Complete reference of every portal, page, tool, feature, and backend function built across the platform. Used by the XPAND CLI to discover existing functionality before scaffolding new features. Last generated: 2026

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Table of Contents

1. Admin Portal (Super Admin)
2. Developer Portal
3. Sales Rep / Sales Manager Portal (XpandBot)
4. White Label Partner Portal
5. Call Center / Command Center Dev
6. Generic Client Portal
7. Vets Portal
8. Real Estate Portal
9. Excursions Portal
10. Rentals Portal (Short-Term Rentals)
11. Marketing Portal
12. Entertainment Portal
13. Call Centre Portal (Industry)
14. Property Owner Portal
15. Public-Facing Pages & Widgets
16. White Label Microsite (wl-site)
17. Edge Functions / Backend Services
18. Cross-Cutting Systems

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1. Admin Portal (Super Admin)

Role: super_admin — full platform control. Route prefix: /admin/*, root admin pages at /.

Client & Account Management

• Clients (AdminClients) — list, filter, search every client account; status (active/demo/deleted/disabled).
• Client Detail (AdminClientDetail) — 360° view: subscription, agents, call volume, revenue, contracts, team, KYC.
• Teams (AdminTeams) — create/manage internal staff teams.
• Team Management (TeamManagement) — assign sales reps, managers, developers.
• Users (Users, UserDetail, NewUser) — global user CRUD, role assignment via user_roles table.
• KYC Review (AdminKycReview) — review submitted KYC docs, approve/reject identity & company verification.
• Legal Entities (AdminLegalEntities) — manage XPAND EU/UK/Americas billing entities (currency-aware).

Sales & Pipeline (Internal)

• Leads (Leads, LeadDetail, MyLeads, NewLead) — internal sales pipeline; source attribution, stage progression, AI-detected interest tagging.
• Lead Sourcing (LeadSourcing) — bulk import / scrape leads.
• Pipeline (Pipeline) — kanban view of internal sales deals.
• Cold Call Lists (ColdCallLists, ColdCallListDetail, ColdCallImport) — outbound cold call campaign manager with CSV/XLSX import.
• Call Center (CallCenter) — live monitoring of in-flight calls (super admin & call_center role).
• Call Command Center (admin/CallCommandCenter) — orchestration of agent ↔ client mapping, ElevenLabs accounts.

Billing, Finance & Payments

• Billing (AdminBilling) — global billing overview.
• Finance Hub (admin/FinanceHub) — executive P&L (EUR-normalised), Setup Fees vs MRR, real-time charts.
• Invoices (AdminInvoices) — Stripe live invoice listing.
• Payment Links (AdminPaymentLinks, AdminPaymentLinksHistory) — generate/track Stripe & PayPal links.
• Commissions (AdminCommissions, Commissions) — sales rep & partner commission tracking.
• Payouts (AdminPayouts) — process partner/rep payouts.
• Pricing Management (AdminPricingManagement) — agent type pricing, addons, enterprise tiers.
• Subscription Pricing (AdminSubscriptionPricing) — Essential/Enterprise plan editor.
• Pricing Calculator (PricingCalculator) — quote calculator.
• Usage (AdminUsage) — per-client minute usage, agent metrics.
• Abandoned Carts (AdminAbandonedCarts) — recover abandoned checkouts.

Documents, Contracts & Quotes

• Contracts (AdminContracts, AdminContractDetail, AdminContractEdit, AdminContractTemplates) — branded PDF contracts, digital signature flow, signed-URL delivery.
• Sign Contract (SignContract) — public signing endpoint.
• NDA Submissions (AdminNdaSubmissions) — review public NDA form submissions (3-year, Spanish law).
• Proposals Manager (admin/ProposalsManager) — list AI-generated proposals.
• Proposal Builder (admin/ProposalBuilder) — interactive proposal editor (blocks, OG metadata).
• Proposal Analytics (admin/ProposalAnalytics) — view tracking, conversion.
• Quotes Manager (admin/QuotesManager) — XPAND-branded quote list.
• Quote Builder (admin/QuoteBuilder) — AI-assisted quote generator with legal entity + currency.
• Sales Documents (AdminSalesDocuments, SalesDocuments) — central library for sales collateral.
• Sales Resource Hub (admin/sales-resource/*) — Scripts, Objections, Docs.

Communications

• Inbox (AdminInbox) — unified email inbox (cron-synced).
• Email Settings (AdminEmailSettings) — admin email accounts/domains.
• Email Templates (EmailTemplates) — drip sequence + transactional templates; HTML import support.
• Email Campaigns (AdminEmailCampaigns) — pipeline-stage triggered drip campaigns, fallback domains, spam heuristic.
• Email Health (AdminEmailHealth) — Resend domain health, delivery monitoring.
• Reminders (AdminReminders) — schedule cross-portal reminders.
• Tasks (AdminTasks, Tasks) — admin task tracker.

Vault & Resources

• Vault (AdminVault) — secure document/asset vault with share-via-email & public link.
• Public Vault Share (PublicVaultShare) — token-gated public vault access.
• Resources (AdminResources) — knowledge base & training resources.
• Documentation (AdminDocumentation) — internal docs CMS.

Support & Forms

• Support (AdminSupport, AdminSupportTicketDetail) — full ticketing system with realtime chat, SLA, escalation from AI chat.
• Forms Manager (AdminFormsManager, AdminFormBuilder) — drag-and-drop public form builder.
• Integration Requests (AdminIntegrationRequests) — client-requested integrations queue.

Projects & Operations

• Projects (AdminProjects, AdminProjectDetail) — project tracking with command center view.
• AI Store (AdminAIStore) — marketplace of AI agent templates.
• API Keys (AdminApiKeys) — 3-tier key system (Admin/Client/MCP), SHA-256 hashed.

White Label Management

• WL Partners (AdminWhiteLabelPartners, AdminWhiteLabelDetail, AdminWhiteLabelNew) — onboard partners.
• WL Applications (AdminWLApplications) — review partner applications.
• WL Clients (AdminWhiteLabelClients, AdminWLClients) — clients under partners.
• WL Leads (AdminWhiteLabelLeads) — partner-attributed leads.
• WL Activity (AdminWLActivity) — activity feed per partner.
• WL Contracts / Payment Links (AdminWLContracts, AdminWLPaymentLinks).

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2. Developer Portal

Role: developer — engineering & client onboarding ops. Route prefix: /dev/*.

• Dashboard (DeveloperDashboard) — stats, active projects.
• Clients (DeveloperClients, DeveloperClientDetail) — assigned client portfolio.
• Projects (DeveloperProjects, DeveloperProjectDetail) — implementation projects.
• Agents (DeveloperAgents) — ElevenLabs agent configuration & provisioning.
• Integrations (DeveloperIntegrations) — third-party integration setup.
• Store Submissions (DeveloperStoreSubmissions) — submit AI agents to the store.
• Tasks (DeveloperTasks) — engineering task board.
• Support (DeveloperSupport, DeveloperTicketDetail) — client ticket triage.
• Profile (DeveloperProfile).

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3. Sales Rep / Sales Manager Portal (XpandBot)

Roles: sales_rep, sales_manager. Entry point: /xpand-bot.

• XpandBot (XpandBot) — AI sales assistant chat.
• Sales Manager Dashboard (SalesManagerDashboard) — team metrics.
• Sales Rep Dashboard (SalesRepDashboard) — personal pipeline + targets.
• Sales Manager Tasks (SalesManagerTasks), Sales Rep Tasks (SalesRepTasks).
• Calendar (Calendar) — appointment scheduling.
• New Appointment (NewAppointment).
• Shared with admin: Leads, Cold Call Lists, Pipeline, Sales Resources.

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4. White Label Partner Portal

Role: white_label. Route prefix: /wl/*. Custom-domain capable.

