# EloSync Mobile (tenant app)

Official tenant workspace mobile client (EloSync-Mobile repo). Tenant API only � no Central admin surface.

Stack

Piece	Choice
Framework	Expo SDK 57 + React Native
Navigation	Expo Router
Dev workflow	EAS development builds (expo-dev-client) � not App Store Expo Go
API	Axios → /api/tenant/v1
Auth	Laravel Sanctum Bearer tokens
Token storage	expo-secure-store

App Store Expo Go remains on SDK 54; this project targets SDK 57. Use a development build or EAS production/preview binaries for devices.

Configuration

EXPO_PUBLIC_API_URL=https://api.example.com

Tenant API base: ${EXPO_PUBLIC_API_URL}/api/tenant/v1

Native apps do not use browser CORS. Pin API TLS and rate limits on the backend as for any API client.

Physical devices cannot use http://elosync-backend.test unless that host resolves on the phone � use a LAN IP or production API URL in .env / eas.json profiles.

Development builds (EAS)

Identifiers: iOS com.diligentcreators.elosync, Android com.diligentcreators.elosync, scheme elosync.

npm ci
eas login
eas init
npm run build:dev:android          # internal APK
npm run build:dev:ios              # internal IPA (Apple Developer)
npm run build:dev:ios:simulator    # iOS Simulator only

After installing the dev client on a device:

npm run start:dev-client

Open the EloSync dev build and scan the Metro QR code.

Rebuild when changing native modules, app.json plugins, or EAS native settings.

Push notifications (FCM)

Mobile OS push reuses the tenant /fcm-device-tokens API and FcmChannel (same as web). The app uses expo-notifications + getDevicePushTokenAsync() and registers platform: android|ios.

Required after this feature lands: a new EAS development/preview/production build (native plugin change). Metro alone is not enough.

Firebase ops (before production smoke):

1. Add Android + iOS apps to the same Firebase project used for web FCM.
2. Upload the APNs auth key to Firebase Cloud Messaging (iOS).
3. Provide google-services.json / GoogleService-Info.plist to EAS (do not commit secrets).
4. Smoke: Profile enable → fcm_device_tokens row → kill app → assign → OS toast → tap opens record.

Until Firebase native apps are configured, Profile shows that push is unsupported / soft-fails enable without breaking login. API FCM_* credentials already power delivery once tokens exist.

EAS profiles

Profile	Purpose
development	Dev client, internal, physical devices
development-simulator	Dev client for iOS Simulator
preview	Internal release-like build
production	Store binaries (npm run build:production)

Store submission: eas submit after a production build.

Authentication

Mirrors the tenant web login (EloSync-Frontend login-page.tsx + auth-store.ts):

1. POST /auth/login with email, password, optional remember, optional workspace slug/domain, optional latitude/longitude (attendance check-in side-effect on the API).
2. Response: token, user (roles, permissions), modules, workspace.
3. GET /me on cold start and after login to refresh session payload.
4. POST /me/logout + clear SecureStore on sign out.
5. When email_verified_at is null, gate the app until verification (resend via POST /me/email/verification-notification).

Workspace resolution (InitializeTenancy on the backend):

• Login can resolve tenant from email alone (tenant user emails are globally unique).
• Optional workspace body or X-Tenant-Domain header disambiguates branding (GET /public/settings) and forgot-password flows.
• After login, tenant context is carried by the Bearer token.

Forgot password on mobile always includes workspace + email (the app is never host-bound like a workspace subdomain).

Authorization gates

Reuse the web SPA model:

• Modules: user.modules from login//me � hide nav when module slug not entitled.
• Permissions: Spatie permission strings on user.permissions; superadmin role bypasses checks.

Module development

New mobile module screens should mirror the Leads web module (list / create / view / edit) and gate by module + permission. Shared API contracts live in EloSync-Docs/docs/api/.

Store release

One multi-tenant binary (Play Store + App Store) via EAS production profile. Workspace users sign in with email � not per-customer white-label builds unless product adds that later.

Mobile module rollout

Extend config/modules.ts and add app/(app)/(tabs)/{slug}/ stack screens per module PR. Each PR should include:

• API service + types
• List / create / view / edit (or justified subset)
• Nav registration in config/modules.ts with category + icon + tab visibility gates (More groups by category)
• User guide slice + changelog line

Shell UX: Dashboard Quick Actions (permission-gated create shortcuts); Tasks list filters (status, my_tasks, overdue); More screen categories (Work, Sales, Billing, Purchasing, Inventory, Finance, HR, Tools).

Current shipped mobile modules: leads, tasks, contacts, companies, opportunities, activities, todos, quotations, calendar, meetings, projects, notifications (shell), profile.

Leads (module:leads)

Piece	Location
API client	lib/api/leads.ts � GET/POST /leads, GET/PUT/DELETE /leads/{id}, GET /lead-stages
Types	types/leads.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/leads/ � index (list + search), new, [id]/index (view), [id]/edit
Nav	config/modules.ts � permission: leads.view, tab /(app)/(tabs)/leads
Permissions	leads.view, leads.create, leads.update, leads.delete

Tenant API reference: Tenant API � Leads.

Tasks (module:tasks)

Mirrors the Leads mobile pattern (list / create / view / edit stack, React Query, permission gates).

