feat: channels on the direct-IIOS path — kernel-client + KernelClientAdapter

- iios-kernel-client: RestClient.discoverThreads (GET /v1/threads/discover) +
  leaveThread (DELETE /v1/threads/:id/me); DiscoveredThread type
- KernelClientAdapter implements the four channel methods: browseChannels maps
  discovered public channels → ChannelSummary; createChannel → createThread
  (membership=channel, ADMIN, visibility/topic metadata); joinChannel →
  socket.openThread (governed public self-join); leaveChannel → rest.leaveThread
- adapter channel test over the fake transport (13 kernel-adapter tests); 57 green

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

.claude/memory/MEMORY.md

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

.claude/memory/feedback_generic_safety.md

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

.claude/memory/feedback_workflow.md

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

.claude/memory/project_iios_overview.md

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

.claude/memory/project_recent_features.md

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

.claude/memory/reference_chat_web_consumer.md

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

.claude/memory/reference_run_and_test.md

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

.gitea/workflows/publish-sdks.yml

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

.npmrc

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

CLAUDE.md

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

PUBLISHING.md

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

docs/DEPLOYMENT.md

@@ -54,6 +54,10 @@ for the full, commented list. Highlights:
   app scopes. The dev HS256 path (`APP_SECRETS`) stays for local/tests.
 - **Media storage:** `MEDIA_DIR` + `PUBLIC_URL` configure the **dev** local-disk store; for
   prod, bind the `StoragePort` to object storage (see topology) — the API/SDK don't change.
+- **Notifications (Web Push):** set `VAPID_PUBLIC_KEY` / `VAPID_PRIVATE_KEY` / `VAPID_SUBJECT`
+  to enable push (unset → the engine no-ops). ⚠️ Presence (the "are you viewing this thread?"
+  gate) is **in-memory / single-instance** today — with N>1 replicas, back `PresenceService`
+  with Redis so the projector on one replica sees focus from another.
 - **⚠️ `IIOS_DEV_TOKENS` MUST be `0`/unset in production.** It exposes `/v1/dev/*`
   (unauthenticated token minting, webhook injection, chaos, retention sweep). This is the
   single most important prod-hardening flag.

docs/IIOS_API_AND_SDK_GUIDE.md

@@ -243,6 +243,54 @@ sequenceDiagram
 
 ---
 
+### 5.11 Notifications (push, presence-gated)
+
+The engine reacts to `message.sent` and pushes to **absent** recipients through a swappable
+**NotificationPort** (Web Push/VAPID now; email/FCM later). The DB holds only push
+subscriptions + a per-thread mute flag; the reusable "who has an unread" feed stays `IiosInboxItem`.
+
+| Method | Path | Body | Returns |
+|---|---|---|---|
+| GET | `/v1/notifications/vapid-public-key` | — | `{key}` — the public VAPID key the client needs to subscribe |
+| POST | `/v1/notifications/subscribe` | `{kind?, endpoint, keys:{p256dh, auth}, userAgent?}` | `{ok:true}` — store/refresh the caller's push subscription |
+| DELETE | `/v1/notifications/subscribe` | `{endpoint}` | `{ok:true}` |
+| POST | `/v1/threads/:id/mute` · `/unmute` | — | `{threadId, muted}` — per-thread notification mute for the caller |
+
+**Presence (socket):** the app emits `focus_thread` `{threadId | null}` on the `/message`
+namespace whenever the foreground conversation changes (or the tab blurs). This is how the
+engine knows you're *viewing* a thread — **room membership ≠ viewing**, because the sidebar
+joins every thread room for live updates. `GET /v1/threads` returns each thread's `muted`.
+
+**The three gates (fail-closed, in the notification policy — not the kernel):**
+1. **Policy** — DM always; a group message only if you were `@`-mentioned **or** it's a reply to you.
+2. **Presence** — skip if you're currently focused on that thread (you saw it live).
+3. **Mute** — skip if you muted the thread.
+A dead subscription (Web Push `404/410`) is pruned. DM-vs-group is read from the opaque
+`membership` thread attribute here in the *notification policy*; the kernel never branches on it.
+
+```mermaid
+flowchart TB
+  SENT["message.sent (outbox → bus)"] --> PROJ["NotificationProjector"]
+  PROJ --> LOOP{{"for each recipient (never the sender)"}}
+  LOOP --> G1{"POLICY: DM? · @mention? · reply-to-you?"}
+  G1 -->|no| X1["skip"]
+  G1 -->|yes| G2{"PRESENCE: focused on this thread?"}
+  G2 -->|yes| X2["skip — seen live"]
+  G2 -->|no| G3{"MUTE: thread muted?"}
+  G3 -->|yes| X3["skip"]
+  G3 -->|no| SUBS["load subscriptions"] --> PORT["NotificationPort.deliver()"]
+  PORT --> WP["Web Push (VAPID)"]
+  WP -->|sent| OUT["→ browser push service → service worker → OS notification"]
+  WP -->|"gone (404/410)"| PRUNE["prune dead subscription"]
+```
+
+**Client (SDK layer, `lib/notifications.ts` → belongs in `@insignia/iios-kernel-client`):**
+`registerPush()` (permission → register service worker → `PushManager.subscribe` with the
+VAPID key → POST the subscription), `muteThread(threadId, muted)`, and `MessageSocket.focus(threadId)`.
+A service worker renders the OS notification on `push` and deep-links to the thread on click.
+
+---
+
 ## 6. SDK reference
 
 Two layers: a low-level `RestClient` (+ socket) and per-domain React hook packages.
@@ -256,6 +304,7 @@ Methods (all return typed promises):
 - **Messaging:** `listThreads()`, `createThread({membership?, creatorRole?, subject?})`, `addParticipant(threadId, userId, role?)`, `getThreadMessages(threadId)`, `sendMessage(threadId, content, {attachment?, parentInteractionId?, mentions?, idempotencyKey?})`
 - **Reactions / pins / saves (annotations):** `MessageSocket.react(threadId, interactionId, emoji)` · `pin(...)` · `save(...)` (generic `annotate` under the hood); `listMyAnnotated('save')` for a cross-thread saved list. Subscribe to the `annotation` event for live updates.
 - **Media:** `uploadMedia(file, {onProgress?}) → {contentRef, mimeType, sizeBytes, checksumSha256, kind}` (presign → PUT-with-progress → normalized ref); `mediaUrl(contentRef) → signed view URL` (cached, short-lived). *This plumbing is identical for every app, so it lives in the SDK; the app only renders by `kind`.*
+- **Notifications:** `registerPush()` (service worker + `PushManager.subscribe` + POST subscription), `muteThread(threadId, muted)`, `MessageSocket.focus(threadId)` (presence signal). The engine (projector + Web Push port) is server-side; the SDK/app own registration + rendering.
 - **Inbox:** `listInboxItems(state?)`, `patchInboxItem(id, {state, reason?})`
 - **Support:** `createTicket({subject, priority?, threadId?})`, `escalate(threadId, subject?)`, `listTickets('mine'|'assigned')`, `patchTicket(id, state)`, `requestCallback({...})`, `createQueue(name)`, `joinQueue(id)`, `joinDefaultQueue()`, `setAvailability(state)`
 - **Routing:** `createBinding(input)`, `listBindings()`, `simulateRoute({interactionId, originChannelType, originRef?})`, `listRouteDecisions(state?)`, `approveDecision(id)`, `denyDecision(id)`
@@ -333,7 +382,7 @@ Run against a live service (from `packages/iios-service`, `node scripts/<name>`)
 | `smoke-capability.mjs` | governed egress + real HTTP provider (needs `IIOS_PROVIDER_URL_EMAIL`) |
 | `smoke-tenant.mjs` | cross-tenant 403 + list isolation |
 
-Automated unit/integration suite: `pnpm test` (192 tests). Import-boundary check: `pnpm boundary`.
+Automated unit/integration suite: `pnpm test` (205 tests). Import-boundary check: `pnpm boundary`.
 
 ---
 
@@ -358,6 +407,7 @@ Automated unit/integration suite: `pnpm test` (192 tests). Import-boundary check
 | `MEDIA_DIR` | `<tmp>/iios-media` | local media storage dir (dev `StoragePort`) |
 | `MEDIA_SECRET` | `dev-media-secret` | signs media upload/download URLs |
 | `PUBLIC_URL` | `http://localhost:$PORT` | base used to build presigned media URLs |
+| `VAPID_PUBLIC_KEY` / `VAPID_PRIVATE_KEY` / `VAPID_SUBJECT` | — | Web Push (notifications). Unset → push disabled (engine no-ops). Generate once: `node -e "console.log(require('web-push').generateVAPIDKeys())"` |
 | `IIOS_DEV_TOKENS` | `0` | set `1` to enable `/v1/dev/*` |
 | `ADAPTER_SECRETS` | `{}` | per-channel HMAC secrets (default `dev-adapter-secret`) |
 | `IIOS_OUTBOUND_LIMIT` / `_WINDOW_MS` | `5` / `60000` | per-(channel,target) rate limit |

docs/IIOS_OVERVIEW_FOR_CEO.md

@@ -159,9 +159,9 @@ Each product SDK is a handful of React hooks — a front-end dev wires the UI, t
 | Calendar/Zoom providers | Simulated sync | P9 |
 | Multi-tenant scale, retention, SLOs | Not yet | P9 |
 
-**Proof it works:** 192 automated tests pass; every capability has a runnable demo and an end-to-end smoke script; the layer-boundary check enforces the architecture.
+**Proof it works:** 205 automated tests pass; every capability has a runnable demo and an end-to-end smoke script; the layer-boundary check enforces the architecture.
 
-**P9 has begun (real providers).** A production chat app (`chat-web`) now runs on IIOS with **real Supabase login** (the session port verifies real OIDC tokens via JWKS — the first stubbed port turned real), plus richer chat built generically on the kernel: **emoji reactions, pinned & saved messages, @mentions → inbox, and media sharing** (images/video/audio/docs on a swappable storage port). Each was a thin, generic addition — no chat-specific logic in the kernel — which is the reuse thesis paying off.
+**P9 has begun (real providers).** A production chat app (`chat-web`) now runs on IIOS with **real Supabase login** (the session port verifies real OIDC tokens via JWKS — the first stubbed port turned real), plus richer chat built generically on the kernel: **emoji reactions, pinned & saved messages, @mentions → inbox, media sharing** (images/video/audio/docs on a swappable storage port), and **presence-gated push notifications** (Web Push via a swappable notification port). Each was a thin, generic addition — no chat-specific logic in the kernel — which is the reuse thesis paying off.
 
 ---
 
@@ -177,4 +177,4 @@ Narrative arc for the CEO: **one engine → chat → inbox → support → chann
 
 ---
 
-*Appendix — repo facts: 11 packages, 6 demo apps, one NestJS service, 53 Postgres tables across 19 migrations (kernel → messaging → inbox → support → adapters → routing → ai → calendar → annotations/mentions → media). Boundary-enforced dependency law; 192 passing tests; 8+ end-to-end smoke scripts. First real-provider swap live: Supabase auth (JWKS-verified) + a media storage port.*
+*Appendix — repo facts: 11 packages, 6 demo apps, one NestJS service, 54 Postgres tables across 20 migrations (kernel → messaging → inbox → support → adapters → routing → ai → calendar → annotations/mentions → media → notifications). Boundary-enforced dependency law; 205 passing tests; 8+ end-to-end smoke scripts. First real-provider swaps live: Supabase auth (JWKS-verified), a media storage port, and Web Push notifications.*

docs/email-attachments-plan.md

@@ -0,0 +1,67 @@
+# Email Attachments — Implementation Plan
+
+**Owner:** Maaz · **Repo:** `iios` (`packages/iios-service`) · Extends the SMTP provider + mail plumbing.
+
+## Goal
+
+Let an external email carry attachments (e.g. an invoice PDF). The kernel already STORES attachments
+as message parts (`contentRef` + mime + size); the media `StoragePort` holds the bytes. The one gap is
+the **email envelope** — `SmtpProvider` (and the payload) don't carry attachments. Close that.
+
+## Design (locked)
+
+- **Payload carries REFS, not bytes:** the EMAIL payload gains
+  `attachments?: [{ filename, contentRef, mimeType? }]`. Refs keep the outbound-command ledger small
+  (and keep T8's PII redaction cheap) — bytes are fetched at send time.
+- **Resolver seam:** `AttachmentResolver = (contentRef) => Promise<{ filename?; content: Buffer; contentType? } | null>`.
+  `SmtpProvider` takes an optional resolver; on send it resolves each ref and attaches
+  (nodemailer `attachments: [{ filename, content, contentType }]`).
+- **Fail closed on a missing attachment:** if a declared attachment can't be resolved, the send is
+  `FAILED` (so it retries) — NOT sent without it. A receipt/invoice missing its file is worse than a
+  retry. (No resolver wired at all + attachments present → also FAILED, same reasoning.)
+- **Wiring:** `MediaModule` exports `STORAGE_PORT`; `CapabilityModule` imports `MediaModule`;
+  `CapabilityProviderRegistry` `@Optional() @Inject(STORAGE_PORT)` → builds the resolver from
+  `storage.get(contentRef)` → passes it to `SmtpProvider`. `@Optional` so contexts without storage
+  still boot (attachments simply can't resolve → FAILED if any are declared).
+- **Scope:** SMTP path only. The HTTP relay `EmailProvider` attachment support is a separate follow-up
+  (it would base64 the bytes into the relay POST). INTERNAL/mirror attachments already work via message
+  parts and are not this plan.
+
+## Files
+
+```
+src/capability/smtp.provider.ts        # attachments in EmailPayload + resolve+attach in send()
+src/capability/smtp.provider.spec.ts   # attach resolved bytes; missing → FAILED
+src/capability/capability.registry.ts  # inject STORAGE_PORT → resolver → SmtpProvider
+src/capability/capability.module.ts     # import MediaModule
+src/media/media.module.ts               # export STORAGE_PORT
+src/templates/templated-sender.ts       # accept + pass `attachments`
+src/mail/mail.service.ts                # accept + pass `attachments` (external send)
+```
+
+## Tasks (TDD)
+
+**T1 — SmtpProvider attaches / fails closed**
+- Inject a stub resolver. Tests: two refs → nodemailer `attachments` has both (filename + content +
+  contentType); a ref the resolver returns `null` for → outcome `FAILED`, nothing sent; no attachments
+  in payload → unchanged (plain send still SENT).
+
+**T2 — registry wires the resolver from STORAGE_PORT**
+- `MediaModule` exports `STORAGE_PORT`; `CapabilityModule` imports `MediaModule`; registry injects it
+  `@Optional`. Test: with a fake storage bound, `forChannel('EMAIL')` SMTP resolves an attachment;
+  without storage, the registry still constructs (attachments would FAIL, but boot is fine).
+
+**T3 — pass-through: TemplatedSender + MailService**
+- `sendTemplated`/`sendExternalWithMirror` accept `attachments` and place them in the EMAIL payload.
+  Tests: the outbound command's payload carries the attachment refs.
+
+**T4 — gate + real send**
+- Full suite + boundary + build. Manual: a real Ethereal send with a small attachment → SENT, and the
+  Ethereal message shows the attachment.
+
+## Risks
+- **Fail-closed is deliberate** — don't silently send an invoice email without the invoice.
+- **Payload holds refs, not bytes** — so the ledger and T8 redaction stay small; the resolver reads
+  bytes only at send time.
+- **`@Optional` storage** — a context without `STORAGE_PORT` boots fine but can't send attachments;
+  that's correct (fail-closed), not a silent drop.

docs/email-template-module-plan.md

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

docs/inbox-mirror-internal-delivery-plan.md

@@ -0,0 +1,113 @@
+# Inbox Mirror + INTERNAL Delivery — Implementation Plan
+
+**Owner:** Maaz · **Repo:** `iios` (`packages/iios-service`) · **Purpose:** every message the app
+sends appears in the customer's in-app inbox; and users can send app-to-app "mail" with no SMTP.
+
+## Goal
+
+Two capabilities on one mechanism:
+1. **Mirror** — when an external EMAIL is sent, also record it as an in-app interaction so the
+   customer sees a copy in their CRM inbox. Vivek: *"जो भी communication…उसकी एक copy inbox में चाहिए ही चाहिए."*
+2. **INTERNAL delivery** — a user sends a mail-style message (subject + body) to another user with
+   **no SMTP**; it lands only in the recipient's in-app inbox. Vivek: *"app-to-app…without smtp."*
+
+Both reduce to the same primitive: **render a template → create an `Interaction(kind=EMAIL)` with
+subject + HTML + TEXT parts on a thread.** External additionally does the SMTP send (already built).
+
+## Architectural guardrail (carried from the earlier inbox work)
+
+This is the **mail-style inbox (a projection over `Interaction`s)** — NOT the `InboxItem` work-surface.
+- An email/message becomes an `Interaction(kind=EMAIL)` on a thread. The inbox view lists interactions.
+- An `InboxItem` is created ONLY when the projector decides action is needed (NEEDS_REPLY/MENTION) —
+  that's the existing projector, unchanged. **We do not write InboxItems here.** Mixing them is the
+  KG-15 "inbox fatigue" failure.
+
+## What already exists (reuse, do NOT rebuild)
+
+- `IngestService.ingest(req, idempotencyKey)` — the generic create-an-interaction entry: resolves
+  source handle → actor → channel → thread, writes `Interaction` (kind from `req.kind`) + parts +
+  outbox event, idempotent per (scope, idempotencyKey). Inbound email already uses it to make
+  `EMAIL` interactions with HTML/TEXT parts — **the exact model for the outbound mirror.**
+- `TemplateService.render()` (exported) → `{subject, html, text}`.
+- `TemplatedSender.sendTemplated()` → SMTP egress (built).
+- `IiosMessagePartKind` has `HTML` + `TEXT`; `IiosInteractionKind` has `EMAIL`.
+
+## Design (locked)
+
+- **New `MailService`** (new `src/mail/` module) orchestrates `TemplateService` + `IngestService` +
+  `TemplatedSender` + `ActorResolver`. Templates/outbound stay unaware of each other.
+  - `postInternal(...)` — render → `ingest()` an `EMAIL` interaction on a per-email thread. No SMTP.
+  - `sendExternalWithMirror(...)` — render → `TemplatedSender.sendTemplated()` (SMTP) → **and** mirror
+    via `ingest()` **iff the recipient is a registered user** (timing rule below).
+- **Visibility (resolved review finding):** `ingest()` creates the interaction + thread but adds NO
+  participants, and `listThreads` shows only threads where the caller is a participant. So after each
+  ingest the MailService `ensureParticipant`s **both** the sender's actor and the recipient's actor
+  (`ActorResolver.resolveActor` → `ensureParticipant`). Without this the mirror is invisible.
+- **`ingest()` returns `threadId`** — used directly to add the two participants.
+- **Rendered content → parts:** part 0 `HTML` (bodyHtml), part 1 `TEXT` (bodyText); `subject` → the
+  thread subject (email threads share a subject). Attachments are the separate attachments plan.
+- **Idempotency:** the ingest idempotencyKey = the send's key (e.g. `mirror:<stripe_session>`), so a
+  retried send never doubles the inbox copy.
+- **Reply/threading:** `parentInteractionId` for in-thread replies (already modeled); a mirrored
+  email's `inReplyTo` maps to the parent interaction.
+
+## The timing rule (locked, from the meeting)
+
+**Mirror only AFTER the recipient is registered.** The welcome/receipt go out *before* registration —
+there is no in-app inbox to mirror into yet. So `sendExternalWithMirror` mirrors only when the target
+resolves to a registered actor; pre-registration sends are email-only. Vivek: *"just time app pe
+register kar liya, uske baad se jitna communication…uske inbox mein chahiye."*
+
+## Thread model (DECIDED: one thread per email)
+
+**Each send is its own thread / inbox entry; a reply threads onto it.** Matches email semantics and
+pairs with the reply (`parentInteractionId`) feature. Implementation: the ingest `externalThreadId`
+is **derived from the send's idempotency key**, so a retried send reuses the same thread (no dupe)
+while distinct emails get distinct threads. A reply posts onto the parent's thread.
+
+## Files
+
+```
+src/mail/mail.service.ts        # new — postInternal, sendExternalWithMirror
+src/mail/mail.service.spec.ts   # new — DB-backed
+src/mail/mail.module.ts         # new — imports TemplateModule + AdaptersModule + interactions
+src/mail/mail.controller.ts     # new? — OR extend template.controller with a `deliverInternal` route
+```
+(Whether INTERNAL gets its own HTTP route or rides the template controller is a small call made at build time.)
+
+## Task-by-task (TDD) — pending the thread-model decision
+
+**T1 — `renderToParts()` helper**: `{subject,html,text}` → `IngestInteractionRequest.parts` +
+thread subject. Test: HTML+TEXT parts produced; empty parts omitted.
+
+**T2 — `postInternal()`**: render an INTERNAL template → `ingest()` an `EMAIL` interaction on the
+thread between sender + recipient (thread model per the decision). Test: interaction created with
+kind EMAIL + parts; idempotent per key; lands on the recipient's thread.
+
+**T3 — `sendExternalWithMirror()`**: render → `sendTemplated` (SMTP/sandbox) → mirror `ingest()`
+**only if** the recipient resolves to a registered actor. Test: registered → one outbound command +
+one mirror interaction; unregistered → outbound only, no mirror; idempotent (replay → no dupes).
+
+**T4 — controller/module wiring + HTTP verify** (route for INTERNAL send; mirror invoked from the
+external send path). Boot + drive over HTTP against the sandbox.
+
+**T5 — gate**: full suite + boundary + build; manual: send external → confirm a mirror interaction
+appears on the recipient's thread.
+
+## Out of scope (follow-ons)
+- **Frontend mail-inbox view** — surfacing `EMAIL` interactions as a mail-style inbox in the CRM
+  (the current CRM inbox is the InboxItem work-surface; the mail view is separate UI).
+- **Attachments** (separate plan). **Stripe webhook** (be-crm) — the trigger.
+
+## Risks
+- **Don't write InboxItems here** (KG-15). Interactions only; the projector owns InboxItems.
+- **Idempotency must cover BOTH** the SMTP send and the mirror ingest, or a retried webhook doubles
+  the inbox copy. Same key threaded through both.
+- **Unregistered recipients:** resolving "is this a registered user?" must be cheap and correct, or a
+  pre-registration send could either error or wrongly mirror into a non-existent inbox.
+- **Review finding — recipient participation:** `ingest()` resolves and attaches the *source* actor.
+  For the interaction to appear in the *recipient's* inbox, the **recipient must be a thread
+  participant.** T2/T3 must ensure this — either by making the thread's participant set include the
+  recipient at create time, or an explicit `ensureParticipant` after ingest. A mirror the recipient
+  isn't a participant of is invisible — silent failure. Cover it with an assertion in the tests
+  ("recipient can list the thread / the interaction shows in their inbox query").

docs/insignia-platform-live-state.md

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

docs/smtp-provider-plan.md

@@ -0,0 +1,139 @@
+# SMTP Provider — Implementation Plan
+
+**Owner:** Maaz · **Repo:** `iios` (`packages/iios-service`) · **Purpose:** make external email *actually leave the building* (welcome / receipt), the critical path for Friday.
+
+## Goal
+
+Add an `SmtpProvider` so the `EMAIL` channel delivers via real SMTP (`accounts@lynkeduppro.com`,
+fallback `ceo@lynkeduppro.com`) instead of the sandbox. The template module already renders and
+queues to the `EMAIL` channel; this is the one piece between "queued (SENT via sandbox)" and "the
+customer receives it." From the meeting: *"जो पहला जा रहा है, वो SMTP से जा रहा है, क्योंकि हमें तुरंत चाहिए."*
+
+## What already exists (do NOT rebuild)
+
+- `CapabilityProvider { name, channelTypes, capabilities, send(req) }` — the seam.
+- `CapabilityProviderRegistry` binds a provider per channel: **sandbox by default**; `EmailProvider`
+  (HTTP) when `IIOS_PROVIDER_URL_EMAIL` is set. Unknown channels fail closed.
+- `OutboundService.send` → `CapabilityBroker` (policy + obligations) → the bound provider. Idempotency,
+  rate limits, ledger, provenance all upstream — untouched.
+- `req.payload` for EMAIL is `{ subject, text, html, inReplyTo }` (from `TemplatedSender`).
+
+## Design decisions (locked)
+
+| # | Decision | Why |
+|---|---|---|
+| 1 | New `SmtpProvider implements CapabilityProvider`, `channelTypes=['EMAIL']`, via **nodemailer** | The established provider pattern; nodemailer is the standard SMTP client |
+| 2 | **Env-driven activation**, like `IIOS_PROVIDER_URL_EMAIL` | Off by default (sandbox); flip on by setting SMTP env — no code change to enable |
+| 3 | **Registry precedence for EMAIL: SMTP > HTTP > sandbox** | SMTP is the intended prod path; HTTP relay stays available; sandbox is the safe default |
+| 4 | **Transporter is injected** (constructor takes a `Transporter` or a factory) | SMTP is untestable against a live server in CI; inject a stub/`jsonTransport` to assert the envelope |
+| 5 | **Optional fallback sender** (`accounts@` primary → `ceo@` on failure) | The meeting's fallback: if the primary mailbox send fails, retry once via the fallback identity |
+| 6 | **Never throw** — a transport error returns `{ outcome: 'FAILED', errorCode }` | Adapter doctrine; the command is marked FAILED, the caller isn't broken |
+
+## Config (env)
+
+```
+IIOS_SMTP_HOST=smtp.<mail-host>          # e.g. smtp.gmail.com (Google Workspace)
+IIOS_SMTP_PORT=587
+IIOS_SMTP_SECURE=false                    # true for 465, false for 587/STARTTLS
+IIOS_SMTP_USER=accounts@lynkeduppro.com
+IIOS_SMTP_PASS=<app password>             # Workspace App Password, NOT the account password
+IIOS_SMTP_FROM="LynkedUp Pro <accounts@lynkeduppro.com>"   # defaults to USER
+# optional fallback identity used only if the primary send FAILS
+IIOS_SMTP_FALLBACK_USER=ceo@lynkeduppro.com
+IIOS_SMTP_FALLBACK_PASS=<app password>
+IIOS_SMTP_FALLBACK_FROM="Justin Johnson <ceo@lynkeduppro.com>"
+```
+
+Activation rule: `SmtpProvider` is bound for `EMAIL` iff `IIOS_SMTP_HOST` + `IIOS_SMTP_USER` +
+`IIOS_SMTP_PASS` are all set. Fallback transporter built only if the `_FALLBACK_*` trio is set.
+
+## Files
+
+```
+src/capability/smtp.provider.ts        # new — the provider
+src/capability/smtp.provider.spec.ts   # new — injected-transport tests
+src/capability/capability.registry.ts  # modify — bind SMTP for EMAIL when configured (precedence)
+package.json                           # add nodemailer + @types/nodemailer
+```
+
+## Contract
+
+```ts
+interface SmtpIdentity { host: string; port: number; secure: boolean; user: string; pass: string; from: string }
+
+class SmtpProvider implements CapabilityProvider {
+  readonly name = 'smtp';
+  readonly channelTypes = ['EMAIL'];
+  readonly capabilities = { canSend: true };
+  // `makeTransport` is injectable so tests pass a stub / nodemailer jsonTransport.
+  constructor(primary: SmtpIdentity, fallback?: SmtpIdentity, makeTransport?: (id: SmtpIdentity) => Transporter) {}
+  async send(req: CapabilityRequest): Promise<ProviderResult>;
+}
+```
+
+`send()` builds the mail from `req.target` (recipient) + `req.payload`:
+```
+{ from, to: req.target, subject, text, html,
+  inReplyTo?, references?,           // threading, from payload.inReplyTo
+  messageId }                        // generated; returned as providerRef so replies can thread
+```
+Primary transporter sends; on throw, if a fallback identity exists, retry once via it; still failing
+→ `FAILED`. Success → `{ outcome: 'SENT', providerRef: messageId, latencyMs }`.
+
+**Review findings folded in:**
+- **`providerRef` = nodemailer's returned `info.messageId`**, not a hand-generated id — nodemailer
+  stamps the real `Message-ID` it sent, which is what a reply's `In-Reply-To` will actually match.
+- **Fallback only on PRE-acceptance failures** (connection refused, auth failure, timeout) — NOT on
+  an error raised after the SMTP server already accepted the message. Retrying a post-acceptance
+  failure via the fallback identity would **double-deliver**. `send()` inspects the error (nodemailer
+  `err.responseCode` / code) and falls back only when the server never accepted.
+- **Registry precedence is registration ORDER:** `register()` does `byChannel.set(ch, provider)`, so
+  the LAST registration for `EMAIL` wins. Bind sandbox first (all channels), then HTTP `EmailProvider`
+  if its URL is set, then `SmtpProvider` **last** if SMTP env is set → SMTP > HTTP > sandbox falls out.
+
+## Task-by-task (TDD)
+
+Each: failing test → red → implement → green → commit. Tests inject a stub transporter (no network).
+
+**T1 — provider skeleton + config parse**
+- `smtpIdentityFromEnv()` reads the env trio; returns null if incomplete.
+- Test: full env → identity; missing pass → null; fallback trio → fallback identity.
+
+**T2 — `send()` builds the correct envelope**
+- Inject a recording stub transporter. Test: `from`/`to`/`subject`/`html`/`text` map from target+payload;
+  `inReplyTo` → header set when present; `messageId` generated and returned as `providerRef`; outcome `SENT`.
+
+**T3 — failure handling + fallback**
+- Stub throws on primary. Test: with a fallback identity → retries via fallback, `SENT` via fallback
+  transporter; without fallback → `FAILED` with `errorCode`, **never throws**.
+
+**T4 — registry precedence**
+- `capability.registry.spec` (or extend): with SMTP env set, `forChannel('EMAIL')` returns the SMTP
+  provider (not sandbox/HTTP); with only `IIOS_PROVIDER_URL_EMAIL` → HTTP; with neither → sandbox.
+- The registry reads env in its constructor, so each case sets env, constructs a fresh
+  `CapabilityProviderRegistry`, asserts, then restores env (mirror the env save/restore other specs use).
+
+**T5 — gate + manual real send**
+- `vitest run` (all), `boundary`, `build` green.
+- **Manual (ops):** point env at a real mailbox (or nodemailer **Ethereal** test SMTP for a no-mailbox
+  end-to-end), boot, `POST /v1/templates/send` the `welcome` seed to your own address, confirm receipt
+  and that From = `accounts@lynkeduppro.com`.
+
+## Error handling
+- Incomplete SMTP env → provider not bound → EMAIL falls back to sandbox (no accidental silent prod send).
+- Transport failure → `FAILED` on the command (+ delivery attempt), never thrown.
+- Fallback used → `providerRef` notes the fallback identity for audit.
+
+## Risks / prerequisites
+- 🔴 **Rotate `Qwerty@a2` BEFORE enabling.** This is the switch that turns queued sends into real
+  emails to real addresses — a forgeable IIOS token now reaches customer inboxes under your brand.
+- **Workspace App Password, not the account password** (2FA accounts reject the raw password over SMTP).
+- **Deliverability:** SPF + DKIM + DMARC on `lynkeduppro.com` or mail lands in spam. Ops task, before real customers.
+- **Sending limits:** Google Workspace SMTP ≈ 2000/day. Fine — instant welcome/receipt is low volume; the
+  drip goes via Mailchimp, not SMTP.
+- **Test safety:** never point CI/test env at a real mailbox; tests use an injected stub, the manual step
+  uses Ethereal or a throwaway inbox.
+
+## Out of scope (separate plans)
+Attachments over SMTP (extends `EmailPayload` + this provider); the inbox mirror / INTERNAL delivery
+(no SMTP dependency).

