@graph8/sdk 0.362.0 → 0.373.0

package/blocks/copilot/components/copilot-panel.tsx

@@ -27,6 +27,7 @@ import { listOf, mentionLabel, summariseReply } from "../lib/copilot-types";
 import type { ChatTurn, CopilotReply, MentionHit } from "../lib/copilot-types";
 import { CopilotMemory } from "./copilot-memory";
 import { CopilotTeamChat } from "./copilot-team-chat";
+import { useBrand } from "@/g8/hooks/use-brand";
 
 export interface CopilotPanelProps {
   /** Where the copilot is being asked from; passed as `canvas_context`. */
@@ -35,6 +36,10 @@ export interface CopilotPanelProps {
   initialTab?: "ask" | "team" | "memory";
   /** Ask for confirmation before every message instead of once per session. */
   confirmEveryMessage?: boolean;
+  /** Hide the Ask / Team / Memory tab bar when the host (for example CopilotScreen) provides its own navigation. */
+  hideTabs?: boolean;
+  /** Example questions shown as buttons in the empty conversation; clicking one fills the message box. */
+  starterPrompts?: string[];
   className?: string;
 }
 
@@ -47,7 +52,8 @@ const mentionsIn = (message: string, list: MentionHit[]): MentionHit[] | undefin
 };
 const MENTION_AT_END = /(^|\s)@([\w.-]{1,40})$/;
 
-export function CopilotPanel({ context, initialTab = "ask", confirmEveryMessage = false, className }: CopilotPanelProps) {
+export function CopilotPanel({ context, initialTab = "ask", confirmEveryMessage = false, hideTabs = false, starterPrompts, className }: CopilotPanelProps) {
+  const brand = useBrand();
   const [tab, setTab] = useState<Tab>(initialTab);
   const [turns, setTurns] = useState<ChatTurn[]>([]);
   const [draft, setDraft] = useState("");
@@ -129,22 +135,25 @@ export function CopilotPanel({ context, initialTab = "ask", confirmEveryMessage
 
   return (
     <div className={`flex h-full min-h-[24rem] flex-col gap-3 ${className ?? ""}`}>
-      <div role="tablist" className="flex gap-1 border-b">
+      {hideTabs ? null : <div role="tablist" className="flex gap-1 border-b">
         {TABS.map((t) => (
           <button key={t.id} role="tab" type="button" aria-selected={tab === t.id} onClick={() => setTab(t.id)}
             className={`px-3 py-2 text-sm ${tab === t.id ? "border-b-2 border-primary font-medium" : "text-muted-foreground"}`}>{t.label}</button>
         ))}
-      </div>
+      </div>}
 
       {tab === "ask" ? (
         <>
           <div className="flex min-h-0 flex-1 flex-col gap-3 overflow-y-auto" aria-live="polite" data-testid="transcript">
-            {turns.length === 0 ? <EmptyState title="Ask the copilot" description="It can look things up, draft copy and propose changes. Type @ to mention a campaign, document or teammate." /> : null}
+            {turns.length === 0 ? (
+              <EmptyState title="Ask the copilot" description="It can look things up, draft copy and propose changes. Type @ to mention a campaign, document or teammate."
+                action={starterPrompts?.length ? <div className="flex flex-wrap justify-center gap-2">{starterPrompts.map((p) => <Button key={p} size="sm" variant="outline" onClick={() => setDraft(p)}>{p}</Button>)}</div> : undefined} />
+            ) : null}
             {turns.map((t) => (
               <div key={t.id} data-testid={`turn-${t.role}`} className={`max-w-[85%] rounded-lg px-3 py-2 text-sm ${t.role === "user" ? "self-end bg-primary text-primary-foreground" : t.error ? "self-start border border-destructive" : "self-start bg-muted"}`}>
                 <p className="whitespace-pre-wrap">{t.text}</p>
                 {t.tools?.length ? <p className="mt-1 text-xs opacity-70">Used: {t.tools.join(", ")}</p> : null}
-                {t.needsApproval?.length ? <p className="mt-1 text-xs text-amber-700">Needs your approval in graph8 before it runs: {t.needsApproval.join(", ")}</p> : null}
+                {t.needsApproval?.length ? <p className="mt-1 text-xs text-warning-foreground">Needs your approval in {brand.linkLabel} before it runs: {t.needsApproval.join(", ")}</p> : null}
                 {t.sources ? <p className="mt-1 text-xs opacity-70">{t.sources} sources</p> : null}
               </div>
             ))}