Piece	Location
API client	lib/api/tasks.ts � GET/POST /tasks, GET/PUT/DELETE /tasks/{id}, POST /tasks/{id}/complete, POST /tasks/{id}/reopen
Types	types/tasks.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/tasks/ � index (list + search), new, [id]/index (view + complete/reopen), [id]/edit
Nav	config/modules.ts � permission: tasks.view, tab /(app)/(tabs)/tasks
Permissions	tasks.view, tasks.create, tasks.update, tasks.delete, tasks.complete

Tenant API reference: Tenant API � Tasks.

Contacts (module:contacts)

Mirrors the Leads mobile pattern (list / create / view / edit stack, React Query, permission gates).

Piece	Location
API client	lib/api/contacts.ts � GET/POST /contacts, GET/PUT/DELETE /contacts/{id}
Types	types/contacts.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/contacts/ � index (list + search), new, [id]/index (view), [id]/edit
Nav	config/modules.ts � permission: contacts.view, tab /(app)/(tabs)/contacts
Permissions	contacts.view, contacts.create, contacts.update, contacts.delete

Tenant API reference: Tenant API � Contacts.

Companies (module:companies)

Mirrors the Contacts mobile pattern (list / create / view / edit stack, React Query, permission gates).

Piece	Location
API client	lib/api/companies.ts � GET/POST /companies, GET/PUT/DELETE /companies/{id}
Types	types/companies.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/companies/ � index (list + search), new, [id]/index (view), [id]/edit
Nav	config/modules.ts � permission: companies.view, tab /(app)/(tabs)/companies
Permissions	companies.view, companies.create, companies.update, companies.delete

Tenant API reference: Tenant API � Companies.

Opportunities (module:opportunities)

Mirrors the Leads mobile pattern with pipeline stage picker (GET /opportunity-stages).

Piece	Location
API client	lib/api/opportunities.ts � GET/POST /opportunities, GET/PUT/DELETE /opportunities/{id}, GET /opportunity-stages
Types	types/opportunities.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/opportunities/ � index (list + search), new, [id]/index (view), [id]/edit
Nav	config/modules.ts � permission: opportunities.view, tab /(app)/(tabs)/opportunities (label Pipeline)
Permissions	opportunities.view, opportunities.create, opportunities.update, opportunities.delete

Tenant API reference: Tenant API � Opportunities.

Activities (module:activities)

CRM engagement log (call, email, note, follow-up) with required link to at least one contact, company, or lead.

Piece	Location
API client	lib/api/activities.ts � GET/POST /activities, GET/PUT/DELETE /activities/{id}, POST /activities/{id}/complete
Types	types/activities.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/activities/ � index (list + search), new, [id]/index (view + complete), [id]/edit
Shared UI	components/forms/RelatedEntityPickers.tsx � contact/company/lead chips when entitled
Nav	config/modules.ts � permission: activities.view, tab /(app)/(tabs)/activities (label Log)
Permissions	activities.view, activities.create, activities.update, activities.delete, activities.complete

Tenant API reference: Tenant API � Activities.

ToDos (module:todos)

Personal creator-scoped checklists (list CRUD on mobile; board view remains web-only).

Piece	Location
API client	lib/api/todos.ts � GET/POST /todos, GET/PUT/DELETE /todos/{id}
Types	types/todos.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/todos/ � index (list + search), new, [id]/index (view + mark complete), [id]/edit
Nav	config/modules.ts � permission: todos.view, tab /(app)/(tabs)/todos (label ToDos)
Permissions	todos.view, todos.create, todos.update, todos.delete

Tenant API reference: Tenant API � ToDos.

Quotations (module:quotations)

Sales quotes linked to pipeline opportunities (draft edit, send/accept on mobile; convert/email/PDF remain web).

Piece	Location
API client	lib/api/quotations.ts � GET/POST /quotations, GET/PUT/DELETE /quotations/{id}, POST /quotations/{id}/send, POST /quotations/{id}/accept
Types	types/quotations.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/quotations/ � index (list + search), new, [id]/index (view + send/accept), [id]/edit (draft only)
Nav	config/modules.ts � permission: quotations.view, tab /(app)/(tabs)/quotations (label Quotes)
Permissions	quotations.view, quotations.create, quotations.update, quotations.delete, quotations.send, quotations.accept

Tenant API reference: Tenant API � Quotations.

Calendar (module:calendar)

Agenda-style mobile surface for scheduled events (week/day grids remain web-only).

Piece	Location
API client	lib/api/calendar.ts � GET /calendar/upcoming, GET/POST /calendar/events, GET/PUT/DELETE /calendar/events/{id}, POST /calendar/events/{id}/cancel
Types	types/calendar.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/calendar/ � index (60-day range + search), new, [id]/index (view + cancel), [id]/edit (manual scheduled only)
Nav	config/modules.ts � permission: calendar.view, tab /(app)/(tabs)/calendar (label Calendar)
Permissions	calendar.view, calendar.create, calendar.update, calendar.delete, calendar.view_all

Tenant API reference: Tenant API � Calendar.

Meetings (module:meetings)

Meeting scheduling with manual join links on mobile (Zoom/Google OAuth and integrations remain web).

Piece	Location
API client	lib/api/meetings.ts � GET/POST /meetings, GET/PUT/DELETE /meetings/{id}, POST /meetings/{id}/cancel, POST /meetings/{id}/complete
Types	types/meetings.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/meetings/ � index (60-day range + search), new, [id]/index (view + join link + complete/cancel), [id]/edit (scheduled only)
Nav	config/modules.ts � permission: meetings.view, tab /(app)/(tabs)/meetings (label Meetings)
Permissions	meetings.view, meetings.create, meetings.update, meetings.delete, meetings.view_all

Tenant API reference: Tenant API � Meetings.

