feat(security): add multi-tenancy isolation and demo mode (#90)

Add org-scoped data isolation across all server actions to
prevent cross-org data leakage. Add read-only demo mode with
mutation guards on all write endpoints.

Multi-tenancy:
- org filter on executeDashboardQueries (all query types)
- org boundary checks on getChannel, joinChannel
- searchMentionableUsers derives org from session
- getConversationUsage scoped to user, not org-wide for admins
- organizations table, members, org switcher component

Demo mode:
- /demo route sets strict sameSite cookie
- isDemoUser guards on all mutation server actions
- demo banner, CTA dialog, and gate components
- seed script for demo org data

Also: exclude scripts/ from tsconfig (fixes build), add
multi-tenancy architecture documentation.

Co-authored-by: Nicholai <nicholaivogelfilms@gmail.com>

docs/README.md

@@ -18,6 +18,7 @@ How the core platform works.
 - [server actions](architecture/server-actions.md) -- the data mutation pattern, auth checks, error handling, revalidation
 - [auth system](architecture/auth-system.md) -- WorkOS integration, middleware, session management, RBAC
 - [AI agent](architecture/ai-agent.md) -- OpenRouter provider, tool system, system prompt, unified chat architecture, usage tracking
+- [multi-tenancy](architecture/multi-tenancy.md) -- org isolation, demo mode guards, the requireOrg pattern, adding new server actions safely
 
 
 modules

docs/architecture/multi-tenancy.md

@@ -0,0 +1,328 @@
+Multi-Tenancy and Data Isolation
+===
+
+Compass is a multi-tenant application. Multiple organizations share
+the same database, the same workers, and the same codebase. This
+means every query that touches user-facing data must be scoped to
+the requesting user's organization, or you've built a system where
+one customer can read another customer's financials.
+
+This document covers the isolation model, the demo mode guardrails,
+and the specific patterns developers need to follow when adding new
+server actions or queries.
+
+
+the threat model
+---
+
+Multi-tenancy bugs are quiet. They don't throw errors. They don't
+crash the page. They return perfectly valid data -- it just belongs
+to someone else. A user won't notice they're seeing invoices from
+another org unless the numbers look wrong. An attacker, however,
+will notice immediately.
+
+The attack surface is server actions. Every exported function in
+`src/app/actions/` is callable from the client. If a server action
+takes an ID and fetches a record without checking that the record
+belongs to the caller's org, any authenticated user can read any
+record in the database by guessing or enumerating IDs.
+
+The second concern is demo mode. Demo users get an authenticated
+session (they need one to browse the app), but they should never
+be able to write persistent state. Without explicit guards, a demo
+user's "save" buttons work just like a real user's.
+
+
+the org scope pattern
+---
+
+Every server action that reads or writes org-scoped data should
+call `requireOrg(user)` immediately after authentication. This
+function lives in `src/lib/org-scope.ts` and does one thing:
+extracts the user's active organization ID, throwing if there
+isn't one.
+
+```typescript
+import { requireOrg } from "@/lib/org-scope"
+
+const user = await getCurrentUser()
+if (!user) return { success: false, error: "Unauthorized" }
+
+const orgId = requireOrg(user)
+```
+
+The org ID comes from the user's session, not from client input.
+This is important -- if the client sends an `organizationId`
+parameter, an attacker controls it. The server derives it from
+the authenticated session, so the user can only access their own
+org's data.
+
+
+filtering by org
+---
+
+Tables fall into two categories: those with a direct
+`organizationId` column, and those that reference org-scoped data
+through a foreign key.
+
+**Direct org column**: `customers`, `vendors`, `projects`,
+`channels`, `teams`, `groups`. These are straightforward:
+
+```typescript
+const rows = await db.query.customers.findMany({
+  where: (c, { eq }) => eq(c.organizationId, orgId),
+  limit: cap,
+})
+```
+
+When combining org filtering with search, use `and()`:
+
+```typescript
+where: (c, { eq, like, and }) =>
+  and(
+    eq(c.organizationId, orgId),
+    like(c.name, `%${search}%`),
+  )
+```
+
+**Indirect org reference**: `invoices`, `vendor_bills`,
+`schedule_tasks`, `task_dependencies`. These don't have an
+`organizationId` column -- they reference `projects`, which
+does. The pattern is to first resolve the set of project IDs
+belonging to the org, then filter using `inArray`:
+
+```typescript
+const orgProjects = await db
+  .select({ id: projects.id })
+  .from(projects)
+  .where(eq(projects.organizationId, orgId))
+
+const projectIds = orgProjects.map(p => p.id)
+
+const rows = projectIds.length > 0
+  ? await db.query.invoices.findMany({
+      where: (inv, { inArray }) =>
+        inArray(inv.projectId, projectIds),
+      limit: cap,
+    })
+  : []
+```
+
+The `projectIds.length > 0` guard matters because `inArray`
+with an empty array produces invalid SQL in some drivers.
+
+**Detail queries** (fetching a single record by ID) should
+verify ownership after the fetch:
+
+```typescript
+const row = await db.query.projects.findFirst({
+  where: (p, { eq: e }) => e(p.id, projectId),
+})
+
+if (!row || row.organizationId !== orgId) {
+  return { success: false, error: "not found" }
+}
+```
+
+Returning "not found" rather than "access denied" is deliberate.
+It avoids leaking the existence of records in other orgs.
+
+
+why not a global middleware?
+---
+
+It might seem cleaner to add org filtering at the database layer
+-- a global query modifier or a Drizzle plugin that automatically
+injects `WHERE organization_id = ?` on every query. We considered
+this and decided against it for three reasons.
+
+First, not every table has an `organizationId` column. The
+indirect-reference tables (invoices, schedule tasks) need joins
+or subqueries, which a generic filter can't handle without
+understanding the schema relationships.
+
+Second, some queries are intentionally cross-org. The WorkOS
+integration, for instance, needs to look up users across
+organizations during directory sync. A global filter would need
+an escape hatch, and escape hatches in security code tend to get
+used carelessly.
+
+Third, explicit filtering is auditable. When every server action
+visibly calls `requireOrg(user)` and adds the filter, a reviewer
+can see at a glance whether the query is scoped. Implicit
+filtering hides the mechanism, making it harder to verify and
+easier to accidentally bypass.
+
+The tradeoff is boilerplate. Every new server action needs the
+same three lines. We accept this cost because security-critical
+code should be boring and obvious, not clever and hidden.
+
+
+demo mode
+---
+
+Demo mode gives unauthenticated visitors a read-only experience
+of the application. When a user visits `/demo`, they get a
+session cookie (`compass-demo`) that identifies them as a
+synthetic demo user. This user has an admin role in a demo org
+called "Meridian Group", so they can see the full UI, but they
+should never be able to modify persistent state.
+
+The demo user is defined in `src/lib/demo.ts`:
+
+```typescript
+export const DEMO_USER_ID = "demo-user-001"
+export const DEMO_ORG_ID = "demo-org-meridian"
+
+export function isDemoUser(userId: string): boolean {
+  return userId === DEMO_USER_ID
+}
+```
+
+Every mutating server action must check `isDemoUser` after
+authentication and before any writes:
+
+```typescript
+if (isDemoUser(user.id)) {
+  return { success: false, error: "DEMO_READ_ONLY" }
+}
+```
+
+The `DEMO_READ_ONLY` error string is a convention. Client
+components can check for this specific value to show a
+"this action is disabled in demo mode" toast instead of a
+generic error.
+
+**Which actions need the guard**: any function that calls
+`db.insert()`, `db.update()`, or `db.delete()`. Read-only
+actions don't need it -- demo users should be able to browse
+freely.
+
+**Where to place it**: immediately after the auth check, before
+any database access. This keeps the pattern consistent across
+all server action files and prevents accidental writes from
+queries that run before the guard.
+
+
+the demo cookie
+---
+
+The `compass-demo` cookie uses `sameSite: "strict"` rather than
+`"lax"`. This matters because the cookie bypasses the entire
+authentication flow -- if it's present and set to `"true"`,
+`getCurrentUser()` returns the demo user without checking WorkOS
+at all. With `"lax"`, the cookie would be sent on cross-site
+top-level navigations (clicking a link from another site to
+Compass). With `"strict"`, it's only sent on same-site requests.
+
+The `compass-active-org` cookie (which tracks which org a real
+user has selected) can remain `"lax"` because it doesn't bypass
+authentication. It only influences which org's data is shown
+after the user has already been authenticated through WorkOS.
+
+
+files involved
+---
+
+The org scope and demo guard patterns are applied across these
+server action files:
+
+- `src/app/actions/dashboards.ts` -- org filtering on all
+  dashboard query types (customers, vendors, projects, invoices,
+  vendor bills, schedule tasks, and detail queries). Demo guards
+  on save and delete.
+
+- `src/app/actions/conversations.ts` -- org boundary check on
+  `getChannel` and `joinChannel`. Without this, a user who knows
+  a channel ID from another org could read messages or join the
+  channel.
+
+- `src/app/actions/chat-messages.ts` -- `searchMentionableUsers`
+  derives org from session rather than accepting it as a client
+  parameter. This prevents a client from searching users in
+  other orgs by passing a different organization ID.
+
+- `src/app/actions/ai-config.ts` -- `getConversationUsage`
+  always filters by user ID, even for admins. An admin in org A
+  has no business seeing token usage from org B, even if the
+  admin permission technically allows broader access.
+
+- `src/app/actions/plugins.ts` -- demo guards on install,
+  uninstall, and toggle.
+
+- `src/app/actions/themes.ts` -- demo guards on save and delete.
+
+- `src/app/actions/mcp-keys.ts` -- demo guards on create,
+  revoke, and delete.
+
+- `src/app/actions/agent.ts` -- demo guards on save and delete
+  conversation.
+
+- `src/app/demo/route.ts` -- demo cookie set with
+  `sameSite: "strict"`.
+
+- `src/lib/org-scope.ts` -- the `requireOrg` utility.
+
+- `src/lib/demo.ts` -- demo user constants and `isDemoUser`
+  check.
+
+
+adding a new server action
+---
+
+When writing a new server action that touches org-scoped data,
+follow this pattern:
+
+```typescript
+"use server"
+
+import { getCurrentUser } from "@/lib/auth"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
+
+export async function myAction(input: string) {
+  const user = await getCurrentUser()
+  if (!user) return { success: false, error: "Unauthorized" }
+
+  // demo guard (only for mutations)
+  if (isDemoUser(user.id)) {
+    return { success: false, error: "DEMO_READ_ONLY" }
+  }
+
+  // org scope (for any org-scoped data access)
+  const orgId = requireOrg(user)
+
+  // ... query with orgId filter
+}
+```
+
+The order matters: authenticate, check demo, scope org, then
+query. If you reverse the demo check and org scope, a demo user
+without an org would get a confusing "no active organization"
+error instead of the intended "demo read only" message.
+
+
+known limitations
+---
+
+The org scope is enforced at the application layer, not the
+database layer. This means a bug in a server action can still
+leak data. SQLite (D1) doesn't support row-level security
+policies the way PostgreSQL does, so there's no database-level
+safety net. The mitigation is code review discipline: every PR
+that adds or modifies a server action should be checked for
+`requireOrg` usage.
+
+The demo guard is also application-layer. If someone finds a
+server action without the guard, they can mutate state through
+the demo session. The mitigation is the same: review discipline
+and periodic audits of server action files.
+
+Both of these limitations would be addressed by moving to
+PostgreSQL with row-level security in the future. That's a
+significant migration, and the current approach is adequate for
+the threat model (authenticated users in a B2B SaaS context,
+not anonymous public access). But it's worth noting that the
+current security model depends on developers getting every
+server action right, rather than the database enforcing it
+automatically.

