Merge pull request 'feat(media): allow HTML/Markdown/CSV uploads; serve scriptable types as downloads' (#5) from feat/s3-storage into dev

Reviewed-on: #5

.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/deploy-iios-service.yml

@@ -42,7 +42,6 @@ jobs:
 
       - name: Bump k8s-pods image tag (ArgoCD deploys)
         run: |
-          rm -rf /tmp/kp   # dind-builder is a persistent host: clear any stale checkout from a prior 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

.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

@@ -54,6 +54,10 @@ for the full, commented list. Highlights:
   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.

docs/IIOS_API_AND_SDK_GUIDE.md

@@ -243,6 +243,54 @@ sequenceDiagram
 
 ---
 
+### 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
 
 Two layers: a low-level `RestClient` (+ socket) and per-domain React hook packages.
@@ -256,6 +304,7 @@ Methods (all return typed promises):
 - **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)`
@@ -333,7 +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` (192 tests). Import-boundary check: `pnpm boundary`.
+Automated unit/integration suite: `pnpm test` (205 tests). Import-boundary check: `pnpm boundary`.
 
 ---
 
@@ -358,6 +407,7 @@ Automated unit/integration suite: `pnpm test` (192 tests). Import-boundary check
 | `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 |

docs/IIOS_OVERVIEW_FOR_CEO.md

@@ -159,9 +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:** 192 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, and media sharing** (images/video/audio/docs on a swappable storage port). Each was a thin, generic addition — no chat-specific logic in the kernel — which is the reuse thesis paying off.
+**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.
 
 ---
 
@@ -177,4 +177,4 @@ Narrative arc for the CEO: **one engine → chat → inbox → support → chann
 
 ---
 
-*Appendix — repo facts: 11 packages, 6 demo apps, one NestJS service, 53 Postgres tables across 19 migrations (kernel → messaging → inbox → support → adapters → routing → ai → calendar → annotations/mentions → media). Boundary-enforced dependency law; 192 passing tests; 8+ end-to-end smoke scripts. First real-provider swap live: Supabase auth (JWKS-verified) + a media storage port.*
+*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",
@@ -24,16 +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",
-    "web-push": "^3.6.7",
+    "web-push": "^3.6.7"
-    "@opentelemetry/api": "^1.9.1",
-    "@opentelemetry/sdk-node": "^0.220.0",
-    "@opentelemetry/auto-instrumentations-node": "^0.78.0"
   },
   "devDependencies": {
     "@insignia/iios-testkit": "workspace:*",
@@ -42,6 +43,7 @@
     "@types/express": "^5.0.6",
     "@types/jsonwebtoken": "^9.0.10",
     "@types/node": "^26.0.1",
+    "@types/nodemailer": "^8.0.1",
     "@types/web-push": "^3.6.4",
     "socket.io-client": "^4.8.3",
     "typescript": "^5.7.3"

packages/iios-service/prisma/migrations/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

@@ -96,6 +96,12 @@ enum IiosInboxState {
   STALE
 }
 
+enum IiosTemplateChannel {
+  EMAIL
+  SMS
+  INTERNAL
+}
+
 enum IiosTicketState {
   NEW
   OPEN
@@ -310,6 +316,7 @@ model IiosScope {
   tickets       IiosTicket[]
   callbacks     IiosCallbackRequest[]
   notificationSubscriptions IiosNotificationSubscription[]
+  messageTemplates IiosMessageTemplate[]
 
   @@index([orgId, appId, tenantId])
 }
@@ -677,6 +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())
@@ -834,6 +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[]
@@ -1321,3 +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/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 +10,8 @@ import { OutboxModule } from './outbox/outbox.module';
 import { ThreadsModule } from './threads/threads.module';
 import { MessageModule } from './messaging/message.module';
 import { InboxModule } from './inbox/inbox.module';
+import { TemplateModule } from './templates/template.module';
+import { MailModule } from './mail/mail.module';
 import { MediaModule } from './media/media.module';
 import { NotificationModule } from './notifications/notification.module';
 import { SupportModule } from './support/support.module';
@@ -27,6 +30,7 @@ import { DevController } from './dev/dev.controller';
   imports: [
     PrismaModule,
     PlatformModule,
+    AttestationModule,
     IdentityModule,
     InteractionsModule,
     IdempotencyModule,
@@ -35,6 +39,8 @@ import { DevController } from './dev/dev.controller';
     ThreadsModule,
     MessageModule,
     InboxModule,
+    TemplateModule,
+    MailModule,
     MediaModule,
     NotificationModule,
     SupportModule,

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

@@ -1,4 +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/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;
 }
 
 /**

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

@@ -1,4 +1,3 @@
-import './observability/tracing'; // MUST be first — auto-instrumentation patches modules on require
 import 'dotenv/config';
 import 'reflect-metadata';
 import { NestFactory } from '@nestjs/core';
@@ -10,6 +9,10 @@ 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 }),

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

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

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

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

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

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

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

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

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

@@ -61,6 +61,14 @@ export class MessageGateway implements OnGatewayInit, OnGatewayConnection, OnGat
     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}`);

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

@@ -50,6 +50,8 @@ 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;
@@ -85,19 +87,21 @@ export class MessageService {
    * 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 }): Promise<OpenThreadResult> {
+  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` are generic, app-supplied thread attributes — the
+      // `membership`/`creatorRole`/`subject`/`metadata` are generic, app-supplied thread attributes —
-      // kernel stores/echoes them but never branches on their chat meaning (that lives in policy + app).
+      // 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,
           subject: opts?.subject?.trim() || undefined,
-          metadata: opts?.membership ? ({ membership: opts.membership } as Prisma.InputJsonValue) : undefined,
+          metadata: Object.keys(merged).length > 0 ? (merged as Prisma.InputJsonValue) : undefined,
         },
       });
       await this.actors.ensureParticipant(thread.id, actor.id, opts?.creatorRole ?? 'MEMBER');
@@ -155,6 +159,75 @@ export class MessageService {
     return { threadId, participantCount: participantCount + 1 };
   }
 
+  /**
+   * Governed thread rename (a generic subject update). Policy decides who may rename — for a
+   * membership thread the dev OPA requires the caller be a group ADMIN. The kernel only writes
+   * the subject; "group settings" meaning lives in the app + policy, not here.
+   */
+  async renameThread(threadId: string, principal: MessagePrincipal, subject: string): Promise<{ threadId: string; subject: string }> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    const caller = await this.actors.resolveActor(thread.scopeId, principal);
+    const callerP = await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: caller.id } } });
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+
+    await decideOrThrow(this.ports, {
+      action: 'iios.thread.update',
+      threadId,
+      scopeId: thread.scopeId,
+      membership,
+      callerRole: callerP?.participantRole,
+    });
+
+    await this.prisma.iiosThread.update({ where: { id: threadId }, data: { subject } });
+    return { threadId, subject };
+  }
+
+  /**
+   * Governed participant removal. Policy decides who may remove — for a membership thread the dev
+   * OPA requires the caller be a group ADMIN. Removing a non-participant is a no-op success.
+   */
+  async removeParticipant(threadId: string, principal: MessagePrincipal, targetUserId: string): Promise<{ threadId: string; participantCount: number }> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    const caller = await this.actors.resolveActor(thread.scopeId, principal);
+    const callerP = await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: caller.id } } });
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+
+    await decideOrThrow(this.ports, {
+      action: 'iios.thread.participant.remove',
+      threadId,
+      scopeId: thread.scopeId,
+      membership,
+      callerRole: callerP?.participantRole,
+      targetUserId,
+    });
+
+    const scope = await this.actors.resolveScope(principal);
+    const target = await this.actors.resolveActor(scope.id, {
+      userId: targetUserId, appId: principal.appId, orgId: principal.orgId, tenantId: principal.tenantId, displayName: targetUserId,
+    });
+    await this.prisma.iiosThreadParticipant.deleteMany({ where: { threadId, actorId: target.id } });
+    const participantCount = await this.prisma.iiosThreadParticipant.count({ where: { threadId } });
+    return { threadId, participantCount };
+  }
+
+  /** Members of a thread with their role — drives the group settings member list. Read is policy-scoped. */
+  async listParticipants(threadId: string, principal: MessagePrincipal): Promise<Array<{ userId: string; displayName: string; role: string }>> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    await decideOrThrow(this.ports, { action: 'iios.thread.read', threadId, scopeId: thread.scopeId });
+    const parts = await this.prisma.iiosThreadParticipant.findMany({
+      where: { threadId },
+      include: { actor: { include: { sourceHandle: true } } },
+    });
+    return parts.map((p) => ({
+      userId: p.actor?.sourceHandle?.externalId ?? '',
+      displayName: p.actor?.displayName ?? p.actor?.sourceHandle?.externalId ?? 'unknown',
+      role: p.participantRole ?? 'MEMBER',
+    }));
+  }
+
   /** 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 } });
@@ -167,8 +240,12 @@ export class MessageService {
     return { threadId, muted };
   }
 
