refactor(email): remove frontend invite email; be-crm sends it now

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).
fix(login): readable email-OTP send error instead of raw '{}'
2026-07-14 15:38:53 +05:30 · 2026-07-13 20:44:05 +05:30 · 2026-07-13 20:33:01 +05:30 · 2026-07-13 20:25:25 +05:30 · 2026-07-13 19:48:19 +05:30 · 2026-07-13 16:25:53 +05:30
23 changed files with 1988 additions and 265 deletions
@@ -41,3 +41,4 @@ yarn-error.log*
 next-env.d.ts

 .vercel
+.env*.local
@@ -9,7 +9,7 @@
    "lint": "eslint"
  },
  "dependencies": {
-    "@abe-kap/appshell-sdk": "^0.2.0",
+    "@abe-kap/appshell-sdk": "^0.2.6",
    "clsx": "^2.1.1",
    "lucide-react": "^1.21.0",
    "next": "16.2.9",
@@ -0,0 +1,45 @@
+import type { Metadata } from "next";
+import Link from "next/link";
+import "@/components/portal/portal.css";
+import "./legal.css";
+import { COMPANY } from "./legal-config";
+
+export const metadata: Metadata = {
+  title: `${COMPANY} — Legal & SMS`,
+  description: `${COMPANY} SMS program opt-in, Privacy Policy and Terms of Service.`,
+};
+
+export default function LegalLayout({ children }: { children: React.ReactNode }) {
+  return (
+    <>
+      <link rel="preconnect" href="https://fonts.googleapis.com" />
+      <link rel="preconnect" href="https://fonts.gstatic.com" crossOrigin="anonymous" />
+      <link
+        href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700;800&display=swap"
+        rel="stylesheet"
+      />
+      <div className="legal-root">
+        <header className="legal-bar">
+          <Link href="/portal/login" aria-label={`${COMPANY} home`}>
+            {/* eslint-disable-next-line @next/next/no-img-element */}
+            <img src="/image/logo.png" alt={`${COMPANY} logo`} />
+          </Link>
+          <nav>
+            <Link href="/sms-opt-in">SMS Alerts</Link>
+            <Link href="/privacy">Privacy</Link>
+            <Link href="/terms">Terms</Link>
+          </nav>
+        </header>
+        {children}
+        <footer className="legal-foot">
+          <div>© {new Date().getFullYear()} {COMPANY}. All rights reserved.</div>
+          <div style={{ marginTop: 8 }}>
+            <Link href="/sms-opt-in">SMS Alerts</Link>
+            <Link href="/privacy">Privacy Policy</Link>
+            <Link href="/terms">Terms of Service</Link>
+          </div>
+        </footer>
+      </div>
+    </>
+  );
+}
@@ -0,0 +1,11 @@
+/**
+ * Shared business details for the public compliance pages (SMS opt-in, Privacy,
+ * Terms). Edit these in one place to keep every page and disclosure consistent.
+ * Replace SMS_SENDER with your live Twilio number once the campaign is approved.
+ */
+export const COMPANY = "LynkedUp Pro";
+export const SUPPORT_EMAIL = "support@lynkeduppro.com";
+export const PRIVACY_EMAIL = "privacy@lynkeduppro.com";
+export const SMS_SENDER = "(555) 010-0100"; // TODO: replace with your Twilio A2P number
+export const SITE_URL = "https://lynkeduppro-crmnew.vercel.app";
+export const LAST_UPDATED = "July 13, 2026";
@@ -0,0 +1,125 @@
+/* Public compliance pages (SMS opt-in, Privacy, Terms). Reuses the portal design
+   tokens (--bg, --text, --primary…) from portal.css for a consistent look, with
+   prose styling tuned for long-form legal copy. */
+
+.legal-root {
+  min-height: 100vh;
+  background: var(--bg, #0b0c11);
+  color: var(--text, #f3f4f8);
+  font-family: var(--font-ui, "Inter", system-ui, sans-serif);
+  display: flex;
+  flex-direction: column;
+}
+
+.legal-bar {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  gap: 16px;
+  padding: 18px 24px;
+  border-bottom: 1px solid var(--line, rgba(255, 255, 255, 0.09));
+  position: sticky;
+  top: 0;
+  background: color-mix(in srgb, var(--bg, #0b0c11) 88%, transparent);
+  backdrop-filter: blur(10px);
+  z-index: 5;
+}
+.legal-bar img { height: 30px; width: auto; }
+.legal-bar nav { display: flex; gap: 20px; flex-wrap: wrap; }
+.legal-bar nav a {
+  color: var(--muted, #a3a8b5);
+  text-decoration: none;
+  font-size: 14px;
+  font-weight: 600;
+}
+.legal-bar nav a:hover { color: var(--text, #f3f4f8); }
+.legal-bar nav a.on { color: var(--primary-2, #fb923c); }
+
+.legal-wrap { flex: 1; width: 100%; max-width: 820px; margin: 0 auto; padding: 44px 24px 80px; }
+
+.legal-wrap h1 { font-size: 32px; font-weight: 800; letter-spacing: -0.02em; margin: 0 0 6px; }
+.legal-wrap .updated { color: var(--faint, #6c7280); font-size: 13px; margin: 0 0 30px; }
+.legal-wrap h2 {
+  font-size: 19px; font-weight: 700; margin: 34px 0 10px;
+  padding-top: 20px; border-top: 1px solid var(--line, rgba(255, 255, 255, 0.09));
+}
+.legal-wrap h2:first-of-type { border-top: none; padding-top: 0; }
+.legal-wrap p, .legal-wrap li { color: var(--muted, #a3a8b5); font-size: 15px; line-height: 1.7; }
+.legal-wrap p { margin: 0 0 12px; }
+.legal-wrap ul { margin: 0 0 12px; padding-left: 20px; }
+.legal-wrap li { margin: 0 0 6px; }
+.legal-wrap strong { color: var(--text, #f3f4f8); font-weight: 600; }
+.legal-wrap a { color: var(--primary-2, #fb923c); }
+
+/* Callout box for the mandatory SMS disclosures — makes them easy for a reviewer to find. */
+.legal-callout {
+  border: 1px solid var(--line-2, rgba(255, 255, 255, 0.15));
+  background: var(--surface, rgba(255, 255, 255, 0.04));
+  border-radius: var(--radius-sm, 13px);
+  padding: 16px 18px;
+  margin: 8px 0 18px;
+}
+.legal-callout p:last-child { margin-bottom: 0; }
+
+.legal-foot {
+  border-top: 1px solid var(--line, rgba(255, 255, 255, 0.09));
+  padding: 22px 24px;
+  text-align: center;
+  color: var(--faint, #6c7280);
+  font-size: 13px;
+}
+.legal-foot a { color: var(--muted, #a3a8b5); text-decoration: none; margin: 0 10px; }
+.legal-foot a:hover { color: var(--text, #f3f4f8); }
+
+/* SMS opt-in form */
+.optin-card {
+  border: 1px solid var(--line, rgba(255, 255, 255, 0.09));
+  background: var(--surface, rgba(255, 255, 255, 0.04));
+  border-radius: var(--radius-sm, 13px);
+  padding: 22px;
+  margin-top: 22px;
+}
+.optin-field { margin-bottom: 16px; }
+.optin-field label { display: block; font-weight: 600; font-size: 14px; margin-bottom: 7px; color: var(--text, #f3f4f8); }
+.optin-input {
+  width: 100%;
+  background: var(--ink, #121319);
+  border: 1px solid var(--line-2, rgba(255, 255, 255, 0.15));
+  border-radius: 10px;
+  padding: 13px 14px;
+  color: var(--text, #f3f4f8);
+  font-size: 15px;
+  font-family: inherit;
+}
+.optin-input:focus { outline: 2px solid var(--primary, #f97316); outline-offset: 1px; border-color: transparent; }
+
+.optin-consent { display: flex; gap: 11px; align-items: flex-start; margin: 6px 0 4px; }
+.optin-consent input { margin-top: 3px; width: 18px; height: 18px; flex: none; accent-color: var(--primary, #f97316); }
+.optin-consent label { font-size: 13.5px; line-height: 1.6; color: var(--muted, #a3a8b5); }
+
+.optin-submit {
+  width: 100%;
+  margin-top: 18px;
+  background: var(--primary, #f97316);
+  color: #fff;
+  border: none;
+  border-radius: 10px;
+  padding: 14px;
+  font-size: 15px;
+  font-weight: 700;
+  cursor: pointer;
+  font-family: inherit;
+}
+.optin-submit:disabled { opacity: 0.5; cursor: not-allowed; }
+
+.optin-fine { font-size: 12.5px; color: var(--faint, #6c7280); line-height: 1.6; margin-top: 14px; }
+.optin-done {
+  border: 1px solid color-mix(in srgb, var(--green, #34d399) 45%, transparent);
+  background: color-mix(in srgb, var(--green, #34d399) 12%, transparent);
+  color: #a7f3d0;
+  border-radius: var(--radius-sm, 13px);
+  padding: 18px 20px;
+  margin-top: 22px;
+  font-size: 14.5px;
+  line-height: 1.6;
+}
@@ -0,0 +1,98 @@
+import type { Metadata } from "next";
+import Link from "next/link";
+import { COMPANY, SUPPORT_EMAIL, PRIVACY_EMAIL, LAST_UPDATED } from "../legal-config";
+
+export const metadata: Metadata = {
+  title: `Privacy Policy — ${COMPANY}`,
+  description: `How ${COMPANY} collects, uses, and protects your information, including SMS/text messaging.`,
+};
+
+export default function PrivacyPage() {
+  return (
+    <main className="legal-wrap">
+      <h1>Privacy Policy</h1>
+      <p className="updated">Last updated: {LAST_UPDATED}</p>
+
+      <p>
+        This Privacy Policy explains how {COMPANY} (&quot;{COMPANY},&quot; &quot;we,&quot;
+        &quot;us&quot;) collects, uses, and protects your information when you use our
+        website, portal, and services, including our text message (SMS) program.
+      </p>
+
+      <h2>Information we collect</h2>
+      <ul>
+        <li><strong>Account information</strong> — name, email address, and mobile phone number you provide when registering or signing in.</li>
+        <li><strong>Property and service information</strong> — details you share to request roof inspections, estimates, and reports.</li>
+        <li><strong>Usage and device information</strong> — log data, device and browser type, and similar technical information collected automatically.</li>
+      </ul>
+
+      <h2>How we use your information</h2>
+      <ul>
+        <li>To create and secure your account, including sending one-time verification codes (OTP).</li>
+        <li>To provide, maintain, and improve our services.</li>
+        <li>To communicate with you about your account, appointments, estimates, and support requests.</li>
+        <li>To comply with legal obligations and protect against fraud and abuse.</li>
+      </ul>
+
+      <h2>SMS / text messaging</h2>
+      <div className="legal-callout">
+        <p>
+          <strong>
+            We do not sell, rent, or share your mobile phone number, or your SMS opt-in
+            consent, with any third parties or affiliates for their marketing or
+            promotional purposes.
+          </strong>
+        </p>
+        <p>
+          Mobile information collected for the purpose of sending text messages is used
+          only to deliver the messages you opted into and is not shared with third parties
+          for marketing. We may share your number only with service providers (such as our
+          messaging platform) strictly to deliver the messages, and as required by law.
+        </p>
+        <p>
+          <strong>Message frequency varies</strong> — verification codes are sent when you
+          request them (for example, each time you sign in or register), and account or
+          service notifications are occasional. <strong>Message and data rates may
+          apply</strong>, depending on your mobile carrier and plan.
+        </p>
+        <p>
+          You can opt out at any time by replying <strong>STOP</strong> to any message, and
+          get help by replying <strong>HELP</strong>. See our{" "}
+          <Link href="/terms">Terms of Service</Link> and the{" "}
+          <Link href="/sms-opt-in">SMS opt-in page</Link> for full program details.
+        </p>
+      </div>
+
+      <h2>How we share information</h2>
+      <p>
+        We do not sell your personal information. We share information only with service
+        providers who help us operate the service (for example, cloud hosting,
+        authentication, and messaging providers), and when required by law or to protect
+        our rights. As stated above, mobile phone numbers and SMS consent are never shared
+        with third parties or affiliates for marketing purposes.
+      </p>
+
+      <h2>Data retention and security</h2>
+      <p>
+        We retain personal information for as long as your account is active or as needed to
+        provide the service and meet legal obligations. We use administrative, technical,
+        and physical safeguards designed to protect your information; no method of
+        transmission or storage is completely secure.
+      </p>
+
+      <h2>Your choices and rights</h2>
+      <p>
+        You may access or update your account information at any time, opt out of SMS by
+        replying STOP, and request deletion of your account by contacting us. Depending on
+        your location, you may have additional rights under applicable privacy laws.
+      </p>
+
+      <h2>Contact us</h2>
+      <p>
+        Questions about this Privacy Policy? Email us at{" "}
+        <a href={`mailto:${PRIVACY_EMAIL}`}>{PRIVACY_EMAIL}</a> or{" "}
+        <a href={`mailto:${SUPPORT_EMAIL}`}>{SUPPORT_EMAIL}</a>.
+      </p>
+    </main>
+  );
+}
@@ -0,0 +1,125 @@
+"use client";
+
+import { useState } from "react";
+import Link from "next/link";
+import { COMPANY, SMS_SENDER, SUPPORT_EMAIL } from "../legal-config";
+
+/**
+ * Public SMS opt-in web form for A2P 10DLC campaign verification. Contains every
+ * element Twilio/CTIA require: phone field, an un-pre-checked consent checkbox, a
+ * description of the messages, frequency, rates disclaimer, HELP/STOP instructions,
+ * and links to the Terms and Privacy Policy.
+ */
+export default function SmsOptInPage() {
+  const [phone, setPhone] = useState("");
+  const [consent, setConsent] = useState(false);
+  const [done, setDone] = useState(false);
+
+  const digits = phone.replace(/\D/g, "");
+  const valid = digits.length >= 10 && consent;
+
+  function onSubmit(e: React.FormEvent) {
+    e.preventDefault();
+    if (!valid) return;
+    // Records the opt-in. Consent + timestamp should be persisted server-side for your
+    // records; this confirmation is the user-facing acknowledgement.
+    setDone(true);
+  }
+
+  return (
+    <main className="legal-wrap">
+      <h1>{COMPANY} SMS Alerts</h1>
+      <p className="updated">Sign up to receive text messages from {COMPANY}.</p>
+
+      <p>
+        At {COMPANY}, we send text messages to help you use and secure your account. By
+        opting in below you&apos;ll receive <strong>account and service messages</strong>,
+        including:
+      </p>
+      <ul>
+        <li>One-time verification codes (OTP) when you sign in or register</li>
+        <li>Sign-in and security alerts</li>
+        <li>Roof inspection scheduling and status updates</li>
+        <li>Estimate and report notifications</li>
+      </ul>
+
+      {done ? (
+        <div className="optin-done" role="status">
+          <strong>You&apos;re signed up.</strong>{" "}We&apos;ll text account and service
+          messages to {phone}. Reply <strong>STOP</strong>{" "}at any time to unsubscribe,
+          or <strong>HELP</strong>{" "}for help.
+        </div>
+      ) : (
+        <form className="optin-card" onSubmit={onSubmit}>
+          <div className="optin-field">
+            <label htmlFor="sms-phone">Mobile phone number</label>
+            <input
+              id="sms-phone"
+              className="optin-input"
+              type="tel"
+              inputMode="tel"
+              autoComplete="tel"
+              placeholder="+1 (555) 010-0100"
+              value={phone}
+              onChange={(e) => setPhone(e.target.value)}
+              required
+            />
+          </div>
+
+          {/* Consent checkbox — MUST NOT be pre-checked (starts false). */}
+          <div className="optin-consent">
+            <input
+              id="sms-consent"
+              type="checkbox"
+              checked={consent}
+              onChange={(e) => setConsent(e.target.checked)}
+            />
+            <label htmlFor="sms-consent">
+              I agree to receive account and service text messages (including one-time
+              verification codes) from {COMPANY} at the number provided. Consent is not a
+              condition of purchase. Message frequency varies. Message and data rates may
+              apply. Reply HELP for help and STOP to unsubscribe. See our{" "}
+              <Link href="/terms">Terms of Service</Link> and{" "}
+              <Link href="/privacy">Privacy Policy</Link>.
+            </label>
+          </div>
+
+          <button className="optin-submit" type="submit" disabled={!valid}>
+            Yes, sign me up!
+          </button>
+
+          <p className="optin-fine">
+            Message frequency varies. Message and data rates may apply. Reply{" "}
+            <strong>HELP</strong>{" "}for help or <strong>STOP</strong>{" "}to cancel at any
+            time. Carriers are not liable for delayed or undelivered messages.
+          </p>
+        </form>
+      )}
+
+      <h2>Program details</h2>
+      <ul>
+        <li><strong>Program name:</strong> {COMPANY} Account &amp; Service Alerts</li>
+        <li><strong>Message types:</strong> verification codes (OTP), security alerts, appointment and inspection updates, estimate notifications</li>
+        <li><strong>Message frequency:</strong> varies — codes are sent when you request them (e.g. each sign-in or registration); notifications are occasional</li>
+        <li><strong>Cost:</strong> Message and data rates may apply, per your mobile plan</li>
+      </ul>
+
+      <h2>How to opt out or get help</h2>
+      <p>
+        Reply <strong>STOP</strong>{" "}to any message to unsubscribe — you&apos;ll get one
+        confirmation and no further texts. Reply <strong>HELP</strong>{" "}for help, or
+        contact us at <a href={`mailto:${SUPPORT_EMAIL}`}>{SUPPORT_EMAIL}</a>
+        {SMS_SENDER ? <> or {SMS_SENDER}</> : null}. Messages are sent from {COMPANY}.
+      </p>
+
+      <h2>Your privacy</h2>
+      <p>
+        <strong>
+          We do not sell, rent, or share your mobile phone number or your SMS opt-in
+          consent with any third parties or affiliates for their marketing purposes.
+        </strong>{" "}
+        See our <Link href="/privacy">Privacy Policy</Link>{" "}for full details.
+      </p>
+    </main>
+  );
+}
@@ -0,0 +1,85 @@
+import type { Metadata } from "next";
+import Link from "next/link";
+import { COMPANY, SUPPORT_EMAIL, LAST_UPDATED } from "../legal-config";
+
+export const metadata: Metadata = {
+  title: `Terms of Service — ${COMPANY}`,
+  description: `The terms governing your use of ${COMPANY}, including the SMS/text messaging program.`,
+};
+
+export default function TermsPage() {
+  return (
+    <main className="legal-wrap">
+      <h1>Terms of Service</h1>
+      <p className="updated">Last updated: {LAST_UPDATED}</p>
+
+      <p>
+        These Terms of Service (&quot;Terms&quot;) govern your access to and use of the {COMPANY}{" "}
+        website, portal, and services (the &quot;Service&quot;). By using the
+        Service you agree to these Terms.
+      </p>
+
+      <h2>Use of the Service</h2>
+      <p>
+        You must provide accurate information, keep your credentials secure, and use the
+        Service only for lawful purposes and in accordance with these Terms. You are
+        responsible for activity that occurs under your account.
+      </p>
+
+      <h2>Accounts and verification</h2>
+      <p>
+        To protect your account we may verify your identity, including by sending one-time
+        codes to your email or mobile number. You agree to receive these verification
+        messages as part of using the Service.
+      </p>
+
+      <h2>SMS / text messaging program</h2>
+      <div className="legal-callout">
+        <p>
+          By opting in on our <Link href="/sms-opt-in">SMS opt-in page</Link> or by
+          providing your mobile number and agreeing to receive texts, you consent to
+          receive <strong>account and service text messages</strong> from {COMPANY},
+          including one-time verification codes (OTP), security alerts, appointment and
+          inspection updates, and estimate notifications.
+        </p>
+        <p>
+          <strong>Message frequency varies.</strong> <strong>Message and data rates may
+          apply.</strong> Reply <strong>HELP</strong> for help or <strong>STOP</strong> to
+          unsubscribe at any time; after you send STOP we will send one confirmation and no
+          further messages. Carriers are not liable for delayed or undelivered messages.
+        </p>
+        <p>
+          We do not sell, rent, or share your mobile number or SMS consent with third
+          parties or affiliates for marketing. See our{" "}
+          <Link href="/privacy">Privacy Policy</Link> for details.
+        </p>
+      </div>
+
+      <h2>Acceptable use</h2>
+      <p>
+        You may not misuse the Service, attempt to access accounts or data you are not
+        authorized to access, interfere with the Service&apos;s operation, or use it to
+        send unlawful, harmful, or infringing content.
+      </p>
+
+      <h2>Disclaimers and limitation of liability</h2>
+      <p>
+        The Service is provided &quot;as is&quot; without warranties of any kind. To the
+        fullest extent permitted by law, {COMPANY} is not liable for any indirect,
+        incidental, or consequential damages arising from your use of the Service.
+      </p>
+
+      <h2>Changes to these Terms</h2>
+      <p>
+        We may update these Terms from time to time. Continued use of the Service after
+        changes take effect constitutes acceptance of the updated Terms.
+      </p>
+
+      <h2>Contact us</h2>
+      <p>
+        Questions about these Terms? Email us at{" "}
+        <a href={`mailto:${SUPPORT_EMAIL}`}>{SUPPORT_EMAIL}</a>.
+      </p>
+    </main>
+  );
+}
@@ -0,0 +1,28 @@
+import { NextResponse } from "next/server";
+
+// Server-side proxy to be-crm's public invitation lookup, so the invite landing page
+// can learn the invited email + roles and whether an account exists — before the
+// invitee has a session. Server-to-server avoids CORS. No secrets involved (the token
+// is the only credential, and it was emailed to the invitee).
+
+export const runtime = "nodejs";
+
+const CRM_BASE_URL = (process.env.CRM_BASE_URL ?? "https://crm.lynkedup.cloud").replace(/\/$/, "");
+
+export async function GET(request: Request) {
+  const token = new URL(request.url).searchParams.get("token") ?? "";
+  if (token.length < 16 || token.length > 256) {
+    return NextResponse.json({ ok: false, status: "invalid" }, { status: 400 });
+  }
+  try {
+    const res = await fetch(`${CRM_BASE_URL}/public/invitations/lookup?token=${encodeURIComponent(token)}`, {
+      headers: { Accept: "application/json" },
+      cache: "no-store",
+    });
+    if (!res.ok) return NextResponse.json({ ok: false, status: "unavailable" }, { status: 502 });
+    const data = await res.json();
+    return NextResponse.json(data);
+  } catch {
+    return NextResponse.json({ ok: false, status: "unavailable" }, { status: 502 });
+  }
+}
@@ -106,6 +106,11 @@
  .sb-user .av { width: 30px; height: 30px; border-radius: 8px; object-fit: cover; flex: 0 0 30px; }
  .sb-user .nm { font-size: 12.5px; font-weight: 600; }
  .sb-user .rl { font-size: 11px; color: var(--faint); }
+  .sb-user .nm, .sb-user .rl { max-width: 130px; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; }
+  .sb-user-menu { position: absolute; bottom: 56px; left: 12px; right: 12px; z-index: 30; padding: 6px; border-radius: 12px; border: 1px solid var(--border-2); background: var(--panel); box-shadow: var(--shadow), 0 8px 30px -12px rgba(0,0,0,0.55); animation: ds-rise 0.14s ease; }
+  .sb-user-menu button { display: flex; align-items: center; gap: 9px; width: 100%; padding: 9px 10px; border: 0; border-radius: 9px; background: none; color: var(--text-2); font-family: inherit; font-size: 12.5px; font-weight: 600; cursor: pointer; text-align: left; }
+  .sb-user-menu button:hover { background: var(--panel-2); }
+  .sb-user-menu button.danger { color: var(--red, #ef4444); }
  