drizzle/0026_easy_professor_monster.sql

@@ -0,0 +1,2 @@
+ALTER TABLE `customers` ADD `organization_id` text REFERENCES organizations(id);--> statement-breakpoint
+ALTER TABLE `vendors` ADD `organization_id` text REFERENCES organizations(id);

drizzle/meta/_journal.json

@@ -183,6 +183,13 @@
       "when": 1771205359100,
       "tag": "0025_chunky_silverclaw",
       "breakpoints": true
+    },
+    {
+      "idx": 26,
+      "version": "6",
+      "when": 1771215013379,
+      "tag": "0026_easy_professor_monster",
+      "breakpoints": true
     }
   ]
 }

package.json

@@ -14,6 +14,8 @@
 		"db:generate": "drizzle-kit generate",
 		"db:migrate:local": "wrangler d1 migrations apply compass-db --local",
 		"db:migrate:prod": "wrangler d1 migrations apply compass-db --remote",
+		"db:migrate-orgs": "bun run scripts/migrate-to-orgs.ts",
+		"db:seed-demo": "bun run scripts/seed-demo.ts",
 		"prepare": "husky",
 		"cap:sync": "cap sync",
 		"cap:ios": "cap open ios",

scripts/migrate-to-orgs.ts

@@ -0,0 +1,142 @@
+#!/usr/bin/env bun
+/**
+ * Idempotent migration script to introduce organizations into existing data
+ *
+ * This script:
+ * 1. Creates the HPS organization if it doesn't exist
+ * 2. Adds all existing users to the HPS organization
+ * 3. Associates all existing customers, vendors, and projects with HPS
+ *
+ * Safe to run multiple times - checks for existing records before inserting.
+ */
+
+import { Database } from "bun:sqlite"
+import { resolve, join } from "path"
+import { randomUUID } from "crypto"
+import { existsSync, readdirSync } from "fs"
+
+const HPS_ORG_ID = "hps-org-001"
+const HPS_ORG_NAME = "HPS"
+const HPS_ORG_SLUG = "hps"
+const HPS_ORG_TYPE = "internal"
+
+const DB_DIR = resolve(
+  process.cwd(),
+  ".wrangler/state/v3/d1/miniflare-D1DatabaseObject"
+)
+
+function findDatabase(): string {
+  if (!existsSync(DB_DIR)) {
+    console.error(`Database directory not found: ${DB_DIR}`)
+    console.error("Run 'bun dev' at least once to initialize the local D1 database.")
+    process.exit(1)
+  }
+
+  const files = readdirSync(DB_DIR)
+  const sqliteFile = files.find((f: string) => f.endsWith(".sqlite"))
+
+  if (!sqliteFile) {
+    console.error(`No .sqlite file found in ${DB_DIR}`)
+    process.exit(1)
+  }
+
+  return join(DB_DIR, sqliteFile)
+}
+
+function main() {
+  const dbPath = findDatabase()
+  console.log(`Using database: ${dbPath}\n`)
+
+  const db = new Database(dbPath)
+  db.run("PRAGMA journal_mode = WAL")
+
+  const timestamp = new Date().toISOString()
+
+  const tx = db.transaction(() => {
+    // 1. Create HPS organization
+    console.log("1. Checking for HPS organization...")
+    const existingOrg = db
+      .prepare("SELECT id FROM organizations WHERE id = ?")
+      .get(HPS_ORG_ID)
+
+    if (existingOrg) {
+      console.log(`   Already exists (${HPS_ORG_ID})`)
+    } else {
+      db.prepare(
+        `INSERT INTO organizations (id, name, slug, type, is_active, created_at, updated_at)
+         VALUES (?, ?, ?, ?, 1, ?, ?)`
+      ).run(HPS_ORG_ID, HPS_ORG_NAME, HPS_ORG_SLUG, HPS_ORG_TYPE, timestamp, timestamp)
+      console.log(`   Created HPS organization (${HPS_ORG_ID})`)
+    }
+
+    // 2. Add all users to HPS
+    console.log("\n2. Adding users to HPS organization...")
+    const users = db.prepare("SELECT id, role FROM users").all() as Array<{
+      id: string
+      role: string
+    }>
+
+    let added = 0
+    let skipped = 0
+
+    for (const user of users) {
+      const existing = db
+        .prepare(
+          "SELECT id FROM organization_members WHERE organization_id = ? AND user_id = ?"
+        )
+        .get(HPS_ORG_ID, user.id)
+
+      if (existing) {
+        skipped++
+      } else {
+        db.prepare(
+          `INSERT INTO organization_members (id, organization_id, user_id, role, joined_at)
+           VALUES (?, ?, ?, ?, ?)`
+        ).run(randomUUID(), HPS_ORG_ID, user.id, user.role, timestamp)
+        added++
+      }
+    }
+
+    console.log(`   Added ${added} user(s), skipped ${skipped}`)
+
+    // 3. Update customers
+    console.log("\n3. Updating customers...")
+    const custResult = db
+      .prepare("UPDATE customers SET organization_id = ? WHERE organization_id IS NULL")
+      .run(HPS_ORG_ID)
+    console.log(`   Updated ${custResult.changes} customer(s)`)
+
+    // 4. Update vendors
+    console.log("\n4. Updating vendors...")
+    const vendResult = db
+      .prepare("UPDATE vendors SET organization_id = ? WHERE organization_id IS NULL")
+      .run(HPS_ORG_ID)
+    console.log(`   Updated ${vendResult.changes} vendor(s)`)
+
+    // 5. Update projects
+    console.log("\n5. Updating projects...")
+    const projResult = db
+      .prepare("UPDATE projects SET organization_id = ? WHERE organization_id IS NULL")
+      .run(HPS_ORG_ID)
+    console.log(`   Updated ${projResult.changes} project(s)`)
+
+    console.log("\nSummary:")
+    console.log(`   Org: ${HPS_ORG_NAME} (${HPS_ORG_ID})`)
+    console.log(`   Members: ${users.length} total (${added} new)`)
+    console.log(`   Customers: ${custResult.changes} updated`)
+    console.log(`   Vendors: ${vendResult.changes} updated`)
+    console.log(`   Projects: ${projResult.changes} updated`)
+  })
+
+  try {
+    tx()
+    console.log("\nMigration completed successfully.")
+  } catch (error) {
+    console.error("\nMigration failed:", error)
+    process.exit(1)
+  } finally {
+    db.close()
+  }
+}
+
+main()