package/blocks/copilot/components/copilot-screen.tsx

@@ -0,0 +1,148 @@
+"use client";
+
+/**
+ * CopilotScreen: the graph8 copilot as a full page. Three tabs.
+ *   Ask:    the conversation (CopilotPanel without its own tabs), starter questions, an "Ask about" card that points the
+ *           copilot at the whole workspace, one campaign or one account, and a "What it can do" card listing its tools and
+ *           which need a person's approval in graph8.
+ *   Team:   every Work channel the key can read as a list; opening one (deep link ?id=) shows the whole thread: its details
+ *           and the polled conversation with "ask an agent" and a message box (CopilotTeamChat).
+ *   Memory: what the copilot remembers, add / forget (CopilotMemory).
+ * The Ask conversation stays alive while you visit other tabs.
+ * The first message of a session asks to confirm credits (billable) inside CopilotPanel; forgetting a memory and
+ * posting to an agent are confirmed in their parts.
+ *
+ * SDK operations of its own:
+ *   1. GET /copilot/tools   (copilot.listCopilotTools)   read   the "What it can do" card
+ * Everything else is CopilotPanel / CopilotTeamChat / CopilotMemory (chat, mention search, work channels and
+ * messages, memories). Slot props: toolbarActions, sidebarExtra.
+ */
+import { useState, type ReactNode } from "react";
+import { Sparkles } from "lucide-react";
+import { Input, Label, Skeleton } from "@graph8/sdk/ui";
+import { EmptyState } from "@/g8/components/empty-state";
+import { DetailPanel } from "@/g8/components/screen/detail-panel";
+import { KeyValueList } from "@/g8/components/screen/key-value-list";
+import { SplitView } from "@/g8/components/screen/split-view";
+import { ApiError } from "@/g8/components/api-error";
+import { useG8Query } from "@/g8/hooks/use-g8-query";
+import { g8Get } from "@/g8/lib/g8-client";
+import { ScreenLayout } from "@/g8/components/screen/screen-layout";
+import { SectionCard } from "@/g8/components/screen/section-card";
+import { StatusPill } from "@/g8/components/screen/status-pill";
+import { useUrlState } from "@/g8/hooks/use-url-state";
+import { listOf } from "../lib/copilot-types";
+import type { ToolRow } from "../lib/copilot-types";
+import { CopilotMemory } from "./copilot-memory";
+import { CopilotPanel } from "./copilot-panel";
+import { CopilotTeamChat } from "./copilot-team-chat";
+import type { WorkChannel } from "../lib/copilot-types";
+import { useBrand } from "@/g8/hooks/use-brand";
+
+export interface CopilotScreenProps {
+  /** Starter questions shown in the empty conversation. */
+  starterPrompts?: string[];
+  /** Start with the copilot pointed at this campaign or account. */
+  initialContext?: { mode: "global" | "campaign" | "account"; id?: string };
+  toolbarActions?: ReactNode;
+  sidebarExtra?: ReactNode;
+  className?: string;
+}
+
+const TABS = [{ id: "ask", label: "Ask" }, { id: "team", label: "Team" }, { id: "memory", label: "Memory" }];
+const MODES = [{ id: "global", label: "Everything" }, { id: "campaign", label: "One campaign" }, { id: "account", label: "One account" }] as const;
+const STARTERS = ["Summarise how outbound is doing this month", "Draft a follow-up for a prospect who went quiet", "Which of my campaigns needs attention?"];
+
+function ToolsCard() {
+  const tools = useG8Query((signal) => g8Get("/copilot/tools", undefined, { signal }), []);
+  const rows = listOf<ToolRow>(tools.data, "items");
+  const gated = rows.filter((t) => t.requires_approval || t.needs_approval);
+  return (
+    <SectionCard title="What it can do" description={rows.length ? `${rows.length} tools, ${gated.length} need your approval` : undefined}>
+      {tools.error ? <ApiError error={tools.error} title="Could not load tools" onRetry={() => void tools.refetch()} /> : null}
+      {tools.loading && rows.length === 0 ? <Skeleton className="h-16 w-full" /> : null}
+      <ul className="max-h-64 space-y-2 overflow-y-auto" data-testid="tools">
+        {rows.map((t) => (
+          <li key={t.name} className="flex items-start justify-between gap-2 text-sm">
+            <span><span className="font-medium">{t.name}</span>{t.description ? <span className="block text-xs text-muted-foreground">{t.description}</span> : null}</span>
+            {t.requires_approval || t.needs_approval ? <StatusPill tone="warning">needs approval</StatusPill> : null}
+          </li>
+        ))}
+      </ul>
+    </SectionCard>
+  );
+}
+
+function TeamPane() {
+  const [selected, setSelected] = useUrlState("id", "");
+  const [view, setView] = useUrlState("view", "");
+  const close = () => { setSelected(""); setView(""); };
+  const channels = useG8Query((signal) => g8Get("/work/channels", undefined, { signal }), []);
+  const rows = listOf<WorkChannel>(channels.data, "channels");
