Merge remote-tracking branch 'origin/goutamnextflow' into feat/projects

# Conflicts: # src/app/dashboard/dashboard.css # src/components/dashboard/dashboard.tsx # src/components/dashboard/ui.tsx
2026-07-23 12:52:13 -04:00 · 2026-07-22 17:26:45 -04:00 · 2026-07-22 17:19:23 -04:00
16 changed files with 826 additions and 2547 deletions
@@ -1,99 +0,0 @@
-# Leads — Backend Changes Required (be-crm)
-
-Follow-ups the **frontend now depends on**. The frontend side of each item below is
-already implemented and shipped on branch `integration-lead-and-verification-be`; these
-are the matching changes needed in **be-crm** (`crm.lead.*` / `crm.media.*`) for the
-features to work end-to-end.
-
-Companion to `LEADS_BACKEND_REQUIREMENTS.md` (the full contract). Section refs (§) point there.
-
-**How this was found:** integration testing the live data door at `http://localhost:4010`
-(trust-headers dev mode: `X-Tenant-ID: tnt_demo`, `X-Principal-ID: prn_owner`).
-
---
-
-## 1. Resolve assignee / creator IDs to member display names in `LeadDTO`
-
-**Status:** IDs are stored correctly; **display names are not resolved.**
-
-### What we observed
-`crm.lead.create` with `assignment.assigneeId` → the id persists, and `crm.lead.get`
-returns the assignee/creator — but the `name` is just the **raw principal id echoed back**,
-and the dedicated `*Name` fields come back empty:
-
-```jsonc
-// crm.lead.get response (relevant fields)
-"assignedToId":  "prn_owner",
-"assignedToName": "",                                             // ← empty, not resolved
-"assignee":      { "id": "prn_owner", "name": "prn_owner", "initials": "P" },  // name = the id
-"createdById":   "prn_owner",
-"createdByName": "",                                             // ← empty, not resolved
-"createdBy":     { "id": "prn_owner", "name": "prn_owner", "initials": "P" }   // name = the id
-```
-
-The contract (§6.2) says the detail projection must carry **"resolved assignee / canvasser /
-creator display names."** Today they are unresolved, so the detail popup's **Assigned To** and
-**Created By** show a raw id (or nothing) instead of a person's name.
-
-### Required change
-In the `crm.lead.get` (and any `LeadDTO`-returning command) projection, **join the member
-FKs to the `members` table** and populate the real `displayName`:
-
- `assigned_to_id` → `assignedToName` **and** `assignee.name` = member `displayName`
- `created_by_id`  → `createdByName`  **and** `createdBy.name` = member `displayName`
- `canvasser_id`   → `canvasserName`  (same treatment, §5 note 5)
-
-Fall back to the id only when the member can't be resolved. Note the dev tenant `tnt_demo`
-returns **0 members** from `crm.team.member.search` — seed members there so assignment can be
-exercised (§12 note 5 / "[Seed/link required]").
-
-### Frontend interim (already shipped — remove once backend resolves names)
-`src/lib/leads-api.ts` now resolves the returned id against the local reps list
-(`crm.team.member.search`, principalId → name) as a safety net, and reads the `createdBy`
-**object** (previously the reader only looked at the never-populated `createdByName`, so
-"Created By" rendered blank). Backend resolution is still the correct long-term source of truth.
-
---
-
-## 2. Site photos — NO backend change (uses existing `crm.lead.attachment.add`)
-
-**Status:** No new backend work. The endpoints already exist; the frontend was wired to them.
-
-### Decision: photos persist via `crm.lead.attachment.add` AFTER create (NOT in `crm.lead.create`)
-Photos are **not** sent in the create payload. The frontend creates the lead first, then calls the
-existing `crm.lead.attachment.add` command once per photo, keyed by the new lead's id (postman **#24**).
-
-### Frontend flow (already shipped)
-1. User picks images in the full form → Property step.
-2. Each file is uploaded to storage via the shared Media module:
-   `crm.media.presignUpload { mime, sizeBytes }` → `{ objectKey, uploadUrl }`, then browser `PUT`s the bytes (§11.5).
-3. On submit: `crm.lead.create` (WITHOUT photos) → then per photo:
-   ```jsonc
-   { "action": "crm.lead.attachment.add",
-     "variables": { "id": "<newLeadId>",
-       "attachment": { "contentRef": "<objectKey>", "mimeType": "image/jpeg", "sizeBytes": 12345, "filename": "roof.jpg" } } }
-   ```
-4. Detail popup reads `attachments[]` from `crm.lead.get` and renders each via `crm.media.presignDownload { contentRef }`.
-
-### Backend expectations (should already hold — just confirm)
- `crm.lead.attachment.add` inserts a `lead_attachments` row and enforces the 25 MB cap → `413 file_too_large` (§4.4).
- `crm.lead.get` returns the stored photos as **`attachments: Attachment[]`**, each with at least
-  `{ id, contentRef, mimeType, sizeBytes, filename }` (postman #3 / #24 already reference `j.attachments`).
- `crm.media.presignUpload` / `crm.media.presignDownload` are registered for this app/tenant (shared Media module).
-
-### Not verified live
-Could **not** confirm against `:4010` (dev backend intermittently down during testing). When stable, run:
-`crm.media.presignUpload` → `crm.lead.create` → `crm.lead.attachment.add` → `crm.lead.get` and confirm
-`attachments[]` comes back.
-
---
-
-## Quick verification checklist (run against `:4010` when backend is up)
-
- [ ] Seed members in `tnt_demo`; `crm.team.member.search` returns > 0 items.
- [ ] `crm.lead.create` with `assignment.assigneeId = <member principalId>` → `crm.lead.get`
-      returns `assignedToName` = that member's real display name.
- [ ] `crm.lead.get` returns `createdByName` = the creating caller's display name.
- [ ] `crm.media.presignUpload` returns `{ objectKey, uploadUrl }`; PUT to `uploadUrl` succeeds.
- [ ] `crm.lead.attachment.add { id, attachment }` → `crm.lead.get` returns matching `attachments[]`.
- [ ] `crm.media.presignDownload { contentRef }` returns a working signed URL for a stored photo.
@@ -1,340 +0,0 @@
-###############################################################################
-# Leads & Lead Verification — data-door requests (VS Code "REST Client" / JetBrains HTTP).
-# Install the REST Client extension, then click "Send Request" above each block.
-# Requests are chained: run the "@name" reads/writes in order so the id variables
-# below resolve. The cleanest end-to-end path is:
-#   #10 intake → #11 assign → #12 reassign → #15 verify (promotes to a Lead).
-# Dev trust-headers mode — change @principal to test different callers.
-###############################################################################
-
-@baseUrl = http://localhost:4010
-@tenant = tnt_demo
-@principal = prn_owner
-
-# Shared headers are repeated per request (the format has no header includes).
-
-### Health — see every registered action (crm.lead.* + crm.leadVerification.*)
-GET {{baseUrl}}/health
-
-# ─────────────────────────────── LEADS: READS (POST /query) ─────────────────────
-
-### 1. Lead stats  (header stat strip: total + byStatus)
-POST {{baseUrl}}/query
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-Content-Type: application/json
-
-{ "action": "crm.lead.stats", "variables": {} }
-
-### 2. Lead search  (RUN THIS — provides @leadId). Supports query/status/priority/source/assigneeId/page/perPage.
-# @name leadSearch
-POST {{baseUrl}}/query
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-Content-Type: application/json
-
-{ "action": "crm.lead.search", "variables": { "status": "new", "page": 1, "perPage": 50 } }
-
-@leadId = {{leadSearch.response.body.$.items[0].id}}
-
-### 3. Lead get (full detail incl. phones/emails/attachments + resolved names)
-POST {{baseUrl}}/query
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-Content-Type: application/json
-
-{ "action": "crm.lead.get", "variables": { "id": "{{leadId}}" } }
-
-# ────────────────────── LEAD VERIFICATION: READS (POST /query) ──────────────────
-
-### 4. Verification stats  (the clickable stat tiles)
-POST {{baseUrl}}/query
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.stats", "variables": {} }
-
-### 5. Verification search  (RUN THIS — provides @verificationId)
-# @name vSearch
-POST {{baseUrl}}/query
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.search", "variables": { "page": 1, "perPage": 50 } }
-
-@verificationId = {{vSearch.response.body.$.items[0].id}}
-
-### 6. Verification get (detail + activity timeline)
-POST {{baseUrl}}/query
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.get", "variables": { "id": "{{verificationId}}" } }
-
-### 7. Verification activity list (also embedded in .get)
-POST {{baseUrl}}/query
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.activity.list", "variables": { "id": "{{verificationId}}" } }
-
-# ─────────────── VERIFICATION: WRITES (POST /command + unique key) ───────────────
-# Commands require a UNIQUE X-Idempotency-Key each time (reuse ⇒ 409).
-# Records "arrive" via intake (§12.11) — start the working flow at #10.
-
-### 10. Intake — seed a verification record  (RUN — provides @seedVerificationId)
-# @name intake
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lv-intake-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.intake", "variables": {
-  "name": "Kevin Hartley",
-  "phone": "(972) 413-8902",
-  "email": "kevin.hartley@example.com",
-  "address": "2814 Ravenswood Dr, Plano, TX 75023",
-  "source": "Door Knock"
-} }
-
-@seedVerificationId = {{intake.response.body.$.id}}
-
-### 11. Assign (Change Assignee) — pending → assigned
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lv-assign-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.assign", "variables": { "id": "{{seedVerificationId}}", "assigneeId": "{{principal}}" } }
-
-### 12. Reassign → In Progress
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lv-reassign-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.reassign", "variables": { "id": "{{seedVerificationId}}", "assigneeId": "{{principal}}" } }
-
-### 13. Update status + sub-status (generic; cannot set 'verified' here — use #15)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lv-updatestatus-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.updateStatus", "variables": { "id": "{{seedVerificationId}}", "status": "in_progress", "subStatus": "Reviewing Insurance" } }
-
-### 14. Add a verification note (appends + timeline entry)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lv-note-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.note.add", "variables": { "id": "{{seedVerificationId}}", "text": "Ownership confirmed via county records." } }
-
-### 15. Verify — PROMOTES to a new Lead (status = new). Returns { verification, lead }.
-# @name verify
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lv-verify-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.verify", "variables": { "id": "{{seedVerificationId}}", "notes": "Verified — insurance + damage confirmed." } }
-
-@promotedLeadId = {{verify.response.body.$.lead.id}}
-
-### 16. Get the promoted Lead (created by #15)
-POST {{baseUrl}}/query
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-Content-Type: application/json
-
-{ "action": "crm.lead.get", "variables": { "id": "{{promotedLeadId}}" } }
-
-### 17. Move to Pending (send an assigned/in_progress record back). Seed a second record first if needed.
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lv-topending-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.moveToPending", "variables": { "id": "{{verificationId}}" } }
-
-### 18. Mark Unverified (any non-terminal record)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lv-unverified-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.markUnverified", "variables": { "id": "{{verificationId}}", "reason": "Could not confirm ownership." } }
-
-# ─────────────────────── LEADS: WRITES (POST /command + unique key) ──────────────
-
-### 20. Create Lead — Full Form payload  (RUN — provides @createdLeadId)
-# @name createLead
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lead-create-001
-Content-Type: application/json
-
-{ "action": "crm.lead.create", "variables": {
-  "firstName": "John",
-  "lastName": "Martinez",
-  "phones": [
-    { "number": "(469) 500-1000", "type": "Mobile", "primary": true },
-    { "number": "(469) 500-2000", "type": "Home" }
-  ],
-  "emails": [ { "address": "john.martinez@example.com", "primary": true } ],
-  "property": { "address": "4821 Spring Creek Pkwy", "city": "Plano", "state": "TX", "zip": "75023", "type": "Single Family" },
-  "job": { "source": "Door Knock", "canvasserId": "{{principal}}", "leadType": "Insurance", "workType": "Roof Replacement", "tradeType": "Roofing", "urgency": "High", "notes": "Significant granule loss on the south slope." },
-  "insurance": { "company": "State Farm", "claimStatus": "Filed", "claimNumber": "CLM-2026-1000", "policyNumber": "POL-080000", "adjusterName": "Marcus Powell", "adjusterPhone": "(972) 700-3000" },
-  "assignment": { "assigneeId": "{{principal}}", "priority": "High", "followUp": "2026-06-04" }
-} }
-
-@createdLeadId = {{createLead.response.body.$.id}}
-
-### 21. Update Lead (partial patch; priority title-case is normalized to lowercase)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lead-update-001
-Content-Type: application/json
-
-{ "action": "crm.lead.update", "variables": { "id": "{{createdLeadId}}", "patch": { "priority": "Medium", "jobNotes": "Adjuster meeting scheduled." } } }
-
-### 22. Update Status (audited → lead_status_history)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lead-status-001
-Content-Type: application/json
-
-{ "action": "crm.lead.updateStatus", "variables": { "id": "{{createdLeadId}}", "status": "contacted", "note": "Spoke with homeowner." } }
-
-### 23. Assign a rep (or null for Unassigned)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lead-assign-001
-Content-Type: application/json
-
-{ "action": "crm.lead.assign", "variables": { "id": "{{createdLeadId}}", "assigneeId": "{{principal}}" } }
-
-### 24. Attachment add (site photo) — contentRef comes from crm.media.presignUpload (§11.5)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lead-attach-add-001
-Content-Type: application/json
-
-{ "action": "crm.lead.attachment.add", "variables": { "id": "{{createdLeadId}}", "attachment": { "contentRef": "obj/site-photo-1.jpg", "mimeType": "image/jpeg", "sizeBytes": 1048576, "filename": "roof-south.jpg" } } }
-
-### 25. Attachment remove (attachmentId from the lead's attachments[] in #3/#16)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: lead-attach-remove-001
-Content-Type: application/json
-
-{ "action": "crm.lead.attachment.remove", "variables": { "id": "{{createdLeadId}}", "attachmentId": "REPLACE_WITH_ATTACHMENT_ID" } }
-
-# ─────────────────────────── NEGATIVE / GUARD CHECKS ────────────────────────────
-
-### Verify an already-verified record (expect 409 already_verified)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: guard-alreadyverified-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.verify", "variables": { "id": "{{seedVerificationId}}" } }
-
-### Create with no name (expect 422 name_required)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: guard-noname-001
-Content-Type: application/json
-
-{ "action": "crm.lead.create", "variables": { "firstName": "", "lastName": "  " } }
-
-### Create with a bad email (expect 400 validation)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: guard-bademail-001
-Content-Type: application/json
-
-{ "action": "crm.lead.create", "variables": { "firstName": "Jane", "emails": [ { "address": "not-an-email" } ] } }
-
-### Invalid state transition — verified is terminal via generic updateStatus (expect 409 / 422)
-POST {{baseUrl}}/command
-Authorization: Bearer dev
-X-App-ID: crm-web
-X-Tenant-ID: {{tenant}}
-X-Principal-ID: {{principal}}
-X-Idempotency-Key: guard-transition-001
-Content-Type: application/json
-
-{ "action": "crm.leadVerification.updateStatus", "variables": { "id": "{{seedVerificationId}}", "status": "pending" } }
@@ -1,554 +0,0 @@
-{
-  "info": {
-    "name": "be-crm — Leads & Lead Verification (data door)",
-    "description": "All Leads (crm.lead.*) and Lead Verification (crm.leadVerification.*) data-door actions — for local testing against be-crm on :4010 (trust-headers mode).\n\nHOW TO USE:\n1. Import this file into Postman.\n2. Run 'Verification writes / 10. intake' FIRST — its test script captures the new record id into {{seedVerificationId}}, which the assign/verify chain references. The cleanest end-to-end path is: 10 intake → 11 assign → 12 reassign → 15 verify (promotes to a Lead, captured into {{promotedLeadId}}).\n3. The read folders ('Leads reads' / 'Verification reads') capture {{leadId}} / {{verificationId}} from search results when data exists.\n\nVERIFICATION STATE MACHINE (enforced server-side, §3.1): a record flows pending → assigned → in_progress, and ends at ONE terminal outcome — either verified (via 15. verify, which promotes a Lead) OR unverified (via 17. markUnverified). 'verified' is TERMINAL: markUnverified / moveToPending / updateStatus against a verified record return 409 invalid_state_transition. So run ONE terminal action per record. To exercise markUnverified or moveToPending, run 10. intake to seed a FRESH pending record (repoints {{verificationId}}) and act on it BEFORE verifying — e.g. intake → assign → moveToPending, or intake → markUnverified. Valid: markUnverified from pending/assigned/in_progress; moveToPending from assigned/in_progress.\n\nNOTE: everything is POST except GET /health. Reads hit /query, writes hit /command (action+data in the JSON body). Commands auto-generate a fresh X-Idempotency-Key ({{$guid}}). In dev, the identity headers stand in for what the Shell BFF injects in real environments — never ship them from the frontend. Both modules are gated by the leads.manage permission.",
-    "schema": "https://schema.getpostman.com/json/collection/v2.1.0/collection.json"
-  },
-  "variable": [
-    { "key": "baseUrl", "value": "http://localhost:4010" },
-    { "key": "tenant", "value": "tnt_demo" },
-    { "key": "principal", "value": "prn_owner" },
-    { "key": "leadId", "value": "" },
-    { "key": "verificationId", "value": "" },
-    { "key": "seedVerificationId", "value": "" },
-    { "key": "promotedLeadId", "value": "" },
-    { "key": "createdLeadId", "value": "" },
-    { "key": "attachmentId", "value": "" }
-  ],
-  "item": [
-    {
-      "name": "0. Health (the only GET)",
-      "request": {
-        "method": "GET",
-        "header": [],
-        "url": { "raw": "{{baseUrl}}/health", "host": ["{{baseUrl}}"], "path": ["health"] },
-        "description": "Liveness + the full list of registered actions (crm.lead.* + crm.leadVerification.*). Works in a browser."
-      }
-    },
-    {
-      "name": "Leads reads (POST /query)",
-      "item": [
-        {
-          "name": "1. lead.stats (header stat strip)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.stats\",\n  \"variables\": {}\n}" },
-            "url": { "raw": "{{baseUrl}}/query", "host": ["{{baseUrl}}"], "path": ["query"] },
-            "description": "Returns { total, byStatus: { new, contacted, appointed, closed } }."
-          }
-        },
-        {
-          "name": "2. lead.search  (captures leadId)",
-          "event": [
-            {
-              "listen": "test",
-              "script": {
-                "type": "text/javascript",
-                "exec": [
-                  "const j = pm.response.json();",
-                  "if (j.items && j.items[0]) pm.collectionVariables.set('leadId', j.items[0].id);",
-                  "pm.test('has paging meta', () => pm.expect(j.meta).to.have.property('total'));"
-                ]
-              }
-            }
-          ],
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.search\",\n  \"variables\": { \"status\": \"new\", \"page\": 1, \"perPage\": 50 }\n}" },
-            "url": { "raw": "{{baseUrl}}/query", "host": ["{{baseUrl}}"], "path": ["query"] },
-            "description": "Board list + search + status/priority/source/assigneeId filters. Returns { items: LeadCardDTO[], meta }."
-          }
-        },
-        {
-          "name": "3. lead.get (full detail)",
-          "event": [
-            {
-              "listen": "test",
-              "script": {
-                "type": "text/javascript",
-                "exec": [
-                  "const j = pm.response.json();",
-                  "if (j.attachments && j.attachments[0]) pm.collectionVariables.set('attachmentId', j.attachments[0].id);"
-                ]
-              }
-            }
-          ],
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.get\",\n  \"variables\": { \"id\": \"{{leadId}}\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/query", "host": ["{{baseUrl}}"], "path": ["query"] },
-            "description": "Full record incl. phones/emails/attachments + resolved assignee/canvasser/creator names + storm/property/job/insurance groupings."
-          }
-        }
-      ]
-    },
-    {
-      "name": "Verification reads (POST /query)",
-      "item": [
-        {
-          "name": "4. leadVerification.stats (stat tiles)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.stats\",\n  \"variables\": {}\n}" },
-            "url": { "raw": "{{baseUrl}}/query", "host": ["{{baseUrl}}"], "path": ["query"] },
-            "description": "Returns { verified, in_progress, assigned, pending, unverified }."
-          }
-        },
-        {
-          "name": "5. leadVerification.search  (captures verificationId)",
-          "event": [
-            {
-              "listen": "test",
-              "script": {
-                "type": "text/javascript",
-                "exec": [
-                  "const j = pm.response.json();",
-                  "if (j.items && j.items[0]) pm.collectionVariables.set('verificationId', j.items[0].id);",
-                  "pm.test('has paging meta', () => pm.expect(j.meta).to.have.property('total'));"
-                ]
-              }
-            }
-          ],
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.search\",\n  \"variables\": { \"page\": 1, \"perPage\": 50 }\n}" },
-            "url": { "raw": "{{baseUrl}}/query", "host": ["{{baseUrl}}"], "path": ["query"] },
-            "description": "Queue table + search + status/source/assignee filters. Returns { items: VerificationRowDTO[], meta }."
-          }
-        },
-        {
-          "name": "6. leadVerification.get (detail + timeline)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.get\",\n  \"variables\": { \"id\": \"{{verificationId}}\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/query", "host": ["{{baseUrl}}"], "path": ["query"] }
-          }
-        },
-        {
-          "name": "7. leadVerification.activity.list",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.activity.list\",\n  \"variables\": { \"id\": \"{{verificationId}}\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/query", "host": ["{{baseUrl}}"], "path": ["query"] }
-          }
-        }
-      ]
-    },
-    {
-      "name": "Verification writes (POST /command)",
-      "item": [
-        {
-          "name": "10. leadVerification.intake  (RUN FIRST — captures seedVerificationId)",
-          "event": [
-            {
-              "listen": "test",
-              "script": {
-                "type": "text/javascript",
-                "exec": [
-                  "const j = pm.response.json();",
-                  "if (j && j.id) { pm.collectionVariables.set('seedVerificationId', j.id); pm.collectionVariables.set('verificationId', j.id); }",
-                  "pm.test('starts pending', () => pm.expect(j.status).to.eql('pending'));"
-                ]
-              }
-            }
-          ],
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.intake\",\n  \"variables\": {\n    \"name\": \"Kevin Hartley\",\n    \"phone\": \"(972) 413-8902\",\n    \"email\": \"kevin.hartley@example.com\",\n    \"address\": \"2814 Ravenswood Dr, Plano, TX 75023\",\n    \"source\": \"Door Knock\"\n  }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "Records 'arrive' via intake (§12.11) — the ingestion path outside the two UI screens. Seeds the queue and captures {{seedVerificationId}} for the working flow below."
-          }
-        },
-        {
-          "name": "11. leadVerification.assign (pending → assigned)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.assign\",\n  \"variables\": { \"id\": \"{{seedVerificationId}}\", \"assigneeId\": \"{{principal}}\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "Change Assignee. A pending record moves to 'assigned'; otherwise only the assignee changes."
-          }
-        },
-        {
-          "name": "12. leadVerification.reassign (→ In Progress)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.reassign\",\n  \"variables\": { \"id\": \"{{seedVerificationId}}\", \"assigneeId\": \"{{principal}}\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] }
-          }
-        },
-        {
-          "name": "13. leadVerification.updateStatus (generic; not 'verified')",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.updateStatus\",\n  \"variables\": { \"id\": \"{{seedVerificationId}}\", \"status\": \"in_progress\", \"subStatus\": \"Reviewing Insurance\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "Generic status + sub-status set. Setting 'verified' here → 422 (use 15. verify, which promotes a Lead). Disallowed transitions → 409."
-          }
-        },
-        {
-          "name": "14. leadVerification.note.add",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.note.add\",\n  \"variables\": { \"id\": \"{{seedVerificationId}}\", \"text\": \"Ownership confirmed via county records.\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] }
-          }
-        },
-        {
-          "name": "15. leadVerification.verify  (PROMOTES to Lead — captures promotedLeadId)",
-          "event": [
-            {
-              "listen": "test",
-              "script": {
-                "type": "text/javascript",
-                "exec": [
-                  "const j = pm.response.json();",
-                  "if (j.lead && j.lead.id) pm.collectionVariables.set('promotedLeadId', j.lead.id);",
-                  "pm.test('verification is verified', () => pm.expect(j.verification.status).to.eql('verified'));",
-                  "pm.test('promoted lead is new', () => pm.expect(j.lead.status).to.eql('new'));"
-                ]
-              }
-            }
-          ],
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.verify\",\n  \"variables\": { \"id\": \"{{seedVerificationId}}\", \"notes\": \"Verified — insurance + damage confirmed.\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "The critical cross-module command: flips the record to verified and creates a new Lead (status=new) in one transaction, linking both records. Returns { verification, lead }. A second call → 409 already_verified."
-          }
-        },
-        {
-          "name": "16. leadVerification.moveToPending",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.moveToPending\",\n  \"variables\": { \"id\": \"{{verificationId}}\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "Send an assigned/in_progress record back to pending (keeps the assignee). Point at a non-verified {{verificationId}}."
-          }
-        },
-        {
-          "name": "17. leadVerification.markUnverified",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.markUnverified\",\n  \"variables\": { \"id\": \"{{verificationId}}\", \"reason\": \"Could not confirm ownership.\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "Terminal outcome. Allowed from pending/assigned/in_progress; a verified record → 409. Point {{verificationId}} at a NON-verified record (run 10. intake to seed a fresh pending one)."
-          }
-        }
-      ]
-    },
-    {
-      "name": "Leads writes (POST /command)",
-      "item": [
-        {
-          "name": "20. lead.create (Full Form — captures createdLeadId)",
-          "event": [
-            {
-              "listen": "test",
-              "script": {
-                "type": "text/javascript",
-                "exec": [
-                  "const j = pm.response.json();",
-                  "if (j && j.id) { pm.collectionVariables.set('createdLeadId', j.id); pm.collectionVariables.set('leadId', j.id); }",
-                  "pm.test('priority normalized to lowercase', () => pm.expect(j.priority).to.eql('high'));"
-                ]
-              }
-            }
-          ],
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.create\",\n  \"variables\": {\n    \"firstName\": \"John\",\n    \"lastName\": \"Martinez\",\n    \"phones\": [\n      { \"number\": \"(469) 500-1000\", \"type\": \"Mobile\", \"primary\": true },\n      { \"number\": \"(469) 500-2000\", \"type\": \"Home\" }\n    ],\n    \"emails\": [ { \"address\": \"john.martinez@example.com\", \"primary\": true } ],\n    \"property\": { \"address\": \"4821 Spring Creek Pkwy\", \"city\": \"Plano\", \"state\": \"TX\", \"zip\": \"75023\", \"type\": \"Single Family\" },\n    \"job\": { \"source\": \"Door Knock\", \"canvasserId\": \"{{principal}}\", \"leadType\": \"Insurance\", \"workType\": \"Roof Replacement\", \"tradeType\": \"Roofing\", \"urgency\": \"High\", \"notes\": \"Significant granule loss on the south slope.\" },\n    \"insurance\": { \"company\": \"State Farm\", \"claimStatus\": \"Filed\", \"claimNumber\": \"CLM-2026-1000\", \"policyNumber\": \"POL-080000\", \"adjusterName\": \"Marcus Powell\", \"adjusterPhone\": \"(972) 700-3000\" },\n    \"assignment\": { \"assigneeId\": \"{{principal}}\", \"priority\": \"High\", \"followUp\": \"2026-06-04\" }\n  }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "Quick + Full form intake. Only a non-empty name (firstName OR lastName) is required (else 422 name_required). Title-case priority is normalized to lowercase; the first phone is marked primary when none is flagged. DUPLICATE GUARD: if an active (non-closed) lead in the tenant has BOTH the same normalized primary phone AND the same address, the create is REJECTED with 409 duplicate_lead (the response's duplicateOf lists the existing lead) and no lead is inserted."
-          }
-        },
-        {
-          "name": "21. lead.update (partial patch)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.update\",\n  \"variables\": { \"id\": \"{{createdLeadId}}\", \"patch\": { \"priority\": \"Medium\", \"jobNotes\": \"Adjuster meeting scheduled.\" } }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] }
-          }
-        },
-        {
-          "name": "22. lead.updateStatus (audited)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.updateStatus\",\n  \"variables\": { \"id\": \"{{createdLeadId}}\", \"status\": \"contacted\", \"note\": \"Spoke with homeowner.\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "Appends a row to lead_status_history."
-          }
-        },
-        {
-          "name": "23. lead.assign (rep; null for Unassigned)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.assign\",\n  \"variables\": { \"id\": \"{{createdLeadId}}\", \"assigneeId\": \"{{principal}}\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] }
-          }
-        },
-        {
-          "name": "24. lead.attachment.add (site photo — captures attachmentId)",
-          "event": [
-            {
-              "listen": "test",
-              "script": {
-                "type": "text/javascript",
-                "exec": [
-                  "const j = pm.response.json();",
-                  "if (j.attachments && j.attachments.length) pm.collectionVariables.set('attachmentId', j.attachments[j.attachments.length - 1].id);"
-                ]
-              }
-            }
-          ],
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.attachment.add\",\n  \"variables\": { \"id\": \"{{createdLeadId}}\", \"attachment\": { \"contentRef\": \"obj/site-photo-1.jpg\", \"mimeType\": \"image/jpeg\", \"sizeBytes\": 1048576, \"filename\": \"roof-south.jpg\" } }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "contentRef is the object key returned by crm.media.presignUpload after the browser PUTs the bytes (§11.5). Files over 25 MB → 413 file_too_large."
-          }
-        },
-        {
-          "name": "25. lead.attachment.remove",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.attachment.remove\",\n  \"variables\": { \"id\": \"{{createdLeadId}}\", \"attachmentId\": \"{{attachmentId}}\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "Run 24 first so {{attachmentId}} is captured."
-          }
-        }
-      ]
-    },
-    {
-      "name": "Negative / guard checks",
-      "item": [
-        {
-          "name": "Verify an already-verified record (expect 409 already_verified)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.verify\",\n  \"variables\": { \"id\": \"{{seedVerificationId}}\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "Run 15. verify first — a second verify on the same record is rejected (no duplicate Lead)."
-          }
-        },
-        {
-          "name": "Create with no name (expect 422 name_required)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.create\",\n  \"variables\": { \"firstName\": \"\", \"lastName\": \"  \" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] }
-          }
-        },
-        {
-          "name": "Create with a bad email (expect 400 validation)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.lead.create\",\n  \"variables\": { \"firstName\": \"Jane\", \"emails\": [ { \"address\": \"not-an-email\" } ] }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] }
-          }
-        },
-        {
-          "name": "Verify via generic updateStatus (expect 422 — use verify)",
-          "request": {
-            "method": "POST",
-            "header": [
-              { "key": "Authorization", "value": "Bearer dev" },
-              { "key": "X-App-ID", "value": "crm-web" },
-              { "key": "X-Tenant-ID", "value": "{{tenant}}" },
-              { "key": "X-Principal-ID", "value": "{{principal}}" },
-              { "key": "X-Idempotency-Key", "value": "{{$guid}}" },
-              { "key": "Content-Type", "value": "application/json" }
-            ],
-            "body": { "mode": "raw", "raw": "{\n  \"action\": \"crm.leadVerification.updateStatus\",\n  \"variables\": { \"id\": \"{{verificationId}}\", \"status\": \"verified\" }\n}" },
-            "url": { "raw": "{{baseUrl}}/command", "host": ["{{baseUrl}}"], "path": ["command"] },
-            "description": "The generic status setter refuses 'verified' — verification must go through crm.leadVerification.verify (which promotes a Lead)."
-          }
-        }
-      ]
-    }
-  ]
-}
@@ -447,8 +447,10 @@
  .dash-root .ds-modal.size-sm { max-width: 400px; }
  .dash-root .ds-modal.size-md { max-width: 540px; }
  .dash-root .ds-modal.size-lg { max-width: 760px; }
+  .dash-root .ds-modal.size-xl { max-width: 980px; }
  .dash-root .ds-modal-head { display: flex; align-items: flex-start; justify-content: space-between; gap: 12px; padding: 20px 20px 14px; border-bottom: 1px solid var(--border); }
  .dash-root .ds-modal-head-l { display: flex; gap: 12px; align-items: center; }
+  .dash-root .ds-modal-head-r { display: flex; gap: 8px; align-items: center; flex: 0 0 auto; }
  .dash-root .ds-modal-ic { width: 38px; height: 38px; border-radius: 11px; flex: 0 0 auto; display: grid; place-items: center; color: var(--orange); background: color-mix(in srgb, var(--orange) 14%, transparent); }
  .dash-root .ds-modal-head h3 { font-size: 16px; font-weight: 700; }
  .dash-root .ds-modal-head p { font-size: 12.5px; color: var(--muted); margin-top: 3px; }
@@ -922,7 +924,7 @@
  .dash-root .tm .ds-btn.v-primary { background: rgba(253, 169, 19, 0.92); color: #fff; border-radius: 9.132px; box-shadow: 0 8px 20px -10px rgba(253, 169, 19, 0.75); }
  .dash-root .tm .ds-btn.v-primary svg { color: #fff; }
  .dash-root .tm .ds-btn.v-primary:not(:disabled):hover { background: rgba(253, 169, 19, 1); }
-  .dash-root .tm-toolbar { display: flex; align-items: center; gap: 12px; flex-wrap: wrap; }
+  .dash-root .tm-toolbar { display: flex; align-items: center; gap: 12px; flex-wrap: wrap; margin-bottom: 12px; }
  .dash-root .tm-search { display: flex; align-items: center; gap: 8px; flex: 1; min-width: 220px; height: 44px; padding: 0 13px; border-radius: 13px; border: 1px solid var(--border-2); background: var(--panel-2); color: var(--muted); transition: 0.14s; }
  .dash-root .tm-search:focus-within { border-color: var(--orange); box-shadow: 0 0 0 3px var(--ring); color: var(--orange); }
  .dash-root .tm-search .ds-input { flex: 1; }
@@ -1154,8 +1156,40 @@
    .dash-root .ai-caps { grid-template-columns: 1fr; }
    .dash-root .ai-bubble { max-width: 86%; }
    .dash-root .ai-view { height: calc(100vh - 150px); }
+    .dash-root .proj-row { grid-template-columns: 1fr !important; row-gap: 8px; padding: 14px 16px; }
+    .dash-root .proj-head { display: none; }
+    .dash-root .proj-c-act { justify-self: end; }
  }