-  /** Generic "my threads": every thread the caller participates in, with last message + unread. */
+  /**
-  async listThreads(principal: MessagePrincipal): Promise<ThreadSummary[]> {
+   * 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);
@@ -177,7 +254,7 @@ export class MessageService {
     if (threadIds.length === 0) return [];
     const mutedBy = new Map(memberships.map((m) => [m.threadId, m.muted]));
 
-    const [threads, unreads, allParts] = await Promise.all([
+    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({
@@ -185,6 +262,14 @@ export class MessageService {
         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) {
@@ -192,27 +277,41 @@ export class MessageService {
       membersBy.set(p.threadId, [...(membersBy.get(p.threadId) ?? []), name]);
     }
 
-    const summaries = await Promise.all(
+    // Latest message per thread in ONE query (Postgres DISTINCT ON) instead of one findFirst
-      threads.map(async (t) => {
+    // per thread — a caller with many threads no longer fans out N parallel queries and
-        const last = await this.prisma.iiosInteraction.findFirst({
+    // exhausts the connection pool.
-          where: { threadId: t.id },
+    const lastRows =
-          orderBy: { occurredAt: 'desc' },
+      threads.length === 0
-          include: { parts: { where: { kind: 'TEXT' }, take: 1 } },
+        ? []
-        });
+        : 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?.parts[0]?.bodyText ?? undefined,
+        lastMessage: last?.lastMessage ?? undefined,
         lastAt: last?.occurredAt,
       };
-      }),
+    });
-    );
     return summaries.sort((a, b) => (b.lastAt?.getTime() ?? 0) - (a.lastAt?.getTime() ?? 0));
   }
 

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

@@ -124,6 +124,28 @@ describe('Governed membership + replies (v1.1, policy-enforced)', () => {
     await expect(s.addParticipant(threadId, bob, 'carol')).rejects.toBeInstanceOf(PolicyDeniedError); // bob is MEMBER
   });
 
+  it('group settings: admin renames + lists members + removes; a plain member cannot rename/remove', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN', subject: 'Design' });
+    await s.addParticipant(threadId, alice, 'bob');
+
+    // admin renames
+    expect((await s.renameThread(threadId, alice, 'Design Team')).subject).toBe('Design Team');
+    // a plain member cannot rename
+    await expect(s.renameThread(threadId, bob, 'Hacked')).rejects.toBeInstanceOf(PolicyDeniedError);
+
+    // member list carries roles
+    const members = await s.listParticipants(threadId, alice);
+    expect(members.map((m) => m.userId).sort()).toEqual(['alice', 'bob']);
+    expect(members.find((m) => m.userId === 'alice')?.role).toBe('ADMIN');
+
+    // a plain member cannot remove
+    await expect(s.removeParticipant(threadId, bob, 'alice')).rejects.toBeInstanceOf(PolicyDeniedError);
+    // admin removes bob
+    expect((await s.removeParticipant(threadId, alice, 'bob')).participantCount).toBe(1);
+    expect(await prisma.iiosThreadParticipant.count({ where: { threadId } })).toBe(1);
+  });
+
   it('self-join is governed: a non-member cannot open a thread by id; after being added, they can', async () => {
     const s = gov();
     const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
@@ -143,6 +165,23 @@ describe('Governed membership + replies (v1.1, policy-enforced)', () => {
     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' });

packages/iios-service/src/observability/trace.middleware.ts

@@ -1,5 +1,4 @@
 import type { Request, Response, NextFunction } from 'express';
-import { trace } from '@opentelemetry/api';
 import { runWithTrace, newTraceId, traceIdFromTraceparent } from './trace-context';
 import { logJson } from './logger';
 
@@ -10,13 +9,8 @@ import { logJson } from './logger';
  * the response finishes (method, path, status, ms). Wired via app.use() in main.ts.
  */
 export function traceMiddleware(req: Request, res: Response, next: NextFunction): void {
-  // Prefer the ACTIVE OpenTelemetry trace id: that is what makes this log line
-  // joinable to its distributed trace in Grafana (Loki -> Tempo). Falls back to
-  // the inbound header, then traceparent, then a generated id, so a correlation
-  // id is always present even when tracing is disabled.
-  const otelTraceId = trace.getActiveSpan()?.spanContext().traceId;
   const headerTrace = (req.headers['x-trace-id'] as string | undefined)?.trim();
-  const traceId = otelTraceId || headerTrace || traceIdFromTraceparent(req.headers['traceparent'] as string | undefined) || newTraceId();
+  const traceId = headerTrace || traceIdFromTraceparent(req.headers['traceparent'] as string | undefined) || newTraceId();
   res.setHeader('x-trace-id', traceId);
   const startedAt = Date.now();
   runWithTrace(traceId, () => {

packages/iios-service/src/observability/tracing.ts

@@ -1,50 +0,0 @@
-/**
- * OpenTelemetry bootstrap. MUST be imported before anything else in main.ts —
- * auto-instrumentation works by patching modules (http, express, pg, redis, …)
- * as they are require()d, so any module loaded before this runs is never traced.
- *
- * Env-driven on purpose: the OTel SDK reads OTEL_SERVICE_NAME,
- * OTEL_EXPORTER_OTLP_ENDPOINT and OTEL_EXPORTER_OTLP_PROTOCOL itself, so the
- * collector target is a deployment concern rather than a code change. When
- * OTEL_EXPORTER_OTLP_ENDPOINT is unset the SDK never starts, so local dev and
- * tests run with zero tracing overhead and no exporter errors.
- *
- * Traces land in Tempo and are viewable in Grafana. The existing P9 trace
- * middleware adopts the active OTel trace id, so an `http.request` log line and
- * its distributed trace share one id (Loki -> Tempo pivot).
- */
-import { NodeSDK } from '@opentelemetry/sdk-node';
-import { getNodeAutoInstrumentations } from '@opentelemetry/auto-instrumentations-node';
-
-const endpoint = process.env.OTEL_EXPORTER_OTLP_ENDPOINT;
-
-if (endpoint) {
-  const sdk = new NodeSDK({
-    instrumentations: [
-      getNodeAutoInstrumentations({
-        // Noisy and low value: every file read becomes a span.
-        '@opentelemetry/instrumentation-fs': { enabled: false },
-        // k8s probes hit /health constantly; tracing them would swamp Tempo
-        // and bury the real request traces.
-        '@opentelemetry/instrumentation-http': {
-          ignoreIncomingRequestHook: (req) => {
-            const url = req.url ?? '';
-            return ['/health', '/ready', '/healthz', '/readyz', '/metrics'].some((p) =>
-              url.startsWith(p),
-            );
-          },
-        },
-      }),
-    ],
-  });
-
-  sdk.start();
-
-  const shutdown = (): void => {
-    // Flush buffered spans before exit, else the last requests before a
-    // rollout are lost.
-    void sdk.shutdown().finally(() => process.exit(0));
-  };
-  process.on('SIGTERM', shutdown);
-  process.on('SIGINT', shutdown);
-}

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

@@ -33,6 +33,35 @@ describe('DevOpaPort (dev policy plane — membership rules)', () => {
     expect(asAdmin.allow).toBe(true);
   });
 