Projects (module:projects)

Delivery tracking with status workflow (board view remains web-only).

Piece	Location
API client	lib/api/projects.ts � GET/POST /projects, GET/PUT/DELETE /projects/{id}, POST /projects/{id}/status
Types	types/projects.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/projects/ � index (list + search), new, [id]/index (view + status actions), [id]/edit
Shared UI	components/forms/ProjectLinkPickers.tsx � optional contact/company/opportunity links
Nav	config/modules.ts � permission: projects.view, tab /(app)/(tabs)/projects (label Projects)
Permissions	projects.view, projects.create, projects.update, projects.delete, projects.assign

Tenant API reference: Tenant API � Projects.

Contracts (module:contracts)

Opportunity-linked agreements with draft-only edit and status workflow (convert-to-invoice remains web-only on mobile v1).

Piece	Location
API client	lib/api/contracts.ts � GET/POST /contracts, GET/PUT/DELETE /contracts/{id}, POST /contracts/{id}/status
Types	types/contracts.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/contracts/ � index (list + search), new, [id]/index (view + status actions), [id]/edit (draft only)
Shared UI	components/forms/ContractLinkPickers.tsx � required opportunity + optional quotation filtered by opportunity
Nav	config/modules.ts � permission: contracts.view, tab /(app)/(tabs)/contracts (label Contracts)
Permissions	contracts.view, contracts.create, contracts.update, contracts.delete, contracts.assign, contracts.convert

Tenant API reference: Tenant API � Contracts.

Invoices (module:invoices)

Customer billing documents with draft-only edit, send, and void (recurring series, email, and PDF remain web-only on mobile v1).

Piece	Location
API client	lib/api/invoices.ts — GET/POST /invoices, GET/PUT/DELETE /invoices/{id}, POST /invoices/{id}/send, POST /invoices/{id}/void
Types	types/invoices.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/invoices/ — index (list + search), new, [id]/index (view + send/void), [id]/edit (draft only)
Shared UI	components/forms/InvoiceLinkPickers.tsx — optional contact, company, and quotation links
Nav	config/modules.ts — permission: invoices.view, tab /(app)/(tabs)/invoices (label Invoices)
Permissions	invoices.view, invoices.create, invoices.update, invoices.delete, invoices.assign, invoices.send, invoices.void

Tenant API reference: Tenant API — Invoices.

Payments (module:payments)

Customer payment recording with draft-only edit, post, and void (email receipt, PDF, deposit account, and withholding remain web-only on mobile v1). Requires Invoices module entitlement.

Piece	Location
API client	lib/api/payments.ts — GET/POST /payments, GET/PUT/DELETE /payments/{id}, POST /payments/{id}/post, POST /payments/{id}/void
Types	types/payments.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/payments/ — index (list + search), new, [id]/index (view + post/void), [id]/edit (draft only)
Shared UI	components/forms/PaymentLinkPickers.tsx — optional contact and company links; unpaid invoice picker on create/edit when Invoices is entitled
Nav	config/modules.ts — permission: payments.view, tab /(app)/(tabs)/payments (label Payments)
Permissions	payments.view, payments.create, payments.update, payments.delete, payments.post, payments.void

Tenant API reference: Tenant API — Payments.

Credit Notes (module:credit-notes)

Issue credits against customer invoices with draft-only edit, issue, apply, refund (applied only), and void (email and PDF remain web-only on mobile v1). Requires Invoices module entitlement.

Piece	Location
API client	lib/api/credit-notes.ts — GET/POST /credit-notes, GET/PUT/DELETE /credit-notes/{id}, POST /credit-notes/{id}/issue, POST /credit-notes/{id}/apply, POST /credit-notes/{id}/refund, POST /credit-notes/{id}/void
Types	types/credit-notes.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/credit-notes/ — index (list + search), new, [id]/index (view + issue/apply/refund/void), [id]/edit (draft only)
Shared UI	unpaid-invoice picker on create; PaymentLinkPickers for optional contact/company overrides
Nav	config/modules.ts — permission: credit-notes.view, tab /(app)/(tabs)/credit-notes (label Credits)
Permissions	credit-notes.view, credit-notes.create, credit-notes.update, credit-notes.delete, credit-notes.issue, credit-notes.apply, credit-notes.refund, credit-notes.void

Tenant API reference: Tenant API — Credit Notes.

Estimates (module:estimates)

Pre-sale cost estimates with draft-only edit, send, accept, reject, and convert to invoice (email and PDF remain web-only on mobile v1). Requires Invoices module entitlement for convert.

Piece	Location
API client	lib/api/estimates.ts — GET/POST /estimates, GET/PUT/DELETE /estimates/{id}, POST /estimates/{id}/send, POST /estimates/{id}/accept, POST /estimates/{id}/status, POST /estimates/{id}/convert
Types	types/estimates.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/estimates/ — index (list + search), new, [id]/index (view + send/accept/reject/convert), [id]/edit (draft only)
Shared UI	components/forms/EstimateLinkPickers.tsx — optional contact, company, quotation, and opportunity links
Nav	config/modules.ts — permission: estimates.view, tab /(app)/(tabs)/estimates (label Ests)
Permissions	estimates.view, estimates.create, estimates.update, estimates.delete, estimates.send, estimates.accept, estimates.convert

Tenant API reference: Tenant API — Estimates.