• Dashboard (WhiteLabelDashboard).
• Clients (WhiteLabelClients, WhiteLabelClientDetail) — partner's branded client base.
• Leads (WhiteLabelLeads), Pipeline (WhiteLabelPipeline).
• Cold Call Lists (WhiteLabelColdCallLists, WhiteLabelColdCallListDetail, WhiteLabelColdCallImport).
• Contracts (WhiteLabelContracts, WhiteLabelContractDetail, WhiteLabelContractEdit, WhiteLabelContractTemplates).
• Payment Links (WhiteLabelPaymentLinks, WhiteLabelCheckoutLinks).
• Billing (WhiteLabelBilling).
• Commissions (WhiteLabelCommissions, WhiteLabelFinanceCommissions).
• Payouts (WhiteLabelPayouts).
• Forms (WhiteLabelFormsManager, WhiteLabelFormBuilder).
• Email Templates (WhiteLabelEmailTemplates).
• Sales Documents (WhiteLabelSalesDocuments).
• Calendar (WhiteLabelCalendar).
• Reports (WhiteLabelReports).
• Team (WhiteLabelTeam), Projects (WhiteLabelProjects).
• Support (WhiteLabelSupport, WhiteLabelSupportTicketDetail).
• Notifications (WhiteLabelNotifications).
• Integrations (WhiteLabelIntegrations).
• Settings (WhiteLabelSettings), Profile (WhiteLabelProfile).
• Checkout flows (WLCheckoutEssential, WLCheckoutEnterprise, WLCheckoutSuccess, WLCheckoutCancel).
• Activation (WLActivate).

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5. Call Center / Command Center Dev

Roles: call_center, command_center_dev (PII-restricted). Route: /call-center.

• Call Center Live View (CallCenter) — global active calls ticker, quality monitoring, talk ratio.
• Call Command Center (admin/CallCommandCenter) — agent assignment, ElevenLabs account orchestration.
• Restrictions: command_center_dev cannot view PII fields (masked).

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6. Generic Client Portal

Role: client (industry: generic). Route prefix: /client/*.

Core

• Dashboard (ClientDashboard) — 30-day revenue (max of closed-won estimates vs paid invoices), call stats.
• Calls (ClientCalls, ClientCallDetail) — call history with transcripts, AI analysis, audio playback.
• Live Calls (ClientLiveCalls) — real-time in-progress calls.
• Leads (ClientLeads, ClientLeadDetail, ClientLeadArchives) — flat lead interface, business-name priority, AI markers cleaned, hidden technical IDs.
• Pipeline (ClientPipeline) — dynamic stage sync from client_pipeline_stages.
• Closer (ClientCloser) — high-priority warm leads view.
• Tracker (ClientTracker) — lead/case tracking board.
• Calendar (ClientCalendar) — bookings + iCal two-way sync (60s polling, PT1M TTL).
• Reports (ClientReports).
• Outbound (ClientOutbound) — outbound campaign requests.
• Guest Relations (ClientGuestRelations) — guest priority filter (hospitality).
• Batch Detail (ClientBatchDetail) — outbound batch results.

Communications & Documents

• Tickets (ClientTickets, ClientTicketDetail, ClientSubmitTicket) — support with realtime chat.
• Notifications (ClientNotifications) — push (OneSignal) + in-app.
• Contracts (ClientContracts, ClientContractDetail, ClientContractEdit, ClientContractTemplates).
• Docs (ClientDocs).
• Help (ClientHelp) — AI chat with escalation to ticket.
• Contact (ClientContact).

Account

• Billing (ClientBilling) — live Stripe (bypasses local DB), exact next payment, auto-refresh.
• Team (ClientTeam).
• Profile (ClientProfile), Settings (ClientSettings).
• Onboarding (ClientOnboarding, ClientSystemsOnboarding) — setup wizard with persistent header (Framer Motion).
• Activate (ClientActivate).

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7. Vets Portal

Industry: veterinary. Route prefix: /vets/*.

Clinical

• Dashboard (VetsDashboard, VetsDashboardPage) — triage volume, ROI metrics.
• Live Calls (VetsLiveCalls) — real-time triage line.
• Calls (VetsCalls, VetsCallDetail, VetCallDetailPage) — vet-specific call analyzer (analyze-vet-call-transcript, gemini-2.5-flash for medical reasoning).
• Cases / Leads (VetsLeads, VetsLeadDetail, VetsLeadArchives) — case-as-lead model.
• Case Detail (VetsCaseDetail).
• AI Triage / Automation (VetsAutomation) — AI symptom triage + emergency escalation.
• Emergency Log (VetsEmergencyLog) — flagged urgent cases.
• Animal Detail (VetsAnimalDetail) — pet profile, history.

Owners & Workload

• Owners (VetsOwners, VetsOwnerDetail) — pet owner CRM.
• Workload & Handover (VetsWorkload) — staff load balancing, end-of-shift handover (vet-generate-handover).
• Case Board / Pipeline (VetsPipeline).
• Calendar (VetsCalendar).

Reporting

• Reports (VetsReports) — clinic ROI.
• Case Outcomes (VetsCaseOutcomes) — outcome trend analysis.
• Complaints (VetsComplaints, VetsComplaintDetail).
• Referrals (VetsReferrals, VetsReferralDetail).

Admin

• Emails (VetsEmails), Team (VetsTeam), Billing (VetsBilling), Closer (VetsCloser).
• Outbound (VetsOutbound), Tracker (VetsTracker), Batch Detail (VetsBatchDetail).
• Contracts (VetsContracts), Docs (VetsDocs), Help (VetsHelp), Contact (VetsContact).
• Tickets (VetsTickets, VetsTicketDetail, VetsSubmitTicket).
• Notifications, Profile, Settings, Onboarding.
• AI clinical docs: vet-ai-docs (clinical / owner-friendly / internal notes triple output).

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8. Real Estate Portal

Industry: real_estate. Route prefix: /realestate/*.

Properties & Deals

• Dashboard (RealEstateDashboard).
• Properties Hub (REPropertiesHub, REPropertyForm) — listings management.
• Deals Pipeline (REDealsPipeline, REDealForm).
• Matching (REMatching) — AI buyer ↔ property match.
• Viewings Calendar (REViewingsCalendar, REViewingForm).
• Transactions (RETransactions).

Leads & Outreach

• Leads Hub (RELeadsHub, RELeadDetail, RELeadForm).
• Distribution (REDistribution) — round-robin lead distribution.
• Calls (RECalls, RECallDetail) — analyze-re-call-transcript.
• Outbound (REOutbound), Batch Detail (REBatchDetail).
• Campaigns (RECampaigns), Marketing (REMarketing), Communications (RECommunications), Emails (REEmails).

Insights

• Market Insights (REMarketInsights), Predictions (REPredictions), Forecasting (REForecasting).
• Reports (REReports), Revenue (RERevenue), Commissions (RECommissions), Finance (REFinance).

Ops

• Tasks (RETasks), Calendar (RECalendar), Team (RETeam).
• Contracts (REContracts), Automations (REAutomations), Integrations (REIntegrations).
• Assistant (REAssistant) — AI assistant.
• Profile, Settings, Help.

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9. Excursions Portal

Industry: excursions. Route prefix: /excursions/*. Vessel/Paula-protocol.

Booking & Catalog

• Dashboard (ExcursionsDashboard, ExcursionsDashboardPage).
• Catalog (ExcursionsCatalog, ExcursionsCatalogEditor) — excursions, vessels, capacity.
• Fleet (ExcursionsFleet) — per-client vessels (Mustang/Venecia/Pirulet/Ana etc., never hardcoded).
• Bookings (ExcursionsBookings), New Booking (ExcursionsNewBooking).
• Manifests (ExcursionsManifests) — passenger lists; excursion-manifest-availability.
• Daily Till (ExcursionsDailyTill).
• Smart Calendar (ExcursionsCalendar).
• Guest Check-in (ExcursionsGuestCheckin).
• Guest Relations (ExcursionsGuestRelations).

Customers & Sales

• Customers (ExcursionsCustomers, ExcursionsCustomerDetail).
• Enquiries (ExcursionsEnquiries).
• Leads (ExcursionsLeads, ExcursionsLeadDetail, ExcursionsLeadArchives).
• Pipeline (ExcursionsPipeline), Closer (ExcursionsCloser), Tracker (ExcursionsTracker).
• Calls (ExcursionsCalls, ExcursionsCallDetail) — analyze-excursion-call-transcript.
• Live Calls (ExcursionsLiveCalls).
• Outbound (ExcursionsOutbound), Batch Detail (ExcursionsBatchDetail).

Finance

• Revenue (ExcursionsRevenue), Reports (ExcursionsReports).
• Invoicing (ExcursionsInvoicing), Billing (ExcursionsBilling).
• Contracts (ExcursionsContracts).