package.json

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

packages/iios-adapter-sdk/package.json

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

packages/iios-ai-web/package.json

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

packages/iios-community-web/package.json

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

packages/iios-contracts/package.json

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

packages/iios-contracts/src/ingest.ts

@@ -27,6 +27,7 @@ export interface IngestInteractionRequest {
     bodyText?: string;
     contentRef?: string;
     mimeType?: string;
+    sizeBytes?: number;
   }>;
   occurredAt: string;
   providerEventId?: string;

packages/iios-inbox-web/package.json

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

packages/iios-kernel-client/package.json

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

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

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

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

@@ -1,9 +1,16 @@
 import type { IngestInteractionRequest } from '@insignia/iios-contracts';
-import type { Message, InboxItem, InboxState, Ticket, TicketState, CallbackRequest, RouteBinding, RouteDecision, AiArtifact, AiJobResult, Meeting, MeetingActionItem } from './types';
+import type { Message, InboxItem, InboxState, Ticket, TicketState, CallbackRequest, RouteBinding, RouteDecision, AiArtifact, AiJobResult, Meeting, MeetingActionItem, ThreadSummary, DiscoveredThread, SavedItem, LoginResult } from './types';
 
 export interface RestConfig {
   serviceUrl: string;
   token?: string;
+  /**
+   * Extra headers for every request — e.g. `x-context-attestation` (the July 12 trust proof).
+   * Pass a FUNCTION to mint fresh headers per request: a context attestation carries a single-use
+   * nonce, so a static header would be replay-rejected on the 2nd call. The function is invoked
+   * once per request.
+   */
+  headers?: Record<string, string> | (() => Record<string, string>);
 }
 
 /** REST/polling client for kernel reads and the native-send fallback. */
@@ -15,7 +22,8 @@ export class RestClient {
   }
 
   private headers(extra: Record<string, string> = {}): Record<string, string> {
-    const h: Record<string, string> = { 'content-type': 'application/json', ...extra };
+    const custom = typeof this.config.headers === 'function' ? this.config.headers() : this.config.headers;
+    const h: Record<string, string> = { 'content-type': 'application/json', ...custom, ...extra };
     if (this.config.token) h.authorization = `Bearer ${this.config.token}`;
     return h;
   }
@@ -57,12 +65,94 @@ export class RestClient {
     return (await r.json()) as InboxItem;
   }
 
+  // ─── auth + threads (app surface) ─────────────────────────────
+  /** Dev IdP login (POST /v1/dev/login). A real IdP issues the same JWT — this is the swap point. */
+  async login(username: string, password: string): Promise<LoginResult> {
+    const r = await fetch(this.url('/v1/dev/login'), {
+      method: 'POST',
+      headers: { 'content-type': 'application/json' },
+      body: JSON.stringify({ username, password }),
+    });
+    if (r.status === 401) throw new Error('invalid username or password');
+    if (!r.ok) throw new Error(`login failed (${r.status}) — is the service running with IIOS_DEV_TOKENS=1?`);
+    return (await r.json()) as LoginResult;
+  }
+
+  /** Dev directory: known usernames. A real app validates against its user store / MDM. */
+  async listUsers(): Promise<string[]> {
+    const r = await fetch(this.url('/v1/dev/users'), { headers: this.headers() });
+    if (!r.ok) return [];
+    return ((await r.json()) as { users: string[] }).users;
+  }
+
+  /**
+   * Server-authoritative conversation list (works cross-device, shows unread + members).
+   * `filter.metadata` narrows to threads whose opaque attribute bag matches every key/value.
+   */
+  async listThreads(filter?: { metadata?: Record<string, string> }): Promise<ThreadSummary[]> {
+    const qs = filter?.metadata
+      ? '?' + Object.entries(filter.metadata).map(([k, v]) => `metadata[${encodeURIComponent(k)}]=${encodeURIComponent(v)}`).join('&')
+      : '';
+    const r = await fetch(this.url(`/v1/threads${qs}`), { headers: this.headers() });
+    if (!r.ok) throw new Error(`listThreads ${r.status}`);
+    return (await r.json()) as ThreadSummary[];
+  }
+
+  /** Create a thread with generic app attributes (membership/creator role/subject + an opaque metadata bag). */
+  async createThread(opts: { membership?: string; creatorRole?: string; subject?: string; metadata?: Record<string, unknown> }): Promise<{ threadId: string }> {
+    return this.post<{ threadId: string }>('/v1/threads', opts);
+  }
+
+  /**
+   * Discover threads across your scope matching an opaque metadata filter (e.g. browse public
+   * channels: `{ membership: 'channel', visibility: 'public' }`). Returns ones you have NOT joined
+   * too, each flagged `joined`.
+   */
+  async discoverThreads(filter?: { metadata?: Record<string, string> }): Promise<DiscoveredThread[]> {
+    const qs = filter?.metadata
+      ? '?' + Object.entries(filter.metadata).map(([k, v]) => `metadata[${encodeURIComponent(k)}]=${encodeURIComponent(v)}`).join('&')
+      : '';
+    const r = await fetch(this.url(`/v1/threads/discover${qs}`), { headers: this.headers() });
+    if (!r.ok) throw new Error(`discoverThreads ${r.status}`);
+    return (await r.json()) as DiscoveredThread[];
+  }
+
+  /** Self-leave a thread (e.g. leave a channel). */
+  async leaveThread(threadId: string): Promise<{ threadId: string; participantCount: number }> {
+    const r = await fetch(this.url(`/v1/threads/${threadId}/me`), { method: 'DELETE', headers: this.headers() });
+    if (!r.ok) throw new Error(`leaveThread ${r.status}`);
+    return (await r.json()) as { threadId: string; participantCount: number };
+  }
+
+  /** My saved messages (personal bookmarks), newest first, with thread context. */
+  async listSaved(): Promise<SavedItem[]> {
+    const r = await fetch(this.url('/v1/threads/my-annotations?type=save'), { headers: this.headers() });
+    if (!r.ok) throw new Error(`listSaved ${r.status}`);
+    return (await r.json()) as SavedItem[];
+  }
+
+  /** Governed add-participant. A policy 403 (e.g. DM cap) surfaces its reason. */
+  async addParticipant(threadId: string, userId: string): Promise<void> {
+    const r = await fetch(this.url(`/v1/threads/${threadId}/participants`), {
+      method: 'POST',
+      headers: this.headers(),
+      body: JSON.stringify({ userId }),
+    });
+    if (r.ok) return;
+    const body = (await r.json().catch(() => ({}))) as { message?: string };
+    throw new Error(body.message ?? `could not add member (${r.status})`);
+  }
+
   // ─── support ──────────────────────────────────────────────────
-  async createTicket(body: { subject: string; priority?: string; threadId?: string }): Promise<Ticket> {
+  async createTicket(body: { subject: string; priority?: string; threadId?: string; metadata?: Record<string, unknown> }): Promise<Ticket> {
     return this.post<Ticket>('/v1/support/tickets', body);
   }
-  async escalate(threadId: string, subject?: string): Promise<Ticket> {
-    return this.post<Ticket>('/v1/support/escalate', { threadId, subject });
+  async escalate(threadId: string, subject?: string, metadata?: Record<string, unknown>): Promise<Ticket> {
+    return this.post<Ticket>('/v1/support/escalate', { threadId, subject, metadata });
+  }
+  /** Manually assign a ticket to a specific user (generic assignment override). */
+  async assignTicket(id: string, userId: string): Promise<Ticket> {
+    return this.post<Ticket>(`/v1/support/tickets/${id}/assignee`, { userId });
   }
   async listTickets(scope: 'mine' | 'assigned' = 'mine'): Promise<Ticket[]> {
     const r = await fetch(this.url(`/v1/support/tickets?scope=${scope}`), { headers: this.headers() });

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

@@ -1,10 +1,30 @@
+/** A media/file part attached to a message (contentRef points at object storage). */
+export interface Attachment {
+  contentRef: string;
+  mimeType: string;
+  sizeBytes: number;
+  kind: 'image' | 'video' | 'audio' | 'file';
+}
+
+/** A generic annotation aggregate on a message (e.g. type "reaction", value = emoji). */
+export interface AnnotationGroup {
+  type: string;
+  value: string;
+  users: string[]; // usernames who applied it
+}
+
 /** Wire shapes the kernel emits over socket / returns over REST (align with service). */
 export interface Message {
   id: string;
   threadId: string;
   senderActorId: string;
+  senderId: string; // sender's email/username — reliable "is this mine?" check
+  senderName: string;
   content: string;
   contentRef?: string;
+  attachment?: Attachment;
+  parentInteractionId?: string;
+  annotations?: AnnotationGroup[];
   traceId?: string;
   createdAt: string;
 }
@@ -26,10 +46,59 @@ export interface TypingEvent {
   userId: string;
 }
 
+/** Broadcast when someone toggles an annotation — carries the refreshed user list. */
+export interface AnnotationEvent {
+  threadId: string;
+  interactionId: string;
+  type: string;
+  value: string;
+  op: 'add' | 'remove';
+  users: string[];
+  userId: string;
+}
+
 export interface MessageEvents {
   message: (m: Message) => void;
   receipt: (e: ReceiptEvent) => void;
   typing: (e: TypingEvent) => void;
+  annotation: (e: AnnotationEvent) => void;
+}
+
+/** A discoverable thread from GET /v1/threads/discover — includes ones you have NOT joined. */
+export interface DiscoveredThread {
+  threadId: string;
+  subject: string | null;
+  metadata: Record<string, unknown> | null;
+  participantCount: number;
+  joined: boolean;
+}
+
+/** A "my threads" entry from GET /v1/threads (server-authoritative). */
+export interface ThreadSummary {
+  threadId: string;
+  subject: string | null;
+  membership?: string; // 'dm' | 'group' (opaque app attribute)
+  /** The thread's opaque, app-supplied attribute bag — echoed verbatim; the kernel never interprets it. */
+  metadata?: Record<string, unknown> | null;
+  participants: string[]; // member usernames
+  participantCount: number;
+  unread: number;
+  muted?: boolean;
+  lastMessage?: string;
+  lastAt?: string;
+}
+
+/** A personally-saved message with its thread context (GET /v1/threads/my-annotations?type=save). */
+export interface SavedItem {
+  message: Message;
+  threadId: string;
+  threadSubject: string | null;
+}
+
+/** Result of the dev IdP login (POST /v1/dev/login). A real IdP issues the same claims. */
+export interface LoginResult {
+  token: string;
+  userId: string;
 }
 
 export type InboxState = 'OPEN' | 'SNOOZED' | 'DONE' | 'ARCHIVED' | 'CANCELLED' | 'STALE';
@@ -68,6 +137,8 @@ export interface Ticket {
   assignedActorId?: string | null;
   createdAt: string;
   updatedAt: string;
+  /** Opaque, app-supplied attribute bag on the ticket — echoed verbatim; the kernel never interprets it. */
+  metadata?: Record<string, unknown> | null;
   threadLinks?: Array<{ threadId: string; relationKind: string }>;
 }
 
@@ -188,4 +259,8 @@ export interface SocketLike {
   emitWithAck(event: string, ...args: unknown[]): Promise<unknown>;
   connect(): unknown;
   disconnect(): unknown;
+  /** True while the underlying transport is connected (socket.io exposes this). */
+  connected?: boolean;
+  /** Per-call ack timeout (socket.io). Optional so fakes can omit it. */
+  timeout?(ms: number): { emitWithAck(event: string, ...args: unknown[]): Promise<unknown> };
 }

packages/iios-meeting-web/package.json

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

packages/iios-message-web/package.json

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

packages/iios-messaging-ui/package.json

@@ -0,0 +1,59 @@
+{
+  "name": "@insignia/iios-messaging-ui",
+  "version": "0.1.0",
+  "type": "module",
+  "main": "dist/index.js",
+  "module": "dist/index.js",
+  "types": "dist/index.d.ts",
+  "exports": {
+    ".": {
+      "types": "./dist/index.d.ts",
+      "import": "./dist/index.js"
+    },
+    "./adapters/mock": {
+      "types": "./dist/adapters/mock.d.ts",
+      "import": "./dist/adapters/mock.js"
+    },
+    "./adapters/kernel-client": {
+      "types": "./dist/adapters/kernel-client.d.ts",
+      "import": "./dist/adapters/kernel-client.js"
+    },
+    "./conformance": {
+      "types": "./dist/conformance.d.ts",
+      "import": "./dist/conformance.js"
+    },
+    "./styles.css": "./dist/styles.css"
+  },
+  "files": [
+    "dist"
+  ],
+  "scripts": {
+    "build": "tsup",
+    "typecheck": "tsc --noEmit",
+    "test": "vitest run"
+  },
+  "peerDependencies": {
+    "react": ">=18",
+    "@insignia/iios-kernel-client": "*"
+  },
+  "peerDependenciesMeta": {
+    "@insignia/iios-kernel-client": {
+      "optional": true
+    }
+  },
+  "devDependencies": {
+    "@insignia/iios-kernel-client": "workspace:*",
+    "@testing-library/dom": "^10.4.0",
+    "@testing-library/react": "^16.1.0",
+    "@types/react": "^19.0.0",
+    "jsdom": "^26.0.0",
+    "react": "^19.0.0",
+    "react-dom": "^19.0.0",
+    "tsup": "^8.3.5",
+    "typescript": "^5.7.3",
+    "vitest": "^3.0.5"
+  },
+  "publishConfig": {
+    "registry": "https://git.lynkedup.cloud/api/packages/insignia/npm/"
+  }
+}

packages/iios-messaging-ui/src/adapter.ts

@@ -0,0 +1,79 @@
+import type {
+  Attachment,
+  ChannelSummary,
+  Conversation,
+  CreateChannelInput,
+  Membership,
+  Message,
+  MessageEvent,
+  Person,
+  SendOpts,
+  Unsubscribe,
+} from './types';
+
+/**
+ * The one seam of this SDK. Hosts implement this; the SDK renders it.
+ *
+ * Lifted from lynkeduppro-crm's MessengerData/ThreadData, which already survived
+ * two implementations (live data-door + mock) — the minimum real evidence that a
+ * seam is genuine rather than imagined.
+ *
+ * Optional methods degrade gracefully: the UI hides the reaction picker when
+ * `react` is absent, and the attach button when `upload` is absent. That is how one
+ * component set serves both a full CRM messenger and a stripped-down widget with no
+ * `mode` prop.
+ */
+export interface MessagingAdapter {
+  listConversations(): Promise<Conversation[]>;
+
+  openThread(p: { participantIds: string[]; membership?: Membership; subject?: string }): Promise<{ threadId: string }>;
+
+  history(threadId: string): Promise<Message[]>;
+
+  send(threadId: string, content: string, opts?: SendOpts): Promise<Message>;
+
+  /** Returns an unsubscribe fn. Implementations MUST be idempotent on repeat unsubscribe. */
+  subscribe(threadId: string, cb: (e: MessageEvent) => void): Unsubscribe;
+
+  sendTyping(threadId: string): void;
+
+  markRead(threadId: string, messageId: string): Promise<void>;
+
+  /**
+   * The current user's actor id, or null if not yet known.
+   *
+   * MUST NOT be inferred from message history. The CRM's bug was exactly that:
+   * scanning for a sent message meant every message read as not-yours until you
+   * had spoken. Adapters derive this from auth/session.
+   */
+  currentActorId(): string | null;
+
+  /** Absent => the UI hides reactions entirely. */
+  react?(threadId: string, messageId: string, emoji: string): Promise<void>;
+
+  /** Absent => the UI hides attachments. Storage/auth/limits are the host's concern. */
+  upload?(file: File): Promise<Attachment>;
+
+  /** Absent => treated as always connected (e.g. a pure-REST adapter). */
+  isConnected?(): boolean;
+
+  /** A thread's members (id + display name), for @mention autocomplete + highlighting.
+   *  Absent => the composer offers no autocomplete (you can still type @text). */
+  listMembers?(threadId: string): Promise<Person[]>;
+
+  // ── Channels (optional capability) ──────────────────────────────
+  // A channel is just a third membership beyond dm/group: a discoverable, joinable room.
+  // Implement all four to enable the channels UI; absent => the UI hides channels entirely.
+
+  /** Discoverable channels in the caller's scope, each flagged `joined`. */
+  browseChannels?(): Promise<ChannelSummary[]>;
+
+  /** Create a channel; the creator joins as admin. Returns the new thread id. */
+  createChannel?(input: CreateChannelInput): Promise<{ threadId: string }>;
+
+  /** Join a (public) channel by id. */
+  joinChannel?(threadId: string): Promise<void>;
+
+  /** Leave a channel by id. */
+  leaveChannel?(threadId: string): Promise<void>;
+}

packages/iios-messaging-ui/src/adapters/kernel-client.test.ts

@@ -0,0 +1,153 @@
+// Runs the shared adapter conformance suite against KernelClientAdapter — proving it satisfies
+// the same contract as the mock, over the REAL MessageSocket facade. Only the lowest socket.io
+// layer is faked (via kernel-client's own SocketLike seam), so the facade's wire mapping is
+// exercised for real. No live IIOS required.
+
+import { describe, it, expect } from 'vitest';
+import { MessageSocket } from '@insignia/iios-kernel-client';
+import type { Message as KernelMessage, SocketLike } from '@insignia/iios-kernel-client';
+import { runAdapterConformance } from '../conformance';
+import { KernelClientAdapter, type RestPort } from './kernel-client';
+
+const ME = 'me';
+const SEEDED = 'th_seed';
+
+/** An in-memory stand-in for the /message socket.io namespace: stores messages, echoes 'message'. */
+function makeFakeSocket(): SocketLike {
+  const threads = new Map<string, KernelMessage[]>([
+    [
+      SEEDED,
+      [
+        {
+          id: 'seed_1',
+          threadId: SEEDED,
+          senderActorId: 'actor_other',
+          senderId: 'pp_other',
+          senderName: 'Other',
+          content: 'seeded message',
+          createdAt: new Date(0).toISOString(),
+        },
+      ],
+    ],
+  ]);
+  const handlers = new Map<string, Set<(...a: unknown[]) => void>>();
+  let seq = 1;
+
+  const fire = (event: string, payload: unknown): void => handlers.get(event)?.forEach((h) => h(payload));
+
+  return {
+    on(event, handler) {
+      if (!handlers.has(event)) handlers.set(event, new Set());
+      handlers.get(event)!.add(handler);
+      return undefined;
+    },
+    off(event, handler) {
+      handlers.get(event)?.delete(handler);
+      return undefined;
+    },
+    emit() {
+      return undefined; // typing/focus — no echo needed for conformance
+    },
+    async emitWithAck(event, payload) {
+      const p = (payload ?? {}) as {
+        threadId: string;
+        content?: string;
+        parentInteractionId?: string;
+        interactionId?: string;
+        type?: string;
+        value?: string;
+      };
+      if (event === 'open_thread') {
+        if (!threads.has(p.threadId)) threads.set(p.threadId, []);
+        return { threadId: p.threadId, status: 'OPEN', history: [...threads.get(p.threadId)!] };
+      }
+      if (event === 'send_message') {
+        const msg: KernelMessage = {
+          id: `m_${seq++}`,
+          threadId: p.threadId,
+          senderActorId: `actor_${ME}`,
+          senderId: ME,
+          senderName: ME,
+          content: p.content ?? '',
+          createdAt: new Date().toISOString(),
+          ...(p.parentInteractionId ? { parentInteractionId: p.parentInteractionId } : {}),
+        };
+        if (!threads.has(p.threadId)) threads.set(p.threadId, []);
+        threads.get(p.threadId)!.push(msg);
+        fire('message', msg);
+        return msg;
+      }
+      if (event === 'read') return { ok: true };
+      if (event === 'annotate') {
+        fire('annotation', {
+          threadId: p.threadId,
+          interactionId: p.interactionId,
+          type: p.type,
+          value: p.value,
+          op: 'add',
+          users: [ME],
+          userId: ME,
+        });
+        return {};
+      }
+      return {};
+    },
+    connect() {
+      return undefined;
+    },
+    disconnect() {
+      return undefined;
+    },
+    connected: true,
+  };
+}
+
+function makeFakeRest(): RestPort {
+  let seq = 1;
+  return {
+    async listThreads() {
+      return [];
+    },
+    async createThread() {
+      return { threadId: `th_new_${seq++}` };
+    },
+    async addParticipant() {
+      /* governed server-side; a fake always allows */
+    },
+    async discoverThreads() {
+      return [
+        {
+          threadId: 'th_pub',
+          subject: 'general',
+          metadata: { membership: 'channel', visibility: 'public', topic: 'Company-wide' },
+          participantCount: 3,
+          joined: false,
+        },
+      ];
+    },
+    async leaveThread(threadId) {
+      return { threadId, participantCount: 0 };
+    },
+  };
+}
+
+function makeAdapter(): KernelClientAdapter {
+  const socket = new MessageSocket({ serviceUrl: 'http://iios.test', token: 'tok', autoConnect: false }, makeFakeSocket());
+  return new KernelClientAdapter({ currentUserId: ME, socket, rest: makeFakeRest() });
+}
+
+runAdapterConformance({ makeAdapter, seededThreadId: SEEDED, openWith: ['pp_a'] });
+
+describe('KernelClientAdapter channels', () => {
+  it('browse maps discovered public channels; create/join/leave delegate to the transport', async () => {
+    const adapter = makeAdapter();
+    const list = await adapter.browseChannels!();
+    expect(list[0]).toMatchObject({ threadId: 'th_pub', name: 'general', visibility: 'public', joined: false, memberCount: 3, topic: 'Company-wide' });
+
+    const { threadId } = await adapter.createChannel!({ name: 'design', topic: 'UI', visibility: 'public' });
+    expect(typeof threadId).toBe('string');
+
+    await expect(adapter.joinChannel!('th_pub')).resolves.toBeUndefined();
+    await expect(adapter.leaveChannel!('th_pub')).resolves.toBeUndefined();
+  });
+});