+  const open = rows.find((c) => c.id === selected);
+  const label = (c: WorkChannel) => c.displayName ?? c.name ?? c.id ?? "Channel";
+  const list = (
+    <div className="flex flex-col gap-2">
+      {channels.error ? <ApiError error={channels.error} title="Could not load channels" onRetry={() => void channels.refetch()} /> : null}
+      {channels.loading && rows.length === 0 ? <Skeleton className="h-14 w-full" /> : null}
+      <ul className="rounded-md border" data-testid="channels">
+        {rows.map((c) => (
+          <li key={c.id} className={c.id === selected ? "bg-accent" : ""}>
+            <button type="button" data-testid={`channel-${c.id}`} onClick={() => setSelected(c.id ?? "")} className="block w-full border-b px-3 py-2 text-left">
+              <span className="block truncate text-sm font-medium">{label(c)}</span>
+              {c.description ? <span className="block truncate text-xs text-muted-foreground">{c.description}</span> : null}
+            </button>
+          </li>
+        ))}
+      </ul>
+      {!channels.loading && !channels.error && rows.length === 0 ? <EmptyState title="No channels" description="Work channels this key may read show up here." /> : null}
+    </div>
+  );
+  const detail = open ? (
+    <DetailPanel title={label(open)} subtitle={open.kind} onClose={close} onExpand={() => setView("full")}
+      tabs={[
+        { id: "conversation", label: "Conversation", content: <CopilotTeamChat key={open.id} channelId={open.id} hideChannelPicker /> },
+        { id: "details", label: "Details", content: <KeyValueList columns={2} items={[{ label: "Name", value: label(open) }, { label: "Kind", value: open.kind }, { label: "Purpose", value: open.description, wide: true }, { label: "Channel id", value: open.id, mono: true }]} /> },
+      ]} />
+  ) : selected && !channels.loading ? <EmptyState title="Channel not found" description="This key may not have a seat in it." /> : null;
+  return <SplitView list={list} detail={detail} detailOpen={Boolean(selected)} onCloseDetail={close} expanded={view === "full"} onExpandedChange={(e) => setView(e ? "full" : "")} detailWidth="xl" />;
+}
+
+export function CopilotScreen({ starterPrompts = STARTERS, initialContext, toolbarActions, sidebarExtra, className }: CopilotScreenProps) {
+  const brand = useBrand();
+  const [tab, setTab] = useUrlState("tab", "ask");
+  const [mode, setMode] = useState<"global" | "campaign" | "account">(initialContext?.mode ?? "global");
+  const [refId, setRefId] = useState(initialContext?.id ?? "");
+  // The id applies on blur or Enter, so typing does not restart the conversation on every keystroke.
+  const [refDraft, setRefDraft] = useState(initialContext?.id ?? "");
+  const current = TABS.some((t) => t.id === tab) ? tab : "ask";
+  const id = refId.trim() || null;
+  const context = { mode, campaignId: mode === "campaign" ? id : null, accountId: mode === "account" ? id : null };
+
+  return (
+    <ScreenLayout className={className} title="Copilot" description={`Ask ${brand.linkLabel} anything about your pipeline, draft with it, and decide what it remembers.`}
+      icon={<Sparkles className="size-5" />} tabs={TABS} activeTab={current}
+      onTabChange={setTab} actions={toolbarActions}>
+      <div className={current === "ask" ? "grid gap-4 lg:grid-cols-[minmax(0,2fr)_minmax(0,1fr)]" : "hidden"}>
+        {/* Keyed on the context so a changed target starts a fresh conversation instead of mixing subjects. */}
+        <CopilotPanel key={`${mode}:${id ?? ""}`} hideTabs initialTab="ask" context={context} starterPrompts={starterPrompts} className="min-h-[32rem] rounded-lg border p-3" />
+        <div className="space-y-4">
+          <SectionCard title="Ask about" description="Changing this starts a new conversation.">
+            <div role="group" aria-label="Ask about" className="flex flex-col gap-2">
+              <select aria-label="Subject" className="h-9 rounded-md border bg-background px-2 text-sm" value={mode} onChange={(e) => { setMode(e.target.value as typeof mode); setRefDraft(""); setRefId(""); }}>
+                {MODES.map((m) => <option key={m.id} value={m.id}>{m.label}</option>)}
+              </select>
+              {mode !== "global" ? (
+                <div className="flex flex-col gap-1"><Label htmlFor="cp-ref">{mode === "campaign" ? "Campaign id" : "Account id"}</Label><Input id="cp-ref" value={refDraft} onChange={(e) => setRefDraft(e.target.value)} onBlur={() => setRefId(refDraft)} onKeyDown={(e) => { if (e.key === "Enter") setRefId(refDraft); }} /></div>
+              ) : null}
+            </div>
+          </SectionCard>
+          <ToolsCard />
+          {sidebarExtra}
+        </div>
+      </div>
+      {current === "team" ? <TeamPane /> : null}
+      {current === "memory" ? <CopilotMemory /> : null}
+    </ScreenLayout>
+  );
+}