Ops

• Team (ExcursionsTeam), Emails (ExcursionsEmails).
• Help, Docs, Contact, Notifications, Profile, Settings, Onboarding.
• Tickets (ExcursionsTickets, ExcursionsTicketDetail, ExcursionsSubmitTicket).
• Crew Manifest View (CrewManifestView) — for client_crew role at /excursions/crew.

Public/Booking

• Public excursion page, checkout, payment success, booking widget, manage booking. (See Public section.)

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10. Rentals Portal (Short-Term Rentals)

Industry: rentals. Airbnb-style lifecycle. Route prefix: /rentals/*.

Properties & Pricing

• Dashboard (RentalsDashboard, RentalsDashboardPage).
• Properties (RentalsProperties, RentalsPropertyDetail, RentalsPropertyForm).
• Pricing (RentalsPricing) — dynamic pricing (rental-dynamic-pricing).
• Smart Calendar (RentalsSmartCalendar, RentalsCalendar) — OTA two-way iCal sync (sync-ota-bookings, ota-ical-feed, export-rental-ical).

Bookings & Guests

• Bookings (RentalsBookings, RentalsBookingDetail, RentalsNewBooking).
• Customers (RentalsCustomers, RentalsCustomerDetail).
• Leads (RentalsLeads, RentalsLeadDetail, RentalsLeadArchives).
• Pipeline (RentalsPipeline), Closer (RentalsCloser), Tracker (RentalsTracker).
• Messages (RentalsMessages) — guest messaging (rental-guest-messages).
• Guest Portal (RentalsGuestPortal) — rental-guest-portal edge function.
• Reviews (RentalsReviews) — rental-review-analyzer.
• Upsells (RentalsUpsells).

Operations

• Cleaning (RentalsCleaning), Cleaners (RentalsCleaners).
• Maintenance (RentalsMaintenance).
• Owners (RentalsOwners) — owner statements (rental-owner-statement).
• Team (RentalsTeam).

Finance

• Financials (RentalsFinancials), Invoicing (RentalsInvoicing), Billing (RentalsBilling).
• Reports (RentalsReports).
• Contracts (RentalsContracts, RentalsContractDetail, RentalsContractEdit, RentalsContractTemplates).

Calls & Outreach

• Calls (RentalsCalls, RentalsCallDetail) — analyze-rental-call-transcript.
• Live Calls (RentalsLiveCalls), Outbound (RentalsOutbound), Batch Detail (RentalsBatchDetail).
• Emails (RentalsEmails), Automations (RentalsAutomations).

Account

• Tickets, Notifications, Profile, Settings, Onboarding, Help, Contact.

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11. Marketing Portal

Industry: marketing. Route prefix: /marketing/*.

• Dashboard (MarketingDashboard), Analytics (MarketingAnalytics).
• Clients (MarketingClients, MarketingClientDetail), Companies (MarketingCompanies), Contacts (MarketingContacts).
• Leads (MarketingLeads, MarketingLeadDetail, MarketingLeadArchives), Lead Sourcing (MarketingLeadSourcing).
• Pipeline, Closer, Tracker.
• Calls (MarketingCalls, MarketingCallDetail), Live Calls.
• Cold Call Lists (MarketingColdCallImport, MarketingColdCallListDetail), Outbound, Batch Detail.
• Campaigns (MarketingCampaigns), Emails (MarketingEmails).
• Proposals (MarketingProposals).
• Projects (MarketingProjects).
• AI Tools (MarketingAITools), Automations (MarketingAutomations).
• Forms (MarketingForms, MarketingFormBuilder).
• Inbox (MarketingInbox).
• Integrations (MarketingIntegrations).
• Calendar, Team, Reports, Invoicing, Billing, Payment Links (MarketingPaymentLinks), Contracts.
• Tickets, Notifications, Profile, Settings, Onboarding, Help, Contact, Docs.

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12. Entertainment Portal

Industry: entertainment. Route prefix: /entertainment/*.

Shows & Events (4 primary areas)

• Dashboard (EntertainmentDashboard).
• Shows (EntertainmentShows, EntertainmentShowDetail, EntertainmentCreateShow) — full-width inline animated panel for creation (not dialogs).
• Events (EntertainmentEvents) + Public Event Page (PublicEventPage).
• Talent Roster (EntertainmentTalent) — 26+ bilingual EN/ES categories.
• Venues (EntertainmentVenues).
• Settlements (EntertainmentSettlements).
• Calendar (EntertainmentCalendar) — custom bilingual date/time pickers.
• Appointments — Artist Booking, Sound Check, Rehearsal terminology.

CRM (Unified)

• Leads (EntertainmentLeads, EntertainmentLeadDetail, EntertainmentLeadArchives, EntertainmentNewLead).
• Companies (EntertainmentCompanies) — VAT + schema metadata.
• Contacts (EntertainmentContacts, EntertainmentContactDetail) — shared contact toggle, caller memory.
• Clients (EntertainmentClients, EntertainmentClientDetail).
• Pipeline (EntertainmentPipeline) — dynamic sync from client_pipeline_stages.
• Closer, Tracker.
• Calls (EntertainmentCalls, EntertainmentCallDetail), Live Calls.

Outreach

• Outbound, Cold Call Import (EntertainmentColdCallImport, EntertainmentColdCallListDetail), Batch Detail.
• Email Campaigns (EntertainmentEmailCampaigns) — Gmail-safe sanitization (strip base64/styles/titles).
• Emails (EntertainmentEmails), Inbox (EntertainmentInbox, EntertainmentInboxSettings).
• Campaigns (EntertainmentCampaigns), Automations (EntertainmentAutomations).
• AI Tools (EntertainmentAITools) — entertainment-ai-shows, entertainment-ai-populate.

Finance

• Invoicing (EntertainmentInvoicing), Billing, Payment Links (EntertainmentPaymentLinks).
• Proposals (EntertainmentProposals) — Public proposal with dynamic OG (PublicEntertainmentProposal, proposal-og).
• Contracts (EntertainmentContracts).
• Reports (EntertainmentReports), Analytics.

Ops

• Projects (EntertainmentProjects), Team, Forms (EntertainmentForms, EntertainmentFormBuilder).
• Integrations (EntertainmentIntegrations).
• Tickets, Notifications, Profile, Settings, Onboarding, Docs, Help, Contact.

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13. Call Centre Portal (Industry)

Industry: call_centre. Route prefix: /callcentre/*.

• Dashboard (CallCentreDashboard) — Talk Ratio, lead logic separation.
• Calls (CallCentreCalls, CallCentreCallDetail), Live Calls.
• Leads (CallCentreLeads, CallCentreLeadDetail, CallCentreLeadArchives), Lead Lists (CallCentreLeadLists).
• Cases (CallCentreCases, CallCentreCaseDetail, CallCentreCaseForm), Claims Form (CallCentreClaimsForm).
• Contacts (CallCentreContacts).
• Pipeline, Outbound, Batch Detail, Trash (CallCentreTrash).
• New Appointment, Calendar.
• Forms (CallCentreForms, CallCentreFormsManager, CallCentreFormBuilder).
• Email Templates (CallCentreEmailTemplates), Inbox.
• Contracts (CallCentreContracts, CallCentreContractDetail, CallCentreContractEdit, CallCentreContractTemplates).
• Payment Links (CallCentrePaymentLinks) — unified Stripe + PayPal billing.
• Reports, Team, Help, Notifications, Profile, Settings, Billing.

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14. Property Owner Portal

Role: owner (rentals owners). Route prefix: /owner/*.

• Dashboard (OwnerDashboard) — property performance.
• Properties (OwnerProperties).
• Bookings (OwnerBookings, OwnerBookingDetail).
• Calendar (OwnerCalendar).
• Payments (OwnerPayments) — payouts.
• Issues (OwnerIssues).
• Settings (OwnerSettings).

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15. Public-Facing Pages & Widgets

Forms & Onboarding

• NDA Form (public/NdaForm) — dark themed, 3-year Spanish law, PDF rendering.
• Partner Apply (public/PartnerApply).
• Solar Form (public/PublicSolarForm) — process-solar-intake, analyze-solar-call-transcript.

Proposals & Quotes

• Public Proposal (PublicProposal) — branded interactive blocks, OG metadata (proposal-og).
• Public Entertainment Proposal (PublicEntertainmentProposal).
• Public Quote (PublicQuote) — XPAND-branded, quote-og.