Expenses (module:expenses)

Workspace expense claims with draft-only edit, submit, approve, reject, pay (when Accounting is not installed), and cancel. Record notes and activity timeline on view. Receipt upload, vendor/PO links, and accounting account pickers remain web-only on mobile v1.

Piece	Location
API client	lib/api/expenses.ts — GET/POST /expenses, GET/PUT/DELETE /expenses/{id}, POST /expenses/{id}/submit, approve, reject, pay, cancel
Categories	lib/api/expense-categories.ts — GET /expense-categories (picker on create/edit)
Types	types/expenses.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/expenses/ — index (list + search), new, [id]/index (view + workflow actions), [id]/edit (draft only)
Nav	config/modules.ts — permission: expenses.view, tab /(app)/(tabs)/expenses (label Spend)
Permissions	expenses.view, expenses.create, expenses.update, expenses.delete, expenses.submit, expenses.approve, expenses.reject, expenses.pay, expenses.cancel

Tenant API reference: Tenant API — Expenses.

Products (module:products)

Product catalogue CRUD with category picker, pricing fields, and stock-tracking toggle. Record notes and activity timeline on view. Rich-text description and category management remain web-only on mobile v1.

Piece	Location
API client	lib/api/products.ts — GET/POST /products, GET/PUT/DELETE /products/{id}, GET /products/next-sku
Categories	lib/api/product-categories.ts — GET /product-categories (picker on create/edit)
Types	types/products.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/products/ — index (list + search), new, [id]/index (view), [id]/edit
Nav	config/modules.ts — permission: products.view, tab /(app)/(tabs)/products (label Products)
Permissions	products.view, products.create, products.update, products.delete

Tenant API reference: Tenant API — Products.

Warehouses (module:warehouses)

Warehouse location CRUD with active and default toggles. Record notes and activity timeline on view.

Piece	Location
API client	lib/api/warehouses.ts — GET/POST /warehouses, GET/PUT/DELETE /warehouses/{id}
Types	types/warehouses.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/warehouses/ — index (list + search), new, [id]/index (view), [id]/edit
Nav	config/modules.ts — permission: warehouses.view, tab /(app)/(tabs)/warehouses (label WH)
Permissions	warehouses.view, warehouses.create, warehouses.update, warehouses.delete

Tenant API reference: Tenant API — Warehouses.

Inventory (module:inventory)

Stock level browsing, quantity adjustments, and warehouse transfers with draft-only transfer edit. Movement history and multi-line transfer UI remain web-only on mobile v1. Requires Products (stock-tracked SKUs) and Warehouses for transfers.

Piece	Location
API client	lib/api/inventory.ts — GET /inventory/stock, POST /inventory/stock/adjust, transfer CRUD + dispatch/complete/cancel
Types	types/inventory.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/inventory/ — index (stock list), adjust, transfers/*
Nav	config/modules.ts — permission: inventory.view, tab /(app)/(tabs)/inventory (label Stock)
Permissions	inventory.view, inventory.adjust, inventory.transfer, inventory.delete

Tenant API reference: Tenant API — Inventory.

Communication Templates (module:communication-templates)

Reusable WhatsApp message templates with context picker on create/edit. Placeholder picker, preview, render, and use-from-record flows remain web-only on mobile v1.

Piece	Location
API client	lib/api/communication-templates.ts — GET/POST /communication-templates, GET/PUT/DELETE /communication-templates/{id}, GET /communication-templates/meta/contexts
Types	types/communication-templates.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/communication-templates/ — index (list + search), new, [id]/index (view), [id]/edit
Nav	config/modules.ts — permission: communication-templates.view, tab /(app)/(tabs)/communication-templates (label Tmpl)
Permissions	communication-templates.view, communication-templates.create, communication-templates.update, communication-templates.delete

Tenant API reference: Tenant API — Communication Templates.

Email (module:email)

Read synced personal mailboxes: pick account and folder, search messages, open detail, and mark read when permitted. Compose, IMAP account setup, labels, attachment download, templates, and signatures remain web-only on mobile v1.

Piece	Location
API client	lib/api/email.ts — GET /email/accounts, GET /email/accounts/{uuid}/folders, GET /email/folders/{uuid}/messages, GET /email/messages/{uuid}, PUT /email/messages/{uuid} (mark read)
Types	types/email.ts (re-exported from types/api.ts)
Helpers	lib/email-format.ts — address formatting and plain-text body preview
Routes	app/(app)/(tabs)/email/ — index (mailbox + folder list), [id]/index (message view)
Nav	config/modules.ts — permission: email.view, tab /(app)/(tabs)/email (label Mail)
Permissions	email.view, email.update (mark read)

Tenant API reference: Tenant API — Email.

Announcements (module:announcements)

Workspace announcements with read tracking. Every entitled member sees the inbox; users with announcements.create / update / delete manage drafts and publishes. No separate view permission — module entitlement gates the tab.

Piece	Location
API client	lib/api/announcements.ts — GET /announcements/inbox, admin GET /announcements, CRUD, POST /announcements/{id}/read
Types	types/announcements.ts (re-exported from types/api.ts)
Routes	app/(app)/(tabs)/announcements/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — module only (no view permission), tab /(app)/(tabs)/announcements (label News)
Permissions	announcements.create, announcements.update, announcements.delete

Tenant API reference: Tenant API — Announcements.