+  /* ---- Projects (Construction + Pipeline Leads) ---- */
+  .dash-root .proj-toolbar .tm-tabs { flex: 0 0 auto; }
+  .dash-root .proj-toolbar .tm-chips { flex: 0 0 auto; margin-left: auto; }
+  .dash-root .proj-table { display: flex; flex-direction: column; }
+  .dash-root .proj-row { display: grid; align-items: center; gap: 14px; padding: 13px 18px; border-bottom: 1px solid var(--border); }
+  .dash-root .proj-row:last-child { border-bottom: 0; }
+  .dash-root .proj-head { color: var(--faint); font-size: 10.5px; font-weight: 700; letter-spacing: 0.08em; text-transform: uppercase; text-align: center; }
+  .dash-root .proj-row:not(.proj-head):hover { background: color-mix(in srgb, var(--panel-2) 60%, transparent); }
+  .dash-root .proj-lead { min-width: 0; }
+  .dash-root .proj-lead-name { font-size: 13.5px; font-weight: 700; }
+  .dash-root .proj-lead-sub { font-size: 12px; color: var(--muted); white-space: nowrap; overflow: hidden; text-overflow: ellipsis; }
+  .dash-root .proj-text { font-size: 13px; color: var(--text-2); text-align: center; }
+  .dash-root .proj-c-num { text-align: center; }
+  .dash-root .proj-row .ds-pill { justify-self: center; justify-content: center; }
+  .dash-root .proj-c-act { display: flex; justify-content: center; align-items: center; gap: 6px; position: relative; }
+  .dash-root .proj-cd-search { margin-bottom: 14px; }
+  .dash-root .proj-cd-table { margin-bottom: 14px; }
+  .dash-root .proj-progress { display: flex; align-items: center; gap: 8px; }
+  .dash-root .proj-progress-track { flex: 1; display: block; height: 6px; border-radius: 99px; background: var(--track); overflow: hidden; }
+  .dash-root .proj-progress-fill { display: block; height: 100%; border-radius: 99px; background: var(--orange); transition: width 0.5s cubic-bezier(0.2,0.7,0.2,1); }
+  .dash-root .proj-progress b { font-size: 12px; font-weight: 700; color: var(--text-2); flex: 0 0 auto; }
+  .dash-root .proj-health { font-weight: 800; text-align: center; }
+  .dash-root .proj-empty { display: flex; flex-direction: column; align-items: center; gap: 12px; padding: 54px 20px; color: var(--muted); text-align: center; }
+  .dash-root .proj-foot { display: flex; align-items: center; justify-content: space-between; padding: 16px 4px 0; font-size: 12.5px; color: var(--muted); }
+  .dash-root .proj-foot b { color: var(--text); font-size: 15px; font-weight: 800; }
+  .dash-root .proj-detail-row { display: flex; align-items: center; justify-content: space-between; padding: 9px 0; border-bottom: 1px solid var(--border); font-size: 13px; }
+  .dash-root .proj-detail-row span { color: var(--muted); }
+  .dash-root .proj-detail-row b { color: var(--text); font-weight: 700; }
+
  /* ========================================================== */
  /* Leads — pipeline board + rich detail popup                 */
  /* ========================================================== */
@@ -1278,23 +1312,8 @@
  .dash-root .nl-photos-s { font-size: 11px; }
  .dash-root .nl-photo-chips { display: flex; flex-wrap: wrap; gap: 6px; margin-top: 10px; }
  .dash-root .nl-photo-chip { display: inline-flex; align-items: center; gap: 5px; font-size: 11.5px; font-weight: 600; padding: 5px 10px; border-radius: 99px; background: color-mix(in srgb, var(--green) 15%, transparent); color: var(--green); }
-  .dash-root .nl-photo-chip-x { display: inline-flex; align-items: center; justify-content: center; margin-left: 2px; padding: 0; border: none; background: none; color: inherit; opacity: 0.65; cursor: pointer; }
-  .dash-root .nl-photo-chip-x:hover { opacity: 1; }
  .dash-root .ds-select.is-placeholder { color: var(--faint, var(--muted)); }

-  /* Detail popup — property photo gallery */
-  .dash-root .ld-photo-block { margin-bottom: 14px; }
-  .dash-root .ld-photo-block .ld-section-head { margin-bottom: 8px; }
-  .dash-root .ld-photos { display: grid; grid-template-columns: repeat(auto-fill, minmax(112px, 1fr)); gap: 8px; }
-  .dash-root .ld-photo { position: relative; display: block; aspect-ratio: 1; border-radius: 10px; overflow: hidden; border: 1px solid var(--border-2); background: var(--panel-2); cursor: pointer; }
-  .dash-root .ld-photo img { width: 100%; height: 100%; object-fit: cover; display: block; }
-  .dash-root .ld-photo-ph { position: absolute; inset: 0; display: flex; align-items: center; justify-content: center; color: var(--muted); }
-  /* Edit mode — photo tile with a remove badge */
-  .dash-root .nl-edit-photos { margin-bottom: 8px; }
-  .dash-root .ld-photo-edit { position: relative; }
-  .dash-root .ld-photo-x { position: absolute; top: 4px; right: 4px; display: inline-flex; align-items: center; justify-content: center; width: 20px; height: 20px; border: none; border-radius: 99px; background: rgba(0,0,0,0.6); color: #fff; cursor: pointer; }
-  .dash-root .ld-photo-x:hover { background: var(--red, #e5484d); }
-
  /* Canvasser search (Door Knock source) */
  .dash-root .nl-canvasser { position: relative; }
  .dash-root .nl-canvasser-menu { position: absolute; top: calc(100% + 4px); left: 0; right: 0; z-index: 30; max-height: 220px; overflow-y: auto; border: 1px solid var(--border-2); border-radius: 12px; background: var(--panel); box-shadow: 0 12px 32px rgba(0,0,0,0.28); padding: 5px; }
@@ -1373,21 +1392,6 @@
  .lv-menu-item svg { color: var(--muted, #8c8c8c); flex: 0 0 auto; }
  .lv-menu-item:hover svg { color: var(--orange, #fda913); }

-  /* ---- change-assignee popup ---- */
-  .dash-root .lv-assign { display: flex; flex-direction: column; gap: 12px; }
-  .dash-root .lv-assign-search { display: flex; align-items: center; gap: 8px; padding: 9px 11px; border-radius: 11px; border: 1px solid var(--border); background: var(--panel-2); }
-  .dash-root .lv-assign-search svg { color: var(--muted); flex: 0 0 auto; }
-  .dash-root .lv-assign-search input { flex: 1; min-width: 0; border: 0; background: none; color: var(--text); font-family: inherit; font-size: 13px; outline: none; }
-  .dash-root .lv-assign-x { display: inline-flex; border: 0; background: none; color: var(--muted); cursor: pointer; padding: 0; }
-  .dash-root .lv-assign-x:hover { color: var(--text); }
-  .dash-root .lv-assign-list { display: flex; flex-direction: column; gap: 2px; max-height: 320px; overflow-y: auto; margin: -4px; padding: 4px; }
-  .dash-root .lv-assign-opt { display: flex; align-items: center; gap: 10px; width: 100%; padding: 8px 10px; border: 0; border-radius: 10px; background: none; color: var(--text-2); font-family: inherit; font-size: 13px; font-weight: 600; cursor: pointer; text-align: left; }
-  .dash-root .lv-assign-opt:hover { background: var(--panel-3, #1b1b22); color: var(--text); }
-  .dash-root .lv-assign-opt.current { background: color-mix(in srgb, var(--orange) 12%, transparent); }
-  .dash-root .lv-assign-name { flex: 1; min-width: 0; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; }
-  .dash-root .lv-assign-opt.current > svg { color: var(--orange); flex: 0 0 auto; }
-  .dash-root .lv-assign-empty { padding: 20px 10px; text-align: center; color: var(--muted); font-size: 12.5px; }
-
  /* ---- verification detail popup ---- */
  .dash-root .lv-detail { display: flex; flex-direction: column; gap: 16px; }
  .dash-root .lv-d-identity { display: flex; align-items: center; gap: 14px; }
@@ -18,6 +18,7 @@ import { TeamManagement } from "./team-management";
 import { MessengerSdk } from "./messenger-sdk";
 import { InboxSdk } from "./inbox-sdk";
 import { Settings } from "./settings";
+import { Projects } from "./projects";
 import { NotificationCenter } from "./notification-center";
 import { RealtimeProvider } from "@/lib/realtime";
 import { SmartGallery } from "./smart-gallery";
@@ -88,6 +89,7 @@ export function Dashboard() {
              : active === "leads" ? <Leads />
              : active === "verify" ? <Verify />
              : active === "team" ? <TeamManagement />
+              : active === "projects" ? <Projects />
              : <ComingSoon title={title} icon={item?.icon ?? "dashboard"} onGo={setActive} />}
          </ToastProvider>
        </div>
@@ -12,16 +12,9 @@ export type LeadPriority = "high" | "medium" | "low";

 export type Phone = { number: string; type: "Mobile" | "Home" | "Work"; primary?: boolean };
 export type Email = { address: string; type?: string; primary?: boolean };
-/** A site photo (or other file) stored via the media presign flow (§11.5).
- *  `contentRef` is the IIOS object key — render it through a signed download URL. */
-export type Attachment = { id?: string; contentRef: string; mimeType: string; sizeBytes: number; filename: string };

 export type Lead = {
-  id: string;            // SAL-001 (display code)
-  refId?: string;        // opaque server id (live mode); commands target this — falls back to `id`
-  /** Set once the lead has been pushed to the verification queue — blocks a duplicate send.
-   *  Populated from the backend (e.g. LeadDTO.verificationId) when available. */
-  verificationId?: string;
+  id: string;            // SAL-001
  initials: string;
  name: string;
  gradient: string;
@@ -38,9 +31,6 @@ export type Lead = {
  phones: Phone[];
  emails: Email[];

-  // site photos (uploaded via the media presign flow; shown in the detail popup)
-  attachments?: Attachment[];
-
  // property
  property: { address: string; city: string; state: string; zip: string; type: string };

@@ -11,15 +11,13 @@
 // Data comes from leads-data.ts (client-side mock).
 // ============================================================

-import { useEffect, useMemo, useRef, useState, type ReactNode } from "react";
+import { useMemo, useState, type ReactNode } from "react";
 import { Avatar, Btn, Field, Icon, Modal, PageHead, Pill, Segmented, SegTabs, useToast } from "./ui";
 import {
-  STATUS_META, PRIORITY_META,
-  LEAD_SOURCES, LEAD_TYPES, PROPERTY_TYPES, WORK_TYPES, TRADE_TYPES, CLAIM_STATUSES,
-  type Lead, type LeadStatus, type Rep, type Attachment,
+  LEADS, TOTAL_LEADS, STATUS_META, PRIORITY_META,
+  REPS, LEAD_SOURCES, WORK_TYPES, TRADE_TYPES, CLAIM_STATUSES,
+  type Lead, type LeadStatus,
 } from "./leads-data";
-import { useLeadsData, type CreateLeadInput, type LeadsData } from "@/lib/leads-api";
-import { MAX_ATTACHMENT_BYTES, isImage, type UploadedAttachment } from "@/lib/media-api";

 const STATUS_TABS: { value: "all" | LeadStatus; label: string }[] = [
  { value: "all", label: "All" },
@@ -30,50 +28,44 @@ const STATUS_TABS: { value: "all" | LeadStatus; label: string }[] = [
 ];

 export function Leads() {
-  const data = useLeadsData();
-  const { leads, total, byStatus, loading, error } = data;
+  const toast = useToast();
  const [query, setQuery] = useState("");
  const [filter, setFilter] = useState<"all" | LeadStatus>("all");
  const [selected, setSelected] = useState<Lead | null>(null);
  const [newOpen, setNewOpen] = useState(false);
-  // Leads already pushed to the verification queue this session — blocks a second send
-  // (interim guard until the backend exposes a persistent verification status; see notes).
-  const [sentIds, setSentIds] = useState<Set<string>>(() => new Set());
-  const idOf = (l: Lead) => l.refId ?? l.id;
+
+  const countByStatus = useMemo(() => {
+    const m: Record<string, number> = {};
+    for (const l of LEADS) m[l.status] = (m[l.status] ?? 0) + 1;
+    return m;
+  }, []);

  const filtered = useMemo(() => {
    const q = query.trim().toLowerCase();
-    return leads.filter((l) => {
+    return LEADS.filter((l) => {
      const matchStatus = filter === "all" || l.status === filter;
      const hay = `${l.name} ${l.property.address} ${l.property.city} ${l.job.source} ${l.job.canvasser}`.toLowerCase();
      return matchStatus && (!q || hay.includes(q));
    });
-  }, [leads, query, filter]);
-
-  // Open a card immediately with its list-level data, then hydrate the full detail (live mode
-  // list rows carry card fields only). Ignore hydration errors — the card data still renders.
-  const openLead = (l: Lead) => {
-    setSelected(l);
-    data.getLead(l).then((full) => setSelected((cur) => (cur && cur.id === l.id ? full : cur))).catch(() => {});
-  };
+  }, [query, filter]);

  return (
    <div className="view leads">
      <PageHead
        eyebrow="Sales"
        title="Leads"
-        subtitle={`${total} total leads`}
+        subtitle={`${TOTAL_LEADS} total leads · Plano hail zone · storm 2026-04-28`}
        icon="leads"
        actions={<Btn icon="plus" onClick={() => setNewOpen(true)}>New Lead</Btn>}
      />