Events

• Public Events List (PublicEventsList).
• Public Event Detail (PublicEventDetail).
• Public Event Widget (PublicEventWidget) — embeddable.

Excursions Booking

• Public Excursion Page (PublicExcursionPage).
• Public Excursion Checkout (PublicExcursionCheckout).
• Excursion Booking Widget (ExcursionBookingWidget) — embed.
• Booking Success / Payment Success (BookingSuccess, ExcursionsPaymentSuccess).
• Manage Booking (ManageBookingPage).

Rentals Booking

• Public Rental Property Page (PublicRentalPropertyPage).
• Public Rental Checkout (PublicRentalCheckout).
• Rental Booking Widget (RentalBookingWidget).
• Rental Booking Success (RentalBookingSuccess).

Checkout / Auth

• Checkout — Essential / Enterprise / Cancel / Success.
• Auth (Auth), Portal Auth (PortalAuth), Setup Password, KYC Welcome / Onboarding.
• Unsubscribe (Unsubscribe).
• Public Vault Share (PublicVaultShare).
• Sign Contract (SignContract).

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16. White Label Microsite (wl-site)

Public-facing partner microsite. Route: wl-site/*.

• Home (WLMicrositeHome).
• Solutions (WLMicrositeSolutions).
• Industry Solution (WLMicrositeIndustrySolution).
• Voice AI (WLMicrositeVoiceAI).
• Smart CRM (WLMicrositeSmartCRM).
• Products (WLMicrositeProducts).
• Pricing (WLMicrositePricing).

Branding via useMicrositeBranding, custom-domain resolved via verify-custom-domain.

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17. Edge Functions / Backend Services

Located at supabase/functions/*. All deploy automatically.

AI Call Analyzers (per industry, with ai_response_cache short-circuit)

• analyze-call-transcript — generic.
• analyze-vet-call-transcript — gemini-2.5-flash medical reasoning.
• analyze-re-call-transcript, analyze-rental-call-transcript, analyze-excursion-call-transcript, analyze-solar-call-transcript.
• analytics-from-call-history.

ElevenLabs / Voice

• eleven-labs-proxy, eleven-labs-audio, elevenlabs-transcribe, elevenlabs-scribe-token.
• elevenlabs-post-call-webhook — triple-redundancy pipeline.
• provision-agent-tools — automated tool create+PATCH-link.
• agent-memory-lookup, caller-memory, update-caller-name.
• vet-live-calls, vet-live-transcript-webhook.
• get-elevenlabs-key — dynamic account orchestration via DB registry.
• sync-agent-calls, agent-metrics, client-metrics.

Lead & Call Pipeline

• auto-create-leads, enrich-leads, verify-leads, scrape-leads.
• recalculate-lead-priorities — warm/cold logic.
• bulk-match-lead-lists, clean-business-names.
• call-history, call-center-api.
• Backfills: backfill-leads, backfill-lead-phones, backfill-phones, backfill-call-appointments, backfill-followup-leads, backfill-admin-attachments, backfill-solar-case-intelligence.

Billing / Stripe / PayPal

• create-checkout-session, verify-checkout-session, track-checkout-session.
• stripe-webhook — multi-entity routing (EU/UK/Americas).
• wl-verify-stripe.
• customer-portal, cancel-subscription, admin-cancel-subscription, sync-stripe-subscription.
• fetch-stripe-customers, fetch-stripe-subscription-detail, fetch-stripe-transactions.
• fetch-billing-metrics, fetch-financial-summary.
• create-payment-link.
• create-excursion-invoice, create-rental-invoice, create-solar-invoice, create-solar-paypal-invoice.
• excursion-create-checkout, excursion-send-payment-link, verify-excursion-payment.
• report-usage, sync-exchange-rates.

Documents (Contracts / Proposals / Quotes / NDA)

• generate-proposal, generate-proposal-pdf, proposal-og, track-proposal.
• generate-quote, generate-quote-pdf, quote-og.
• process-signature, regenerate-signed-contract, notify-contract-event, decline-document.
• get-contract-signed-url, get-signing-session, send-contract-email, send-contract-reminder.
• process-nda-signature, regenerate-nda-pdf.

Email Infrastructure

• manage-email-domain, manage-admin-email-domain, email-health-check, sync-email-stats.
• receive-inbound-email, setup-inbound-webhook, sync-admin-inbox, sync-admin-inbox-cron.
• send-email-campaign, send-scheduled-campaigns, process-sequence-sends.
• email-campaign-webhooks, spam-filter, handle-unsubscribe.
• Transactional senders: send-account-setup-email, send-admin-email, send-agent-live-email, send-appointment-notification, send-approval-email, send-rejection-email, send-booking-confirmation, send-rental-booking-confirmation, send-excursion-booking-confirmation, send-excursion-checkin-email, send-event-ticket, send-client-activation-email, send-client-invitation, send-cold-call-email, send-integration-notification, send-invoice-email, send-meeting-invite, send-notification-email, send-onboarding-form-email, send-partner-application-email, send-password-reset, send-payment-confirmation, send-portal-link, send-recovery-email, send-sales-rep-welcome-email, send-solar-email, send-solar-stage-email, send-ticket-email, send-welcome-email, send-wl-invitation.
• vault-share, vault-share-email.
• resolve-admin-attachment.

Calendar

• google-calendar-sync, sync-calendar-feeds, export-calendar-ical, export-rental-ical.
• generate-meet-link.
• excursion-manifest-availability.

OTA / GYG / Rentals

• gyg-supplier-api, gyg-webhook.
• sync-ota-bookings, ota-ical-feed, sync-rental-calendars.
• rental-dynamic-pricing, rental-guest-messages, rental-guest-portal, rental-owner-statement, rental-review-analyzer.

Vets-Specific

• vet-ai-docs (3-output clinical/owner/internal), vet-ai-triage, vet-case-email, vet-generate-handover.
• seed-vet-demo, seed-vet-demo-data.

Solar / Real Estate

• process-solar-intake, update-solar-case-stage.

Entertainment

• entertainment-ai-shows, entertainment-ai-populate.

Push / Notifications

• send-push-notification, get-onesignal-config — OneSignal Web SDK v16, PWA installable.

Auth / Account / KYC

• activate-client-account, activate-wl-account.
• admin-bootstrap-user, bootstrap-test-client.
• create-user, delete-user, delete-client-account.
• submit-kyc, admin-kyc-review, twilio-kyc-webhook, admin-twilio-manage.
• verify-custom-domain.
• resend-activation-email.
• register-attendee, check-in-attendee.

Sales / AI Chat

• ai-support-chat — escalates to ticket.
• xpand-bot-chat, xpand-api, xpand-admin-api — programmable client API (lead pipeline, contracts, calls).
• handle-sales-contact-request.
• explain-addon, translate-content, translate-scope.
• estimate-outbound-cost.
• process-payout.
• seed-documentation, seed-resources.
• get-internal-api-secret.

---

18. Cross-Cutting Systems

Authentication & Roles

• 9-role hierarchy: super_admin, developer, partner (white_label), sales_manager, sales_rep, client, client_crew, call_center, command_center_dev.
• Roles in dedicated user_roles table with has_role() security-definer function.
• Industry routing via client_industry attribute → portal redirect (Index.tsx).

Internationalization

• Strict react-i18next, zero hardcoded strings, no notranslate tags.

Design System

• 2026 SaaS aesthetic: pure black #000000, 2% white glassmorphism, Primary #9164E5.
• Inter font-light typography, pill-shaped buttons.
• Semantic Tailwind tokens only (no raw text-white/bg-black in components).

Security

• Strict RBAC, fail-closed logic, Zod validation, masked PII, token-based auth.
• API key 3-tier system (Admin/Client/MCP), SHA-256 hashed with prefixes.
• MCP 2-layer auth (token hash + X-Xpand-Api-Key).
• Onboarding developer bypass: @xpandagent.io skips delivery tracker.

Realtime

• Supabase Realtime: ai_chat_messages, messages, notifications, live calls, push fan-out.

AI Cost Optimization

• Default model: google/gemini-2.5-flash-lite.
• Medical/critical reasoning: google/gemini-2.5-flash.
• Mandatory cache short-circuit via ai_response_cache table (translations, explanations, 6 analyzers).

Mobile / PWA

• OneSignal Web SDK v16, push subscriptions table, installable PWA, iframe-safe.