Assets (module:assets)

Company equipment, vehicles, and licences with status, category, purchase, and warranty fields. Assignee, vendor, and employee links display on view when populated by the API; pickers and assign action remain web-only on mobile v1.

Piece	Location
API client	lib/api/assets.ts — GET/POST /assets, GET/PUT/DELETE /assets/{id}
Types	types/assets.ts (re-exported from types/api.ts)
Labels	lib/asset-labels.ts — status and category display labels
Routes	app/(app)/(tabs)/assets/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: assets.view, tab /(app)/(tabs)/assets
Permissions	assets.view, assets.create, assets.update, assets.delete

Tenant API reference: Tenant API — Assets.

Short links (module:short-links)

Branded short URLs with optional vanity slug, destination URL, expiry, and basic UTM fields. Click analytics and click log remain web-only on mobile v1.

Piece	Location
API client	lib/api/short-links.ts — GET/POST /short-links, GET/PUT/DELETE /short-links/{id}
Types	types/short-links.ts (re-exported from types/api.ts)
Labels	lib/short-link-labels.ts — status display labels
Routes	app/(app)/(tabs)/short-links/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: short-links.view, tab /(app)/(tabs)/short-links (label Links)
Permissions	short-links.view, short-links.create, short-links.update, short-links.delete

Tenant API reference: Tenant API — Short links.

Documents (module:documents)

Workspace file library on Storage — upload files from the device, browse/search, edit title/description/category, download/share, and soft-delete. Requires entitled Storage plus Documents.

Piece	Location
API client	lib/api/documents.ts — GET/POST /documents, GET/PUT/DELETE /documents/{id}; GET /documents/{id}/download via lib/document-download.ts
Categories	lib/api/document-categories.ts — read-only list for create/edit pickers
Types	types/documents.ts (re-exported from types/api.ts)
Helpers	lib/document-labels.ts — file size formatting; lib/document-upload.ts — multipart file append
Routes	app/(app)/(tabs)/documents/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: documents.view, tab /(app)/(tabs)/documents (label Docs)
Permissions	documents.view, documents.create, documents.update, documents.delete
Native modules	expo-document-picker, expo-file-system, expo-sharing

Record links, category CRUD, trash filters, restore/force delete, bulk delete, and file replace remain web-only on mobile v1.

Tenant API reference: Tenant API — Documents.

Help desk (module:help-desk)

Support tickets with subject, description, priority, category, due date, notes, close/reopen, and status transitions. Assignee scoping matches web when the actor lacks help-desk.assign.

Piece	Location
API client	lib/api/help-desk.ts — GET/POST /help-desk, GET/PUT/DELETE /help-desk/{id}, POST .../close, POST .../reopen, POST .../status, POST .../notes
Categories	lib/api/help-desk-categories.ts — read-only list for create/edit pickers
Types	types/help-desk.ts (re-exported from types/api.ts)
Labels	lib/help-desk-labels.ts — status and priority display labels
Routes	app/(app)/(tabs)/help-desk/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: help-desk.view, tab /(app)/(tabs)/help-desk (label Tickets)
Permissions	help-desk.view, help-desk.create, help-desk.update, help-desk.delete, help-desk.close, help-desk.reopen

Attachments, assign, contact/company/KB links, category CRUD, stats, and trash/restore remain web-only on mobile v1. Record notes and activity timeline on view.

Tenant API reference: Tenant API — Help desk.

Knowledge base (module:knowledge-base)

Help articles with title, excerpt, plain-text body (stored as simple HTML), category, and draft/published/archived status. View-only actors see published articles from the API; editors can manage drafts and lifecycle.

Piece	Location
API client	lib/api/knowledge-base.ts — GET/POST /knowledge-base, GET/PUT/DELETE /knowledge-base/{id}
Categories	lib/api/knowledge-base-categories.ts — read-only list for create/edit pickers
Types	types/knowledge-base.ts (re-exported from types/api.ts)
Labels	lib/knowledge-base-labels.ts — status display labels
HTML helpers	lib/knowledge-base-html.ts — plain text ↔ simple HTML for body
Routes	app/(app)/(tabs)/knowledge-base/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: knowledge-base.view, tab /(app)/(tabs)/knowledge-base (label KB)
Permissions	knowledge-base.view, knowledge-base.create, knowledge-base.update, knowledge-base.delete

Rich TipTap editor, attachments, category CRUD, slug field, and trash/restore remain web-only on mobile v1. Record notes and activity timeline on view.

Tenant API reference: Tenant API — Knowledge base.

Team chat (module:team-chat)

Workspace channels and direct messages. List conversations, open a thread, join channels you can access, start DM or group DM (requires users.list for the people picker), send text messages when team-chat.messages.create is granted, and mark conversations read on open.

Piece	Location
API client	lib/api/team-chat.ts — GET/POST /conversations, messages, join, read
Users picker	lib/api/users.ts — GET /users (per_page: 100) for new DM/group flows
Types	types/team-chat.ts (re-exported from types/api.ts)
Helpers	lib/team-chat-utils.ts — conversation titles and message sort
Routes	app/(app)/(tabs)/team-chat/ — index, new, [id]/index
Nav	config/modules.ts — permission: team-chat.view, tab /(app)/(tabs)/team-chat (label Chat)
Permissions	team-chat.view, team-chat.messages.create (+ channel/message manage permissions on web)

Realtime (Reverb), attachments, reactions, pins, threads, channel create/settings, message edit/delete, member management, and global message search remain web-only on mobile v1.

