Resolve conflicts in dashboard.tsx and dashboard.css:
- Keep goutamnextflow's SDK inbox/messenger, settings, notifications,
realtime provider and smart gallery (the old messenger/inbox files
were deleted on that branch)
- Graft the feat/leads additions (Leads, Verify views + their CSS) on top
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Shared RealtimeProvider opens ONE dashboard-wide IIOS message socket reused by
the messenger tab and the new NotificationCenter. CrmMessagingAdapter gains
setFocus (drives presence/push suppression) and subscribeActivity (joins all
of the caller's threads, fans out incoming messages). NotificationCenter shows
a clickable toast on new messages when you're not on the messenger tab and
deep-links to the conversation. Pulls @insignia/iios-messaging-ui@0.1.7.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Topbar search box → debounced crm.search → dropdown of hits (chat/mail, highlighted
snippet). Clicking a hit switches to the right tab and focuses the exact thread:
mail → Inbox, chat → Messenger (via the SDK's new focusThreadId, 0.1.6). Snippet HTML
is escaped except the <em> highlight. Demo mode searches an in-memory set.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Replace the SMTP 'coming soon' stub with a real card: host/port/SSL/user/password/
from-address/from-name → crm.settings.smtp.configure, masked status from
crm.settings.smtp.status. Mirrors the Twilio SMS card; demo mode stores hints locally.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
goutamnextflow adopts @insignia/iios-messaging-ui (drops the bespoke
messenger/inbox/mail) and adds Org Settings → Integrations. Resolve against
the Smart Gallery work:
- dashboard.tsx: route messenger→MessengerSdk, inbox→InboxSdk, add settings→
Settings (goutamnextflow) AND keep gallery→SmartGallery (ours). Drop the
now-deleted Messenger/Inbox imports.
- next.config.ts / package.json: union transpilePackages + deps (keep
@photo-gallery/sdk + ML deps AND @insignia/iios-messaging-ui).
- dashboard.css: keep both appended blocks (.gal* gallery + .settings-* org
settings).
Gallery integrates with zero errors. Vendored @photo-gallery/sdk re-synced
(0-diff). Verified: tsc clean + `next build` compiles the whole merged app
(gallery AI routes + dashboard). The new @insignia/iios-messaging-ui private
dep is stubbed locally (see .claude/dev-scripts); it resolves on CI/Vercel.
New Settings tab renders an Integrations section; the SMS (Twilio) card lets a
tenant admin connect their own Twilio account (Account SID / write-only Auth Token
/ E.164 from-number) via crm.settings.sms.configure, and shows the masked status
(from-number + SID last-4) from crm.settings.sms.status. Demo mode stores hints
locally. Email (SMTP) shown as the next provider on the same registry.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
- Add Lead source dropdown options (Door Knock, Referral, Storm Chase,
Mailer/Postcard, Sign Call, Insurance Agent Referral, Repeat Customer,
Social Media, Other)
- Quick form: Referral shows a referral-note textarea; Door Knock shows a
canvasser search (by name or email) with picker + chip
- Full form is now a Next/Back wizard ending in Create Lead
- Reps gain email for canvasser search
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Replace the bespoke in-CRM inbox with the SDK's <Inbox>, driven by a new
CrmInboxAdapter over the be-crm data door (crm.inbox.* + crm.mail.*).
Demo mode falls back to the SDK MockInboxAdapter. Maps --miu-* tokens for
.miu-inbox to the CRM theme.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
The messenger tab now renders the shared SDK's <Messenger>, not the bespoke
in-CRM implementation. The CRM only supplies transport + theme:
- CrmMessagingAdapter implements the SDK's MessagingAdapter over the be-crm
data door (crm.messenger.conversation.list/open, history, send, directory);
live updates via a 4s poll for now (socket realtime is a follow-up that
reuses messenger-socket.tsx). Tenancy/auth stay server-side.