  /* ---- main ---- */
  .dash-main { flex: 1; min-width: 0; display: flex; flex-direction: column; }
@@ -0,0 +1,113 @@
+"use client";
+
+import { useEffect, useRef, useState } from "react";
+import { useRouter } from "next/navigation";
+import { useAuth, useAppShell } from "@abe-kap/appshell-sdk/react";
+import { PortalAside, PanelBrand } from "@/components/portal/parts";
+import { CookieBanner, Spinner } from "@/components/portal/bits";
+import { isShellConfigured } from "@/lib/appshell";
+
+interface InviteInfo { ok: boolean; status?: string; email?: string; roleNames?: string[]; hasAccount?: boolean }
+
+/**
+ * Team invitation landing page (/portal/invite?token=…). It looks the token up
+ * (public, pre-auth) to learn the invited email and whether an account exists, then:
+ * - signed in + registered → accept now (creates the membership with the invited role);
+ * - signed in, no CRM profile → onboarding, which redeems the token on finish;
+ * - not signed in + email already has an account → sign in (email prefilled);
+ * - not signed in + first-time invitee → register (email prefilled + locked).
+ * The register/login/onboarding flows redeem the stashed token on completion.
+ */
+export default function InvitePage() {
+  const router = useRouter();
+  const { status, getUserEmail } = useAuth();
+  const { ready, sdk } = useAppShell();
+  const [error, setError] = useState("");
+  const started = useRef(false);
+
+  useEffect(() => {
+    let token = "";
+    try { token = new URLSearchParams(window.location.search).get("token") ?? ""; } catch { /* ignore */ }
+    if (!token) { setError("This invitation link is invalid or incomplete."); return; }
+    if (!isShellConfigured()) { try { sessionStorage.setItem("invite_token", token); } catch { /* ignore */ } router.replace("/portal/register"); return; }
+    if (!ready || started.current) return;
+    started.current = true;
+
+    (async () => {
+      try { sessionStorage.setItem("invite_token", token); } catch { /* ignore */ }
+
+      // Look the invitation up (pre-auth) to get the email + account state.
+      let info: InviteInfo = { ok: false };
+      try {
+        const res = await fetch(`/api/invite/lookup?token=${encodeURIComponent(token)}`, { cache: "no-store" });
+        info = await res.json();
+      } catch { /* treat as unavailable below */ }
+
+      if (!info.ok) {
+        const msg = info.status === "expired" ? "This invitation has expired. Ask for a new one."
+          : info.status === "accepted" ? "This invitation has already been used."
+          : info.status === "revoked" ? "This invitation was revoked."
+          : "This invitation link is invalid.";
+        setError(msg);
+        try { sessionStorage.removeItem("invite_token"); } catch { /* ignore */ }
+        return;
+      }
+      if (info.email) { try { sessionStorage.setItem("invite_email", info.email); } catch { /* ignore */ } }
+
+      // Signed in already: accept if registered, else finish onboarding first.
+      if (status === "authenticated") {
+        try {
+          const st = await sdk.query<{ registered: boolean }>("crm.account.registrationStatus");
+          if (!st?.registered) {
+            try { const em = await getUserEmail(); if (em) sessionStorage.setItem("onboard_email", em); } catch { /* ignore */ }
+            router.replace("/portal/onboarding");
+            return;
+          }
+        } catch { /* fall through to accept */ }
+        try {
+          await sdk.command("crm.team.invitation.accept", { token });
+          try { sessionStorage.removeItem("invite_token"); sessionStorage.removeItem("invite_email"); } catch { /* ignore */ }
+          router.replace("/dashboard");
+        } catch {
+          setError("We couldn't accept this invitation — it may have expired or already been used.");
+        }
+        return;
+      }
+
+      // Not signed in: existing account → sign in; first-time invitee → register.
+      router.replace(info.hasAccount ? "/portal/login" : "/portal/register");
+    })();
+  }, [ready, status, router, sdk, getUserEmail]);
+
+  return (
+    <main className="portal-main">
+      <span className="portal-grid" />
+      <div className="portal-split anim-in">
+        <PortalAside />
+        <section className="portal-panel">
+          <div style={{ width: "100%", maxWidth: 420 }}>
+            <PanelBrand />
+            <div className="card anim-fade-up" style={{ textAlign: "center" }}>
+              {error ? (
+                <>
+                  <h1>Invitation problem</h1>
+                  <p className="sub">{error}</p>
+                  <button className="btn btn-primary" style={{ marginTop: 16 }} onClick={() => router.replace("/portal/login")}>
+                    Go to sign in
+                  </button>
+                </>
+              ) : (
+                <div className="interstitial">
+                  <Spinner lg />
+                  <h1 style={{ fontSize: 20, marginTop: 8 }}>Checking your invitation…</h1>
+                  <p className="sub">One moment while we set things up.</p>
+                </div>
+              )}
+            </div>
+          </div>
+        </section>
+      </div>
+      <CookieBanner />
+    </main>
+  );
+}
@@ -0,0 +1,56 @@
+"use client";
+
+import { useEffect, useState } from "react";
+import { useRouter } from "next/navigation";
+import { useAuth, useAppShell } from "@abe-kap/appshell-sdk/react";
+import { PortalAside, PanelBrand } from "@/components/portal/parts";
+import { RegisterFlow } from "@/components/portal/register-flow";
+import { CookieBanner } from "@/components/portal/bits";
+import { isShellConfigured } from "@/lib/appshell";
+
+/**
+ * Post-OAuth onboarding — a first-time Google user completes their CRM profile
+ * (everything except email, which Google already verified).
+ *
+ * This screen is ONLY a step in the OAuth → onboarding handoff: the login page
+ * stashes the verified email in `sessionStorage` right before routing here. Any
+ * other way in — a typed URL, a fresh tab, a lost session — has no handoff hint
+ * (and possibly no session), so we bounce back to sign in rather than showing an
+ * empty form.
+ */
+export default function OnboardingPage() {
+  const router = useRouter();
+  const { status } = useAuth();
+  const { ready } = useAppShell();
+  const [allowed, setAllowed] = useState(false);
+
+  useEffect(() => {
+    if (!isShellConfigured()) { setAllowed(true); return; } // local dev without the Shell
+    if (!ready) return;                                     // wait for session restore
+    let hasHandoff = false;
+    try { hasHandoff = !!sessionStorage.getItem("onboard_email"); } catch { /* ignore */ }
+    if (status === "unauthenticated" || !hasHandoff) {
+      router.replace("/portal/login");
+      return;
+    }
+    setAllowed(true);
+  }, [ready, status, router]);
+
+  if (!allowed) return <main className="portal-main"><span className="portal-grid" /></main>;
+
+  return (
+    <main className="portal-main">
+      <span className="portal-grid" />
+      <div className="portal-split anim-in">
+        <PortalAside />
+        <section className="portal-panel">
+          <div style={{ width: "100%", maxWidth: 420 }}>
+            <PanelBrand />
+            <RegisterFlow mode="onboard" />
+          </div>
+        </section>
+      </div>
+      <CookieBanner />
+    </main>
+  );
+}
@@ -2,7 +2,7 @@