Tenant API reference: Tenant API — Team chat.

WhatsApp Cloud (module:whatsapp-cloud)

Customer WhatsApp inbox when the workspace connection is active. Browse conversations, read threads, mark read, open chats by phone number (whatsapp-cloud.send), send free-form text inside the customer service window, and send approved templates when the window is closed.

Piece	Location
API client	lib/api/whatsapp-cloud.ts — integration status, conversations, messages, templates
Types	types/whatsapp-cloud.ts (re-exported from types/api.ts)
Labels	lib/whatsapp-cloud-labels.ts — display names and message body helpers
Routes	app/(app)/(tabs)/whatsapp-cloud/ — index, new, [id]/index
Nav	config/modules.ts — permission: whatsapp-cloud.view, tab /(app)/(tabs)/whatsapp-cloud (label WA)
Permissions	whatsapp-cloud.view, whatsapp-cloud.send

OAuth connect, media send/download, lead link/assign, template sync, integration settings, and realtime inbox updates remain web-only on mobile v1.

Tenant API reference: Tenant API — WhatsApp Cloud.

Automation (module:automation)

Monitor workspace workflows, toggle active state, trigger manual runs (automation.run), and inspect execution history with step logs.

Piece	Location
API client	lib/api/automation.ts — workflows CRUD subset, activate/deactivate, run, runs list/detail
Types	types/automation.ts (re-exported from types/api.ts)
Labels	lib/automation-labels.ts — status and run title helpers
Routes	app/(app)/(tabs)/automation/ — index, [id]/index, runs/index, runs/[id]/index
Nav	config/modules.ts — permission: automation.view, tab /(app)/(tabs)/automation (label Auto)
Permissions	automation.view, automation.update, automation.delete, automation.run

Visual builder, create/edit workflows, templates, and trigger/action catalog browsing remain web-only on mobile v1.

Tenant API reference: Tenant API — Automation.

Analytics (module:analytics)

Executive KPI overview and domain reports when the workspace has entitled source modules. Preset period filters (this month through last year); open CRM, Sales, Billing, Purchasing, or People for metrics plus row lists.

Piece	Location
API client	lib/api/analytics.ts — overview and domain reports
Types	types/analytics.ts (re-exported from types/api.ts)
Labels	lib/analytics-labels.ts — area titles and metric formatting
Periods	lib/dashboard-period.ts + components/analytics/AnalyticsPeriodField.tsx
Routes	app/(app)/(tabs)/analytics/ — index, [area]/index
Nav	config/modules.ts — permission: analytics.view, tab /(app)/(tabs)/analytics (label Stats)
Permissions	analytics.view

Charts, CSV export, and custom date ranges remain web-only on mobile v1.

Tenant API reference: Tenant API — Analytics.

Financial Reports (module:financial-reports)

Posted-journal financial statements: trial balance, profit and loss, balance sheet, and aged receivables. Pick a report, set as-of or from/to dates (YYYY-MM-DD), and run on device.

Piece	Location
API client	lib/api/financial-reports.ts — trial balance, P&L, balance sheet, aged receivables
Types	types/financial-reports.ts (re-exported from types/api.ts)
Labels	lib/financial-reports-labels.ts — report titles and ledger amount formatting
Dates	lib/datetime.ts — todayAppDate() helper
Routes	app/(app)/(tabs)/financial-reports/ — index
Nav	config/modules.ts — permission: financial-reports.view, tab /(app)/(tabs)/financial-reports (label Fin)
Permissions	financial-reports.view

CSV export remains web-only on mobile v1.

Tenant API reference: Tenant API — Financial reports.

Accounting (module:accounting)

Chart of accounts and manual journal entries: browse accounts, create draft journals with balanced debit/credit lines, post, and void.

Piece	Location
API clients	lib/api/accounts.ts, lib/api/journal-entries.ts — accounts CRUD, journal CRUD, post, void
Types	types/accounting.ts (re-exported from types/api.ts)
Labels	lib/accounting-labels.ts — account types, journal status, picker labels
Form	components/forms/JournalEntryForm.tsx — balanced multi-line journal editor
Routes	app/(app)/(tabs)/accounting/ — hub, accounts/*, journals/*
Nav	config/modules.ts — permission: accounting.view, tab /(app)/(tabs)/accounting (label Acct)
Permissions	accounting.view, accounting.create, accounting.update, accounting.delete, accounting.post, accounting.void

General ledger inquiry, transfers, bank reconciliation, accounting periods, opening balances, tax types, and set-balance on cash/bank accounts remain web-only on mobile v1.

Tenant API reference: Tenant API — Accounting.

Employees (module:employees)

Workspace employee directory: browse people records, create and edit employment details, and link workspace users when permitted.

Piece	Location
API clients	lib/api/employees.ts, lib/api/departments.ts (picker when Departments entitled)
Types	types/employees.ts (re-exported from types/api.ts)
Labels	lib/employee-labels.ts — status, employment type, department formatting
Form	components/forms/EmployeeFormFields.tsx — shared create/edit fields
Routes	app/(app)/(tabs)/employees/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: employees.view, tab /(app)/(tabs)/employees (label Staff)
Permissions	employees.view, employees.create, employees.update, employees.delete

Payroll, department stats/reports, and trash/restore remain web-only on mobile v1.