      {/* ---- stat strip ---------------------------------------- */}
      <div className="leads-stats">
-        <StatCard label="Total leads" value={total} icon="leads" tone="orange" />
-        <StatCard label="New" value={byStatus.new} icon="star" tone="blue" />
-        <StatCard label="Contacted" value={byStatus.contacted} icon="phone" tone="orange" />
-        <StatCard label="Appointed" value={byStatus.appointed} icon="clock" tone="purple" />
-        <StatCard label="Closed" value={byStatus.closed} icon="check-circle" tone="green" />
+        <StatCard label="Total leads" value={TOTAL_LEADS} icon="leads" tone="orange" />
+        <StatCard label="New" value={countByStatus.new ?? 0} icon="star" tone="blue" />
+        <StatCard label="Contacted" value={countByStatus.contacted ?? 0} icon="phone" tone="orange" />
+        <StatCard label="Appointed" value={countByStatus.appointed ?? 0} icon="clock" tone="purple" />
+        <StatCard label="Closed" value={countByStatus.closed ?? 0} icon="check-circle" tone="green" />
      </div>

      {/* ---- toolbar ------------------------------------------- */}
@@ -104,19 +96,7 @@ export function Leads() {
      </div>

      {/* ---- board --------------------------------------------- */}
-      {error ? (
-        <div className="card leads-empty">
-          <Icon name="alert" size={30} />
-          <h3>Couldn’t load leads</h3>
-          <p>{error}</p>
-        </div>
-      ) : loading && filtered.length === 0 ? (
-        <div className="card leads-empty">
-          <Icon name="refresh" size={30} />
-          <h3>Loading leads…</h3>
-          <p>Fetching the Plano pipeline.</p>
-        </div>
-      ) : filtered.length === 0 ? (
+      {filtered.length === 0 ? (
        <div className="card leads-empty">
          <Icon name="search" size={30} />
          <h3>No leads match</h3>
@@ -125,21 +105,13 @@ export function Leads() {
      ) : (
        <div className="leads-grid">
          {filtered.map((l) => (
-            <LeadCard key={l.id} lead={l} onOpen={() => openLead(l)} />
+            <LeadCard key={l.id} lead={l} onOpen={() => setSelected(l)} />
          ))}
        </div>
      )}

-      <LeadDetail
-        lead={selected}
-        onClose={() => setSelected(null)}
-        data={data}
-        reps={data.reps}
-        onHydrate={setSelected}
-        sent={!!selected && sentIds.has(idOf(selected))}
-        onSent={() => selected && setSentIds((s) => new Set(s).add(idOf(selected)))}
-      />
-      <NewLead open={newOpen} onClose={() => setNewOpen(false)} createLead={data.createLead} reps={data.reps} uploadPhoto={data.uploadPhoto} />
+      <LeadDetail lead={selected} onClose={() => setSelected(null)} />
+      <NewLead open={newOpen} onClose={() => setNewOpen(false)} />
    </div>
  );
 }
@@ -177,7 +149,7 @@ function LeadCard({ lead, onOpen }: { lead: Lead; onOpen: () => void }) {
        </span>
        <div className="lead-card-id">
          <div className="lead-card-name">{lead.name}</div>
-          <div className="lead-card-sub"><span className="lead-code">{lead.id}</span></div>
+          <div className="lead-card-sub"><span className="lead-code">{lead.id}</span> · <Icon name="storm" size={12} /> {lead.tag}</div>
        </div>
        <Pill tone={priority.tone}><Icon name="alert" size={11} /> {priority.label}</Pill>
      </div>
@@ -200,365 +172,116 @@ function LeadCard({ lead, onOpen }: { lead: Lead; onOpen: () => void }) {
 /* Lead detail popup                                           */
 /* ---------------------------------------------------------- */

-type LeadEdit = {
-  firstName: string; lastName: string;
-  phones: PhoneRow[]; emails: EmailRow[];
-  address: string; city: string; state: string; zip: string; propertyType: string;
-  source: string; leadType: string; workType: string; tradeType: string; urgency: string; notes: string;
-  insCompany: string; claimStatus: string; claimNumber: string; policyNumber: string; adjusterName: string; adjusterPhone: string;
-  assignRep: string; priority: string; followUp: string;
-  photos: Attachment[];
-};
-
-// Convert a pretty date ("Jun 4, 2026") — or "—"/"" — to a yyyy-mm-dd value for <input type=date>.
-function toDateInput(s: string): string {
-  if (!s || s === "—") return "";
-  const t = Date.parse(s);
-  if (Number.isNaN(t)) return "";
-  const d = new Date(t);
-  return `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, "0")}-${String(d.getDate()).padStart(2, "0")}`;
-}
-
-function initEdit(lead: Lead, reps: Rep[]): LeadEdit {
-  const [firstName, ...rest] = lead.name.split(/\s+/);
-  const rep = reps.find((r) => r.name === lead.assignment.assignedTo);
-  return {
-    firstName: firstName ?? "", lastName: rest.join(" "),
-    phones: lead.phones.length ? lead.phones.map((p) => ({ number: p.number, type: p.type })) : [{ number: "", type: "Mobile" }],
-    emails: lead.emails.map((e) => ({ address: e.address })),
-    address: lead.property.address, city: lead.property.city, state: lead.property.state, zip: lead.property.zip, propertyType: lead.property.type,
-    source: lead.job.source, leadType: lead.job.leadType, workType: lead.job.workType, tradeType: lead.job.tradeType, urgency: lead.job.urgency || "Standard", notes: lead.job.notes,
-    insCompany: lead.insurance.company, claimStatus: lead.insurance.claimStatus, claimNumber: lead.insurance.claimNumber,
-    policyNumber: lead.insurance.policyNumber, adjusterName: lead.insurance.adjusterName, adjusterPhone: lead.insurance.adjusterPhone,
-    assignRep: rep?.id ?? "", priority: lead.assignment.priority || "Medium", followUp: toDateInput(lead.assignment.followUp),
-    photos: lead.attachments ?? [],
-  };
-}
-
-function buildPatch(f: LeadEdit): import("@/lib/leads-api").LeadPatch {
-  return {
-    firstName: f.firstName.trim(), lastName: f.lastName.trim(),
-    phones: f.phones.filter((p) => p.number.trim()).map((p, i) => ({ number: p.number.trim(), type: p.type, primary: i === 0 })),
-    emails: f.emails.filter((e) => e.address.trim()).map((e, i) => ({ address: e.address.trim(), primary: i === 0 })),
-    propertyAddress: f.address, propertyCity: f.city, propertyState: f.state, propertyZip: f.zip, propertyType: f.propertyType || undefined,
-    source: f.source || undefined, leadType: f.leadType || undefined, workType: f.workType || undefined,
-    tradeType: f.tradeType || undefined, urgency: f.urgency || undefined, jobNotes: f.notes,
-    insuranceCompany: f.insCompany, insuranceClaimStatus: f.claimStatus || undefined, insuranceClaimNumber: f.claimNumber,
-    insurancePolicyNumber: f.policyNumber, insuranceAdjusterName: f.adjusterName, insuranceAdjusterPhone: f.adjusterPhone,
-    assignedToId: f.assignRep || null, followUpDate: f.followUp || undefined, priority: f.priority,
-  };
-}
-
-function LeadDetail({ lead, onClose, data, reps, onHydrate, sent, onSent }: { lead: Lead | null; onClose: () => void; data: LeadsData; reps: Rep[]; onHydrate: (l: Lead) => void; sent: boolean; onSent: () => void }) {
+function LeadDetail({ lead, onClose }: { lead: Lead | null; onClose: () => void }) {
  if (!lead) return null;
-  // Keyed by id so edit state resets when a different lead opens.
-  return <LeadDetailBody key={lead.refId ?? lead.id} lead={lead} onClose={onClose} data={data} reps={reps} onHydrate={onHydrate} sent={sent} onSent={onSent} />;
-}
-
-function LeadDetailBody({ lead, onClose, data, reps, onHydrate, sent, onSent }: { lead: Lead; onClose: () => void; data: LeadsData; reps: Rep[]; onHydrate: (l: Lead) => void; sent: boolean; onSent: () => void }) {
-  const toast = useToast();
-  const [editing, setEditing] = useState(false);
-  const [saving, setSaving] = useState(false);
-  const [sending, setSending] = useState(false);
-  const [f, setF] = useState<LeadEdit | null>(null);
-  const [uploading, setUploading] = useState(0);
-  const editFileRef = useRef<HTMLInputElement>(null);
-
  const status = STATUS_META[lead.status];
  const priority = PRIORITY_META[lead.priority];
-  const primaryPhone = lead.phones.find((p) => p.primary) ?? lead.phones[0];
-  const primaryEmail = lead.emails.find((e) => e.primary) ?? lead.emails[0];
-  const repOptions = [{ id: "", initials: "—", name: "Unassigned", email: "" }, ...reps];
-
-  const call = () => {
-    if (!primaryPhone?.number) { toast.push({ tone: "error", title: "No phone", desc: "This lead has no phone number." }); return; }
-    window.location.href = `tel:${primaryPhone.number.replace(/[^\d+]/g, "")}`;
-  };
-  const email = () => {
-    if (!primaryEmail?.address) { toast.push({ tone: "error", title: "No email", desc: "This lead has no email address." }); return; }
-    window.location.href = `mailto:${primaryEmail.address}`;
-  };
-
-  const startEdit = () => { setF(initEdit(lead, reps)); setEditing(true); };
-  const cancelEdit = () => { setEditing(false); setF(null); };
-  const setField = (k: keyof LeadEdit) => (e: { target: { value: string } }) => setF((s) => (s ? { ...s, [k]: e.target.value } : s));
-  const addPhone = () => setF((s) => (s ? { ...s, phones: [...s.phones, { number: "", type: "Mobile" }] } : s));
-  const setPhone = (i: number, key: "number" | "type", v: string) => setF((s) => (s ? { ...s, phones: s.phones.map((p, j) => (j === i ? { ...p, [key]: v } : p)) } : s));
-  const removePhone = (i: number) => setF((s) => (s ? { ...s, phones: s.phones.filter((_, j) => j !== i) } : s));
-  const addEmail = () => setF((s) => (s ? { ...s, emails: [...s.emails, { address: "" }] } : s));
-  const setEmail = (i: number, v: string) => setF((s) => (s ? { ...s, emails: s.emails.map((e, j) => (j === i ? { address: v } : e)) } : s));
-  const removeEmail = (i: number) => setF((s) => (s ? { ...s, emails: s.emails.filter((_, j) => j !== i) } : s));
-  const removeEditPhoto = (contentRef: string) => setF((s) => (s ? { ...s, photos: s.photos.filter((p) => p.contentRef !== contentRef) } : s));
-
-  // Upload picked files to storage (presign → PUT), then stage them on the edit form. They're
-  // attached to the lead on Save via crm.lead.attachment.add (see the reconcile in save()).
-  async function onPickEditPhotos(e: React.ChangeEvent<HTMLInputElement>) {
-    const files = Array.from(e.target.files ?? []);
-    e.target.value = "";
-    for (const file of files) {
-      if (!isImage(file.type)) { toast.push({ tone: "error", title: "Not an image", desc: `${file.name} isn't an image file.` }); continue; }
-      if (file.size > MAX_ATTACHMENT_BYTES) { toast.push({ tone: "error", title: "Too large", desc: `${file.name} exceeds the 25 MB limit.` }); continue; }
-      setUploading((n) => n + 1);
-      try {
-        const up = await data.uploadPhoto(file);
-        setF((s) => (s ? { ...s, photos: [...s.photos, up] } : s));
-      } catch (err) {
-        toast.push({ tone: "error", title: "Upload failed", desc: err instanceof Error ? err.message : `Couldn't upload ${file.name}.` });
-      } finally {
-        setUploading((n) => n - 1);
-      }
-    }
-  }
-
-  async function save() {
-    if (!f) return;
-    if (!`${f.firstName} ${f.lastName}`.trim()) { toast.push({ tone: "error", title: "Name required", desc: "Enter the homeowner's first or last name." }); return; }
-    setSaving(true);
-    try {
-      await data.updateLead(lead, buildPatch(f));
-      // Reconcile photos against what the lead had: attach the newly-added, detach the removed.
-      const orig = lead.attachments ?? [];
-      const toAdd = f.photos.filter((p) => !orig.some((o) => o.contentRef === p.contentRef));
-      const toRemove = orig.filter((o) => !f.photos.some((p) => p.contentRef === o.contentRef));
-      for (const a of toAdd) await data.addPhoto(lead, a);
-      for (const r of toRemove) await data.removePhoto(lead, r);
-      try { onHydrate(await data.getLead(lead)); } catch { /* keep current view if re-fetch fails */ }
-      toast.push({ tone: "success", title: "Lead updated", desc: `${`${f.firstName} ${f.lastName}`.trim()} saved.` });
-      setEditing(false); setF(null);
-    } catch (e) {
-      toast.push({ tone: "error", title: "Update failed", desc: e instanceof Error ? e.message : "Please try again." });
-    } finally { setSaving(false); }
-  }
-
-  // Already in the verification queue if the backend says so (verificationId) or we sent it this session.
-  const alreadySent = sent || !!lead.verificationId;
-
-  async function sendForVerification() {
-    if (alreadySent) return;
-    setSending(true);
-    try {
-      await data.sendForVerification(lead);
-      onSent();
-      toast.push({ tone: "success", title: "Sent for verification", desc: `${lead.name} added to the verification queue.` });
-    } catch (e) {
-      toast.push({ tone: "error", title: "Couldn’t send", desc: e instanceof Error ? e.message : "Please try again." });
-    } finally { setSending(false); }
-  }

  return (
    <Modal
-      open
+      open={!!lead}
      onClose={onClose}
      size="lg"
      title={lead.name}
-      subtitle={lead.id}
+      subtitle={`${lead.id} · ${lead.tag}`}
      icon="leads"
-      footer={editing ? (
+      footer={
        <>
-          <Btn variant="ghost" onClick={cancelEdit} disabled={saving}>Cancel</Btn>
-          <Btn icon="check" onClick={save} disabled={saving}>{saving ? "Saving…" : "Save Changes"}</Btn>
+          <Btn variant="ghost" icon="phone">Call</Btn>
+          <Btn variant="outline" icon="mail">Email</Btn>
+          <Btn icon="check-circle">Update Status</Btn>
        </>
-      ) : (
-        <>
-          <Btn variant="ghost" icon="edit" onClick={startEdit}>Edit</Btn>
-          <Btn variant="ghost" icon="phone" onClick={call}>Call</Btn>
-          <Btn variant="outline" icon="mail" onClick={email}>Email</Btn>
-          <Btn icon={alreadySent ? "check-circle" : "verify"} onClick={sendForVerification} disabled={sending || alreadySent}>
-            {alreadySent ? "Sent for Verification" : sending ? "Sending…" : "Send for Verification"}
-          </Btn>
-        </>
-      )}
+      }
    >
-      {editing && f ? (
-        <div className="nl-form lead-edit">
-          <div className="ld-section-head"><Icon name="user" size={15} /> Contact</div>
-          <div className="nl-grid">
-            <Field label="First Name" required><input className="ds-input" value={f.firstName} onChange={setField("firstName")} placeholder="John" /></Field>
-            <Field label="Last Name"><input className="ds-input" value={f.lastName} onChange={setField("lastName")} placeholder="Smith" /></Field>
-            <div className="nl-full">
-              <div className="ds-field-lbl">Phone Numbers</div>
-              {f.phones.map((p, i) => (
-                <div className="nl-multirow" key={i}>
-                  <input className="ds-input" value={p.number} onChange={(e) => setPhone(i, "number", e.target.value)} placeholder="(555) 000-0000" />
-                  <select className="ds-select nl-typesel" value={p.type} onChange={(e) => setPhone(i, "type", e.target.value)}>
-                    {["Mobile", "Home", "Work"].map((t) => <option key={t} value={t}>{t}</option>)}
-                  </select>
-                  {f.phones.length > 1 && <button type="button" className="nl-rowx" aria-label="Remove phone" onClick={() => removePhone(i)}><Icon name="trash" size={15} /></button>}
-                </div>
-              ))}
-              <button type="button" className="nl-add" onClick={addPhone}><Icon name="plus" size={14} /> Add Phone</button>
+      <div className="lead-detail">
+        {/* identity strip */}
+        <div className="ld-identity">
+          <Avatar initials={lead.initials} gradient={lead.gradient} size={54} />
+          <div className="ld-identity-body">
+            <div className="ld-identity-name">{lead.name}</div>
+            <div className="ld-identity-pills">
+              <Pill tone={status.tone}>{status.label}</Pill>
+              <Pill tone={priority.tone}><Icon name="alert" size={11} /> {priority.label}</Pill>
            </div>
-            <div className="nl-full">
-              <div className="ds-field-lbl">Email Addresses</div>
-              {f.emails.length === 0 && <div className="nl-empty">No emails added yet.</div>}
-              {f.emails.map((em, i) => (
-                <div className="nl-multirow" key={i}>
-                  <input className="ds-input" type="email" value={em.address} onChange={(e) => setEmail(i, e.target.value)} placeholder="name@email.com" />
-                  <button type="button" className="nl-rowx" aria-label="Remove email" onClick={() => removeEmail(i)}><Icon name="trash" size={15} /></button>
-                </div>
-              ))}
-              <button type="button" className="nl-add" onClick={addEmail}><Icon name="plus" size={14} /> Add Email</button>
-            </div>
-          </div>
-
-          <div className="ld-section-head"><Icon name="owners" size={15} /> Property</div>
-          <div className="nl-grid">
-            <div className="nl-full"><Field label="Street Address"><input className="ds-input" value={f.address} onChange={setField("address")} placeholder="123 Main St" /></Field></div>
-            <Field label="City"><input className="ds-input" value={f.city} onChange={setField("city")} placeholder="Plano" /></Field>
-            <Field label="State"><input className="ds-input" value={f.state} onChange={setField("state")} placeholder="TX" /></Field>
-            <Field label="ZIP"><input className="ds-input" value={f.zip} onChange={setField("zip")} placeholder="75023" /></Field>
-            <Field label="Property Type"><Select value={f.propertyType} onChange={setField("propertyType")} options={PROPERTY_TYPE_OPTS} placeholder="Select type…" /></Field>
-            <div className="nl-full">
-              <div className="ds-field-lbl">Site Photos</div>
-              <input ref={editFileRef} type="file" accept="image/*" multiple hidden onChange={onPickEditPhotos} />
-              {f.photos.length > 0 && (
-                <div className="ld-photos nl-edit-photos">
-                  {f.photos.map((p) => (
-                    <div key={p.contentRef} className="ld-photo-edit">
-                      <LeadPhoto att={p} getUrl={data.getPhotoUrl} />
-                      <button type="button" className="ld-photo-x" aria-label={`Remove ${p.filename}`} onClick={() => removeEditPhoto(p.contentRef)}><Icon name="x" size={13} /></button>
-                    </div>
-                  ))}
-                </div>
-              )}
-              <button type="button" className="nl-add" onClick={() => editFileRef.current?.click()}>
-                <Icon name="camera" size={14} /> {uploading > 0 ? `Uploading ${uploading}…` : "Add Photos"}
-              </button>
-            </div>
-          </div>
-
-          <div className="ld-section-head"><Icon name="projects" size={15} /> Job Details</div>
-          <div className="nl-grid">
-            <Field label="Lead Source"><Select value={f.source} onChange={setField("source")} options={LEAD_SOURCES} placeholder="Source…" /></Field>
-            <Field label="Lead Type"><Select value={f.leadType} onChange={setField("leadType")} options={LEAD_TYPE_OPTS} placeholder="Type…" /></Field>
-            <Field label="Work Type"><Select value={f.workType} onChange={setField("workType")} options={WORK_TYPES} placeholder="Work…" /></Field>
-            <Field label="Trade Type"><Select value={f.tradeType} onChange={setField("tradeType")} options={TRADE_TYPES} placeholder="Trade…" /></Field>
-            <Field label="Urgency"><Select value={f.urgency} onChange={setField("urgency")} options={["Standard", "High", "Emergency"]} /></Field>
-            <div className="nl-full"><Field label="Field Notes"><textarea className="ds-textarea" rows={3} value={f.notes} onChange={setField("notes")} /></Field></div>
-          </div>
-
-          <div className="ld-section-head"><Icon name="shield" size={15} /> Insurance</div>
-          <div className="nl-grid">
-            <div className="nl-full"><Field label="Insurance Company"><input className="ds-input" value={f.insCompany} onChange={setField("insCompany")} placeholder="State Farm" /></Field></div>
-            <Field label="Claim Number"><input className="ds-input" value={f.claimNumber} onChange={setField("claimNumber")} /></Field>
-            <Field label="Claim Status"><Select value={f.claimStatus} onChange={setField("claimStatus")} options={CLAIM_STATUSES} placeholder="Status…" /></Field>
-            <Field label="Adjuster Name"><input className="ds-input" value={f.adjusterName} onChange={setField("adjusterName")} /></Field>
-            <Field label="Adjuster Phone"><input className="ds-input" value={f.adjusterPhone} onChange={setField("adjusterPhone")} /></Field>
-            <div className="nl-full"><Field label="Policy Number"><input className="ds-input" value={f.policyNumber} onChange={setField("policyNumber")} /></Field></div>
-          </div>
-
-          <div className="ld-section-head"><Icon name="team" size={15} /> Assignment</div>
-          <div className="nl-grid">
-            <div className="nl-full"><Field label="Assign Rep"><RepSelect value={f.assignRep} onChange={setField("assignRep")} options={repOptions} /></Field></div>
-            <Field label="Priority"><Select value={f.priority} onChange={setField("priority")} options={["Low", "Medium", "High"]} /></Field>
-            <Field label="Follow-up Date"><input className="ds-input" type="date" value={f.followUp} onChange={setField("followUp")} /></Field>
          </div>
        </div>
-      ) : (
-        <div className="lead-detail">
-          {/* identity strip */}
-          <div className="ld-identity">
-            <Avatar initials={lead.initials} gradient={lead.gradient} size={54} />
-            <div className="ld-identity-body">
-              <div className="ld-identity-name">{lead.name}</div>
-              <div className="ld-identity-pills">
-                <Pill tone={status.tone}>{status.label}</Pill>
-                <Pill tone={priority.tone}><Icon name="alert" size={11} /> {priority.label}</Pill>
-              </div>
-            </div>
-          </div>