package/blocks/copilot/components/copilot-team-chat.tsx

@@ -19,6 +19,7 @@
 import { useEffect, useRef, useState } from "react";
 import { Button, Input } from "@graph8/sdk/ui";
 import { ApiError } from "@/g8/components/api-error";
+import { FirstNotice } from "@/g8/components/paging-notices";
 import { ConfirmSpendDialog } from "@/g8/components/confirm-spend-dialog";
 import { EmptyState } from "@/g8/components/empty-state";
 import { useG8Mutation } from "@/g8/hooks/use-g8-mutation";
@@ -33,6 +34,8 @@ export interface CopilotTeamChatProps {
   channelId?: string;
   /** Poll interval in ms. Default 4000. */
   pollMs?: number;
+  /** Hide the channel picker when the host (for example CopilotScreen) already chose the channel. */
+  hideChannelPicker?: boolean;
   className?: string;
 }
 
@@ -41,15 +44,18 @@ interface Page { conversation_id?: string; messages?: WorkMessageRow[] }
 
 const newKey = (): string => `team-${Date.now().toString(36)}-${Math.random().toString(36).slice(2)}`;
 
-export function CopilotTeamChat({ channelId, pollMs = 4000, className }: CopilotTeamChatProps) {
+/** The agents roster read has no paging here: a full read is announced under the composer. */
+const AGENT_LIMIT = 50;
+
+export function CopilotTeamChat({ channelId, pollMs = 4000, hideChannelPicker, className }: CopilotTeamChatProps) {
   const [channel, setChannel] = useState<string | undefined>(channelId);
   const [text, setText] = useState("");
   const [agentId, setAgentId] = useState("");
   const [confirming, setConfirming] = useState(false);
   const draftKey = useRef(newKey());
 