packages/iios-messaging-ui/src/adapters/kernel-client.ts

@@ -0,0 +1,303 @@
+// Transport adapter: implements MessagingAdapter over @insignia/iios-kernel-client
+// (browser → IIOS directly, token-in). This is the "plug into any app with a token"
+// path — the same transport chat-web and support-sdk use.
+//
+// It lives in adapters/ (the ONLY layer allowed to import a transport) and ships from
+// its own subpath, so core UI never pulls socket code it can't use.
+
+import { MessageSocket, RestClient } from '@insignia/iios-kernel-client';
+import type {
+  AnnotationEvent,
+  DiscoveredThread,
+  Message as KernelMessage,
+  MessageEvents,
+  OpenThreadResult,
+  ReceiptEvent,
+  ThreadSummary,
+  TypingEvent,
+} from '@insignia/iios-kernel-client';
+import type { MessagingAdapter } from '../adapter';
+import type {
+  ChannelSummary,
+  ChannelVisibility,
+  Conversation,
+  CreateChannelInput,
+  Membership,
+  Message,
+  MessageEvent,
+  Reaction,
+  SendOpts,
+  Unsubscribe,
+} from '../types';
+
+/** The slice of MessageSocket the adapter needs — the real facade satisfies it; tests inject a fake. */
+export interface SocketPort {
+  openThread(threadId?: string, opts?: { membership?: string; creatorRole?: string; subject?: string }): Promise<OpenThreadResult>;
+  sendMessage(threadId: string, content: string, opts?: { parentInteractionId?: string; mentions?: string[] }): Promise<KernelMessage>;
+  react(threadId: string, interactionId: string, value: string): Promise<void>;
+  markRead(threadId: string, interactionId: string): Promise<{ ok: boolean }>;
+  typing(threadId: string): void;
+  on<E extends keyof MessageEvents>(event: E, handler: MessageEvents[E]): () => void;
+}
+
+/** The slice of RestClient the adapter needs. */
+export interface RestPort {
+  listThreads(filter?: { metadata?: Record<string, string> }): Promise<ThreadSummary[]>;
+  createThread(opts: { membership?: string; creatorRole?: string; subject?: string; metadata?: Record<string, unknown> }): Promise<{ threadId: string }>;
+  addParticipant(threadId: string, userId: string): Promise<void>;
+  discoverThreads(filter?: { metadata?: Record<string, string> }): Promise<DiscoveredThread[]>;
+  leaveThread(threadId: string): Promise<{ threadId: string; participantCount: number }>;
+}
+
+export interface KernelClientAdapterConfig {
+  /**
+   * The current user's id in IIOS's `senderId` space (email/username), from the host's auth —
+   * NEVER inferred from message history. This is exactly `currentActorId()`, and it's the bug the
+   * conformance suite kills: identity comes from the session, not from a message you happened to send.
+   */
+  currentUserId: string;
+  socket: SocketPort;
+  rest: RestPort;
+  /** Optional opaque metadata filter for the conversation list (e.g. { source: 'crm-messenger' }). */
+  threadFilter?: Record<string, string>;
+}
+
+const REACTION = 'reaction';
+
+export class KernelClientAdapter implements MessagingAdapter {
+  private readonly me: string;
+  private readonly socket: SocketPort;
+  private readonly rest: RestPort;
+  private readonly threadFilter?: Record<string, string>;
+
+  /** Per-thread UI subscribers. The socket fans server events in; these fan them out. */
+  private readonly listeners = new Map<string, Set<(e: MessageEvent) => void>>();
+  /** Reaction users per message (messageId → emoji → userSet), so an annotation delta becomes a full set. */
+  private readonly reactions = new Map<string, Map<string, Set<string>>>();
+  private readonly joined = new Set<string>();
+  private readonly offs: Array<() => void> = [];
+
+  constructor(cfg: KernelClientAdapterConfig) {
+    this.me = cfg.currentUserId;
+    this.socket = cfg.socket;
+    this.rest = cfg.rest;
+    this.threadFilter = cfg.threadFilter;
+
+    this.offs.push(
+      this.socket.on('message', (m: KernelMessage) => {
+        this.ingestReactions(m);
+        this.emit(m.threadId, { kind: 'message', message: this.toMessage(m) });
+      }),
+    );
+    this.offs.push(
+      this.socket.on('typing', (e: TypingEvent) => this.emit(e.threadId, { kind: 'typing', userId: e.userId })),
+    );
+    this.offs.push(
+      // Receipts carry no threadId, so fan to every open thread; the UI filters by messageId.
+      this.socket.on('receipt', (e: ReceiptEvent) => this.broadcast({ kind: 'receipt', messageId: e.interactionId, actorId: e.actorId })),
+    );
+    this.offs.push(
+      this.socket.on('annotation', (e: AnnotationEvent) => {
+        if (e.type !== REACTION) return;
+        this.setReactionUsers(e.interactionId, e.value, e.users);
+        this.emit(e.threadId, { kind: 'reaction', messageId: e.interactionId, reactions: this.reactionsOf(e.interactionId) });
+      }),
+    );
+  }
+
+  currentActorId(): string {
+    return this.me;
+  }
+
+  async listConversations(): Promise<Conversation[]> {
+    const threads = await this.rest.listThreads(this.threadFilter ? { metadata: this.threadFilter } : undefined);
+    return threads.map((t) => this.toConversation(t));
+  }
+
+  async openThread(p: { participantIds: string[]; membership?: Membership; subject?: string }): Promise<{ threadId: string }> {
+    const membership: Membership = p.membership ?? (p.participantIds.length === 1 ? 'dm' : 'group');
+    const { threadId } = await this.rest.createThread({
+      membership,
+      creatorRole: membership === 'group' ? 'ADMIN' : 'MEMBER',
+      ...(p.subject ? { subject: p.subject } : {}),
+    });
+    // Governance (DM cap, roles) is enforced server-side by IIOS/OPA; a rejected add surfaces up there.
+    for (const id of p.participantIds) await this.rest.addParticipant(threadId, id).catch(() => undefined);
+    return { threadId };
+  }
+
+  async history(threadId: string): Promise<Message[]> {
+    const res = await this.socket.openThread(threadId); // joins the thread, so live events start flowing
+    this.joined.add(threadId);
+    return res.history.map((m) => {
+      this.ingestReactions(m);
+      return this.toMessage(m);
+    });
+  }
+
+  async send(threadId: string, content: string, opts?: SendOpts): Promise<Message> {
+    // Attachments are intentionally not forwarded here: kernel-client exposes no media/presign yet,
+    // and the SDK Attachment carries a display `url`, not a storage `contentRef`. Media is a follow-up
+    // (kernel-client media methods + a contentRef on Attachment). Text + reply threading work today.
+    const sendOpts = {
+      ...(opts?.parentInteractionId ? { parentInteractionId: opts.parentInteractionId } : {}),
+      ...(opts?.mentions && opts.mentions.length ? { mentions: opts.mentions } : {}),
+    };
+    const m = await this.socket.sendMessage(threadId, content, Object.keys(sendOpts).length ? sendOpts : undefined);
+    return this.toMessage(m);
+  }
+
+  async react(threadId: string, messageId: string, emoji: string): Promise<void> {
+    await this.socket.react(threadId, messageId, emoji);
+  }
+
+  subscribe(threadId: string, cb: (e: MessageEvent) => void): Unsubscribe {
+    if (!this.listeners.has(threadId)) this.listeners.set(threadId, new Set());
+    this.listeners.get(threadId)!.add(cb);
+    if (!this.joined.has(threadId)) {
+      this.joined.add(threadId);
+      void this.socket.openThread(threadId).catch(() => this.joined.delete(threadId));
+    }
+    return () => {
+      this.listeners.get(threadId)?.delete(cb);
+    };
+  }
+
+  sendTyping(threadId: string): void {
+    this.socket.typing(threadId);
+  }
+
+  async markRead(threadId: string, messageId: string): Promise<void> {
+    await this.socket.markRead(threadId, messageId);
+  }
+
+  // ── Channels ────────────────────────────────────────────────────
+  async browseChannels(): Promise<ChannelSummary[]> {
+    const found = await this.rest.discoverThreads({ metadata: { membership: 'channel', visibility: 'public' } });
+    return found.map((d) => {
+      const bag = (d.metadata as { topic?: string; visibility?: string } | null) ?? {};
+      const visibility: ChannelVisibility = bag.visibility === 'private' ? 'private' : 'public';
+      return {
+        threadId: d.threadId,
+        name: d.subject ?? 'channel',
+        topic: bag.topic ?? null,
+        visibility,
+        memberCount: d.participantCount,
+        joined: d.joined,
+      };
+    });
+  }
+
+  async createChannel(input: CreateChannelInput): Promise<{ threadId: string }> {
+    return this.rest.createThread({
+      membership: 'channel',
+      creatorRole: 'ADMIN',
+      subject: input.name,
+      metadata: { visibility: input.visibility, ...(input.topic ? { topic: input.topic } : {}) },
+    });
+  }
+
+  async joinChannel(threadId: string): Promise<void> {
+    // Self-join is a governed open_thread; OPA allows it for a public channel.
+    await this.socket.openThread(threadId);
+    this.joined.add(threadId);
+  }
+
+  async leaveChannel(threadId: string): Promise<void> {
+    await this.rest.leaveThread(threadId);
+    this.joined.delete(threadId);
+  }
+
+  /** Detach socket handlers. Not part of the contract — call on teardown to avoid leaks. */
+  close(): void {
+    for (const off of this.offs) off();
+    this.offs.length = 0;
+    this.listeners.clear();
+  }
+
+  // ── mapping ────────────────────────────────────────────────────
+  private toMessage(m: KernelMessage): Message {
+    return {
+      id: m.id,
+      // `senderId` (email/username), NOT the actor id — it matches currentActorId() and is the
+      // reliable "is this mine?" field. Never inferred from history.
+      actorId: m.senderId ?? null,
+      text: m.content ?? '',
+      at: m.createdAt,
+      parentInteractionId: m.parentInteractionId ?? null,
+      reactions: this.reactionsOf(m.id),
+    };
+  }
+
+  private toConversation(t: ThreadSummary): Conversation {
+    const others = t.participants.filter((p) => p !== this.me);
+    const membership: Membership | null =
+      t.membership === 'dm' || t.membership === 'group' || t.membership === 'channel' ? t.membership : null;
+    const topic = (t.metadata as { topic?: string } | null)?.topic;
+    return {
+      threadId: t.threadId,
+      title: t.subject?.trim() || others.join(', ') || 'Conversation',
+      subject: t.subject,
+      membership,
+      participants: [...t.participants],
+      unread: t.unread,
+      ...(topic != null ? { topic } : {}),
+      ...(t.lastMessage ? { lastMessage: t.lastMessage } : {}),
+      ...(t.lastAt ? { lastAt: t.lastAt } : {}),
+    };
+  }
+
+  // ── reaction state ─────────────────────────────────────────────
+  private ingestReactions(m: KernelMessage): void {
+    for (const a of m.annotations ?? []) {
+      if (a.type === REACTION) this.setReactionUsers(m.id, a.value, a.users);
+    }
+  }
+
+  private setReactionUsers(messageId: string, emoji: string, users: string[]): void {
+    let byEmoji = this.reactions.get(messageId);
+    if (!byEmoji) {
+      byEmoji = new Map();
+      this.reactions.set(messageId, byEmoji);
+    }
+    if (users.length === 0) byEmoji.delete(emoji);
+    else byEmoji.set(emoji, new Set(users));
+  }
+
+  private reactionsOf(messageId: string): Reaction[] {
+    const byEmoji = this.reactions.get(messageId);
+    if (!byEmoji) return [];
+    const out: Reaction[] = [];
+    for (const [emoji, users] of byEmoji) {
+      if (users.size > 0) out.push({ emoji, count: users.size, mine: users.has(this.me) });
+    }
+    return out;
+  }
+
+  // ── event fan-out ──────────────────────────────────────────────
+  private emit(threadId: string, e: MessageEvent): void {
+    this.listeners.get(threadId)?.forEach((cb) => cb(e));
+  }
+
+  private broadcast(e: MessageEvent): void {
+    for (const set of this.listeners.values()) set.forEach((cb) => cb(e));
+  }
+}
+
+/** Convenience: build an adapter that talks straight to IIOS with a token. */
+export function connectKernelAdapter(opts: {
+  serviceUrl: string;
+  token: string;
+  currentUserId: string;
+  threadFilter?: Record<string, string>;
+  autoConnect?: boolean;
+}): KernelClientAdapter {
+  const rest = new RestClient({ serviceUrl: opts.serviceUrl, token: opts.token });
+  const socket = new MessageSocket({ serviceUrl: opts.serviceUrl, token: opts.token, autoConnect: opts.autoConnect ?? true });
+  return new KernelClientAdapter({
+    currentUserId: opts.currentUserId,
+    socket,
+    rest,
+    ...(opts.threadFilter ? { threadFilter: opts.threadFilter } : {}),
+  });
+}

packages/iios-messaging-ui/src/adapters/mock.ts

@@ -0,0 +1,239 @@
+import type { MessagingAdapter } from '../adapter';
+import type {
+  Attachment,
+  ChannelSummary,
+  ChannelVisibility,
+  Conversation,
+  CreateChannelInput,
+  Membership,
+  Message,
+  MessageEvent,
+  Person,
+  SendOpts,
+  Unsubscribe,
+} from '../types';
+
+const ME = 'me';
+
+export const MOCK_PEOPLE: Person[] = [
+  { id: 'pp_sofia', name: 'Sofia Ramirez', kind: 'staff' },
+  { id: 'pp_dan', name: 'Dan Whitaker', kind: 'staff' },
+  { id: 'pp_priya', name: 'Priya Nair', kind: 'staff' },
+  { id: 'cust_acme', name: 'Acme Roofing (Client)', kind: 'customer' },
+  { id: 'cust_globex', name: 'Globex Homes (Client)', kind: 'customer' },
+];
+
+interface MockThread {
+  threadId: string;
+  membership: Membership;
+  subject: string | null;
+  participants: string[];
+  messages: Message[];
+  topic?: string | null;
+  visibility?: ChannelVisibility;
+}
+
+const nameById = new Map(MOCK_PEOPLE.map((p) => [p.id, p.name]));
+
+/**
+ * In-memory adapter for demos and tests. State is PER INSTANCE — the CRM's version
+ * used a module-level Map, which leaks between tests. Each `new MockAdapter()` is
+ * fully isolated.
+ */
+export class MockAdapter implements MessagingAdapter {
+  private seq = 100;
+  private threads = new Map<string, MockThread>();
+  private listeners = new Map<string, Set<(e: MessageEvent) => void>>();
+
+  constructor(private readonly now: () => string = () => new Date().toISOString()) {
+    const seededAt = this.now();
+    this.threads.set('th_mock_1', {
+      threadId: 'th_mock_1',
+      membership: 'dm',
+      subject: null,
+      participants: [ME, 'pp_sofia'],
+      messages: [
+        {
+          id: 'm1',
+          actorId: 'pp_sofia',
+          text: 'Can you review the Henderson estimate?',
+          at: seededAt,
+          reactions: [],
+        },
+      ],
+    });
+    this.threads.set('th_mock_2', {
+      threadId: 'th_mock_2',
+      membership: 'group',
+      subject: 'Storm response — East side',
+      participants: [ME, 'pp_dan', 'pp_priya'],
+      messages: [
+        { id: 'm2', actorId: 'pp_dan', text: 'Crew is rolling out at 7.', at: seededAt, reactions: [] },
+      ],
+    });
+    // Channels: a joined public one, a joinable public one (I'm NOT in it → shows in browse only),
+    // and a private one I'm a member of.
+    this.threads.set('th_ch_general', {
+      threadId: 'th_ch_general', membership: 'channel', subject: 'general', topic: 'Company-wide chatter',
+      visibility: 'public', participants: [ME, 'pp_dan', 'pp_priya', 'pp_sofia'],
+      messages: [{ id: 'c1', actorId: 'pp_priya', text: 'Welcome to #general 👋', at: seededAt, reactions: [] }],
+    });
+    this.threads.set('th_ch_random', {
+      threadId: 'th_ch_random', membership: 'channel', subject: 'random', topic: 'Non-work banter',
+      visibility: 'public', participants: ['pp_dan', 'pp_sofia'], messages: [],
+    });
+    this.threads.set('th_ch_deals', {
+      threadId: 'th_ch_deals', membership: 'channel', subject: 'deals', topic: 'Big pipeline moves',
+      visibility: 'private', participants: [ME, 'pp_sofia'], messages: [],
+    });
+  }
+
+  currentActorId(): string {
+    return ME;
+  }
+
+  async listConversations(): Promise<Conversation[]> {
+    // Only threads I'm a member of — an un-joined public channel appears in browse, not here.
+    return [...this.threads.values()]
+      .filter((t) => t.participants.includes(ME))
+      .map((t) => {
+        const last = t.messages[t.messages.length - 1];
+        const others = t.participants.filter((p) => p !== ME);
+        return {
+          threadId: t.threadId,
+          title: t.subject || others.map((id) => nameById.get(id) ?? id).join(', ') || 'Conversation',
+          subject: t.subject,
+          membership: t.membership,
+          participants: [...t.participants],
+          unread: 0,
+          ...(t.topic != null ? { topic: t.topic } : {}),
+          ...(last ? { lastMessage: last.text, lastAt: last.at } : {}),
+        };
+      });
+  }
+
+  async browseChannels(): Promise<ChannelSummary[]> {
+    // Public channels are discoverable; private ones only if I'm already a member.
+    return [...this.threads.values()]
+      .filter((t) => t.membership === 'channel' && (t.visibility === 'public' || t.participants.includes(ME)))
+      .map((t) => ({
+        threadId: t.threadId,
+        name: t.subject ?? 'channel',
+        topic: t.topic ?? null,
+        visibility: t.visibility ?? 'public',
+        memberCount: t.participants.length,
+        joined: t.participants.includes(ME),
+      }));
+  }
+
+  async createChannel(input: CreateChannelInput): Promise<{ threadId: string }> {
+    const threadId = `th_ch_${this.seq++}`;
+    this.threads.set(threadId, {
+      threadId,
+      membership: 'channel',
+      subject: input.name,
+      topic: input.topic ?? null,
+      visibility: input.visibility,
+      participants: [ME],
+      messages: [],
+    });
+    return { threadId };
+  }
+
+  async joinChannel(threadId: string): Promise<void> {
+    const t = this.threads.get(threadId);
+    if (t && !t.participants.includes(ME)) t.participants = [...t.participants, ME];
+  }
+
+  async leaveChannel(threadId: string): Promise<void> {
+    const t = this.threads.get(threadId);
+    if (t) t.participants = t.participants.filter((p) => p !== ME);
+  }
+
+  async listMembers(threadId: string): Promise<Person[]> {
+    const t = this.threads.get(threadId);
+    if (!t) return [];
+    return t.participants.map((id) => {
+      if (id === ME) return { id: ME, name: 'You', kind: 'staff' };
+      return MOCK_PEOPLE.find((p) => p.id === id) ?? { id, name: id, kind: 'staff' };
+    });
+  }
+
+  async openThread(p: { participantIds: string[]; membership?: Membership; subject?: string }): Promise<{ threadId: string }> {
+    const membership = p.membership ?? (p.participantIds.length === 1 ? 'dm' : 'group');
+    const threadId = `th_mock_${this.seq++}`;
+    this.threads.set(threadId, {
+      threadId,
+      membership,
+      subject: p.subject ?? null,
+      participants: [ME, ...p.participantIds],
+      messages: [],
+    });
+    return { threadId };
+  }
+
+  async history(threadId: string): Promise<Message[]> {
+    return [...(this.threads.get(threadId)?.messages ?? [])];
+  }
+
+  async send(threadId: string, content: string, opts?: SendOpts): Promise<Message> {
+    const t = this.threads.get(threadId);
+    if (!t) throw new Error(`Unknown thread: ${threadId}`);
+    const message: Message = {
+      id: `m_${this.seq++}`,
+      actorId: ME,
+      text: content,
+      at: this.now(),
+      reactions: [],
+      ...(opts?.parentInteractionId ? { parentInteractionId: opts.parentInteractionId } : {}),
+      ...(opts?.attachment ? { attachment: opts.attachment } : {}),
+    };
+    t.messages = [...t.messages, message];
+    this.emit(threadId, { kind: 'message', message });
+    return message;
+  }
+
+  async react(threadId: string, messageId: string, emoji: string): Promise<void> {
+    const t = this.threads.get(threadId);
+    if (!t) return;
+    let next: Message | undefined;
+    t.messages = t.messages.map((m) => {
+      if (m.id !== messageId) return m;
+      const existing = (m.reactions ?? []).find((r) => r.emoji === emoji);
+      const reactions = existing
+        ? (m.reactions ?? []).filter((r) => r.emoji !== emoji)
+        : [...(m.reactions ?? []), { emoji, count: 1, mine: true }];
+      next = { ...m, reactions };
+      return next;
+    });
+    if (next) this.emit(threadId, { kind: 'reaction', messageId, reactions: next.reactions ?? [] });
+  }
+
+  async upload(file: File): Promise<Attachment> {
+    return { url: `mock://uploads/${file.name}`, mime: file.type, name: file.name };
+  }
+
+  subscribe(threadId: string, cb: (e: MessageEvent) => void): Unsubscribe {
+    if (!this.listeners.has(threadId)) this.listeners.set(threadId, new Set());
+    this.listeners.get(threadId)!.add(cb);
+    return () => {
+      this.listeners.get(threadId)?.delete(cb);
+    };
+  }
+
+  sendTyping(): void {
+    // No-op: nobody is typing back in a mock.
+  }
+
+  async markRead(): Promise<void> {
+    // No-op: the mock has no second party to report a read.
+  }
+
+  isConnected(): boolean {
+    return true;
+  }
+
+  private emit(threadId: string, e: MessageEvent): void {
+    this.listeners.get(threadId)?.forEach((cb) => cb(e));
+  }
+}

packages/iios-messaging-ui/src/boundary.test.ts

@@ -0,0 +1,41 @@
+// @vitest-environment node
+import { describe, it, expect } from 'vitest';
+import { readdirSync, readFileSync, statSync } from 'node:fs';
+import { fileURLToPath } from 'node:url';
+import { join } from 'node:path';
+
+// This package is ESM ("type": "module") — __dirname does not exist here.
+const SRC = fileURLToPath(new URL('.', import.meta.url));
+const ADAPTERS = join(SRC, 'adapters');
+
+function tsFilesIn(dir: string): string[] {
+  const out: string[] = [];
+  for (const entry of readdirSync(dir)) {
+    const full = join(dir, entry);
+    if (statSync(full).isDirectory()) out.push(...tsFilesIn(full));
+    else if (/\.tsx?$/.test(full)) out.push(full);
+  }
+  return out;
+}
+
+// The whole premise of this package: core renders, adapters transport. If core ever
+// imports a transport, an app on a different backend pays for socket code it cannot
+// use — which is exactly how iios-message-web welded itself to MessageSocket.
+describe('transport boundary', () => {
+  const coreFiles = tsFilesIn(SRC).filter((f) => !f.startsWith(ADAPTERS) && !/\.test\.tsx?$/.test(f));
+
+  it('has core files to check', () => {
+    expect(coreFiles.length).toBeGreaterThan(0);
+  });
+
+  it('core never imports a transport package', () => {
+    const offenders: string[] = [];
+    for (const file of coreFiles) {
+      const content = readFileSync(file, 'utf8');
+      if (/@insignia\/iios-kernel-client|socket\.io|@abe-kap\/appshell-sdk/.test(content)) {
+        offenders.push(file.replace(SRC, 'src'));
+      }
+    }
+    expect(offenders).toEqual([]);
+  });
+});

packages/iios-messaging-ui/src/components/channel-browser.tsx

@@ -0,0 +1,93 @@
+import { useState, type FormEvent } from 'react';
+import { useChannels } from '../hooks/use-channels';
+import type { ChannelVisibility } from '../types';
+
+/** Browse + join discoverable channels, and create a new one. Shown in the main pane. */
+export function ChannelBrowser({ onJoined }: { onJoined?: (threadId: string) => void }) {
+  const { browsable, loading, error, join, create } = useChannels();
+  const [name, setName] = useState('');
+  const [topic, setTopic] = useState('');
+  const [visibility, setVisibility] = useState<ChannelVisibility>('public');
+  const [busy, setBusy] = useState(false);
+
+  async function submitCreate(e: FormEvent): Promise<void> {
+    e.preventDefault();
+    const n = name.trim();
+    if (!n || busy) return;
+    setBusy(true);
+    try {
+      const threadId = await create({ name: n, ...(topic.trim() ? { topic: topic.trim() } : {}), visibility });
+      setName('');
+      setTopic('');
+      onJoined?.(threadId);
+    } catch {
+      // surfaced via the hook's error
+    } finally {
+      setBusy(false);
+    }
+  }
+
+  async function doJoin(threadId: string): Promise<void> {
+    await join(threadId);
+    onJoined?.(threadId);
+  }
+
+  return (
+    <div className="miu-browser">
+      <div className="miu-browser-head">Channels</div>
+
+      <form className="miu-channel-create" onSubmit={submitCreate}>
+        <input
+          className="miu-input"
+          value={name}
+          onChange={(e) => setName(e.target.value)}
+          placeholder="New channel name"
+          aria-label="Channel name"
+        />
+        <input
+          className="miu-input"
+          value={topic}
+          onChange={(e) => setTopic(e.target.value)}
+          placeholder="Topic (optional)"
+          aria-label="Channel topic"
+        />
+        <div className="miu-channel-vis">
+          <label>
+            <input type="radio" name="miu-vis" checked={visibility === 'public'} onChange={() => setVisibility('public')} /> Public
+          </label>
+          <label>
+            <input type="radio" name="miu-vis" checked={visibility === 'private'} onChange={() => setVisibility('private')} /> Private
+          </label>
+        </div>
+        <button type="submit" className="miu-send" disabled={!name.trim() || busy}>
+          Create
+        </button>
+      </form>
+
+      <div className="miu-browser-list">
+        {loading && browsable.length === 0 ? <div className="miu-empty">Loading…</div> : null}
+        {error ? <div className="miu-empty miu-error">{error}</div> : null}
+        {!loading && browsable.length === 0 ? <div className="miu-empty">No channels yet — create one above.</div> : null}
+        {browsable.map((c) => (
+          <div key={c.threadId} className="miu-browser-row">
+            <span className="miu-channel-glyph" aria-hidden="true">{c.visibility === 'private' ? '🔒' : '#'}</span>
+            <span className="miu-browser-main">
+              <span className="miu-browser-name">{c.name}</span>
+              {c.topic ? <span className="miu-browser-topic">{c.topic}</span> : null}
+              <span className="miu-browser-meta">
+                {c.memberCount} member{c.memberCount === 1 ? '' : 's'}
+              </span>
+            </span>
+            {c.joined ? (
+              <span className="miu-browser-joined">Joined</span>
+            ) : (
+              <button type="button" className="miu-join" onClick={() => void doJoin(c.threadId)}>
+                Join
+              </button>
+            )}
+          </div>
+        ))}
+      </div>
+    </div>
+  );
+}

packages/iios-messaging-ui/src/components/channels.test.tsx

@@ -0,0 +1,54 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen, fireEvent, waitFor } from '@testing-library/react';
+import { MessagingProvider } from '../provider';
+import { Messenger } from './messenger';
+import { MockAdapter } from '../adapters/mock';
+
+function mount() {
+  return render(
+    <MessagingProvider adapter={new MockAdapter()}>
+      <Messenger />
+    </MessagingProvider>,
+  );
+}
+
+describe('channels (mock adapter)', () => {
+  it('browse returns public channels + private ones I am in, with a joined flag', async () => {
+    const a = new MockAdapter();
+    const list = await a.browseChannels();
+    const byId = new Map(list.map((c) => [c.threadId, c]));
+    expect(byId.get('th_ch_general')?.joined).toBe(true); // public, I'm in
+    expect(byId.get('th_ch_random')?.joined).toBe(false); // public, I'm NOT in
+    expect(byId.get('th_ch_deals')?.joined).toBe(true); // private, I'm in
+    // A private channel I'm not in must never surface in browse — none seeded, so all private here are mine.
+    expect(list.every((c) => c.visibility === 'public' || c.joined)).toBe(true);
+  });
+
+  it('join adds me and the channel then appears in my conversation list', async () => {
+    const a = new MockAdapter();
+    expect((await a.listConversations()).some((c) => c.threadId === 'th_ch_random')).toBe(false);
+    await a.joinChannel('th_ch_random');
+    expect((await a.listConversations()).some((c) => c.threadId === 'th_ch_random')).toBe(true);
+    expect((await a.browseChannels()).find((c) => c.threadId === 'th_ch_random')?.joined).toBe(true);
+  });
+
+  it('create makes a channel I am a member of', async () => {
+    const a = new MockAdapter();
+    const { threadId } = await a.createChannel({ name: 'design', topic: 'UI stuff', visibility: 'public' });
+    const conv = (await a.listConversations()).find((c) => c.threadId === threadId);
+    expect(conv?.membership).toBe('channel');
+    expect(conv?.topic).toBe('UI stuff');
+  });
+
+  it('UI: browse, then join a channel — it moves into the Channels section', async () => {
+    mount();
+    // Open the browser via the Channels section "+".
+    fireEvent.click(await screen.findByTitle('Browse channels'));
+    // #random is browse-only (not joined) → has a Join button.
+    expect(await screen.findByText('random')).toBeTruthy();
+    const joinButtons = screen.getAllByText('Join');
+    fireEvent.click(joinButtons[0]!);
+    // After joining, we jump to the thread and the browser closes → composer is shown.
+    await waitFor(() => expect(screen.getByLabelText('Message')).toBeTruthy());
+  });
+});