-          {/* storm banner — only when the lead actually carries storm data */}
-          {(lead.storm.zone || lead.storm.date || lead.storm.detail) && (
-            <div className="ld-storm">
-              <span className="ld-storm-ic"><Icon name="storm" size={18} /></span>
-              <div>
-                <div className="ld-storm-zone">{lead.storm.zone}</div>
-                <div className="ld-storm-meta">{[lead.storm.date, lead.storm.detail].filter(Boolean).join(" · ")}</div>
-              </div>
-            </div>
-          )}
-
-          {/* Property photos */}
-          {(lead.attachments?.length ?? 0) > 0 && (
-            <div className="ld-photo-block">
-              <div className="ld-section-head"><Icon name="camera" size={15} /> Property Photos</div>
-              <div className="ld-photos">
-                {lead.attachments!.map((a) => (
-                  <LeadPhoto key={a.contentRef} att={a} getUrl={data.getPhotoUrl} />
-                ))}
-              </div>
-            </div>
-          )}
-
-          <div className="ld-grid">
-            {/* Contact */}
-            <Section title="Contact" icon="user">
-              <div className="ld-sublabel">Phone Numbers</div>
-              {lead.phones.map((p, i) => (
-                <div className="ld-contact-row" key={i}>
-                  <Icon name="phone" size={14} />
-                  <span className="ld-contact-val">{p.number}</span>
-                  <span className="ld-contact-tag">{p.type}</span>
-                  {p.primary && <Pill tone="green">Primary</Pill>}
-                </div>
-              ))}
-              <div className="ld-sublabel">Email Addresses</div>
-              {lead.emails.map((e, i) => (
-                <div className="ld-contact-row" key={i}>
-                  <Icon name="mail" size={14} />
-                  <span className="ld-contact-val">{e.address}</span>
-                  {e.primary && <Pill tone="green">Primary</Pill>}
-                </div>
-              ))}
-            </Section>
-
-            {/* Property */}
-            <Section title="Property" icon="owners">
-              <Dl label="Address" value={lead.property.address} />
-              <Dl label="City" value={lead.property.city} />
-              <Dl label="State" value={lead.property.state} />
-              <Dl label="ZIP" value={lead.property.zip} />
-              <Dl label="Property Type" value={lead.property.type} />
-            </Section>
-
-            {/* Job Details */}
-            <Section title="Job Details" icon="projects">
-              <Dl label="Lead Source" value={lead.job.source} />
-              <Dl label="Lead Type" value={lead.job.leadType} />
-              <Dl label="Work Type" value={lead.job.workType} />
-              <Dl label="Trade Type" value={lead.job.tradeType} />
-              <Dl label="Urgency" value={lead.job.urgency} />
-              <Dl label="Canvasser" value={lead.job.canvasser} />
-              <div className="ld-notes">
-                <div className="ld-sublabel">Field Notes</div>
-                <p>{lead.job.notes}</p>
-              </div>
-            </Section>
-
-            {/* Insurance */}
-            <Section title="Insurance" icon="shield">
-              <Dl label="Insurance Company" value={lead.insurance.company} />
-              <Dl label="Claim Status" value={lead.insurance.claimStatus} />
-              <Dl label="Claim Number" value={lead.insurance.claimNumber} />
-              <Dl label="Policy Number" value={lead.insurance.policyNumber} />
-              <Dl label="Adjuster Name" value={lead.insurance.adjusterName} />
-              <Dl label="Adjuster Phone" value={lead.insurance.adjusterPhone} />
-            </Section>
-
-            {/* Assignment */}
-            <Section title="Assignment" icon="team" wide>
-              <div className="ld-assign">
-                <Dl label="Assigned To" value={lead.assignment.assignedTo} />
-                <Dl label="Priority" value={lead.assignment.priority} />
-                <Dl label="Follow-Up Date" value={lead.assignment.followUp} />
-                <Dl label="Created By" value={lead.assignment.createdBy} />
-                <Dl label="Created At" value={lead.assignment.createdAt} />
-              </div>
-            </Section>
+        {/* storm banner */}
+        <div className="ld-storm">
+          <span className="ld-storm-ic"><Icon name="storm" size={18} /></span>
+          <div>
+            <div className="ld-storm-zone">{lead.storm.zone}</div>
+            <div className="ld-storm-meta">{lead.storm.date} · {lead.storm.detail}</div>
          </div>
        </div>
-      )}
+
+        <div className="ld-grid">
+          {/* Contact */}
+          <Section title="Contact" icon="user">
+            <div className="ld-sublabel">Phone Numbers</div>
+            {lead.phones.map((p, i) => (
+              <div className="ld-contact-row" key={i}>
+                <Icon name="phone" size={14} />
+                <span className="ld-contact-val">{p.number}</span>
+                <span className="ld-contact-tag">{p.type}</span>
+                {p.primary && <Pill tone="green">Primary</Pill>}
+              </div>
+            ))}
+            <div className="ld-sublabel">Email Addresses</div>
+            {lead.emails.map((e, i) => (
+              <div className="ld-contact-row" key={i}>
+                <Icon name="mail" size={14} />
+                <span className="ld-contact-val">{e.address}</span>
+                {e.primary && <Pill tone="green">Primary</Pill>}
+              </div>
+            ))}
+          </Section>
+
+          {/* Property */}
+          <Section title="Property" icon="owners">
+            <Dl label="Address" value={lead.property.address} />
+            <Dl label="City" value={lead.property.city} />
+            <Dl label="State" value={lead.property.state} />
+            <Dl label="ZIP" value={lead.property.zip} />
+            <Dl label="Property Type" value={lead.property.type} />
+          </Section>
+
+          {/* Job Details */}
+          <Section title="Job Details" icon="projects">
+            <Dl label="Lead Source" value={lead.job.source} />
+            <Dl label="Lead Type" value={lead.job.leadType} />
+            <Dl label="Work Type" value={lead.job.workType} />
+            <Dl label="Trade Type" value={lead.job.tradeType} />
+            <Dl label="Urgency" value={lead.job.urgency} />
+            <Dl label="Canvasser" value={lead.job.canvasser} />
+            <div className="ld-notes">
+              <div className="ld-sublabel">Field Notes</div>
+              <p>{lead.job.notes}</p>
+            </div>
+          </Section>
+
+          {/* Insurance */}
+          <Section title="Insurance" icon="shield">
+            <Dl label="Insurance Company" value={lead.insurance.company} />
+            <Dl label="Claim Status" value={lead.insurance.claimStatus} />
+            <Dl label="Claim Number" value={lead.insurance.claimNumber} />
+            <Dl label="Policy Number" value={lead.insurance.policyNumber} />
+            <Dl label="Adjuster Name" value={lead.insurance.adjusterName} />
+            <Dl label="Adjuster Phone" value={lead.insurance.adjusterPhone} />
+          </Section>
+
+          {/* Assignment */}
+          <Section title="Assignment" icon="team" wide>
+            <div className="ld-assign">
+              <Dl label="Assigned To" value={lead.assignment.assignedTo} />
+              <Dl label="Priority" value={lead.assignment.priority} />
+              <Dl label="Follow-Up Date" value={lead.assignment.followUp} />
+              <Dl label="Created By" value={lead.assignment.createdBy} />
+              <Dl label="Created At" value={lead.assignment.createdAt} />
+            </div>
+          </Section>
+        </div>
+      </div>
    </Modal>
  );
 }
@@ -581,28 +304,6 @@ function Dl({ label, value }: { label: string; value: string }) {
  );
 }

-// Renders a stored site photo. `contentRef` is an opaque object key, so we mint a short-lived
-// signed URL on mount (mock mode passes the object URL straight through). Clicking opens full-size.
-function LeadPhoto({ att, getUrl }: { att: Attachment; getUrl: (contentRef: string, mime?: string) => Promise<string> }) {
-  const [url, setUrl] = useState<string | null>(null);
-  const [failed, setFailed] = useState(false);
-  useEffect(() => {
-    let alive = true;
-    getUrl(att.contentRef, att.mimeType)
-      .then((u) => { if (alive) setUrl(u); })
-      .catch(() => { if (alive) setFailed(true); });
-    return () => { alive = false; };
-  }, [att.contentRef, att.mimeType, getUrl]);
-
-  return (
-    <a className="ld-photo" href={url ?? undefined} target="_blank" rel="noreferrer" title={att.filename} onClick={(e) => { if (!url) e.preventDefault(); }}>
-      {url
-        ? <img src={url} alt={att.filename} loading="lazy" />
-        : <span className="ld-photo-ph"><Icon name={failed ? "alert" : "camera"} size={18} /></span>}
-    </a>
-  );
-}
-
 /* ---------------------------------------------------------- */
 /* New Lead — Quick / Full Form intake                         */
 /* ---------------------------------------------------------- */
@@ -620,29 +321,25 @@ const FULL_STEPS = [
  { value: "assignment", label: "Assignment", icon: "team" },
 ];

-// Option lists must match the be-crm enums, or crm.lead.create rejects the value (§8.1–8.4).
-const LEAD_TYPE_OPTS = LEAD_TYPES;          // Insurance | Retail
-const PROPERTY_TYPE_OPTS = PROPERTY_TYPES;  // Single Family | Multi Family | Commercial
+const LEAD_TYPE_OPTS = ["Residential", "Commercial", "Multi-Family"];
+const PROPERTY_TYPE_OPTS = ["Residential", "Commercial", "Multi-Family", "Industrial"];

 const BLANK = {
  firstName: "", lastName: "",
  phones: [{ number: "", type: "Mobile" }] as PhoneRow[],
  emails: [] as EmailRow[],
  address: "", city: "", state: "TX", zip: "", propertyType: "",
-  photos: [] as UploadedAttachment[],
+  photos: [] as string[],
  source: "", referralNote: "", canvasser: "", leadType: "", workType: "", tradeType: "", urgency: "Standard" as Urgency, notes: "",
  insCompany: "", claimNumber: "", claimStatus: "", adjusterName: "", adjusterPhone: "", policyNumber: "",
  assignRep: "", priority: "Medium" as Priority, followUp: "",
 };

-function NewLead({ open, onClose, createLead, reps, uploadPhoto }: { open: boolean; onClose: () => void; createLead: (input: CreateLeadInput) => Promise<void>; reps: Rep[]; uploadPhoto: (file: File) => Promise<UploadedAttachment> }) {
+function NewLead({ open, onClose }: { open: boolean; onClose: () => void }) {
  const toast = useToast();
  const [mode, setMode] = useState<"quick" | "full">("quick");
  const [section, setSection] = useState("contact");
  const [f, setF] = useState({ ...BLANK });
-  const [saving, setSaving] = useState(false);
-  const [uploading, setUploading] = useState(0);
-  const fileRef = useRef<HTMLInputElement>(null);

  const set = (k: string) => (e: { target: { value: string } }) =>
    setF((s) => ({ ...s, [k]: e.target.value }) as typeof BLANK);
@@ -654,72 +351,19 @@ function NewLead({ open, onClose, createLead, reps, uploadPhoto }: { open: boole
  const addEmail = () => setF((s) => ({ ...s, emails: [...s.emails, { address: "" }] }));
  const setEmail = (i: number, v: string) => setF((s) => ({ ...s, emails: s.emails.map((e, j) => (j === i ? { address: v } : e)) }));
  const removeEmail = (i: number) => setF((s) => ({ ...s, emails: s.emails.filter((_, j) => j !== i) }));
-  const removePhoto = (i: number) => setF((s) => ({ ...s, photos: s.photos.filter((_, j) => j !== i) }));
-
-  // Upload each picked file straight to storage (presign → PUT). The returned {contentRef,…}
-  // rides along in crm.lead.create's `photos`, so the photo persists with the lead itself.
-  async function onPickPhotos(e: React.ChangeEvent<HTMLInputElement>) {
-    const files = Array.from(e.target.files ?? []);
-    e.target.value = "";  // let the same file be re-picked after a remove
-    for (const file of files) {
-      if (!isImage(file.type)) { toast.push({ tone: "error", title: "Not an image", desc: `${file.name} isn't an image file.` }); continue; }
-      if (file.size > MAX_ATTACHMENT_BYTES) { toast.push({ tone: "error", title: "Too large", desc: `${file.name} exceeds the 25 MB limit.` }); continue; }
-      setUploading((n) => n + 1);
-      try {
-        const up = await uploadPhoto(file);
-        setF((s) => ({ ...s, photos: [...s.photos, up] }));
-      } catch (err) {
-        toast.push({ tone: "error", title: "Upload failed", desc: err instanceof Error ? err.message : `Couldn't upload ${file.name}.` });
-      } finally {
-        setUploading((n) => n - 1);
-      }
-    }
-  }
+  const addPhoto = () => setF((s) => ({ ...s, photos: [...s.photos, `Photo ${s.photos.length + 1}`] }));

  function reset() { setF({ ...BLANK, phones: [{ number: "", type: "Mobile" }], emails: [], photos: [] }); setMode("quick"); setSection("contact"); }
  function close() { reset(); onClose(); }

-  function buildPayload(): CreateLeadInput {
-    return {
-      firstName: f.firstName.trim(),
-      lastName: f.lastName.trim() || undefined,
-      phones: f.phones
-        .filter((p) => p.number.trim())
-        .map((p, i) => ({ number: p.number.trim(), type: (p.type as "Mobile" | "Home" | "Work"), primary: i === 0 })),
-      emails: f.emails.filter((e) => e.address.trim()).map((e, i) => ({ address: e.address.trim(), primary: i === 0 })),
-      property: { address: f.address, city: f.city, state: f.state, zip: f.zip, type: f.propertyType || undefined },
-      photos: f.photos.length ? f.photos : undefined,
-      job: {
-        source: f.source || undefined,
-        referralNote: f.source === "Referral" ? f.referralNote || undefined : undefined,
-        canvasserId: f.source === "Door Knock" ? f.canvasser || undefined : undefined,
-        leadType: f.leadType || undefined, workType: f.workType || undefined, tradeType: f.tradeType || undefined,
-        urgency: f.urgency, notes: f.notes || undefined,
-      },
-      insurance: {
-        company: f.insCompany || undefined, claimNumber: f.claimNumber || undefined, claimStatus: f.claimStatus || undefined,
-        adjusterName: f.adjusterName || undefined, adjusterPhone: f.adjusterPhone || undefined, policyNumber: f.policyNumber || undefined,
-      },
-      assignment: { assigneeId: f.assignRep || null, priority: f.priority, followUp: f.followUp || undefined },
-    };
-  }
-
-  async function submit() {
+  function submit() {
    const name = `${f.firstName} ${f.lastName}`.trim();
    if (!name) { toast.push({ tone: "error", title: "Name required", desc: "Enter the homeowner's first or last name." }); return; }
-    setSaving(true);
-    try {
-      await createLead(buildPayload());
-      toast.push({ tone: "success", title: "Lead created", desc: `${name} added to the Plano pipeline.` });
-      close();
-    } catch (e) {
-      toast.push({ tone: "error", title: "Couldn’t create lead", desc: e instanceof Error ? e.message : "Please try again." });
-    } finally {
-      setSaving(false);
-    }
+    toast.push({ tone: "success", title: "Lead created", desc: `${name} added to the Plano pipeline.` });
+    close();
  }

-  const repOptions = [{ id: "", initials: "—", name: "Unassigned", email: "" }, ...reps];
+  const repOptions = [{ id: "", initials: "—", name: "Unassigned" }, ...REPS];