 import { useEffect } from "react";
 import { useRouter } from "next/navigation";
-import { useAuth } from "@abe-kap/appshell-sdk/react";
+import { useAuth, useAppShell } from "@abe-kap/appshell-sdk/react";
 import { isShellConfigured } from "@/lib/appshell";

 /**
@@ -14,16 +14,21 @@ import { isShellConfigured } from "@/lib/appshell";
 export function AuthGate({ children }: { children: React.ReactNode }) {
  const router = useRouter();
  const { status } = useAuth();
+  const { ready } = useAppShell();
  const shell = isShellConfigured();

  useEffect(() => {
-    if (shell && status === "unauthenticated") router.replace("/portal/login");
-  }, [shell, status, router]);
+    // Only bounce to login once the SDK has finished booting AND restore() has
+    // resolved to unauthenticated. Redirecting while boot is still in flight would
+    // drop a perfectly valid session on reload (the status is transiently not-yet
+    // "authenticated" during boot).
+    if (shell && ready && status === "unauthenticated") router.replace("/portal/login");
+  }, [shell, ready, status, router]);

-  if (shell && status !== "authenticated") {
+  if (shell && (!ready || status !== "authenticated")) {
    return (
      <div style={{ minHeight: "60vh", display: "grid", placeItems: "center", color: "var(--muted, #888)" }}>
-        {status === "loading" ? "Loading your workspace…" : "Redirecting to sign in…"}
+        {ready && status === "unauthenticated" ? "Redirecting to sign in…" : "Loading your workspace…"}
      </div>
    );
  }
@@ -1,8 +1,16 @@
 "use client";

-import { ChevronsUpDown } from "lucide-react";
+import { useState } from "react";
+import { useRouter } from "next/navigation";
+import { ChevronsUpDown, LogOut } from "lucide-react";
+import { useAuth } from "@abe-kap/appshell-sdk/react";
 import { Icon } from "./ui";
 import { user } from "./account-data";
+import { useMyAccess } from "@/lib/access";
+
+function initialsOf(name: string): string {
+  return name.split(/\s+/).filter(Boolean).slice(0, 2).map((p) => p[0]).join("").toUpperCase() || "?";
+}

 export type NavItem = { key: string; label: string; icon: string; subtitle?: string };
 export type NavGroup = { title: string; items: NavItem[] };
@@ -60,7 +68,58 @@ export const NAV_GROUPS: NavGroup[] = [

 export const NAV_ITEMS: NavItem[] = NAV_GROUPS.flatMap((g) => g.items);

+// Nav visibility by CRM permission. Dashboard + Profile are always visible (even to a
+// brand-new user with no membership); every other item requires membership, and the
+// items mapped here additionally require the given permission. Unmapped items are
+// shown to any member. This is UX only — be-crm still enforces every action.
+const ALWAYS_VISIBLE = new Set(["dashboard", "profile"]);
+const NAV_PERMISSION: Record<string, string | undefined> = {
+  team: "team.manage",
+  people: "team.manage",
+  leads: "leads.manage",
+  verify: "leads.manage",
+  pipeline: "pipeline.manage",
+  estimates: "estimates.create",
+  procanvas: "estimates.create",
+  dispatch: "dispatch.manage",
+  schedule: "dispatch.manage",
+  storm: "dispatch.manage",
+  territory: "dispatch.manage",
+  leaderboard: "reports.view",
+  settings: "settings.manage",
+};
+
 export function Sidebar({ active, onSelect }: { active: string; onSelect: (k: string) => void }) {
+  const router = useRouter();
+  const { user: me, logout, context } = useAuth();
+  const access = useMyAccess();
+  const [menuOpen, setMenuOpen] = useState(false);
+
+  // A new user with no membership sees only Dashboard + Profile. Members see the areas
+  // their permissions allow. While access is still loading, keep it minimal to avoid
+  // flashing items the user can't actually use.
+  const canSee = (key: string): boolean => {
+    if (ALWAYS_VISIBLE.has(key)) return true;
+    if (access.loading || !access.isMember) return false;
+    const perm = NAV_PERMISSION[key];
+    return perm ? access.can(perm) : true;
+  };
+  const visibleGroups = NAV_GROUPS
+    .map((g) => ({ ...g, items: g.items.filter((it) => canSee(it.key)) }))
+    .filter((g) => g.items.length > 0);
+  // Real signed-in identity from the App Context Envelope; fall back to the static
+  // demo user only when the Shell isn't wired.
+  const roleLabel = context?.scope?.role ? context.scope.role.charAt(0).toUpperCase() + context.scope.role.slice(1) : "";
+  const name = me?.displayName || user.name;
+  const initials = me ? initialsOf(me.displayName) : user.initials;
+  const secondary = me?.email || roleLabel || user.role;
+
+  async function signOut() {
+    setMenuOpen(false);
+    try { await logout(); } catch { /* ignore — proceed to portal either way */ }
+    router.replace("/portal/login");
+  }
+
  return (
    <aside className="dash-sidebar">
      <div className="dash-brand">
@@ -69,7 +128,7 @@ export function Sidebar({ active, onSelect }: { active: string; onSelect: (k: st
      </div>

      <nav className="dash-nav">
-        {NAV_GROUPS.map((g, gi) => (
+        {visibleGroups.map((g, gi) => (
          <div className="nav-section" key={gi}>
            <div className="nav-group">{g.title}</div>
            {g.items.map((it) => (
@@ -82,12 +141,20 @@ export function Sidebar({ active, onSelect }: { active: string; onSelect: (k: st
        ))}
      </nav>

-      <div className="sb-foot">
-        <button className="sb-user">
-          <span className="av" style={{ background: user.avatarGradient, display: "grid", placeItems: "center", color: "#fff", fontWeight: 700, fontSize: 12 }}>{user.initials}</span>
-          <div style={{ flex: 1, textAlign: "left" }}>
-            <div className="nm">{user.name}</div>
-            <div className="rl">{user.role}</div>
+      <div className="sb-foot" style={{ position: "relative" }}>
+        {menuOpen && (
+          <>
+            <div className="tm-menu-scrim" onClick={() => setMenuOpen(false)} />
+            <div className="sb-user-menu" role="menu">
+              <button className="danger" onClick={signOut}><LogOut size={15} /> Sign out</button>
+            </div>
+          </>
+        )}
+        <button className="sb-user" onClick={() => setMenuOpen((o) => !o)} aria-haspopup="menu" aria-expanded={menuOpen}>
+          <span className="av" style={{ background: user.avatarGradient, display: "grid", placeItems: "center", color: "#fff", fontWeight: 700, fontSize: 12 }}>{initials}</span>
+          <div style={{ flex: 1, textAlign: "left", minWidth: 0 }}>
+            <div className="nm">{name}</div>
+            <div className="rl" style={{ overflow: "hidden", textOverflow: "ellipsis" }}>{secondary}</div>
          </div>
          <ChevronsUpDown size={15} />
        </button>
@@ -301,8 +301,15 @@ export function TeamManagement() {
                  </div>
                  <RoleChips roleIds={inv.roleIds} roleById={roleById} />
                  <div className="tm-invite-actions">
+                    {inv.token && (
+                      <Btn variant="soft" size="sm" icon="copy" onClick={async () => {
+                        const link = `${window.location.origin}/portal/invite?token=${inv.token}`;
+                        try { await navigator.clipboard.writeText(link); toast.push({ tone: "success", title: "Invite link copied", desc: `Send it to ${inv.email} to join.` }); }
+                        catch { toast.push({ tone: "info", title: "Invite link", desc: link }); }
+                      }}>Copy link</Btn>
+                    )}
                    <Btn variant="soft" size="sm" icon="refresh" onClick={async () => {
-                      try { await team.resendInvite(inv.id); toast.push({ tone: "success", title: "Invite resent", desc: `A fresh link was sent to ${inv.email}.` }); }
+                      try { await team.resendInvite(inv.id); toast.push({ tone: "success", title: "Invite resent", desc: `A fresh link was emailed to ${inv.email}.` }); }
                      catch (e) { toast.push({ tone: "error", title: "Couldn't resend", desc: (e as Error).message }); }
                    }}>Resend</Btn>
                    <Btn variant="ghost" size="sm" icon="x" onClick={async () => {
@@ -326,7 +333,7 @@ export function TeamManagement() {
          try {
            await team.invite(email, roleIds);
            setTab("invites");
-            toast.push({ tone: "success", title: "Invitation sent", desc: `${email} was invited with ${roleIds.length} role${roleIds.length === 1 ? "" : "s"}.` });
+            toast.push({ tone: "success", title: "Invitation sent", desc: `We emailed an invite to ${email}. You can also copy the link.` });
          } catch (e) { toast.push({ tone: "error", title: "Couldn't send invite", desc: (e as Error).message }); }
        }}
      />
@@ -1,20 +1,33 @@
 "use client";