+  it('group rename (thread.update) requires ADMIN; ungoverned threads allow it', async () => {
+    const asMember = await opa.decide({ action: 'iios.thread.update', membership: 'group', callerRole: 'MEMBER' });
+    expect(asMember.allow).toBe(false);
+    expect(asMember.obligations[0]?.reason).toMatch(/admin/);
+    expect((await opa.decide({ action: 'iios.thread.update', membership: 'group', callerRole: 'ADMIN' })).allow).toBe(true);
+    expect((await opa.decide({ action: 'iios.thread.update' })).allow).toBe(true); // no membership attr → allow
+  });
+
+  it('group remove requires ADMIN; a member on an ungoverned thread may remove', async () => {
+    const asMember = await opa.decide({ action: 'iios.thread.participant.remove', membership: 'group', callerRole: 'MEMBER' });
+    expect(asMember.allow).toBe(false);
+    expect(asMember.obligations[0]?.reason).toMatch(/admin/);
+    expect((await opa.decide({ action: 'iios.thread.participant.remove', membership: 'group', callerRole: 'ADMIN' })).allow).toBe(true);
+    expect((await opa.decide({ action: 'iios.thread.participant.remove', callerRole: 'MEMBER' })).allow).toBe(true);
+  });
+
+  it('media upload allows images + docs (incl. html/markdown/csv), denies unknown types and oversize', async () => {
+    const up = (mime: string, sizeBytes = 1024) => opa.decide({ action: 'iios.media.upload', mime, sizeBytes });
+    for (const mime of ['image/png', 'video/mp4', 'audio/mpeg', 'application/pdf', 'text/plain', 'text/markdown', 'text/html', 'text/csv']) {
+      expect((await up(mime)).allow).toBe(true);
+    }
+    const bad = await up('application/x-msdownload');
+    expect(bad.allow).toBe(false);
+    expect(bad.obligations[0]?.reason).toMatch(/not allowed/);
+    const big = await up('image/png', 30 * 1024 * 1024);
+    expect(big.allow).toBe(false);
+    expect(big.obligations[0]?.reason).toMatch(/too large/);
+  });
+
   it('self-join is governed only on membership threads', async () => {
     // generic / support thread (no membership attr) → open join, unchanged
     expect((await opa.decide({ action: 'iios.thread.join', alreadyMember: false })).allow).toBe(true);

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

@@ -22,7 +22,7 @@ export interface OpaInput {
 const MEDIA_MAX_BYTES = 25 * 1024 * 1024;
 const MEDIA_ALLOWED = /^(image|video|audio)\//;
 const MEDIA_ALLOWED_DOCS = new Set([
-  'application/pdf', 'text/plain', 'application/zip',
+  'application/pdf', 'text/plain', 'text/markdown', 'text/x-markdown', 'text/html', 'text/csv', 'application/zip',
   'application/msword', 'application/vnd.openxmlformats-officedocument.wordprocessingml.document',
   'application/vnd.ms-excel', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
   'application/vnd.ms-powerpoint', 'application/vnd.openxmlformats-officedocument.presentationml.presentation',
@@ -42,6 +42,18 @@ export class DevOpaPort {
         if (i.membership === 'group' && i.callerRole !== 'ADMIN') return deny('only a group admin can add or remove members');
         return allow();
       }
+      case 'iios.thread.participant.remove': {
+        // Same governance as add: for a group, only an ADMIN removes members. Ungoverned
+        // (no membership attr) threads allow removal by any member.
+        if (i.membership === 'group' && i.callerRole !== 'ADMIN') return deny('only a group admin can add or remove members');
+        if (i.membership && i.callerRole !== 'MEMBER' && i.callerRole !== 'ADMIN') return deny('only a member can remove participants');
+        return allow();
+      }
+      case 'iios.thread.update': {
+        // Rename / settings change: for a group, only an ADMIN. Ungoverned threads allow it.
+        if (i.membership === 'group' && i.callerRole !== 'ADMIN') return deny('only a group admin can change group settings');
+        return allow();
+      }
       case 'iios.thread.join': {
         // Only threads that opted into a membership model (chat dm/group) are governed;
         // generic/support threads (no membership attr) keep open-join. For a governed

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/realtime-token.guard.spec.ts

@@ -0,0 +1,68 @@
+import { describe, it, expect, afterEach } from 'vitest';
+import { ForbiddenException, type ExecutionContext } from '@nestjs/common';
+import jwt from 'jsonwebtoken';
+import { RealtimeTokenRestGuard } from './realtime-token.guard';
+
+// Realtime delegation, REST half: a socket-scoped token (aud=iios-message) opens the /message
+// socket and NOTHING else. The gateway enforces the mirror rule; this guard is the REST side.
+
+const SECRET = 'dev-crm-secret';
+const token = (payload: Record<string, unknown>) => jwt.sign(payload, SECRET, { algorithm: 'HS256', expiresIn: '5m' });
+
+/** An HTTP ExecutionContext carrying the given authorization header. */
+function httpCtx(authorization?: string): ExecutionContext {
+  return {
+    getType: () => 'http',
+    switchToHttp: () => ({ getRequest: () => ({ headers: authorization ? { authorization } : {} }) }),
+  } as unknown as ExecutionContext;
+}
+const wsCtx = () => ({ getType: () => 'ws' }) as unknown as ExecutionContext;
+
+const guard = new RealtimeTokenRestGuard();
+
+describe('RealtimeTokenRestGuard (socket tokens must not drive REST)', () => {
+  afterEach(() => { delete process.env.IIOS_REALTIME_AUDIENCE; });
+
+  it('rejects a socket-scoped token (aud=iios-message) on REST', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    const ctx = httpCtx(`Bearer ${token({ sub: 'pp_1', appId: 'crm-web', aud: 'iios-message' })}`);
+    expect(() => guard.canActivate(ctx)).toThrow(ForbiddenException);
+  });
+
+  it('allows a normal actor token (no aud)', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    expect(guard.canActivate(httpCtx(`Bearer ${token({ sub: 'pp_1', appId: 'crm-web' })}`))).toBe(true);
+  });
+
+  it('allows a REST-audience token (aud=iios-core)', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    expect(guard.canActivate(httpCtx(`Bearer ${token({ sub: 'pp_1', aud: 'iios-core' })}`))).toBe(true);
+  });
+
+  it('rejects when the socket audience is one of several in an aud array', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    const ctx = httpCtx(`Bearer ${token({ sub: 'pp_1', aud: ['iios-core', 'iios-message'] })}`);
+    expect(() => guard.canActivate(ctx)).toThrow(ForbiddenException);
+  });
+
+  it('is a no-op when IIOS_REALTIME_AUDIENCE is unset (same switch as the socket half)', () => {
+    const ctx = httpCtx(`Bearer ${token({ sub: 'pp_1', aud: 'iios-message' })}`);
+    expect(guard.canActivate(ctx)).toBe(true);
+  });
+
+  it('passes through unauthenticated routes (health, metrics, HMAC adapter webhooks)', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    expect(guard.canActivate(httpCtx())).toBe(true);
+    expect(guard.canActivate(httpCtx('Hmac abc123'))).toBe(true); // non-bearer scheme
+  });
+
+  it('never applies to the socket itself (ws context)', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    expect(guard.canActivate(wsCtx())).toBe(true);
+  });
+
+  it('passes a malformed bearer through (auth is the controller\'s job, not this filter\'s)', () => {
+    process.env.IIOS_REALTIME_AUDIENCE = 'iios-message';
+    expect(guard.canActivate(httpCtx('Bearer not-a-jwt'))).toBe(true);
+  });
+});