Tenant API reference: Tenant API — Employees.

Attendance (module:attendance)

Daily attendance records per employee: list and filter, record attendance, self check-in/check-out for linked employees, and manager corrections.

Piece	Location
API client	lib/api/attendance-records.ts — list, CRUD on /attendance-records
Types	types/attendance.ts (re-exported from types/api.ts)
Labels	lib/attendance-labels.ts — status labels and time formatting
Access	lib/attendance-access.ts — manager vs self-service role gate
Form	components/forms/AttendanceFormFields.tsx — shared create/edit + employee picker
Routes	app/(app)/(tabs)/attendance/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: attendance.view, tab /(app)/(tabs)/attendance (label Clock)
Permissions	attendance.view, attendance.create, attendance.update, attendance.delete

KPI stats, date-range filters, trash/restore, geolocation, and office-hours automation remain web-only on mobile v1. Requires Employees module entitlement.

Tenant API reference: Tenant API — Attendance.

Leave Management (module:leave-management)

Leave requests workflow: list and filter requests, create and edit drafts, submit for approval, approve or reject pending requests, cancel, and view employee leave balances for the request year.

Piece	Location
API clients	lib/api/leave-requests.ts, lib/api/leave-types.ts (picker), lib/api/leave-balances.ts (read-only on view)
Types	types/leave-management.ts (re-exported from types/api.ts)
Labels	lib/leave-management-labels.ts — status labels
Access	lib/leave-management-access.ts — admin vs self-service employee gate
Form	components/forms/LeaveRequestFormFields.tsx — shared create/edit fields
Routes	app/(app)/(tabs)/leave-management/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: leave-management.view, tab /(app)/(tabs)/leave-management (label Leave)
Permissions	leave-management.view, create, update, delete, approve

Leave type CRUD, balance administration, trash/restore, salary-deduction override UI, and date-range list filters remain web-only on mobile v1. Requires Employees module entitlement for employee picker and deep links.

Tenant API reference: Tenant API — Leave Management.

Payroll (module:payroll)

Payroll profiles per employee and pay run workflow: generate periods from profiles, review lines, approve, mark paid, and post to the journal.

Piece	Location
API clients	lib/api/payroll-profiles.ts, lib/api/pay-runs.ts
Types	types/payroll.ts (re-exported from types/api.ts)
Labels	lib/payroll-labels.ts — frequency, status, amount formatting
Forms	components/forms/PayrollProfileFormFields.tsx, components/forms/PayRunFormFields.tsx
Routes	app/(app)/(tabs)/payroll/ — hub, profiles/*, pay-runs/*
Nav	config/modules.ts — permission: payroll.view, tab /(app)/(tabs)/payroll (label Pay)
Permissions	payroll.view, create, update, delete, approve, pay, post

Pay run line editing, journal debit/credit account picker, trash/restore, and employee self pay stubs remain web-only on mobile v1. Requires Employees module entitlement for profile employee picker and deep links.

Tenant API reference: Tenant API — Payroll.

Departments (module:departments)

Organize workspace teams: create departments, assign managers, tag users and employees, and review Leads/Tasks performance for linked members.

Piece	Location
API client	lib/api/departments.ts — list, CRUD, performance read
Types	types/departments.ts (re-exported from types/api.ts)
Labels	lib/department-labels.ts — status labels and manager gate
Form	components/forms/DepartmentFormFields.tsx — shared create/edit fields
Routes	app/(app)/(tabs)/departments/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: departments.view, tab /(app)/(tabs)/departments (label Depts)
Permissions	departments.view, create, update, delete, manage_members, assign_manager, view_performance

Stats dashboard, full performance reports, trash/restore, and dedicated attach/detach member endpoints remain web-only on mobile v1. Employee deep links require Employees module entitlement.

Tenant API reference: Tenant API — Departments.

Vendors (module:vendors)

Supplier directory for purchasing: list vendors, capture billing details, assign owners, and add notes from your phone.

Piece	Location
API client	lib/api/vendors.ts — list, CRUD, assign, add note
Types	types/vendors.ts (re-exported from types/api.ts)
Labels	lib/vendor-labels.ts — status labels
Form	components/forms/VendorFormFields.tsx — shared create/edit fields
Routes	app/(app)/(tabs)/vendors/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: vendors.view, tab /(app)/(tabs)/vendors (label Vend)
Permissions	vendors.view, create, update, delete, assign

Stats dashboard, trash/restore, dedicated assign endpoint UI, and default withholding tax picker remain web-only on mobile v1. Record notes and activity timeline on view.

Tenant API reference: Tenant API — Vendors.

Purchase Orders (module:purchase-orders)

Create supplier purchase orders, send them, mark receipt (with optional warehouse for stock), cancel, convert to expenses, and add notes from your phone. Requires Vendors module entitlement for vendor picker.

Piece	Location
API client	lib/api/purchase-orders.ts — list, CRUD, send, receive, cancel, convert, add note
Types	types/purchase-orders.ts (re-exported from types/api.ts)
Labels	lib/purchase-order-labels.ts — status labels and money formatting
Routes	app/(app)/(tabs)/purchase-orders/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: purchase-orders.view, tab /(app)/(tabs)/purchase-orders (label POs)
Permissions	purchase-orders.view, create, update, delete, assign, send, receive, cancel, convert

PDF download, email vendor, stats dashboard, trash/restore, multi-line editor, and product picker remain web-only on mobile v1. Record notes and activity timeline on view.