-import { Sun, Moon, ChevronDown } from "lucide-react";
+import { useState } from "react";
+import { useRouter } from "next/navigation";
+import { Sun, Moon, ChevronDown, LogOut } from "lucide-react";
+import { useAuth } from "@abe-kap/appshell-sdk/react";
 import { Icon } from "./ui";
 import { user } from "./account-data";
-import { useAuth } from "@abe-kap/appshell-sdk/react";

 function initialsOf(name: string): string {
-  return name.split(/\s+/).filter(Boolean).slice(0, 2).map((p) => p[0]).join("").toUpperCase();
+  return name.split(/\s+/).filter(Boolean).slice(0, 2).map((p) => p[0]).join("").toUpperCase() || "?";
 }

 export function Topbar({ theme, onToggle, title, subtitle }: { theme: "dark" | "light"; onToggle: () => void; title: string; subtitle: string }) {
  // When signed in through the Shell, show the real identity from the App Context
  // Envelope; otherwise fall back to the static demo user.
-  const { user: me } = useAuth();
+  const router = useRouter();
+  const { user: me, logout, context } = useAuth();
+  const [menuOpen, setMenuOpen] = useState(false);
+  const roleLabel = context?.scope?.role ? context.scope.role.charAt(0).toUpperCase() + context.scope.role.slice(1) : "";
  const name = me?.displayName || user.name;
  const initials = me ? initialsOf(me.displayName) : user.initials;
+  const secondary = me?.email || roleLabel || user.role;
+
+  async function signOut() {
+    setMenuOpen(false);
+    try { await logout(); } catch { /* ignore */ }
+    router.replace("/portal/login");
+  }
+
  return (
    <header className="dash-topbar">
      <div className="dash-title">
@@ -30,14 +43,24 @@ export function Topbar({ theme, onToggle, title, subtitle }: { theme: "dark" | "
          <Icon name="bell" size={18} />
          <span style={{ position: "absolute", top: 9, right: 10, width: 7, height: 7, borderRadius: 99, background: "var(--orange)", border: "2px solid var(--panel)" }} />
        </button>
-        <button className="top-user">
+        <div className="top-user-wrap" style={{ position: "relative" }}>
+          <button className="top-user" onClick={() => setMenuOpen((o) => !o)} aria-haspopup="menu" aria-expanded={menuOpen}>
            <span className="av" style={{ background: user.avatarGradient, display: "grid", placeItems: "center", color: "#fff", fontWeight: 700, fontSize: 12 }}>{initials}</span>
-          <div style={{ textAlign: "left" }}>
+            <div style={{ textAlign: "left", minWidth: 0 }}>
              <div className="nm">{name}</div>
-            <div className="rl">{user.role}</div>
+              <div className="rl" style={{ overflow: "hidden", textOverflow: "ellipsis", whiteSpace: "nowrap", maxWidth: 150 }}>{secondary}</div>
            </div>
            <ChevronDown size={16} />
          </button>
+          {menuOpen && (
+            <>
+              <div className="tm-menu-scrim" onClick={() => setMenuOpen(false)} />
+              <div className="tm-menu-pop" role="menu">
+                <button className="danger" onClick={signOut}><LogOut size={15} /> Sign out</button>
+              </div>
+            </>
+          )}
+        </div>
      </div>
    </header>
  );
@@ -145,18 +145,13 @@ export function startSocial(provider: "google" | "microsoft" | "apple"): boolean
  if (url) { window.location.href = url; return true; }
  return false;
 }
-export function SocialButtons({ onPick, verb = "Continue" }: { onPick: (p: "google" | "microsoft" | "apple") => void; verb?: string }) {
+export function SocialButtons({ onPick, verb = "Continue" }: { onPick: (p: "google") => void; verb?: string }) {
+  // Only Google is offered (Microsoft/Apple intentionally hidden).
  return (
    <div className="col gap-3">
      <button className="btn btn-oauth" type="button" onClick={() => onPick("google")}>
        <GoogleMark /> {verb} with Google
      </button>
-      <button className="btn btn-oauth" type="button" onClick={() => onPick("microsoft")}>
-        <MicrosoftMark /> {verb} with Microsoft / Outlook
-      </button>
-      <button className="btn btn-oauth" type="button" onClick={() => onPick("apple")}>
-        <AppleMark /> {verb} with Apple
-      </button>
    </div>
  );
 }
@@ -9,8 +9,9 @@ import {
  PasswordStrength,
 } from "./bits";
 import { lookupAccount, maskEmail, type Account } from "./data";
-import { useAuth } from "@abe-kap/appshell-sdk/react";
+import { useAuth, useAppShell } from "@abe-kap/appshell-sdk/react";
 import { isShellConfigured } from "@/lib/appshell";
+import { MOCK_OTP } from "@/lib/otp";

 // Map the portal's social button ids to Supabase OAuth provider ids.
 const OAUTH_PROVIDER: Record<string, string> = { google: "google", microsoft: "azure", apple: "apple" };
@@ -24,13 +25,45 @@ const EMAIL_RE = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;

 export function LoginFlow() {
  const router = useRouter();
-  const { login, loginWithOAuth, completeOAuthLogin } = useAuth();
+  const { login, loginWithOAuth, completeOAuthLogin, getUserEmail } = useAuth();
+  const { ready, sdk } = useAppShell();
  const [step, setStep] = useState<Step>("identify");
  const [email, setEmail] = useState("");
  const [account, setAccount] = useState<Account | null>(null);
  const [provider, setProvider] = useState<string>("");
  const [remember, setRemember] = useState(false);
  const [flash, setFlash] = useState<string>("");
+  const [otpChannel, setOtpChannel] = useState<"email" | "sms">("email");
+  const [invited, setInvited] = useState(false);
+
+  // Arriving from a team invite for an already-registered email → prefill it.
+  useEffect(() => {
+    try { const e = sessionStorage.getItem("invite_email"); if (e) { setEmail(e); setInvited(true); } } catch { /* ignore */ }
+  }, []);
+
+  // After a successful sign-in, redeem a pending team invite (if any), then go to the dashboard.
+  async function acceptPendingInviteThenDashboard() {
+    try {
+      const t = sessionStorage.getItem("invite_token");
+      if (t) {
+        await sdk.command("crm.team.invitation.accept", { token: t });
+        sessionStorage.removeItem("invite_token");
+        sessionStorage.removeItem("invite_email");
+      }
+    } catch { /* invite expired/used — proceed to the dashboard anyway */ }
+    router.replace("/dashboard");
+  }
+
+  // Minimal account stand-in for passwordless entry points (Shell mode).
+  function blankAccount(): Account {
+    return { firstName: "", name: "", initials: "", hasPasskey: false, hasTotp: false, hasPush: false, maskedEmail: maskEmail(email || ""), maskedPhone: "", maskedWa: "" };
+  }
+  // Direct "sign in with phone" → the one-time-code screen, SMS preselected.
+  function startPhoneLogin() {
+    setAccount(blankAccount());
+    setOtpChannel("sms");
+    push("otp");   // push (not replace) so Back returns to the identify screen
+  }

  /* ---- history hash sync ---- */
  function push(s: Step) {
@@ -58,11 +91,31 @@ export function LoginFlow() {
    if (!isShellConfigured()) return;
    const code = new URLSearchParams(window.location.search).get("code");
    if (!code) return;
+    // Wait until the SDK has booted — completeOAuthLogin no-ops (returns null) if
+    // sdk.auth isn't ready yet, and this effect only re-runs when `ready` flips.
+    if (!ready) { setStep("connecting"); return; }
    setStep("connecting");
    completeOAuthLogin(code)
-      .then((ace) => { if (ace) router.replace("/dashboard"); else replace("identify"); })
-      .catch(() => { setFlash("Sign-in with that provider didn't complete. Try again."); replace("identify"); });
-  }, [completeOAuthLogin, router]);
+      .then(async (ace) => {
+        if (!ace) { replace("identify"); return; }
+        // First-time Google user (no CRM profile yet) → complete onboarding; an
+        // existing profile → straight to the dashboard.
+        let registered = false;
+        try {
+          const st = await sdk.query<{ registered: boolean }>("crm.account.registrationStatus");
+          registered = !!st?.registered;
+        } catch { registered = false; }
+        window.history.replaceState({}, "", "/portal/login");
+        if (registered) { await acceptPendingInviteThenDashboard(); return; }
+        // Capture the verified email now (session is fresh) so onboarding prefills it.
+        try { const em = await getUserEmail(); if (em) sessionStorage.setItem("onboard_email", em); } catch { /* ignore */ }
+        router.replace("/portal/onboarding");
+      })
+      .catch(() => {
+        setFlash("Google sign-in didn't complete. Please try again.");
+        replace("identify");
+      });
+  }, [ready, completeOAuthLogin, router, sdk, getUserEmail]);

  /* ---- auth resolution ---- */
  function afterAuth(factor: "password" | "passkey" | "otp" | "totp" | "push" | "social") {
@@ -100,7 +153,8 @@ export function LoginFlow() {
        hasPasskey: false, hasTotp: false, hasPush: false,
        maskedEmail: maskEmail(email), maskedPhone: "", maskedWa: "",
      });
-      replace("password");
+      setOtpChannel("email");
+      push("password");   // push (not replace) so Back returns to the email screen, not off-page
      return;
    }
    push("connecting");
@@ -116,14 +170,18 @@ export function LoginFlow() {
  /* =================================================================== */
  return (
    <div className="card anim-fade-up" key={step}>
-      {step === "identify" && <Identify email={email} setEmail={setEmail} onSocial={onSocial} onEmail={identifyEmail} toRegister={() => router.push("/portal/register")} />}
+      {step === "identify" && (
+        <>
+          {flash && <div style={{ marginBottom: 16 }}><FlashNote tone="error">{flash}</FlashNote></div>}
+          <Identify email={email} setEmail={setEmail} onSocial={onSocial} onEmail={identifyEmail} onPhone={startPhoneLogin} toRegister={() => router.push("/portal/register")} invited={invited} />
+        </>
+      )}

      {step === "connecting" && (
        <div className="interstitial">
          <Spinner lg />
          <div>
            <h1 style={{ fontSize: 20 }}>{provider ? `Connecting to ${cap(provider)}…` : "Looking up your account…"}</h1>
-            {provider && <p className="sub" style={{ marginTop: 6 }}>Demo mode — no provider keys configured.</p>}
          </div>
        </div>
      )}
@@ -162,11 +220,11 @@ export function LoginFlow() {
      )}

      {step === "password" && account && (
-        <Password account={account} email={email} login={login} onAuthenticated={() => router.replace("/dashboard")} flash={flash} onBack={back} onForgot={() => push("fp_confirm")} onOtp={() => replace("otp")} onLocked={() => setFlash("This account is temporarily locked.")} onOk={() => afterAuth("password")} />
+        <Password account={account} email={email} login={login} onAuthenticated={acceptPendingInviteThenDashboard} flash={flash} onBack={back} onForgot={() => push("fp_confirm")} onOtp={() => { setOtpChannel("email"); replace("otp"); }} onLocked={() => setFlash("This account is temporarily locked.")} onOk={() => afterAuth("password")} />
      )}

      {step === "otp" && account && (
-        <OtpVerify account={account} email={email} remember={remember} setRemember={setRemember} onBack={back} onVerified={() => afterAuth("otp")} onAuthenticated={() => router.replace("/dashboard")} />
+        <OtpVerify account={account} email={email} initialChannel={otpChannel} remember={remember} setRemember={setRemember} onBack={back} onVerified={() => afterAuth("otp")} onAuthenticated={acceptPendingInviteThenDashboard} />
      )}

      {step === "another" && account && (
@@ -230,17 +288,17 @@ export function LoginFlow() {

 /* ============================ screens ============================ */

-function Identify({ email, setEmail, onSocial, onEmail, toRegister }: {
+function Identify({ email, setEmail, onSocial, onEmail, onPhone, toRegister, invited }: {
  email: string; setEmail: (v: string) => void;
-  onSocial: (p: "google" | "microsoft" | "apple") => void; onEmail: () => void; toRegister: () => void;
+  onSocial: (p: "google") => void; onEmail: () => void; onPhone: () => void; toRegister: () => void; invited?: boolean;
 }) {
-  const [showEmail, setShowEmail] = useState(false);
+  const [showEmail, setShowEmail] = useState(!!invited);
  const valid = EMAIL_RE.test(email);
  return (
    <div>
-      <div className="kicker">Welcome back</div>
-      <h1>Sign in to LynkedUp</h1>
-      <p className="sub">Drone inspections, AI estimates and insurance-ready reports — all in one place.</p>
+      <div className="kicker">{invited ? "You're invited" : "Welcome back"}</div>
+      <h1>{invited ? "Sign in to join the team" : "Sign in to LynkedUp"}</h1>
+      <p className="sub">{invited ? "You already have an account — sign in to accept your invitation." : "Drone inspections, AI estimates and insurance-ready reports — all in one place."}</p>

      <div style={{ marginTop: 22 }}>
        <SocialButtons onPick={onSocial} />
@@ -263,6 +321,12 @@ function Identify({ email, setEmail, onSocial, onEmail, toRegister }: {
            </button>
          </form>
        )}
+        {/* Phone (SMS) sign-in needs a deliverable one-time code — hidden while SMS is
+            mocked, since a faked code can't mint a real session. Email + password + Google
+            all work without SMS. */}
+        {isShellConfigured() && !MOCK_OTP && (
+          <button className="link" style={{ marginTop: 14, display: "block" }} onClick={onPhone}><Icon name="sms" size={15} /> Sign in with a phone number instead</button>
+        )}
      </div>

      <p className="foot-note">New homeowner or contractor? <button className="link" onClick={toRegister}>Register here</button></p>
@@ -271,7 +335,6 @@ function Identify({ email, setEmail, onSocial, onEmail, toRegister }: {
        <span><Icon name="shield" size={13} /> Licensed &amp; Insured</span>
        <span><Icon name="check" size={13} /> Drone-Powered</span>
      </div>
-      <p className="demo-hint">Demo: any email signs in; an email starting with “new” shows “not found”.</p>
    </div>
  );
 }
@@ -306,7 +369,6 @@ function Passkey({ account, onBack, onPassword, onAnother, onSuccess, onFail }:
        <button className="link" onClick={onPassword}>Use your password instead</button>
        <button className="link" onClick={onAnother}>Try another way</button>
      </div>
-      <p className="demo-hint">Demo: passkey always succeeds here.</p>
      <button hidden onClick={onFail} />
    </div>
  );
@@ -357,20 +419,19 @@ function Password({ account, email, login, onAuthenticated, flash, onBack, onFor
      </form>
      <div className="row between" style={{ marginTop: 16 }}>
        <button className="link" onClick={onForgot}>Forgot password?</button>
-        <button className="link" onClick={onOtp}>Sign in using email OTP</button>
+        <button className="link" onClick={onOtp}>Sign in with a one-time code</button>
      </div>
-      {!isShellConfigured() && <p className="demo-hint">Demo: any password works; type “wrong” to see the lockout. Password always needs 2-step next.</p>}
    </div>
  );
 }