packages/iios-service/src/platform/realtime-token.guard.ts

@@ -0,0 +1,43 @@
+import { CanActivate, ExecutionContext, ForbiddenException, Injectable } from '@nestjs/common';
+import jwt from 'jsonwebtoken';
+import type { Request } from 'express';
+
+/**
+ * Realtime delegation — the REST half.
+ *
+ * The browser's socket token is deliberately narrow: `aud = IIOS_REALTIME_AUDIENCE` (e.g.
+ * iios-message), minutes-long, and good for the /message socket ONLY. The gateway enforces the
+ * mirror of this rule (it accepts ONLY that audience). Without this guard the narrowing is
+ * one-directional: REST doesn't check the actor token's audience, so a leaked socket token would
+ * still drive privileged REST — i.e. it would be a full actor token with extra steps.
+ *
+ * Applied GLOBALLY (APP_GUARD) on purpose: every REST route is a target, not just the ones behind
+ * ContextAttestationGuard (inbox, media, interactions, ai, … would otherwise stay open).
+ *
+ * It is a decode-only REJECT filter, never an authenticator:
+ *  - it does not verify signatures (each controller still calls SessionVerifier) — cheap, and it
+ *    can't be bypassed by stripping `aud`, because that invalidates the signature downstream;
+ *  - no bearer token → pass through (health, metrics, HMAC adapter webhooks are not its business);
+ *  - unset IIOS_REALTIME_AUDIENCE → no-op (same switch that turns on the socket half).
+ */
+@Injectable()
+export class RealtimeTokenRestGuard implements CanActivate {
+  canActivate(context: ExecutionContext): boolean {
+    if (context.getType() !== 'http') return true; // the socket enforces its own (mirror) rule
+
+    const socketAudience = process.env.IIOS_REALTIME_AUDIENCE?.trim();
+    if (!socketAudience) return true;
+
+    const auth = context.switchToHttp().getRequest<Request>().headers['authorization'];
+    const raw = Array.isArray(auth) ? auth[0] : auth;
+    if (typeof raw !== 'string' || !/^Bearer\s+/i.test(raw)) return true;
+
+    const decoded = jwt.decode(raw.replace(/^Bearer\s+/i, ''), { json: true });
+    const aud = decoded?.aud;
+    const isSocketToken = aud === socketAudience || (Array.isArray(aud) && aud.includes(socketAudience));
+    if (isSocketToken) {
+      throw new ForbiddenException(`socket-scoped token (aud="${socketAudience}") cannot be used for REST`);
+    }
+    return true;
+  }
+}

packages/iios-service/src/platform/session.verifier.ts

@@ -135,6 +135,7 @@ export class SessionVerifier implements OnModuleInit {
       orgId: entry.orgId,
       tenantId: undefined,
       displayName: meta.full_name ?? meta.name ?? email ?? userId,
+      audience: typeof payload.aud === 'string' ? payload.aud : entry.audience,
     };
   }
 
@@ -159,6 +160,7 @@ export class SessionVerifier implements OnModuleInit {
       orgId: payload.orgId ? String(payload.orgId) : `org_${appId}`,
       tenantId: payload.tenantId ? String(payload.tenantId) : undefined,
       displayName: payload.name ? String(payload.name) : undefined,
+      audience: typeof payload.aud === 'string' ? payload.aud : undefined,
     };
   }
 

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

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

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

@@ -72,6 +72,41 @@ export class RetentionService implements OnModuleInit, OnModuleDestroy {
     return created;
   }
 
+  /**
+   * Capture a retention snapshot for any outbound command that lacks one. An email/SMS command
+   * holds PII (the recipient address, and the rendered body with their name), so it gets a single
+   * window and goes STRAIGHT to redact (archiveAfter == deleteAfter — no archive phase). Unscoped
+   * system sends use an 'unscoped' partition tag so the global sweep still reaches them.
+   */
+  async ensureOutboundSnapshots(scopeId?: string): Promise<number> {
+    const commands = await this.prisma.iiosOutboundCommand.findMany({
+      where: scopeId ? { scopeId } : {},
+      select: { id: true, scopeId: true, createdAt: true },
+    });
+    let created = 0;
+    for (const c of commands) {
+      const exists = await this.prisma.iiosRetentionPolicySnapshot.findUnique({
+        where: { targetType_targetId: { targetType: 'outbound_command', targetId: c.id } },
+      });
+      if (exists) continue;
+      const deleteAt = new Date(c.createdAt.getTime() + this.windowDays('outbound', 'DELETE') * DAY_MS);
+      await this.prisma.iiosRetentionPolicySnapshot.create({
+        data: {
+          policyKey: 'outbound:pii:v1',
+          scopeSnapshotId: c.scopeId ?? 'unscoped',
+          targetType: 'outbound_command',
+          targetId: c.id,
+          dataClass: 'outbound',
+          archiveAfter: deleteAt,
+          deleteAfter: deleteAt,
+          sourceVersion: process.env.IIOS_RETENTION_POLICY_VERSION ?? 'v1',
+        },
+      });
+      created++;
+    }
+    return created;
+  }
+
   /** Act on due snapshots: archive, or delete (redact-in-place), honoring compliance holds. */
   async applySweep(scopeId?: string): Promise<SweepResult> {
     const now = new Date();
@@ -90,6 +125,14 @@ export class RetentionService implements OnModuleInit, OnModuleDestroy {
       }
 
       if (s.deleteAfter <= now) {
+        if (s.targetType === 'outbound_command') {
+          // Redact the recipient address + rendered body; KEEP the template provenance columns.
+          await this.prisma.$transaction([
+            this.prisma.iiosOutboundCommand.update({ where: { id: s.targetId }, data: { target: '[redacted]', payload: { redacted: true } } }),
+            this.prisma.iiosRetentionPolicySnapshot.update({ where: { id: s.id }, data: { status: 'REDACTED' } }),
+          ]);
+          await recordAudit(this.prisma, { action: 'retention.redacted', resourceType: 'outbound_command', resourceId: s.targetId, scopeId: s.scopeSnapshotId });
+        } else {
           await this.prisma.$transaction([
             this.prisma.iiosMessagePart.updateMany({ where: { interactionId: s.targetId }, data: { bodyText: '[redacted]', contentRef: null } }),
             this.prisma.iiosInboundRawEvent.updateMany({ where: { interactionId: s.targetId }, data: { payload: { redacted: true } } }),
@@ -97,6 +140,7 @@ export class RetentionService implements OnModuleInit, OnModuleDestroy {
             this.prisma.iiosRetentionPolicySnapshot.update({ where: { id: s.id }, data: { status: 'REDACTED' } }),
           ]);
           await recordAudit(this.prisma, { action: 'retention.redacted', resourceType: 'interaction', resourceId: s.targetId, scopeId: s.scopeSnapshotId });
+        }
         result.redacted++;
       } else if (s.status === 'ACTIVE') {
         await this.prisma.iiosRetentionPolicySnapshot.update({ where: { id: s.id }, data: { status: 'ARCHIVED' } });
@@ -107,9 +151,10 @@ export class RetentionService implements OnModuleInit, OnModuleDestroy {
     return result;
   }
 
-  /** Full sweep: capture missing snapshots, then act on due ones. */
+  /** Full sweep: capture missing snapshots (interactions + outbound commands), then act on due ones. */
   async sweep(scopeId?: string): Promise<SweepResult> {
     await this.ensureSnapshots(scopeId);
+    await this.ensureOutboundSnapshots(scopeId);
     return this.applySweep(scopeId);
   }
 

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

@@ -1,10 +1,12 @@
-import { BadRequestException, Body, Controller, Get, Headers, Param, Patch, Post, Query } from '@nestjs/common';
+import { BadRequestException, Body, Controller, Get, Headers, Param, Patch, Post, Query, UseGuards } from '@nestjs/common';
 import { IiosTicketState } from '@prisma/client';
 import { SupportService } from './support.service';
 import { AssignmentService } from './assignment.service';
 import { SessionVerifier } from '../platform/session.verifier';
+import { ContextAttestationGuard } from '../platform/context-attestation.guard';
 import type { MessagePrincipal } from '../identity/actor.resolver';
 import {
+  AssignTicketDto,
   AvailabilityDto,
   CallbackDto,
   CreateQueueDto,
@@ -14,6 +16,7 @@ import {
 } from './support.dto';
 
 @Controller('v1/support')
+@UseGuards(ContextAttestationGuard)
 export class SupportController {
   constructor(
     private readonly support: SupportService,
@@ -32,7 +35,7 @@ export class SupportController {
 
   @Post('escalate')
   async escalate(@Body() body: EscalateDto, @Headers('authorization') auth?: string) {
-    return this.support.escalate(body.threadId, this.principal(auth), body.subject);
+    return this.support.escalate(body.threadId, this.principal(auth), body.subject, body.metadata);
   }
 