scripts/seed-demo.ts

@@ -0,0 +1,284 @@
+#!/usr/bin/env bun
+/**
+ * Idempotent seed script for demo organization data.
+ *
+ * Creates "Meridian Group" (demo org) with:
+ * - 3 projects, 5 customers, 5 vendors
+ * - 23 schedule tasks per project (69 total)
+ * - 3 channels with 25 messages
+ *
+ * Safe to re-run: exits early if demo org already exists.
+ */
+
+import { Database } from "bun:sqlite"
+import { resolve, join } from "path"
+import { randomUUID } from "crypto"
+import { existsSync, readdirSync } from "fs"
+
+const DEMO_ORG_ID = "demo-org-meridian"
+const DEMO_USER_ID = "demo-user-001"
+
+function findDatabase(): string {
+  const dbDir = resolve(
+    process.cwd(),
+    ".wrangler/state/v3/d1/miniflare-D1DatabaseObject"
+  )
+
+  if (!existsSync(dbDir)) {
+    console.error(`Database directory not found: ${dbDir}`)
+    console.error("Run 'bun dev' first to create the local database.")
+    process.exit(1)
+  }
+
+  const files = readdirSync(dbDir)
+  const sqliteFile = files.find((f: string) => f.endsWith(".sqlite"))
+
+  if (!sqliteFile) {
+    console.error(`No .sqlite file found in ${dbDir}`)
+    process.exit(1)
+  }
+
+  return join(dbDir, sqliteFile)
+}
+
+function seed(dbPath: string) {
+  const db = new Database(dbPath)
+  db.run("PRAGMA journal_mode = WAL")
+  const now = new Date().toISOString()
+
+  // idempotency check
+  const existingOrg = db
+    .prepare("SELECT id FROM organizations WHERE id = ?")
+    .get(DEMO_ORG_ID)
+  if (existingOrg) {
+    console.log("Demo org already exists, skipping seed.")
+    db.close()
+    return
+  }
+
+  console.log("Seeding demo data...\n")
+
+  const tx = db.transaction(() => {
+    // 1. demo organization
+    db.prepare(
+      `INSERT INTO organizations (id, name, slug, type, is_active, created_at, updated_at)
+       VALUES (?, ?, ?, ?, 1, ?, ?)`
+    ).run(DEMO_ORG_ID, "Meridian Group", "meridian-demo", "demo", now, now)
+    console.log("1. Created demo organization")
+
+    // 2. demo user
+    db.prepare(
+      `INSERT OR IGNORE INTO users (id, email, first_name, last_name, display_name, role, is_active, created_at, updated_at)
+       VALUES (?, ?, ?, ?, ?, ?, 1, ?, ?)`
+    ).run(DEMO_USER_ID, "demo@compass.build", "Demo", "User", "Demo User", "admin", now, now)
+    console.log("2. Created demo user")
+
+    // 3. link user to org
+    db.prepare(
+      `INSERT INTO organization_members (id, organization_id, user_id, role, joined_at)
+       VALUES (?, ?, ?, ?, ?)`
+    ).run(randomUUID(), DEMO_ORG_ID, DEMO_USER_ID, "admin", now)
+    console.log("3. Linked demo user to organization")
+
+    // 4. projects
+    const projects = [
+      { id: randomUUID(), name: "Riverside Tower" },
+      { id: randomUUID(), name: "Harbor Bridge Rehabilitation" },
+      { id: randomUUID(), name: "Downtown Transit Hub" },
+    ]
+
+    for (const p of projects) {
+      db.prepare(
+        `INSERT INTO projects (id, name, status, organization_id, created_at)
+         VALUES (?, ?, ?, ?, ?)`
+      ).run(p.id, p.name, "active", DEMO_ORG_ID, now)
+    }
+    console.log("4. Created 3 projects")
+
+    // 5. customers
+    const customers = [
+      "Metropolitan Construction Corp",
+      "Riverside Development LLC",
+      "Harbor City Ventures",
+      "Transit Authority Partners",
+      "Downtown Realty Group",
+    ]
+    for (const name of customers) {
+      db.prepare(
+        `INSERT INTO customers (id, name, organization_id, created_at, updated_at)
+         VALUES (?, ?, ?, ?, ?)`
+      ).run(randomUUID(), name, DEMO_ORG_ID, now, now)
+    }
+    console.log("5. Created 5 customers")
+
+    // 6. vendors
+    const vendors = [
+      "Ace Steel & Fabrication",
+      "Premier Concrete Supply",
+      "ElectroTech Solutions",
+      "Harbor HVAC Systems",
+      "Summit Plumbing & Mechanical",
+    ]
+    for (const name of vendors) {
+      db.prepare(
+        `INSERT INTO vendors (id, name, category, organization_id, created_at, updated_at)
+         VALUES (?, ?, ?, ?, ?, ?)`
+      ).run(randomUUID(), name, "Subcontractor", DEMO_ORG_ID, now, now)
+    }
+    console.log("6. Created 5 vendors")
+
+    // 7. schedule tasks per project
+    const taskTemplates = [
+      { title: "Site Preparation & Excavation", workdays: 10, phase: "Foundation", pct: 100 },
+      { title: "Foundation Formwork", workdays: 7, phase: "Foundation", pct: 100 },
+      { title: "Foundation Concrete Pour", workdays: 3, phase: "Foundation", pct: 100 },
+      { title: "Foundation Curing", workdays: 14, phase: "Foundation", pct: 100 },
+      { title: "Structural Steel Erection", workdays: 20, phase: "Structural", pct: 85 },
+      { title: "Concrete Deck Installation", workdays: 15, phase: "Structural", pct: 70 },
+      { title: "Exterior Framing", workdays: 12, phase: "Envelope", pct: 60 },
+      { title: "Window & Door Installation", workdays: 10, phase: "Envelope", pct: 40 },
+      { title: "Roofing Installation", workdays: 8, phase: "Envelope", pct: 30 },
+      { title: "Electrical Rough-In", workdays: 15, phase: "MEP", pct: 25 },
+      { title: "Plumbing Rough-In", workdays: 12, phase: "MEP", pct: 20 },
+      { title: "HVAC Installation", workdays: 18, phase: "MEP", pct: 15 },
+      { title: "Fire Sprinkler System", workdays: 10, phase: "MEP", pct: 10 },
+      { title: "Drywall Installation", workdays: 14, phase: "Interior", pct: 5 },
+      { title: "Interior Painting", workdays: 10, phase: "Interior", pct: 0 },