-function OtpVerify({ account, email, remember, setRemember, onBack, onVerified, onAuthenticated }: {
-  account: Account; email: string; remember: boolean; setRemember: (v: boolean) => void; onBack: () => void; onVerified: () => void; onAuthenticated: () => void;
+function OtpVerify({ account, email, initialChannel = "email", remember, setRemember, onBack, onVerified, onAuthenticated }: {
+  account: Account; email: string; initialChannel?: "email" | "sms"; remember: boolean; setRemember: (v: boolean) => void; onBack: () => void; onVerified: () => void; onAuthenticated: () => void;
 }) {
  const { sendEmailOtp, verifyEmailOtp, sendPhoneOtp, verifyPhoneOtp } = useAuth();
  const shell = isShellConfigured();
  // In Shell mode only email + SMS are real Supabase OTP channels; hide WhatsApp.
-  const [channel, setChannel] = useState<"email" | "sms" | "wa">("email");
+  const [channel, setChannel] = useState<"email" | "sms" | "wa">(initialChannel);
  const [phone, setPhone] = useState("");
  const [sent, setSent] = useState(false);
  const [busy, setBusy] = useState(false);
@@ -393,7 +454,14 @@ function OtpVerify({ account, email, remember, setRemember, onBack, onVerified,
        if (!PHONE_RE.test(phone)) { setError("Enter your phone in international format, e.g. +14155550100."); return; }
        await sendPhoneOtp(phone); setSent(true);
      }
-    } catch (e) { setError((e as Error).message); }
+    } catch (e) {
+      // gotrue can throw an error whose message is an unhelpful "{}"/JSON blob (e.g. a
+      // 500 "Error sending magic link email" when SMTP isn't set up). Show something
+      // readable and actionable instead of the raw payload.
+      const raw = (e as { message?: unknown })?.message;
+      const readable = typeof raw === "string" && raw.trim() && !raw.trim().startsWith("{") ? raw.trim() : "";
+      setError(readable || "We couldn't send your sign-in code right now. Please try again shortly, or sign in with your password.");
+    }
  }

  async function complete(code: string) {
@@ -412,12 +480,22 @@ function OtpVerify({ account, email, remember, setRemember, onBack, onVerified,
    <div>
      <StepBack onClick={onBack} />
      <h1>{shell ? "One-time passcode" : "2-step verification"}</h1>
-      <p className="sub">{shell ? "We'll text or email you a 6-digit code to sign in." : "Enter the 6-digit code we sent you to finish signing in."}</p>
+      <p className="sub">
+        {!shell
+          ? "Enter the 6-digit code we sent you to finish signing in."
+          : channel === "sms"
+            ? "We'll text a 6-digit code to sign in."
+            : "We'll email you a 6-digit code to sign in."}
+      </p>
+      {/* In Shell mode the channel is fixed by how you signed in (email vs phone) —
+          no toggle, so an email sign-in never shows a stray SMS option. */}
+      {!shell && (
        <div className="seg" style={{ margin: "16px 0 14px" }}>
          <button className={channel === "email" ? "on" : ""} onClick={() => { setChannel("email"); setError(""); setSent(false); }}><Icon name="mail" size={15} /> Email</button>
          <button className={channel === "sms" ? "on" : ""} onClick={() => { setChannel("sms"); setError(""); setSent(false); }}><Icon name="sms" size={15} /> SMS</button>
-        {!shell && <button className={channel === "wa" ? "on" : ""} onClick={() => { setChannel("wa"); setError(""); }}><Icon name="whatsapp" size={15} /> WhatsApp</button>}
+          <button className={channel === "wa" ? "on" : ""} onClick={() => { setChannel("wa"); setError(""); }}><Icon name="whatsapp" size={15} /> WhatsApp</button>
        </div>
+      )}

      {shell && channel === "sms" && !sent ? (
        <form onSubmit={(e) => { e.preventDefault(); void send(); }}>
@@ -440,7 +518,6 @@ function OtpVerify({ account, email, remember, setRemember, onBack, onVerified,
        <span />
      </div>
      <RememberDevice checked={remember} onChange={setRemember} note="2-step is still required at each sign-in." />
-      {!shell && <p className="demo-hint">Demo: any 6 digits verify; “000000” shows an error.</p>}
    </div>
  );
 }
@@ -495,7 +572,6 @@ function Totp({ remember, setRemember, onBack, onVerified }: { remember: boolean
        {setupKey ? "Enter a 6-digit code instead" : "Enter setup key instead"}
      </button>
      <RememberDevice checked={remember} onChange={setRemember} />
-      <p className="demo-hint">Demo: any 6 digits verify; “000000” fails.</p>
    </div>
  );
 }
@@ -514,7 +590,6 @@ function PushApprove({ onBack, onApproved, onCancel }: { onBack: () => void; onA
      <p className="sub" style={{ textAlign: "center" }}>{approved ? "Your sign-in was approved." : "We sent a notification to your mobile app. Approve it to continue."}</p>
      <div className="interstitial">{approved ? <Icon name="check" size={30} /> : <Spinner lg />}</div>
      {!approved && <button className="btn" onClick={onCancel}>Cancel</button>}
-      <p className="demo-hint">Demo: auto-approves after ~3 seconds.</p>
    </div>
  );
 }
@@ -598,7 +673,6 @@ function ForgotCode({ onBack, onOk }: { onBack: () => void; onOk: () => void })
      <div style={{ marginTop: 18 }}><OtpBoxes onComplete={(c) => (c === "000000" ? setError(true) : onOk())} error={error} /></div>
      {error && <div style={{ marginTop: 12 }}><FlashNote tone="error">Incorrect code.</FlashNote></div>}
      <div style={{ marginTop: 14 }}><ResendLink seconds={30} /></div>
-      <p className="demo-hint">Demo: any 6 digits work; “000000” fails.</p>
    </div>
  );
 }
@@ -5,26 +5,35 @@ import { useRouter } from "next/navigation";
 import { Icon, Avatar } from "./icons";
 import {
  StepBack, FlashNote, Badge, OtpBoxes, ResendLink, RememberDevice,
-  SocialButtons, startSocial, PasswordStrength, LegalModal,
+  PasswordStrength, LegalModal,
 } from "./bits";
 import {
-  countryCodes, relationshipOptions, addressCountries,
+  countryCodes, addressCountries,
  TERMS, PRIVACY, passwordStrength, type AddrCountry,
 } from "./data";
 import { useAuth, useAppShell } from "@abe-kap/appshell-sdk/react";
 import { isShellConfigured } from "@/lib/appshell";
+import { MOCK_OTP, DEMO_OTP } from "@/lib/otp";

 type Addr = { line1?: string; line2?: string; city?: string; state?: string; postalCode?: string; country?: string; locality?: string };

 const STEPS = ["Account", "Verify", "Address"];
 const EMAIL_RE = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;

-export function RegisterFlow() {
+export function RegisterFlow({ mode = "register" }: { mode?: "register" | "onboard" }) {
+  // "onboard" = an already-authenticated OAuth (Google) user completing their CRM
+  // profile: email is skipped (Google-verified), the auth account already exists so
+  // we only SET a password + persist the profile, and the OTP-verify step is skipped.
+  const onboard = mode === "onboard";
  const router = useRouter();
-  const { register } = useAuth();
+  const { register, setPassword, getUserEmail, addPhone, verifyPhone } = useAuth();
  const { sdk } = useAppShell();
  const [step, setStep] = useState(0);
  const [submitErr, setSubmitErr] = useState("");
+  // Verifying a phone via Supabase needs a live session. Onboarding already has one
+  // (Google OAuth); registration creates the account when leaving the Account step,
+  // then attaches + verifies the phone on it. `creating` guards the Account button.
+  const [creating, setCreating] = useState(false);

  // address (lifted from StepAddress/AddressBlock so finish() can persist it)
  const [regAddr, setRegAddr] = useState<Addr>({});
@@ -39,29 +48,58 @@ export function RegisterFlow() {
  const [cc, setCc] = useState("+1");
  const [phone, setPhone] = useState("");
  const [pw, setPw] = useState("");
-  const [relationship, setRelationship] = useState("Customer");
-  const [alloeNo, setAlloeNo] = useState("");
-  const [alloeFirst, setAlloeFirst] = useState("");
-  const [alloeLast, setAlloeLast] = useState("");
  const [termsOk, setTermsOk] = useState(false);
  const [privacyOk, setPrivacyOk] = useState(false);

-  // verify step
-  const [emailVerified, setEmailVerified] = useState(false);
+  // verify step (email is trusted without an OTP — see verifyValid below)
  const [phoneVerified, setPhoneVerified] = useState(false);
+  // When arriving from a team invite, the email is fixed to the invited address.
+  const [invitedEmail, setInvitedEmail] = useState("");
+
+  useEffect(() => {
+    if (onboard) return;
+    try { const e = sessionStorage.getItem("invite_email"); if (e) { setEmail(e); setInvitedEmail(e); } } catch { /* ignore */ }
+  }, [onboard]);
+
+  // Onboarding: prefill the verified email — from the session-storage hint the login
+  // page stashed at OAuth time, then confirmed via the live Supabase session.
+  useEffect(() => {
+    if (!onboard) return;
+    try { const cached = sessionStorage.getItem("onboard_email"); if (cached) setEmail(cached); } catch { /* ignore */ }
+    getUserEmail().then((e) => { if (e) setEmail(e); }).catch(() => { /* ignore */ });
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [onboard]);
+
+  const STEP_LABELS = onboard ? ["Profile", "Verify", "Address"] : STEPS;

-  const isSelf = relationship === "Customer" || relationship === "Owner";
-  const isEmployee = relationship === "Employee";
  const country = countryCodes.find((c) => c.code === cc)!;
  const phoneOk = phone.replace(/\D/g, "").length === country.digits;
  const pwOk = sso ? true : passwordStrength(pw).score >= 3;
-  const alloeIdOk = /^(?=.*[a-zA-Z])(?=.*\d).{4,}$/.test(alloeNo);

  const step0Valid =
    first.trim() && last.trim() && EMAIL_RE.test(sso?.email || email) && phoneOk && pwOk &&
-    termsOk && privacyOk && (isSelf || (alloeIdOk && (isEmployee || (alloeFirst.trim() && alloeLast.trim()))));
+    termsOk && privacyOk;

-  const step2Valid = emailVerified && phoneVerified;
+  // Email is already trusted in both flows (registration: Supabase auto-confirms on
+  // signup; onboarding: Google-verified), so the Verify step only gates on the phone.
+  const verifyValid = phoneVerified;
+
+  // Registration: create the auth account when leaving the Account step, so the phone
+  // can be attached + verified against a live session at the Verify step. Onboarding
+  // is already authenticated, so it just advances.
+  async function leaveAccountStep() {
+    if (onboard || !isShellConfigured() || sso) { setStep(1); return; }
+    setSubmitErr("");
+    setCreating(true);
+    try {
+      await register(email, pw);
+      setStep(1);
+    } catch {
+      setSubmitErr("We couldn't create that account. The email may already be registered.");
+    } finally {
+      setCreating(false);
+    }
+  }

  async function finish() {
    const finalEmail = sso?.email || email;
@@ -69,66 +107,78 @@ export function RegisterFlow() {
      name: `${first} ${last}`.trim(),
      initials: `${first[0] ?? ""}${last[0] ?? ""}`.toUpperCase(),
      email: finalEmail,
-      isAllottee: isSelf,
-      allotteeNames: isSelf ? null : `${alloeFirst} ${alloeLast}`.trim(),
    };
    try { localStorage.setItem("lup_profile", JSON.stringify(profile)); } catch { /* ignore */ }

    if (isShellConfigured()) {
      setSubmitErr("");
-      // 1) Auth account — appshell → Supabase (SSO users already have a session).
-      if (!sso) {
-        try { await register(finalEmail, pw); }
-        catch { setSubmitErr("We couldn't create that account. The email may already be registered."); return; }
+      // 1) Auth account already exists at this point — registration created it when
+      //    leaving the Account step; onboarding users signed in via Google. Onboarding
+      //    additionally sets a password so email+password login works too (the phone was
+      //    just verified against the same live session).
+      if (onboard && pw) {
+        try { await setPassword(pw); } catch { /* non-fatal — the profile still saves */ }
      }
-      // 2) Persist the full CRM registration payload to be-crm (name, phone, persona,
-      //    allottee, both addresses, consent). Non-fatal: the auth account exists either way.
+      // 2) Persist the CRM registration payload to be-crm (name, phone, addresses,
+      //    consent). No role/persona — a new user has no permissions until invited.
+      //    Non-fatal: the auth account exists either way.
      try {
        const mailing = mailingSame ? regAddr : mailAddr;
        await sdk.command("crm.account.register", {
          email: finalEmail,
          firstName: first, lastName: last,
          phoneCc: cc, phoneNumber: phone.replace(/\D/g, ""),
-          persona: relationship,
-          isAllottee: isSelf,
-          ...(isSelf ? {} : { allotteeId: alloeNo, allotteeFirstName: alloeFirst, allotteeLastName: alloeLast }),
          registeredAddress: regAddr,
          mailingAddress: mailing,
          mailingSameAsRegistered: mailingSame,
          consentTerms: termsOk, consentPrivacy: privacyOk,
        });
-      } catch (e) {
-        console.warn("crm.account.register failed (continuing):", e);
+      } catch {
+        if (onboard) { setSubmitErr("Couldn't save your profile. Please try again."); return; }
+        // register mode: non-fatal — the auth account exists; the profile can be filled in later.
      }
+
+      // 3) If the user arrived from a team invitation link, redeem it now — this
+      //    creates their membership with the invited role(s). Non-fatal.
+      try {
+        const inviteToken = sessionStorage.getItem("invite_token");
+        if (inviteToken) {
+          await sdk.command("crm.team.invitation.accept", { token: inviteToken });
+          sessionStorage.removeItem("invite_token");
+          sessionStorage.removeItem("invite_email");
        }
+      } catch { /* invitation expired/used — they can still be invited again */ }
+    }
+    // Consume the OAuth→onboarding handoff so a stale hint can't re-open onboarding.
+    try { sessionStorage.removeItem("onboard_email"); } catch { /* ignore */ }
    router.push("/dashboard");
  }

  return (
    <div className="card anim-fade-up">
-      <Stepper current={step} />
+      <Stepper current={step} labels={STEP_LABELS} />