-  const channels = useG8Query((signal) => g8Get("/work/channels", undefined, { signal }), []);
-  const agents = useG8Query((signal) => g8Get("/work/agents", { limit: 50 }, { signal }), []);
+  const channels = useG8Query((signal) => g8Get("/work/channels", undefined, { signal }), [], { enabled: !(hideChannelPicker && channelId) });
+  const agents = useG8Query((signal) => g8Get("/work/agents", { limit: AGENT_LIMIT }, { signal }), []);
   const rows = listOf<WorkChannel>(channels.data, "channels");
   const roster = listOf<AgentRow>(agents.data, "items");
   const active = channel ?? rows[0]?.id ?? undefined;
@@ -73,10 +79,10 @@ export function CopilotTeamChat({ channelId, pollMs = 4000, className }: Copilot
   return (
     <div className={`flex min-h-0 flex-1 flex-col gap-3 ${className ?? ""}`}>
       {channels.error ? <ApiError error={channels.error} title="Could not load channels" onRetry={() => void channels.refetch()} /> : null}
-      <select aria-label="Channel" className="h-9 rounded-md border bg-background px-2 text-sm" value={active ?? ""} onChange={(e) => setChannel(e.target.value)}>
+      {hideChannelPicker ? null : <select aria-label="Channel" className="h-9 rounded-md border bg-background px-2 text-sm" value={active ?? ""} onChange={(e) => setChannel(e.target.value)}>
         {rows.map((c) => <option key={c.id} value={c.id}>{c.displayName ?? c.name ?? c.id}</option>)}
-      </select>
-      {!channels.loading && !channels.error && rows.length === 0 ? <EmptyState title="No channels" description="Work channels this key may read show up here." /> : null}
+      </select>}
+      {!hideChannelPicker && !channels.loading && !channels.error && rows.length === 0 ? <EmptyState title="No channels" description="Work channels this key may read show up here." /> : null}
 
       {active ? (
         <>
@@ -101,6 +107,7 @@ export function CopilotTeamChat({ channelId, pollMs = 4000, className }: Copilot
               onKeyDown={(e) => { if (e.key === "Enter" && text.trim() && !post.loading) submit(); }} />
             <Button loading={post.loading} disabled={!text.trim()} onClick={submit}>Post</Button>
           </div>
+          <FirstNotice shown={roster.length} limit={AGENT_LIMIT} noun="agents" />
         </>
       ) : null}
 

package/blocks/crm/README.md

@@ -7,6 +7,28 @@ list, the dialer opens a `ContactDetail`), so their props are part of the contra
 
 Install: `npx @graph8/sdk add crm` (installs `foundation` first).
 
+## Screens
+
+Three finished screens compose the parts below into complete workspaces. Each needs no props, deep-links the open record
+(`?id=`), and takes optional slot props so other blocks can add buttons and tabs.
+
+| Screen | What a person can do | Slots |
+|---|---|---|
+| `ContactsScreen` | Search and filter (name, title, seniority, country), sort the loaded page, paginate, open a contact (timeline, notes, tasks, fields), create, edit, delete one or many, import a CSV/Excel file, review and merge duplicates. Locked emails show as Locked. | `renderRowActions(row, { reload })`, `renderDetailActions(contact, { reload })` (`reload` refetches the list and the open record, keeping filters, page, sort and selection), `extraDetailTabs`, `toolbarActions`, `renderBulkActions`, `onOpenCompany`, `listId` |
+| `CompaniesScreen` | Same flow for accounts: filters (name, domain, industry, country), detail with People, Activity, Notes, Tasks, create (domain required), edit, delete, duplicate review. | `renderRowActions(row, { reload })`, `renderDetailActions(company, { reload })`, `extraDetailTabs`, `toolbarActions`, `renderBulkActions`, `onOpenContact` |
+| `TasksScreen` | The workspace-wide task queue: Open / Completed / All, search, priority / type / linked-record filters, tick to complete or reopen, create, edit, delete, bulk complete and delete, overdue marker. | `renderRowActions`, `renderDetailActions`, `toolbarActions`, `defaultRecord`, `onOpenRecord` |
+
+```tsx
+"use client";
+import { ContactsScreen } from "@/components/g8/crm/contacts-screen";
+export default function Page() { return <ContactsScreen />; }
+```
+
+Prerequisites are the block's own (proxy allow-list including `tasks`, scopes in `block.json`). Sorting works on the loaded page only
+(the API has no sort). Deleting (rows, panel, bulk) and merging always ask first. `TasksScreen` links new tasks to a record only when you
+pass `defaultRecord`; otherwise they are standalone. Company import does not exist in the API: importing contacts creates their
+companies from the domain.
+
 ## What you get
 
 | Component | Use it for | Embed props |
@@ -73,6 +95,11 @@ message to a person.
 - `api-key-scopes` (api): the server key has the scopes in `block.json` (`contacts:delete` is needed for bulk merge).
 - `import-size-limit` (app): the proxy caps bodies at 5 MiB; larger files need a raised cap or a server-side import.
 