Tenant API reference: Tenant API — Purchase Orders.

Resellers (module:resellers)

Partner directory with commission rates: list resellers, capture contact and company details, assign owners, and add notes from your phone.

Piece	Location
API client	lib/api/resellers.ts — list, CRUD, assign, add note
Types	types/resellers.ts (re-exported from types/api.ts)
Labels	lib/reseller-labels.ts — status and commission labels
Form	components/forms/ResellerFormFields.tsx — shared create/edit fields
Routes	app/(app)/(tabs)/resellers/ — index, new, [id]/index, [id]/edit
Nav	config/modules.ts — permission: resellers.view, tab /(app)/(tabs)/resellers (label Resel)
Permissions	resellers.view, create, update, delete, assign

Stats dashboard, trash/restore, invite login, and dedicated assign endpoint UI remain web-only on mobile v1. Record notes and activity timeline on view.

Tenant API reference: Tenant API — Resellers.

Reseller Payouts (module:reseller-payouts)

Commission ledger for reseller and owner payouts: browse accrued entries, filter by status and party, and approve, mark paid, or void from your phone.

Piece	Location
API client	lib/api/reseller-payouts.ts — list, stats, get, approve, pay, void
Types	types/reseller-payouts.ts (re-exported from types/api.ts)
Labels	lib/reseller-payout-labels.ts — status, party, rate, and money labels
Routes	app/(app)/(tabs)/reseller-payouts/ — index, [id]/index
Nav	config/modules.ts — permission: reseller-payouts.view, tab /(app)/(tabs)/reseller-payouts (label Payout)
Permissions	reseller-payouts.view, approve, pay, void

Stats dashboard KPI strip remains web-only on mobile v1. Entries are system-generated when linked invoices are fully paid (no create/edit on mobile).

Tenant API reference: Tenant API — Reseller Payouts.

Storage (module:storage)

Workspace file storage usage: see how much content storage your workspace has consumed and which capacity pack is active.

Piece	Location
API client	lib/api/storage.ts — usage summary
Types	types/storage.ts (re-exported from types/api.ts)
Labels	lib/storage-labels.ts — byte formatting and pack labels
Routes	app/(app)/(tabs)/storage/ — index (usage dashboard)
Nav	config/modules.ts — permission: storage.view, tab /(app)/(tabs)/storage (label Store)
Permissions	storage.view

Marketplace pack purchase and Settings → Storage panel remain web-only on mobile v1.

Tenant API reference: Tenant API — Storage.

Branded (module:branded)

Custom website address for the workspace: view connection status, copy/share DNS records, propose a hostname, verify DNS, and remove the address when permitted.

Piece	Location
API client	lib/api/branded.ts — show, propose, verify, remove
Types	types/branded.ts (re-exported from types/api.ts)
Labels	lib/branded-labels.ts — hosting status labels
Routes	app/(app)/(tabs)/branded/ — index (setup wizard)
Nav	config/modules.ts — permission: branded.view, tab /(app)/(tabs)/branded (label Brand)
Permissions	branded.view, branded.manage

Settings → General logo upload and full branding panel remain web-only on mobile v1.

Tenant API reference: Tenant API — Branded.

EloSync AI (module:ai)

Workspace assistant chat: list conversations, start threads, send prompts, view credit balance, read structured insights and references, and confirm/cancel pending write actions when permitted.

Piece	Location
API client	lib/api/ai.ts — conversations, messages, credits, confirm/cancel actions, lead/opportunity copilot
Types	types/ai.ts (re-exported from types/api.ts)
Starters	lib/ai-starter-prompts.ts — module/permission-gated quick prompts (includes Search workspace via ai + ai.use)
Utils	lib/ai-utils.ts — labels, reference routes, action previews
Components	components/ai/AiMessageBubble.tsx, components/ai/AiStructuredResult.tsx, components/records/RecordAiCopilotSection.tsx
Routes	app/(app)/(tabs)/ai/ — index, [id]/index
Nav	config/modules.ts — permission: ai.use, tab /(app)/(tabs)/ai (label AI)
Permissions	ai.use, ai.confirm

Settings → AI provider configuration remains web-only on mobile v1. Record copilot also mounts on Lead and Opportunity view screens when AI + record view permissions apply.

Tenant API reference: Tenant API — AI.

Module polish (shared record UX)

Reusable record affordances added after the core module program shipped:

Piece	Location
Notes UI	components/records/RecordNotesSection.tsx — list note entries + add note form
Timeline UI	components/records/RecordTimelineSection.tsx — read-only activity/audit timeline from show activities
Note type	types/notes.ts — shared RecordNote shape
Timeline type	types/timeline.ts — shared RecordTimelineEntry shape
Record copilot	components/records/RecordAiCopilotSection.tsx — summarize, next action, draft follow-up modal
Wired on view	Leads, Opportunities (notes + copilot + timeline), Contacts, Companies, Tasks, Activities, Products, Assets, Expenses, Quotations, Contracts, Projects, Invoices, Payments, Credit notes, Estimates, Warehouses, Knowledge base (notes + timeline); Vendors, Purchase orders, Help desk, Resellers (notes + timeline)

Notes require {module}.update on each API. Copilot requires module:ai, ai.use, and the parent record view permission.

Related

• Tenant API index
• Module development (web blueprint)
• Platform freeze