   @Get('tickets')
@@ -45,6 +48,12 @@ export class SupportController {
     return this.support.transition(id, this.principal(auth), body.state as IiosTicketState, body.reason);
   }
 
+  /** Manually assign a ticket to a specific actor (by userId) — generic assignment override. */
+  @Post('tickets/:id/assignee')
+  async assign(@Param('id') id: string, @Body() body: AssignTicketDto, @Headers('authorization') auth?: string) {
+    return this.support.assignTo(id, this.principal(auth), body.userId);
+  }
+
   @Post('callbacks')
   async callback(
     @Body() body: CallbackDto,

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

@@ -1,4 +1,4 @@
-import { IsIn, IsOptional, IsString } from 'class-validator';
+import { IsIn, IsObject, IsOptional, IsString } from 'class-validator';
 
 const PRIORITIES = ['P0', 'P1', 'P2', 'P3', 'P4'] as const;
 const STATES = ['NEW', 'OPEN', 'PENDING_CUSTOMER', 'PENDING_INTERNAL', 'RESOLVED', 'CLOSED', 'CANCELLED'] as const;
@@ -7,11 +7,18 @@ export class CreateTicketDto {
   @IsString() subject!: string;
   @IsOptional() @IsIn(PRIORITIES) priority?: (typeof PRIORITIES)[number];
   @IsOptional() @IsString() threadId?: string;
+  /** Opaque, app-supplied attribute bag — stored on the ticket, never interpreted by the kernel. */
+  @IsOptional() @IsObject() metadata?: Record<string, unknown>;
 }
 
 export class EscalateDto {
   @IsString() threadId!: string;
   @IsOptional() @IsString() subject?: string;
+  @IsOptional() @IsObject() metadata?: Record<string, unknown>;
+}
+
+export class AssignTicketDto {
+  @IsString() userId!: string;
 }
 
 export class PatchTicketDto {

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

@@ -35,7 +35,7 @@ export class SupportService {
 
   async createTicket(
     principal: MessagePrincipal,
-    input: { subject: string; priority?: IiosTicketPriority; threadId?: string; queueId?: string },
+    input: { subject: string; priority?: IiosTicketPriority; threadId?: string; queueId?: string; metadata?: Record<string, unknown> },
     idempotencyKey?: string,
   ) {
     await decideOrThrow(this.ports, { action: 'iios.support.ticket.create', scope: principal });
@@ -63,6 +63,8 @@ export class SupportService {
             subject: input.subject,
             priority: input.priority ?? 'P3',
             traceId,
+            // Opaque, app-supplied attribute bag (e.g. a caller's external ref) — stored, never interpreted.
+            metadata: input.metadata ? (input.metadata as Prisma.InputJsonValue) : undefined,
           },
         });
         await tx.iiosTicketStateHistory.create({
@@ -99,11 +101,17 @@ export class SupportService {
     return this.idempotency.run({ scopeId: scope.id, commandName: 'support.ticket.create', key: idempotencyKey, request: input }, body);
   }
 
-  /** Escalate a chat thread to support: create a ticket linked to that thread. */
+  /** Escalate a chat thread to support: create a ticket linked to that thread. `metadata` is opaque. */
-  async escalate(threadId: string, principal: MessagePrincipal, subject?: string) {
+  async escalate(threadId: string, principal: MessagePrincipal, subject?: string, metadata?: Record<string, unknown>) {
     const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
     if (!thread) throw new NotFoundException('thread not found');
-    return this.createTicket(principal, { subject: subject ?? thread.subject ?? 'Support request', threadId });
+    // Inherit the thread's opaque bag so the ticket carries the same app context, unless overridden.
+    const inherited = { ...((thread.metadata as Record<string, unknown> | null) ?? {}), ...(metadata ?? {}) };
+    return this.createTicket(principal, {
+      subject: subject ?? thread.subject ?? 'Support request',
+      threadId,
+      metadata: Object.keys(inherited).length > 0 ? inherited : undefined,
+    });
   }
 
   async linkThread(ticketId: string, threadId: string, relationKind = 'PRIMARY'): Promise<void> {
@@ -120,6 +128,53 @@ export class SupportService {
       .catch(() => undefined);
   }
 
+  /**
+   * Manually assign a ticket to a specific actor (by userId) — a generic override of the
+   * event-driven auto-assignment. The target is resolved-or-created as an actor in the ticket's
+   * scope (so you can assign someone who hasn't logged in yet) and joined to the linked thread(s)
+   * so they can reply over the socket. Fail-closed via policy `iios.support.ticket.assign`.
+   */
+  async assignTo(ticketId: string, principal: MessagePrincipal, targetUserId: string) {
+    const ticket = await this.prisma.iiosTicket.findUnique({ where: { id: ticketId }, include: { threadLinks: true } });
+    if (!ticket) throw new NotFoundException('ticket not found');
+    await decideOrThrow(this.ports, { action: 'iios.support.ticket.assign', ticketId, scopeId: ticket.scopeId, targetUserId });
+
+    const target = await this.actors.resolveActor(ticket.scopeId, {
+      userId: targetUserId,
+      appId: principal.appId,
+      orgId: principal.orgId,
+      tenantId: principal.tenantId,
+      displayName: targetUserId,
+    });
+    const toState: IiosTicketState = ticket.state === 'NEW' ? 'OPEN' : ticket.state;
+    const event: CloudEvent = {
+      specversion: '1.0',
+      id: `evt_assign_${ticketId}_${target.id}`,
+      type: IIOS_EVENTS.ticketStateChanged,
+      source: `iios/support/${ticket.scopeId}`,
+      subject: `ticket/${ticketId}`,
+      time: new Date().toISOString(),
+      datacontenttype: 'application/json',
+      insignia: { scopeSnapshotId: ticket.scopeId, correlationId: ticket.traceId ?? undefined, idempotencyKey: `assign:${ticketId}:${target.id}`, dataClass: 'internal' },
+      data: { ticketId, fromState: ticket.state, toState, assignedActorId: target.id },
+    };
+    await this.prisma.$transaction([
+      this.prisma.iiosTicket.update({ where: { id: ticketId }, data: { assignedActorId: target.id, state: toState } }),
+      this.prisma.iiosTicketStateHistory.create({ data: { ticketId, fromState: ticket.state, toState, actorId: target.id, reasonCode: 'assigned' } }),
+      this.prisma.iiosOutboxEvent.create({
+        data: {
+          aggregateType: 'ticket',
+          aggregateId: ticketId,
+          eventType: IIOS_EVENTS.ticketStateChanged,
+          cloudEvent: event as unknown as Prisma.InputJsonValue,
+          partitionKey: `${ticket.scopeId}:${ticketId}`,
+        },
+      }),
+    ]);
+    for (const link of ticket.threadLinks) await this.actors.ensureParticipant(link.threadId, target.id);
+    return this.prisma.iiosTicket.findUnique({ where: { id: ticketId } });
+  }
+
   async transition(ticketId: string, principal: MessagePrincipal, toState: IiosTicketState, reason?: string) {
     const ticket = await this.prisma.iiosTicket.findUnique({ where: { id: ticketId } });
     if (!ticket) throw new NotFoundException('ticket not found');

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

@@ -57,6 +57,19 @@ describe('SupportService (P4)', () => {
     expect(links[0]?.threadId).toBe(threadId);
   });
 
+  it('stores an opaque metadata bag on the ticket; assignTo assigns to a target actor and opens it', async () => {
+    const t = await support().createTicket(cust, { subject: 'help', metadata: { crmCustomerId: 'cust_1', source: 'crm-support' } });
+    expect(t.metadata).toMatchObject({ crmCustomerId: 'cust_1', source: 'crm-support' });
+    expect(t.state).toBe('NEW');
+
+    const assigned = await support().assignTo(t.id, cust, 'agent_1');
+    expect(assigned?.state).toBe('OPEN');
+    const handle = await prisma.iiosSourceHandle.findFirstOrThrow({ where: { externalId: 'agent_1' } });
+    const actor = await prisma.iiosActorRef.findFirstOrThrow({ where: { sourceHandleId: handle.id } });
+    expect(assigned?.assignedActorId).toBe(actor.id);
+    expect(await prisma.iiosTicketStateHistory.count({ where: { ticketId: t.id, reasonCode: 'assigned' } })).toBe(1);
+  });
+
   it('transitions NEW→OPEN→RESOLVED→CLOSED with history + rejects illegal moves', async () => {
     const t = await support().createTicket(cust, { subject: 's' });
     await support().transition(t.id, cust, 'OPEN');