White Label / Custom Domains

• Branded isolation, zero-vendor markers.
• Domain hardcoded for XPAND public URLs: https://portal.xpandagent.io.

Demo Environment

• status: 'demo' interception in AuthContext.

Soft-Delete & Recovery

• status: 'deleted' interception, animated localized recovery screen.

Confirmations & UX

• Prohibited native confirm(); mandatory AlertDialog with optimistic UI.
• Help icons use Popover (not Tooltip).

Financial Reporting

• A4 professional PDFs, monospace fonts.
• 30-day window, max(closed-won estimates, paid invoices).
• Live Stripe bypass of local DB.

Triple-Redundancy Call Processing

• Webhook + cron + background sync for call ingestion.

---

Generated catalogue. Update when adding new portals or major features.

---

PART II — DEEP REFERENCE (Every Tool, Function & Module)

This second half is the exhaustive index. Every page route, every edge function, every hook, and every notable component is enumerated with its purpose. Use this when the high-level Part I doesn't give enough context.

---

19. Edge Function Reference — All 184 Functions (Detailed)

Functions live at supabase/functions/<name>/index.ts. All deploy automatically on push. Default JWT verification is enabled unless a function-level [functions.X] block in supabase/config.toml sets verify_jwt = false (used for public endpoints, Stripe/Twilio/ElevenLabs/Resend webhooks, OG renderers, public widgets).

19.1 AI Call Analyzers (industry-tuned, cache-backed)

19.2 ElevenLabs / Voice Orchestration

19.3 Lead & Pipeline Engine

Backfills: backfill-leads, backfill-lead-phones, backfill-phones, backfill-call-appointments, backfill-followup-leads, backfill-admin-attachments, backfill-solar-case-intelligence. Used when retroactively re-running pipeline logic.

19.4 Billing — Stripe, PayPal, Multi-Entity

19.5 Documents — Contracts, Proposals, Quotes, NDA

19.6 Email Infrastructure

Domains/Health: manage-email-domain, manage-admin-email-domain, email-health-check, sync-email-stats.

Inbound: receive-inbound-email, setup-inbound-webhook, sync-admin-inbox, sync-admin-inbox-cron.

Campaigns: send-email-campaign, send-scheduled-campaigns, process-sequence-sends, email-campaign-webhooks, spam-filter (heuristic + sanitization), handle-unsubscribe.

Transactional senders (atomic, branded): send-account-setup-email, send-admin-email, send-agent-live-email, send-appointment-notification, send-approval-email, send-rejection-email, send-booking-confirmation, send-rental-booking-confirmation, send-excursion-booking-confirmation, send-excursion-checkin-email, send-event-ticket, send-client-activation-email, send-client-invitation, send-cold-call-email, send-integration-notification, send-invoice-email, send-meeting-invite, send-notification-email, send-onboarding-form-email, send-partner-application-email, send-password-reset, send-payment-confirmation, send-portal-link, send-recovery-email, send-sales-rep-welcome-email, send-solar-email, send-solar-stage-email, send-ticket-email, send-welcome-email, send-wl-invitation.

Vault email/share: vault-share, vault-share-email. Attachments: resolve-admin-attachment.

19.7 Calendar & Scheduling

19.8 OTA / GYG / Rentals Pricing

19.9 Vets-Specific

19.10 Solar / Real Estate

process-solar-intake — public solar form ingestion; update-solar-case-stage — pipeline stage updates with notification fan-out.

19.11 Entertainment

entertainment-ai-shows — AI generates show drafts; entertainment-ai-populate — populates dropdowns/metadata across the portal.

19.12 Push Notifications

send-push-notification — fans out from notifications realtime to OneSignal; get-onesignal-config — client config endpoint.

19.13 Auth, Account, KYC

activate-client-account, activate-wl-account, admin-bootstrap-user, bootstrap-test-client, create-user, delete-user, delete-client-account (deep referential cascade), submit-kyc, admin-kyc-review, twilio-kyc-webhook, admin-twilio-manage, verify-custom-domain, resend-activation-email, register-attendee, check-in-attendee.

19.14 AI Chat / Programmable API

---

20. Hooks Reference — Reusable Domain Logic

20.1 Auth, Account, Client Context

• useClientAccountId — resolves the active client_account_id for the logged-in user.
• useClientBranding / useWLBranding / useMicrositeBranding — pulls branding (logo, primary color, favicon, name).
• useWLFaviconEffect — applies WL favicon at runtime.
• useCustomDomainResolver — resolves the right tenant for the current host.
• useSubscription — current Stripe subscription state.
• useClientUsage — minute/call usage with thresholds.

20.2 Pipelines & Stages

• useClientPipelineStages — generic dynamic stages.
• useExcursionPipelineStages — excursions-specific stages.
• useWLPipelineStages — WL stages.
• useSidebarBadges / useExcursionsSidebarBadges — unread counts in sidebars.
• useInboxUnreadCount — admin inbox badge.

20.3 Calls, Live Status, Notifications

• useExcursionsRealtime — realtime channel subscription.
• useLeadAndAppointmentAlerts — toast/sound alerts.
• useNotifications / useNotificationSounds — in-app notification feed + audio.
• useReminders / useReminderNotifier / useAppointmentReminders — reminders engine.
• useOneSignal — push subscription lifecycle.
• useVetNotifications — vet-specific alert routing.

20.4 Documents — Contracts / Proposals / Quotes / Vault

• useContracts / useContractSignedUrl / useContractSigning — full signing flow.
• useProposalPdf / useQuotePdf — PDF render hooks.
• useVault — vault listing + share creation.
• useResourceFolders — vault folder tree.
• useDocumentation — docs reader.

20.5 Billing & Payments

• useInvoices — Stripe live invoice list.
• usePaymentLinks — generated links.
• useAbandonedCheckouts — recover carts.
• useExchangeRates — for EUR normalization.
• usePricing / useEssentialPricing / useEnterprisePricing / useEnterpriseAddons / useAgentTypePricing / useUsagePricing / useRentalPricing — pricing engines.

20.6 Email & Inbox

• useEmailAccounts / useAdminEmailAccounts — connected mailboxes.
• useAdminInbox / useCallCentreInbox — inbox state.
• useLiveResendStatus — Resend domain health.
• useRecipientSuggestions — contact autocomplete.

20.7 Tasks, Teams, Sales Resources

• useTasks / useTaskBoards — kanban tasks.
• useTeams / useTeamManagement / useShareableUsers — team CRUD + assignments.
• useSalesScripts / useSalesObjections / useSalesDocs — Sales Resource Hub.
• useSalesCallBooking — book sales calls.

20.8 Industry-Specific

• Vets: useVetClinicalTasks, useVetHandover, useVetTimeline, useVetDemoSimulation, useVetNotifications.
• Excursions: useExcursionsRealtime, useExcursionsSidebarBadges, useExcursionPipelineStages, useUserVesselScope, useMarkAllBookingsSeen, useMarkExcursionItemsSeen, useTranslatedExcursion.
• Rentals: useRentalPricing.
• Real Estate: usePropertyImport, usePropertyMatching.
• Call Centre: useCallCentreCases, useCallCentreLeadLists, useCallCentreInbox.

20.9 Misc Utility

• useApiKeys — manages 3-tier API keys (Admin/Client/MCP).
• useFeatureRequests — feature request board.
• useSupportTickets / useTicketingEnabled — ticketing.
• useDeveloperStats — developer portal KPIs.
• useLegalEntities — XPAND EU/UK/Americas entities.
• useAIChat — AI chat session.
• useVoiceNote — voice-note recorder/uploader.
• usePersistentState / usePersistentAudioController — UI state persistence.
• usePortalPrefix — current portal URL prefix.
• useConfirmDialog — non-native confirm replacement (AlertDialog standard).
• useMicrositePageTitle — sets <title> per microsite page.
• useOutboundRequests — outbound campaign queue state.
• useClient360 / useClient360Live — admin client 360° hooks.
• useProjectCommand — admin project command-center hook.