packages/iios-messaging-ui/src/components/conversation-list.tsx

@@ -0,0 +1,52 @@
+import type { Conversation } from '../types';
+
+/** Initials for the avatar chip — first letters of the first two words. */
+function initials(title: string): string {
+  const parts = title.trim().split(/\s+/).filter(Boolean);
+  const chars = (parts[0]?.[0] ?? '') + (parts[1]?.[0] ?? '');
+  return (chars || '?').toUpperCase();
+}
+
+/**
+ * Presentational conversation list. Owns no data fetching — the parent passes the
+ * conversations (from useConversations) so a host can also drive it from its own store.
+ */
+export function ConversationList({
+  conversations,
+  selectedId,
+  onSelect,
+}: {
+  conversations: Conversation[];
+  selectedId?: string | null;
+  onSelect: (threadId: string) => void;
+}) {
+  if (conversations.length === 0) {
+    return <div className="miu-empty">No conversations yet.</div>;
+  }
+  return (
+    <ul className="miu-convlist" role="list">
+      {conversations.map((c) => (
+        <li key={c.threadId}>
+          <button
+            type="button"
+            className={`miu-convrow${c.threadId === selectedId ? ' is-active' : ''}`}
+            onClick={() => onSelect(c.threadId)}
+          >
+            <span className="miu-avatar" aria-hidden="true">
+              {c.membership === 'channel' ? '#' : initials(c.title)}
+            </span>
+            <span className="miu-convrow-main">
+              <span className="miu-convrow-title">{c.title}</span>
+              {c.lastMessage ? <span className="miu-convrow-preview">{c.lastMessage}</span> : null}
+            </span>
+            {c.unread > 0 ? (
+              <span className="miu-badge" aria-label={`${c.unread} unread`}>
+                {c.unread}
+              </span>
+            ) : null}
+          </button>
+        </li>
+      ))}
+    </ul>
+  );
+}

packages/iios-messaging-ui/src/components/messenger.test.tsx

@@ -0,0 +1,42 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen, fireEvent, waitFor } from '@testing-library/react';
+import { MessagingProvider } from '../provider';
+import { Messenger } from './messenger';
+import { MockAdapter } from '../adapters/mock';
+
+function mount() {
+  return render(
+    <MessagingProvider adapter={new MockAdapter()}>
+      <Messenger />
+    </MessagingProvider>,
+  );
+}
+
+describe('<Messenger /> (rendered UI over an adapter)', () => {
+  it('renders the conversation list and auto-selects the first thread', async () => {
+    mount();
+    // Seeded group conversation title from the mock.
+    expect(await screen.findByText('Storm response — East side')).toBeTruthy();
+    // Auto-selected thread shows its seeded message.
+    expect(await screen.findByText('Crew is rolling out at 7.')).toBeTruthy();
+  });
+
+  it('sends a message through the adapter and shows it in the thread', async () => {
+    mount();
+    // Wait for the auto-selected thread's composer (avoids a race with the auto-select effect).
+    const input = (await screen.findByLabelText('Message')) as HTMLInputElement;
+    fireEvent.change(input, { target: { value: 'on our way' } });
+    fireEvent.click(screen.getByText('Send'));
+
+    await waitFor(() => expect(screen.getByText('on our way')).toBeTruthy());
+    // Composer cleared after send.
+    expect(input.value).toBe('');
+  });
+
+  it('switches threads when another conversation is clicked', async () => {
+    mount();
+    // Click the DM (its title is the other participant's name from the mock directory).
+    fireEvent.click(await screen.findByText('Sofia Ramirez'));
+    expect(await screen.findByText('Can you review the Henderson estimate?')).toBeTruthy();
+  });
+});

packages/iios-messaging-ui/src/components/messenger.tsx

@@ -0,0 +1,81 @@
+import { useEffect, useMemo, useState } from 'react';
+import { useConversations } from '../hooks/use-conversations';
+import { useAdapter } from '../provider';
+import { ConversationList } from './conversation-list';
+import { ChannelBrowser } from './channel-browser';
+import { Thread } from './thread';
+
+/**
+ * The drop-in messenger: sectioned conversation list (Channels / Direct messages) + open thread,
+ * with a channel browser when the adapter supports channels. Owns only selection + browse state;
+ * all data flows through the injected adapter via the hooks.
+ */
+export function Messenger() {
+  const { conversations, loading, error, refetch } = useConversations();
+  const adapter = useAdapter();
+  const channelsSupported = typeof adapter.browseChannels === 'function';
+
+  const [selected, setSelected] = useState<string | null>(null);
+  const [browsing, setBrowsing] = useState(false);
+
+  useEffect(() => {
+    if (browsing) return;
+    if (selected && conversations.some((c) => c.threadId === selected)) return;
+    setSelected(conversations[0]?.threadId ?? null);
+  }, [conversations, selected, browsing]);
+
+  const channels = useMemo(() => conversations.filter((c) => c.membership === 'channel'), [conversations]);
+  const dms = useMemo(() => conversations.filter((c) => c.membership !== 'channel'), [conversations]);
+
+  function pick(threadId: string): void {
+    setBrowsing(false);
+    setSelected(threadId);
+  }
+
+  return (
+    <div className="miu-messenger">
+      <aside className="miu-sidebar">
+        {loading && conversations.length === 0 ? <div className="miu-empty">Loading…</div> : null}
+        {error ? <div className="miu-empty miu-error">{error}</div> : null}
+
+        {channelsSupported ? (
+          <div className="miu-section">
+            <div className="miu-section-head">
+              <span>Channels</span>
+              <button type="button" className="miu-section-add" title="Browse channels" onClick={() => setBrowsing(true)}>
+                ＋
+              </button>
+            </div>
+            {channels.length > 0 ? (
+              <ConversationList conversations={channels} selectedId={browsing ? null : selected} onSelect={pick} />
+            ) : (
+              <div className="miu-empty miu-empty-sm">Browse to join a channel.</div>
+            )}
+          </div>
+        ) : null}
+
+        <div className="miu-section">
+          {channelsSupported ? (
+            <div className="miu-section-head">
+              <span>Direct messages</span>
+            </div>
+          ) : null}
+          <ConversationList conversations={dms} selectedId={browsing ? null : selected} onSelect={pick} />
+        </div>
+      </aside>
+
+      <section className="miu-main">
+        {browsing ? (
+          <ChannelBrowser
+            onJoined={(threadId) => {
+              refetch();
+              pick(threadId);
+            }}
+          />
+        ) : (
+          <Thread threadId={selected} />
+        )}
+      </section>
+    </div>
+  );
+}

packages/iios-messaging-ui/src/components/thread.tsx

@@ -0,0 +1,124 @@
+import { useMemo, useState, type FormEvent, type KeyboardEvent } from 'react';
+import { useMessages } from '../hooks/use-messages';
+import { useMembers } from '../hooks/use-members';
+import {
+  SPECIAL_MENTIONS,
+  highlightMentions,
+  insertMention,
+  resolveMentions,
+  trailingMentionQuery,
+} from '../mentions';
+
+interface Suggestion {
+  key: string;
+  label: string;
+  insert: string;
+}
+
+/**
+ * One conversation: message list + composer, driven by useMessages. Adds @mention autocomplete
+ * (from the thread's members) and highlights mentions in message bodies. Transport-agnostic.
+ */
+export function Thread({ threadId }: { threadId: string | null }) {
+  const { messages, loading, error, send, typingUserIds, seenIds, sendTyping } = useMessages(threadId);
+  const members = useMembers(threadId);
+  const [draft, setDraft] = useState('');
+  const [sending, setSending] = useState(false);
+
+  const memberNames = useMemo(() => members.map((m) => m.name), [members]);
+  const query = trailingMentionQuery(draft);
+  const suggestions = useMemo<Suggestion[]>(() => {
+    if (query === null) return [];
+    const q = query.toLowerCase();
+    const specials = SPECIAL_MENTIONS.filter((s) => s.startsWith(q)).map((s) => ({ key: `@${s}`, label: `@${s}`, insert: s }));
+    const people = members.filter((m) => m.name.toLowerCase().includes(q)).map((m) => ({ key: m.id, label: m.name, insert: m.name }));
+    return [...specials, ...people].slice(0, 6);
+  }, [query, members]);
+  const showSuggest = query !== null && suggestions.length > 0;
+
+  function pick(insert: string): void {
+    setDraft((d) => insertMention(d, insert));
+  }
+
+  async function submit(e?: FormEvent): Promise<void> {
+    e?.preventDefault();
+    const text = draft.trim();
+    if (!text || sending) return;
+    const mentions = resolveMentions(text, members);
+    setDraft('');
+    setSending(true);
+    try {
+      await send(text, mentions.length ? { mentions } : undefined);
+    } catch {
+      // surfaced via the hook's error
+    } finally {
+      setSending(false);
+    }
+  }
+
+  function onKeyDown(e: KeyboardEvent<HTMLInputElement>): void {
+    if (showSuggest && e.key === 'Enter') {
+      e.preventDefault();
+      pick(suggestions[0]!.insert);
+    }
+  }
+
+  if (!threadId) {
+    return <div className="miu-empty miu-thread-empty">Select a conversation.</div>;
+  }
+
+  return (
+    <div className="miu-thread">
+      <div className="miu-messages">
+        {loading && messages.length === 0 ? <div className="miu-empty">Loading…</div> : null}
+        {error ? <div className="miu-empty miu-error">{error}</div> : null}
+        {messages.map((m) => (
+          <div key={m.id} className={`miu-msg${m.mine ? ' is-mine' : ''}${m.pending ? ' is-pending' : ''}`}>
+            <div className="miu-bubble">{highlightMentions(m.text, memberNames)}</div>
+            {m.reactions && m.reactions.length > 0 ? (
+              <div className="miu-reactions">
+                {m.reactions.map((r) => (
+                  <span key={r.emoji} className={`miu-reaction${r.mine ? ' is-mine' : ''}`}>
+                    {r.emoji} {r.count}
+                  </span>
+                ))}
+              </div>
+            ) : null}
+            {m.mine && seenIds.has(m.id) ? <span className="miu-seen">Seen</span> : null}
+          </div>
+        ))}
+        {typingUserIds.length > 0 ? (
+          <div className="miu-typing">{typingUserIds.length === 1 ? 'typing…' : 'several people are typing…'}</div>
+        ) : null}
+      </div>
+
+      <form className="miu-composer" onSubmit={submit}>
+        {showSuggest ? (
+          <ul className="miu-suggest" role="listbox" aria-label="Mention suggestions">
+            {suggestions.map((s) => (
+              <li key={s.key}>
+                <button type="button" role="option" aria-selected="false" className="miu-suggest-item" onClick={() => pick(s.insert)}>
+                  {s.label}
+                </button>
+              </li>
+            ))}
+          </ul>
+        ) : null}
+        <input
+          className="miu-input"
+          value={draft}
+          placeholder="Type a message… @ to mention"
+          aria-label="Message"
+          onChange={(e) => {
+            setDraft(e.target.value);
+            sendTyping();
+          }}
+          onKeyDown={onKeyDown}
+        />
+        <button type="submit" className="miu-send" disabled={!draft.trim() || sending}>
+          Send
+        </button>
+      </form>
+    </div>
+  );
+}

packages/iios-messaging-ui/src/conformance.test.ts

@@ -0,0 +1,8 @@
+import { runAdapterConformance } from './conformance';
+import { MockAdapter } from './adapters/mock';
+
+runAdapterConformance({
+  makeAdapter: () => new MockAdapter(),
+  seededThreadId: 'th_mock_1',
+  openWith: ['pp_sofia'],
+});

packages/iios-messaging-ui/src/conformance.ts

@@ -0,0 +1,112 @@
+import { describe, it, expect } from 'vitest';
+import type { MessagingAdapter } from './adapter';
+import type { MessageEvent } from './types';
+
+export interface ConformanceOptions {
+  /** Build a fresh, isolated adapter per test. */
+  makeAdapter: () => Promise<MessagingAdapter> | MessagingAdapter;
+  /** A thread id that exists in the fixture. */
+  seededThreadId: string;
+  /** Participant ids openThread can legally be called with. */
+  openWith: string[];
+}
+
+/**
+ * The definition of a correct MessagingAdapter. Every adapter runs this.
+ *
+ * Imports vitest, so it ships from the './conformance' subpath ONLY and is never
+ * reachable from the main barrel. Consumers supply their own vitest.
+ *
+ * Usage from another package:
+ *   import { runAdapterConformance } from '@insignia/iios-messaging-ui/conformance';
+ *   runAdapterConformance({ makeAdapter: () => new MockAdapter(), seededThreadId: 'th_1', openWith: ['pp_a'] });
+ */
+export function runAdapterConformance(opts: ConformanceOptions): void {
+  const make = async () => await opts.makeAdapter();
+
+  describe('MessagingAdapter conformance', () => {
+    it('lists conversations', async () => {
+      const a = await make();
+      const list = await a.listConversations();
+      expect(Array.isArray(list)).toBe(true);
+    });
+
+    it('returns history for a seeded thread', async () => {
+      const a = await make();
+      const msgs = await a.history(opts.seededThreadId);
+      expect(Array.isArray(msgs)).toBe(true);
+    });
+
+    it('send resolves with a message carrying the sent text and a stable id', async () => {
+      const a = await make();
+      const m = await a.send(opts.seededThreadId, 'conformance hello');
+      expect(m.text).toBe('conformance hello');
+      expect(typeof m.id).toBe('string');
+      expect(m.id.length).toBeGreaterThan(0);
+    });
+
+    it('a sent message is attributed to the current actor', async () => {
+      const a = await make();
+      const m = await a.send(opts.seededThreadId, 'whose is this');
+      expect(m.actorId).toBe(a.currentActorId());
+    });
+
+    it('currentActorId is known BEFORE any message is sent', async () => {
+      // The bug this SDK exists to kill: identity must come from auth, never be
+      // inferred from history. A fresh adapter already knows who you are.
+      const a = await make();
+      expect(a.currentActorId()).not.toBeNull();
+    });
+
+    it('a sent message appears in history', async () => {
+      const a = await make();
+      await a.send(opts.seededThreadId, 'persist me');
+      const msgs = await a.history(opts.seededThreadId);
+      expect(msgs.some((m) => m.text === 'persist me')).toBe(true);
+    });
+
+    it('subscribe delivers a message event on send', async () => {
+      const a = await make();
+      const seen: MessageEvent[] = [];
+      const off = a.subscribe(opts.seededThreadId, (e) => seen.push(e));
+      await a.send(opts.seededThreadId, 'live one');
+      off();
+      const msgs = seen.filter((e) => e.kind === 'message');
+      expect(msgs.length).toBeGreaterThan(0);
+    });
+
+    it('unsubscribe stops delivery', async () => {
+      const a = await make();
+      const seen: MessageEvent[] = [];
+      const off = a.subscribe(opts.seededThreadId, (e) => seen.push(e));
+      off();
+      await a.send(opts.seededThreadId, 'should not be heard');
+      expect(seen).toHaveLength(0);
+    });
+
+    it('unsubscribe is idempotent', async () => {
+      const a = await make();
+      const off = a.subscribe(opts.seededThreadId, () => {});
+      off();
+      expect(() => off()).not.toThrow();
+    });
+
+    it('openThread returns a thread id', async () => {
+      const a = await make();
+      const { threadId } = await a.openThread({ participantIds: opts.openWith });
+      expect(typeof threadId).toBe('string');
+      expect(threadId.length).toBeGreaterThan(0);
+    });
+
+    it('markRead resolves', async () => {
+      const a = await make();
+      const m = await a.send(opts.seededThreadId, 'read me');
+      await expect(a.markRead(opts.seededThreadId, m.id)).resolves.toBeUndefined();
+    });
+
+    it('sendTyping does not throw', async () => {
+      const a = await make();
+      expect(() => a.sendTyping(opts.seededThreadId)).not.toThrow();
+    });
+  });
+}

packages/iios-messaging-ui/src/hooks/use-channels.ts

@@ -0,0 +1,84 @@
+import { useCallback, useEffect, useState } from 'react';
+import { useAdapter } from '../provider';
+import type { ChannelSummary, CreateChannelInput } from '../types';
+
+export interface ChannelsState {
+  /** Discoverable channels (public + private-I'm-in), each flagged `joined`. */
+  browsable: ChannelSummary[];
+  loading: boolean;
+  error: string | null;
+  /** Whether the adapter implements channels at all — drives showing/hiding the channels UI. */
+  supported: boolean;
+  refetch: () => void;
+  create: (input: CreateChannelInput) => Promise<string>;
+  join: (threadId: string) => Promise<void>;
+  leave: (threadId: string) => Promise<void>;
+}
+
+export function useChannels(): ChannelsState {
+  const adapter = useAdapter();
+  const supported = typeof adapter.browseChannels === 'function';
+  const [browsable, setBrowsable] = useState<ChannelSummary[]>([]);
+  const [loading, setLoading] = useState(supported);
+  const [error, setError] = useState<string | null>(null);
+  const [nonce, setNonce] = useState(0);
+
+  useEffect(() => {
+    if (!adapter.browseChannels) {
+      setLoading(false);
+      return;
+    }
+    let alive = true;
+    setLoading(true);
+    adapter
+      .browseChannels()
+      .then((list) => {
+        if (!alive) return;
+        setBrowsable(list);
+        setError(null);
+      })
+      .catch((e: unknown) => {
+        if (!alive) return;
+        setError(e instanceof Error ? e.message : String(e));
+        setBrowsable([]);
+      })
+      .finally(() => {
+        if (alive) setLoading(false);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter, nonce]);
+
+  const refetch = useCallback(() => setNonce((n) => n + 1), []);
+
+  const create = useCallback(
+    async (input: CreateChannelInput) => {
+      if (!adapter.createChannel) throw new Error('channels not supported by this adapter');
+      const { threadId } = await adapter.createChannel(input);
+      setNonce((n) => n + 1);
+      return threadId;
+    },
+    [adapter],
+  );
+
+  const join = useCallback(
+    async (threadId: string) => {
+      if (!adapter.joinChannel) throw new Error('channels not supported by this adapter');
+      await adapter.joinChannel(threadId);
+      setNonce((n) => n + 1);
+    },
+    [adapter],
+  );
+
+  const leave = useCallback(
+    async (threadId: string) => {
+      if (!adapter.leaveChannel) throw new Error('channels not supported by this adapter');
+      await adapter.leaveChannel(threadId);
+      setNonce((n) => n + 1);
+    },
+    [adapter],
+  );
+
+  return { browsable, loading, error, supported, refetch, create, join, leave };
+}

packages/iios-messaging-ui/src/hooks/use-conversations.test.tsx

@@ -0,0 +1,50 @@
+import { describe, it, expect, vi } from 'vitest';
+import { renderHook, waitFor, act } from '@testing-library/react';
+import type { ReactNode } from 'react';
+import { MessagingProvider } from '../provider';
+import { MockAdapter } from '../adapters/mock';
+import { useConversations } from './use-conversations';
+import type { MessagingAdapter } from '../adapter';
+
+const wrap = (adapter: MessagingAdapter) =>
+  function Wrapper({ children }: { children: ReactNode }) {
+    return <MessagingProvider adapter={adapter}>{children}</MessagingProvider>;
+  };
+
+describe('useConversations', () => {
+  it('starts loading, then resolves the adapter list', async () => {
+    const { result } = renderHook(() => useConversations(), { wrapper: wrap(new MockAdapter()) });
+    expect(result.current.loading).toBe(true);
+
+    await waitFor(() => expect(result.current.loading).toBe(false));
+    // 2 DMs/groups + 2 channels I'm a member of (the un-joined public channel is browse-only).
+    expect(result.current.conversations).toHaveLength(4);
+    expect(result.current.conversations[0]!.threadId).toBe('th_mock_1');
+    expect(result.current.error).toBeNull();
+  });
+
+  it('surfaces adapter failure as error state and never throws', async () => {
+    const adapter = new MockAdapter();
+    vi.spyOn(adapter, 'listConversations').mockRejectedValue(new Error('data door down'));
+
+    const { result } = renderHook(() => useConversations(), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+    expect(result.current.error).toBe('data door down');
+    expect(result.current.conversations).toEqual([]);
+  });
+
+  it('refetch picks up newly opened threads', async () => {
+    const adapter = new MockAdapter();
+    const { result } = renderHook(() => useConversations(), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.conversations).toHaveLength(4));
+
+    await act(async () => {
+      await adapter.openThread({ participantIds: ['pp_dan'] });
+    });
+    await act(async () => {
+      result.current.refetch();
+    });
+
+    await waitFor(() => expect(result.current.conversations).toHaveLength(5));
+  });
+});

packages/iios-messaging-ui/src/hooks/use-conversations.ts

@@ -0,0 +1,45 @@
+import { useCallback, useEffect, useState } from 'react';
+import { useAdapter } from '../provider';
+import type { Conversation } from '../types';
+
+export interface ConversationsState {
+  conversations: Conversation[];
+  loading: boolean;
+  error: string | null;
+  refetch: () => void;
+}
+
+export function useConversations(): ConversationsState {
+  const adapter = useAdapter();
+  const [conversations, setConversations] = useState<Conversation[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const [nonce, setNonce] = useState(0);
+
+  useEffect(() => {
+    let alive = true;
+    setLoading(true);
+    adapter
+      .listConversations()
+      .then((list) => {
+        if (!alive) return;
+        setConversations(list);
+        setError(null);
+      })
+      .catch((e: unknown) => {
+        if (!alive) return;
+        setError(e instanceof Error ? e.message : String(e));
+        setConversations([]);
+      })
+      .finally(() => {
+        if (alive) setLoading(false);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter, nonce]);
+
+  const refetch = useCallback(() => setNonce((n) => n + 1), []);
+
+  return { conversations, loading, error, refetch };
+}

packages/iios-messaging-ui/src/hooks/use-members.ts

@@ -0,0 +1,31 @@
+import { useEffect, useState } from 'react';
+import { useAdapter } from '../provider';
+import type { Person } from '../types';
+
+/** A thread's members (for @mention autocomplete + highlighting). Empty if the adapter
+ *  doesn't implement listMembers, or while loading. */
+export function useMembers(threadId: string | null): Person[] {
+  const adapter = useAdapter();
+  const [members, setMembers] = useState<Person[]>([]);
+
+  useEffect(() => {
+    if (!threadId || !adapter.listMembers) {
+      setMembers([]);
+      return;
+    }
+    let alive = true;
+    adapter
+      .listMembers(threadId)
+      .then((m) => {
+        if (alive) setMembers(m);
+      })
+      .catch(() => {
+        if (alive) setMembers([]);
+      });
+    return () => {
+      alive = false;
+    };
+  }, [adapter, threadId]);
+
+  return members;
+}

packages/iios-messaging-ui/src/hooks/use-messages.test.tsx

@@ -0,0 +1,160 @@
+import { describe, it, expect, vi } from 'vitest';
+import { renderHook, waitFor, act } from '@testing-library/react';
+import type { ReactNode } from 'react';
+import { MessagingProvider } from '../provider';
+import { MockAdapter } from '../adapters/mock';
+import { useMessages } from './use-messages';
+import type { MessagingAdapter } from '../adapter';
+import type { Message } from '../types';
+
+const wrap = (adapter: MessagingAdapter) =>
+  function Wrapper({ children }: { children: ReactNode }) {
+    return <MessagingProvider adapter={adapter}>{children}</MessagingProvider>;
+  };
+
+describe('useMessages', () => {
+  it('loads history for the thread', async () => {
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(new MockAdapter()) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+    expect(result.current.messages).toHaveLength(1);
+    expect(result.current.messages[0]!.text).toBe('Can you review the Henderson estimate?');
+  });
+
+  // REGRESSION: the CRM inferred actor identity by scanning for a sent message, so
+  // before you had spoken in a thread EVERY message rendered as not-yours.
+  it('marks ownership correctly before the user has sent anything', async () => {
+    const adapter = new MockAdapter();
+    await adapter.send('th_mock_1', 'an earlier message of mine');
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.messages).toHaveLength(2));
+
+    // Never sent anything via the hook — ownership still resolves from currentActorId().
+    expect(result.current.messages[0]!.mine).toBe(false); // from pp_sofia
+    expect(result.current.messages[1]!.mine).toBe(true); // from me
+  });
+
+  it('appends an optimistic message immediately on send', async () => {
+    const adapter = new MockAdapter();
+    let release!: () => void;
+    vi.spyOn(adapter, 'send').mockImplementation(
+      () => new Promise((res) => { release = () => res({ id: 'srv_1', actorId: 'me', text: 'hi', at: '2026-07-17T10:00:00.000Z' }); }),
+    );
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+
+    act(() => { void result.current.send('hi'); });
+
+    await waitFor(() => expect(result.current.messages).toHaveLength(2));
+    expect(result.current.messages[1]!.pending).toBe(true);
+    expect(result.current.messages[1]!.mine).toBe(true);
+
+    await act(async () => { release(); });
+    await waitFor(() => expect(result.current.messages[1]!.pending).toBeFalsy());
+  });
+
+  it('rolls back the optimistic message and reports error when send fails', async () => {
+    const adapter = new MockAdapter();
+    vi.spyOn(adapter, 'send').mockRejectedValue(new Error('offline'));
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+
+    await act(async () => {
+      await expect(result.current.send('doomed')).rejects.toThrow('offline');
+    });
+
+    expect(result.current.messages).toHaveLength(1);
+    expect(result.current.messages.some((m) => m.text === 'doomed')).toBe(false);
+    expect(result.current.error).toBe('offline');
+  });
+
+  it('does not duplicate a message when the transport echoes it back', async () => {
+    const adapter = new MockAdapter();
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+
+    // MockAdapter.send emits a 'message' event AND resolves with the same message.
+    await act(async () => { await result.current.send('echo once'); });
+
+    expect(result.current.messages.filter((m) => m.text === 'echo once')).toHaveLength(1);
+  });
+
+  it('collects typing user ids from subscribe events', async () => {
+    const adapter = new MockAdapter();
+    let emit!: (userId: string) => void;
+    vi.spyOn(adapter, 'subscribe').mockImplementation((_t, cb) => {
+      emit = (userId) => cb({ kind: 'typing', userId });
+      return () => {};
+    });
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+
+    act(() => emit('pp_sofia'));
+    expect(result.current.typingUserIds).toEqual(['pp_sofia']);
+  });
+
+  it('unsubscribes on unmount', async () => {
+    const adapter = new MockAdapter();
+    const off = vi.fn();
+    vi.spyOn(adapter, 'subscribe').mockReturnValue(off);
+
+    const { unmount, result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+    await waitFor(() => expect(result.current.loading).toBe(false));
+    unmount();
+
+    expect(off).toHaveBeenCalled();
+  });
+
+  it('keeps a live message that arrives before history resolves', async () => {
+    const adapter = new MockAdapter();
+    let resolveHistory!: (msgs: Message[]) => void;
+    vi.spyOn(adapter, 'history').mockImplementation(
+      () => new Promise<Message[]>((res) => { resolveHistory = res; }),
+    );
+    let emit!: (m: Message) => void;
+    vi.spyOn(adapter, 'subscribe').mockImplementation((_t, cb) => {
+      emit = (m) => cb({ kind: 'message', message: m });
+      return () => {};
+    });
+
+    const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+
+    // A live message arrives while history() is still pending.
+    act(() => emit({ id: 'live_1', actorId: 'pp_sofia', text: 'ping before history', at: '2026-07-17T10:00:00.000Z' }));
+
+    // History resolves afterwards with an older message.
+    await act(async () => {
+      resolveHistory([{ id: 'hist_1', actorId: 'pp_sofia', text: 'older', at: '2026-07-17T09:00:00.000Z' }]);
+    });
+
+    const texts = result.current.messages.map((m) => m.text);
+    expect(texts).toContain('older');
+    expect(texts).toContain('ping before history'); // must NOT be clobbered by history load
+  });
+
+  it('clears a typing indicator after its TTL elapses', async () => {
+    vi.useFakeTimers();
+    try {
+      const adapter = new MockAdapter();
+      let emit!: (userId: string) => void;
+      vi.spyOn(adapter, 'subscribe').mockImplementation((_t, cb) => {
+        emit = (userId) => cb({ kind: 'typing', userId });
+        return () => {};
+      });
+
+      const { result } = renderHook(() => useMessages('th_mock_1'), { wrapper: wrap(adapter) });
+      await act(async () => { await vi.advanceTimersByTimeAsync(0); }); // flush history microtask
+
+      act(() => emit('pp_sofia'));
+      expect(result.current.typingUserIds).toEqual(['pp_sofia']);
+
+      await act(async () => { await vi.advanceTimersByTimeAsync(3600); });
+      expect(result.current.typingUserIds).toEqual([]);
+    } finally {
+      vi.useRealTimers();
+    }
+  });
+});