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

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

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

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

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

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

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

@@ -0,0 +1,16 @@
+import type { IiosTemplateChannel } from '@prisma/client';
+
+/** What to render: a STORED template (by key, optionally pinned to a version) or INLINE content. */
+export type TemplateSource =
+  | { key: string; version?: number }
+  | { inline: { subject?: string; html?: string; text?: string; variables?: string[] } };
+
+export interface RenderOptions {
+  channel: IiosTemplateChannel;
+  locale?: string;
+  scopeId?: string;
+}
+
+export function isInlineSource(s: TemplateSource): s is { inline: { subject?: string; html?: string; text?: string; variables?: string[] } } {
+  return 'inline' in s;
+}

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

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

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

@@ -0,0 +1,44 @@
+import { describe, it, expect } from 'vitest';
+import { renderTemplate, MissingTemplateVariableError } from './template.renderer';
+
+describe('renderTemplate (pure)', () => {
+  it('substitutes variables into subject / html / text', () => {
+    const out = renderTemplate(
+      { subject: 'Receipt for {{firstName}}', bodyHtml: '<p>Hi {{firstName}}</p>', bodyText: 'Hi {{firstName}}', variables: ['firstName'] },
+      { firstName: 'Dana' },
+    );
+    expect(out.subject).toBe('Receipt for Dana');
+    expect(out.html).toBe('<p>Hi Dana</p>');
+    expect(out.text).toBe('Hi Dana');
+  });
+
+  // The load-bearing safety property: a customer-supplied name goes into an HTML email body.
+  it('escapes HTML in the html body, but leaves subject/text verbatim (XSS)', () => {
+    const out = renderTemplate(
+      { subject: 'Hi {{firstName}}', bodyHtml: '<p>{{firstName}}</p>', bodyText: '{{firstName}}', variables: ['firstName'] },
+      { firstName: '<script>alert(1)</script>' },
+    );
+    expect(out.html).toBe('<p>&lt;script&gt;alert(1)&lt;/script&gt;</p>');
+    expect(out.html).not.toContain('<script>');
+    expect(out.text).toBe('<script>alert(1)</script>'); // plaintext is not HTML → not escaped
+  });
+
+  it('supports {{#if}} and {{#each}}', () => {
+    const out = renderTemplate(
+      { bodyText: '{{#if companyName}}Company: {{companyName}}\n{{/if}}{{#each items}}- {{this}}\n{{/each}}', variables: [] },
+      { companyName: 'Acme', items: ['a', 'b'] },
+    );
+    expect(out.text).toBe('Company: Acme\n- a\n- b\n');
+  });
+
+  it('throws when a declared variable is missing (fail loud)', () => {
+    expect(() => renderTemplate({ bodyText: 'Hi {{firstName}}', variables: ['firstName'] }, {})).toThrow(MissingTemplateVariableError);
+  });
+
+  it('renders only the parts that are present', () => {
+    const out = renderTemplate({ bodyText: 'code {{code}}', variables: ['code'] }, { code: '123' });
+    expect(out.text).toBe('code 123');
+    expect(out.subject).toBeUndefined();
+    expect(out.html).toBeUndefined();
+  });
+});

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

@@ -0,0 +1,46 @@
+import Handlebars from 'handlebars';
+
+/** The raw, unrendered strings of a template (from the DB row or an inline source). */
+export interface RawTemplate {
+  subject?: string | null;
+  bodyHtml?: string | null;
+  bodyText?: string | null;
+  /** Declared variable names. Every one MUST be supplied at render time (fail loud). */
+  variables?: string[] | null;
+}
+
+export interface RenderedContent {
+  subject?: string;
+  html?: string;
+  text?: string;
+}
+
+/** A declared variable was not supplied — we refuse to send a half-rendered "Hi ," message. */
+export class MissingTemplateVariableError extends Error {
+  constructor(public readonly missing: string[]) {
+    super(`missing required template variable(s): ${missing.join(', ')}`);
+    this.name = 'MissingTemplateVariableError';
+  }
+}
+
+/**
+ * Pure render: interpolate `vars` into a template's strings. HTML output is auto-escaped (values
+ * like a customer name go into an email body — XSS risk); subject and plaintext are NOT escaped.
+ * No I/O — the caller supplies the raw template. Throws if any declared variable is absent.
+ */
+export function renderTemplate(tpl: RawTemplate, vars: Record<string, unknown>): RenderedContent {
+  const declared = tpl.variables ?? [];
+  const missing = declared.filter((name) => vars[name] === undefined || vars[name] === null);
+  if (missing.length > 0) throw new MissingTemplateVariableError(missing);
+
+  const out: RenderedContent = {};
+  if (tpl.subject != null) out.subject = compile(tpl.subject, false)(vars);
+  if (tpl.bodyHtml != null) out.html = compile(tpl.bodyHtml, true)(vars);
+  if (tpl.bodyText != null) out.text = compile(tpl.bodyText, false)(vars);
+  return out;
+}
+
+/** `escape=true` → HTML-escape interpolated values (for the html body); false → verbatim. */
+function compile(src: string, escape: boolean): Handlebars.TemplateDelegate {
+  return Handlebars.compile(src, { noEscape: !escape, strict: false });
+}

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

@@ -0,0 +1,65 @@
+import { describe, it, expect, beforeAll, afterAll, beforeEach } from 'vitest';
+import { PrismaClient } from '@prisma/client';
+import { resetDb } from '../test-utils/reset-db';
+import { TemplateNotFoundError, TemplateRepository } from './template.repository';
+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 repo = new TemplateRepository(prisma as unknown as PrismaService);
+
+async function scope(): Promise<string> {
+  const s = await prisma.iiosScope.create({ data: { orgId: 'org_demo', appId: 'crm-web' } });
+  return s.id;
+}
+async function seed(data: Partial<Parameters<typeof prisma.iiosMessageTemplate.create>[0]['data']> & { key: string }) {
+  return prisma.iiosMessageTemplate.create({
+    data: { channel: 'EMAIL', locale: 'en', version: 1, bodyText: 't', ...data } as never,
+  });
+}
+
+beforeAll(async () => { await prisma.$connect(); });
+afterAll(async () => { await prisma.$disconnect(); });
+beforeEach(async () => { await resetDb(prisma); });
+
+describe('TemplateRepository.resolve', () => {
+  it('returns the global default when no scope override exists', async () => {
+    await seed({ key: 'welcome', bodyText: 'global' });
+    const t = await repo.resolve('welcome', 'EMAIL', 'en', await scope());
+    expect(t.bodyText).toBe('global');
+    expect(t.scopeId).toBeNull();
+  });
+
+  it('prefers the scoped override over the global default', async () => {
+    const scopeId = await scope();
+    await seed({ key: 'welcome', bodyText: 'global' });                 // scopeId NULL
+    await seed({ key: 'welcome', bodyText: 'scoped', scopeId });        // override
+    const t = await repo.resolve('welcome', 'EMAIL', 'en', scopeId);
+    expect(t.bodyText).toBe('scoped');
+    expect(t.scopeId).toBe(scopeId);
+  });
+
+  it('returns the highest active version', async () => {
+    await seed({ key: 'welcome', version: 1, bodyText: 'v1' });
+    await seed({ key: 'welcome', version: 3, bodyText: 'v3' });
+    await seed({ key: 'welcome', version: 2, bodyText: 'v2' });
+    const t = await repo.resolve('welcome', 'EMAIL', 'en');
+    expect(t.version).toBe(3);
+  });
+
+  it('ignores inactive versions (a retracted v3 falls back to v2)', async () => {
+    await seed({ key: 'welcome', version: 2, bodyText: 'v2' });
+    await seed({ key: 'welcome', version: 3, bodyText: 'v3', active: false });
+    const t = await repo.resolve('welcome', 'EMAIL', 'en');
+    expect(t.version).toBe(2);
+  });
+
+  it('throws TemplateNotFoundError for an unknown key', async () => {
+    await expect(repo.resolve('nope', 'EMAIL', 'en')).rejects.toBeInstanceOf(TemplateNotFoundError);
+  });
+
+  it('does not cross channels (an EMAIL template is not an SMS template)', async () => {
+    await seed({ key: 'welcome', channel: 'EMAIL' });
+    await expect(repo.resolve('welcome', 'SMS', 'en')).rejects.toBeInstanceOf(TemplateNotFoundError);
+  });
+});