---

21. Component Library Reference

21.1 Layout & Navigation

• DashboardLayout, DashboardSidebar, MobileSidebar — admin shell.
• DeveloperLayout / DeveloperSidebar — developer shell.
• WhiteLabelLayout / WhiteLabelSidebar — WL shell.
• client/ClientLayout(Route), ClientSidebar, ClientMobileSidebar.
• Industry layouts: vets/VetsLayout+sidebar+mobile, realestate/RealEstateLayout(Route)+sidebar+mobile, excursions/ExcursionsLayout+sidebar+mobile + CrewLayout, rentals/RentalsLayout(Route)+sidebar+mobile, marketing/MarketingLayout+sidebar+mobile, entertainment/EntertainmentLayout(Route)+sidebar+mobile, callcentre/CallCentreLayout+sidebar+mobile, owner/OwnerLayout+sidebar+mobile.
• NavLink, ProtectedRoute, LanguageToggle, ThemeToggle, XpandMark.

21.2 Notifications & Realtime

• NotificationBell, NotificationPreferences, NotificationTester, OneSignalInitializer, MobilePushSettings.
• ReminderNotifier, ActiveCallsTicker, AnimatedBadgeCount, AnimatedNumber.
• vets/VetNotificationBell, vets/EmergencyAlertStrip.

21.3 Calendar

• CalendarGrid, CalendarHeader, DayView/WeekView/MonthView and Modern variants, SleekTimePicker, AppointmentDialog/AppointmentDetailDialog, CalendarSyncSettings, GoogleCalendarConnect.

21.4 Calls & Audio

• AudioPlayerWithWaveform, SyncedTranscript, MobileCallCard, MobileOutboundCard.

21.5 KYC

• kyc/StepWelcome, StepBusiness, StepRepresentative, StepAddress, StepDocuments, StepReview, StepIndicator, KycField, DocumentUpload, CameraCapture, ContinueOnPhone, RejectedBanner, WhyRequiredDisclosure.

21.6 Contracts

• ContractCard, ContractFieldEditor (drag/drop signature fields), ContractStatusBadge, ContractAuditLog, ContractTemplateCard, CreateContractDialog, AssignClientDialog, SignaturePad, NdaDetailDialog.

21.7 Proposals & Quotes

• proposals/ProposalEditor, ProposalRenderer. quotes/QuoteEditor, QuoteRenderer.

21.8 Vault & Documents

• vault/VaultPdfViewer, VaultVideoPlayer (video.js theme), VaultFolderTree, VaultThumb, PdfThumbnail, VideoThumbnail, VaultPreviewDialog, VaultMoveDialog, VaultShareDialog, VaultUploadTray, VaultShortcutsDialog, VaultIcons.
• documents/DocumentPreviewDialog, FolderTree, FolderCreateDialog.
• docs/DocumentationReader, ResourcesLibrary.

21.9 Tasks

• tasks/TaskBoard + TaskColumn + TaskCard, TaskDetailDialog, TaskCreateDialog, TaskListView, TaskMobileBoard, TaskFilters, TaskBoardCreateDialog, TaskBoardSettingsDialog, TaskBoardSidebar, TaskBoardMobileSelector, AssigneesMultiSelect, SimpleRichTextEditor.

21.10 Support & AI Chat

• support/AIChatWidget, MinimalAIChatWidget, EnhancedAIChatWidget, AIChatHistoryDialog, AIChatSummary, AIChatContextBanner.
• TicketMessageThread, MessageAttachments, SendEmailDialog, WhatsAppButton.
• FeatureRequestForm, FeatureRequestList, HelpCentreActionCard, HelpCentreQuickLinks.
• SalesCallBookingForm, CheckoutSalesContactDialog.

21.11 Billing

• billing/SubscriptionCard, SubscriptionDetailDialog, CancellationDialog, InvoiceList, UsageMeter, PaymentLinkGenerator, BillingCountrySelector.

21.12 Pricing

• pricing/EssentialPricingCard, EnterprisePricingCard, EnterpriseCalculator, AgentTypePricingCard, AddonsManager, AddonInfoButton, AddonInfoDialog, CurrencyPricingTabs, ExchangeRateDisplay.

21.13 Inbox

• inbox/PortalInbox, AttachmentPreviewDialog, inbox/client/*.

21.14 Outbound & Leads

• outbound/OutboundUploadDialog. leads/FormSubmissionNote.

21.15 Team & Settings

• team/TeamMemberCard, TeamMemberDetailDialog, AddTeamMembersDialog, AddSalesRepDialog. settings/ApiKeysTab.

21.16 Sales Resource

• sales-resource/DocCard, DocUploader, SalesDocThumb, ScriptEditor, ScriptReader, ObjectionCard, ObjectionEditor.

21.17 Vets-Specific Components

• EmergencyAlertStrip, AfterHoursIndicator, RepeatCallerBadge, OwnerEmotionalState, MissedCallQueue, ExpectationLogger, EscalationDialog, EscalationPanel, FailSafeIndicator, InternalCaseChat, CaseTimeline, ClinicalTaskCard, AddClinicalTaskDialog, AddAnimalDialog, AddOwnerDialog, AdviceLog, AIDocumentationButton, VetsAnalytics, VetsPortalGuide, VetPipelineStagesSettings.

21.18 Real Estate Components

• LeadCard, LeadTableView, LeadActivityManager, LeadRankingWidget, AIPriorityQueue, AIFollowUpSuggestion, RecentCallsWidget, DealStallInsightsWidget, SecondBrainWidget, SensitiveCaseAlert, RealEstateAnalytics, PropertyImportDialog, REPageHeader.

21.19 Excursions Components

• ExcursionsBookingDetail, ExcursionsCalendarView, ExcursionsCustomerDetail, ExcursionsDeepAnalytics, ExcursionPipelineSettings, ExcursionsBrandingSettings, ExcursionsPaymentSettings, ExcursionImageGallery, ExcursionIntegrations, ExcursionBookingSidebar, BookingsExportMenu, CheckInQRDialog, QRScannerDialog, OTASyncStatus, GYGApiTesting, AddVesselDialog, VesselDetailSheet, PaymentConfirmationDialog, catalog-editor/*, checkout/*.

21.20 Rentals Components

• RentalsAIInsights, RentalsDeepAnalytics, RentalsRevenueAnalytics, RentalsOperationalStatus, RentalsLiveCallStatus, RentalsBrandingSettings.

21.21 Entertainment Components

• EntertainmentDatePicker, EntertainmentDateTimePicker, EntertainmentTimePicker (custom bilingual pickers), AIPopulateDialog.

21.22 Call Centre Components

• CallCentreLiveCallStatus, CallCentreCaseCard, CallCentreCasesExportMenu, CallCentreContactField, CallCentrePriorityStrip, CallCentrePipelineStagesSettings, CallCentrePortalGuide, OpenerDashboard, CloserDashboard, PaymentConnectionHero, PaymentLinkSettings, StripeSetupWizard, PayPalSetupWizard, CustomDomainSettings, InboxAccessManager, AddCallCentreLeadDialog, claims/*, inbox/*.

21.23 Admin Components

• AdminInboxAccessManager, AdminInboxSettings, AdminPersonalAccountsManager, AdminSharedAccountsManager, EditDisplayNameDialog, AbandonedCartDetailDialog, CommissionDetailDialog, PayoutDetailDialog, PaymentLinksApiTestReport, clients/*, wl-detail/*.

21.24 Call Center (Cross-Industry Command)

• call-center/CallCenterApiPanel, CallCenterMemoryPanel, AgentsPanel, ClientsPanel, ActivityLogPanel, CreateClientWizard, ElevenLabsAccountsManager, AgentMemorySetupGuide.

21.25 Finance & Reporting

• finance/CashFlowTab, BudgetsTab, ExpensesTab, InvestmentsTab, ReportsTab, FinanceErrorBoundary, pdf/* (A4 PDF renderers, monospace fonts).

21.26 Onboarding

• onboarding/CallTypesSelector, LanguageSelector, SystemsSelector, OnboardingIntegrations, plus OnboardingTypes.ts / SimplifiedOnboardingTypes.ts schemas.

21.27 Owner Portal Components

• owner/OwnerLayout, OwnerSidebar, OwnerMobileSidebar.

21.28 White Label & Microsite

• wl/BankingSetupWizard, PipelineStagesSettings, StripeSetupRequired. wl-site/* for the public microsite.