+      { title: "Flooring Installation", workdays: 12, phase: "Interior", pct: 0 },
+      { title: "Cabinet & Fixture Installation", workdays: 8, phase: "Interior", pct: 0 },
+      { title: "Final Electrical Trim", workdays: 5, phase: "Finishes", pct: 0 },
+      { title: "Final Plumbing Fixtures", workdays: 5, phase: "Finishes", pct: 0 },
+      { title: "Site Landscaping", workdays: 10, phase: "Site Work", pct: 0 },
+      { title: "Parking Lot Paving", workdays: 7, phase: "Site Work", pct: 0 },
+      { title: "Final Inspection", workdays: 2, phase: "Closeout", pct: 0 },
+      { title: "Punch List Completion", workdays: 5, phase: "Closeout", pct: 0 },
+    ]
+
+    let taskCount = 0
+    for (const project of projects) {
+      let currentDate = new Date("2025-01-15")
+
+      for (const t of taskTemplates) {
+        const endDate = new Date(currentDate)
+        endDate.setDate(endDate.getDate() + t.workdays - 1)
+
+        const status = t.pct === 100 ? "COMPLETED" : t.pct > 0 ? "IN_PROGRESS" : "PENDING"
+
+        db.prepare(
+          `INSERT INTO schedule_tasks
+           (id, project_id, title, start_date, workdays, end_date_calculated,
+            phase, status, percent_complete, sort_order, created_at, updated_at)
+           VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)`
+        ).run(
+          randomUUID(),
+          project.id,
+          t.title,
+          currentDate.toISOString().split("T")[0],
+          t.workdays,
+          endDate.toISOString().split("T")[0],
+          t.phase,
+          status,
+          t.pct,
+          taskCount,
+          now,
+          now
+        )
+
+        currentDate = new Date(endDate)
+        currentDate.setDate(currentDate.getDate() + 1)
+        taskCount++
+      }
+    }
+    console.log(`7. Created ${taskCount} schedule tasks`)
+
+    // 8. channel category
+    const categoryId = randomUUID()
+    db.prepare(
+      `INSERT INTO channel_categories (id, name, organization_id, position, created_at)
+       VALUES (?, ?, ?, ?, ?)`
+    ).run(categoryId, "General", DEMO_ORG_ID, 0, now)
+
+    // 9. channels with messages
+    const channelDefs = [
+      { name: "general", type: "text", desc: "General discussion" },
+      { name: "project-updates", type: "text", desc: "Project status updates" },
+      { name: "announcements", type: "announcement", desc: "Team announcements" },
+    ]
+
+    const msgTemplates: Record<string, string[]> = {
+      general: [
+        "Morning team! Ready to tackle today's tasks.",
+        "Quick reminder: safety meeting at 2pm today.",
+        "Has anyone seen the updated foundation drawings?",
+        "Great progress on the structural steel this week!",
+        "Lunch truck will be here at noon.",
+        "Weather looks good for concrete pour tomorrow.",
+        "Don't forget to sign off on your timesheets.",
+        "Electrical inspection passed with no issues!",
+        "New delivery of materials arriving Thursday.",
+        "Team huddle in 10 minutes.",
+      ],
+      "project-updates": [
+        "Riverside Tower: Foundation phase completed ahead of schedule.",
+        "Harbor Bridge: Steel erection 85% complete, on track.",
+        "Transit Hub: Envelope work progressing well despite weather delays.",
+        "All three projects maintaining budget targets this month.",
+        "Updated schedules uploaded to the system.",
+        "Client walkthrough scheduled for Friday morning.",
+        "MEP rough-in starting next week on Riverside Tower.",
+        "Harbor Bridge inspection results look excellent.",
+        "Transit Hub: Window installation begins Monday.",
+        "Monthly progress photos added to project files.",
+      ],
+      announcements: [
+        "Welcome to the Compass demo! Explore the platform features.",
+        "New safety protocols in effect starting next Monday.",
+        "Quarterly project review meeting scheduled for next Friday.",
+        "Updated project templates now available in the system.",
+        "Reminder: Submit all change orders by end of week.",
+      ],
+    }
+
+    let msgCount = 0
+    for (const ch of channelDefs) {
+      const channelId = randomUUID()
+      db.prepare(
+        `INSERT INTO channels
+         (id, name, type, description, organization_id, category_id,
+          is_private, created_by, sort_order, created_at, updated_at)
+         VALUES (?, ?, ?, ?, ?, ?, 0, ?, 0, ?, ?)`
+      ).run(channelId, ch.name, ch.type, ch.desc, DEMO_ORG_ID, categoryId, DEMO_USER_ID, now, now)
+
+      // add member
+      db.prepare(
+        `INSERT INTO channel_members (id, channel_id, user_id, role, notify_level, joined_at)
+         VALUES (?, ?, ?, ?, ?, ?)`
+      ).run(randomUUID(), channelId, DEMO_USER_ID, "owner", "all", now)
+
+      // add messages
+      const msgs = msgTemplates[ch.name] ?? []
+      for (const content of msgs) {
+        db.prepare(
+          `INSERT INTO messages (id, channel_id, user_id, content, reply_count, created_at)
+           VALUES (?, ?, ?, ?, 0, ?)`
+        ).run(randomUUID(), channelId, DEMO_USER_ID, content, now)
+        msgCount++
+      }
+    }
+    console.log(`8. Created 3 channels with ${msgCount} messages`)
+  })
+
+  try {
+    tx()
+    console.log("\nDemo seed completed successfully.")
+  } catch (error) {
+    console.error("\nDemo seed failed:", error)
+    process.exit(1)
+  } finally {
+    db.close()
+  }
+}
+
+const dbPath = findDatabase()
+console.log(`Using database: ${dbPath}\n`)
+seed(dbPath)