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

@@ -0,0 +1,49 @@
+import { Injectable, NotFoundException } from '@nestjs/common';
+import { IiosMessageTemplate, IiosTemplateChannel } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+
+export class TemplateNotFoundError extends NotFoundException {
+  constructor(key: string, channel: string, locale: string) {
+    super(`no active template for key="${key}" channel=${channel} locale=${locale}`);
+    this.name = 'TemplateNotFoundError';
+  }
+}
+
+@Injectable()
+export class TemplateRepository {
+  constructor(private readonly prisma: PrismaService) {}
+
+  /**
+   * Resolve the template to use: the highest active version for (key, channel, locale), preferring
+   * a row owned by `scopeId` (a tenant override) and falling back to the global default (scopeId
+   * NULL). Throws if neither exists.
+   */
+  async resolve(
+    key: string,
+    channel: IiosTemplateChannel,
+    locale = 'en',
+    scopeId?: string,
+    version?: number,
+  ): Promise<IiosMessageTemplate> {
+    // Scoped override first, then the global default — for both the pinned and highest-active paths.
+    if (scopeId) {
+      const scoped = await this.pick({ key, channel, locale, scopeId }, version);
+      if (scoped) return scoped;
+    }
+    const global = await this.pick({ key, channel, locale, scopeId: null }, version);
+    if (global) return global;
+    throw new TemplateNotFoundError(key, channel, locale);
+  }
+
+  /** A pinned `version` fetches that exact version (the caller was explicit); otherwise the highest
+   *  active version — a retracted (inactive) newest version falls back to the last good one. */
+  private pick(
+    where: { key: string; channel: IiosTemplateChannel; locale: string; scopeId: string | null },
+    version?: number,
+  ) {
+    return this.prisma.iiosMessageTemplate.findFirst({
+      where: version != null ? { ...where, version } : { ...where, active: true },
+      orderBy: { version: 'desc' },
+    });
+  }
+}

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

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

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

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

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

@@ -0,0 +1,55 @@
+import { describe, it, expect, beforeAll, afterAll, beforeEach } from 'vitest';
+import { PrismaClient } from '@prisma/client';
+import { resetDb } from '../test-utils/reset-db';
+import { TemplateRepository } from './template.repository';
+import { TemplateService } from './template.service';
+import { TemplateNotFoundError } from './template.repository';
+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 svc = new TemplateService(new TemplateRepository(prisma as unknown as PrismaService));
+
+beforeAll(async () => { await prisma.$connect(); });
+afterAll(async () => { await prisma.$disconnect(); });
+beforeEach(async () => { await resetDb(prisma); });
+
+describe('TemplateService.render', () => {
+  it('resolves a stored template and renders it, with provenance', async () => {
+    await prisma.iiosMessageTemplate.create({
+      data: { key: 'welcome', channel: 'EMAIL', locale: 'en', version: 2, subject: 'Hi {{firstName}}', bodyHtml: '<p>{{firstName}}</p>', variables: ['firstName'] },
+    });
+    const { content, provenance } = await svc.render({ key: 'welcome' }, { firstName: 'Dana' }, { channel: 'EMAIL' });
+    expect(content.subject).toBe('Hi Dana');
+    expect(content.html).toBe('<p>Dana</p>');
+    expect(provenance).toMatchObject({ templateKey: 'welcome', templateVersion: 2, templateLocale: 'en' });
+    expect(provenance.renderedHash).toMatch(/^[a-f0-9]{64}$/);
+  });
+
+  it('renders an inline source without a DB row (key/version null)', async () => {
+    const { content, provenance } = await svc.render(
+      { inline: { subject: 'Ad-hoc {{x}}', html: '<b>{{x}}</b>', variables: ['x'] } },
+      { x: 'Y' },
+      { channel: 'EMAIL' },
+    );
+    expect(content.subject).toBe('Ad-hoc Y');
+    expect(content.html).toBe('<b>Y</b>');
+    expect(provenance.templateKey).toBeNull();
+    expect(provenance.templateVersion).toBeNull();
+    expect(provenance.renderedHash).toMatch(/^[a-f0-9]{64}$/);
+  });
+
+  it('pins to an explicit version when asked', async () => {
+    await prisma.iiosMessageTemplate.create({ data: { key: 'k', channel: 'EMAIL', locale: 'en', version: 1, bodyText: 'v1' } });
+    await prisma.iiosMessageTemplate.create({ data: { key: 'k', channel: 'EMAIL', locale: 'en', version: 2, bodyText: 'v2' } });
+    const latest = await svc.render({ key: 'k' }, {}, { channel: 'EMAIL' });
+    const pinned = await svc.render({ key: 'k', version: 1 }, {}, { channel: 'EMAIL' });
+    expect(latest.content.text).toBe('v2');
+    expect(pinned.content.text).toBe('v1');
+    expect(pinned.provenance.templateVersion).toBe(1);
+  });
+
+  it('throws for an unknown stored key', async () => {
+    await expect(svc.render({ key: 'missing' }, {}, { channel: 'EMAIL' })).rejects.toBeInstanceOf(TemplateNotFoundError);
+  });
+});

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

@@ -0,0 +1,55 @@
+import { Injectable } from '@nestjs/common';
+import { createHash } from 'node:crypto';
+import { TemplateRepository } from './template.repository';
+import { renderTemplate, type RawTemplate, type RenderedContent } from './template.renderer';
+import { isInlineSource, type RenderOptions, type TemplateSource } from './template.model';
+
+/** The provenance of a rendered send — carried onto the outbound command for replay/audit. */
+export interface RenderProvenance {
+  templateKey: string | null; // null for inline sources
+  templateVersion: number | null;
+  templateLocale: string | null;
+  renderedHash: string; // sha256 of the rendered content
+}
+
+export interface RenderResult {
+  content: RenderedContent;
+  provenance: RenderProvenance;
+}
+
+@Injectable()
+export class TemplateService {
+  constructor(private readonly repo: TemplateRepository) {}
+
+  /**
+   * Resolve (if a stored key) and render a template with `vars`, returning the content plus the
+   * provenance to record on the send. Inline sources skip the DB and carry null key/version — the
+   * caller owns inline content, so no declared-variable contract is enforced for it.
+   */
+  async render(source: TemplateSource, vars: Record<string, unknown>, opts: RenderOptions): Promise<RenderResult> {
+    const locale = opts.locale ?? 'en';
+
+    if (isInlineSource(source)) {
+      const raw: RawTemplate = {
+        subject: source.inline.subject,
+        bodyHtml: source.inline.html,
+        bodyText: source.inline.text,
+        variables: source.inline.variables ?? [],
+      };
+      const content = renderTemplate(raw, vars);
+      return { content, provenance: this.provenance(content, null, null, null) };
+    }
+
+    const tpl = await this.repo.resolve(source.key, opts.channel, locale, opts.scopeId, source.version);
+    const content = renderTemplate(
+      { subject: tpl.subject, bodyHtml: tpl.bodyHtml, bodyText: tpl.bodyText, variables: (tpl.variables as string[] | null) ?? [] },
+      vars,
+    );
+    return { content, provenance: this.provenance(content, tpl.key, tpl.version, tpl.locale) };
+  }
+
+  private provenance(content: RenderedContent, key: string | null, version: number | null, locale: string | null): RenderProvenance {
+    const hash = createHash('sha256').update(JSON.stringify(content)).digest('hex');
+    return { templateKey: key, templateVersion: version, templateLocale: locale, renderedHash: hash };
+  }
+}