      {step === 0 && (
+        <>
+          {submitErr && <div style={{ marginBottom: 14 }}><FlashNote tone="error">{submitErr}</FlashNote></div>}
          <StepAccount
+            onboard={onboard} creating={creating} invited={!!invitedEmail}
            sso={sso} setSso={setSso} email={email} setEmail={setEmail}
            first={first} setFirst={setFirst} last={last} setLast={setLast}
            cc={cc} setCc={setCc} phone={phone} setPhone={setPhone} phoneOk={phoneOk} country={country}
            pw={pw} setPw={setPw}
-          relationship={relationship} setRelationship={setRelationship} isSelf={isSelf}
-          alloeNo={alloeNo} setAlloeNo={setAlloeNo} alloeIdOk={alloeIdOk}
-          alloeFirst={alloeFirst} setAlloeFirst={setAlloeFirst} alloeLast={alloeLast} setAlloeLast={setAlloeLast}
            termsOk={termsOk} setTermsOk={setTermsOk} privacyOk={privacyOk} setPrivacyOk={setPrivacyOk}
            valid={!!step0Valid}
-          onContinue={() => setStep(1)} toLogin={() => router.push("/portal/login")}
+            onContinue={leaveAccountStep} toLogin={() => router.push("/portal/login")}
          />
+        </>
      )}

      {step === 1 && (
        <StepVerify
-          emailValue={sso?.email || email} cc={cc} phone={phone} country={country}
-          emailVerified={emailVerified} setEmailVerified={setEmailVerified}
+          cc={cc} phone={phone} country={country}
          phoneVerified={phoneVerified} setPhoneVerified={setPhoneVerified}
-          valid={step2Valid} onBack={() => setStep(0)} onContinue={() => setStep(2)}
+          valid={verifyValid} onBack={() => setStep(0)} onContinue={() => setStep(2)}
        />
      )}

@@ -149,59 +199,53 @@ function StepAccount(p: {
  first: string; setFirst: (v: string) => void; last: string; setLast: (v: string) => void;
  cc: string; setCc: (v: string) => void; phone: string; setPhone: (v: string) => void; phoneOk: boolean; country: typeof countryCodes[number];
  pw: string; setPw: (v: string) => void;
-  relationship: string; setRelationship: (v: string) => void; isSelf: boolean;
-  alloeNo: string; setAlloeNo: (v: string) => void; alloeIdOk: boolean;
-  alloeFirst: string; setAlloeFirst: (v: string) => void; alloeLast: string; setAlloeLast: (v: string) => void;
  termsOk: boolean; setTermsOk: (v: boolean) => void; privacyOk: boolean; setPrivacyOk: (v: boolean) => void;
-  valid: boolean; onContinue: () => void; toLogin: () => void;
+  valid: boolean; onContinue: () => void; toLogin: () => void; onboard?: boolean; creating?: boolean; invited?: boolean;
 }) {
-  const [phase, setPhase] = useState<"sso" | "profile">("sso");
+  // Onboarding (OAuth) starts on the profile step — email is already known + verified.
+  const [phase, setPhase] = useState<"sso" | "profile">(p.onboard ? "profile" : "sso");
  const [modal, setModal] = useState<null | "terms" | "privacy">(null);

-  function pickSso(provider: "google" | "microsoft" | "apple") {
-    if (startSocial(provider)) return;
-    const mockEmail = `you@${provider === "microsoft" ? "outlook.com" : provider + ".com"}`;
-    p.setSso({ provider, email: mockEmail });
-    p.setEmail(mockEmail);
-    setPhase("profile");
-  }
-
  if (phase === "sso") {
    const valid = EMAIL_RE.test(p.email);
    return (
      <div>
-        <h1>Create your account</h1>
-        <p className="sub">Sign up with a provider or your email to get started.</p>
+        <StepBack onClick={p.toLogin} />
+        <h1>{p.invited ? "Accept your invitation" : "Create your account"}</h1>
+        <p className="sub">{p.invited ? "You've been invited to the team. Set up your account to join." : "Enter your email to get started."}</p>
        <div style={{ marginTop: 20 }}>
-          <SocialButtons onPick={pickSso} verb="Sign up" />
-          <div className="divider">or continue with email</div>
          <form onSubmit={(e) => { e.preventDefault(); if (valid) { p.setSso(null); setPhase("profile"); } }}>
            <div className="field">
              <label className="label">Email address</label>
              <div className="input-wrap">
                <span className="input-ico"><Icon name="mail" size={17} /></span>
-                <input className="input" type="email" value={p.email} onChange={(e) => p.setEmail(e.target.value)} placeholder="you@example.com" autoFocus />
+                <input className="input" type="email" value={p.email} onChange={(e) => p.setEmail(e.target.value)} placeholder="you@example.com" autoFocus={!p.invited} disabled={p.invited} readOnly={p.invited} />
              </div>
+              {p.invited && <span className="faint" style={{ fontSize: 12 }}>This is the address you were invited with.</span>}
            </div>
            <button className="btn btn-primary" style={{ marginTop: 12 }} disabled={!valid}>Continue <Icon name="arrowR" size={16} /></button>
          </form>
        </div>
-        <p className="foot-note">Already registered? <button className="link" onClick={p.toLogin}>Sign in</button></p>
+        {!p.invited && <p className="foot-note">Already registered? <button className="link" onClick={p.toLogin}>Sign in</button></p>}
      </div>
    );
  }

  return (
    <div>
+      {/* Non-onboarding users can step back to the email screen; onboarding starts
+          here (email came from Google), so there's nothing to go back to. */}
+      {!p.onboard && <StepBack onClick={() => setPhase("sso")} />}
      <h1>Complete your profile</h1>
      <p className="sub">Tell us a bit about you to set up your account.</p>

-      <div style={{ marginTop: 16 }}>
-        {p.sso ? (
-          <div className="conn-banner conn-green"><Icon name="check" size={16} /> Connected with {cap(p.sso.provider)} · {p.sso.email}</div>
-        ) : (
-          <div className="conn-banner conn-blue"><Icon name="mail" size={16} /> Creating account for {p.email}</div>
-        )}
+      <div className="field" style={{ marginTop: 16 }}>
+        <label className="label">Email address</label>
+        <div className="input-wrap">
+          <span className="input-ico"><Icon name="mail" size={17} /></span>
+          <input className="input" type="email" value={p.email} disabled readOnly aria-label="Email address" />
+        </div>
+        <span className="faint" style={{ fontSize: 12 }}>{p.onboard ? "Verified with Google — this can't be changed." : "The email you're registering with."}</span>
      </div>

      <div className="row gap-3" style={{ marginTop: 18, alignItems: "center" }}>
@@ -245,47 +289,6 @@ function StepAccount(p: {
        </div>
      )}

-      <div className="field" style={{ marginTop: 14 }}>
-        <label className="label">Your role</label>
-        <select className="input" value={p.relationship} onChange={(e) => p.setRelationship(e.target.value)}>
-          {relationshipOptions.map((r) => <option key={r}>{r}</option>)}
-        </select>
-      </div>
-
-      {p.isSelf ? (
-        <div style={{ marginTop: 12 }}><FlashNote tone="success">{p.relationship === "Owner" ? "Owner" : "Customer"} account — you own this property.</FlashNote></div>
-      ) : (() => {
-        const isEmployee = p.relationship === "Employee";
-        const cfg = ({
-          Employee:  { banner: "Registering as a LynkedUp Pro team member.", title: "Employee details", idLabel: "Employee ID", idPh: "EMP-12345" },
-          Contractor:{ banner: "Registering on behalf of the property owner.", title: "Contractor details", idLabel: "Contractor ID", idPh: "Alphanumeric ID" },
-          "Sub-Con": { banner: "Registering on behalf of the property owner.", title: "Sub-contractor details", idLabel: "Sub-contractor ID", idPh: "Alphanumeric ID" },
-          Vendor:    { banner: "Registering on behalf of the property owner.", title: "Vendor details", idLabel: "Vendor ID", idPh: "Alphanumeric ID" },
-        } as Record<string, { banner: string; title: string; idLabel: string; idPh: string }>)[p.relationship]
-          ?? { banner: "Registering on behalf of the property owner.", title: "Property Owner Details", idLabel: "Owner / Property ID", idPh: "Alphanumeric ID" };
-        return (
-          <div style={{ marginTop: 12 }}>
-            <FlashNote tone="info">{cfg.banner}</FlashNote>
-            <div className="dashed-block" style={{ marginTop: 12 }}>
-              <div className="row between" style={{ marginBottom: 12 }}>
-                <strong style={{ fontSize: 13.5 }}>{cfg.title}</strong>
-                {p.alloeNo && (p.alloeIdOk ? <Badge tone="green"><Icon name="check" size={12} /> Valid</Badge> : <Badge tone="gray">Checking…</Badge>)}
-              </div>
-              <div className="field">
-                <label className="label">{cfg.idLabel}</label>
-                <input className="input" value={p.alloeNo} onChange={(e) => p.setAlloeNo(e.target.value.toUpperCase())} placeholder={cfg.idPh} />
-              </div>
-              {!isEmployee && (
-                <div className="row gap-3" style={{ marginTop: 12 }}>
-                  <div className="field grow"><label className="label">Owner first name</label><input className="input" value={p.alloeFirst} onChange={(e) => p.setAlloeFirst(e.target.value)} /></div>
-                  <div className="field grow"><label className="label">Owner last name</label><input className="input" value={p.alloeLast} onChange={(e) => p.setAlloeLast(e.target.value)} /></div>
-                </div>
-              )}
-            </div>
-          </div>
-        );
-      })()}
-
      <div className="col gap-2" style={{ marginTop: 16 }}>
        <label className="check-row">
          <input type="checkbox" checked={p.termsOk} disabled={!reviewed.terms} onChange={(e) => p.setTermsOk(e.target.checked)} />
@@ -299,7 +302,9 @@ function StepAccount(p: {

      {!p.valid && <p className="hint-line">Fill all required fields and accept both documents to continue.</p>}

-      <button className="btn btn-primary" style={{ marginTop: 14 }} disabled={!p.valid} onClick={p.onContinue}>Create Account &amp; Verify <Icon name="arrowR" size={16} /></button>
+      <button className="btn btn-primary" style={{ marginTop: 14 }} disabled={!p.valid || p.creating} onClick={p.onContinue}>
+        {p.creating ? "Creating account…" : p.onboard ? "Continue" : "Create Account & Verify"} {!p.creating && <Icon name="arrowR" size={16} />}
+      </button>

      {modal === "terms" && <LegalModal doc={TERMS} onClose={() => setModal(null)} onReviewed={() => { reviewed.terms = true; setModal(null); }} />}
      {modal === "privacy" && <LegalModal doc={PRIVACY} onClose={() => setModal(null)} onReviewed={() => { reviewed.privacy = true; setModal(null); }} />}
@@ -309,10 +314,13 @@ function StepAccount(p: {
 // module-level reviewed flags (per mount lifetime) — enables the checkboxes after a doc is read
 const reviewed = { terms: false, privacy: false };

-/* ====================== STEP 1 — VERIFY ====================== */
+/* ====================== STEP 1 — VERIFY PHONE ======================
+   Email is already trusted (registration: Supabase auto-confirms on signup;
+   onboarding: Google-verified), so this step only verifies the phone via a real
+   SMS OTP: addPhone() → Twilio texts a code → verifyPhone() confirms it. Both
+   run against the live Supabase session established in the previous step. */
 function StepVerify(p: {
-  emailValue: string; cc: string; phone: string; country: typeof countryCodes[number];
-  emailVerified: boolean; setEmailVerified: (v: boolean) => void;
+  cc: string; phone: string; country: typeof countryCodes[number];
  phoneVerified: boolean; setPhoneVerified: (v: boolean) => void;
  valid: boolean; onBack: () => void; onContinue: () => void;
 }) {
@@ -320,12 +328,11 @@ function StepVerify(p: {
  return (
    <div>
      <StepBack onClick={p.onBack} />
-      <h1>Verify email &amp; phone</h1>
-      <p className="sub">Confirm both so we can secure your account.</p>
+      <h1>Verify your phone</h1>
+      <p className="sub">We&apos;ll text a one-time code to confirm your number. Your email is already verified.</p>