21.29 Shared / Client UX

• shared/ActivitySection, VoiceNoteButton, VoiceNotePanel.
• client/CalendarBookingSettings, CallAnalytics, CallbackDialog, DeliveryTracker, EmailLeadDialog, HelpDesk, IntegrationConfigModal, Integrations, KycTrackerCard, LeadPriorityDropdown, LeadStatusDropdown, QuickAppointmentDialog, UpcomingBookingsDialog.
• MetricCard, PerformanceChart, ProjectPipelineWidget, QuickLinks, RecentActivity, ProfilePictureUpload, SystemStatusControl, ClientDisabled, AccountDeleted, PendingApproval.

21.30 Checkout

• checkout/CheckoutLanguageSwitcher, PhoneInputWithCountry.

21.31 Project & Delivery

• projects/TwilioKycPanel, projects/command/*, projects/delivery/*.

---

22. Major Feature Deep-Dives

22.1 Triple-Redundancy Call Processing

1. Layer 1 — Webhook (elevenlabs-post-call-webhook): authoritative path, near real-time.
2. Layer 2 — Cron (sync-agent-calls): every minute, pulls last N hours of calls and replays missing ones.
3. Layer 3 — Background sync: on portal load, hooks like useExcursionsRealtime reconcile against DB.

Failsafe: every call ends up in agent_calls with analysis_status flag; analyzers idempotent via ai_response_cache keyed on transcript hash.

22.2 Lead Pipeline & Priority Resolution

• Leads created by auto-create-leads (calls/forms/email/import).
• recalculate-lead-priorities runs warm/cold logic — AI-detected interest overrides negative dispositions.
• Stage resolution dynamic: stage_order fallback rather than hardcoding 'new_inquiry' (per Lead Pipeline Stage Resolution Standard).
• Post-checkout fulfillment dedupes by email and forces closed_won, redirecting to onboarding form.
• UI sanitization blocks fragment IDs; business name shown bold-priority; AI markers cleaned.

22.3 Contracts End-to-End

1. Admin/WL/CC creates contract from template (CreateContractDialog).
2. Field editor maps signers + signature/date/text fields (ContractFieldEditor, drag/drop on PDF).
3. send-contract-email issues per-signer signed URL (get-contract-signed-url).
4. Signer opens SignContract page → get-signing-session → SignaturePad → process-signature stamps PDF.
5. regenerate-signed-contract rebuilds final PDF on field/template changes.
6. notify-contract-event fans out lifecycle notifications. decline-document for refusals. ContractAuditLog kept for compliance.

22.4 Proposals & Quotes (Hosted, Branded)

• AI generation via generate-proposal / generate-quote (block JSON).
• Editor: ProposalEditor / QuoteEditor (interactive blocks, legal entity + currency).
• Public hosted page: PublicProposal / PublicQuote / PublicEntertainmentProposal with dynamic OG (proposal-og, quote-og).
• PDF: generate-proposal-pdf / generate-quote-pdf (A4, branded).
• Tracking: track-proposal (views, UTM); analytics in admin/ProposalAnalytics.

22.5 Vault

• AdminVault + industry-portal vault tabs share useVault.
• Folder tree (VaultFolderTree), thumbnails (VaultThumb, PdfThumbnail, VideoThumbnail).
• Preview: VaultPreviewDialog with PDF (VaultPdfViewer) and video (VaultVideoPlayer + custom video.js theme).
• Move (VaultMoveDialog), upload tray (VaultUploadTray), keyboard shortcuts (VaultShortcutsDialog).
• Share via email (vault-share-email) or token-gated public link (PublicVaultShare + vault-share).

22.6 Support / Ticketing System

• Realtime chat tickets (TicketMessageThread, Supabase Realtime).
• AI chat widget with escalation: AIChatWidget / EnhancedAIChatWidget / MinimalAIChatWidget.
• AI summary + history: AIChatSummary, AIChatHistoryDialog. Context banner clarifies that AI knows the user's portal context.
• Escalation creates a ticket via ai-support-chat; admin/dev sees thread with full AI context attached.
• Feature requests: FeatureRequestForm + FeatureRequestList.
• Sales contact / call booking: SalesCallBookingForm, CheckoutSalesContactDialog, handle-sales-contact-request.
• WhatsApp escape hatch: WhatsAppButton.

22.7 Email Campaigns & Sequences

• Drip sequences with pipeline-stage triggers (per Email Marketing Platform memory).
• Sender chain: send-email-campaign (single push) → send-scheduled-campaigns (cron) → process-sequence-sends (sequence step).
• email-campaign-webhooks ingest Resend events; sync-email-stats rolls up.
• spam-filter heuristic + Email Marketing Sanitization Protocol (strip base64, styles, titles for Gmail).
• Fallback domain rotation; unsubscribe via handle-unsubscribe.
• Template builder: EmailTemplates page; HTML import protected via email_format: 'html'.

22.8 Inbox (Unified)

• AdminInbox, CallCentreInbox, EntertainmentInbox, MarketingInbox all share inbox/PortalInbox core.
• Inbound: receive-inbound-email + setup-inbound-webhook.
• Cron: sync-admin-inbox + sync-admin-inbox-cron keep mailboxes fresh.
• Access control: AdminInboxAccessManager, InboxAccessManager (Call Centre).
• Personal vs shared mailboxes: AdminPersonalAccountsManager, AdminSharedAccountsManager.

22.9 Reminders & Tasks

• Reminders (AdminReminders) drive useReminderNotifier toasts and push.
• Appointment reminders (useAppointmentReminders) auto-fire before bookings.
• Tasks: useTasks + useTaskBoards power admin/dev/client task boards (TaskBoard, TaskListView, TaskMobileBoard).
• Vets clinical tasks separate (useVetClinicalTasks + ClinicalTaskCard).

22.10 Calendar (Two-Way iCal Sync)

• Background polling every 60s (sync-calendar-feeds); PT1M TTL; sanitization removes spam fields.
• Outbound: export-calendar-ical, export-rental-ical.
• Google: google-calendar-sync + generate-meet-link.
• UI: ModernDay/Week/MonthView, AppointmentDialog, SleekTimePicker. Excursions has its own ExcursionsCalendarView. Entertainment custom pickers for bilingual scheduling.

22.11 OTA / Rentals Operations

• Two-way iCal with Airbnb/Booking/VRBO via sync-ota-bookings + ota-ical-feed + sync-rental-calendars.
• Dynamic pricing engine (rental-dynamic-pricing) — demand × seasonality × lead-time.
• Guest portal (rental-guest-portal), messaging (rental-guest-messages), reviews (rental-review-analyzer).
• Cleaning + maintenance + cleaners scheduling.
• Owner portal (separate, see §14) + monthly statement (rental-owner-statement).

22.12 Excursions Operations

• Vessel-aware pricing & manifests (per-client grounding — never hardcode vessel names).
• Real-time availability + overlap checks (excursion-manifest-availability).
• QR check-in (CheckInQRDialog, QRScannerDialog, send-excursion-checkin-email).
• Crew portal at /excursions/crew (CrewLayout, CrewManifestView).
• GYG supplier (gyg-supplier-api, gyg-webhook, GYGApiTesting UI).
• Daily till (ExcursionsDailyTill) for cash reconciliation.
• Public booking widget embeddable.

22.13 Vets Clinical Suite

• Triage & emergency: EmergencyAlertStrip, AfterHoursIndicator, EscalationPanel/Dialog, MissedCallQueue.
• Caller intelligence: RepeatCallerBadge, OwnerEmotionalState.
• Case timeline (CaseTimeline + useVetTimeline).
• Clinical tasks (ClinicalTaskCard + useVetClinicalTasks).
• Internal case chat (InternalCaseChat).
• AI documentation triple output (AIDocumentationButton → vet-ai-docs).
• End-of-shift handover (vet-generate-handover + useVetHandover).
• Demo simulator (useVetDemoSimulation + seed functions).
• Failsafe indicator surfaces redundancy state.

22.14 Real Estate Specialization

• Lead matching engine (REMatching, usePropertyMatching).
• AI priority queue + follow-up suggestions (AIPriorityQueue, AIFollowUpSuggestion).
• Deal stall insights, second brain, sensitive case alerts.
• Property import (usePropertyImport + PropertyImportDialog).
• Distribution (round-robin), commissions, transactions, forecasting, predictions, market insights.