packages/iios-messaging-ui/src/hooks/use-messages.ts

@@ -0,0 +1,205 @@
+import { useCallback, useEffect, useMemo, useRef, useState } from 'react';
+import { useAdapter } from '../provider';
+import { isOwnMessage } from '../types';
+import type { Message, SendOpts } from '../types';
+
+const TYPING_TTL_MS = 3500;
+
+export interface UiMessage extends Message {
+  mine: boolean;
+}
+
+export interface MessagesState {
+  messages: UiMessage[];
+  loading: boolean;
+  error: string | null;
+  send: (content: string, opts?: SendOpts) => Promise<void>;
+  react: (messageId: string, emoji: string) => Promise<void>;
+  typingUserIds: string[];
+  seenIds: Set<string>;
+  sendTyping: () => void;
+  canReact: boolean;
+  canUpload: boolean;
+}
+
+let optimisticSeq = 0;
+
+export function useMessages(threadId: string | null): MessagesState {
+  const adapter = useAdapter();
+  const [raw, setRaw] = useState<Message[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+  const [typing, setTyping] = useState<Record<string, number>>({});
+  const [seenIds, setSeenIds] = useState<Set<string>>(new Set());
+
+  const currentActorId = adapter.currentActorId();
+  const actorRef = useRef(currentActorId);
+  actorRef.current = currentActorId;
+
+  // Load history, then subscribe. Reconciliation is by message id, so an echoed
+  // send never duplicates the optimistic row.
+  useEffect(() => {
+    if (!threadId) {
+      setRaw([]);
+      setLoading(false);
+      return;
+    }
+    let alive = true;
+    setLoading(true);
+    setRaw([]);
+    setError(null);
+    setSeenIds(new Set());
+    setTyping({});
+
+    adapter
+      .history(threadId)
+      .then((h) => {
+        if (!alive) return;
+        // Merge, don't clobber: a live message can arrive via subscribe while this
+        // history fetch is still in flight. Blindly setting raw = h would drop it.
+        setRaw((live) => {
+          const histIds = new Set(h.map((m) => m.id));
+          const extras = live.filter((m) => !histIds.has(m.id));
+          return extras.length ? [...h, ...extras] : h;
+        });
+        setError(null);
+      })
+      .catch((e: unknown) => {
+        if (alive) setError(e instanceof Error ? e.message : String(e));
+      })
+      .finally(() => {
+        if (alive) setLoading(false);
+      });
+
+    const off = adapter.subscribe(threadId, (e) => {
+      if (!alive) return;
+      switch (e.kind) {
+        case 'message':
+          setRaw((l) => (l.some((m) => m.id === e.message.id) ? l : [...l, e.message]));
+          break;
+        case 'typing':
+          if (e.userId !== actorRef.current) {
+            setTyping((t) => ({ ...t, [e.userId]: Date.now() + TYPING_TTL_MS }));
+          }
+          break;
+        case 'receipt':
+          // Only the OTHER side reading my message counts as "seen".
+          if (e.actorId !== actorRef.current) {
+            setSeenIds((s) => (s.has(e.messageId) ? s : new Set(s).add(e.messageId)));
+          }
+          break;
+        case 'reaction':
+          setRaw((l) => l.map((m) => (m.id === e.messageId ? { ...m, reactions: e.reactions } : m)));
+          break;
+      }
+    });
+
+    return () => {
+      alive = false;
+      off();
+    };
+  }, [adapter, threadId]);
+
+  const messages: UiMessage[] = useMemo(
+    () => raw.map((m) => ({ ...m, mine: isOwnMessage(m, currentActorId) })),
+    [raw, currentActorId],
+  );
+
+  const send = useCallback(
+    async (content: string, opts?: SendOpts) => {
+      if (!threadId) return;
+      const tempId = `optimistic_${optimisticSeq++}`;
+      const optimistic: Message = {
+        id: tempId,
+        actorId: actorRef.current,
+        text: content,
+        at: new Date().toISOString(),
+        pending: true,
+        reactions: [],
+        ...(opts?.parentInteractionId ? { parentInteractionId: opts.parentInteractionId } : {}),
+        ...(opts?.attachment ? { attachment: opts.attachment } : {}),
+      };
+      setRaw((l) => [...l, optimistic]);
+
+      try {
+        const saved = await adapter.send(threadId, content, opts);
+        setError(null);
+        // Replace the optimistic row with the server's. If the subscribe echo already
+        // added the real message, just drop the optimistic one.
+        setRaw((l) => {
+          const withoutTemp = l.filter((m) => m.id !== tempId);
+          return withoutTemp.some((m) => m.id === saved.id) ? withoutTemp : [...withoutTemp, saved];
+        });
+      } catch (e: unknown) {
+        setRaw((l) => l.filter((m) => m.id !== tempId));
+        setError(e instanceof Error ? e.message : String(e));
+        throw e;
+      }
+    },
+    [adapter, threadId],
+  );
+
+  const react = useCallback(
+    async (messageId: string, emoji: string) => {
+      if (!threadId || !adapter.react) return;
+      await adapter.react(threadId, messageId, emoji);
+    },
+    [adapter, threadId],
+  );
+
+  const sendTyping = useCallback(() => {
+    if (threadId) adapter.sendTyping(threadId);
+  }, [adapter, threadId]);
+
+  // The newest acknowledged (non-pending) message id — what we report as read.
+  const lastReadableId = useMemo(() => {
+    for (let i = raw.length - 1; i >= 0; i--) {
+      if (!raw[i]!.pending) return raw[i]!.id;
+    }
+    return null;
+  }, [raw]);
+
+  // Report my read of the newest message (drives the other side's "seen" tick).
+  // Keyed on the id, not the whole array, so reaction/optimistic churn doesn't re-fire it.
+  useEffect(() => {
+    if (!threadId || !lastReadableId) return;
+    void adapter.markRead(threadId, lastReadableId).catch(() => {});
+  }, [adapter, threadId, lastReadableId]);
+
+  const typingUserIds = useMemo(() => {
+    const now = Date.now();
+    return Object.entries(typing)
+      .filter(([, exp]) => exp > now)
+      .map(([u]) => u);
+  }, [typing]);
+
+  // Expire stale typing entries. Bumping `typing` to a new reference forces the
+  // memo above to recompute with a fresh `now`, dropping entries past their TTL.
+  // (A bump of unrelated state can't do this — the memo is keyed on `typing`, so it
+  // would return its cached array and the indicator would stick forever.)
+  useEffect(() => {
+    if (typingUserIds.length === 0) return;
+    const t = setTimeout(() => setTyping((p) => ({ ...p })), TYPING_TTL_MS);
+    return () => clearTimeout(t);
+  }, [typingUserIds.length, typing]);
+
+  // Only my messages that the other side has read.
+  const seenMine = useMemo(() => {
+    const out = new Set<string>();
+    for (const id of seenIds) if (messages.some((m) => m.id === id && m.mine)) out.add(id);
+    return out;
+  }, [seenIds, messages]);
+
+  return {
+    messages,
+    loading,
+    error,
+    send,
+    react,
+    typingUserIds,
+    seenIds: seenMine,
+    sendTyping,
+    canReact: typeof adapter.react === 'function',
+    canUpload: typeof adapter.upload === 'function',
+  };
+}

packages/iios-messaging-ui/src/index.ts

@@ -0,0 +1,36 @@
+// Public API. Components land in Plan 2; adapters/kernel in Plan 3.
+//
+// `runAdapterConformance` is deliberately NOT exported here — it imports vitest and
+// ships from the './conformance' subpath so consumers never pull a test runner into
+// their production bundle.
+export { MessagingProvider, useAdapter } from './provider';
+export { useConversations } from './hooks/use-conversations';
+export { useMessages } from './hooks/use-messages';
+export { useChannels } from './hooks/use-channels';
+export { useMembers } from './hooks/use-members';
+export { isOwnMessage } from './types';
+
+// Rendered UI. Pair with the './styles.css' export (or override the --miu-* tokens).
+export { Messenger } from './components/messenger';
+export { ConversationList } from './components/conversation-list';
+export { ChannelBrowser } from './components/channel-browser';
+export { Thread } from './components/thread';
+
+export type { MessagingAdapter } from './adapter';
+export type { ConversationsState } from './hooks/use-conversations';
+export type { MessagesState, UiMessage } from './hooks/use-messages';
+export type { ChannelsState } from './hooks/use-channels';
+export type {
+  Attachment,
+  ChannelSummary,
+  ChannelVisibility,
+  Conversation,
+  CreateChannelInput,
+  Membership,
+  Message,
+  MessageEvent,
+  Person,
+  Reaction,
+  SendOpts,
+  Unsubscribe,
+} from './types';

packages/iios-messaging-ui/src/mentions.test.tsx

@@ -0,0 +1,55 @@
+import { describe, it, expect, vi } from 'vitest';
+import { render, screen, fireEvent, waitFor } from '@testing-library/react';
+import { MessagingProvider } from './provider';
+import { Messenger } from './components/messenger';
+import { MockAdapter } from './adapters/mock';
+import { insertMention, resolveMentions, trailingMentionQuery } from './mentions';
+import type { Person } from './types';
+
+const people: Person[] = [
+  { id: 'pp_sofia', name: 'Sofia Ramirez', kind: 'staff' },
+  { id: 'pp_dan', name: 'Dan Whitaker', kind: 'staff' },
+];
+
+describe('mention helpers', () => {
+  it('trailingMentionQuery finds the @token being typed', () => {
+    expect(trailingMentionQuery('hey @Sof')).toBe('Sof');
+    expect(trailingMentionQuery('@')).toBe('');
+    expect(trailingMentionQuery('no mention here')).toBeNull();
+    expect(trailingMentionQuery('done @Sofia Ramirez ')).toBeNull(); // completed, trailing space
+  });
+
+  it('insertMention replaces the trailing query, keeping the boundary', () => {
+    expect(insertMention('hey @Sof', 'Sofia Ramirez')).toBe('hey @Sofia Ramirez ');
+    expect(insertMention('@ch', 'channel')).toBe('@channel ');
+  });
+
+  it('resolveMentions maps names to ids; @channel expands to everyone', () => {
+    expect(resolveMentions('ping @Sofia Ramirez', people)).toEqual(['pp_sofia']);
+    expect(resolveMentions('nobody here', people)).toEqual([]);
+    expect(resolveMentions('@channel ship it', people).sort()).toEqual(['pp_dan', 'pp_sofia']);
+  });
+});
+
+describe('<Thread /> @mention autocomplete', () => {
+  it('picking a suggestion inserts the name and send carries the mention id', async () => {
+    const adapter = new MockAdapter();
+    const sendSpy = vi.spyOn(adapter, 'send');
+    render(
+      <MessagingProvider adapter={adapter}>
+        <Messenger />
+      </MessagingProvider>,
+    );
+    const input = (await screen.findByLabelText('Message')) as HTMLInputElement;
+    fireEvent.change(input, { target: { value: 'hey @Sof' } });
+
+    // The suggestion (role=option) is distinct from the sidebar row of the same name.
+    fireEvent.click(await screen.findByRole('option', { name: 'Sofia Ramirez' }));
+    expect(input.value).toBe('hey @Sofia Ramirez ');
+
+    fireEvent.click(screen.getByText('Send'));
+    await waitFor(() => expect(sendSpy).toHaveBeenCalled());
+    const opts = sendSpy.mock.calls[0]![2];
+    expect(opts?.mentions).toContain('pp_sofia');
+  });
+});

packages/iios-messaging-ui/src/mentions.tsx

@@ -0,0 +1,51 @@
+import type { ReactNode } from 'react';
+import type { Person } from './types';
+
+/** Room-wide mention tokens, always offered alongside members. */
+export const SPECIAL_MENTIONS = ['channel', 'here'];
+
+function esc(s: string): string {
+  return s.replace(/[.*+?^${}()|[\]\\]/g, '\\$&');
+}
+
+/** The @token currently being typed at the end of the draft (caret-at-end), or null. */
+export function trailingMentionQuery(draft: string): string | null {
+  const m = draft.match(/(?:^|\s)@([\w]*)$/);
+  return m ? (m[1] ?? '') : null;
+}
+
+/** Replace the trailing @query with `@insert ` (keeping the leading boundary). */
+export function insertMention(draft: string, insert: string): string {
+  return draft.replace(/(^|\s)@([\w]*)$/, (_full, lead: string) => `${lead}@${insert} `);
+}
+
+/** Resolve the opaque mention userId list from the final text + known members. */
+export function resolveMentions(text: string, members: Person[]): string[] {
+  const ids = new Set<string>();
+  for (const p of members) if (text.includes(`@${p.name}`)) ids.add(p.id);
+  if (/@channel\b/.test(text) || /@here\b/.test(text)) for (const p of members) ids.add(p.id);
+  return [...ids];
+}
+
+/** Render text with @mentions (member names + @channel/@here) wrapped for highlighting. */
+export function highlightMentions(text: string, memberNames: string[]): ReactNode[] {
+  // Longest-first so "@Sofia Ramirez" wins over a bare "@Sofia".
+  const names = [...new Set([...memberNames, ...SPECIAL_MENTIONS])].filter(Boolean).sort((a, b) => b.length - a.length);
+  if (names.length === 0) return [text];
+  const re = new RegExp(`@(${names.map(esc).join('|')})`, 'g');
+  const out: ReactNode[] = [];
+  let last = 0;
+  let key = 0;
+  let m: RegExpExecArray | null;
+  while ((m = re.exec(text)) !== null) {
+    if (m.index > last) out.push(text.slice(last, m.index));
+    out.push(
+      <span key={`m${key++}`} className="miu-mention">
+        {m[0]}
+      </span>,
+    );
+    last = m.index + m[0].length;
+  }
+  if (last < text.length) out.push(text.slice(last));
+  return out.length > 0 ? out : [text];
+}

packages/iios-messaging-ui/src/provider.test.tsx

@@ -0,0 +1,25 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen } from '@testing-library/react';
+import { MessagingProvider, useAdapter } from './provider';
+import { MockAdapter } from './adapters/mock';
+
+function ShowActor() {
+  const adapter = useAdapter();
+  return <span>{adapter.currentActorId()}</span>;
+}
+
+describe('MessagingProvider', () => {
+  it('supplies the injected adapter to descendants', () => {
+    render(
+      <MessagingProvider adapter={new MockAdapter()}>
+        <ShowActor />
+      </MessagingProvider>,
+    );
+    expect(screen.getByText('me')).toBeDefined();
+  });
+
+  it('throws a helpful error when a hook is used outside the provider', () => {
+    // React logs the error boundary trace; that noise is expected.
+    expect(() => render(<ShowActor />)).toThrow(/useAdapter must be used within a <MessagingProvider>/);
+  });
+});

packages/iios-messaging-ui/src/provider.tsx

@@ -0,0 +1,22 @@
+import { createContext, useContext, type ReactNode } from 'react';
+import type { MessagingAdapter } from './adapter';
+
+const AdapterContext = createContext<MessagingAdapter | null>(null);
+
+export function MessagingProvider({
+  adapter,
+  children,
+}: {
+  adapter: MessagingAdapter;
+  children: ReactNode;
+}) {
+  return <AdapterContext.Provider value={adapter}>{children}</AdapterContext.Provider>;
+}
+
+/** Access the host-injected adapter. Throws outside a provider — a missing provider is
+ *  a wiring bug, and failing loudly beats a confusing null-deref three layers down. */
+export function useAdapter(): MessagingAdapter {
+  const adapter = useContext(AdapterContext);
+  if (!adapter) throw new Error('useAdapter must be used within a <MessagingProvider>');
+  return adapter;
+}

packages/iios-messaging-ui/src/smoke.test.tsx

@@ -0,0 +1,9 @@
+import { describe, it, expect } from 'vitest';
+import { render, screen } from '@testing-library/react';
+
+describe('test infrastructure', () => {
+  it('renders React components in jsdom', () => {
+    render(<div>messaging-ui</div>);
+    expect(screen.getByText('messaging-ui')).toBeDefined();
+  });
+});

packages/iios-messaging-ui/src/styles.css

@@ -0,0 +1,391 @@
+/* Default theme for @insignia/iios-messaging-ui. Everything is driven by CSS variables
+   scoped to .miu-messenger, so a host restyles by overriding the tokens — no component edits. */
+.miu-messenger {
+  --miu-bg: #0e0e13;
+  --miu-panel: #16161d;
+  --miu-panel-2: #1d1d26;
+  --miu-border: #262631;
+  --miu-text: #e9e9ef;
+  --miu-muted: #9a9aa7;
+  --miu-accent: #fda913;
+  --miu-accent-text: #1a1206;
+  --miu-radius: 12px;
+
+  display: flex;
+  height: 100%;
+  min-height: 0;
+  color: var(--miu-text);
+  background: var(--miu-bg);
+  font-family: system-ui, -apple-system, "Segoe UI", sans-serif;
+  font-size: 14px;
+}
+
+.miu-sidebar {
+  width: 300px;
+  flex-shrink: 0;
+  border-right: 1px solid var(--miu-border);
+  overflow-y: auto;
+  background: var(--miu-panel);
+}
+
+.miu-main {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+}
+
+/* conversation list */
+.miu-convlist {
+  list-style: none;
+  margin: 0;
+  padding: 0;
+}
+.miu-convrow {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  width: 100%;
+  padding: 11px 14px;
+  border: none;
+  border-bottom: 1px solid var(--miu-border);
+  background: transparent;
+  color: inherit;
+  text-align: left;
+  cursor: pointer;
+  font: inherit;
+}
+.miu-convrow:hover {
+  background: var(--miu-panel-2);
+}
+.miu-convrow.is-active {
+  background: var(--miu-panel-2);
+}
+.miu-avatar {
+  width: 34px;
+  height: 34px;
+  flex-shrink: 0;
+  border-radius: 50%;
+  display: grid;
+  place-items: center;
+  font-size: 12px;
+  font-weight: 700;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+.miu-convrow-main {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 2px;
+}
+.miu-convrow-title {
+  font-weight: 600;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+.miu-convrow-preview {
+  color: var(--miu-muted);
+  font-size: 12.5px;
+  white-space: nowrap;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+.miu-badge {
+  flex-shrink: 0;
+  min-width: 18px;
+  height: 18px;
+  padding: 0 5px;
+  border-radius: 999px;
+  display: grid;
+  place-items: center;
+  font-size: 11px;
+  font-weight: 700;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+
+/* thread */
+.miu-thread {
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  min-height: 0;
+}
+.miu-messages {
+  flex: 1;
+  min-height: 0;
+  overflow-y: auto;
+  padding: 16px;
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+}
+.miu-msg {
+  display: flex;
+  flex-direction: column;
+  align-items: flex-start;
+  max-width: 78%;
+}
+.miu-msg.is-mine {
+  align-self: flex-end;
+  align-items: flex-end;
+}
+.miu-bubble {
+  padding: 8px 12px;
+  border-radius: 14px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+  white-space: pre-wrap;
+  word-break: break-word;
+}
+.miu-msg.is-mine .miu-bubble {
+  border: none;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+.miu-msg.is-pending {
+  opacity: 0.6;
+}
+.miu-reactions {
+  display: flex;
+  gap: 4px;
+  margin-top: 3px;
+}
+.miu-reaction {
+  font-size: 12px;
+  padding: 1px 7px;
+  border-radius: 999px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel-2);
+}
+.miu-reaction.is-mine {
+  border-color: var(--miu-accent);
+}
+.miu-seen {
+  font-size: 11px;
+  color: var(--miu-muted);
+  margin-top: 2px;
+}
+.miu-typing {
+  font-size: 12.5px;
+  color: var(--miu-muted);
+  font-style: italic;
+}
+
+/* mentions */
+.miu-mention {
+  color: var(--miu-accent);
+  font-weight: 600;
+}
+.miu-msg.is-mine .miu-bubble .miu-mention {
+  color: var(--miu-accent-text);
+  text-decoration: underline;
+}
+
+/* composer */
+.miu-composer {
+  position: relative;
+  display: flex;
+  gap: 8px;
+  padding: 12px;
+  border-top: 1px solid var(--miu-border);
+}
+.miu-suggest {
+  position: absolute;
+  left: 12px;
+  right: 12px;
+  bottom: calc(100% - 4px);
+  margin: 0;
+  padding: 4px;
+  list-style: none;
+  max-height: 200px;
+  overflow-y: auto;
+  border: 1px solid var(--miu-border);
+  border-radius: var(--miu-radius);
+  background: var(--miu-panel);
+  box-shadow: 0 10px 30px -12px rgba(0, 0, 0, 0.6);
+  z-index: 5;
+}
+.miu-suggest-item {
+  display: block;
+  width: 100%;
+  text-align: left;
+  padding: 7px 10px;
+  border: none;
+  border-radius: 8px;
+  background: transparent;
+  color: var(--miu-text);
+  font: inherit;
+  cursor: pointer;
+}
+.miu-suggest-item:hover {
+  background: var(--miu-panel-2);
+}
+.miu-input {
+  flex: 1;
+  padding: 9px 12px;
+  border-radius: 10px;
+  border: 1px solid var(--miu-border);
+  background: var(--miu-panel);
+  color: var(--miu-text);
+  font: inherit;
+  outline: none;
+}
+.miu-input:focus {
+  border-color: var(--miu-accent);
+}
+.miu-send {
+  padding: 0 16px;
+  border-radius: 10px;
+  border: none;
+  font-weight: 700;
+  cursor: pointer;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+.miu-send:disabled {
+  opacity: 0.5;
+  cursor: not-allowed;
+}
+
+/* sidebar sections + channel browser */
+.miu-section {
+  border-bottom: 1px solid var(--miu-border);
+}
+.miu-section-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 10px 14px 4px;
+  font-size: 11px;
+  font-weight: 700;
+  letter-spacing: 0.06em;
+  text-transform: uppercase;
+  color: var(--miu-muted);
+}
+.miu-section-add {
+  border: none;
+  background: transparent;
+  color: var(--miu-muted);
+  cursor: pointer;
+  font-size: 16px;
+  line-height: 1;
+  padding: 0 4px;
+}
+.miu-section-add:hover {
+  color: var(--miu-text);
+}
+.miu-empty-sm {
+  padding: 8px 14px 12px;
+  text-align: left;
+  font-size: 12.5px;
+}
+
+.miu-browser {
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  min-height: 0;
+  padding: 16px;
+  gap: 14px;
+  overflow-y: auto;
+}
+.miu-browser-head {
+  font-size: 16px;
+  font-weight: 700;
+}
+.miu-channel-create {
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+  padding: 12px;
+  border: 1px solid var(--miu-border);
+  border-radius: var(--miu-radius);
+  background: var(--miu-panel);
+}
+.miu-channel-vis {
+  display: flex;
+  gap: 16px;
+  font-size: 13px;
+  color: var(--miu-muted);
+}
+.miu-channel-vis label {
+  display: inline-flex;
+  align-items: center;
+  gap: 5px;
+  cursor: pointer;
+}
+.miu-browser-list {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+}
+.miu-browser-row {
+  display: flex;
+  align-items: center;
+  gap: 10px;
+  padding: 10px 12px;
+  border: 1px solid var(--miu-border);
+  border-radius: var(--miu-radius);
+  background: var(--miu-panel);
+}
+.miu-channel-glyph {
+  width: 30px;
+  height: 30px;
+  flex-shrink: 0;
+  border-radius: 8px;
+  display: grid;
+  place-items: center;
+  font-weight: 700;
+  color: var(--miu-muted);
+  background: var(--miu-panel-2);
+}
+.miu-browser-main {
+  flex: 1;
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 1px;
+}
+.miu-browser-name {
+  font-weight: 600;
+}
+.miu-browser-topic {
+  font-size: 12.5px;
+  color: var(--miu-muted);
+}
+.miu-browser-meta {
+  font-size: 11.5px;
+  color: var(--miu-muted);
+}
+.miu-join {
+  flex-shrink: 0;
+  padding: 5px 14px;
+  border-radius: 8px;
+  border: none;
+  font-weight: 700;
+  cursor: pointer;
+  color: var(--miu-accent-text);
+  background: var(--miu-accent);
+}
+.miu-browser-joined {
+  flex-shrink: 0;
+  font-size: 12px;
+  color: var(--miu-muted);
+}
+
+/* misc */
+.miu-empty {
+  padding: 24px;
+  color: var(--miu-muted);
+  text-align: center;
+}
+.miu-thread-empty {
+  margin: auto;
+}
+.miu-error {
+  color: #f0563f;
+}

packages/iios-messaging-ui/src/test-setup.ts

@@ -0,0 +1,8 @@
+import { afterEach } from 'vitest';
+import { cleanup } from '@testing-library/react';
+
+// @testing-library/react auto-registers cleanup only when afterEach is a global.
+// We run with globals: false, so register it explicitly.
+afterEach(() => {
+  cleanup();
+});

packages/iios-messaging-ui/src/types.test.ts

@@ -0,0 +1,28 @@
+import { describe, it, expect } from 'vitest';
+import { isOwnMessage } from './types';
+import type { Message } from './types';
+
+const base: Message = {
+  id: 'm1',
+  actorId: 'actor_a',
+  text: 'hello',
+  at: '2026-07-17T10:00:00.000Z',
+};
+
+describe('isOwnMessage', () => {
+  it('is true when the message actor matches the current actor', () => {
+    expect(isOwnMessage(base, 'actor_a')).toBe(true);
+  });
+
+  it('is false when the actors differ', () => {
+    expect(isOwnMessage(base, 'actor_b')).toBe(false);
+  });
+
+  it('is false when the current actor is unknown', () => {
+    expect(isOwnMessage(base, null)).toBe(false);
+  });
+
+  it('is false when the message has no actor', () => {
+    expect(isOwnMessage({ ...base, actorId: null }, 'actor_a')).toBe(false);
+  });
+});