  const stepIdx = FULL_STEPS.findIndex((s) => s.value === section);
  const isFirstStep = stepIdx <= 0;
@@ -741,13 +385,13 @@ function NewLead({ open, onClose, createLead, reps, uploadPhoto }: { open: boole
            <Btn variant="ghost" onClick={close}>Cancel</Btn>
            {!isFirstStep && <Btn variant="ghost" onClick={goBack}>Back</Btn>}
            {isLastStep
-              ? <Btn icon="check" onClick={submit} disabled={saving}>{saving ? "Creating…" : "Create Lead"}</Btn>
+              ? <Btn icon="check" onClick={submit}>Create Lead</Btn>
              : <Btn icon="arrow" onClick={goNext}>Next</Btn>}
          </>
        ) : (
          <>
            <Btn variant="ghost" onClick={close}>Cancel</Btn>
-            <Btn icon="check" onClick={submit} disabled={saving}>{saving ? "Creating…" : "Create Lead"}</Btn>
+            <Btn icon="check" onClick={submit}>Create Lead</Btn>
          </>
        )
      }
@@ -773,7 +417,7 @@ function NewLead({ open, onClose, createLead, reps, uploadPhoto }: { open: boole
              <div className="nl-full"><Field label="Referral note"><textarea className="ds-textarea" rows={3} value={f.referralNote} onChange={set("referralNote")} placeholder="Who referred this lead? Any details…" /></Field></div>
            )}
            {f.source === "Door Knock" && (
-              <div className="nl-full"><Field label="Canvasser"><CanvasserSearch value={f.canvasser} onChange={(v) => setF((s) => ({ ...s, canvasser: v }))} options={reps} /></Field></div>
+              <div className="nl-full"><Field label="Canvasser"><CanvasserSearch value={f.canvasser} onChange={(v) => setF((s) => ({ ...s, canvasser: v }))} options={REPS} /></Field></div>
            )}
            <div className="nl-full"><PriorityPicker value={f.priority} onChange={(p) => setF((s) => ({ ...s, priority: p }))} /></div>
            <Field label="Follow-up date"><input className="ds-input" type="date" value={f.followUp} onChange={set("followUp")} /></Field>
@@ -828,27 +472,14 @@ function NewLead({ open, onClose, createLead, reps, uploadPhoto }: { open: boole
                <Field label="Property Type"><Select value={f.propertyType} onChange={set("propertyType")} options={PROPERTY_TYPE_OPTS} placeholder="Residential, Commercial…" /></Field>
                <div className="nl-full">
                  <div className="ds-field-lbl">Site Photos</div>
-                  <input
-                    ref={fileRef}
-                    type="file"
-                    accept="image/*"
-                    multiple
-                    hidden
-                    onChange={onPickPhotos}
-                  />
-                  <button type="button" className="nl-photos" onClick={() => fileRef.current?.click()}>
+                  <button type="button" className="nl-photos" onClick={addPhoto}>
                    <Icon name="camera" size={22} />
-                    <span className="nl-photos-t">{uploading > 0 ? `Uploading ${uploading}…` : "Tap to add photos"}</span>
-                    <span className="nl-photos-s">Camera · Gallery · Multiple allowed · max 25 MB</span>
+                    <span className="nl-photos-t">Tap to add photos</span>
+                    <span className="nl-photos-s">Camera · Gallery · Multiple allowed</span>
                  </button>
                  {f.photos.length > 0 && (
                    <div className="nl-photo-chips">
-                      {f.photos.map((p, i) => (
-                        <span key={p.contentRef} className="nl-photo-chip">
-                          <Icon name="check" size={12} /> {p.filename}
-                          <button type="button" className="nl-photo-chip-x" aria-label={`Remove ${p.filename}`} onClick={() => removePhoto(i)}><Icon name="x" size={12} /></button>
-                        </span>
-                      ))}
+                      {f.photos.map((p, i) => <span key={i} className="nl-photo-chip"><Icon name="check" size={12} /> {p}</span>)}
                    </div>
                  )}
                </div>
@@ -0,0 +1,148 @@
+// ============================================================
+// LynkedUp Pro — Projects mock data (Construction jobs + Pipeline
+// leads). Used only when the Shell isn't configured, so the demo
+// stays fully interactive without a backend — mirrors team-data.ts.
+// ============================================================
+
+export type ConstructionStatus = "active" | "complete" | "stuck" | "followup";
+
+export type ConstructionLead = {
+  id: string;
+  name: string;
+  address: string;
+  status: ConstructionStatus;
+  stage: string;
+  jobType: string;
+  agent: string;
+  progress: number; // 0-100
+  health: number; // 0-100
+  value: number; // dollars
+};
+
+// The first 8 rows mirror the reference design exactly (name, address, job
+// type, stage, status, progress and health). The rest extend the set to 15
+// construction jobs with a realistic status/stage spread so the quick
+// filters (Active/Complete/Stuck/Follow-up) all have something to show.
+export const constructionLeads: ConstructionLead[] = [
+  { id: "c1", name: "Derek Holloway", address: "2814 Ravenswood Dr, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 28500 },
+  { id: "c2", name: "Brenda Castillo", address: "5501 Shady Brook Ln, Plano TX 75093", status: "active", stage: "New Lead", jobType: "Roof Inspection", agent: "Cody Tatum", progress: 14, health: 65, value: 15400 },
+  { id: "c3", name: "Antonio Reyes", address: "1122 Custer Rd, Plano TX 75075", status: "active", stage: "New Lead", jobType: "Gutter Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 19200 },
+  { id: "c4", name: "Sylvia Nguyen", address: "3308 Roundrock Trl, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Siding Repair", agent: "Cody Tatum", progress: 14, health: 65, value: 21900 },
+  { id: "c5", name: "Raymond Osei", address: "2814 Ravenswood Dr, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 31200 },
+  { id: "c6", name: "Carolyn Estrada", address: "2814 Ravenswood Dr, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Window Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 22400 },
+  { id: "c7", name: "Marcus Tillman", address: "2814 Ravenswood Dr, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 26800 },
+  { id: "c8", name: "Diane Kowalski", address: "815 Independence Pkwy, Plano TX 75023", status: "active", stage: "New Lead", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 14, health: 65, value: 29500 },
+  { id: "c9", name: "Felicia Grant", address: "9021 Legacy Dr, Plano TX 75024", status: "complete", stage: "Completed", jobType: "Gutter Replacement", agent: "Emma Wilson", progress: 100, health: 92, value: 18600 },
+  { id: "c10", name: "Harold Jennings", address: "4477 Coit Rd, Plano TX 75075", status: "stuck", stage: "Permit Hold", jobType: "Siding Repair", agent: "Liam Foster", progress: 42, health: 38, value: 24800 },
+  { id: "c11", name: "Yolanda Brooks", address: "6650 Parker Rd, Plano TX 75093", status: "followup", stage: "Awaiting Customer", jobType: "Window Replacement", agent: "Sophie Turner", progress: 55, health: 51, value: 20700 },
+  { id: "c12", name: "Preston Wallace", address: "3312 Alma Dr, Plano TX 75075", status: "active", stage: "Scheduled", jobType: "Roof Repair", agent: "Cody Tatum", progress: 30, health: 70, value: 27500 },
+  { id: "c13", name: "Nadia Ferreira", address: "8890 Independence Pkwy, Plano TX 75025", status: "complete", stage: "Completed", jobType: "Roof Inspection", agent: "Emma Wilson", progress: 100, health: 95, value: 16200 },
+  { id: "c14", name: "Louis Abernathy", address: "2200 K Ave, Plano TX 75074", status: "stuck", stage: "Material Delay", jobType: "Roof Replacement", agent: "Liam Foster", progress: 60, health: 44, value: 24900 },
+  { id: "c15", name: "Grace Delgado", address: "7301 Ohio Dr, Plano TX 75093", status: "active", stage: "In Progress", jobType: "Roof Replacement", agent: "Cody Tatum", progress: 68, health: 78, value: 51600 },
+];
+
+export type CollectionStatus = "paid" | "pending" | "overdue";
+
+export type CollectionRecord = {
+  id: string;
+  name: string;
+  address: string;
+  referenceId: string;
+  date: string; // YYYY-MM-DD
+  type: string; // "Deposit — 30%", "Progress Payment — 40%", "Final Payment — 30%"
+  status: CollectionStatus;
+  amount: number; // dollars
+};
+
+// Deterministic 3-installment payment schedule per construction job (deposit /
+// progress / final), so "Total Collected" has something real to show without a
+// billing backend. Which installments are PAID vs PENDING/OVERDUE follows the
+// job's own status — a completed job is fully paid, a stuck job has an overdue
+// progress payment, etc.
+const INSTALLMENTS = [
+  { label: "Deposit — 30%", pct: 0.3 },
+  { label: "Progress Payment — 40%", pct: 0.4 },
+  { label: "Final Payment — 30%", pct: 0.3 },
+] as const;
+
+function statusFor(jobStatus: ConstructionStatus, i: number): CollectionStatus {
+  if (jobStatus === "complete") return "paid";
+  if (i === 0) return "paid"; // deposit is always collected up front
+  if (jobStatus === "stuck" && i === 1) return "overdue";
+  return "pending";
+}
+
+export function collectionsFor(lead: ConstructionLead, leadIndex: number): CollectionRecord[] {
+  const deposit = Math.round(lead.value * INSTALLMENTS[0].pct);
+  const progress = Math.round(lead.value * INSTALLMENTS[1].pct);
+  const final = lead.value - deposit - progress; // remainder avoids rounding drift
+  const amounts = [deposit, progress, final];
+  const ref = `PRJ-2026-${String(leadIndex + 1).padStart(3, "0")}`;
+  return INSTALLMENTS.map((inst, i) => {
+    const month = ((leadIndex * 2 + i * 2) % 12) + 1;
+    const day = ((leadIndex * 5 + i * 7) % 27) + 1;
+    return {
+      id: `${lead.id}-r${i + 1}`,
+      name: lead.name,
+      address: lead.address,
+      referenceId: `${ref}-R${i + 1}`,
+      date: `2026-${String(month).padStart(2, "0")}-${String(day).padStart(2, "0")}`,
+      type: inst.label,
+      status: statusFor(lead.status, i),
+      amount: amounts[i],
+    };
+  });
+}
+
+export type PipelineLead = {
+  id: string;
+  name: string;
+  address: string;
+  jobType: string;
+  stage: string;
+  agent: string;
+  createdAgo: string;
+};
+
+const FIRST_NAMES = [
+  "Wesley", "Ivy", "Corey", "Renata", "Miles", "Paula", "Jasper", "Dana",
+  "Terrence", "Alina", "Grant", "Bethany", "Owen", "Marisol", "Kurt",
+  "Tanya", "Reggie", "Selena", "Blake", "Vivian", "Colton", "Priya",
+  "Gerald", "Fiona",
+];
+const LAST_NAMES = [
+  "Whitfield", "Caldwell", "Rourke", "Sanborn", "Delacroix", "Winters",
+  "Blackwood", "Herrera", "Sweeney", "Okafor", "Lindgren", "Pruitt",
+  "Castellano", "Marsh", "Yaeger", "Doyle", "Kowalczyk", "Beaumont",
+  "Ashworth", "Nakamura", "Villanueva", "Prescott", "Hutchins",
+  "Loomis", "Stanhope", "Everly", "Boone",
+];
+const STREETS = [
+  "Independence Pkwy", "Legacy Dr", "Coit Rd", "Parker Rd", "Alma Dr",
+  "K Ave", "Ohio Dr", "Preston Rd", "Spring Creek Pkwy", "Custer Rd",
+  "Shady Brook Ln", "Roundrock Trl", "Ridgeview Dr", "Chisholm Trl",
+  "Los Rios Blvd",
+];
+const ZIPS = ["75023", "75024", "75025", "75074", "75075", "75093"];
+const LEAD_JOB_TYPES = ["Roof Replacement", "Roof Inspection", "Gutter Replacement", "Siding Repair", "Window Replacement", "Roof Repair"];
+const LEAD_STAGES = ["New Inquiry", "Contacted", "Qualifying", "Quote Requested", "Nurture"];
+const LEAD_AGENTS = ["Cody Tatum", "Emma Wilson", "Liam Foster", "Sophie Turner", "Chloe Adams", "Unassigned"];
+
+// Deterministic (no Math.random/Date.now) so server- and client-render match.
+export const pipelineLeads: PipelineLead[] = Array.from({ length: 45 }, (_, i) => {
+  const first = FIRST_NAMES[i % FIRST_NAMES.length];
+  const last = LAST_NAMES[(i * 7) % LAST_NAMES.length];
+  const streetNum = 1000 + ((i * 137) % 8900);
+  const street = STREETS[(i * 3) % STREETS.length];
+  const zip = ZIPS[i % ZIPS.length];
+  const daysAgo = ((i * 3) % 21) + 1;
+  return {
+    id: `p${i + 1}`,
+    name: `${first} ${last}`,
+    address: `${streetNum} ${street}, Plano TX ${zip}`,
+    jobType: LEAD_JOB_TYPES[i % LEAD_JOB_TYPES.length],
+    stage: LEAD_STAGES[(i * 2) % LEAD_STAGES.length],
+    agent: LEAD_AGENTS[(i * 5) % LEAD_AGENTS.length],
+    createdAgo: daysAgo === 1 ? "1 day ago" : `${daysAgo} days ago`,
+  };
+});
@@ -0,0 +1,258 @@
+"use client";
+
+// ============================================================
+// Projects — Construction jobs + Pipeline leads.
+// Data comes from useProjectsData(): the local mock when the
+// Shell isn't configured, or the live be-crm data door
+// (crm.project.*) when it is. be-crm's Project model is generic
+// (name/status/value/owner/address/dates) — mock mode additionally
+// carries stage, job type, progress and health, which the live
+// table simply doesn't render (nothing backs them).
+// ============================================================
+
+import { useMemo, useState } from "react";
+import { Btn, Icon, Modal, PageHead, Pill } from "./ui";
+import {
+  QUICK_FILTERS, STATUS_LABEL, STATUS_TONE, useProjectsData,
+  type UiCollectionRecord, type UiProject, type UiProjectStatus,
+} from "@/lib/projects-api";
+
+const money = (n: number) => `$${Math.round(n).toLocaleString()}`;
+// The collections ledger shows cents (matches invoice-style amounts); the rest of the page rounds to whole dollars.
+const moneyExact = (n: number) => `$${n.toLocaleString(undefined, { minimumFractionDigits: 2, maximumFractionDigits: 2 })}`;
+
+const COLLECTION_STATUS_LABEL: Record<UiCollectionRecord["status"], string> = { paid: "Paid", pending: "Pending", overdue: "Overdue" };
+const COLLECTION_STATUS_TONE: Record<UiCollectionRecord["status"], string> = { paid: "green", pending: "orange", overdue: "red" };
+
+export function Projects() {
+  const data = useProjectsData();
+  const { projects, live } = data;
+
+  const [tab, setTab] = useState<"construction" | "pipeline">("construction");
+  const [query, setQuery] = useState("");
+  const [statusFilter, setStatusFilter] = useState<"all" | UiProjectStatus>("all");
+  const [viewProject, setViewProject] = useState<UiProject | null>(null);
+
+  const construction = useMemo(() => projects.filter((p) => !p.isLead), [projects]);
+  const pipeline = useMemo(() => projects.filter((p) => p.isLead), [projects]);
+  const budgetTotal = useMemo(() => construction.reduce((s, p) => s + (p.value ?? 0), 0), [construction]);
+
+  const list = tab === "construction" ? construction : pipeline;
+  const filtered = useMemo(() => {
+    const q = query.trim().toLowerCase();
+    return list.filter((p) => {
+      const matchesStatus = tab === "pipeline" || statusFilter === "all" || p.status === statusFilter;
+      const matchesQ = !q
+        || p.name.toLowerCase().includes(q)
+        || (p.address ?? "").toLowerCase().includes(q)
+        || (p.jobType ?? "").toLowerCase().includes(q)
+        || p.agent.toLowerCase().includes(q);
+      return matchesStatus && matchesQ;
+    });
+  }, [list, statusFilter, query, tab]);
+
+  // Mock construction (richest): Lead | Status | Stage | Job Type | Agent | Progress | Health | ⋯
+  // Mock pipeline: Lead | Job Type | Stage | Agent | Created | ⋯
+  // Live (either tab, leaner — only fields be-crm actually stores): Lead | Status | Owner | Value | Due date | ⋯
+  const template = live
+    ? "minmax(220px,2.3fr) 110px 160px 120px 130px 48px"
+    : tab === "construction"
+      ? "minmax(220px,2.2fr) 104px 130px 150px 130px 130px 76px 48px"
+      : "minmax(220px,2.2fr) 150px 140px 130px 120px 48px";
+
+  return (
+    <div className="view proj">
+      <PageHead
+        title="Projects"
+        subtitle={`${construction.length} construction · ${pipeline.length} pipeline leads · ${money(budgetTotal)} budget`}
+      />
+
+      {data.error && <div className="card proj-empty" style={{ borderColor: "var(--red, #ef4444)" }}><p>Couldn&apos;t load projects: {data.error}</p></div>}
+
+      <div className="tm-toolbar proj-toolbar">
+        <div className="tm-tabs" role="tablist">
+          <button role="tab" aria-selected={tab === "construction"} className={`tm-tab ${tab === "construction" ? "active" : ""}`} onClick={() => setTab("construction")}>
+            <Icon name="owners" size={16} /> <span>Construction</span>
+            <span className="tm-tab-badge">{construction.length}</span>
+          </button>
+          <button role="tab" aria-selected={tab === "pipeline"} className={`tm-tab ${tab === "pipeline" ? "active" : ""}`} onClick={() => setTab("pipeline")}>
+            <Icon name="pipeline" size={16} /> <span>Pipeline Leads</span>
+            <span className="tm-tab-badge">{pipeline.length}</span>
+          </button>
+        </div>
+
+        <div className="tm-search">
+          <Icon name="search" size={16} />
+          <input className="ds-input flush" placeholder="Search leads by name, address, job type, agent…" value={query} onChange={(e) => setQuery(e.target.value)} />
+          {query && <button className="tm-search-x" aria-label="Clear" onClick={() => setQuery("")}><Icon name="x" size={14} /></button>}
+        </div>
+
+        {tab === "construction" && (
+          <div className="tm-chips">
+            <button className={`tm-chip ${statusFilter === "all" ? "on" : ""}`} onClick={() => setStatusFilter("all")}>
+              All <i>{construction.length}</i>
+            </button>
+            {QUICK_FILTERS.map((s) => (
+              <button key={s} className={`tm-chip ${statusFilter === s ? "on" : ""}`} style={{ ["--rc" as string]: `var(--${STATUS_TONE[s] === "muted" ? "faint" : STATUS_TONE[s]})` }} onClick={() => setStatusFilter(s)}>
+                {STATUS_LABEL[s]} <i>{construction.filter((p) => p.status === s).length}</i>
+              </button>
+            ))}
+          </div>
+        )}
+      </div>
+
+      {data.live && data.loading && projects.length === 0 ? (
+        <div className="card proj-empty"><span className="tm-empty-ic"><Icon name="owners" size={24} /></span><p>Loading projects…</p></div>
+      ) : filtered.length === 0 ? (
+        <div className="card proj-empty">
+          <span className="tm-empty-ic"><Icon name="search" size={24} /></span>
+          <p>No {tab === "construction" ? "projects" : "leads"} match your search.</p>
+          <Btn variant="soft" size="sm" onClick={() => { setQuery(""); setStatusFilter("all"); }}>Clear filters</Btn>
+        </div>
+      ) : (
+        <div className="card card-pad-0 proj-table">
+          <div className="proj-row proj-head" style={{ gridTemplateColumns: template }}>
+            <span>Lead</span>
+            {live ? (
+              <><span>Status</span><span>Owner</span><span className="proj-c-num">Value</span><span>Due date</span></>
+            ) : tab === "construction" ? (
+              <><span>Status</span><span>Stage</span><span>Job type</span><span>Agent</span><span>Progress</span><span className="proj-c-num">Health</span></>
+            ) : (
+              <><span>Job type</span><span>Stage</span><span>Agent</span><span>Created</span></>
+            )}
+            <span className="proj-c-act" />
+          </div>
+
+          {filtered.map((p) => (
+            <div className="proj-row" key={p.id} style={{ gridTemplateColumns: template }}>
+              <div className="proj-lead">
+                <div className="proj-lead-name">{p.name}</div>
+                {p.address && <div className="proj-lead-sub">{p.address}</div>}
+              </div>
+
+              {live ? (
+                <>
+                  <Pill tone={STATUS_TONE[p.status]}>{STATUS_LABEL[p.status].toUpperCase()}</Pill>
+                  <span className="proj-text">{p.agent}</span>
+                  <span className="proj-c-num">{p.value != null ? money(p.value) : <span className="tm-dash">—</span>}</span>
+                  <span className="proj-text">{p.dueDate ? new Date(p.dueDate).toLocaleDateString(undefined, { day: "numeric", month: "short", year: "numeric" }) : <span className="tm-dash">—</span>}</span>
+                </>
+              ) : tab === "construction" ? (
+                <>
+                  <Pill tone={STATUS_TONE[p.status]}>{STATUS_LABEL[p.status].toUpperCase()}</Pill>
+                  <Pill tone="blue">{p.stage}</Pill>
+                  <span className="proj-text">{p.jobType}</span>
+                  <span className="proj-text">{p.agent}</span>
+                  <div className="proj-progress" title={`${p.progress}%`}>
+                    <span className="proj-progress-track"><span className="proj-progress-fill" style={{ width: `${p.progress ?? 0}%` }} /></span>
+                    <b>{p.progress}%</b>
+                  </div>
+                  <span className="proj-c-num proj-health">{p.health}</span>
+                </>
+              ) : (
+                <>
+                  <span className="proj-text">{p.jobType}</span>
+                  <Pill tone="blue">{p.stage}</Pill>
+                  <span className="proj-text">{p.agent}</span>
+                  <span className="proj-text">{p.createdAgo}</span>
+                </>
+              )}
+
+              <div className="proj-c-act">
+                <button className="ds-iconbtn" aria-label={`View collections for ${p.name}`} onClick={() => setViewProject(p)}><Icon name="eye" size={17} /></button>
+              </div>
+            </div>
+          ))}
+        </div>
+      )}
+
+      <div className="proj-foot">
+        <span>Showing {filtered.length} of {list.length} {tab === "construction" ? "projects" : "leads"}</span>
+        {tab === "construction" && <b>{money(budgetTotal)} total</b>}
+      </div>
+
+      <CollectedDetailsModal project={viewProject} onClose={() => setViewProject(null)} />
+    </div>
+  );
+}
+
+/* ---------------------------------------------------------- */
+/* Collected details modal — payment ledger for one project   */
+/* ---------------------------------------------------------- */
+
+function CollectedDetailsModal({ project, onClose }: { project: UiProject | null; onClose: () => void }) {
+  const [query, setQuery] = useState("");
+  const records = project?.collections ?? [];
+  const total = useMemo(() => records.reduce((s, r) => s + r.amount, 0), [records]);
+  if (!project) return null;
+
+  const q = query.trim().toLowerCase();
+  const filtered = records.filter((r) =>
+    !q || r.name.toLowerCase().includes(q) || r.referenceId.toLowerCase().includes(q) || r.type.toLowerCase().includes(q));
+  const netTotal = filtered.reduce((s, r) => s + r.amount, 0);
+  const projectName = project.name;
+
+  function downloadCsv() {
+    const header = ["Name/Project", "Reference ID", "Date", "Type", "Status", "Amount"];
+    const rows = filtered.map((r) => [r.name, r.referenceId, r.date, r.type, COLLECTION_STATUS_LABEL[r.status], r.amount.toFixed(2)]);
+    const csv = [header, ...rows].map((row) => row.map((c) => `"${String(c).replace(/"/g, '""')}"`).join(",")).join("\n");
+    const blob = new Blob([csv], { type: "text/csv;charset=utf-8;" });
+    const url = URL.createObjectURL(blob);
+    const a = document.createElement("a");
+    a.href = url;
+    a.download = `${projectName.replace(/\s+/g, "-").toLowerCase()}-collections.csv`;
+    a.click();
+    URL.revokeObjectURL(url);
+  }
+
+  return (
+    <Modal
+      open={!!project}
+      onClose={onClose}
+      title="Total Collected Details"
+      subtitle={<>Total: <b>{moneyExact(total)}</b></>}
+      size="xl"
+      headerExtra={records.length > 0 && (
+        <button className="ds-iconbtn" aria-label="Download CSV" onClick={downloadCsv}><Icon name="download" size={18} /></button>
+      )}
+    >
+      {project.collections === null ? (
+        <div className="tm-empty"><span className="tm-empty-ic"><Icon name="card" size={24} /></span><p>Collections aren&apos;t available yet for live projects — this needs a billing module in be-crm.</p></div>
+      ) : records.length === 0 ? (
+        <div className="tm-empty"><span className="tm-empty-ic"><Icon name="card" size={24} /></span><p>No payments collected yet for {project.name}.</p></div>
+      ) : (
+        <>
+          <div className="tm-search proj-cd-search">
+            <Icon name="search" size={16} />
+            <input className="ds-input flush" placeholder="Search leads by name, address, job type, agent…" value={query} onChange={(e) => setQuery(e.target.value)} />
+            {query && <button className="tm-search-x" aria-label="Clear" onClick={() => setQuery("")}><Icon name="x" size={14} /></button>}
+          </div>
+
+          <div className="card card-pad-0 proj-table proj-cd-table">
+            <div className="proj-row proj-head" style={{ gridTemplateColumns: "minmax(180px,2fr) 140px 100px 170px 100px 120px" }}>
+              <span>Name / Project</span><span>Reference ID</span><span>Date</span><span>Type</span><span>Status</span><span className="proj-c-num">Amount</span>
+            </div>
+            {filtered.map((r) => (
+              <div className="proj-row" key={r.id} style={{ gridTemplateColumns: "minmax(180px,2fr) 140px 100px 170px 100px 120px" }}>
+                <div className="proj-lead">
+                  <div className="proj-lead-name">{r.name}</div>
+                  <div className="proj-lead-sub">{r.address}</div>
+                </div>
+                <span className="proj-text">{r.referenceId}</span>
+                <span className="proj-text">{r.date}</span>
+                <span className="proj-text">{r.type}</span>
+                <Pill tone={COLLECTION_STATUS_TONE[r.status]}>{COLLECTION_STATUS_LABEL[r.status].toUpperCase()}</Pill>
+                <span className="proj-c-num">{moneyExact(r.amount)}</span>
+              </div>
+            ))}
+          </div>
+
+          <div className="proj-foot">
+            <span>Showing {filtered.length} record{filtered.length === 1 ? "" : "s"}</span>
+            <b>Net Total: {moneyExact(netTotal)}</b>
+          </div>
+        </>
+      )}
+    </Modal>
+  );
+}
@@ -95,6 +95,7 @@ const NAV_PERMISSION: Record<string, string | undefined> = {
  leads: "leads.manage",
  verify: "leads.manage",
  pipeline: "pipeline.manage",
+  projects: "pipeline.manage",
  estimates: "estimates.create",
  procanvas: "estimates.create",
  dispatch: "dispatch.manage",
@@ -222,9 +222,9 @@ export function OtpField({ length = 6, value, onChange, autoFocus = true }: { le
 /* Modal                                                       */
 /* ---------------------------------------------------------- */

-export function Modal({ open, onClose, title, subtitle, icon, children, footer, size = "md" }: {
-  open: boolean; onClose: () => void; title: string; subtitle?: string; icon?: string;
-  children: ReactNode; footer?: ReactNode; size?: "sm" | "md" | "lg";
+export function Modal({ open, onClose, title, subtitle, icon, children, footer, size = "md", headerExtra }: {
+  open: boolean; onClose: () => void; title: string; subtitle?: ReactNode; icon?: string;
+  children: ReactNode; footer?: ReactNode; size?: "sm" | "md" | "lg" | "xl"; headerExtra?: ReactNode;
 }) {
  const titleId = useId();
  // Portal the overlay up to `.dash-root` so its position:fixed anchors to the viewport,
@@ -251,7 +251,10 @@ export function Modal({ open, onClose, title, subtitle, icon, children, footer,
              {subtitle && <p>{subtitle}</p>}
            </div>
          </div>
-          <button className="ds-iconbtn" aria-label="Close" onClick={onClose}><Icon name="x" size={18} /></button>
+          <div className="ds-modal-head-r">
+            {headerExtra}
+            <button className="ds-iconbtn" aria-label="Close" onClick={onClose}><Icon name="x" size={18} /></button>
+          </div>
        </div>
        <div className="ds-modal-body">{children}</div>
        {footer && <div className="ds-modal-foot">{footer}</div>}
@@ -10,14 +10,13 @@ export type VStatus = "verified" | "in_progress" | "assigned" | "pending" | "unv
 export type VActivity = { text: string; time: string; who: string };

 export type VLead = {
-  id: string;             // LD-V-001 (display code)
-  refId?: string;         // opaque server id (live mode); commands target this — falls back to `id`
+  id: string;
  initials: string;
  name: string;
  address: string;
  phone: string;
  source: string;
-  assignee: { id?: string; initials: string; name: string } | null;
+  assignee: { initials: string; name: string } | null;
  status: VStatus;
  verification: string;   // sub-status text
  created: string;
@@ -16,8 +16,7 @@
 import { useMemo, useState, useEffect } from "react";
 import { createPortal } from "react-dom";
 import { Avatar, Btn, Icon, Modal, PageHead, Pill, useToast } from "./ui";
-import { V_STATUS_META, V_SOURCES, type VStatus, type VLead, type VActivity } from "./verify-data";
-import { useVerifyData, type Assignee } from "@/lib/verify-api";
+import { V_LEADS, V_STATUS_META, V_SOURCES, V_ASSIGNEES, type VStatus, type VLead, type VActivity } from "./verify-data";

 const STAT_ORDER: VStatus[] = ["verified", "in_progress", "assigned", "pending", "unverified"];
 const STAT_ICON: Record<VStatus, string> = {
@@ -43,71 +42,37 @@ function buildActivity(l: VLead): VActivity[] {

 type MenuState = { lead: VLead; x: number; y: number } | null;

