevOpaPort {
+  async decide(input: unknown): Promise<PolicyDecision> {
+    const i = (input ?? {}) as OpaInput;
+    switch (i.action) {
+      case 'iios.thread.participant.add': {
+        const count = i.participantCount ?? 0;
+        if (i.membership === 'dm' && count >= 2) return deny('a direct message is limited to two people');
+        if (i.callerRole !== 'MEMBER' && i.callerRole !== 'ADMIN') return deny('only a member can add participants');
+        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. For a governed
+        // thread, new members must be added first (governed add-participant).
+        if (!i.membership) return allow();
+        return i.alreadyMember ? allow() : deny('you are not a member of this thread');
+      }
+      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');
+      }
+      case 'iios.media.upload': {
+        const mime = i.mime ?? '';
+        if ((i.sizeBytes ?? 0) > MEDIA_MAX_BYTES) return deny('file too large (max 25 MB)');
+        if (!MEDIA_ALLOWED.test(mime) && !MEDIA_ALLOWED_DOCS.has(mime)) return deny(`file type not allowed: ${mime || 'unknown'}`);
+        return allow();
+      }
+      default:
+        return allow();
+    }
+  }
+}

packages/iios-service/src/platform/platform-ports.ts

@@ -1,10 +1,10 @@
 import type {
   IiosPlatformPorts,
   PlatformPrincipal,
-  PolicyDecision,
   ContextDecisionBundle,
   SourceHandleResolution,
 } from '@insignia/iios-contracts';
+import { DevOpaPort } from './dev-opa.port';
 
 /** DI token for the platform ports (Session/OPA/CMP/MDM/CRRE/SAS/Capability). */
 export const PLATFORM_PORTS = Symbol('PLATFORM_PORTS');
@@ -22,11 +22,8 @@ export class LocalDevPorts implements IiosPlatformPorts {
       return { principalRef: 'local-dev', orgId: 'org_demo', appId: 'portal-demo', assurance: 'service' };
     },
   };
-  opa = {
+  // Dev policy plane: default-allow + the membership rules (real OPA swaps in here).
-    async decide(_input: unknown): Promise<PolicyDecision> {
+  opa = new DevOpaPort();
-      return { decisionRef: 'local-allow', allow: true, obligations: [], ttlSeconds: 60 };
-    },
-  };
   cmp = {
     async checkPurpose(_input: unknown): Promise<{ receiptRef?: string; status: 'ALLOW' | 'DENY' | 'NOT_REQUIRED' }> {
       return { status: 'NOT_REQUIRED' };

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

@@ -1,10 +1,19 @@
 import { Global, Module } from '@nestjs/common';
+import { APP_GUARD } from '@nestjs/core';
 import { PLATFORM_PORTS, LocalDevPorts } from './platform-ports';
+import { RealtimeTokenRestGuard } from './realtime-token.guard';
 
-/** Binds the platform ports (P1: the permissive in-service default). */
+/**
+ * Binds the platform ports (P1: the permissive in-service default), and registers the
+ * realtime-delegation REST guard globally — a socket-scoped token must not drive REST on ANY
+ * route, so it can't be per-controller (see realtime-token.guard).
+ */
 @Global()
 @Module({
-  providers: [{ provide: PLATFORM_PORTS, useClass: LocalDevPorts }],
+  providers: [
+    { provide: PLATFORM_PORTS, useClass: LocalDevPorts },
+    { provide: APP_GUARD, useClass: RealtimeTokenRestGuard },
+  ],
   exports: [PLATFORM_PORTS],
 })
 export class PlatformModule {}

packages/iios-service/src/platform/policy-denied.filter.ts

@@ -0,0 +1,16 @@
+import { ArgumentsHost, Catch, HttpStatus, type ExceptionFilter } from '@nestjs/common';
+import { PolicyDeniedError } from '@insignia/iios-contracts';
+import type { Response } from 'express';
+
+/**
+ * Maps a fail-closed `PolicyDeniedError` (from `decideOrThrow`) to HTTP 403 instead of a
+ * generic 500, so callers can tell "policy denied" (with the reason) from a server fault.
+ * Applies to every policy-gated REST endpoint (e.g. the DM-cap / membership rules).
+ */
+@Catch(PolicyDeniedError)
+export class PolicyDeniedFilter implements ExceptionFilter {
+  catch(err: PolicyDeniedError, host: ArgumentsHost): void {
+    const res = host.switchToHttp().getResponse<Response>();
+    res.status(HttpStatus.FORBIDDEN).json({ statusCode: 403, code: err.code, message: err.message });
+  }
+}