+## Known limits
+
+- The tasks "Low" priority filter sends `priority=3`. `GET /tasks` takes a single priority value, so historical
+  tasks stored as `4` (also Low) are not matched by that filter; they still show as Low in the list.
+
 ## Defaults the agent can use without asking
 
 | Decision | Default |
@@ -119,4 +146,11 @@ Ask the person: who may delete or merge records (decide it in the proxy's `autho
 | duplicateCounts / listDuplicates / listRecentMerges / getBulkMergeStatus | GET /duplicates... | read | DedupeReview |
 | rejectSuggestion / startBulkMerge / undoMerge | POST /duplicates... | write | DedupeReview |
 | mergeContact / mergeCompany | POST /contacts/{id}/merge, /companies/{id}/merge | destructive | DedupeReview |
+| listAllTasks / getTask / createGlobalTask | GET /tasks, GET /tasks/{task_id}, POST /tasks | read / read / write | TasksScreen |
 | assertContact, assertCompany (+ batch) | PUT /contacts/assert, /companies/assert | write | recipes (`g8.contacts.upsert`) |
+
+## Cross-block glue
+
+- `ContactLookupLink` (`components/contact-lookup-link.tsx`): "Open contact" for something that only knows an email (an inbox thread, a meeting attendee). It looks the email up (`GET /contacts?email=`) and shows a button only when a contact has it; `onOpen(contactId)` routes to your contacts screen. `ContactsScreen.onOpenCompany`, `CompaniesScreen.onOpenContact` and `TasksScreen.onOpenRecord` are the other ends of the same links: the stack pages pass them (`router.push("/companies?id=...")`).
+
+- `RecordEngagementTab` (`components/record-engagement-tab.tsx`): engagement counts, last touch (contacts) and pages visited for a contact or company, an `extraDetailTabs` entry: `{ id: "engagement", label: "Engagement", render: (c) => <RecordEngagementTab kind="contacts" id={c.id} /> }`. Reads `getContactEngagementSummary` / `getCompanyEngagementSummary` and `getContactSitesVisited` / `getCompanySitesVisited`. Also: the contact subtitle is `contactSubtitle(contact)` ("VP of Sales at Acme"; the company is never the person's own name, and "at" is left out without a company).