src/app/actions/agent.ts

@@ -5,6 +5,7 @@ import { getDb } from "@/db"
 import { agentConversations, agentMemories } from "@/db/schema"
 import { eq, desc } from "drizzle-orm"
 import { getCurrentUser } from "@/lib/auth"
+import { isDemoUser } from "@/lib/demo"
 
 interface SerializedMessage {
   readonly id: string
@@ -23,6 +24,10 @@ export async function saveConversation(
     const user = await getCurrentUser()
     if (!user) return { success: false, error: "Unauthorized" }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
     const now = new Date().toISOString()
@@ -181,6 +186,10 @@ export async function deleteConversation(
     const user = await getCurrentUser()
     if (!user) return { success: false, error: "Unauthorized" }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 

src/app/actions/ai-config.ts

@@ -442,21 +442,14 @@ export async function getConversationUsage(
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
-    const isAdmin = can(user, "agent", "update")
-
     const rows = await db
       .select()
       .from(agentUsage)
       .where(
-        isAdmin
+        and(
-          ? eq(agentUsage.conversationId, conversationId)
+          eq(agentUsage.conversationId, conversationId),
-          : and(
+          eq(agentUsage.userId, user.id)
-              eq(
+        )
-                agentUsage.conversationId,
-                conversationId
-              ),
-              eq(agentUsage.userId, user.id)
-            )
       )
       .orderBy(desc(agentUsage.createdAt))
       .all()

src/app/actions/baselines.ts

@@ -6,17 +6,35 @@ import {
   scheduleBaselines,
   scheduleTasks,
   taskDependencies,
+  projects,
 } from "@/db/schema"
-import { eq, asc } from "drizzle-orm"
+import { eq, asc, and } from "drizzle-orm"
 import { revalidatePath } from "next/cache"
+import { requireAuth } from "@/lib/auth"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 import type { ScheduleBaselineData } from "@/lib/schedule/types"
 
 export async function getBaselines(
   projectId: string
 ): Promise<ScheduleBaselineData[]> {
+  const user = await requireAuth()
+  const orgId = requireOrg(user)
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
+  // verify project belongs to user's org
+  const [project] = await db
+    .select()
+    .from(projects)
+    .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+    .limit(1)
+
+  if (!project) {
+    throw new Error("Project not found or access denied")
+  }
+
   return await db
     .select()
     .from(scheduleBaselines)
@@ -28,9 +46,26 @@ export async function createBaseline(
   name: string
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Project not found or access denied" }
+    }
+
     const tasks = await db
       .select()
       .from(scheduleTasks)
@@ -65,6 +100,12 @@ export async function deleteBaseline(
   baselineId: string
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
@@ -76,6 +117,17 @@ export async function deleteBaseline(
 
     if (!existing) return { success: false, error: "Baseline not found" }
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, existing.projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Access denied" }
+    }
+
     await db
       .delete(scheduleBaselines)
       .where(eq(scheduleBaselines.id, baselineId))

src/app/actions/channel-categories.ts

@@ -7,6 +7,8 @@ import { channelCategories, channels, type NewChannelCategory } from "@/db/schem
 import { getCurrentUser } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function listCategories() {
   try {
@@ -14,22 +16,11 @@ export async function listCategories() {
     if (!user) {
       return { success: false, error: "Unauthorized" }
     }
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
-    // get user's organization
-    const orgMember = await db
-      .select({ organizationId: sql<string>`organization_id` })
-      .from(sql`organization_members`)
-      .where(sql`user_id = ${user.id}`)
-      .limit(1)
-      .then((rows) => rows[0] ?? null)
-
-    if (!orgMember) {
-      return { success: false, error: "No organization found" }
-    }
-
     // fetch categories with channel counts
     const categories = await db
       .select({
@@ -43,7 +34,7 @@ export async function listCategories() {
         )`,
       })
       .from(channelCategories)
-      .where(eq(channelCategories.organizationId, orgMember.organizationId))
+      .where(eq(channelCategories.organizationId, orgId))
       .orderBy(channelCategories.position)
 
     return { success: true, data: categories }
@@ -62,31 +53,24 @@ export async function createCategory(name: string, position?: number) {
       return { success: false, error: "Unauthorized" }
     }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     // admin only
     requirePermission(user, "channels", "create")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
-    // get user's organization
-    const orgMember = await db
-      .select({ organizationId: sql<string>`organization_id` })
-      .from(sql`organization_members`)
-      .where(sql`user_id = ${user.id}`)
-      .limit(1)
-      .then((rows) => rows[0] ?? null)
-
-    if (!orgMember) {
-      return { success: false, error: "No organization found" }
-    }
-
     const categoryId = crypto.randomUUID()
     const now = new Date().toISOString()
 
     const newCategory: NewChannelCategory = {
       id: categoryId,
       name,
-      organizationId: orgMember.organizationId,
+      organizationId: orgId,
       position: position ?? 0,
       collapsedByDefault: false,
       createdAt: now,
@@ -114,33 +98,26 @@ export async function updateCategory(
       return { success: false, error: "Unauthorized" }
     }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     // admin only
     requirePermission(user, "channels", "create")
+    const orgId = requireOrg(user)
 
-    const { env } = await getCloudflareContext()
+    const { env} = await getCloudflareContext()
     const db = getDb(env.DB)
 