packages/iios-messaging-ui/src/types.ts

@@ -0,0 +1,87 @@
+// Domain types for the messaging UI. Zero imports on purpose: this file must never
+// reach for a transport package. Adapters map their own DTOs onto these.
+
+export type Membership = 'dm' | 'group' | 'channel';
+
+export type ChannelVisibility = 'public' | 'private';
+
+export interface Person {
+  id: string;
+  name: string;
+  kind: 'staff' | 'customer';
+}
+
+export interface Conversation {
+  threadId: string;
+  title: string;
+  subject: string | null;
+  membership: Membership | null;
+  participants: string[];
+  unread: number;
+  lastMessage?: string;
+  lastAt?: string;
+  /** Channel description (channels only). */
+  topic?: string | null;
+}
+
+/** A discoverable channel (from browseChannels) — includes ones the caller has NOT joined. */
+export interface ChannelSummary {
+  threadId: string;
+  name: string;
+  topic: string | null;
+  visibility: ChannelVisibility;
+  memberCount: number;
+  /** True if the current user is already a member. */
+  joined: boolean;
+}
+
+export interface CreateChannelInput {
+  name: string;
+  topic?: string;
+  visibility: ChannelVisibility;
+}
+
+export interface Reaction {
+  emoji: string;
+  count: number;
+  mine: boolean;
+}
+
+export interface Attachment {
+  url: string;
+  mime: string;
+  name: string;
+}
+
+export interface Message {
+  id: string;
+  actorId: string | null;
+  text: string;
+  at: string;
+  parentInteractionId?: string | null;
+  reactions?: Reaction[];
+  attachment?: Attachment;
+  /** True only when the transport is optimistic-local and not yet acknowledged. */
+  pending?: boolean;
+}
+
+export interface SendOpts {
+  parentInteractionId?: string;
+  attachment?: Attachment;
+  /** Opaque userId notify-list (from @mentions). The app parses "@"; the kernel just forwards it. */
+  mentions?: string[];
+}
+
+export type MessageEvent =
+  | { kind: 'message'; message: Message }
+  | { kind: 'typing'; userId: string }
+  | { kind: 'receipt'; messageId: string; actorId: string }
+  | { kind: 'reaction'; messageId: string; reactions: Reaction[] };
+
+export type Unsubscribe = () => void;
+
+/** Ownership is a pure function of explicit identity — never inferred from history.
+ *  See the spec: inferring it is the bug this SDK exists partly to kill. */
+export function isOwnMessage(message: Message, currentActorId: string | null): boolean {
+  return currentActorId !== null && message.actorId !== null && message.actorId === currentActorId;
+}

packages/iios-messaging-ui/tsconfig.json

@@ -0,0 +1,14 @@
+{
+  "extends": "../../tsconfig.base.json",
+  "compilerOptions": {
+    "outDir": "./dist",
+    "rootDir": "./src",
+    "module": "ESNext",
+    "moduleResolution": "bundler",
+    "lib": ["ES2022", "DOM"],
+    "jsx": "react-jsx",
+    "types": ["react"]
+  },
+  "include": ["src/**/*.ts", "src/**/*.tsx"],
+  "exclude": ["src/**/*.test.ts", "src/**/*.test.tsx"]
+}

packages/iios-messaging-ui/tsup.config.ts

@@ -0,0 +1,15 @@
+import { defineConfig } from 'tsup';
+
+export default defineConfig({
+  // `src/adapters/mock.ts` and `src/conformance.ts` are added as separate entries
+  // in later tasks (they don't exist yet). `conformance` in particular is its own
+  // entry, never reachable from `index`, because it imports vitest, and bundling
+  // that into the main barrel would drag a test runner into every consumer's
+  // production build.
+  entry: ['src/index.ts', 'src/adapters/mock.ts', 'src/adapters/kernel-client.ts', 'src/conformance.ts', 'src/styles.css'],
+  format: ['esm'],
+  // Types only for the TS entries — styles.css has no .d.ts (and tsc chokes on a .css root file).
+  dts: { entry: ['src/index.ts', 'src/adapters/mock.ts', 'src/adapters/kernel-client.ts', 'src/conformance.ts'] },
+  clean: true,
+  external: ['react', 'react-dom', 'vitest', '@insignia/iios-kernel-client'],
+});

packages/iios-messaging-ui/vitest.config.ts

@@ -0,0 +1,13 @@
+import { defineConfig } from 'vitest/config';
+
+// This package owns its vitest config on purpose. The ROOT config includes only
+// `.ts` (never `.tsx`) and provisions a Postgres DB via globalSetup for every run —
+// a pure-UI package must not drag a database along, and its tests are .tsx.
+export default defineConfig({
+  test: {
+    environment: 'jsdom',
+    include: ['src/**/*.{test,spec}.{ts,tsx}'],
+    setupFiles: ['./src/test-setup.ts'],
+    globals: false,
+  },
+});

packages/iios-service/.env.example

@@ -49,3 +49,22 @@ IIOS_AI_BUDGET_UNITS=100000          # per-scope AI cost-unit budget (KG-12)
 # ── Capability providers (governed egress targets) ───────────────────────────
 # Per-channel provider endpoint the CapabilityBroker calls, e.g.:
 # IIOS_PROVIDER_URL_EMAIL=https://provider.internal/email
+
+# ── Context attestation (July 12 trust layer) ──
+# Audience IIOS requires on attestations addressed to it.
+IIOS_ATTESTATION_AUDIENCE=iios-core
+# Dev only: shared HS256 secret AppShell's stand-in signs attestations with (seeds the
+# appshell-crm client into the registry when IIOS_DEV_TOKENS=1).
+# IIOS_ATTESTATION_DEV_SECRET=appshell-dev-signing-key
+# When '1', every guarded request MUST carry a valid X-Context-Attestation (else 403).
+# Leave OFF until callers (AppShell/be-crm) forward attestations. Verified-if-present regardless.
+IIOS_REQUIRE_ATTESTATION=0
+
+# ─── Object storage (media + email attachments) ───────────────────
+# Unset → local disk (MEDIA_DIR). Set these → S3-compatible (AWS S3 / MinIO / R2 / Supabase).
+# IIOS_S3_ENDPOINT=https://minio.your-server:9000   # omit for AWS S3
+# IIOS_S3_BUCKET=iios-media
+# IIOS_S3_ACCESS_KEY=...
+# IIOS_S3_SECRET_KEY=...
+# IIOS_S3_REGION=us-east-1                            # any value for MinIO
+# IIOS_S3_FORCE_PATH_STYLE=true                       # true for MinIO/self-hosted

packages/iios-service/package.json

@@ -12,6 +12,7 @@
     "prisma:studio": "prisma studio"
   },
   "dependencies": {
+    "@aws-sdk/client-s3": "^3.1090.0",
     "@insignia/iios-adapter-sdk": "workspace:*",
     "@insignia/iios-contracts": "workspace:*",
     "@nestjs/common": "^11.1.27",
@@ -24,8 +25,11 @@
     "class-transformer": "^0.5.1",
     "class-validator": "^0.15.1",
     "dotenv": "^16.4.7",
+    "handlebars": "^4.7.9",
     "ioredis": "^5.11.1",
     "jsonwebtoken": "^9.0.3",
+    "jwks-rsa": "^4.1.0",
+    "nodemailer": "^9.0.3",
     "prisma": "^6.2.1",
     "reflect-metadata": "^0.2.2",
     "rxjs": "^7.8.2",
@@ -39,6 +43,7 @@
     "@types/express": "^5.0.6",
     "@types/jsonwebtoken": "^9.0.10",
     "@types/node": "^26.0.1",
+    "@types/nodemailer": "^8.0.1",
     "@types/web-push": "^3.6.4",
     "socket.io-client": "^4.8.3",
     "typescript": "^5.7.3"

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

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

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

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

packages/iios-service/prisma/migrations/20260718110000_add_outbound_template_provenance/migration.sql

@@ -0,0 +1,9 @@
+-- Template provenance on the outbound command: which template (key/version/locale) produced this
+-- send, plus a hash of the rendered content. The rendered content itself already lives in `payload`;
+-- these columns answer "which template version produced this send?" for replay/audit. All nullable —
+-- non-templated sends leave them null.
+ALTER TABLE "IiosOutboundCommand"
+  ADD COLUMN "templateKey"     TEXT,
+  ADD COLUMN "templateVersion" INTEGER,
+  ADD COLUMN "templateLocale"  TEXT,
+  ADD COLUMN "renderedHash"    TEXT;

packages/iios-service/prisma/schema.prisma

@@ -96,6 +96,12 @@ enum IiosInboxState {
   STALE
 }
 
+enum IiosTemplateChannel {
+  EMAIL
+  SMS
+  INTERNAL
+}
+
 enum IiosTicketState {
   NEW
   OPEN
@@ -310,6 +316,7 @@ model IiosScope {
   tickets       IiosTicket[]
   callbacks     IiosCallbackRequest[]
   notificationSubscriptions IiosNotificationSubscription[]
+  messageTemplates IiosMessageTemplate[]
 
   @@index([orgId, appId, tenantId])
 }
@@ -677,6 +684,33 @@ model IiosInboxItem {
   @@index([ownerActorId, state, priority])
 }
 
+/// A reusable message template (email/SMS/in-app). DB is runtime truth; platform defaults are
+/// seeded from repo files on boot. Versions are immutable — a change writes a new (higher) version,
+/// never edits in place, so a rendered send can always be traced to the exact source it used.
+/// scopeId NULL = a platform default; set = a tenant scope's override of the same key. Resolution
+/// prefers the scoped row, else the global default. (The global-uniqueness of NULL-scope rows is
+/// enforced by a partial unique index added in the migration — Postgres treats NULL as distinct.)
+model IiosMessageTemplate {
+  id        String              @id @default(cuid())
+  scopeId   String?
+  scope     IiosScope?          @relation(fields: [scopeId], references: [id], onDelete: Cascade)
+  key       String
+  channel   IiosTemplateChannel
+  locale    String              @default("en")
+  version   Int                 @default(1)
+  subject   String?
+  bodyHtml  String?
+  bodyText  String?
+  /// Declared variable names — render throws if a declared var is missing (fail loud).
+  variables Json?
+  active    Boolean             @default(true)
+  createdAt DateTime            @default(now())
+  updatedAt DateTime            @updatedAt
+
+  @@unique([scopeId, key, channel, locale, version])
+  @@index([key, channel, locale, active])
+}
+
 /// Audit trail of inbox-item state transitions.
 model IiosInboxItemStateHistory {
   id          String          @id @default(cuid())
@@ -834,6 +868,11 @@ model IiosOutboundCommand {
   idempotencyKey   String              @unique
   providerRef      String?
   consentReceiptRef String?            // CMP consent receipt this send went out under (P9)
+  // Template provenance (which source produced this send) — null for non-templated sends.
+  templateKey      String?
+  templateVersion  Int?
+  templateLocale   String?
+  renderedHash     String?             // sha256 of the rendered content, for replay/audit
   createdAt        DateTime            @default(now())
 
   attempts IiosDeliveryAttempt[]
@@ -1321,3 +1360,31 @@ model IiosDlqItem {
   @@unique([consumerName, sourceId])
   @@index([scopeId, status])
 }
+
+// ─── Trust plane (July 12) — context attestation ──────────────────
+// Registered clients/BFFs/adapters allowed to call IIOS and attest context on
+// behalf of an app. A valid actor token is NOT enough; the caller must present a
+// context attestation signed by one of these registered clients.
+model IiosClientRegistry {
+  clientId      String   @id
+  clientType    String   // APPSHELL | SUPPORT_BFF | ADAPTER | CALENDAR | SERVICE
+  ownerService  String?
+  allowedAppIds String[] // which app_ids this client may attest for
+  attestSecret  String?  // dev: shared HS256 signing key (AppShell's key stand-in)
+  jwksUri       String?  // prod: verify the attestation signature via JWKS
+  spiffeId      String?  // prod: workload identity for mTLS proof
+  status        String   @default("ACTIVE") // ACTIVE | DISABLED
+  createdAt     DateTime @default(now())
+  updatedAt     DateTime @updatedAt
+}
+
+// Single-use nonce ledger: once a context attestation's nonce is seen it can
+// never be replayed. Reserve-if-absent (unique PK) makes the check atomic.
+model IiosAttestationNonce {
+  nonce       String   @id
+  clientId    String
+  expiresAt   DateTime
+  firstSeenAt DateTime @default(now())
+
+  @@index([expiresAt])
+}

packages/iios-service/src/adapters/outbound.service.ts

@@ -34,8 +34,18 @@ export class OutboundService {
     idempotencyKey?: string,
     scopeId?: string,
     purpose?: string,
+    /** Opaque template provenance recorded on the command. OutboundService neither renders nor
+     *  resolves templates — it only persists the four strings it is handed (guaranteed by the
+     *  templated sender, never by caller convention). */
+    provenance?: { templateKey?: string | null; templateVersion?: number | null; templateLocale?: string | null; renderedHash?: string | null },
   ) {
     const key = idempotencyKey ?? randomUUID();
+    const prov = {
+      templateKey: provenance?.templateKey ?? null,
+      templateVersion: provenance?.templateVersion ?? null,
+      templateLocale: provenance?.templateLocale ?? null,
+      renderedHash: provenance?.renderedHash ?? null,
+    };
 
     // The actual send. The inner findUnique stays as a backstop so a FAILED-then-retried
     // command returns the existing row instead of colliding on idempotencyKey @unique.
@@ -46,14 +56,14 @@ export class OutboundService {
       // Per-target rate limit AND per-tenant quota (a noisy tenant can't starve shared egress).
       if (!(await this.allow(channelType, target)) || !(await this.allowTenant(scopeId))) {
         const cmd = await this.prisma.iiosOutboundCommand.create({
-          data: { channelType, target, scopeId, payload: payload as Prisma.InputJsonValue, status: 'RATE_LIMITED', idempotencyKey: key },
+          data: { channelType, target, scopeId, payload: payload as Prisma.InputJsonValue, status: 'RATE_LIMITED', idempotencyKey: key, ...prov },
         });
         await this.prisma.iiosDeliveryAttempt.create({ data: { commandId: cmd.id, attemptNo: 1, status: 'RATE_LIMITED' } });
         return cmd;
       }
 
       const cmd = await this.prisma.iiosOutboundCommand.create({
-        data: { channelType, target, scopeId, payload: payload as Prisma.InputJsonValue, status: 'PENDING', idempotencyKey: key },
+        data: { channelType, target, scopeId, payload: payload as Prisma.InputJsonValue, status: 'PENDING', idempotencyKey: key, ...prov },
       });
 
       let result;

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

@@ -1,6 +1,7 @@
 import { Module } from '@nestjs/common';
 import { PrismaModule } from './prisma/prisma.module';
 import { PlatformModule } from './platform/platform.module';
+import { AttestationModule } from './platform/attestation.module';
 import { IdentityModule } from './identity/identity.module';
 import { InteractionsModule } from './interactions/interactions.module';
 import { IdempotencyModule } from './idempotency/idempotency.module';
@@ -9,6 +10,8 @@ import { OutboxModule } from './outbox/outbox.module';
 import { ThreadsModule } from './threads/threads.module';
 import { MessageModule } from './messaging/message.module';
 import { InboxModule } from './inbox/inbox.module';
+import { TemplateModule } from './templates/template.module';
+import { MailModule } from './mail/mail.module';
 import { MediaModule } from './media/media.module';
 import { NotificationModule } from './notifications/notification.module';
 import { SupportModule } from './support/support.module';
@@ -27,6 +30,7 @@ import { DevController } from './dev/dev.controller';
   imports: [
     PrismaModule,
     PlatformModule,
+    AttestationModule,
     IdentityModule,
     InteractionsModule,
     IdempotencyModule,
@@ -35,6 +39,8 @@ import { DevController } from './dev/dev.controller';
     ThreadsModule,
     MessageModule,
     InboxModule,
+    TemplateModule,
+    MailModule,
     MediaModule,
     NotificationModule,
     SupportModule,

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

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

packages/iios-service/src/capability/capability.registry.spec.ts

@@ -0,0 +1,34 @@
+import { describe, it, expect, afterEach } from 'vitest';
+import { CapabilityProviderRegistry } from './capability.registry';
+
+// The registry reads env in its constructor, so each case sets env → constructs a fresh registry →
+// asserts → restores env.
+const SMTP_KEYS = ['IIOS_SMTP_HOST', 'IIOS_SMTP_USER', 'IIOS_SMTP_PASS', 'IIOS_PROVIDER_URL_EMAIL'];
+const saved: Record<string, string | undefined> = {};
+function set(env: Record<string, string | undefined>) {
+  for (const k of SMTP_KEYS) { saved[k] = process.env[k]; delete process.env[k]; }
+  for (const [k, v] of Object.entries(env)) if (v != null) process.env[k] = v;
+}
+afterEach(() => { for (const k of SMTP_KEYS) { if (saved[k] == null) delete process.env[k]; else process.env[k] = saved[k]; } });
+
+describe('CapabilityProviderRegistry — EMAIL precedence (SMTP > HTTP > sandbox)', () => {
+  it('binds SMTP for EMAIL when the SMTP env trio is set', () => {
+    set({ IIOS_SMTP_HOST: 'smtp.test', IIOS_SMTP_USER: 'accounts@x', IIOS_SMTP_PASS: 'p' });
+    expect(new CapabilityProviderRegistry().forChannel('EMAIL').name).toBe('smtp');
+  });
+
+  it('binds the HTTP EmailProvider when only IIOS_PROVIDER_URL_EMAIL is set', () => {
+    set({ IIOS_PROVIDER_URL_EMAIL: 'https://relay.test/send' });
+    expect(new CapabilityProviderRegistry().forChannel('EMAIL').name).toBe('email-http');
+  });
+
+  it('SMTP wins over the HTTP relay when both are set', () => {
+    set({ IIOS_SMTP_HOST: 'smtp.test', IIOS_SMTP_USER: 'accounts@x', IIOS_SMTP_PASS: 'p', IIOS_PROVIDER_URL_EMAIL: 'https://relay.test/send' });
+    expect(new CapabilityProviderRegistry().forChannel('EMAIL').name).toBe('smtp');
+  });
+
+  it('falls back to the sandbox when neither is configured', () => {
+    set({});
+    expect(new CapabilityProviderRegistry().forChannel('EMAIL').name).toBe('sandbox');
+  });
+});

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

@@ -1,22 +1,27 @@
-import { Injectable, NotFoundException } from '@nestjs/common';
+import { Inject, Injectable, NotFoundException, Optional } from '@nestjs/common';
 import type { CapabilityProvider } from '@insignia/iios-contracts';
 import { SandboxProvider } from './sandbox.provider';
 import { HttpProvider } from './http.provider';
 import { EmailProvider } from './email.provider';
+import { SmtpProvider, smtpFallbackFromEnv, smtpIdentityFromEnv, storageResolver } from './smtp.provider';
+import { STORAGE_PORT, type StoragePort } from '../media/storage.port';
 
-const DEFAULT_CHANNELS = ['WEBHOOK', 'EMAIL', 'WHATSAPP', 'PORTAL'];
+const DEFAULT_CHANNELS = ['WEBHOOK', 'EMAIL', 'SMS', 'WHATSAPP', 'PORTAL'];
 
 /**
  * Maps a channelType to the provider that executes egress for it. Sandbox by
  * default; if `IIOS_PROVIDER_URL_<CHANNELTYPE>` is set, a real HttpProvider
  * overrides the sandbox for that channel (the "flip the binding" swap). Unknown
  * channels fail closed — no silent egress path.
+ *
+ * Precedence is registration ORDER (register() does Map.set → last wins). For EMAIL:
+ * sandbox → HTTP EmailProvider (if URL set) → SMTP (if SMTP env set), so SMTP > HTTP > sandbox.
  */
 @Injectable()
 export class CapabilityProviderRegistry {
   private readonly byChannel = new Map<string, CapabilityProvider>();
 
-  constructor() {
+  constructor(@Optional() @Inject(STORAGE_PORT) private readonly storage?: StoragePort) {
     for (const ch of DEFAULT_CHANNELS) this.register(new SandboxProvider([ch]));
     for (const ch of DEFAULT_CHANNELS) {
       const url = process.env[`IIOS_PROVIDER_URL_${ch}`];
@@ -24,6 +29,13 @@ export class CapabilityProviderRegistry {
       // EMAIL gets an email-shaped envelope provider; other channels use the generic HTTP one.
       this.register(ch === 'EMAIL' ? new EmailProvider(url) : new HttpProvider(ch, url));
     }
+    // Real SMTP for EMAIL wins over the HTTP relay when configured (registered last). Attachments
+    // resolve through the media StoragePort when one is bound (else attachments FAIL closed).
+    const smtp = smtpIdentityFromEnv();
+    if (smtp) {
+      const resolver = this.storage ? storageResolver(this.storage) : undefined;
+      this.register(new SmtpProvider(smtp, smtpFallbackFromEnv() ?? undefined, undefined, resolver));
+    }
   }
 
   register(provider: CapabilityProvider): void {

packages/iios-service/src/capability/smtp.provider.spec.ts

@@ -0,0 +1,135 @@
+import { describe, it, expect } from 'vitest';
+import { SmtpProvider, smtpIdentityFromEnv, smtpFallbackFromEnv, storageResolver, type MailTransport, type SmtpIdentity } from './smtp.provider';
+import type { CapabilityRequest } from '@insignia/iios-contracts';
+
+const ID: SmtpIdentity = { host: 'smtp.test', port: 587, secure: false, user: 'accounts@lynkeduppro.com', pass: 'p', from: 'accounts@lynkeduppro.com' };
+const FB: SmtpIdentity = { ...ID, user: 'ceo@lynkeduppro.com', from: 'Justin <ceo@lynkeduppro.com>' };
+
+const req = (payload: Record<string, unknown>): CapabilityRequest => ({
+  capability: 'channel.send', channelType: 'EMAIL', target: 'dana@acme.com', payload, idempotencyKey: 'k1',
+});
+
+/** A recording transport; optionally throws a given error on send. */
+function stub(opts: { throwErr?: unknown; messageId?: string } = {}) {
+  const calls: Array<{ id: SmtpIdentity; mail: Parameters<MailTransport['sendMail']>[0] }> = [];
+  const make = (id: SmtpIdentity): MailTransport => ({
+    async sendMail(mail) {
+      calls.push({ id, mail });
+      if (opts.throwErr) throw opts.throwErr;
+      return { messageId: opts.messageId ?? '<generated@smtp.test>' };
+    },
+  });
+  return { make, calls };
+}
+
+describe('smtpIdentityFromEnv', () => {
+  const base = { IIOS_SMTP_HOST: 'smtp.test', IIOS_SMTP_USER: 'accounts@x', IIOS_SMTP_PASS: 'p' };
+
+  it('builds the identity from a complete env trio (defaults port 587, secure false)', () => {
+    const id = smtpIdentityFromEnv({ ...base } as NodeJS.ProcessEnv);
+    expect(id).toMatchObject({ host: 'smtp.test', port: 587, secure: false, user: 'accounts@x', from: 'accounts@x' });
+  });
+
+  it('returns null when the trio is incomplete', () => {
+    expect(smtpIdentityFromEnv({ IIOS_SMTP_HOST: 'smtp.test', IIOS_SMTP_USER: 'a@x' } as NodeJS.ProcessEnv)).toBeNull();
+  });
+
+  it('reads the fallback identity, reusing the primary host', () => {
+    const fb = smtpFallbackFromEnv({ ...base, IIOS_SMTP_FALLBACK_USER: 'ceo@x', IIOS_SMTP_FALLBACK_PASS: 'q', IIOS_SMTP_FALLBACK_FROM: 'CEO <ceo@x>' } as NodeJS.ProcessEnv);
+    expect(fb).toMatchObject({ host: 'smtp.test', user: 'ceo@x', from: 'CEO <ceo@x>' });
+  });
+
+  it('returns null fallback when not configured', () => {
+    expect(smtpFallbackFromEnv({ ...base } as NodeJS.ProcessEnv)).toBeNull();
+  });
+});
+
+describe('SmtpProvider.send — envelope', () => {
+  it('maps target + payload into the mail and returns the messageId as providerRef', async () => {
+    const t = stub({ messageId: '<abc@smtp.test>' });
+    const res = await new SmtpProvider(ID, undefined, t.make).send(req({ subject: 'Hi Dana', html: '<p>x</p>', text: 'x' }));
+    expect(res).toMatchObject({ outcome: 'SENT', providerRef: '<abc@smtp.test>' });
+    expect(t.calls[0].mail).toMatchObject({ from: 'accounts@lynkeduppro.com', to: 'dana@acme.com', subject: 'Hi Dana', html: '<p>x</p>', text: 'x' });
+  });
+
+  it('sets In-Reply-To + References headers for a reply', async () => {
+    const t = stub();
+    await new SmtpProvider(ID, undefined, t.make).send(req({ subject: 're', inReplyTo: '<parent@smtp.test>' }));
+    expect(t.calls[0].mail).toMatchObject({ inReplyTo: '<parent@smtp.test>', references: '<parent@smtp.test>' });
+  });
+});
+
+describe('SmtpProvider.send — failure + fallback', () => {
+  it('retries via the fallback identity on a pre-acceptance failure (SENT via fallback)', async () => {
+    // primary throws ECONNREFUSED (server never accepted) → fallback used.
+    const primaryThrows = { make: (id: SmtpIdentity): MailTransport => ({
+      async sendMail(mail) {
+        if (id.user === ID.user) throw Object.assign(new Error('refused'), { code: 'ECONNREFUSED' });
+        return { messageId: '<viaFallback@smtp.test>' };
+      },
+    }) };
+    const res = await new SmtpProvider(ID, FB, primaryThrows.make).send(req({ subject: 'x' }));
+    expect(res.outcome).toBe('SENT');
+    expect(res.providerRef).toBe('fallback:<viaFallback@smtp.test>');
+  });
+
+  it('does NOT retry a post-acceptance failure (avoids double delivery) → FAILED', async () => {
+    // responseCode present = the server already spoke; retrying could double-send.
+    const t = stub({ throwErr: Object.assign(new Error('rejected after data'), { responseCode: 550 }) });
+    const res = await new SmtpProvider(ID, FB, t.make).send(req({ subject: 'x' }));
+    expect(res.outcome).toBe('FAILED');
+    expect(t.calls).toHaveLength(1); // primary only — no fallback attempt
+  });
+
+  it('with no fallback, a failure is FAILED and never throws', async () => {
+    const t = stub({ throwErr: Object.assign(new Error('boom'), { code: 'ETIMEDOUT' }) });
+    const res = await new SmtpProvider(ID, undefined, t.make).send(req({ subject: 'x' }));
+    expect(res.outcome).toBe('FAILED');
+    expect(res.errorCode).toBe('ETIMEDOUT');
+  });
+});
+
+describe('SmtpProvider.send — attachments', () => {
+  const resolver = (map: Record<string, { content: Buffer; contentType?: string; filename?: string }>) =>
+    async (ref: string) => map[ref] ?? null;
+
+  it('resolves attachment refs to bytes and attaches them', async () => {
+    const t = stub();
+    const res = await new SmtpProvider(ID, undefined, t.make, resolver({ 'obj/1': { content: Buffer.from('PDFDATA'), contentType: 'application/pdf' } }))
+      .send(req({ subject: 'Invoice', attachments: [{ filename: 'invoice.pdf', contentRef: 'obj/1', mimeType: 'application/pdf' }] }));
+    expect(res.outcome).toBe('SENT');
+    expect(t.calls[0].mail.attachments).toEqual([{ filename: 'invoice.pdf', content: Buffer.from('PDFDATA'), contentType: 'application/pdf' }]);
+  });
+
+  it('FAILS closed when a declared attachment cannot be resolved (never sends without it)', async () => {
+    const t = stub();
+    const res = await new SmtpProvider(ID, undefined, t.make, resolver({}))
+      .send(req({ subject: 'Invoice', attachments: [{ contentRef: 'missing' }] }));
+    expect(res.outcome).toBe('FAILED');
+    expect(res.errorCode).toBe('ATTACHMENT_UNRESOLVED');
+    expect(t.calls).toHaveLength(0); // nothing sent
+  });
+
+  it('FAILS when attachments are requested but no resolver is wired', async () => {
+    const t = stub();
+    const res = await new SmtpProvider(ID, undefined, t.make) // no resolver
+      .send(req({ subject: 'x', attachments: [{ contentRef: 'obj/1' }] }));
+    expect(res).toMatchObject({ outcome: 'FAILED', errorCode: 'NO_ATTACHMENT_RESOLVER' });
+  });
+
+  it('a plain send with no attachments is unaffected', async () => {
+    const t = stub();
+    const res = await new SmtpProvider(ID, undefined, t.make, resolver({})).send(req({ subject: 'x', text: 'y' }));
+    expect(res.outcome).toBe('SENT');
+    expect(t.calls[0].mail.attachments).toBeUndefined();
+  });
+});
+
+describe('storageResolver (media StoragePort → AttachmentResolver)', () => {
+  it('maps storage bytes into an attachment; missing ref → null', async () => {
+    const storage = { get: async (k: string) => (k === 'obj/1' ? { data: Buffer.from('X'), mime: 'application/pdf' } : null) };
+    const r = storageResolver(storage);
+    expect(await r('obj/1')).toEqual({ content: Buffer.from('X'), contentType: 'application/pdf' });
+    expect(await r('nope')).toBeNull();
+  });
+});