22.15 Entertainment Specialization

• 4 primary areas: Shows, Leads, Outreach, Finance.
• Shows / Show Detail / Create Show with full-width inline animated panels (not modal dialogs).
• Talent roster (26+ bilingual EN/ES categories), Venues, Settlements.
• Public Event Page + dynamic OG. Public proposal with automated styling.
• AI tools (entertainment-ai-shows, entertainment-ai-populate).
• Custom bilingual date/time pickers.
• Unified CRM (shared contact + company toggle, detailed caller memory).

22.16 Call Centre Specialization

• Lead-list driven outbound + inbound; cases & claims.
• Talk Ratio dashboard metric.
• Unified Stripe + PayPal billing.
• Setup wizards: StripeSetupWizard, PayPalSetupWizard, CustomDomainSettings.
• Opener / Closer dashboards.

22.17 White Label Partner Ecosystem

• Custom domains via verify-custom-domain + useCustomDomainResolver.
• Branding isolation (no XPAND markers); useWLBranding + useWLFaviconEffect.
• Banking setup wizard (BankingSetupWizard); Stripe Connect (wl-verify-stripe).
• Payouts (process-payout, WhiteLabelPayouts).
• Microsite (wl-site/*) for public marketing.
• Commissions (single source vs Finance-Commissions parity).

22.18 Pricing & Subscriptions

• Three pricing axes: Essential plan, Enterprise tier, per-agent type.
• Addons (AddonsManager) with AI explanation (explain-addon).
• Currency tabs (EUR/GBP/USD) auto-route to legal entity.
• Live Stripe billing (fetch-stripe-*, bypasses local DB).
• Outstanding revenue requires non-null email_sent_at (per Outstanding Revenue Logic).

22.19 KYC & Onboarding

• Multi-step wizard: Welcome → Business → Representative → Address → Documents → Review.
• Continue-on-phone (ContinueOnPhone) for camera capture flow.
• Twilio KYC integration (twilio-kyc-webhook, admin-twilio-manage, TwilioKycPanel).
• Admin review (AdminKycReview + admin-kyc-review).
• Onboarding setup wizard layout: persistent header, deep padding, Framer Motion (per Setup Wizard Layout Constraint).
• Developer email bypass: @xpandagent.io skips delivery tracker.

22.20 Notifications, Push & PWA

• In-app notifications table with Realtime subscription.
• Push fan-out: send-push-notification → OneSignal Web SDK v16.
• push_subscriptions table; PWA installable; iframe-safe.
• MobilePushSettings, NotificationPreferences, NotificationTester.
• Notification translation (notificationTranslation.ts) localizes payloads.

22.21 Programmable Client Integration API

• xpand-api exposes lead pipeline, contracts, calls.
• Three-tier API keys (Admin / Client / MCP), SHA-256 hashed with prefixes.
• MCP 2-layer auth (token hash + X-Xpand-Api-Key).
• API Keys management UI: AdminApiKeys + settings/ApiKeysTab + useApiKeys.

22.22 Finance Hub & Executive Reporting

• Executive EUR normalization via useExchangeRates + sync-exchange-rates.
• Setup Fees vs MRR split. Real-time P&L charts.
• A4 professional PDF reports, monospace fonts (finance/pdf/*).
• Cash flow / Budgets / Expenses / Investments / Reports tabs.
• Dashboard revenue rule: 30-day window, max(closed-won estimates, paid invoices).

22.23 Sales Resource Hub

• Three artifact types: Scripts, Objections, Docs.
• Script editor + reader, objection editor + cards, doc uploader + thumbnails.
• Surfaced inside admin and (sanitized) WL portal.

22.24 Mobile / PWA / Offline

• Manifest at public/manifest.json; OneSignal SW at public/OneSignalSDKWorker.js.
• useIsMobile, mobile sidebars per portal, dedicated mobile cards (MobileCallCard, MobileOutboundCard).
• Voice notes via useVoiceNote + VoiceNoteButton/VoiceNotePanel.

22.25 Industry Routing

• Index.tsx redirects based on userRole + clientIndustry:
  • vets → /vets/dashboard
  • real_estate → /realestate/dashboard
  • excursions → /excursions/dashboard
  • rentals → /rentals/dashboard
  • marketing → /marketing/dashboard
  • entertainment → /entertainment/dashboard
  • call_centre → /callcentre/dashboard
  • generic → /client/dashboard
• client_crew → /excursions/crew. white_label → /wl/dashboard. developer → /dev/dashboard. call_center/command_center_dev → /call-center. sales_* → /xpand-bot.

22.26 Demo & Soft-Delete UX

• Demo accounts: status: 'demo' interception in AuthContext; vets demo seeders.
• Soft-deleted: status: 'deleted' interception → animated localized recovery screen (AccountDeleted + send-recovery-email).
• Pending approval: PendingApproval interstitial.
• Disabled: ClientDisabled interstitial.

22.27 Deletion / Confirmation Standard

• Native confirm() prohibited platform-wide.
• Mandatory AlertDialog (useConfirmDialog) with optimistic UI updates.
• Agent deletion follows deep referential cascade protocol to safely purge agent + related records.

22.28 Translation & Localization

• react-i18next with EN/ES baseline. No hardcoded strings, no notranslate tags.
• On-demand AI translation (translate-content, translate-scope) cached in ai_response_cache.
• Localized fallback strings + SVG placeholders (UI Resilience Standard).

22.29 Security Memory & Posture

• Strict RBAC, fail-closed, Zod everywhere, masked PII, token auth.
• Internal Automation Authentication Policy: service role header for app calls; pg_cron uses anon key — code differentiates source.
• API Polling Resilience: client-side getSession for high-frequency polling, empty payload fallback.
• Radix UI Select non-empty values: use "__all__" placeholder, never empty strings.
• Edge Function Cold Start: refactor sub-modules to bypass 10s BOOT_ERROR.

22.30 Stripe Subscription Cancellation Standard

• Trial subs → instant cancel.
• Paid subs → cancel at period end.
• Implemented uniformly across cancel-subscription + admin-cancel-subscription.

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23. Database & Realtime — Key Tables

(Inferred from edge functions + hooks; see live schema for canonical truth.)

Realtime channels in active use: notifications, messages, ai_chat_messages, live calls, push fan-out, excursions feed.

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24. Integrations Catalog

Logos under public/images/integrations/. Visible in onboarding/integrations modules:

Acuity, Airtable, Asana, BigCommerce, Cal.com, Calendly, ClickUp, Close, Crisp, Discord, Freshdesk, GraphQL, Help Scout, HubSpot, Intercom, Mailchimp, Make, Monday, n8n, Notion, Outlook, PayPal, Pipedrive, Salesforce, Shopify, Slack, Square, Stripe, Teams, Tray.io, Twilio, Vonage, WhatsApp, WooCommerce, WordPress, Workato, Zapier, Zendesk, Zoho.

Catalog generator: scripts/generate-integration-catalog.cjs.

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25. Public Endpoints & Embeddable Widgets

All public URLs hardcoded to https://portal.xpandagent.io per Production Domain Hardcoding standard. WL pages resolve via custom domain.

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26. Conventions Summary (for the CLI)

When the CLI scaffolds a new portal/feature it must:

1. Roles — extend user_roles enum + has_role(); never store roles on profiles.
2. Routing — add to Index.tsx redirect map using clientIndustry.
3. Layout — create <Industry>Layout + Sidebar + MobileSidebar.
4. Pipeline — read stages dynamically from client_pipeline_stages (no hardcoded 'new_inquiry').
5. Calls — add analyze-<industry>-call-transcript analyzer with ai_response_cache short-circuit.
6. i18n — every string via react-i18next; ship EN + ES.
7. Design — semantic tokens only; pure black bg, primary #9164E5, Inter font-light, pill buttons, glassmorphism.
8. Confirmations — never confirm(), always AlertDialog.
9. Notifications — push fan-out via send-push-notification + in-app notifications realtime.
10. Billing — route to legal entity by currency (EU EUR / UK GBP / Americas USD).
11. Public URLs — hardcode https://portal.xpandagent.io (or WL-resolved domain).
12. Demo / soft-delete — respect status interception in AuthContext.
13. API keys — use 3-tier hashed system; never store plaintext.
14. AI cost — default gemini-2.5-flash-lite; escalate to gemini-2.5-flash only for medical/critical reasoning.
15. Edge functions — keep sub-modular to dodge 10s cold-start BOOT_ERROR.

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End of Part II. Combined with Part I, this catalogue covers every portal, page, hook, component, edge function, and architectural rule currently shipping in the XPAND platform.