- messenger-sdk.tsx wires MessagingProvider + adapter (live = CrmMessagingAdapter,
demo = the SDK MockAdapter), themed by mapping --miu-* tokens to the CRM
design system.
- dashboard renders <MessengerSdk/>; the old messenger.tsx is left in place
for rollback and will be deleted once this is proven live.
NOTE: the SDK is installed from a local tarball (file:) for verification since
it isn't published yet. For deploy: publish @insignia/iios-messaging-ui to the
registry and change the dep to a version range. transpilePackages covers ESM.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Leads: card board with status stats, search + status tabs, a rich
lead-detail popup (contact, property, job, insurance, assignment,
storm banner) and a New Lead intake form (Quick / Full Form) with
multi-phone/email rows, site-photo dropzone and urgency picker.
Lead Verification: clickable stat tiles, status/source/assignee
filters, a full verification table, a detail popup with an activity
timeline, and a per-row actions menu (verify / reassign / pending…).
Both wired into the dashboard view switcher and styled with the
existing orange brand + glass-card system (dark & light themes).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The modal body is a flex child with overflow-y:auto but had no min-height:0,
so it refused to shrink below content height and pushed the footer past the
90vh cap (visible on the tall Group settings modal — the Done button was
clipped). Add flex:1 1 auto + min-height:0 so the body scrolls and the
footer stays pinned.
Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
Per AppShell, email delivery lives in the domain API. Delete the frontend
/api/email/invite route + invite-email template, and the team-management email
wiring. be-crm now emails invitees on create/resend. Copy link stays as a
fallback (invite token still returned in the pending-invite list).
The invite link is token-only, so the landing page couldn't tell the invited
email or whether an account existed — it dumped everyone on an empty register
screen. Now it calls a public lookup (/api/invite/lookup → be-crm) and:
- first-time invitee → register with the email prefilled + locked;
- email already registered → sign in with the email prefilled;
- signed-in + registered → accept immediately; signed-in + no profile → onboarding.
Login now redeems the pending invite after sign-in (password/OTP/OAuth), so an
existing user's invite is accepted on login (not only when already logged in).
- POST /api/email/invite: sends the invite email via the Twilio Emails API using
server-only TWILIO_ACCOUNT_SID/TWILIO_AUTH_TOKEN (Vercel env), from
EMAIL_FROM_ADDRESS (default support@lynkedup.dev). Fixed invite template; gated
on a session cookie so it isn't an open relay.
- Team Management emails the invite on create and resend (token now returned by
both), with the Copy-link as a fallback. Mock mode skips email.
- Registration no longer asks for a role/persona (removed the role select +
allottee block); crm.account.register sends no persona.
- New users have no permissions → the sidebar now shows only Dashboard + Profile
for them, gated on crm.account.me (membership + permissions). Members see the
areas their permissions allow.
- Add /portal/invite?token=… : accepts the invite for a signed-in registered
user, or routes an unregistered invitee through register/onboarding, which
redeems the stashed token on completion (granting the invited role).
- Team Management: 'Copy link' on pending invites builds the invite link from
the invitation token (no email delivery yet).
Public, unauthenticated pages required for A2P 10DLC campaign verification:
- /sms-opt-in: web opt-in form (phone field, un-pre-checked consent checkbox,
message description, frequency, msg&data-rates + HELP/STOP disclaimers, links
to Terms & Privacy, 'Yes, sign me up!' submit).
- /privacy: Privacy Policy with the mandatory SMS clauses (no third-party/affiliate
sharing of mobile numbers or SMS consent, message frequency, rates disclosure).
- /terms: Terms of Service with an SMS program-terms section.
Business details centralized in legal-config.ts (replace SMS_SENDER with the
live Twilio number once approved).
/portal/onboarding is only a step in the Google sign-in flow. Redirect to
login unless the login page's onboard_email handoff hint is present (and the
session is authenticated), instead of showing an empty form on direct/typed
URL access. Hold rendering until the check passes to avoid a form flash, and
clear the hint once onboarding completes so it can't be reused.