packages/iios-service/src/capability/smtp.provider.ts

@@ -0,0 +1,185 @@
+import { randomUUID } from 'node:crypto';
+import { createTransport } from 'nodemailer';
+import type { CapabilityProvider, CapabilityRequest, ProviderResult } from '@insignia/iios-contracts';
+
+/** One SMTP sending identity (a mailbox + how to reach its server). */
+export interface SmtpIdentity {
+  host: string;
+  port: number;
+  secure: boolean;
+  user: string;
+  pass: string;
+  from: string;
+}
+
+export interface MailAttachment {
+  filename: string;
+  content: Buffer;
+  contentType?: string;
+}
+
+/** Fetch an attachment's bytes by its opaque contentRef (backed by the media StoragePort). */
+export type AttachmentResolver = (contentRef: string) => Promise<{ filename?: string; content: Buffer; contentType?: string } | null>;
+
+/** Build an AttachmentResolver over the media StoragePort (contentRef = the storage object key). */
+export function storageResolver(storage: { get(key: string): Promise<{ data: Buffer; mime: string } | null> }): AttachmentResolver {
+  return async (contentRef) => {
+    const o = await storage.get(contentRef);
+    return o ? { content: o.data, contentType: o.mime } : null;
+  };
+}
+
+/** The subset of a mail transport this provider needs — lets tests inject a stub (no live server). */
+export interface MailTransport {
+  sendMail(mail: {
+    from: string;
+    to: string;
+    subject?: string;
+    text?: string;
+    html?: string;
+    inReplyTo?: string;
+    references?: string;
+    attachments?: MailAttachment[];
+  }): Promise<{ messageId: string; accepted?: unknown[] }>;
+}
+
+const bool = (v: string | undefined): boolean => v === 'true' || v === '1';
+
+/** Build the primary SMTP identity from env, or null if the required trio is incomplete. */
+export function smtpIdentityFromEnv(env: NodeJS.ProcessEnv = process.env): SmtpIdentity | null {
+  return identityFrom(env, '');
+}
+
+/** Build the optional fallback identity (accounts@ → ceo@), or null if not configured. */
+export function smtpFallbackFromEnv(env: NodeJS.ProcessEnv = process.env): SmtpIdentity | null {
+  const fb = identityFrom(env, 'FALLBACK_');
+  if (fb) return fb;
+  // Fallback may reuse the primary host/port and only override the mailbox identity.
+  const host = env.IIOS_SMTP_HOST;
+  const user = env.IIOS_SMTP_FALLBACK_USER;
+  const pass = env.IIOS_SMTP_FALLBACK_PASS;
+  if (!host || !user || !pass) return null;
+  return {
+    host,
+    port: Number(env.IIOS_SMTP_PORT ?? 587),
+    secure: bool(env.IIOS_SMTP_SECURE),
+    user,
+    pass,
+    from: env.IIOS_SMTP_FALLBACK_FROM ?? user,
+  };
+}
+
+function identityFrom(env: NodeJS.ProcessEnv, prefix: string): SmtpIdentity | null {
+  const host = env[`IIOS_SMTP_${prefix}HOST`] ?? (prefix ? undefined : env.IIOS_SMTP_HOST);
+  const user = env[`IIOS_SMTP_${prefix}USER`];
+  const pass = env[`IIOS_SMTP_${prefix}PASS`];
+  if (!host || !user || !pass) return null;
+  return {
+    host,
+    port: Number(env[`IIOS_SMTP_${prefix}PORT`] ?? env.IIOS_SMTP_PORT ?? 587),
+    secure: bool(env[`IIOS_SMTP_${prefix}SECURE`] ?? env.IIOS_SMTP_SECURE),
+    user,
+    pass,
+    from: env[`IIOS_SMTP_${prefix}FROM`] ?? user,
+  };
+}
+
+interface EmailPayload {
+  subject?: string;
+  text?: string;
+  html?: string;
+  inReplyTo?: string;
+  /** Attachment REFS (not bytes) — resolved to bytes at send time via the injected resolver. */
+  attachments?: Array<{ filename?: string; contentRef: string; mimeType?: string }>;
+}
+
+/**
+ * SMTP egress provider (nodemailer). Bound for EMAIL when the SMTP env trio is set (else the sandbox
+ * stays). A transport failure surfaces as FAILED, never thrown. On a PRE-acceptance failure it retries
+ * once via the fallback identity (accounts@ → ceo@); a post-acceptance failure is NOT retried, so a
+ * message the server already accepted can't be double-delivered.
+ */
+export class SmtpProvider implements CapabilityProvider {
+  readonly name = 'smtp';
+  readonly channelTypes = ['EMAIL'];
+  readonly capabilities = { canSend: true };
+
+  private readonly makeTransport: (id: SmtpIdentity) => MailTransport;
+
+  constructor(
+    private readonly primary: SmtpIdentity,
+    private readonly fallback?: SmtpIdentity,
+    makeTransport?: (id: SmtpIdentity) => MailTransport,
+    private readonly resolveAttachment?: AttachmentResolver,
+  ) {
+    this.makeTransport = makeTransport ?? defaultTransport;
+  }
+
+  async send(req: CapabilityRequest): Promise<ProviderResult> {
+    const started = Date.now();
+    const p = (req.payload ?? {}) as EmailPayload;
+
+    // Resolve attachment bytes up front. Fail CLOSED — never send an invoice/receipt email missing
+    // its file; a FAILED command retries instead. Resolved once so a fallback retry doesn't re-fetch.
+    let attachments: MailAttachment[] | undefined;
+    if (p.attachments && p.attachments.length > 0) {
+      if (!this.resolveAttachment) return this.failed('NO_ATTACHMENT_RESOLVER', started);
+      const out: MailAttachment[] = [];
+      for (const a of p.attachments) {
+        const r = await this.resolveAttachment(a.contentRef).catch(() => null);
+        if (!r) return this.failed('ATTACHMENT_UNRESOLVED', started);
+        out.push({ filename: a.filename ?? r.filename ?? 'attachment', content: r.content, ...(a.mimeType ?? r.contentType ? { contentType: a.mimeType ?? r.contentType } : {}) });
+      }
+      attachments = out;
+    }
+
+    const attempt = async (id: SmtpIdentity): Promise<{ messageId: string }> =>
+      this.makeTransport(id).sendMail({
+        from: id.from,
+        to: req.target,
+        subject: p.subject ?? '(no subject)',
+        text: p.text,
+        html: p.html,
+        ...(p.inReplyTo ? { inReplyTo: p.inReplyTo, references: p.inReplyTo } : {}),
+        ...(attachments ? { attachments } : {}),
+      });
+
+    try {
+      const info = await attempt(this.primary);
+      return { providerRef: info.messageId, outcome: 'SENT', latencyMs: Date.now() - started };
+    } catch (err) {
+      // Retry via the fallback identity ONLY if the primary never got the message accepted.
+      if (this.fallback && isPreAcceptanceFailure(err)) {
+        try {
+          const info = await attempt(this.fallback);
+          return { providerRef: `fallback:${info.messageId}`, outcome: 'SENT', latencyMs: Date.now() - started };
+        } catch (err2) {
+          return { providerRef: `smtp-error-${randomUUID().slice(0, 8)}`, outcome: 'FAILED', errorCode: codeOf(err2), latencyMs: Date.now() - started };
+        }
+      }
+      return { providerRef: `smtp-error-${randomUUID().slice(0, 8)}`, outcome: 'FAILED', errorCode: codeOf(err), latencyMs: Date.now() - started };
+    }
+  }
+
+  private failed(errorCode: string, started: number): ProviderResult {
+    return { providerRef: `smtp-error-${randomUUID().slice(0, 8)}`, outcome: 'FAILED', errorCode, latencyMs: Date.now() - started };
+  }
+}
+
+/** True for connect/auth/timeout errors (server never accepted); false once the server responded 2xx. */
+function isPreAcceptanceFailure(err: unknown): boolean {
+  const e = err as { code?: string; responseCode?: number };
+  const preCodes = ['ECONNECTION', 'ETIMEDOUT', 'ECONNREFUSED', 'EDNS', 'EAUTH', 'ESOCKET', 'EENVELOPE'];
+  if (e.code && preCodes.includes(e.code)) return true;
+  // A responseCode present means the server spoke — treat 5xx after acceptance as terminal (no retry).
+  return e.responseCode == null && e.code == null;
+}
+
+function codeOf(err: unknown): string {
+  const e = err as { code?: string; message?: string };
+  return (e.code ?? e.message ?? 'SMTP_ERROR').slice(0, 60);
+}
+
+function defaultTransport(id: SmtpIdentity): MailTransport {
+  return createTransport({ host: id.host, port: id.port, secure: id.secure, auth: { user: id.user, pass: id.pass } }) as unknown as MailTransport;
+}

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

@@ -8,6 +8,9 @@ export interface MessagePrincipal {
   appId: string;
   tenantId?: string;
   displayName?: string;
+  /** The token's audience (`aud`). Used to enforce realtime delegation: a socket-scoped
+   *  token (`iios-message`) must not be a full REST/actor token (`iios-core`), and vice-versa. */
+  audience?: string;
 }
 
 /**

packages/iios-service/src/interactions/ingest.dto.ts

@@ -1,6 +1,7 @@
 import { Type } from 'class-transformer';
 import {
   IsArray,
+  IsInt,
   IsISO8601,
   IsObject,
   IsOptional,
@@ -40,6 +41,7 @@ class PartDto {
   @IsOptional() @IsString() bodyText?: string;
   @IsOptional() @IsString() contentRef?: string;
   @IsOptional() @IsString() mimeType?: string;
+  @IsOptional() @IsInt() sizeBytes?: number;
 }
 
 /** Validates the POST /v1/interactions/ingest body (conforms to IngestInteractionRequest). */

packages/iios-service/src/interactions/ingest.service.ts

@@ -178,6 +178,7 @@ export class IngestService {
             bodyText: p.bodyText,
             contentRef: p.contentRef,
             mimeType: p.mimeType,
+            sizeBytes: p.sizeBytes != null ? BigInt(p.sizeBytes) : undefined,
           })),
         });
 

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

@@ -0,0 +1,57 @@
+import { BadRequestException, Body, Controller, Headers, Post } from '@nestjs/common';
+import { SessionVerifier } from '../platform/session.verifier';
+import type { MessagePrincipal } from '../identity/actor.resolver';
+import { MailService } from './mail.service';
+import { MailInternalDto, MailSendDto } from './mail.dto';
+import type { TemplateSource } from '../templates/template.model';
+
+@Controller('v1/mail')
+export class MailController {
+  constructor(
+    private readonly mail: MailService,
+    private readonly session: SessionVerifier,
+  ) {}
+
+  /** App-to-app mail — renders a template and posts it into the recipient's in-app inbox (no SMTP). */
+  @Post('internal')
+  async internal(@Body() body: MailInternalDto, @Headers('authorization') authorization?: string) {
+    const principal = this.principal(authorization);
+    return this.mail.postInternal(principal, {
+      source: this.source(body),
+      recipientUserId: body.recipientUserId,
+      vars: body.vars ?? {},
+      ...(body.locale ? { locale: body.locale } : {}),
+      idempotencyKey: body.idempotencyKey,
+      ...(body.attachments && body.attachments.length > 0 ? { attachments: body.attachments } : {}),
+    });
+  }
+
+  /** External email (SMTP) + an in-app mirror when a registered recipient is named. */
+  @Post('send')
+  async send(@Body() body: MailSendDto, @Headers('authorization') authorization?: string) {
+    const principal = this.principal(authorization);
+    return this.mail.sendExternalWithMirror(principal, {
+      source: this.source(body),
+      target: body.target,
+      vars: body.vars ?? {},
+      ...(body.locale ? { locale: body.locale } : {}),
+      idempotencyKey: body.idempotencyKey,
+      ...(body.purpose ? { purpose: body.purpose } : {}),
+      ...(body.attachments && body.attachments.length > 0 ? { attachments: body.attachments } : {}),
+      ...(body.mirrorToUserId ? { mirrorToUserId: body.mirrorToUserId } : {}),
+    });
+  }
+
+  private source(body: { key?: string; version?: number; inline?: { subject?: string; html?: string; text?: string; variables?: string[] } }): TemplateSource {
+    if (body.inline && body.key) throw new BadRequestException('provide either "key" or "inline", not both');
+    if (body.inline) return { inline: body.inline };
+    if (body.key) return body.version != null ? { key: body.key, version: body.version } : { key: body.key };
+    throw new BadRequestException('one of "key" or "inline" is required');
+  }
+
+  private principal(authorization?: string): MessagePrincipal {
+    const token = (authorization ?? '').replace(/^Bearer\s+/i, '');
+    if (!token) throw new BadRequestException('Authorization bearer token is required');
+    return this.session.verify(token);
+  }
+}

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

@@ -0,0 +1,41 @@
+import { Type } from 'class-transformer';
+import { IsArray, IsInt, IsNotEmpty, IsObject, IsOptional, IsString, ValidateNested } from 'class-validator';
+import { InlineTemplateDto } from '../templates/template.dto';
+
+/** An email attachment reference — bytes live in the media store under `contentRef`. */
+export class AttachmentDto {
+  @IsOptional() @IsString() filename?: string;
+  @IsString() @IsNotEmpty() contentRef!: string;
+  @IsOptional() @IsString() mimeType?: string;
+  @IsOptional() @IsInt() sizeBytes?: number;
+}
+
+/** POST /v1/mail/internal — app-to-app mail (no SMTP). Provide EITHER `key` OR `inline`. */
+export class MailInternalDto {
+  @IsOptional() @IsString() @IsNotEmpty() key?: string;
+  @IsOptional() @IsInt() version?: number;
+  @IsOptional() @ValidateNested() @Type(() => InlineTemplateDto) inline?: InlineTemplateDto;
+
+  @IsString() @IsNotEmpty() recipientUserId!: string;
+  @IsOptional() @IsObject() vars?: Record<string, unknown>;
+  @IsOptional() @IsString() locale?: string;
+  @IsString() @IsNotEmpty() idempotencyKey!: string;
+  /** In-app attachment refs — stored as message parts so the recipient's inbox can render them. */
+  @IsOptional() @IsArray() @ValidateNested({ each: true }) @Type(() => AttachmentDto) attachments?: AttachmentDto[];
+}
+
+/** POST /v1/mail/send — external email via SMTP + optional in-app mirror for a registered recipient. */
+export class MailSendDto {
+  @IsOptional() @IsString() @IsNotEmpty() key?: string;
+  @IsOptional() @IsInt() version?: number;
+  @IsOptional() @ValidateNested() @Type(() => InlineTemplateDto) inline?: InlineTemplateDto;
+
+  @IsString() @IsNotEmpty() target!: string;
+  @IsOptional() @IsObject() vars?: Record<string, unknown>;
+  @IsOptional() @IsString() locale?: string;
+  @IsString() @IsNotEmpty() idempotencyKey!: string;
+  @IsOptional() @IsString() purpose?: string;
+  @IsOptional() @IsArray() @ValidateNested({ each: true }) @Type(() => AttachmentDto) attachments?: AttachmentDto[];
+  /** The registered recipient to mirror to; omit for a pre-registration send (email only). */
+  @IsOptional() @IsString() mirrorToUserId?: string;
+}

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

@@ -0,0 +1,18 @@
+import { Module } from '@nestjs/common';
+import { TemplateModule } from '../templates/template.module';
+import { InteractionsModule } from '../interactions/interactions.module';
+import { MailService } from './mail.service';
+import { MailController } from './mail.controller';
+
+/**
+ * Mail orchestration: render a template (TemplateModule) → deliver it either app-to-app (an EMAIL
+ * interaction via IngestService) or externally (TemplatedSender/SMTP) with an in-app mirror.
+ * SessionVerifier + ActorResolver are global.
+ */
+@Module({
+  imports: [TemplateModule, InteractionsModule],
+  controllers: [MailController],
+  providers: [MailService],
+  exports: [MailService],
+})
+export class MailModule {}

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

@@ -0,0 +1,121 @@
+import { describe, it, expect, beforeAll, afterAll, beforeEach } from 'vitest';
+import { PrismaClient } from '@prisma/client';
+import { makeFakePorts } from '@insignia/iios-testkit';
+import { resetDb } from '../test-utils/reset-db';
+import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver';
+import { IngestService } from '../interactions/ingest.service';
+import { MessageService } from '../messaging/message.service';
+import { OutboundService } from '../adapters/outbound.service';
+import { CapabilityBroker } from '../capability/capability.broker';
+import { CapabilityProviderRegistry } from '../capability/capability.registry';
+import { IdempotencyService } from '../idempotency/idempotency.service';
+import { TemplateRepository } from '../templates/template.repository';
+import { TemplateService } from '../templates/template.service';
+import { TemplatedSender } from '../templates/templated-sender';
+import { MailService, contentToParts } from './mail.service';
+import type { PrismaService } from '../prisma/prisma.service';
+
+const url = process.env.DATABASE_URL ?? 'postgresql://iios:iios@localhost:5434/iios_test?schema=public';
+const prisma = new PrismaClient({ datasources: { db: { url } } });
+const asService = prisma as unknown as PrismaService;
+const actors = new ActorResolver(asService);
+
+function mail(): MailService {
+  const templates = new TemplateService(new TemplateRepository(asService));
+  const ingest = new IngestService(asService, makeFakePorts(), actors);
+  const outbound = new OutboundService(asService, new CapabilityBroker(makeFakePorts(), new CapabilityProviderRegistry()), new IdempotencyService(asService));
+  const sender = new TemplatedSender(templates, outbound, makeFakePorts());
+  return new MailService(templates, ingest, sender, actors, asService);
+}
+const messages = () => new MessageService(asService, makeFakePorts(), actors);
+
+const alice: MessagePrincipal = { userId: 'alice', orgId: 'org_demo', appId: 'portal-demo', displayName: 'Alice' };
+const bob: MessagePrincipal = { userId: 'bob', orgId: 'org_demo', appId: 'portal-demo', displayName: 'Bob' };
+const inline = { inline: { subject: 'Welcome Dana', html: '<p>Hi <b>Dana</b></p>', text: 'Hi Dana', variables: [] } };
+
+beforeAll(async () => { await prisma.$connect(); });
+afterAll(async () => { await prisma.$disconnect(); });
+beforeEach(async () => { await resetDb(prisma); });
+
+describe('contentToParts (pure)', () => {
+  it('produces HTML + TEXT parts and the subject', () => {
+    expect(contentToParts({ subject: 'S', html: '<p>h</p>', text: 't' })).toEqual({ subject: 'S', parts: [{ kind: 'HTML', bodyText: '<p>h</p>' }, { kind: 'TEXT', bodyText: 't' }] });
+  });
+  it('never yields zero parts (empty text fallback)', () => {
+    expect(contentToParts({ subject: 'S' }).parts).toEqual([{ kind: 'TEXT', bodyText: '' }]);
+  });
+});
+
+describe('MailService.postInternal', () => {
+  it('creates an EMAIL interaction and makes the thread visible to BOTH sender and recipient', async () => {
+    const res = await mail().postInternal(alice, { source: inline, recipientUserId: 'bob', idempotencyKey: 'int:1' });
+
+    const interaction = await prisma.iiosInteraction.findUniqueOrThrow({ where: { id: res.interactionId }, include: { parts: true } });
+    expect(interaction.kind).toBe('EMAIL');
+    expect(interaction.parts.map((p) => p.kind).sort()).toEqual(['HTML', 'TEXT']);
+
+    const thread = await prisma.iiosThread.findUniqueOrThrow({ where: { id: res.threadId } });
+    expect(thread.subject).toBe('Welcome Dana');
+    expect((thread.metadata as { source?: string } | null)?.source).toBe('crm-mail'); // lists separately from chat
+
+    // The load-bearing assertion: the RECIPIENT can see the thread in their inbox.
+    const bobThreads = await messages().listThreads(bob);
+    expect(bobThreads.map((t) => t.threadId)).toContain(res.threadId);
+    // ...and so can the sender.
+    const aliceThreads = await messages().listThreads(alice);
+    expect(aliceThreads.map((t) => t.threadId)).toContain(res.threadId);
+  });
+
+  it('stores an in-app attachment as a media part alongside the body', async () => {
+    const res = await mail().postInternal(alice, {
+      source: inline, recipientUserId: 'bob', idempotencyKey: 'int:att',
+      attachments: [{ filename: 'roof.png', contentRef: 'scope/roof.png', mimeType: 'image/png', sizeBytes: 2048 }],
+    });
+    const interaction = await prisma.iiosInteraction.findUniqueOrThrow({ where: { id: res.interactionId }, include: { parts: true } });
+    const file = interaction.parts.find((p) => p.contentRef);
+    expect(file).toBeDefined();
+    expect(file!.kind).toBe('MEDIA_REF'); // image/* → MEDIA_REF
+    expect(file!.contentRef).toBe('scope/roof.png');
+    expect(file!.mimeType).toBe('image/png');
+    expect(file!.sizeBytes != null ? Number(file!.sizeBytes) : null).toBe(2048);
+  });
+
+  it('is idempotent per key — a replay reuses the same thread, no duplicate interaction', async () => {
+    const a = await mail().postInternal(alice, { source: inline, recipientUserId: 'bob', idempotencyKey: 'int:dup' });
+    const b = await mail().postInternal(alice, { source: inline, recipientUserId: 'bob', idempotencyKey: 'int:dup' });
+    expect(b.threadId).toBe(a.threadId);
+    expect(await prisma.iiosInteraction.count({ where: { threadId: a.threadId } })).toBe(1);
+  });
+});
+
+describe('MailService.sendExternalWithMirror', () => {
+  const ext = { source: inline, target: 'dana@acme.com', idempotencyKey: 'recv:1' } as const;
+
+  it('sends via the outbound pipeline AND mirrors into a registered recipient inbox', async () => {
+    const res = await mail().sendExternalWithMirror(alice, { ...ext, mirrorToUserId: 'bob' });
+    // outbound command exists (SENT via sandbox in tests)
+    const cmd = await prisma.iiosOutboundCommand.findUniqueOrThrow({ where: { id: res.commandId } });
+    expect(cmd.channelType).toBe('EMAIL');
+    expect(cmd.target).toBe('dana@acme.com');
+    // mirror interaction visible to the recipient
+    expect(res.mirror).toBeDefined();
+    const bobThreads = await messages().listThreads(bob);
+    expect(bobThreads.map((t) => t.threadId)).toContain(res.mirror!.threadId);
+  });
+
+  it('does NOT mirror when there is no registered recipient (pre-registration send)', async () => {
+    const res = await mail().sendExternalWithMirror(alice, { ...ext, idempotencyKey: 'recv:2' }); // no mirrorToUserId
+    expect(res.mirror).toBeUndefined();
+    // an outbound command was created, but no mirror interaction
+    expect(await prisma.iiosOutboundCommand.count({ where: { id: res.commandId } })).toBe(1);
+    expect(await prisma.iiosInteraction.count()).toBe(0);
+  });
+
+  it('is idempotent — a replay yields one command and one mirror', async () => {
+    const a = await mail().sendExternalWithMirror(alice, { ...ext, idempotencyKey: 'recv:dup', mirrorToUserId: 'bob' });
+    const b = await mail().sendExternalWithMirror(alice, { ...ext, idempotencyKey: 'recv:dup', mirrorToUserId: 'bob' });
+    expect(b.commandId).toBe(a.commandId);
+    expect(await prisma.iiosOutboundCommand.count({ where: { idempotencyKey: 'recv:dup' } })).toBe(1);
+    expect(await prisma.iiosInteraction.count({ where: { threadId: a.mirror!.threadId } })).toBe(1);
+  });
+});