-    // get user's organization
-    const orgMember = await db
-      .select({ organizationId: sql<string>`organization_id` })
-      .from(sql`organization_members`)
-      .where(sql`user_id = ${user.id}`)
-      .limit(1)
-      .then((rows) => rows[0] ?? null)
-
-    if (!orgMember) {
-      return { success: false, error: "No organization found" }
-    }
-
     // verify category exists in user's org
     const category = await db
       .select()
       .from(channelCategories)
-      .where(eq(channelCategories.id, id))
+      .where(and(eq(channelCategories.id, id), eq(channelCategories.organizationId, orgId)))
       .limit(1)
       .then((rows) => rows[0] ?? null)
 
-    if (!category || category.organizationId !== orgMember.organizationId) {
+    if (!category) {
       return { success: false, error: "Category not found" }
     }
 
@@ -179,33 +156,26 @@ export async function deleteCategory(id: string) {
       return { success: false, error: "Unauthorized" }
     }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     // admin only
     requirePermission(user, "channels", "create")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
-    // get user's organization
-    const orgMember = await db
-      .select({ organizationId: sql<string>`organization_id` })
-      .from(sql`organization_members`)
-      .where(sql`user_id = ${user.id}`)
-      .limit(1)
-      .then((rows) => rows[0] ?? null)
-
-    if (!orgMember) {
-      return { success: false, error: "No organization found" }
-    }
-
     // verify category exists in user's org
     const category = await db
       .select()
       .from(channelCategories)
-      .where(eq(channelCategories.id, id))
+      .where(and(eq(channelCategories.id, id), eq(channelCategories.organizationId, orgId)))
       .limit(1)
       .then((rows) => rows[0] ?? null)
 
-    if (!category || category.organizationId !== orgMember.organizationId) {
+    if (!category) {
       return { success: false, error: "Category not found" }
     }
 
@@ -247,32 +217,25 @@ export async function reorderChannels(
       return { success: false, error: "Unauthorized" }
     }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     requirePermission(user, "channels", "update")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
-    // get user's organization
-    const orgMember = await db
-      .select({ organizationId: sql<string>`organization_id` })
-      .from(sql`organization_members`)
-      .where(sql`user_id = ${user.id}`)
-      .limit(1)
-      .then((rows) => rows[0] ?? null)
-
-    if (!orgMember) {
-      return { success: false, error: "No organization found" }
-    }
-
     // verify category exists and belongs to user's org
     const category = await db
       .select()
       .from(channelCategories)
-      .where(eq(channelCategories.id, categoryId))
+      .where(and(eq(channelCategories.id, categoryId), eq(channelCategories.organizationId, orgId)))
       .limit(1)
       .then((rows) => rows[0] ?? null)
 
-    if (!category || category.organizationId !== orgMember.organizationId) {
+    if (!category) {
       return { success: false, error: "Category not found" }
     }
 

src/app/actions/chat-messages.ts

@@ -17,6 +17,8 @@ import {
 import { users, organizationMembers } from "@/db/schema"
 import { getCurrentUser } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
+import { isDemoUser } from "@/lib/demo"
+import { requireOrg } from "@/lib/org-scope"
 import { revalidatePath } from "next/cache"
 
 const MAX_MESSAGE_LENGTH = 4000
@@ -89,8 +91,7 @@ async function renderMarkdown(content: string): Promise<string> {
 }
 
 export async function searchMentionableUsers(
-  query: string,
+  query: string
-  organizationId: string
 ) {
   try {
     const user = await getCurrentUser()
@@ -98,6 +99,8 @@ export async function searchMentionableUsers(
       return { success: false, error: "Unauthorized" }
     }
 
+    const organizationId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
@@ -158,6 +161,9 @@ export async function sendMessage(data: {
     if (!user) {
       return { success: false, error: "Unauthorized" }
     }
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
 
     if (data.content.length > MAX_MESSAGE_LENGTH) {
       return { success: false, error: `Message too long (max ${MAX_MESSAGE_LENGTH} characters)` }
@@ -315,6 +321,9 @@ export async function editMessage(
     if (!user) {
       return { success: false, error: "Unauthorized" }
     }
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
@@ -393,6 +402,9 @@ export async function deleteMessage(messageId: string) {
     if (!user) {
       return { success: false, error: "Unauthorized" }
     }
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
@@ -621,6 +633,9 @@ export async function addReaction(messageId: string, emoji: string) {
     if (!user) {
       return { success: false, error: "Unauthorized" }
     }
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
 
     if (emoji.length > 10 || !EMOJI_REGEX.test(emoji)) {
       return { success: false, error: "Invalid emoji" }
@@ -705,6 +720,9 @@ export async function removeReaction(messageId: string, emoji: string) {
     if (!user) {
       return { success: false, error: "Unauthorized" }
     }
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
 
     if (emoji.length > 10 || !EMOJI_REGEX.test(emoji)) {
       return { success: false, error: "Invalid emoji" }

src/app/actions/conversations.ts

@@ -15,6 +15,8 @@ import { users, organizationMembers } from "@/db/schema"
 import { getCurrentUser } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function listChannels() {
   try {
@@ -22,6 +24,7 @@ export async function listChannels() {
     if (!user) {
       return { success: false, error: "Unauthorized" }
     }
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
@@ -64,10 +67,7 @@ export async function listChannels() {
       .where(
         and(
           // must be in user's org
-          sql`${channels.organizationId} = (
+          eq(channels.organizationId, orgId),
-            SELECT organization_id FROM organization_members
-            WHERE user_id = ${user.id} LIMIT 1
-          )`,
           // if private, must be a member
           sql`(${channels.isPrivate} = 0 OR ${channelMembers.userId} IS NOT NULL)`,
           // not archived
@@ -107,6 +107,11 @@ export async function getChannel(channelId: string) {
       return { success: false, error: "Channel not found" }
     }
 
+    const orgId = requireOrg(user)
+    if (channel.organizationId !== orgId) {
+      return { success: false, error: "Channel not found" }
+    }
+
     // if private, check membership
     if (channel.isPrivate) {
       const membership = await db
@@ -162,24 +167,17 @@ export async function createChannel(data: {
       return { success: false, error: "Unauthorized" }
     }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     // only office+ can create channels
     requirePermission(user, "channels", "create")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
-    // get user's organization
-    const orgMember = await db
-      .select({ organizationId: organizationMembers.organizationId })
-      .from(organizationMembers)
-      .where(eq(organizationMembers.userId, user.id))
-      .limit(1)
-      .then((rows) => rows[0] ?? null)
-
-    if (!orgMember) {
-      return { success: false, error: "No organization found" }
-    }
-
     const now = new Date().toISOString()
     const channelId = crypto.randomUUID()
 
@@ -188,7 +186,7 @@ export async function createChannel(data: {
       name: data.name,
       type: data.type,
       description: data.description ?? null,
-      organizationId: orgMember.organizationId,
+      organizationId: orgId,
       projectId: data.projectId ?? null,
       categoryId: data.categoryId ?? null,
       isPrivate: data.isPrivate ?? false,
@@ -242,6 +240,10 @@ export async function joinChannel(channelId: string) {
       return { success: false, error: "Unauthorized" }
     }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
@@ -257,6 +259,11 @@ export async function joinChannel(channelId: string) {
       return { success: false, error: "Channel not found" }
     }
 