After a Google sign-in with no CRM profile, route to /portal/onboarding — the
registration flow in mode='onboard': email skipped (Google-verified, prefilled
via getUserEmail), sets a password (updateUser) so email+password login also
works, skips the OTP-verify step, and persists the profile via crm.account.register.
Existing-profile users go straight to the dashboard. Bumps SDK ^0.2.3.
- Sidebar footer now shows the ACE identity (was static 'James Carter') with a
Sign-out menu; topbar user gets a Sign-out dropdown too. Both call useAuth().logout.
- Remove all visible 'Demo:' hints from login + register and the 'Demo mode' subtitle.
- team-management: new useTeamData() data layer serves live be-crm data door
(crm.team.member.search/role.list/invitation.list + set-roles/perm/invite
commands) or the mock fallback, gated on isShellConfigured(). A member can
hold MANY roles: role chips + multi-select picker in Edit/Invite modals.
- login OTP: OtpVerify wired to real Supabase email + SMS OTP (passwordless)
via appshell sendEmailOtp/verifyEmailOtp + sendPhoneOtp/verifyPhoneOtp.
- bump @abe-kap/appshell-sdk ^0.2.0 (phone OTP).
- dashboard sidebar now uses the --sidebar token so it turns white in
light mode instead of staying black; active nav item stays readable
- registration: drop the Property / Job ID step (job ID + find-by-address),
flow is now Account -> Verify -> Address with steps renumbered
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Replace roles with the 10 Construction Industry personas (Owner, Admin,
Sales Manager, Sales Rep, Project Manager, Site Supervisor, Canvasser,
Team Lead, Subcontractor, Other), each with description, attire &
appearance cues and a common-overlap note
- Render Attire & appearance + Common overlap sections on each role card
- Remap members/invites to new role ids; add canvasser, team-lead and
subcontractor members so every persona shows
- Set color-scheme per theme and style <select> options so the role
dropdown is legible in dark mode
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Flag emojis don't render on Windows, so derive an ISO code from the
emoji's regional indicators and load a flagcdn image in front of the
country-code selector (Account + Verify steps).
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Team Management: crew hero, member gallery + list, role rings, invites
- Support Center: command-center Overview (live status, pulse ribbon, signal)
- AI Assistant: animated orb rings + textured stage
- Rules: rulebook cards (watermark, uniform orange), 3-up responsive grid
- Brand: --grad-brand now solid rgba(253,169,19,.92), white text/icons on
orange, no orange gradients; dark surfaces (--card-grad/--panel-2) #060608
- Segmented tabs get an on-brand orange active state
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Support Center overview rebuilt as a bento grid: large live-chat hero
tile, support team tile, mini channel tiles and a recent-tickets strip.
- Restore full workspace sidebar (Workspace/Team/Profile groups) with a
premium golden active state; unbuilt modules show a Coming Soon view.
- Use Western names across the UI (James Carter; Emma Wilson, Liam Foster,
Sophie Turner, Noah Mitchell) incl. tickets, threads, portal demo user.
- Remove the Allottee card from Profile; add a clean Account & identity
card and live-editable contacts.
- Relabel "Plot" -> "House number" everywhere; drop the allotment chip in
favour of the property category.
- Premium visual pass: brand gradients, depth, glow accents, pill tabs.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
- Full dashboard at /dashboard matching the Figma Linkedup-Web frame
- Dark/light theme toggle (persisted to localStorage)
- Live animated charts: stat sparkbars, P&L grouped bars, donut, gauge,
pipeline bars, progress, revenue-potential
- Sidebar, topbar, stat cards, weather, top sales reps
- 29 icons exported from Figma (currentColor) + lucide fallbacks
- Fix: bar charts had zero height (percentage in indefinite flex parent)
- Fix: removed content max-width that left a right-side gap
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Mayur Shinde
maaz519
Goutam