-// Which transitions the backend accepts from a given status. `verified` is re-openable now, so the
-// only guard is "you can't move a record to the status it's already in" — every other transition is
-// allowed and the backend has the final say (a rejected one surfaces a friendly 409 + auto-refresh).
-function allowed(status: VStatus) {
-  return {
-    verify: status !== "verified",
-    unverify: status !== "unverified",
-    moveToPending: status !== "pending",
-  };
-}
-
 export function Verify() {
  const toast = useToast();
-  const data = useVerifyData();
-  const { leads, total, counts, assignees, loading, error } = data;
  const [query, setQuery] = useState("");
  const [status, setStatus] = useState("all");
  const [source, setSource] = useState("all");
  const [assignee, setAssignee] = useState("all");
  const [selected, setSelected] = useState<VLead | null>(null);
  const [menu, setMenu] = useState<MenuState>(null);
-  const [assignFor, setAssignFor] = useState<VLead | null>(null);
+
+  const counts = useMemo(() => {
+    const m: Record<string, number> = {};
+    for (const l of V_LEADS) m[l.status] = (m[l.status] ?? 0) + 1;
+    return m;
+  }, []);

  const rows = useMemo(() => {
    const q = query.trim().toLowerCase();
-    return leads.filter((l) => {
+    return V_LEADS.filter((l) => {
      const matchQ = !q || `${l.name} ${l.id} ${l.phone} ${l.source} ${l.address}`.toLowerCase().includes(q);
      const matchStatus = status === "all" || l.status === status;
      const matchSource = source === "all" || l.source === source;
      const matchAssignee = assignee === "all" || l.assignee?.name === assignee;
      return matchQ && matchStatus && matchSource && matchAssignee;
    });
-  }, [leads, query, status, source, assignee]);
+  }, [query, status, source, assignee]);

-  // Run a command, surface success/failure as a toast, and close any open menu.
-  async function run(work: Promise<void>, title: string, desc: string) {
+  function act(l: VLead, title: string, desc: string, tone: "success" | "info" = "info") {
    setMenu(null);
-    try {
-      await work;
-      toast.push({ tone: "success", title, desc });
-    } catch (e) {
-      const msg = e instanceof Error ? e.message : "";
-      // 409 = the record's current state doesn't allow this transition (e.g. it's already
-      // verified/unverified but the list read was stale). Refetch so the row shows its real status.
-      const conflict = /\b409\b/.test(msg);
-      if (conflict) data.refetch();
-      const friendly = conflict ? "This lead's status already changed — refreshing the queue." : (msg || "Please try again.");
-      toast.push({ tone: "error", title: "Action failed", desc: friendly });
-    }
+    toast.push({ tone, title, desc });
  }

-  const doVerify = (l: VLead) => run(data.verify(l), "Verified", `${l.name} verified and pushed to New Leads.`);
-  // markUnverified (#17) carries a reason — send a default so the command satisfies a required field.
-  const doUnverify = (l: VLead) => run(data.markUnverified(l, "Marked unverified from the verification desk."), "Marked unverified", `${l.name} moved to Unverified.`);
-  const doPending = (l: VLead) => run(data.moveToPending(l), "Moved to pending", `${l.name} is now Pending review.`);
-  // assign (#11) requires an assigneeId — pick one, then run the command.
-  const doAssign = (l: VLead, a: Assignee) => run(data.assign(l, a.id), "Assignee changed", `${l.name} assigned to ${a.name}.`);
-
-  // Open a row with its list data, then hydrate detail (notes/activity) — ignore hydration errors.
-  const openDetail = (l: VLead) => {
-    setSelected(l);
-    setMenu(null);
-    data.getVerification(l).then((full) => setSelected((cur) => (cur && cur.id === l.id ? full : cur))).catch(() => {});
-  };
-
  return (
    <div className="view lv">
      <PageHead
@@ -115,7 +80,7 @@ export function Verify() {
        title="Lead Verification"
        subtitle="Identity & insurance checks before a lead becomes a working deal."
        icon="verify"
-        actions={<Btn variant="outline" icon="refresh" onClick={() => { data.refetch(); toast.push({ tone: "info", title: "Queue refreshed", desc: "Verification queue is up to date." }); }}>Refresh</Btn>}
+        actions={<Btn variant="outline" icon="refresh" onClick={() => toast.push({ tone: "info", title: "Queue refreshed", desc: "Verification queue is up to date." })}>Refresh</Btn>}
      />

      {/* ---- stat tiles ---- */}
@@ -149,7 +114,7 @@ export function Verify() {
        </select>
        <select className="ds-select lv-filter" value={assignee} onChange={(e) => setAssignee(e.target.value)} aria-label="Filter by assignee">
          <option value="all">All assignees</option>
-          {assignees.map((a) => <option key={a.id} value={a.name}>{a.name}</option>)}
+          {V_ASSIGNEES.map((a) => <option key={a} value={a}>{a}</option>)}
        </select>
      </div>

@@ -164,11 +129,7 @@ export function Verify() {
            </tr>
          </thead>
          <tbody>
-            {error ? (
-              <tr><td colSpan={9} className="lv-empty">Couldn’t load the queue: {error}</td></tr>
-            ) : loading && rows.length === 0 ? (
-              <tr><td colSpan={9} className="lv-empty">Loading verification queue…</td></tr>
-            ) : rows.length === 0 ? (
+            {rows.length === 0 ? (
              <tr><td colSpan={9} className="lv-empty">No leads match your filters.</td></tr>
            ) : rows.map((l) => {
              const meta = V_STATUS_META[l.status];
@@ -199,8 +160,8 @@ export function Verify() {
                  <td className="lv-created">{l.created}</td>
                  <td>
                    <div className="lv-rowacts">
-                      <button className="lv-act" aria-label="View details" title="View details" onClick={() => openDetail(l)}><Icon name="eye" size={15} /></button>
-                      <button className="lv-act primary" aria-label="Verify" title={allowed(l.status).verify ? "Verify lead" : "Already resolved"} onClick={() => doVerify(l)} disabled={!allowed(l.status).verify}><Icon name="check-circle" size={15} /></button>
+                      <button className="lv-act" aria-label="View details" title="View details" onClick={() => setSelected(l)}><Icon name="eye" size={15} /></button>
+                      <button className="lv-act primary" aria-label="Verify" title="Verify lead" onClick={() => act(l, "Marked verified", `${l.name} moved to Verified.`, "success")}><Icon name="check-circle" size={15} /></button>
                      <button className="lv-act" aria-label="More actions" title="More actions" onClick={(e) => setMenu(menu?.lead.id === l.id ? null : { lead: l, x: e.clientX, y: e.clientY })}><Icon name="dots" size={15} /></button>
                    </div>
                  </td>
@@ -210,24 +171,10 @@ export function Verify() {
          </tbody>
        </table>
      </div>
-      <div className="lv-count">{rows.length} of {total} leads</div>
+      <div className="lv-count">{rows.length} of {V_LEADS.length} leads</div>

-      <ActionsMenu
-        menu={menu}
-        onClose={() => setMenu(null)}
-        onView={openDetail}
-        onVerify={doVerify}
-        onUnverify={doUnverify}
-        onPending={doPending}
-        onOpenAssign={(l) => { setMenu(null); setAssignFor(l); }}
-      />
-      <AssignModal
-        lead={assignFor}
-        assignees={assignees}
-        onClose={() => setAssignFor(null)}
-        onPick={(l, a) => { setAssignFor(null); doAssign(l, a); }}
-      />
-      <VerifyDetail lead={selected} onClose={() => setSelected(null)} onVerify={doVerify} />
+      <ActionsMenu menu={menu} onClose={() => setMenu(null)} onAct={act} onView={(l) => { setSelected(l); setMenu(null); }} />
+      <VerifyDetail lead={selected} onClose={() => setSelected(null)} />
    </div>
  );
 }
@@ -236,13 +183,10 @@ export function Verify() {
 /* Row actions dropdown (portalled, fixed-positioned)          */
 /* ---------------------------------------------------------- */

-function ActionsMenu({ menu, onClose, onView, onVerify, onUnverify, onPending, onOpenAssign }: {
+function ActionsMenu({ menu, onClose, onAct, onView }: {
  menu: MenuState; onClose: () => void;
+  onAct: (l: VLead, title: string, desc: string, tone?: "success" | "info") => void;
  onView: (l: VLead) => void;
-  onVerify: (l: VLead) => void;
-  onUnverify: (l: VLead) => void;
-  onPending: (l: VLead) => void;
-  onOpenAssign: (l: VLead) => void;
 }) {
  const [mounted, setMounted] = useState(false);
  useEffect(() => { setMounted(true); }, []);
@@ -258,109 +202,44 @@ function ActionsMenu({ menu, onClose, onView, onVerify, onUnverify, onPending, o
  const left = Math.max(8, menu.x - 196);
  const top = Math.min(menu.y + 8, window.innerHeight - 260);

+  const items = [
+    { icon: "eye", label: "View Details", run: () => onView(l) },
+    { icon: "check-circle", label: "Verify Lead", run: () => onAct(l, "Verified", `${l.name} marked as verified.`, "success") },
+    { icon: "alert", label: "Mark Unverified", run: () => onAct(l, "Marked unverified", `${l.name} moved to Unverified.`) },
+    { icon: "user", label: "Change Assignee", run: () => onAct(l, "Change assignee", `Pick a new rep for ${l.name}.`) },
+    { icon: "refresh", label: "Reassign (In Progress)", run: () => onAct(l, "Reassigned", `${l.name} set to In Progress.`) },
+    { icon: "clock", label: "Move to Pending", run: () => onAct(l, "Moved to pending", `${l.name} is now Pending review.`) },
+  ];
+
  return createPortal(
    <>
      <div className="lv-menu-scrim" onClick={onClose} />
-      <MenuBody
-        key={l.id} lead={l} left={left} top={top}
-        onView={onView} onVerify={onVerify} onUnverify={onUnverify}
-        onPending={onPending} onOpenAssign={onOpenAssign}
-      />
+      <div className="lv-menu" style={{ left, top }} role="menu">
+        {items.map((it) => (
+          <button key={it.label} className="lv-menu-item" role="menuitem" onClick={it.run}>
+            <Icon name={it.icon} size={14} /> {it.label}
+          </button>
+        ))}
+      </div>
    </>,
    document.body,
  );
 }

-function MenuBody({ lead: l, left, top, onView, onVerify, onUnverify, onPending, onOpenAssign }: {
-  lead: VLead; left: number; top: number;
-  onView: (l: VLead) => void; onVerify: (l: VLead) => void; onUnverify: (l: VLead) => void;
-  onPending: (l: VLead) => void; onOpenAssign: (l: VLead) => void;
-}) {
-  const can = allowed(l.status);
-
-  // Immediate-fire actions are gated by status (prevents a pointless 409). "Change Assignee" opens
-  // the assign popup (the command fires after you pick), so it always opens.
-  const items = [
-    { icon: "eye", label: "View Details", enabled: true, run: () => onView(l) },
-    { icon: "check-circle", label: "Verify Lead", enabled: can.verify, run: () => onVerify(l) },
-    { icon: "alert", label: "Mark Unverified", enabled: can.unverify, run: () => onUnverify(l) },
-    { icon: "user", label: "Change Assignee", enabled: true, run: () => onOpenAssign(l) },
-    { icon: "clock", label: "Move to Pending", enabled: can.moveToPending, run: () => onPending(l) },
-  ];
-
-  return (
-    <div className="lv-menu" style={{ left, top }} role="menu">
-      {items.map((it) => (
-        <button key={it.label} className="lv-menu-item" role="menuitem" onClick={it.run} disabled={!it.enabled}>
-          <Icon name={it.icon} size={14} /> {it.label}
-        </button>
-      ))}
-    </div>
-  );
-}
-
-/* ---------------------------------------------------------- */
-/* Change-assignee popup (searchable, scrollable)             */
-/* ---------------------------------------------------------- */
-
-function AssignModal({ lead, assignees, onClose, onPick }: {
-  lead: VLead | null; assignees: Assignee[]; onClose: () => void; onPick: (l: VLead, a: Assignee) => void;
-}) {
-  const [q, setQ] = useState("");
-  if (!lead) return null;
-  const query = q.trim().toLowerCase();
-  const matches = query ? assignees.filter((a) => a.name.toLowerCase().includes(query)) : assignees;
-
-  return (
-    <Modal open={!!lead} onClose={onClose} size="sm" title="Change Assignee" subtitle={lead.name} icon="user">
-      <div className="lv-assign">
-        <div className="lv-assign-search">
-          <Icon name="search" size={15} />
-          <input autoFocus value={q} onChange={(e) => setQ(e.target.value)} placeholder="Search team members…" aria-label="Search team members" />
-          {q && <button className="lv-assign-x" aria-label="Clear" onClick={() => setQ("")}><Icon name="x" size={14} /></button>}
-        </div>
-        <div className="lv-assign-list">
-          {assignees.length === 0 ? (
-            <div className="lv-assign-empty">No team members available.</div>
-          ) : matches.length === 0 ? (
-            <div className="lv-assign-empty">No members match “{q}”.</div>
-          ) : matches.map((a) => {
-            const current = lead.assignee?.id === a.id || lead.assignee?.name === a.name;
-            return (
-              <button key={a.id} className={`lv-assign-opt ${current ? "current" : ""}`} onClick={() => onPick(lead, a)}>
-                <Avatar initials={a.initials} size={30} gradient="linear-gradient(135deg,#4f8cff,#2c5cff)" />
-                <span className="lv-assign-name">{a.name}</span>
-                {current && <Icon name="check" size={16} />}
-              </button>
-            );
-          })}
-        </div>
-      </div>
-    </Modal>
-  );
-}
-
 /* ---------------------------------------------------------- */
 /* Verification detail popup                                   */
 /* ---------------------------------------------------------- */

-function VerifyDetail({ lead, onClose, onVerify }: { lead: VLead | null; onClose: () => void; onVerify: (l: VLead) => void }) {
-  const toast = useToast();
+function VerifyDetail({ lead, onClose }: { lead: VLead | null; onClose: () => void }) {
  if (!lead) return null;
  const meta = V_STATUS_META[lead.status];
  const activity = buildActivity(lead);