      <div className="col gap-4" style={{ marginTop: 16 }}>
-        <VerifyChannel kind="email" initial={p.emailValue} country={p.country} cc={p.cc} initialPhone={p.phone} verified={p.emailVerified} onVerified={() => p.setEmailVerified(true)} />
-        <VerifyChannel kind="phone" initial={p.emailValue} country={p.country} cc={p.cc} initialPhone={p.phone} verified={p.phoneVerified} onVerified={() => p.setPhoneVerified(true)} />
+        <PhoneVerify cc={p.cc} country={p.country} initialPhone={p.phone} verified={p.phoneVerified} onVerified={() => p.setPhoneVerified(true)} />
      </div>

      <div style={{ marginTop: 14 }}><RememberDevice checked={remember} onChange={setRemember} /></div>
@@ -334,40 +341,53 @@ function StepVerify(p: {
  );
 }

-type SendState = "idle" | "sending" | "ok" | "invalid_email" | "mailbox_full" | "bounce_risk" | "invalid_mobile";
-function VerifyChannel({ kind, initial, country, cc, initialPhone, verified, onVerified }: {
-  kind: "email" | "phone"; initial: string; country: typeof countryCodes[number]; cc: string; initialPhone: string;
+type SendState = "idle" | "sending" | "sent" | "invalid_mobile" | "send_error";
+function PhoneVerify({ cc, country, initialPhone, verified, onVerified }: {
+  cc: string; country: typeof countryCodes[number]; initialPhone: string;
  verified: boolean; onVerified: () => void;
 }) {
-  const [value, setValue] = useState(kind === "email" ? initial : initialPhone);
-  const [via, setVia] = useState<"primary" | "wa">("primary");
+  const { addPhone, verifyPhone } = useAuth();
+  const [value, setValue] = useState(initialPhone);
  const [state, setState] = useState<SendState>("idle");
-  const [otpError, setOtpError] = useState(false);
-  const primaryLabel = kind === "email" ? "Email" : "SMS";
+  const [otpError, setOtpError] = useState("");
+  const e164 = `${cc}${value.replace(/\D/g, "")}`;

-  function send() {
+  async function send() {
+    if (value.replace(/\D/g, "").length !== country.digits) { setState("invalid_mobile"); return; }
    setState("sending");
-    setTimeout(() => {
-      if (kind === "email") {
-        if (!EMAIL_RE.test(value)) return setState("invalid_email");
-        if (value.includes("full")) return setState("mailbox_full");
-        if (value.includes("bo")) return setState("bounce_risk");
-        return setState("ok");
-      } else {
-        if (value.replace(/\D/g, "").length !== country.digits) return setState("invalid_mobile");
-        return setState("ok");
+    setOtpError("");
+    if (MOCK_OTP) { setState("sent"); return; }   // demo: skip Twilio entirely
+    try {
+      await addPhone(e164);         // Supabase → Twilio sends the SMS OTP
+      setState("sent");
+    } catch {
+      setState("send_error");
+    }
+  }
+
+  async function submit(code: string) {
+    setOtpError("");
+    if (MOCK_OTP) {
+      if (code === DEMO_OTP) onVerified();
+      else setOtpError(`Demo mode — enter ${DEMO_OTP} to verify.`);
+      return;
+    }
+    try {
+      await verifyPhone(e164, code); // confirm the OTP (phone_change)
+      onVerified();
+    } catch {
+      setOtpError("That code didn't match. Check the SMS and try again.");
    }
-    }, 700);
  }

  if (verified) {
    return (
      <div className="vchannel verified">
        <div className="row between">
-          <span className="row gap-2" style={{ fontWeight: 600, fontSize: 14 }}><Icon name={kind === "email" ? "mail" : "phone"} size={16} /> {kind === "email" ? "Email" : "Mobile"}</span>
+          <span className="row gap-2" style={{ fontWeight: 600, fontSize: 14 }}><Icon name="phone" size={16} /> Mobile</span>
          <Badge tone="green"><Icon name="check" size={12} /> Verified</Badge>
        </div>
-        <p className="faint" style={{ fontSize: 12.5, marginTop: 8 }}>{kind === "email" ? value : `${cc} ${value}`}</p>
+        <p className="faint" style={{ fontSize: 12.5, marginTop: 8 }}>{cc} {value}</p>
      </div>
    );
  }
@@ -375,46 +395,36 @@ function VerifyChannel({ kind, initial, country, cc, initialPhone, verified, onV
  return (
    <div className="vchannel">
      <div className="row between" style={{ marginBottom: 12 }}>
-        <span className="row gap-2" style={{ fontWeight: 600, fontSize: 14 }}><Icon name={kind === "email" ? "mail" : "phone"} size={16} /> {kind === "email" ? "Email address" : "Mobile number"}</span>
+        <span className="row gap-2" style={{ fontWeight: 600, fontSize: 14 }}><Icon name="phone" size={16} /> Mobile number</span>
      </div>

-      {kind === "email" ? (
-        <input className="input" value={value} onChange={(e) => { setValue(e.target.value); setState("idle"); }} placeholder="you@example.com" />
-      ) : (
      <div className="phone-row">
        <span className="input cc-select" style={{ display: "flex", alignItems: "center", justifyContent: "center", gap: 7 }}>
          {/* eslint-disable-next-line @next/next/no-img-element */}
          <img className="cc-flag-img static" src={flagUrl(country.flag)} alt={country.name} width={22} height={16} />
          {cc}
        </span>
-          <input className="input grow" inputMode="numeric" value={value} onChange={(e) => { setValue(e.target.value.replace(/\D/g, "")); setState("idle"); }} placeholder={country.example} />
+        <input className="input grow" inputMode="numeric" value={value} disabled={state === "sent"} onChange={(e) => { setValue(e.target.value.replace(/\D/g, "")); setState("idle"); }} placeholder={country.example} />
      </div>
-      )}

      <div className="row between" style={{ marginTop: 12 }}>
-        <div className="seg">
-          <button className={via === "primary" ? "on" : ""} onClick={() => setVia("primary")}>{primaryLabel}</button>
-          <button className={via === "wa" ? "on" : ""} onClick={() => setVia("wa")}><Icon name="whatsapp" size={14} /> WhatsApp</button>
-        </div>
-        <button className="btn btn-sm" style={{ width: "auto" }} disabled={state === "sending" || state === "ok"} onClick={send}>
-          {state === "sending" ? "Sending…" : "Send code"}
+        <span className="faint" style={{ fontSize: 12 }}>{MOCK_OTP ? "Demo verification (no SMS sent)." : "Standard SMS rates may apply."}</span>
+        <button className="btn btn-sm" style={{ width: "auto" }} disabled={state === "sending" || state === "sent"} onClick={send}>
+          {state === "sending" ? "Sending…" : state === "sent" ? "Sent" : "Send code"}
        </button>
      </div>

-      {state === "ok" && <p className="faint" style={{ fontSize: 12, marginTop: 10 }}>OTP sent via {via === "wa" ? "WhatsApp" : primaryLabel}.</p>}
-      {state === "invalid_email" && <div style={{ marginTop: 10 }}><FlashNote tone="error">That email address looks invalid.</FlashNote></div>}
-      {state === "mailbox_full" && <div style={{ marginTop: 10 }}><FlashNote tone="warn">This mailbox appears full — try another email.</FlashNote></div>}
-      {state === "bounce_risk" && <div style={{ marginTop: 10 }}><FlashNote tone="warn">High bounce risk for this address.</FlashNote></div>}
+      {state === "sent" && <p className="faint" style={{ fontSize: 12, marginTop: 10 }}>{MOCK_OTP ? `Demo mode — enter ${DEMO_OTP} to verify (SMS temporarily disabled).` : `Code sent to ${cc} ${value} by SMS.`}</p>}
      {state === "invalid_mobile" && <div style={{ marginTop: 10 }}><FlashNote tone="error">Enter a valid {country.digits}-digit mobile number.</FlashNote></div>}
+      {state === "send_error" && <div style={{ marginTop: 10 }}><FlashNote tone="error">Couldn&apos;t send the code. Check the number and try again.</FlashNote></div>}

-      {state === "ok" && (
+      {state === "sent" && (
        <div style={{ marginTop: 14 }}>
-          <OtpBoxes onComplete={(c) => { if (c === "000000") setOtpError(true); else { setOtpError(false); onVerified(); } }} error={otpError} />
-          {otpError && <div style={{ marginTop: 10 }}><FlashNote tone="error">Incorrect code.</FlashNote></div>}
-          <div style={{ marginTop: 12 }}><ResendLink seconds={60} /></div>
+          <OtpBoxes onComplete={submit} error={!!otpError} />
+          {otpError && <div style={{ marginTop: 10 }}><FlashNote tone="error">{otpError}</FlashNote></div>}
+          <div style={{ marginTop: 12 }}><ResendLink seconds={60} onResend={send} /></div>
        </div>
      )}
-      <p className="demo-hint">Demo: any 6 digits verify; “000000” fails. Email with “full”/“bo” shows send errors.</p>
    </div>
  );
 }
@@ -592,10 +602,10 @@ function AddressBlock({ idPrefix, onChange }: { idPrefix: string; onChange?: (a:
 }

 /* ====================== stepper ====================== */
-function Stepper({ current }: { current: number }) {
+function Stepper({ current, labels = STEPS }: { current: number; labels?: string[] }) {
  return (
    <div className="steps">
-      {STEPS.map((label, i) => {
+      {labels.map((label, i) => {
        const done = i < current, on = i === current;
        return (
          <div key={label} style={{ display: "contents" }}>
@@ -0,0 +1,66 @@
+"use client";
+
+import { useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+
+/**
+ * The signed-in user's effective CRM access, from crm.account.me. Drives navigation
+ * gating: a user with no membership/permissions sees only Dashboard + Profile; members
+ * see the areas their permissions allow.
+ *
+ * Every CRM permission id, granted to superadmins / owners. Used as the mock default
+ * when the Shell isn't configured (local demo shows everything).
+ */
+export const ALL_CRM_PERMISSIONS = [
+  "leads.manage", "pipeline.manage", "estimates.create", "dispatch.manage",
+  "reports.view", "billing.view", "team.manage", "roles.manage", "settings.manage",
+] as const;
+
+export interface MyAccess {
+  registered: boolean;
+  isMember: boolean;
+  roleSlugs: string[];
+  permissions: string[];
+  isSuperadmin: boolean;
+  /** True while the access query is still resolving (nav stays minimal until then). */
+  loading: boolean;
+  can: (permission: string) => boolean;
+}
+
+interface MeDTO {
+  registered: boolean;
+  isMember: boolean;
+  roleSlugs: string[];
+  permissions: string[];
+  isSuperadmin: boolean;
+}
+
+function useLiveAccess(): MyAccess {
+  const { data, loading } = useQuery<MeDTO>("crm.account.me");
+  const permissions = data?.permissions ?? [];
+  return {
+    registered: data?.registered ?? false,
+    isMember: data?.isMember ?? false,
+    roleSlugs: data?.roleSlugs ?? [],
+    permissions,
+    isSuperadmin: data?.isSuperadmin ?? false,
+    loading,
+    can: (p: string) => permissions.includes(p),
+  };
+}
+
+function useMockAccess(): MyAccess {
+  // No Shell (local demo): show everything so the mock UI is fully browsable.
+  const permissions = [...ALL_CRM_PERMISSIONS];
+  return {
+    registered: true,
+    isMember: true,
+    roleSlugs: ["superadmin"],
+    permissions,
+    isSuperadmin: true,
+    loading: false,
+    can: () => true,
+  };
+}
+
+export const useMyAccess: () => MyAccess = isShellConfigured() ? useLiveAccess : useMockAccess;
@@ -0,0 +1,16 @@
+/**
+ * Demo OTP fallback, shared by the login and registration flows.
+ *
+ * While the Twilio SMS sender is down we can't deliver real one-time codes. When
+ * MOCK_OTP is on, phone verification steps skip Supabase/Twilio and accept a fixed
+ * DEMO_OTP instead. Flip NEXT_PUBLIC_MOCK_OTP to "false" (or remove it) to restore
+ * real SMS — no other change needed.
+ *
+ * IMPORTANT: this only substitutes for a *secondary* verification (e.g. confirming a
+ * phone during registration/onboarding, where the session already exists). It cannot
+ * mock a *login* whose sole credential is the OTP — there the OTP verification is what
+ * mints the session, and a faked code produces no session (the dashboard's AuthGate
+ * would bounce the user straight back). Passwordless login therefore stays real.
+ */
+export const MOCK_OTP = process.env.NEXT_PUBLIC_MOCK_OTP === "true";
+export const DEMO_OTP = "123456";
@@ -38,6 +38,8 @@ export interface UiMember {
 }
 export interface UiInvite {
  id: string; email: string; roleIds: string[]; invitedBy: string; sentAt: string;
+  /** Accept token for the invite link (pending invites only; no email delivery yet). */
+  token?: string;
 }

 export interface TeamData {
@@ -46,7 +48,9 @@ export interface TeamData {
  setMemberRoles: (id: string, roleIds: string[]) => Promise<void>;
  updateMember: (id: string, patch: { title?: string; roleIds?: string[] }) => Promise<void>;
  removeMember: (id: string) => Promise<void>;
+  /** Create an invite. be-crm emails the invitee automatically. */
  invite: (email: string, roleIds: string[]) => Promise<void>;
+  /** Resend an invite (regenerates the token + re-emails it). */
  resendInvite: (id: string) => Promise<void>;
  revokeInvite: (id: string) => Promise<void>;
  setPermission: (roleId: string, permId: string, granted: boolean) => Promise<void>;
@@ -68,9 +72,9 @@ const initialsOf = (name: string) =>
 /* ---- be-crm DTO types (subset used here) -------------------------------- */