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

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

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

@@ -0,0 +1,70 @@
+import { Inject, Injectable } from '@nestjs/common';
+import type { IiosPlatformPorts } from '@insignia/iios-contracts';
+import { OutboundService } from '../adapters/outbound.service';
+import { PLATFORM_PORTS } from '../platform/platform-ports';
+import { decideOrThrow } from '../platform/fail-closed';
+import { TemplateService } from './template.service';
+import type { RenderedContent } from './template.renderer';
+import { isInlineSource, type TemplateSource } from './template.model';
+
+/** External-egress channels only. INTERNAL (in-app, no SMTP) delivery is the messaging module's job. */
+export type ExternalChannel = 'EMAIL' | 'SMS';
+
+/** An email attachment REF (bytes resolved by the provider at send time). */
+export interface AttachmentRef { filename?: string; contentRef: string; mimeType?: string }
+
+export interface SendTemplatedInput {
+  source: TemplateSource;
+  channel: ExternalChannel;
+  target: string; // email address / phone number
+  vars: Record<string, unknown>;
+  scopeId?: string;
+  locale?: string;
+  idempotencyKey: string; // REQUIRED — e.g. "receipt:<stripe_session_id>"
+  purpose?: string;
+  attachments?: AttachmentRef[]; // EMAIL only
+}
+
+/**
+ * The single entry point for a templated external send: render → OutboundService.send → provenance
+ * stamped in one place (by construction, not caller convention). Rendering stays pure/testable;
+ * OutboundService stays content-agnostic (it only records the provenance it is handed).
+ */
+@Injectable()
+export class TemplatedSender {
+  constructor(
+    private readonly templates: TemplateService,
+    private readonly outbound: OutboundService,
+    @Inject(PLATFORM_PORTS) private readonly ports: IiosPlatformPorts,
+  ) {}
+
+  async sendTemplated(input: SendTemplatedInput) {
+    // Inline HTML to a customer is more dangerous than a reviewed stored template — gate it apart,
+    // so policy can permit stored sends while restricting ad-hoc ones. Fail-closed.
+    const action = isInlineSource(input.source) ? 'iios.template.send.inline' : 'iios.template.send';
+    await decideOrThrow(this.ports, { action, scopeId: input.scopeId, channel: input.channel });
+
+    const { content, provenance } = await this.templates.render(input.source, input.vars, {
+      channel: input.channel,
+      locale: input.locale,
+      scopeId: input.scopeId,
+    });
+    return this.outbound.send(
+      input.channel,
+      input.target,
+      this.toPayload(input.channel, content, input.attachments),
+      input.idempotencyKey,
+      input.scopeId,
+      input.purpose,
+      provenance,
+    );
+  }
+
+  /** Shape rendered content into the channel's egress envelope (EmailProvider reads subject/text/html). */
+  private toPayload(channel: ExternalChannel, content: RenderedContent, attachments?: AttachmentRef[]): Record<string, unknown> {
+    if (channel === 'EMAIL') {
+      return { subject: content.subject, html: content.html, text: content.text, ...(attachments && attachments.length > 0 ? { attachments } : {}) };
+    }
+    return { text: content.text ?? content.subject ?? '' }; // SMS: text only
+  }
+}

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

@@ -3,19 +3,24 @@ import {
   BadRequestException,
   Body,
   Controller,
+  Delete,
   Get,
   Headers,
   HttpCode,
   Param,
+  Patch,
   Post,
   Query,
+  UseGuards,
 } from '@nestjs/common';
 import { ThreadsService } from './threads.service';
 import { MessageService } from '../messaging/message.service';
 import { SessionVerifier } from '../platform/session.verifier';
+import { ContextAttestationGuard } from '../platform/context-attestation.guard';
 import { SendMessageDto } from './send-message.dto';
 
 @Controller('v1/threads')
+@UseGuards(ContextAttestationGuard)
 export class ThreadsController {
   constructor(
     private readonly threads: ThreadsService,
@@ -23,10 +28,14 @@ export class ThreadsController {
     private readonly session: SessionVerifier,
   ) {}
 
-  /** Generic "my threads" — every thread the caller participates in (last message + unread). */
+  /**
+   * Generic "my threads" — every thread the caller participates in (last message + unread).
+   * `?metadata[key]=value` narrows to threads whose opaque attribute bag matches (equality on each key).
+   */
   @Get()
-  async listThreads(@Headers('authorization') auth?: string) {
+  async listThreads(@Headers('authorization') auth?: string, @Query('metadata') metadata?: Record<string, string>) {
-    return this.messages.listThreads(this.principal(auth));
+    const metaFilter = metadata && typeof metadata === 'object' ? metadata : undefined;
+    return this.messages.listThreads(this.principal(auth), metaFilter ? { metadata: metaFilter } : undefined);
   }
 
   /** Generic "my annotated messages" (e.g. ?type=save for a personal bookmarks list). */
@@ -35,11 +44,11 @@ export class ThreadsController {
     return this.messages.listMyAnnotated(this.principal(auth), type);
   }
 
-  /** Create a thread; `membership`/`creatorRole`/`subject` are opaque, app-supplied attributes the kernel stores but never interprets. */
+  /** Create a thread; `membership`/`creatorRole`/`subject`/`metadata` are opaque, app-supplied attributes the kernel stores but never interprets. */
   @Post()
   @HttpCode(201)
-  async createThread(@Body() body: { membership?: string; creatorRole?: string; subject?: string }, @Headers('authorization') auth?: string) {
+  async createThread(@Body() body: { membership?: string; creatorRole?: string; subject?: string; metadata?: Record<string, unknown> }, @Headers('authorization') auth?: string) {
-    return this.messages.openThread(null, this.principal(auth), { membership: body?.membership, creatorRole: body?.creatorRole, subject: body?.subject });
+    return this.messages.openThread(null, this.principal(auth), { membership: body?.membership, creatorRole: body?.creatorRole, subject: body?.subject, metadata: body?.metadata });
   }
 
   /** Governed membership: add a user (by userId) to a thread — policy enforces DM cap / roles. */
@@ -49,6 +58,27 @@ export class ThreadsController {
     return this.messages.addParticipant(id, this.principal(auth), body.userId, body.role);
   }
 
+  /** Members of a thread with their role — drives the group settings member list. */
+  @Get(':id/participants')
+  async listParticipants(@Param('id') id: string, @Headers('authorization') auth?: string) {
+    return this.messages.listParticipants(id, this.principal(auth));
+  }
+
+  /** Governed removal: remove a user from a thread — policy enforces group-admin. */
+  @Delete(':id/participants/:userId')
+  @HttpCode(200)
+  async removeParticipant(@Param('id') id: string, @Param('userId') userId: string, @Headers('authorization') auth?: string) {
+    return this.messages.removeParticipant(id, this.principal(auth), userId);
+  }
+
+  /** Governed rename (group settings): change a thread subject — policy enforces group-admin. */
+  @Patch(':id')
+  @HttpCode(200)
+  async updateThread(@Param('id') id: string, @Body() body: { subject?: string }, @Headers('authorization') auth?: string) {
+    if (body?.subject == null) throw new BadRequestException('subject is required');
+    return this.messages.renameThread(id, this.principal(auth), body.subject);
+  }
+
   @Get(':id/messages')
   async listMessages(@Param('id') id: string) {
     return this.threads.getMessages(id);

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

@@ -9,7 +9,7 @@ export interface ThreadMessage {
   actorId: string | null;
   kind: string;
   occurredAt: Date;
-  parts: Array<{ kind: string; bodyText: string | null; contentRef: string | null }>;
+  parts: Array<{ kind: string; bodyText: string | null; contentRef: string | null; mimeType: string | null; sizeBytes: number | null }>;
 }
 
 @Injectable()
@@ -39,7 +39,7 @@ export class ThreadsService {
         actorId: i.actorId,
         kind: i.kind,
         occurredAt: i.occurredAt,
-        parts: i.parts.map((p) => ({ kind: p.kind, bodyText: p.bodyText, contentRef: p.contentRef })),
+        parts: i.parts.map((p) => ({ kind: p.kind, bodyText: p.bodyText, contentRef: p.contentRef, mimeType: p.mimeType, sizeBytes: p.sizeBytes != null ? Number(p.sizeBytes) : null })),
       })),
     };
   }