-  const call = () => {
-    if (!lead.phone) { toast.push({ tone: "error", title: "No phone", desc: "This lead has no phone number." }); return; }
-    window.location.href = `tel:${lead.phone.replace(/[^\d+]/g, "")}`;
-  };
-  const verify = () => { onVerify(lead); onClose(); };
-
  return (
    <Modal open={!!lead} onClose={onClose} size="lg" title={lead.name} subtitle={`${lead.id} · ${lead.verification}`} icon="verify"
      footer={<>
-        <Btn variant="ghost" icon="phone" onClick={call}>Call</Btn>
-        <Btn icon="check-circle" onClick={verify} disabled={!allowed(lead.status).verify}>Verify Lead</Btn>
+        <Btn variant="ghost" icon="phone">Call</Btn>
+        <Btn icon="check-circle">Verify Lead</Btn>
      </>}
    >
      <div className="lv-detail">
@@ -1,568 +0,0 @@
-"use client";
-
-// Leads data layer. Serves EITHER the local mock (when the Shell isn't configured — the
-// polished demo keeps working) OR the live be-crm data door (crm.lead.*), behind one
-// interface so the Leads board is mode-agnostic. Mirrors team-api.ts exactly.
-//
-// Live contract (be-crm):
-//   query crm.lead.search { query?, status?, priority?, source?, assigneeId?, page?, perPage? }
-//                                                    -> { items: LeadCardDTO[], meta }
-//   query crm.lead.get    { id }                     -> LeadDTO (full detail)
-//   query crm.lead.stats  {}                         -> { total, byStatus }
-//   cmd   crm.lead.create <payload>                  -> LeadDTO
-//   cmd   crm.lead.updateStatus { id, status, note? } -> LeadDTO
-//   cmd   crm.lead.assign { id, assigneeId | null }  -> LeadDTO
-
-import { useCallback, useMemo, useState } from "react";
-import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
-import { isShellConfigured } from "./appshell";
-import { useUploadAttachment, useDownloadUrl, type UploadedAttachment } from "./media-api";
-import {
-  LEADS as seedLeads, TOTAL_LEADS, REPS as seedReps,
-  type Lead, type LeadStatus, type LeadPriority, type Phone, type Email, type Rep, type Attachment,
-} from "@/components/dashboard/leads-data";
-
-/* ---- create payload (union of Quick + Full form; §6.3) ------------------ */
-
-export interface CreateLeadInput {
-  firstName: string;
-  lastName?: string;
-  phones: { number: string; type: "Mobile" | "Home" | "Work"; primary?: boolean }[];
-  emails?: { address: string; primary?: boolean }[];
-  property?: { address?: string; city?: string; state?: string; zip?: string; type?: string };
-  photos?: { contentRef: string; mimeType: string; sizeBytes: number; filename: string }[];
-  job?: {
-    source?: string; referralNote?: string; canvasserId?: string;
-    leadType?: string; workType?: string; tradeType?: string;
-    urgency?: "Standard" | "High" | "Emergency"; notes?: string;
-  };
-  insurance?: {
-    company?: string; claimNumber?: string; claimStatus?: string;
-    adjusterName?: string; adjusterPhone?: string; policyNumber?: string;
-  };
-  assignment?: { assigneeId?: string | null; priority?: "Low" | "Medium" | "High"; followUp?: string };
-}
-
-/** Partial update patch — flat camelCase fields (matches the tested `crm.lead.update` #21). */
-export interface LeadPatch {
-  firstName?: string; lastName?: string;
-  priority?: string;
-  propertyAddress?: string; propertyCity?: string; propertyState?: string; propertyZip?: string; propertyType?: string;
-  source?: string; leadType?: string; workType?: string; tradeType?: string; urgency?: string; jobNotes?: string;
-  insuranceCompany?: string; insuranceClaimStatus?: string; insuranceClaimNumber?: string;
-  insurancePolicyNumber?: string; insuranceAdjusterName?: string; insuranceAdjusterPhone?: string;
-  assignedToId?: string | null; followUpDate?: string;
-  phones?: { number: string; type: string; primary?: boolean }[];
-  emails?: { address: string; primary?: boolean }[];
-}
-
-export interface LeadsData {
-  live: boolean; loading: boolean; error: string | null;
-  leads: Lead[];
-  total: number;
-  byStatus: Record<LeadStatus, number>;
-  /** Rep / canvasser / assignee picker options. In live mode `id` is the member's principalId
-   *  (the value be-crm resolves assignee/canvasser references against), not the mock REP code. */
-  reps: Rep[];
-  /** Hydrate a single lead's full detail (list rows carry card-level fields only in live mode). */
-  getLead: (lead: Lead) => Promise<Lead>;
-  createLead: (input: CreateLeadInput) => Promise<void>;
-  /** Upload a site photo → {contentRef,…}. Feed the results into `createLead`'s `photos`. */
-  uploadPhoto: (file: File) => Promise<UploadedAttachment>;
-  /** Mint a short-lived signed URL to render a stored photo by its contentRef. */
-  getPhotoUrl: (contentRef: string, mime?: string) => Promise<string>;
-  /** Attach an already-uploaded photo to an existing lead (Edit mode) — crm.lead.attachment.add. */
-  addPhoto: (lead: Lead, attachment: UploadedAttachment) => Promise<void>;
-  /** Detach a stored photo from a lead (Edit mode) — crm.lead.attachment.remove. */
-  removePhoto: (lead: Lead, attachment: Attachment) => Promise<void>;
-  /** Edit an existing lead (Edit button on the detail popup). */
-  updateLead: (lead: Lead, patch: LeadPatch) => Promise<void>;
-  updateStatus: (lead: Lead, status: LeadStatus, note?: string) => Promise<void>;
-  assign: (lead: Lead, assigneeId: string | null) => Promise<void>;
-  /** Push the lead into the Lead Verification queue (crm.lead.sendForVerification). Idempotent server-side. */
-  sendForVerification: (lead: Lead) => Promise<void>;
-  refetch: () => void;
-}
-
-/* ---- helpers ------------------------------------------------------------ */
-
-const GRADIENTS = [
-  "linear-gradient(135deg,#fda913,#fd6d13)", "linear-gradient(135deg,#4f8cff,#2c5cff)",
-  "linear-gradient(135deg,#b07bf2,#7b53e0)", "linear-gradient(135deg,#33c98a,#1fa46c)",
-  "linear-gradient(135deg,#34c9d6,#1f9aa4)",
-];
-const gradientFor = (id: string) => GRADIENTS[[...id].reduce((a, c) => a + c.charCodeAt(0), 0) % GRADIENTS.length];
-const initialsOf = (name: string) =>
-  name.split(/\s+/).filter(Boolean).slice(0, 2).map((p) => p[0]).join("").toUpperCase() || "?";
-const firstNameOf = (name: string) => name.split(/\s+/)[0] ?? "";
-
-const relTime = (iso?: string | null): string => {
-  if (!iso) return "—";
-  const then = Date.parse(iso);
-  if (Number.isNaN(then)) return iso;
-  const diff = Date.now() - then;
-  const day = 86_400_000;
-  if (diff >= 0 && diff < 7 * day) {
-    const d = Math.floor(diff / day);
-    if (d <= 0) return "today";
-    return `${d}d ago`;
-  }
-  return new Date(then).toLocaleDateString(undefined, { day: "numeric", month: "short", year: "numeric" });
-};
-const prettyDate = (iso?: string | null): string => {
-  if (!iso) return "—";
-  const then = Date.parse(iso);
-  if (Number.isNaN(then)) return iso;
-  return new Date(then).toLocaleDateString(undefined, { day: "numeric", month: "short", year: "numeric" });
-};
-const lc = (p?: string | null): LeadPriority =>
-  (String(p ?? "medium").toLowerCase() as LeadPriority);
-
-const EMPTY_BY_STATUS: Record<LeadStatus, number> = { new: 0, contacted: 0, appointed: 0, closed: 0 };
-
-/* ---- be-crm DTO types (defensive: backend is greenfield) ---------------- */
-
-interface LeadCardDTO {
-  id: string; code: string; name: string; initials?: string; gradient?: string;
-  priority?: string; status?: LeadStatus; tag?: string;
-  primaryPhone?: string; propertyAddress?: string; propertyCity?: string; propertyState?: string;
-  source?: string; canvasserName?: string; updatedAt?: string;
-  // Set once the lead has an associated verification record (blocks a duplicate send).
-  verificationId?: string | null; verificationStatus?: string | null;
-}
-interface LeadDTO extends LeadCardDTO {
-  phones?: Phone[]; emails?: Email[];
-  propertyZip?: string; propertyType?: string;
-  leadType?: string; workType?: string; tradeType?: string; urgency?: string; jobNotes?: string;
-  referralNote?: string; canvasserId?: string;
-  insuranceCompany?: string; insuranceClaimStatus?: string; insuranceClaimNumber?: string;
-  insurancePolicyNumber?: string; insuranceAdjusterName?: string; insuranceAdjusterPhone?: string;
-  assignedToName?: string; createdByName?: string; followUpDate?: string; createdAt?: string;
-  assignedToId?: string | null; createdById?: string | null;
-  stormZone?: string; stormDate?: string; stormDetail?: string;
-  // assignee / creator can come back under several field names depending on the DTO projection.
-  // The object form carries an `id` (be-crm currently echoes the principalId as `name`, unresolved).
-  assignedTo?: string | { id?: string; name?: string; displayName?: string } | null;
-  assignee?: string | { id?: string; name?: string; displayName?: string } | null;
-  createdBy?: string | { id?: string; name?: string; displayName?: string } | null;
-  creatorName?: string;
-  // site photos — LeadDTO detail projection carries attachments[] (§6.2)
-  attachments?: Attachment[];
-  // tolerate an already-grouped detail shape too
-  property?: Lead["property"]; job?: Partial<Lead["job"]>;
-  insurance?: Partial<Lead["insurance"]>; assignment?: Partial<Lead["assignment"]>;
-  storm?: Partial<Lead["storm"]>;
-}
-
-/** Pull a display name out of whatever shape the backend returns the assignee in. */
-function nameOf(v: string | { name?: string; displayName?: string } | null | undefined): string {
-  if (!v) return "";
-  if (typeof v === "string") return v;
-  return v.displayName?.trim() || v.name?.trim() || "";
-}
-
-/** Pull the member id out of an object-shaped member reference (string refs carry no id). */
-function idOf(v: string | { id?: string } | null | undefined): string {
-  if (!v || typeof v === "string") return "";
-  return v.id?.trim() ?? "";
-}
-
-/** Resolve a member reference to a display name. be-crm currently echoes the raw principalId
- *  as the `name`, so prefer the local reps list (principalId → real name); fall back to a
- *  backend name only when it isn't just the id, then to the id itself. */
-function resolveMemberName(id: string, backendName: string, reps: Rep[]): string {
-  const rep = id ? reps.find((r) => r.id === id) : undefined;
-  if (rep) return rep.name;
-  if (backendName && backendName !== id) return backendName;
-  return backendName || id;
-}
-
-/* ---- DTO → UI Lead ------------------------------------------------------ */
-
-function cardToLead(d: LeadCardDTO): Lead {
-  const name = d.name ?? "";
-  return {
-    id: d.code || d.id,
-    refId: d.id,
-    verificationId: d.verificationId ?? (d.verificationStatus ? String(d.verificationStatus) : undefined) ?? undefined,
-    initials: d.initials || initialsOf(name),
-    name,
-    gradient: d.gradient || gradientFor(d.id),
-    priority: lc(d.priority),
-    status: (d.status ?? "new") as LeadStatus,
-    tag: d.tag ?? "Storm Zone",
-    updated: relTime(d.updatedAt),
-    setter: firstNameOf(d.canvasserName ?? ""),
-    storm: { zone: "", date: "", detail: "" },
-    phones: d.primaryPhone ? [{ number: d.primaryPhone, type: "Mobile", primary: true }] : [],
-    emails: [],
-    property: {
-      address: d.propertyAddress ?? "", city: d.propertyCity ?? "",
-      state: d.propertyState ?? "", zip: "", type: "",
-    },
-    job: {
-      source: d.source ?? "", leadType: "", workType: "", tradeType: "",
-      urgency: "", canvasser: d.canvasserName ?? "", notes: "",
-    },
-    insurance: { company: "", claimStatus: "", claimNumber: "", policyNumber: "", adjusterName: "", adjusterPhone: "" },
-    assignment: { assignedTo: "", priority: "", followUp: "", createdBy: "", createdAt: "" },
-  };
-}
-
-function detailToLead(d: LeadDTO, fallback: Lead, reps: Rep[]): Lead {
-  const base = cardToLead(d);
-  const assigneeId = d.assignedToId || idOf(d.assignedTo) || idOf(d.assignee) || "";
-  const assigneeName = d.assignedToName || nameOf(d.assignedTo) || nameOf(d.assignee) || "";
-  const creatorId = d.createdById || idOf(d.createdBy) || "";
-  const creatorName = d.createdByName || d.creatorName || nameOf(d.createdBy) || "";
-  return {
-    ...base,
-    storm: d.storm
-      ? { zone: d.storm.zone ?? "", date: d.storm.date ?? "", detail: d.storm.detail ?? "" }
-      : { zone: d.stormZone ?? fallback.storm.zone, date: d.stormDate ?? fallback.storm.date, detail: d.stormDetail ?? fallback.storm.detail },
-    phones: d.phones?.length ? d.phones : base.phones.length ? base.phones : fallback.phones,
-    emails: d.emails ?? [],
-    attachments: d.attachments ?? fallback.attachments ?? [],
-    property: d.property ?? {
-      address: d.propertyAddress ?? "", city: d.propertyCity ?? "", state: d.propertyState ?? "",
-      zip: d.propertyZip ?? "", type: d.propertyType ?? "",
-    },
-    job: {
-      source: d.job?.source ?? d.source ?? "",
-      leadType: d.job?.leadType ?? d.leadType ?? "",
-      workType: d.job?.workType ?? d.workType ?? "",
-      tradeType: d.job?.tradeType ?? d.tradeType ?? "",
-      urgency: d.job?.urgency ?? d.urgency ?? "",
-      canvasser: d.job?.canvasser ?? d.canvasserName ?? "",
-      notes: d.job?.notes ?? d.jobNotes ?? "",
-    },
-    insurance: {
-      company: d.insurance?.company ?? d.insuranceCompany ?? "",
-      claimStatus: d.insurance?.claimStatus ?? d.insuranceClaimStatus ?? "",
-      claimNumber: d.insurance?.claimNumber ?? d.insuranceClaimNumber ?? "",
-      policyNumber: d.insurance?.policyNumber ?? d.insurancePolicyNumber ?? "",
-      adjusterName: d.insurance?.adjusterName ?? d.insuranceAdjusterName ?? "",
-      adjusterPhone: d.insurance?.adjusterPhone ?? d.insuranceAdjusterPhone ?? "",
-    },
-    assignment: {
-      assignedTo: d.assignment?.assignedTo
-        || resolveMemberName(assigneeId, assigneeName, reps)
-        || "Unassigned",
-      priority: d.assignment?.priority ?? (d.priority ?? ""),
-      followUp: d.assignment?.followUp ?? prettyDate(d.followUpDate),
-      createdBy: d.assignment?.createdBy
-        || resolveMemberName(creatorId, creatorName, reps),
-      createdAt: d.assignment?.createdAt ?? prettyDate(d.createdAt),
-    },
-  };
-}
-
-/* ======================================================================== */
-/* Mock implementation (no Shell configured)                                */
-/* ======================================================================== */
-
-function useMockLeads(): LeadsData {
-  const [leads, setLeads] = useState<Lead[]>(() => seedLeads);
-
-  const byStatus = useMemo(() => {
-    const m = { ...EMPTY_BY_STATUS };
-    for (const l of leads) m[l.status] += 1;
-    return m;
-  }, [leads]);
-
-  const getLead = useCallback(async (lead: Lead) => lead, []);
-
-  const createLead = useCallback(async (input: CreateLeadInput) => {
-    const name = `${input.firstName} ${input.lastName ?? ""}`.trim();
-    const phones: Phone[] = input.phones
-      .filter((p) => p.number.trim())
-      .map((p, i) => ({ number: p.number, type: p.type, primary: p.primary ?? i === 0 }));
-    const seq = seedLeads.length + leads.length + 1;
-    const lead: Lead = {
-      id: `SAL-${String(seq).padStart(3, "0")}`,
-      initials: initialsOf(name),
-      name,
-      gradient: gradientFor(name),
-      priority: lc(input.assignment?.priority),
-      status: "new",
-      tag: "Storm Zone",
-      updated: "today",
-      setter: firstNameOf(input.job?.canvasserId ?? ""),
-      storm: { zone: "", date: "", detail: "" },
-      phones,
-      emails: (input.emails ?? []).filter((e) => e.address.trim()).map((e, i) => ({ address: e.address, primary: e.primary ?? i === 0 })),
-      attachments: input.photos ?? [],
-      property: {
-        address: input.property?.address ?? "", city: input.property?.city ?? "",
-        state: input.property?.state ?? "TX", zip: input.property?.zip ?? "", type: input.property?.type ?? "",
-      },
-      job: {
-        source: input.job?.source ?? "", leadType: input.job?.leadType ?? "",
-        workType: input.job?.workType ?? "", tradeType: input.job?.tradeType ?? "",
-        urgency: input.job?.urgency ?? "Standard", canvasser: input.job?.canvasserId ?? "", notes: input.job?.notes ?? "",
-      },
-      insurance: {
-        company: input.insurance?.company ?? "", claimStatus: input.insurance?.claimStatus ?? "",
-        claimNumber: input.insurance?.claimNumber ?? "", policyNumber: input.insurance?.policyNumber ?? "",
-        adjusterName: input.insurance?.adjusterName ?? "", adjusterPhone: input.insurance?.adjusterPhone ?? "",
-      },
-      assignment: {
-        assignedTo: input.assignment?.assigneeId ?? "Unassigned",
-        priority: input.assignment?.priority ?? "Medium",
-        followUp: input.assignment?.followUp || "—",
-        createdBy: "You", createdAt: "today",
-      },
-    };
-    setLeads((l) => [lead, ...l]);
-  }, [leads.length]);
-
-  const updateLead = useCallback(async (lead: Lead, patch: LeadPatch) => {
-    setLeads((l) => l.map((x) => (x.id === lead.id ? applyPatch(x, patch) : x)));
-  }, []);
-  const updateStatus = useCallback(async (lead: Lead, status: LeadStatus) => {
-    setLeads((l) => l.map((x) => (x.id === lead.id ? { ...x, status } : x)));
-  }, []);
-  const assign = useCallback(async (lead: Lead, assigneeId: string | null) => {
-    setLeads((l) => l.map((x) => (x.id === lead.id ? { ...x, assignment: { ...x.assignment, assignedTo: assigneeId ?? "Unassigned" } } : x)));
-  }, []);
-  // No shared store between the mock leads/verify hooks, so this is a no-op in demo mode
-  // (the component still toasts success). Live mode does the real intake.
-  const sendForVerification = useCallback(async (_lead: Lead) => {}, []);
-
-  // Demo mode has no storage door — keep the bytes in-browser via an object URL so the
-  // uploaded photo still renders in the detail popup. `getPhotoUrl` passes it straight through.
-  const uploadPhoto = useCallback(async (file: File): Promise<UploadedAttachment> => ({
-    contentRef: URL.createObjectURL(file), mimeType: file.type || "image/jpeg", sizeBytes: file.size, filename: file.name,
-  }), []);
-  const getPhotoUrl = useCallback(async (contentRef: string) => contentRef, []);
-  const addPhoto = useCallback(async (lead: Lead, attachment: UploadedAttachment) => {
-    setLeads((l) => l.map((x) => (x.id === lead.id ? { ...x, attachments: [...(x.attachments ?? []), attachment] } : x)));
-  }, []);
-  const removePhoto = useCallback(async (lead: Lead, attachment: Attachment) => {
-    setLeads((l) => l.map((x) => (x.id === lead.id ? { ...x, attachments: (x.attachments ?? []).filter((a) => a.contentRef !== attachment.contentRef) } : x)));
-  }, []);
-
-  return {
-    live: false, loading: false, error: null,
-    leads, total: TOTAL_LEADS, byStatus, reps: seedReps,
-    getLead, createLead, updateLead, updateStatus, assign, sendForVerification,
-    uploadPhoto, getPhotoUrl, addPhoto, removePhoto, refetch: () => {},
-  };
-}
-
-/** Apply a flat LeadPatch onto the nested UI Lead (mock mode only). */
-function applyPatch(lead: Lead, p: LeadPatch): Lead {
-  const name = p.firstName !== undefined || p.lastName !== undefined
-    ? `${p.firstName ?? lead.name.split(" ")[0] ?? ""} ${p.lastName ?? lead.name.split(" ").slice(1).join(" ")}`.trim()
-    : lead.name;
-  return {
-    ...lead,
-    name,
-    initials: name ? initialsOf(name) : lead.initials,
-    priority: p.priority ? lc(p.priority) : lead.priority,
-    phones: p.phones?.length ? p.phones.map((x, i) => ({ number: x.number, type: x.type as Phone["type"], primary: x.primary ?? i === 0 })) : lead.phones,
-    emails: p.emails ? p.emails.map((x, i) => ({ address: x.address, primary: x.primary ?? i === 0 })) : lead.emails,
-    property: {
-      address: p.propertyAddress ?? lead.property.address,
-      city: p.propertyCity ?? lead.property.city,
-      state: p.propertyState ?? lead.property.state,
-      zip: p.propertyZip ?? lead.property.zip,
-      type: p.propertyType ?? lead.property.type,
-    },
-    job: {
-      ...lead.job,
-      source: p.source ?? lead.job.source,
-      leadType: p.leadType ?? lead.job.leadType,
-      workType: p.workType ?? lead.job.workType,
-      tradeType: p.tradeType ?? lead.job.tradeType,
-      urgency: p.urgency ?? lead.job.urgency,
-      notes: p.jobNotes ?? lead.job.notes,
-    },
-    insurance: {
-      company: p.insuranceCompany ?? lead.insurance.company,
-      claimStatus: p.insuranceClaimStatus ?? lead.insurance.claimStatus,
-      claimNumber: p.insuranceClaimNumber ?? lead.insurance.claimNumber,
-      policyNumber: p.insurancePolicyNumber ?? lead.insurance.policyNumber,
-      adjusterName: p.insuranceAdjusterName ?? lead.insurance.adjusterName,
-      adjusterPhone: p.insuranceAdjusterPhone ?? lead.insurance.adjusterPhone,
-    },
-    assignment: {
-      ...lead.assignment,
-      assignedTo: p.assignedToId !== undefined ? (p.assignedToId ?? "Unassigned") : lead.assignment.assignedTo,
-      priority: p.priority ?? lead.assignment.priority,
-      followUp: p.followUpDate ?? lead.assignment.followUp,
-    },
-  };
-}
-
-/* ======================================================================== */
-/* Live implementation (be-crm data door)                                   */
-/* ======================================================================== */
-
-interface Page<T> { items: T[]; meta?: { total?: number } }
-interface MemberDTO { id: string; principalId?: string; displayName?: string | null; firstName?: string | null; lastName?: string | null; jobTitle?: string | null; email?: string | null }
-
-/* ---- error surfacing ---------------------------------------------------- */
-// appshell's DataClient throws an opaque "data command failed: <status>" and DROPS the response
-// body, so the backend's real error (e.g. the duplicate_lead guard) never reaches the UI. For
-// writes where the exact server message matters, `bffCommand` uses the same BFF transport but
-// parses the error body and throws the backend's own message.
-
-const BFF_BASE = (process.env.NEXT_PUBLIC_BFF_BASE_URL ?? "/shell").replace(/\/$/, "");
-
-// Observed be-crm error body (Fastify style):
-//   { statusCode, error: "Conflict", message: "duplicate_lead",
-//     detail: "A lead with the same primary phone and address already exists (SAL-010).",
-//     duplicateOf: [{ id, code, name }] }
-// i.e. `message` is a CODE slug, `detail` is the human sentence, `duplicateOf` is an array.
-// Also tolerate a nested `{ error: { code, message } }` shape from other services.
-type DupRef = { id?: string; code?: string; name?: string };
-interface BackendError {
-  statusCode?: number; code?: string; error?: string | BackendError;
-  message?: string; detail?: string;
-  duplicateOf?: DupRef[] | DupRef | null;
-  details?: { duplicateOf?: DupRef[] | DupRef | null };
-}
-
-function firstDup(body: BackendError): DupRef | null {
-  const d = body.duplicateOf ?? body.details?.duplicateOf ?? null;
-  if (!d) return null;
-  return Array.isArray(d) ? (d[0] ?? null) : d;
-}
-
-/** Show the backend's own human sentence verbatim; map a bare code slug otherwise. */
-function leadErrorText(code: string, human: string, body: BackendError, status: number): string {
-  if (human) return human;                           // e.g. `detail` — exactly what the server said
-  switch (code) {                                    // slug with no human sentence
-    case "duplicate_lead": {
-      const who = firstDup(body)?.name || firstDup(body)?.code;
-      return who
-        ? `A lead with the same primary phone and address already exists (${who}).`
-        : "A lead with the same primary phone and address already exists.";
-    }
-    case "name_required": return "Enter the homeowner's first or last name.";
-    case "invalid_assignee": return "The selected rep isn't a valid team member.";
-    case "file_too_large": return "That photo is too large (max 25 MB).";
-    default: return `Couldn’t complete the request (${status}).`;
-  }
-}
-
-async function bffCommand<T>(action: string, variables: Record<string, unknown>): Promise<T> {
-  const res = await fetch(`${BFF_BASE}/data/command`, {
-    method: "POST",
-    credentials: "include",
-    headers: {
-      "Content-Type": "application/json",
-      "X-Idempotency-Key": globalThis.crypto?.randomUUID?.() ?? Math.random().toString(36).slice(2),
-    },
-    body: JSON.stringify({ action, variables }),
-  });
-  if (res.status === 401) throw new Error("SESSION_EXPIRED");
-  if (res.ok) return (await res.json()) as T;
-  let body: BackendError = {};
-  try { body = (await res.json()) as BackendError; } catch { /* non-JSON error body */ }
-  const inner = (body.error && typeof body.error === "object" ? body.error : body) as BackendError;
-  const raw = inner.message ?? "";
-  const isSlug = /^[a-z][a-z0-9_]*$/.test(raw);       // "duplicate_lead" is a code, not a sentence
-  const code = inner.code ?? (isSlug ? raw : "");
-  const human = inner.detail ?? (isSlug ? "" : raw);
-  const e = new Error(leadErrorText(code, human, inner, res.status));
-  (e as unknown as { code?: string }).code = code;
-  throw e;
-}
-
-function useLiveLeads(): LeadsData {
-  const { sdk } = useAppShell();
-  const uploadPhoto = useUploadAttachment();   // presignUpload → PUT bytes → { contentRef, … }
-  const getPhotoUrl = useDownloadUrl();         // presignDownload → signed URL
-  // useQuery re-runs only on `action` change, so fetch a broad page and let the
-  // board filter/search client-side (same shape team-api uses).
-  const listQ = useQuery<Page<LeadCardDTO>>("crm.lead.search", { perPage: 100 });
-  const statsQ = useQuery<{ total?: number; byStatus?: Partial<Record<LeadStatus, number>> }>("crm.lead.stats", {});
-  // Rep/canvasser/assignee picker source (§6.6). be-crm resolves assignee/canvasser refs by
-  // principalId, so that — not the opaque member id — is the value the form must send.
-  const membersQ = useQuery<{ items: MemberDTO[] }>("crm.team.member.search", { perPage: 100 });
-
-  const reps: Rep[] = useMemo(() => (membersQ.data?.items ?? []).map((m) => {
-    const name = m.displayName?.trim()
-      || [m.firstName, m.lastName].filter(Boolean).join(" ").trim()
-      || m.jobTitle?.trim()
-      || `Member ${(m.principalId ?? m.id).replace(/^pp_/, "").slice(0, 6)}`;
-    return {
-      id: m.principalId ?? m.id,