+    const orgId = requireOrg(user)
+    if (channel.organizationId !== orgId) {
+      return { success: false, error: "Channel not found" }
+    }
+
     if (channel.isPrivate) {
       return {
         success: false,

src/app/actions/credit-memos.ts

@@ -1,34 +1,76 @@
 "use server"
 
 import { getCloudflareContext } from "@opennextjs/cloudflare"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { getDb } from "@/db"
 import { creditMemos, type NewCreditMemo } from "@/db/schema-netsuite"
-import { getCurrentUser } from "@/lib/auth"
+import { projects } from "@/db/schema"
+import { requireAuth } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getCreditMemos() {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "finance", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
-  return db.select().from(creditMemos)
+  // join through projects to filter by org
+  return db
+    .select({
+      id: creditMemos.id,
+      netsuiteId: creditMemos.netsuiteId,
+      customerId: creditMemos.customerId,
+      projectId: creditMemos.projectId,
+      memoNumber: creditMemos.memoNumber,
+      status: creditMemos.status,
+      issueDate: creditMemos.issueDate,
+      total: creditMemos.total,
+      amountApplied: creditMemos.amountApplied,
+      amountRemaining: creditMemos.amountRemaining,
+      memo: creditMemos.memo,
+      lineItems: creditMemos.lineItems,
+      createdAt: creditMemos.createdAt,
+      updatedAt: creditMemos.updatedAt,
+    })
+    .from(creditMemos)
+    .innerJoin(projects, eq(creditMemos.projectId, projects.id))
+    .where(eq(projects.organizationId, orgId))
 }
 
 export async function getCreditMemo(id: string) {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "finance", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
+  // join through project to verify org
   const rows = await db
-    .select()
+    .select({
+      id: creditMemos.id,
+      netsuiteId: creditMemos.netsuiteId,
+      customerId: creditMemos.customerId,
+      projectId: creditMemos.projectId,
+      memoNumber: creditMemos.memoNumber,
+      status: creditMemos.status,
+      issueDate: creditMemos.issueDate,
+      total: creditMemos.total,
+      amountApplied: creditMemos.amountApplied,
+      amountRemaining: creditMemos.amountRemaining,
+      memo: creditMemos.memo,
+      lineItems: creditMemos.lineItems,
+      createdAt: creditMemos.createdAt,
+      updatedAt: creditMemos.updatedAt,
+    })
     .from(creditMemos)
-    .where(eq(creditMemos.id, id))
+    .innerJoin(projects, eq(creditMemos.projectId, projects.id))
+    .where(and(eq(creditMemos.id, id), eq(projects.organizationId, orgId)))
     .limit(1)
 
   return rows[0] ?? null
@@ -38,12 +80,29 @@ export async function createCreditMemo(
   data: Omit<NewCreditMemo, "id" | "createdAt" | "updatedAt">
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "create")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify project belongs to org if provided
+    if (data.projectId) {
+      const [project] = await db
+        .select()
+        .from(projects)
+        .where(and(eq(projects.id, data.projectId), eq(projects.organizationId, orgId)))
+        .limit(1)
+
+      if (!project) {
+        return { success: false, error: "Project not found or access denied" }
+      }
+    }
+
     const now = new Date().toISOString()
     const id = crypto.randomUUID()
 
@@ -72,12 +131,28 @@ export async function updateCreditMemo(
   data: Partial<NewCreditMemo>
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "update")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify credit memo belongs to org via project
+    const [existing] = await db
+      .select({ projectId: creditMemos.projectId })
+      .from(creditMemos)
+      .innerJoin(projects, eq(creditMemos.projectId, projects.id))
+      .where(and(eq(creditMemos.id, id), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!existing) {
+      return { success: false, error: "Credit memo not found or access denied" }
+    }
+
     await db
       .update(creditMemos)
       .set({ ...data, updatedAt: new Date().toISOString() })
@@ -98,12 +173,28 @@ export async function updateCreditMemo(
 
 export async function deleteCreditMemo(id: string) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "delete")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify credit memo belongs to org via project
+    const [existing] = await db
+      .select({ projectId: creditMemos.projectId })
+      .from(creditMemos)
+      .innerJoin(projects, eq(creditMemos.projectId, projects.id))
+      .where(and(eq(creditMemos.id, id), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!existing) {
+      return { success: false, error: "Credit memo not found or access denied" }
+    }
+
     await db.delete(creditMemos).where(eq(creditMemos.id, id))
 
     revalidatePath("/dashboard/financials")

src/app/actions/customers.ts

@@ -1,26 +1,30 @@
 "use server"
 
 import { getCloudflareContext } from "@opennextjs/cloudflare"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { getDb } from "@/db"
 import { customers, type NewCustomer } from "@/db/schema"
-import { getCurrentUser } from "@/lib/auth"
+import { requireAuth } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getCustomers() {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "customer", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
-  return db.select().from(customers)
+  return db.select().from(customers).where(eq(customers.organizationId, orgId))
 }
 
 export async function getCustomer(id: string) {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "customer", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
@@ -28,18 +32,22 @@ export async function getCustomer(id: string) {
   const rows = await db
     .select()
     .from(customers)
-    .where(eq(customers.id, id))
+    .where(and(eq(customers.id, id), eq(customers.organizationId, orgId)))
     .limit(1)
 
   return rows[0] ?? null
 }
 
 export async function createCustomer(
-  data: Omit<NewCustomer, "id" | "createdAt" | "updatedAt">
+  data: Omit<NewCustomer, "id" | "createdAt" | "updatedAt" | "organizationId">
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "customer", "create")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
@@ -49,6 +57,7 @@ export async function createCustomer(
 
     await db.insert(customers).values({
       id,
+      organizationId: orgId,
       ...data,
       createdAt: now,
       updatedAt: now,
@@ -70,8 +79,12 @@ export async function updateCustomer(
   data: Partial<NewCustomer>
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "customer", "update")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
@@ -79,7 +92,7 @@ export async function updateCustomer(
     await db
       .update(customers)
       .set({ ...data, updatedAt: new Date().toISOString() })
-      .where(eq(customers.id, id))
+      .where(and(eq(customers.id, id), eq(customers.organizationId, orgId)))
 
     revalidatePath("/dashboard/customers")
     return { success: true }
@@ -94,13 +107,19 @@ export async function updateCustomer(
 
 export async function deleteCustomer(id: string) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "customer", "delete")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
-    await db.delete(customers).where(eq(customers.id, id))
+    await db
+      .delete(customers)
+      .where(and(eq(customers.id, id), eq(customers.organizationId, orgId)))
 
     revalidatePath("/dashboard/customers")
     return { success: true }

src/app/actions/dashboards.ts

@@ -1,10 +1,14 @@
 "use server"
 
-import { eq, and, desc } from "drizzle-orm"
+import { eq, and, desc, inArray } from "drizzle-orm"
 import { getCloudflareContext } from "@opennextjs/cloudflare"
 import { getDb } from "@/db"
 import { customDashboards } from "@/db/schema-dashboards"
+import { customers, vendors, projects, scheduleTasks } from "@/db/schema"
+import { invoices, vendorBills } from "@/db/schema-netsuite"
 import { getCurrentUser } from "@/lib/auth"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 import { revalidatePath } from "next/cache"
 
 const MAX_DASHBOARDS = 5
@@ -109,6 +113,10 @@ export async function saveCustomDashboard(
   const user = await getCurrentUser()
   if (!user) return { success: false, error: "not authenticated" }
 