package/blocks/crm/block.json

@@ -9,7 +9,8 @@
     "create/edit form that renders the org's custom fields",
     "CSV/Excel import wizard with column mapping and preview",
     "duplicate review with merge, bulk merge and undo",
-    "locked (masked) emails and phones shown as Locked, never as values"
+    "locked (masked) emails and phones shown as Locked, never as values",
+    "finished ContactsScreen, CompaniesScreen and TasksScreen (list, detail, create, edit, delete, import, duplicates)"
   ],
   "dependsOn": [
     "foundation"
@@ -24,6 +25,7 @@
     "create_company_task_companies__company_id__tasks_post",
     "create_contacts_contacts_post",
     "create_field_fields_post",
+    "create_global_task_tasks_post",
     "create_list_lists_post",
     "create_note_contacts__contact_id__notes_post",
     "create_task_contacts__contact_id__tasks_post",
@@ -35,8 +37,14 @@
     "get_activity_feed_activity_feed_get",
     "get_bulk_merge_status_duplicates_bulk_merge__run_id__get",
     "get_company_companies__company_id__get",
+    "get_company_engagement_summary_companies__company_id__engagement_summary_get",
+    "get_company_sites_visited_companies__company_id__sites_visited_get",
     "get_contact_contacts__contact_id__get",
+    "get_contact_engagement_summary_contacts__contact_id__engagement_summary_get",
+    "get_contact_sites_visited_contacts__contact_id__sites_visited_get",
+    "get_task_tasks__task_id__get",
     "import_contacts_imports__import_id__contacts_post",
+    "list_all_tasks_tasks_get",
     "list_companies_companies_get",
     "list_company_fields_fields_companies_get",
     "list_company_notes_companies__company_id__notes_get",
@@ -256,6 +264,89 @@
         "write",
         "destructive"
       ]
+    },
+    {
+      "name": "ContactsScreen",
+      "file": "components/contacts-screen.tsx",
+      "purpose": "Finished contacts workspace: search, filters, sort, paging, bulk delete, detail panel with activity/notes/tasks, create, edit, CSV import and duplicate review. No required props; slot props for other blocks.",
+      "operations": [
+        "delete_contact_contacts__contact_id__delete",
+        "duplicate_counts_duplicates_counts_get",
+        "get_contact_contacts__contact_id__get",
+        "list_contacts_contacts_get"
+      ],
+      "tiers": [
+        "read",
+        "destructive"
+      ]
+    },
+    {
+      "name": "CompaniesScreen",
+      "file": "components/companies-screen.tsx",
+      "purpose": "Finished companies workspace: search, filters, sort, paging, bulk delete, detail panel with people/activity/notes/tasks, create, edit and duplicate review. No required props.",
+      "operations": [
+        "delete_company_companies__company_id__delete",
+        "duplicate_counts_duplicates_counts_get",
+        "get_company_companies__company_id__get",
+        "list_companies_companies_get"
+      ],
+      "tiers": [
+        "read",
+        "destructive"
+      ]
+    },
+    {
+      "name": "TasksScreen",
+      "file": "components/tasks-screen.tsx",
+      "purpose": "Workspace-wide task queue: Open/Completed/All, search and filters, complete or reopen, create, edit, delete, bulk complete and delete, detail panel.",
+      "operations": [
+        "create_global_task_tasks_post",
+        "delete_task_tasks__task_id__delete",
+        "get_task_tasks__task_id__get",
+        "list_all_tasks_tasks_get",
+        "update_task_tasks__task_id__patch"
+      ],
+      "tiers": [
+        "read",
+        "write",
+        "destructive"
+      ]
+    },
+    {
+      "name": "ListSelect",
+      "file": "components/list-select.tsx",
+      "purpose": "Audience-list dropdown, searchable and paged (the foundation ListSelect with GET /lists wired in). Replaces a select fed by one capped list read.",
+      "operations": [
+        "list_lists_lists_get"
+      ],
+      "tiers": [
+        "read"
+      ]
+    },
+    {
+      "name": "ContactLookupLink",
+      "file": "components/contact-lookup-link.tsx",
+      "purpose": "\"Open contact\" button for something that only knows an email (inbox thread, meeting attendee, visitor): looks the email up in the CRM and calls onOpen(contactId); renders nothing when nobody has it.",
+      "operations": [
+        "list_contacts_contacts_get"
+      ],
+      "tiers": [
+        "read"
+      ]
+    },
+    {
+      "name": "RecordEngagementTab",
+      "file": "components/record-engagement-tab.tsx",
+      "purpose": "Engagement counts, last touch and pages visited for one contact or company; an extraDetailTabs entry for ContactsScreen and CompaniesScreen.",
+      "operations": [
+        "get_contact_engagement_summary_contacts__contact_id__engagement_summary_get",
+        "get_company_engagement_summary_companies__company_id__engagement_summary_get",
+        "get_contact_sites_visited_contacts__contact_id__sites_visited_get",
+        "get_company_sites_visited_companies__company_id__sites_visited_get"
+      ],
+      "tiers": [
+        "read"
+      ]
     }
   ],
   "hooks": [
@@ -277,12 +368,25 @@
         "list_contact_fields_fields_get",
         "list_company_fields_fields_companies_get"
       ]
+    },
+    {
+      "name": "useAllLists",
+      "file": "hooks/use-all-lists.ts",
+      "purpose": "Every list, page after page, for lookups by id (a list's size or name); ListSelect is the picker."
     }
   ],
   "lib": [
     {
       "file": "lib/crm-types.ts",
       "purpose": "Record and field types plus helpers (isMasked, contactName, isCustomField) shared by the CRM components."
+    },
+    {
+      "file": "lib/screen-parts.tsx",
+      "purpose": "Sorting, row selection, bulk delete and pager shared by ContactsScreen, CompaniesScreen and TasksScreen."
+    },
+    {
+      "file": "lib/read-lists.ts",
+      "purpose": "One page of audience lists (GET /lists), the read behind ListSelect and useAllLists."
     }
   ],
   "recipes": [
@@ -373,6 +477,7 @@
     }
   ],
   "peerDependencies": {
-    "react": ">=18"
+    "react": ">=18",
+    "lucide-react": ">=0.400.0"
   }
 }