-      initials: name.split(/\s+/).filter(Boolean).slice(0, 2).map((p) => p[0]).join("").toUpperCase() || "?",
-      name,
-      email: m.email ?? "",
-    };
-  }), [membersQ.data]);
-
-  const refetch = useCallback(() => { listQ.refetch(); statsQ.refetch(); }, [listQ, statsQ]);
-  const cmd = useCallback(async (action: string, variables: Record<string, unknown>) => {
-    await sdk.command(action, variables);
-    refetch();
-  }, [sdk, refetch]);
-
-  const leads = useMemo(() => (listQ.data?.items ?? []).map(cardToLead), [listQ.data]);
-
-  const byStatus = useMemo(() => {
-    if (statsQ.data?.byStatus) return { ...EMPTY_BY_STATUS, ...statsQ.data.byStatus };
-    const m = { ...EMPTY_BY_STATUS };
-    for (const l of leads) m[l.status] += 1;
-    return m;
-  }, [statsQ.data, leads]);
-
-  const getLead = useCallback(async (lead: Lead): Promise<Lead> => {
-    const dto = await sdk.query<LeadDTO>("crm.lead.get", { id: lead.refId ?? lead.id });
-    return detailToLead(dto, lead, reps);
-  }, [sdk, reps]);
-
-  return {
-    live: true,
-    loading: listQ.loading || statsQ.loading,
-    error: (listQ.error ?? statsQ.error)?.message ?? null,
-    leads,
-    total: statsQ.data?.total ?? listQ.data?.meta?.total ?? leads.length,
-    byStatus,
-    reps,
-    getLead,
-    uploadPhoto,
-    getPhotoUrl,
-    addPhoto: async (lead, attachment) => {
-      await sdk.command("crm.lead.attachment.add", { id: lead.refId ?? lead.id, attachment });
-    },
-    removePhoto: async (lead, attachment) => {
-      await sdk.command("crm.lead.attachment.remove", { id: lead.refId ?? lead.id, attachmentId: attachment.id });
-    },
-    // Photos are NOT sent in the create payload — they persist via the dedicated
-    // crm.lead.attachment.add command, keyed by the freshly-created lead's id (§ postman #24).
-    createLead: async (input) => {
-      const { photos, ...rest } = input;
-      // bffCommand (not sdk.command) so the backend's duplicate_lead / validation message
-      // reaches the toast instead of the SDK's opaque "data command failed: 400".
-      const created = await bffCommand<{ id: string }>("crm.lead.create", rest);
-      for (const attachment of photos ?? []) {
-        await sdk.command("crm.lead.attachment.add", { id: created.id, attachment });
-      }
-      refetch();
-    },
-    updateLead: (lead, patch) => cmd("crm.lead.update", { id: lead.refId ?? lead.id, patch }),
-    updateStatus: (lead, status, note) => cmd("crm.lead.updateStatus", { id: lead.refId ?? lead.id, status, ...(note ? { note } : {}) }),
-    assign: (lead, assigneeId) => cmd("crm.lead.assign", { id: lead.refId ?? lead.id, assigneeId }),
-    // Push into the verification queue. Idempotent server-side (returns the existing verification
-    // if the lead was already sent). Refetch so the lead's verificationId lands and the guard persists.
-    sendForVerification: async (lead) => {
-      await sdk.command("crm.lead.sendForVerification", { id: lead.refId ?? lead.id });
-      refetch();
-    },
-    refetch,
-  };
-}
-
-/* ---- public hook: pick the implementation at module-config time --------- */
-
-const SHELL = isShellConfigured();
-
-export function useLeadsData(): LeadsData {
-  // SHELL is a build-time constant, so the same hook path runs every render (Rules-of-Hooks safe).
-  return SHELL ? useLiveLeads() : useMockLeads();
-}
@@ -0,0 +1,201 @@
+"use client";
+
+// Projects data layer. Serves EITHER the local mock (when the Shell isn't
+// configured — the polished demo keeps working) OR the live be-crm data door
+// (crm.project.*), behind one interface so the component is mode-agnostic.
+// Mirrors team-api.ts.
+//
+// Live contract (be-crm):
+//   query  crm.project.list      { perPage }          -> { items: ProjectDTO[], meta }
+//   cmd    crm.project.create    { name, status?, value?, address?, dueDate?, ... }
+//   cmd    crm.project.setStatus { id, status }
+//   cmd    crm.project.remove    { id }
+//
+// be-crm's Project model is generic (name/status/value/owner/address/dates) —
+// it has no stage, job type, progress or health score. Those are mock-only
+// fields (undefined in live mode); the Projects screen renders a leaner
+// column set when `live` is true.
+
+import { useCallback, useMemo, useState } from "react";
+import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
+import { isShellConfigured } from "./appshell";
+import {
+  collectionsFor, constructionLeads, pipelineLeads,
+  type CollectionRecord, type ConstructionStatus,
+} from "@/components/dashboard/projects-data";
+
+export type UiCollectionRecord = CollectionRecord;
+
+/* ---- UI-facing shapes ---------------------------------------------------- */
+
+// "lead" / "archived" round out the mock's four (active/complete/stuck/followup)
+// so every be-crm ProjectStatus has somewhere to map to.
+export type UiProjectStatus = ConstructionStatus | "lead" | "archived";
+
+export interface UiProject {
+  id: string;
+  name: string;
+  address: string | null;
+  status: UiProjectStatus;
+  stage: string | null; // mock only
+  jobType: string | null; // mock only
+  agent: string;
+  progress: number | null; // mock only
+  health: number | null; // mock only
+  value: number | null; // dollars
+  dueDate: string | null;
+  createdAgo: string | null; // mock pipeline leads only
+  collections: UiCollectionRecord[] | null; // mock only — no billing backend yet
+  isLead: boolean; // true → "Pipeline Leads" tab
+}
+
+export interface NewProjectInput {
+  name: string;
+  status: UiProjectStatus;
+  value?: number; // dollars
+}
+
+export interface ProjectsData {
+  live: boolean;
+  loading: boolean;
+  error: string | null;
+  projects: UiProject[];
+  create: (p: NewProjectInput) => Promise<void>;
+  setStatus: (id: string, status: UiProjectStatus) => Promise<void>;
+  remove: (id: string) => Promise<void>;
+  refetch: () => void;
+}
+
+export const STATUS_LABEL: Record<UiProjectStatus, string> = {
+  lead: "Lead", active: "Active", complete: "Complete", stuck: "Stuck", followup: "Follow-up", archived: "Archived",
+};
+export const STATUS_TONE: Record<UiProjectStatus, string> = {
+  lead: "purple", active: "green", complete: "blue", stuck: "red", followup: "orange", archived: "muted",
+};
+// Quick-filter chips only cover the four "in-flight job" statuses (mirrors the design).
+export const QUICK_FILTERS: UiProjectStatus[] = ["active", "complete", "stuck", "followup"];
+
+/* ---- mock → UI ------------------------------------------------------------ */
+
+function mockConstruction(c: (typeof constructionLeads)[number], index: number): UiProject {
+  return {
+    id: c.id, name: c.name, address: c.address, status: c.status, stage: c.stage, jobType: c.jobType,
+    agent: c.agent, progress: c.progress, health: c.health, value: c.value, dueDate: null, createdAgo: null,
+    collections: collectionsFor(c, index), isLead: false,
+  };
+}
+function mockPipeline(p: (typeof pipelineLeads)[number]): UiProject {
+  return {
+    id: p.id, name: p.name, address: p.address, status: "lead", stage: p.stage, jobType: p.jobType,
+    agent: p.agent, progress: null, health: null, value: null, dueDate: null, createdAgo: p.createdAgo,
+    collections: [], isLead: true,
+  };
+}
+
+/* ======================================================================== */
+/* Mock implementation (no Shell configured)                                */
+/* ======================================================================== */
+
+let mockSeq = 1;
+
+function useMockProjects(): ProjectsData {
+  const [projects, setProjects] = useState<UiProject[]>(() => [
+    ...constructionLeads.map(mockConstruction),
+    ...pipelineLeads.map(mockPipeline),
+  ]);
+
+  const create = useCallback(async (p: NewProjectInput) => {
+    const isLead = p.status === "lead";
+    const next: UiProject = {
+      id: `new_${mockSeq++}`, name: p.name, address: null, status: p.status,
+      stage: isLead ? "New Inquiry" : "New Lead", jobType: null, agent: "Unassigned",
+      progress: isLead ? null : 0, health: isLead ? null : 70, value: isLead ? null : (p.value ?? null),
+      dueDate: null, createdAgo: isLead ? "Just now" : null, collections: [], isLead,
+    };
+    setProjects((l) => [next, ...l]);
+  }, []);
+  const setStatus = useCallback(async (id: string, status: UiProjectStatus) => {
+    setProjects((l) => l.map((p) => (p.id === id ? { ...p, status, isLead: status === "lead" } : p)));
+  }, []);
+  const remove = useCallback(async (id: string) => { setProjects((l) => l.filter((p) => p.id !== id)); }, []);
+
+  return { live: false, loading: false, error: null, projects, create, setStatus, remove, refetch: () => {} };
+}
+
+/* ======================================================================== */
+/* Live implementation (be-crm data door)                                   */
+/* ======================================================================== */
+
+type BackendStatus = "lead" | "active" | "on_hold" | "won" | "lost" | "archived";
+const BACKEND_TO_UI: Record<BackendStatus, UiProjectStatus> = {
+  lead: "lead", active: "active", on_hold: "stuck", won: "complete", lost: "followup", archived: "archived",
+};
+const UI_TO_BACKEND: Record<UiProjectStatus, BackendStatus> = {
+  lead: "lead", active: "active", stuck: "on_hold", complete: "won", followup: "lost", archived: "archived",
+};
+
+interface ProjectAddressDTO { line1?: string | null; city?: string | null; state?: string | null; postalCode?: string | null }
+interface ProjectDTO {
+  id: string; name: string; status: BackendStatus; ownerPrincipalId: string | null;
+  value: number | null; address: ProjectAddressDTO | null; dueDate: string | null;
+}
+interface MemberRef { principalId: string; displayName: string | null; jobTitle: string | null }
+
+const fmtAddress = (a: ProjectAddressDTO | null): string | null => {
+  if (!a) return null;
+  const cityState = [a.city, a.state].filter(Boolean).join(" ");
+  const parts = [a.line1, [cityState, a.postalCode].filter(Boolean).join(" ")].filter(Boolean);
+  return parts.length ? parts.join(", ") : null;
+};
+
+function useLiveProjects(): ProjectsData {
+  const { sdk } = useAppShell();
+  const listQ = useQuery<{ items: ProjectDTO[] }>("crm.project.list", { perPage: 100 });
+  // Resolve ownerPrincipalId → a real name for the "Owner" column (crm.project.list
+  // only returns the raw id).
+  const membersQ = useQuery<{ items: MemberRef[] }>("crm.team.member.search", { perPage: 100 });
+
+  const refetch = useCallback(() => { listQ.refetch(); membersQ.refetch(); }, [listQ, membersQ]);
+  const cmd = useCallback(async (action: string, variables: Record<string, unknown>) => {
+    await sdk.command(action, variables);
+    refetch();
+  }, [sdk, refetch]);
+
+  const nameByPrincipal = useMemo(() => {
+    const m = new Map<string, string>();
+    for (const it of membersQ.data?.items ?? []) if (it.principalId) m.set(it.principalId, it.displayName || it.jobTitle || it.principalId);
+    return m;
+  }, [membersQ.data]);
+
+  const projects: UiProject[] = useMemo(() => (listQ.data?.items ?? []).map((d) => ({
+    id: d.id, name: d.name, address: fmtAddress(d.address),
+    status: BACKEND_TO_UI[d.status] ?? "active",
+    stage: null, jobType: null,
+    agent: d.ownerPrincipalId ? (nameByPrincipal.get(d.ownerPrincipalId) ?? "Unassigned") : "Unassigned",
+    progress: null, health: null,
+    value: d.value != null ? d.value / 100 : null, // minor units → dollars
+    dueDate: d.dueDate, createdAgo: null, collections: null, isLead: d.status === "lead",
+  })), [listQ.data, nameByPrincipal]);
+
+  return {
+    live: true,
+    loading: listQ.loading || membersQ.loading,
+    error: (listQ.error ?? membersQ.error)?.message ?? null,
+    projects,
+    create: (p) => cmd("crm.project.create", {
+      name: p.name, status: UI_TO_BACKEND[p.status],
+      ...(p.value != null ? { value: Math.round(p.value * 100) } : {}),
+    }),
+    setStatus: (id, status) => cmd("crm.project.setStatus", { id, status: UI_TO_BACKEND[status] }),
+    remove: (id) => cmd("crm.project.remove", { id }),
+    refetch,
+  };
+}
+
+/* ---- public hook: pick the implementation at module-config time --------- */
+
+const SHELL = isShellConfigured();
+
+export function useProjectsData(): ProjectsData {
+  return SHELL ? useLiveProjects() : useMockProjects();
+}
@@ -1,276 +0,0 @@
-"use client";
-
-// Lead Verification data layer. Serves EITHER the local mock (when the Shell isn't configured —
-// the demo keeps working) OR the live be-crm data door (crm.leadVerification.*), behind one
-// interface so the verification desk is mode-agnostic. Mirrors team-api.ts / leads-api.ts.
-//
-// Live contract (be-crm):
-//   query crm.leadVerification.search { query?, status?, source?, assigneeId?, page?, perPage? }
-//                                                        -> { items: VerificationRowDTO[], meta }
-//   query crm.leadVerification.get    { id }             -> VerificationDTO (+ activities)
-//   query crm.leadVerification.stats  {}                 -> { verified, in_progress, assigned, pending, unverified }
-//   cmd   crm.leadVerification.verify        { id, notes? }      -> { verification, lead }  (promotes → Lead)
-//   cmd   crm.leadVerification.markUnverified { id, reason? }    -> VerificationDTO
-//   cmd   crm.leadVerification.assign        { id, assigneeId }  -> VerificationDTO
-//   cmd   crm.leadVerification.reassign      { id, assigneeId? } -> VerificationDTO (→ in_progress)
-//   cmd   crm.leadVerification.moveToPending { id }              -> VerificationDTO
-//   query crm.team.member.search { perPage }  (reused) -> assignee picker options
-
-import { useCallback, useMemo, useState } from "react";
-import { useAppShell, useQuery } from "@abe-kap/appshell-sdk/react";
-import { isShellConfigured } from "./appshell";
-import {
-  V_LEADS as seedVLeads, V_ASSIGNEES,
-  type VLead, type VStatus, type VActivity,
-} from "@/components/dashboard/verify-data";
-
-export interface Assignee { id: string; name: string; initials: string }
-
-export interface VerifyData {
-  live: boolean; loading: boolean; error: string | null;
-  leads: VLead[];
-  total: number;
-  counts: Record<VStatus, number>;
-  assignees: Assignee[];
-  /** Hydrate a single record's detail (notes, activity, verifiedAt) — synthesized in mock mode. */
-  getVerification: (lead: VLead) => Promise<VLead>;
-  verify: (lead: VLead, notes?: string) => Promise<void>;
-  markUnverified: (lead: VLead, reason?: string) => Promise<void>;
-  assign: (lead: VLead, assigneeId: string) => Promise<void>;
-  reassign: (lead: VLead, assigneeId?: string) => Promise<void>;
-  moveToPending: (lead: VLead) => Promise<void>;
-  refetch: () => void;
-}
-
-/* ---- helpers ------------------------------------------------------------ */
-
-const initialsOf = (name: string) =>
-  name.split(/\s+/).filter(Boolean).slice(0, 2).map((p) => p[0]).join("").toUpperCase() || "?";
-
-/** Resolve an assignee ref to a display name. be-crm echoes the raw principalId as the `name`,
- *  so prefer the local assignee list (principalId → real name); fall back to a backend name only
- *  when it isn't just the id, then to the id itself. Mirrors leads-api's resolveMemberName. */
-function resolveAssigneeName(id: string, backendName: string, assignees: Assignee[]): string {
-  const a = id ? assignees.find((x) => x.id === id) : undefined;
-  if (a) return a.name;
-  if (backendName && backendName !== id) return backendName;
-  return backendName || id;
-}
-const prettyDate = (iso?: string | null): string => {
-  if (!iso) return "—";
-  const then = Date.parse(iso);
-  if (Number.isNaN(then)) return iso;
-  return new Date(then).toLocaleDateString(undefined, { day: "numeric", month: "short", year: "numeric" });
-};
-const prettyDateTime = (iso?: string | null): string | undefined => {
-  if (!iso) return undefined;
-  const then = Date.parse(iso);
-  if (Number.isNaN(then)) return iso;
-  return new Date(then).toLocaleString(undefined, { day: "numeric", month: "short", year: "numeric", hour: "numeric", minute: "2-digit" });
-};
-
-const EMPTY_COUNTS: Record<VStatus, number> = { verified: 0, in_progress: 0, assigned: 0, pending: 0, unverified: 0 };
-
-const SUB_STATUS_DEFAULT: Record<VStatus, string> = {
-  verified: "Verified", in_progress: "Verifying Identity", assigned: "Assigned",
-  pending: "Pending Review", unverified: "Unverified",
-};
-
-/* ---- be-crm DTO types (defensive: backend is greenfield) ---------------- */
-
-interface VerificationRowDTO {
-  id: string; code: string; name: string; initials?: string;
-  address?: string; phone?: string; source?: string;
-  assignee?: { id?: string; initials?: string; name: string } | null;
-  status?: VStatus; verification?: string; createdAt?: string;
-}
-interface ActivityDTO { text: string; occurredAt?: string; time?: string; actorLabel?: string; who?: string }
-interface VerificationDTO extends VerificationRowDTO {
-  email?: string; notes?: string; verifiedAt?: string; activities?: ActivityDTO[];
-}
-
-/* ---- DTO → UI VLead ----------------------------------------------------- */
-
-function rowToVLead(d: VerificationRowDTO, assignees: Assignee[] = []): VLead {
-  const status = (d.status ?? "pending") as VStatus;
-  let assignee: VLead["assignee"] = null;
-  if (d.assignee) {
-    const id = d.assignee.id ?? "";
-    const name = resolveAssigneeName(id, d.assignee.name, assignees);
-    assignee = { id, initials: d.assignee.initials || initialsOf(name), name };
-  }
-  return {
-    id: d.code || d.id,
-    refId: d.id,
-    initials: d.initials || (d.name ? d.name[0].toUpperCase() : "?"),
-    name: d.name ?? "",
-    address: d.address ?? "",
-    phone: d.phone ?? "",
-    source: d.source ?? "",
-    assignee,
-    status,
-    verification: d.verification ?? SUB_STATUS_DEFAULT[status],
-    created: prettyDate(d.createdAt),
-  };
-}
-
-function detailToVLead(d: VerificationDTO, fallback: VLead, assignees: Assignee[] = []): VLead {
-  const base = rowToVLead(d, assignees);
-  return {
-    ...base,
-    email: d.email,
-    notes: d.notes,
-    verifiedAt: prettyDateTime(d.verifiedAt),
-    createdAt: prettyDateTime(d.createdAt) ?? fallback.createdAt,
-    activity: d.activities?.length
-      ? d.activities.map<VActivity>((a) => ({
-          text: a.text,
-          time: prettyDateTime(a.occurredAt) ?? a.time ?? "",
-          who: a.actorLabel ?? a.who ?? "System",
-        }))
-      : undefined,
-  };
-}
-
-/* ======================================================================== */
-/* Mock implementation (no Shell configured)                                */
-/* ======================================================================== */
-
-function useMockVerify(): VerifyData {
-  const [leads, setLeads] = useState<VLead[]>(() => seedVLeads);
-
-  const counts = useMemo(() => {
-    const m = { ...EMPTY_COUNTS };
-    for (const l of leads) m[l.status] += 1;
-    return m;
-  }, [leads]);
-
-  const assignees = useMemo<Assignee[]>(
-    () => V_ASSIGNEES.map((name) => ({ id: name, name, initials: initialsOf(name) })),
-    [],
-  );
-
-  const patch = useCallback((lead: VLead, next: Partial<VLead>) => {
-    setLeads((l) => l.map((x) => (x.id === lead.id ? { ...x, ...next } : x)));
-  }, []);
-
-  const getVerification = useCallback(async (lead: VLead) => lead, []);
-  const verify = useCallback(async (lead: VLead) => {
-    patch(lead, { status: "verified", verification: "Verified" });
-  }, [patch]);
-  const markUnverified = useCallback(async (lead: VLead) => {
-    patch(lead, { status: "unverified", verification: "Unverified" });
-  }, [patch]);
-  const assign = useCallback(async (lead: VLead, assigneeId: string) => {
-    const a = assignees.find((x) => x.id === assigneeId);
-    patch(lead, { status: "assigned", verification: "Assigned", assignee: a ? { id: a.id, initials: a.initials, name: a.name } : lead.assignee });
-  }, [assignees, patch]);
-  const reassign = useCallback(async (lead: VLead, assigneeId?: string) => {
-    const a = assigneeId ? assignees.find((x) => x.id === assigneeId) : undefined;
-    patch(lead, { status: "in_progress", verification: "Verifying Identity", ...(a ? { assignee: { id: a.id, initials: a.initials, name: a.name } } : {}) });
-  }, [assignees, patch]);
-  const moveToPending = useCallback(async (lead: VLead) => {
-    patch(lead, { status: "pending", verification: "Pending Review" });
-  }, [patch]);
-
-  return {
-    live: false, loading: false, error: null,
-    leads, total: leads.length, counts, assignees,
-    getVerification, verify, markUnverified, assign, reassign, moveToPending, refetch: () => {},
-  };
-}
-
-/* ======================================================================== */
-/* Live implementation (be-crm data door)                                   */
-/* ======================================================================== */
-
-interface Page<T> { items: T[]; meta?: { total?: number } }
-interface MemberDTO { id: string; principalId?: string; displayName?: string | null; firstName?: string | null; lastName?: string | null; jobTitle?: string | null }
-
-function useLiveVerify(): VerifyData {
-  const { sdk } = useAppShell();
-  // A collection read may come back as { items, meta } OR as a bare array (§6) — tolerate both.
-  const listQ = useQuery<Page<VerificationRowDTO> | VerificationRowDTO[]>("crm.leadVerification.search", { perPage: 100 });
-  const statsQ = useQuery<Partial<Record<VStatus, number>>>("crm.leadVerification.stats", {});
-  const membersQ = useQuery<{ items: MemberDTO[] }>("crm.team.member.search", { perPage: 100 });
-
-  const refetch = useCallback(() => { listQ.refetch(); statsQ.refetch(); }, [listQ, statsQ]);
-
-  // be-crm resolves the assignee ref by principalId, so send that (not the opaque member id).
-  // This list also lets us resolve an assignee id → real name for display (be-crm echoes the id).
-  const assignees = useMemo<Assignee[]>(() => (membersQ.data?.items ?? []).map((m) => {
-    const name = m.displayName?.trim()
-      || [m.firstName, m.lastName].filter(Boolean).join(" ").trim()
-      || m.jobTitle?.trim()
-      || `Member ${(m.principalId ?? m.id).slice(0, 6)}`;
-    return { id: m.principalId ?? m.id, name, initials: initialsOf(name) };
-  }), [membersQ.data]);
-
-  const rawItems = useMemo(
-    () => (Array.isArray(listQ.data) ? listQ.data : listQ.data?.items ?? []),
-    [listQ.data],
-  );
-  const base = useMemo(() => rawItems.map((d) => rowToVLead(d, assignees)), [rawItems, assignees]);
-
-  // Optimistic status overrides keyed by lead id. After a transition command we patch the row
-  // locally so the Status column updates immediately, even if the server's search read lags
-  // (read-after-write). An override always reflects the user's last action, so it stays correct
-  // whether the refetch is stale or fresh — no reconciliation needed.
-  const [overrides, setOverrides] = useState<Record<string, Partial<VLead>>>({});
-
-  const leads = useMemo(
-    () => base.map((l) => (overrides[l.id] ? { ...l, ...overrides[l.id] } : l)),
-    [base, overrides],
-  );
-
-  // Run a transition command, then optimistically patch the row + refetch to reconcile.
-  const mutate = useCallback(async (lead: VLead, patch: Partial<VLead>, action: string, variables: Record<string, unknown>) => {
-    await sdk.command(action, variables);
-    setOverrides((o) => ({ ...o, [lead.id]: { ...o[lead.id], ...patch } }));
-    refetch();
-  }, [sdk, refetch]);
-
-  // Derive tile counts from the (optimistically patched) rows so they move in lockstep with the
-  // table. With perPage 100 this covers the loaded queue; a transition reflects immediately.
-  const counts = useMemo(() => {
-    const m = { ...EMPTY_COUNTS };
-    for (const l of leads) m[l.status] += 1;
-    return m;
-  }, [leads]);
-
-  const getVerification = useCallback(async (lead: VLead): Promise<VLead> => {
-    const dto = await sdk.query<VerificationDTO>("crm.leadVerification.get", { id: lead.refId ?? lead.id });
-    return detailToVLead(dto, lead, assignees);
-  }, [sdk, assignees]);
-
-  return {
-    live: true,
-    loading: listQ.loading || statsQ.loading,
-    error: (listQ.error ?? statsQ.error)?.message ?? null,
-    leads,
-    total: (Array.isArray(listQ.data) ? undefined : listQ.data?.meta?.total) ?? leads.length,
-    counts,
-    assignees,
-    getVerification,
-    verify: (lead, notes) => mutate(lead, { status: "verified", verification: "Verified" },
-      "crm.leadVerification.verify", { id: lead.refId ?? lead.id, ...(notes ? { notes } : {}) }),
-    markUnverified: (lead, reason) => mutate(lead, { status: "unverified", verification: "Unverified" },
-      "crm.leadVerification.markUnverified", { id: lead.refId ?? lead.id, ...(reason ? { reason } : {}) }),
-    assign: (lead, assigneeId) => mutate(lead, { status: "assigned", verification: "Assigned" },
-      "crm.leadVerification.assign", { id: lead.refId ?? lead.id, assigneeId }),
-    reassign: (lead, assigneeId) => mutate(lead, { status: "in_progress", verification: "Verifying Identity" },
-      "crm.leadVerification.reassign", { id: lead.refId ?? lead.id, ...(assigneeId ? { assigneeId } : {}) }),
-    moveToPending: (lead) => mutate(lead, { status: "pending", verification: "Pending Review" },
-      "crm.leadVerification.moveToPending", { id: lead.refId ?? lead.id }),
-    refetch,
-  };
-}
-
-/* ---- public hook: pick the implementation at module-config time --------- */
-
-const SHELL = isShellConfigured();
-
-export function useVerifyData(): VerifyData {
-  // SHELL is a build-time constant, so the same hook path runs every render (Rules-of-Hooks safe).
-  return SHELL ? useLiveVerify() : useMockVerify();
-}
Author	SHA1	Message	Date
abe-kap	b8cdebd96a	Merge remote-tracking branch 'origin/goutamnextflow' into feat/projects # Conflicts: # src/app/dashboard/dashboard.css # src/components/dashboard/dashboard.tsx # src/components/dashboard/ui.tsx	2026-07-23 12:52:13 -04:00
abe-kap	948b38a016	Merge remote-tracking branch 'origin/goutamnextflow' into feat/projects # Conflicts: # src/app/dashboard/dashboard.css # src/components/dashboard/dashboard.tsx	2026-07-22 17:26:45 -04:00
abe-kap	d44cacb778	feat(projects): add the Projects CRM module	2026-07-22 17:19:23 -04:00