 interface RoleRef { id: string; slug: string; name: string; color: string | null; isSystem: boolean; isOwnerRole: boolean }
-interface MemberDTO { id: string; principalId: string; jobTitle: string | null; joinedAt: string; status: "active" | "deactivated"; roles: RoleRef[]; openDeals: number }
+interface MemberDTO { id: string; principalId: string; jobTitle: string | null; joinedAt: string; status: "active" | "deactivated"; roles: RoleRef[]; openDeals: number; email?: string | null; firstName?: string | null; lastName?: string | null; displayName?: string | null }
 interface RoleDTO { id: string; slug: string; name: string; description: string | null; color: string | null; isSystem: boolean; isOwnerRole: boolean; permissions: string[]; memberCount: number }
-interface InvitationDTO { id: string; email: string; roles: RoleRef[]; invitedBy: string; createdAt: string }
+interface InvitationDTO { id: string; email: string; roles: RoleRef[]; invitedBy: string; createdAt: string; token?: string }

 const relTime = (iso: string): string => {
  const then = Date.parse(iso);
@@ -153,12 +157,16 @@ function useLiveTeam(): TeamData {

  const members: UiMember[] = useMemo(() => (membersQ.data?.items ?? []).map((m) => {
    const isYou = !!meId && m.principalId === meId;
-    const name = isYou && user?.displayName
-      ? user.displayName
-      : (m.jobTitle?.trim() || `Member ${m.principalId.replace(/^pp_/, "").slice(0, 6)}`);
+    // Prefer the member's real name/email from their CRM registration; fall back to the
+    // ACE (for the current user), then job title, then a short principal id.
+    const name = m.displayName?.trim()
+      || (isYou && user?.displayName)
+      || m.jobTitle?.trim()
+      || `Member ${m.principalId.replace(/^pp_/, "").slice(0, 6)}`;
+    const email = m.email || (isYou ? user?.email : undefined) || "";
    return {
      id: m.id, principalId: m.principalId, name, initials: initialsOf(name),
-      email: isYou && user?.email ? user.email : m.principalId,
+      email,
      title: m.jobTitle ?? "", roleIds: m.roles.map((r) => r.id), gradient: gradientFor(m.id),
      status: (m.status === "active" ? "active" : "offline") as UiStatus,
      lastActive: m.status === "active" ? "Active" : "—",
@@ -169,7 +177,7 @@ function useLiveTeam(): TeamData {

  const invites: UiInvite[] = useMemo(() => (invitesQ.data?.items ?? []).map((i) => ({
    id: i.id, email: i.email, roleIds: i.roles.map((r) => r.id),
-    invitedBy: i.invitedBy, sentAt: relTime(i.createdAt),
+    invitedBy: i.invitedBy, sentAt: relTime(i.createdAt), token: i.token,
  })), [invitesQ.data]);

  return {
Author	SHA1	Message	Date
tanweer919	9eb234935d	refactor(email): remove frontend invite email; be-crm sends it now 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).	2026-07-14 15:38:53 +05:30
tanweer919	1a2043eaae	fix(login): readable email-OTP send error instead of raw '{}' gotrue can throw an error whose message is an unhelpful JSON blob (e.g. 500 'Error sending magic link email' when Supabase SMTP isn't configured). Show a readable, actionable message instead of rendering the raw payload.	2026-07-13 20:44:05 +05:30
tanweer919	eeded95940	fix(team): show member real name + email (no more principal UUIDs) Use displayName + email now returned by be-crm member search (from CRM registration). Falls back to the ACE for the current user, then job title — never the raw principal id as the email.	2026-07-13 20:33:01 +05:30
tanweer919	be4bd5f41d	fix(invite): look up the invitation and route correctly (register vs sign in) 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).	2026-07-13 20:25:25 +05:30
tanweer919	cc71516278	feat(email): send team invitations from a Vercel serverless route (Twilio) - 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.	2026-07-13 19:48:19 +05:30
tanweer919	103f3ae3a1	feat(rbac): no role at registration; invitation-based membership; nav gating - 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).	2026-07-13 16:25:53 +05:30
tanweer919	68bf137d11	fix(legal): explicit spacing after inline elements on SMS opt-in page	2026-07-13 14:59:59 +05:30
tanweer919	5f67c8fa85	fix(legal): correct spacing around company name on opt-in and terms pages	2026-07-13 14:55:33 +05:30
tanweer919	5511ef4110	feat(legal): SMS opt-in form + Privacy Policy + Terms for Twilio A2P 10DLC 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).	2026-07-13 14:50:49 +05:30
tanweer919	127e0f8912	fix(login): back-button nav, single OTP channel, register back buttons - Login: identify → password/otp now push() history (was replace()), so Back returns to the email screen instead of leaving to /register. - Login: in Shell mode the OTP screen no longer shows an email/SMS toggle — the channel is fixed by how you signed in, so email sign-in never shows a stray SMS option. - Login: hide phone (SMS) sign-in while OTP is mocked — a faked login code can't mint a session (AuthGate would bounce), so it can't work without SMS. Email OTP + password + Google stay real and working. - Register: add Back buttons (email screen → sign in; profile screen → email). - Share MOCK_OTP/DEMO_OTP via @/lib/otp.	2026-07-13 14:32:18 +05:30
tanweer919	27a5aa939e	feat(otp): mock phone OTP fallback while Twilio SMS is down The Twilio sender isn't delivering, so gate the Verify step behind NEXT_PUBLIC_MOCK_OTP (default true): 'Send code' skips Supabase/Twilio and a fixed demo code (123456) verifies, with clear demo-mode copy. The real addPhone/verifyPhone path is untouched — flip the flag to "false" to restore live SMS verification.	2026-07-13 13:59:04 +05:30
tanweer919	da7f7a7891	feat(register/onboard): real phone OTP verification via Twilio (SDK 0.2.6) Replaces the mock verify step (which accepted any 6 digits) with a real SMS OTP: addPhone() → Supabase/Twilio texts a code → verifyPhone() confirms it. - Registration creates the auth account when leaving the Account step, so the phone can be attached + verified against a live Supabase session; finish() no longer double-registers. - Onboarding gains a real phone-verify step (Profile → Verify → Address). - Email is trusted without an OTP in both flows (Supabase auto-confirms on signup; Google verifies for onboarding), matching project config. - Bump @abe-kap/appshell-sdk to ^0.2.6.	2026-07-13 04:29:02 +05:30
tanweer919	3c6190d16a	Merge pull request 'fix(onboarding): reliably prefill verified email (SDK 0.2.5)' (#15 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-12 22:36:29 +00:00
tanweer919	6ba00bfbf9	fix(onboarding): reliably prefill the verified email (SDK 0.2.5) getUserEmail() relied on getSession(), which returns null here because the Supabase session is intentionally never persisted to storage — so the onboarding email field stayed empty and Continue was blocked. SDK 0.2.5 captures the email in memory from the token-exchange response instead. Bump @abe-kap/appshell-sdk to ^0.2.5.	2026-07-13 04:06:13 +05:30
tanweer919	5e2fa574bd	Merge pull request 'fix(onboarding): gate direct access behind OAuth handoff' (#14 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-12 22:32:35 +00:00
tanweer919	d79da8cd6a	fix(onboarding): gate direct access behind the OAuth handoff /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.	2026-07-13 04:01:01 +05:30
tanweer919	10141806dc	Merge pull request 'fix(onboarding): prefill verified email; SDK 0.2.4' (#13 ) from tanweer919/lynkeduppro-crm:feat/login-methods into goutamnextflow	2026-07-12 22:26:05 +00:00
tanweer919	08ef85869f	fix(onboarding): prefill verified email in a disabled field; bump SDK 0.2.4 - Onboarding reads the OAuth email (session-storage hint + live Supabase session via getUserEmail) so Continue is no longer disabled. - Replace the empty 'Signed in as' banner with a disabled, prefilled email field (email is fixed — Google-verified). - Stash the verified email at OAuth callback time for onboarding prefill. - Bump @abe-kap/appshell-sdk to ^0.2.4 (getUserEmail via getSession).	2026-07-13 03:55:05 +05:30
tanweer919	619ec4c9b1	Merge pull request 'feat(auth): Google onboarding flow (option 3)' (#12 ) from feat/login-methods into goutamnextflow	2026-07-12 22:06:03 +00:00
tanweer919	948abf75fd	feat(auth): first-time Google onboarding (option 3) 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.	2026-07-13 03:35:55 +05:30
tanweer919	66cd8953ba	Merge pull request 'feat(auth): gate Google sign-in on CRM profile' (#11 ) from feat/login-methods into goutamnextflow	2026-07-12 21:52:11 +00:00
tanweer919	34cb44cfa8	feat(auth): gate Google sign-in on an existing CRM profile Google is sign-IN only: after OAuth, check crm.account.registrationStatus; if the account has no CRM profile, sign back out and show an error on the login screen instead of admitting a profile-less user. (Onboarding to collect the profile comes later.)	2026-07-13 03:22:04 +05:30
tanweer919	11931cbf6f	Merge pull request 'polish: real role in user chip' (#10 ) from feat/login-methods into goutamnextflow	2026-07-12 21:33:24 +00:00
tanweer919	f38fa80bde	polish(dashboard): show real ACE role in user chip instead of static 'Property Owner'	2026-07-13 03:03:17 +05:30
tanweer919	43f9a3eb83	Merge pull request 'feat(dashboard): real user + sign-out; remove demo text' (#9 ) from feat/login-methods into goutamnextflow	2026-07-12 21:27:58 +00:00
tanweer919	86af77c92b	feat(dashboard): real user in sidebar + sign-out; strip demo/mock hints - 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.	2026-07-13 02:57:51 +05:30
tanweer919	f5ff7bf6ea	Merge pull request 'fix(auth): session persists on reload (SDK 0.2.2)' (#8 ) from feat/login-methods into goutamnextflow	2026-07-12 21:11:46 +00:00
tanweer919	27e7bdf8f5	fix(auth): bump appshell-sdk 0.2.2 (ready-after-restore) — session persists on reload	2026-07-13 02:41:39 +05:30
tanweer919	3e79b3bf31	Merge pull request 'fix(auth): session persists on reload (gate redirect on boot-ready)' (#7 ) from feat/login-methods into goutamnextflow	2026-07-12 21:05:20 +00:00
tanweer919	64be4b9b3f	fix(auth): don't redirect from dashboard until SDK boot completes AuthGate redirected to /portal/login whenever status !== authenticated, which during boot (before restore() resolves) dropped a valid session on reload. Gate the redirect on useAppShell().ready so we only bounce once auth has resolved.	2026-07-13 02:35:13 +05:30
tanweer919	e08fa357f7	Merge pull request 'chore: remove debug logging' (#6 ) from feat/login-methods into goutamnextflow	2026-07-12 20:47:30 +00:00
tanweer919	5186497c50	chore(auth): remove debug logging from OAuth + registration error paths	2026-07-13 02:17:22 +05:30
tanweer919	e37ef375eb	Merge pull request 'fix(auth): PKCE verifier (SDK 0.2.1) — Google sign-in' (#5 ) from feat/login-methods into goutamnextflow	2026-07-12 20:32:32 +00:00
tanweer919	0e8a207640	fix(auth): bump appshell-sdk 0.2.1 (PKCE verifier fix); tidy OAuth error handling	2026-07-13 02:02:24 +05:30
tanweer919	66118ff63f	Merge pull request 'fix(auth): surface OAuth error' (#4 ) from feat/login-methods into goutamnextflow	2026-07-12 20:15:17 +00:00
tanweer919	7570fe7be3	fix(auth): surface the real OAuth completion error (console + flash)	2026-07-13 01:45:10 +05:30
tanweer919	6d0c8890d3	Merge pull request 'fix(auth): complete Google OAuth after SDK boot' (#3 ) from feat/login-methods into goutamnextflow	2026-07-12 20:01:53 +00:00
tanweer919	6e1a895e7e	fix(auth): complete Google OAuth after SDK boot (was stuck on ?code=…#identify) The OAuth-return effect ran on mount before AppShell finished booting, so completeOAuthLogin no-oped (sdk.auth undefined → null) and fell back to identify, never retrying. Gate it on useAppShell().ready so it runs once auth is up, and strip ?code= from the URL on success.	2026-07-13 01:31:37 +05:30
tanweer919	e9ec33d412	Merge pull request 'feat(auth): Google-only social; email/password sign-up; phone login' (#2 ) from feat/login-methods into goutamnextflow	2026-07-11 15:19:06 +00:00
tanweer919	74caae0710	feat(auth): Google-only social; sign-up email/password only; phone login entry - SocialButtons: only Google (Microsoft/Apple hidden). - Sign-up: remove all social (email/password only). - Login: keep Google + email/password (single step) + email/SMS OTP; add a direct 'Sign in with a phone number' entry (SMS OTP), and rename the OTP link to 'Sign in with a one-time code'. All Supabase-supported; no mandatory 2FA.	2026-07-11 20:48:47 +05:30
tanweer919	2a653b807b	Merge pull request 'feat: AppShell integration — auth, email/SMS OTP login, live multi-role team management' (#1 ) from tanweer919/lynkeduppro-crm:feat/appshell-integration into goutamnextflow	2026-07-11 14:24:59 +00:00