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

@@ -0,0 +1,133 @@
+import { Injectable } from '@nestjs/common';
+import { Prisma } from '@prisma/client';
+import { PrismaService } from '../prisma/prisma.service';
+import { IngestService } from '../interactions/ingest.service';
+import { ActorResolver, type MessagePrincipal } from '../identity/actor.resolver';
+import { TemplateService } from '../templates/template.service';
+import { TemplatedSender } from '../templates/templated-sender';
+import type { RenderedContent } from '../templates/template.renderer';
+import type { TemplateSource } from '../templates/template.model';
+
+export interface MailPart { kind: 'HTML' | 'TEXT'; bodyText: string }
+
+/** Turn rendered content into ingest parts (HTML + TEXT) + the thread subject. Pure. */
+export function contentToParts(content: RenderedContent): { subject?: string; parts: MailPart[] } {
+  const parts: MailPart[] = [];
+  if (content.html != null) parts.push({ kind: 'HTML', bodyText: content.html });
+  if (content.text != null) parts.push({ kind: 'TEXT', bodyText: content.text });
+  // A message must carry at least one part; fall back to an empty text part rather than fail ingest.
+  if (parts.length === 0) parts.push({ kind: 'TEXT', bodyText: '' });
+  return { ...(content.subject != null ? { subject: content.subject } : {}), parts };
+}
+
+export interface MailAttachment { filename?: string; contentRef: string; mimeType?: string; sizeBytes?: number }
+
+export interface PostInternalInput {
+  source: TemplateSource;
+  recipientUserId: string;
+  vars?: Record<string, unknown>;
+  locale?: string;
+  idempotencyKey: string;
+  /** In-app attachment refs — stored as FILE message parts alongside the body. */
+  attachments?: MailAttachment[];
+}
+
+export interface SendExternalInput {
+  source: TemplateSource;
+  target: string;               // email address (external)
+  vars?: Record<string, unknown>;
+  locale?: string;
+  idempotencyKey: string;
+  purpose?: string;
+  /** Attachment refs (bytes resolved at send time). */
+  attachments?: Array<{ filename?: string; contentRef: string; mimeType?: string }>;
+  /** The registered recipient to mirror to; omit for a pre-registration send (email only, no mirror). */
+  mirrorToUserId?: string;
+}
+
+/**
+ * Mail orchestration: render a template, then deliver it.
+ *  - INTERNAL (app-to-app): create an EMAIL interaction on a per-email thread — no SMTP.
+ *  - EXTERNAL: send via SMTP (TemplatedSender) AND mirror a copy into the recipient's in-app inbox,
+ *    but only when they are a registered user (pre-registration sends have no inbox yet).
+ *
+ * ingest() writes the interaction + thread but adds no participants, and a thread is only visible to
+ * its participants — so after each ingest we add BOTH the sender and the recipient as participants.
+ */
+@Injectable()
+export class MailService {
+  constructor(
+    private readonly templates: TemplateService,
+    private readonly ingest: IngestService,
+    private readonly sender: TemplatedSender,
+    private readonly actors: ActorResolver,
+    private readonly prisma: PrismaService,
+  ) {}
+
+  /** Marks a thread as CRM mail so it lists separately from chat (Messenger uses source=crm-messenger). */
+  static readonly SOURCE = 'crm-mail';
+
+  async postInternal(principal: MessagePrincipal, input: PostInternalInput): Promise<{ threadId: string; interactionId: string }> {
+    const { content } = await this.templates.render(input.source, input.vars ?? {}, { channel: 'INTERNAL', ...(input.locale ? { locale: input.locale } : {}) });
+    return this.deposit(principal, input.recipientUserId, content, input.idempotencyKey, 'PORTAL', input.attachments);
+  }
+
+  async sendExternalWithMirror(principal: MessagePrincipal, input: SendExternalInput): Promise<{ commandId: string; mirror?: { threadId: string; interactionId: string } }> {
+    const command = await this.sender.sendTemplated({
+      source: input.source, channel: 'EMAIL', target: input.target, vars: input.vars ?? {},
+      ...(input.locale ? { locale: input.locale } : {}), idempotencyKey: input.idempotencyKey, ...(input.purpose ? { purpose: input.purpose } : {}),
+      ...(input.attachments && input.attachments.length > 0 ? { attachments: input.attachments } : {}),
+    });
+
+    // Mirror only for a registered recipient (timing rule: no inbox exists pre-registration).
+    if (!input.mirrorToUserId) return { commandId: command.id };
+
+    const { content } = await this.templates.render(input.source, input.vars ?? {}, { channel: 'EMAIL', ...(input.locale ? { locale: input.locale } : {}) });
+    const mirror = await this.deposit(principal, input.mirrorToUserId, content, `mirror:${input.idempotencyKey}`, 'EMAIL', input.attachments);
+    return { commandId: command.id, mirror };
+  }
+
+  /** A stored media ref → a message part; kind follows the mime (image/video → MEDIA_REF, audio → VOICE_REF, else FILE_REF). */
+  private attachmentPart(a: MailAttachment): { kind: 'MEDIA_REF' | 'VOICE_REF' | 'FILE_REF'; bodyText?: string; contentRef: string; mimeType?: string; sizeBytes?: number } {
+    const mime = a.mimeType ?? '';
+    const kind = /^(image|video)\//.test(mime) ? 'MEDIA_REF' : /^audio\//.test(mime) ? 'VOICE_REF' : 'FILE_REF';
+    return { kind, ...(a.filename ? { bodyText: a.filename } : {}), contentRef: a.contentRef, ...(a.mimeType ? { mimeType: a.mimeType } : {}), ...(a.sizeBytes != null ? { sizeBytes: a.sizeBytes } : {}) };
+  }
+
+  /** Ingest the rendered content as an EMAIL interaction on a per-email thread, visible to both parties. */
+  private async deposit(principal: MessagePrincipal, recipientUserId: string, content: RenderedContent, key: string, channelType: string, attachments?: MailAttachment[]): Promise<{ threadId: string; interactionId: string }> {
+    const { subject, parts } = contentToParts(content);
+    const allParts = [...parts, ...(attachments ?? []).map((a) => this.attachmentPart(a))];
+    const res = await this.ingest.ingest(
+      {
+        scope: { orgId: principal.orgId, appId: principal.appId, ...(principal.tenantId ? { tenantId: principal.tenantId } : {}) },
+        channel: { type: channelType, externalChannelId: channelType.toLowerCase() },
+        source: { handleKind: 'PORTAL_USER', externalId: principal.userId, ...(principal.displayName ? { displayName: principal.displayName } : {}) },
+        kind: 'EMAIL',
+        thread: { externalThreadId: key, ...(subject ? { subject } : {}) },
+        parts: allParts,
+        occurredAt: new Date().toISOString(),
+        providerEventId: key,
+      },
+      key,
+    );
+
+    // Make the thread visible to both the sender and the recipient (ingest adds no participants).
+    const scope = await this.actors.resolveScope(principal);
+    const senderActor = await this.actors.resolveActor(scope.id, principal);
+    const recipientActor = await this.actors.resolveActor(scope.id, {
+      userId: recipientUserId, appId: principal.appId, orgId: principal.orgId, ...(principal.tenantId ? { tenantId: principal.tenantId } : {}),
+    });
+    await this.actors.ensureParticipant(res.threadId, senderActor.id);
+    await this.actors.ensureParticipant(res.threadId, recipientActor.id);
+
+    // Tag the thread as CRM mail (thread metadata) so it lists separately from Messenger chat.
+    // ingest() puts req.metadata on the interaction, not the thread, so we set it here directly.
+    await this.prisma.iiosThread.update({
+      where: { id: res.threadId },
+      data: { metadata: { source: MailService.SOURCE } as Prisma.InputJsonValue },
+    });
+
+    return { threadId: res.threadId, interactionId: res.interactionId };
+  }
+}

packages/iios-service/src/main.ts

@@ -9,6 +9,10 @@ import { PolicyDeniedFilter } from './platform/policy-denied.filter';
 
 async function bootstrap(): Promise<void> {
   const app = await NestFactory.create(AppModule, { rawBody: true });
+  // Express 5 defaults to the 'simple' query parser, which ignores nested params like
+  // ?metadata[key]=value — so generic metadata filters would be silently dropped. Use the
+  // qs-based 'extended' parser so those parse into a nested object.
+  app.getHttpAdapter().getInstance().set('query parser', 'extended');
   app.use(traceMiddleware); // request-scoped trace context + x-trace-id header (P9)
   app.useGlobalPipes(
     new ValidationPipe({ whitelist: true, forbidNonWhitelisted: true, transform: true }),

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

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

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

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

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

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

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

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

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

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

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

@@ -61,6 +61,14 @@ export class MessageGateway implements OnGatewayInit, OnGatewayConnection, OnGat
     try {
       const token = String(client.handshake.auth?.token ?? '');
       const principal = this.session.verify(token);
+      // Realtime delegation (least privilege): when IIOS_REALTIME_AUDIENCE is set, the socket
+      // accepts ONLY a token minted for that audience (a short-lived `iios-message` delegate) —
+      // a full REST/actor token (`iios-core`) or an un-scoped token cannot open the stream. So a
+      // leaked socket token can't drive privileged REST, and vice-versa. Unset → no enforcement.
+      const required = process.env.IIOS_REALTIME_AUDIENCE?.trim();
+      if (required && principal.audience !== required) {
+        throw new Error(`realtime audience "${principal.audience ?? '(none)'}" != required "${required}"`);
+      }
       client.data = { principal } satisfies SocketState;
     } catch (err) {
       this.logger.warn(`rejecting socket: ${(err as Error).message}`);

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

@@ -50,6 +50,8 @@ export interface ThreadSummary {
   threadId: string;
   subject: string | null;
   membership?: string;
+  /** The thread's opaque, app-supplied attribute bag — echoed back verbatim; the kernel never interprets it. */
+  metadata?: Record<string, unknown> | null;
   participants: string[];
   participantCount: number;
   unread: number;
@@ -85,19 +87,21 @@ export class MessageService {
    * for a group. Opening an existing thread is a GOVERNED join: only an existing member may
    * re-open it (policy `iios.thread.join`) — new members enter via addParticipant.
    */
-  async openThread(threadId: string | null, principal: MessagePrincipal, opts?: { membership?: string; creatorRole?: string; subject?: string }): Promise<OpenThreadResult> {
+  async openThread(threadId: string | null, principal: MessagePrincipal, opts?: { membership?: string; creatorRole?: string; subject?: string; metadata?: Record<string, unknown> }): Promise<OpenThreadResult> {
     if (!threadId) {
       await decideOrThrow(this.ports, { action: 'iios.thread.create', scope: principal });
       const scope = await this.actors.resolveScope(principal);
       const actor = await this.actors.resolveActor(scope.id, principal);
-      // `membership`/`creatorRole`/`subject` are generic, app-supplied thread attributes — the
-      // kernel stores/echoes them but never branches on their chat meaning (that lives in policy + app).
+      // `membership`/`creatorRole`/`subject`/`metadata` are generic, app-supplied thread attributes —
+      // the kernel stores/echoes them as an opaque bag but never branches on their meaning (that lives
+      // in policy + the app). `membership` is folded into the same bag for back-compat.
+      const merged = { ...(opts?.metadata ?? {}), ...(opts?.membership ? { membership: opts.membership } : {}) };
       const thread = await this.prisma.iiosThread.create({
         data: {
           scopeId: scope.id,
           createdByActorId: actor.id,
           subject: opts?.subject?.trim() || undefined,
-          metadata: opts?.membership ? ({ membership: opts.membership } as Prisma.InputJsonValue) : undefined,
+          metadata: Object.keys(merged).length > 0 ? (merged as Prisma.InputJsonValue) : undefined,
         },
       });
       await this.actors.ensureParticipant(thread.id, actor.id, opts?.creatorRole ?? 'MEMBER');
@@ -110,10 +114,18 @@ export class MessageService {
     const actor = await this.actors.resolveActor(thread.scopeId, principal);
     const alreadyMember =
       (await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: actor.id } } })) !== null;
-    // Join is governed ONLY for threads that opted into a membership model (chat dm/group);
-    // support/inbox/generic threads (no membership attr) keep open-join, unchanged.
-    const membership = (thread.metadata as { membership?: string } | null)?.membership;
-    await decideOrThrow(this.ports, { action: 'iios.thread.join', threadId, scopeId: thread.scopeId, membership, alreadyMember });
+    // Join is governed ONLY for threads that opted into a membership model (chat dm/group/channel);
+    // support/inbox/generic threads (no membership attr) keep open-join, unchanged. A PUBLIC channel
+    // is the one membership type that also allows open self-join (policy reads `visibility`).
+    const bag = (thread.metadata as { membership?: string; visibility?: string } | null) ?? {};
+    await decideOrThrow(this.ports, {
+      action: 'iios.thread.join',
+      threadId,
+      scopeId: thread.scopeId,
+      membership: bag.membership,
+      visibility: bag.visibility,
+      alreadyMember,
+    });
     await this.actors.ensureParticipant(threadId, actor.id);
     return { threadId, status: thread.status, history: await this.history(threadId) };
   }
@@ -155,6 +167,129 @@ export class MessageService {
     return { threadId, participantCount: participantCount + 1 };
   }
 
+  /**
+   * Governed thread rename (a generic subject update). Policy decides who may rename — for a
+   * membership thread the dev OPA requires the caller be a group ADMIN. The kernel only writes
+   * the subject; "group settings" meaning lives in the app + policy, not here.
+   */
+  async renameThread(threadId: string, principal: MessagePrincipal, subject: string): Promise<{ threadId: string; subject: string }> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    const caller = await this.actors.resolveActor(thread.scopeId, principal);
+    const callerP = await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: caller.id } } });
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+
+    await decideOrThrow(this.ports, {
+      action: 'iios.thread.update',
+      threadId,
+      scopeId: thread.scopeId,
+      membership,
+      callerRole: callerP?.participantRole,
+    });
+
+    await this.prisma.iiosThread.update({ where: { id: threadId }, data: { subject } });
+    return { threadId, subject };
+  }
+
+  /**
+   * Governed participant removal. Policy decides who may remove — for a membership thread the dev
+   * OPA requires the caller be a group ADMIN. Removing a non-participant is a no-op success.
+   */
+  async removeParticipant(threadId: string, principal: MessagePrincipal, targetUserId: string): Promise<{ threadId: string; participantCount: number }> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    const caller = await this.actors.resolveActor(thread.scopeId, principal);
+    const callerP = await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: caller.id } } });
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+
+    await decideOrThrow(this.ports, {
+      action: 'iios.thread.participant.remove',
+      threadId,
+      scopeId: thread.scopeId,
+      membership,
+      callerRole: callerP?.participantRole,
+      targetUserId,
+    });
+
+    const scope = await this.actors.resolveScope(principal);
+    const target = await this.actors.resolveActor(scope.id, {
+      userId: targetUserId, appId: principal.appId, orgId: principal.orgId, tenantId: principal.tenantId, displayName: targetUserId,
+    });
+    await this.prisma.iiosThreadParticipant.deleteMany({ where: { threadId, actorId: target.id } });
+    const participantCount = await this.prisma.iiosThreadParticipant.count({ where: { threadId } });
+    return { threadId, participantCount };
+  }
+
+  /** Members of a thread with their role — drives the group settings member list. Read is policy-scoped. */
+  async listParticipants(threadId: string, principal: MessagePrincipal): Promise<Array<{ userId: string; displayName: string; role: string }>> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    await decideOrThrow(this.ports, { action: 'iios.thread.read', threadId, scopeId: thread.scopeId });
+    const parts = await this.prisma.iiosThreadParticipant.findMany({
+      where: { threadId },
+      include: { actor: { include: { sourceHandle: true } } },
+    });
+    return parts.map((p) => ({
+      userId: p.actor?.sourceHandle?.externalId ?? '',
+      displayName: p.actor?.displayName ?? p.actor?.sourceHandle?.externalId ?? 'unknown',
+      role: p.participantRole ?? 'MEMBER',
+    }));
+  }
+
+  /**
+   * Scope-wide thread discovery — the ONE generic primitive channels need beyond dm/group.
+   * Unlike listThreads (membership-scoped), this returns threads in the caller's scope matching an
+   * opaque metadata filter (e.g. {membership:'channel', visibility:'public'}) REGARDLESS of whether
+   * the caller is a participant, each flagged `joined`. Governed by policy (fail-closed) + fenced to
+   * the caller's own scope. The kernel never interprets the filter keys.
+   */
+  async discoverThreads(
+    principal: MessagePrincipal,
+    filter?: { metadata?: Record<string, string> },
+  ): Promise<Array<{ threadId: string; subject: string | null; metadata: Record<string, unknown> | null; participantCount: number; joined: boolean }>> {
+    const scope = await this.actors.findScope(principal);
+    if (!scope) return [];
+    await decideOrThrow(this.ports, { action: 'iios.thread.discover', scopeId: scope.id });
+    const actor = await this.actors.resolveActor(scope.id, principal);
+
+    const inScope = await this.prisma.iiosThread.findMany({ where: { scopeId: scope.id } });
+    const metaFilter = filter?.metadata;
+    const matched = metaFilter
+      ? inScope.filter((t) => {
+          const bag = (t.metadata as Record<string, unknown> | null) ?? {};
+          return Object.entries(metaFilter).every(([k, v]) => bag[k] === v);
+        })
+      : inScope;
+    if (matched.length === 0) return [];
+
+    const ids = matched.map((t) => t.id);
+    const parts = await this.prisma.iiosThreadParticipant.groupBy({ by: ['threadId'], where: { threadId: { in: ids } }, _count: { actorId: true } });
+    const countBy = new Map(parts.map((p) => [p.threadId, p._count.actorId]));
+    const mine = await this.prisma.iiosThreadParticipant.findMany({ where: { threadId: { in: ids }, actorId: actor.id }, select: { threadId: true } });
+    const joinedSet = new Set(mine.map((m) => m.threadId));
+
+    return matched.map((t) => ({
+      threadId: t.id,
+      subject: t.subject,
+      metadata: (t.metadata as Record<string, unknown> | null) ?? null,
+      participantCount: countBy.get(t.id) ?? 0,
+      joined: joinedSet.has(t.id),
+    }));
+  }
+
+  /** Self-leave: remove the caller's own participant row. Governed (a member may always leave). */
+  async leaveThread(threadId: string, principal: MessagePrincipal): Promise<{ threadId: string; participantCount: number }> {
+    const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
+    if (!thread) throw new NotFoundException('thread not found');
+    const actor = await this.actors.resolveActor(thread.scopeId, principal);
+    const callerP = await this.prisma.iiosThreadParticipant.findUnique({ where: { threadId_actorId: { threadId, actorId: actor.id } } });
+    const membership = (thread.metadata as { membership?: string } | null)?.membership;
+    await decideOrThrow(this.ports, { action: 'iios.thread.leave', threadId, scopeId: thread.scopeId, membership, callerRole: callerP?.participantRole });
+    await this.prisma.iiosThreadParticipant.deleteMany({ where: { threadId, actorId: actor.id } });
+    const participantCount = await this.prisma.iiosThreadParticipant.count({ where: { threadId } });
+    return { threadId, participantCount };
+  }
+
   /** Toggle the caller's per-thread notification mute flag. */
   async muteThread(threadId: string, principal: MessagePrincipal, muted: boolean): Promise<{ threadId: string; muted: boolean }> {
     const thread = await this.prisma.iiosThread.findUnique({ where: { id: threadId } });
@@ -167,8 +302,12 @@ export class MessageService {
     return { threadId, muted };
   }
 
-  /** Generic "my threads": every thread the caller participates in, with last message + unread. */
-  async listThreads(principal: MessagePrincipal): Promise<ThreadSummary[]> {
+  /**
+   * Generic "my threads": every thread the caller participates in, with last message + unread.
+   * An optional `filter.metadata` narrows to threads whose opaque attribute bag matches ALL of the
+   * given key/values (an equality match on the JSON bag — the kernel does not interpret the keys).
+   */
+  async listThreads(principal: MessagePrincipal, filter?: { metadata?: Record<string, string> }): Promise<ThreadSummary[]> {
     const scope = await this.actors.findScope(principal);
     if (!scope) return [];
     const actor = await this.actors.resolveActor(scope.id, principal);
@@ -177,7 +316,7 @@ export class MessageService {
     if (threadIds.length === 0) return [];
     const mutedBy = new Map(memberships.map((m) => [m.threadId, m.muted]));
 
-    const [threads, unreads, allParts] = await Promise.all([
+    const [allThreads, unreads, allParts] = await Promise.all([
       this.prisma.iiosThread.findMany({ where: { id: { in: threadIds } } }),
       this.prisma.iiosUnreadCounter.findMany({ where: { threadId: { in: threadIds }, actorId: actor.id } }),
       this.prisma.iiosThreadParticipant.findMany({
@@ -185,6 +324,14 @@ export class MessageService {
         include: { actor: { include: { sourceHandle: true } } },
       }),
     ]);
+    // Opaque equality filter on the metadata bag (every requested key must match).
+    const metaFilter = filter?.metadata;
+    const threads = metaFilter
+      ? allThreads.filter((t) => {
+          const bag = (t.metadata as Record<string, unknown> | null) ?? {};
+          return Object.entries(metaFilter).every(([k, v]) => bag[k] === v);
+        })
+      : allThreads;
     const unreadBy = new Map(unreads.map((u) => [u.threadId, u.unreadCount]));
     const membersBy = new Map<string, string[]>();
     for (const p of allParts) {
@@ -192,27 +339,41 @@ export class MessageService {
       membersBy.set(p.threadId, [...(membersBy.get(p.threadId) ?? []), name]);
     }
 
-    const summaries = await Promise.all(
-      threads.map(async (t) => {
-        const last = await this.prisma.iiosInteraction.findFirst({
-          where: { threadId: t.id },
-          orderBy: { occurredAt: 'desc' },
-          include: { parts: { where: { kind: 'TEXT' }, take: 1 } },
-        });
-        const members = membersBy.get(t.id) ?? [];
-        return {
-          threadId: t.id,
-          subject: t.subject,
-          membership: (t.metadata as { membership?: string } | null)?.membership,
-          participants: members,
-          participantCount: members.length,
-          unread: unreadBy.get(t.id) ?? 0,
-          muted: mutedBy.get(t.id) ?? false,
-          lastMessage: last?.parts[0]?.bodyText ?? undefined,
-          lastAt: last?.occurredAt,
-        };
-      }),
-    );
+    // Latest message per thread in ONE query (Postgres DISTINCT ON) instead of one findFirst
+    // per thread — a caller with many threads no longer fans out N parallel queries and
+    // exhausts the connection pool.
+    const lastRows =
+      threads.length === 0
+        ? []
+        : await this.prisma.$queryRaw<Array<{ threadId: string; occurredAt: Date; lastMessage: string | null }>>(Prisma.sql`
+            SELECT DISTINCT ON (i."threadId")
+              i."threadId"   AS "threadId",
+              i."occurredAt" AS "occurredAt",
+              (SELECT p."bodyText" FROM "IiosMessagePart" p
+                 WHERE p."interactionId" = i.id AND p.kind::text = 'TEXT'
+                 ORDER BY p."partIndex" ASC LIMIT 1) AS "lastMessage"
+            FROM "IiosInteraction" i
+            WHERE i."threadId" IN (${Prisma.join(threads.map((t) => t.id))})
+            ORDER BY i."threadId", i."occurredAt" DESC
+          `);
+    const lastBy = new Map(lastRows.map((r) => [r.threadId, r]));
+
+    const summaries = threads.map((t) => {
+      const last = lastBy.get(t.id);
+      const members = membersBy.get(t.id) ?? [];
+      return {
+        threadId: t.id,
+        subject: t.subject,
+        membership: (t.metadata as { membership?: string } | null)?.membership,
+        metadata: (t.metadata as Record<string, unknown> | null) ?? null,
+        participants: members,
+        participantCount: members.length,
+        unread: unreadBy.get(t.id) ?? 0,
+        muted: mutedBy.get(t.id) ?? false,
+        lastMessage: last?.lastMessage ?? undefined,
+        lastAt: last?.occurredAt,
+      };
+    });
     return summaries.sort((a, b) => (b.lastAt?.getTime() ?? 0) - (a.lastAt?.getTime() ?? 0));
   }
 

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

@@ -124,6 +124,28 @@ describe('Governed membership + replies (v1.1, policy-enforced)', () => {
     await expect(s.addParticipant(threadId, bob, 'carol')).rejects.toBeInstanceOf(PolicyDeniedError); // bob is MEMBER
   });
 
+  it('group settings: admin renames + lists members + removes; a plain member cannot rename/remove', async () => {
+    const s = gov();
+    const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN', subject: 'Design' });
+    await s.addParticipant(threadId, alice, 'bob');
+
+    // admin renames
+    expect((await s.renameThread(threadId, alice, 'Design Team')).subject).toBe('Design Team');
+    // a plain member cannot rename
+    await expect(s.renameThread(threadId, bob, 'Hacked')).rejects.toBeInstanceOf(PolicyDeniedError);
+
+    // member list carries roles
+    const members = await s.listParticipants(threadId, alice);
+    expect(members.map((m) => m.userId).sort()).toEqual(['alice', 'bob']);
+    expect(members.find((m) => m.userId === 'alice')?.role).toBe('ADMIN');
+
+    // a plain member cannot remove
+    await expect(s.removeParticipant(threadId, bob, 'alice')).rejects.toBeInstanceOf(PolicyDeniedError);
+    // admin removes bob
+    expect((await s.removeParticipant(threadId, alice, 'bob')).participantCount).toBe(1);
+    expect(await prisma.iiosThreadParticipant.count({ where: { threadId } })).toBe(1);
+  });
+
   it('self-join is governed: a non-member cannot open a thread by id; after being added, they can', async () => {
     const s = gov();
     const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
@@ -132,6 +154,34 @@ describe('Governed membership + replies (v1.1, policy-enforced)', () => {
     expect((await s.openThread(threadId, bob)).threadId).toBe(threadId);
   });
 
+  it('channels: a PUBLIC channel allows open self-join; a PRIVATE one does not', async () => {
+    const s = gov();
+    const { threadId: pub } = await s.openThread(null, alice, { membership: 'channel', metadata: { visibility: 'public' }, subject: 'general', creatorRole: 'ADMIN' });
+    expect((await s.openThread(pub, bob)).threadId).toBe(pub); // bob self-joins a public channel
+
+    const { threadId: priv } = await s.openThread(null, alice, { membership: 'channel', metadata: { visibility: 'private' }, subject: 'deals', creatorRole: 'ADMIN' });
+    await expect(s.openThread(priv, bob)).rejects.toBeInstanceOf(PolicyDeniedError); // private = invite-only
+  });
+
+  it('discoverThreads browses same-scope channels with a joined flag; leave removes me', async () => {
+    const s = gov();
+    const { threadId: gen } = await s.openThread(null, alice, { membership: 'channel', metadata: { visibility: 'public' }, subject: 'general', creatorRole: 'ADMIN' });
+    await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' }); // a group must NOT appear in a channel browse
+
+    // bob (non-member, same scope) discovers the public channel as not-joined.
+    const seen = await s.discoverThreads(bob, { metadata: { membership: 'channel', visibility: 'public' } });
+    expect(seen.map((t) => t.threadId)).toEqual([gen]);
+    expect(seen[0]!.joined).toBe(false);
+    // alice (member) sees it joined.
+    expect((await s.discoverThreads(alice, { metadata: { membership: 'channel', visibility: 'public' } }))[0]!.joined).toBe(true);
+
+    // bob joins, appears in his list, then leaves.
+    await s.openThread(gen, bob);
+    expect((await s.listThreads(bob)).map((t) => t.threadId)).toContain(gen);
+    await s.leaveThread(gen, bob);
+    expect((await s.listThreads(bob)).map((t) => t.threadId)).not.toContain(gen);
+  });
+
   it('listThreads returns the caller’s threads with membership, count, last message + unread', async () => {
     const s = gov();
     const { threadId } = await s.openThread(null, alice, { membership: 'group', creatorRole: 'ADMIN' });
@@ -143,6 +193,23 @@ describe('Governed membership + replies (v1.1, policy-enforced)', () => {
     expect((await s.listThreads(bob))[0]?.unread).toBe(1);
   });
 
+  it('opaque metadata: stored on create, echoed in listThreads, and a metadata filter narrows the list', async () => {
+    const s = svc();
+    // Two threads with different opaque app attributes — the kernel never interprets these values.
+    await s.openThread(null, alice, { metadata: { source: 'crm-support', crmCustomerId: 'cust_1' } });
+    await s.openThread(null, alice, { metadata: { source: 'other' } });
+
+    const all = await s.listThreads(alice);
+    expect(all).toHaveLength(2);
+    const support = all.find((t) => (t.metadata as { source?: string } | null)?.source === 'crm-support');
+    expect(support?.metadata).toMatchObject({ source: 'crm-support', crmCustomerId: 'cust_1' });
+
+    // Equality filter on the opaque bag returns only the matching thread.
+    const filtered = await s.listThreads(alice, { metadata: { source: 'crm-support' } });
+    expect(filtered).toHaveLength(1);
+    expect(filtered[0]?.metadata).toMatchObject({ crmCustomerId: 'cust_1' });
+  });
+
   it('a reply stores + returns parentInteractionId; a cross-thread parent is ignored', async () => {
     const s = gov();
     const { threadId } = await s.openThread(null, alice, { membership: 'dm' });

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

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

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

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

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

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