+  if (isDemoUser(user.id)) {
+    return { success: false, error: "DEMO_READ_ONLY" }
+  }
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
@@ -171,6 +179,10 @@ export async function deleteCustomDashboard(
   const user = await getCurrentUser()
   if (!user) return { success: false, error: "not authenticated" }
 
+  if (isDemoUser(user.id)) {
+    return { success: false, error: "DEMO_READ_ONLY" }
+  }
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
@@ -207,6 +219,8 @@ export async function executeDashboardQueries(
   const user = await getCurrentUser()
   if (!user) return { success: false, error: "not authenticated" }
 
+  const orgId = requireOrg(user)
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
@@ -228,10 +242,15 @@ export async function executeDashboardQueries(
             limit: cap,
             ...(q.search
               ? {
-                  where: (c, { like }) =>
+                  where: (c, { like, eq, and }) =>
-                    like(c.name, `%${q.search}%`),
+                    and(
+                      eq(c.organizationId, orgId),
+                      like(c.name, `%${q.search}%`),
+                    ),
                 }
-              : {}),
+              : {
+                  where: (c, { eq }) => eq(c.organizationId, orgId),
+                }),
           })
           dataContext[q.key] = { data: rows, count: rows.length }
           break
@@ -241,10 +260,15 @@ export async function executeDashboardQueries(
             limit: cap,
             ...(q.search
               ? {
-                  where: (v, { like }) =>
+                  where: (v, { like, eq, and }) =>
-                    like(v.name, `%${q.search}%`),
+                    and(
+                      eq(v.organizationId, orgId),
+                      like(v.name, `%${q.search}%`),
+                    ),
                 }
-              : {}),
+              : {
+                  where: (v, { eq }) => eq(v.organizationId, orgId),
+                }),
           })
           dataContext[q.key] = { data: rows, count: rows.length }
           break
@@ -254,38 +278,76 @@ export async function executeDashboardQueries(
             limit: cap,
             ...(q.search
               ? {
-                  where: (p, { like }) =>
+                  where: (p, { like, eq, and }) =>
-                    like(p.name, `%${q.search}%`),
+                    and(
+                      eq(p.organizationId, orgId),
+                      like(p.name, `%${q.search}%`),
+                    ),
                 }
-              : {}),
+              : {
+                  where: (p, { eq }) => eq(p.organizationId, orgId),
+                }),
           })
           dataContext[q.key] = { data: rows, count: rows.length }
           break
         }
         case "invoices": {
-          const rows = await db.query.invoices.findMany({
+          const orgProjects = await db
-            limit: cap,
+            .select({ id: projects.id })
-          })
+            .from(projects)
+            .where(eq(projects.organizationId, orgId))
+          const projectIds = orgProjects.map((p) => p.id)
+          const rows =
+            projectIds.length > 0
+              ? await db.query.invoices.findMany({
+                  limit: cap,
+                  where: (inv, { inArray }) => inArray(inv.projectId, projectIds),
+                })
+              : []
           dataContext[q.key] = { data: rows, count: rows.length }
           break
         }
         case "vendor_bills": {
-          const rows = await db.query.vendorBills.findMany({
+          const orgProjects = await db
-            limit: cap,
+            .select({ id: projects.id })
-          })
+            .from(projects)
+            .where(eq(projects.organizationId, orgId))
+          const projectIds = orgProjects.map((p) => p.id)
+          const rows =
+            projectIds.length > 0
+              ? await db.query.vendorBills.findMany({
+                  limit: cap,
+                  where: (bill, { inArray }) =>
+                    inArray(bill.projectId, projectIds),
+                })
+              : []
           dataContext[q.key] = { data: rows, count: rows.length }
           break
         }
         case "schedule_tasks": {
-          const rows = await db.query.scheduleTasks.findMany({
+          const orgProjects = await db
-            limit: cap,
+            .select({ id: projects.id })
-            ...(q.search
+            .from(projects)
-              ? {
+            .where(eq(projects.organizationId, orgId))
-                  where: (t, { like }) =>
+          const projectIds = orgProjects.map((p) => p.id)
-                    like(t.title, `%${q.search}%`),
+          const rows =
-                }
+            projectIds.length > 0
-              : {}),
+              ? await db.query.scheduleTasks.findMany({
-          })
+                  limit: cap,
+                  ...(q.search
+                    ? {
+                        where: (t, { like, inArray, and }) =>
+                          and(
+                            inArray(t.projectId, projectIds),
+                            like(t.title, `%${q.search}%`),
+                          ),
+                      }
+                    : {
+                        where: (t, { inArray }) =>
+                          inArray(t.projectId, projectIds),
+                      }),
+                })
+              : []
           dataContext[q.key] = { data: rows, count: rows.length }
           break
         }
@@ -294,9 +356,13 @@ export async function executeDashboardQueries(
             const row = await db.query.projects.findFirst({
               where: (p, { eq: e }) => e(p.id, q.id!),
             })
-            dataContext[q.key] = row
+            if (row && row.organizationId !== orgId) {
-              ? { data: row }
+              dataContext[q.key] = { error: "not found" }
-              : { error: "not found" }
+            } else {
+              dataContext[q.key] = row
+                ? { data: row }
+                : { error: "not found" }
+            }
           }
           break
         }
@@ -305,9 +371,13 @@ export async function executeDashboardQueries(
             const row = await db.query.customers.findFirst({
               where: (c, { eq: e }) => e(c.id, q.id!),
             })
-            dataContext[q.key] = row
+            if (row && row.organizationId !== orgId) {
-              ? { data: row }
+              dataContext[q.key] = { error: "not found" }
-              : { error: "not found" }
+            } else {
+              dataContext[q.key] = row
+                ? { data: row }
+                : { error: "not found" }
+            }
           }
           break
         }
@@ -316,9 +386,13 @@ export async function executeDashboardQueries(
             const row = await db.query.vendors.findFirst({
               where: (v, { eq: e }) => e(v.id, q.id!),
             })
-            dataContext[q.key] = row
+            if (row && row.organizationId !== orgId) {
-              ? { data: row }
+              dataContext[q.key] = { error: "not found" }
-              : { error: "not found" }
+            } else {
+              dataContext[q.key] = row
+                ? { data: row }
+                : { error: "not found" }
+            }
           }
           break
         }

src/app/actions/groups.ts

@@ -3,21 +3,27 @@
 import { getCloudflareContext } from "@opennextjs/cloudflare"
 import { getDb } from "@/db"
 import { groups, type Group, type NewGroup } from "@/db/schema"
-import { getCurrentUser } from "@/lib/auth"
+import { requireAuth } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getGroups(): Promise<Group[]> {
   try {
-    const currentUser = await getCurrentUser()
+    const currentUser = await requireAuth()
     requirePermission(currentUser, "group", "read")
+    const orgId = requireOrg(currentUser)
 
     const { env } = await getCloudflareContext()
     if (!env?.DB) return []
 
     const db = getDb(env.DB)
-    const allGroups = await db.select().from(groups)
+    const allGroups = await db
+      .select()
+      .from(groups)
+      .where(eq(groups.organizationId, orgId))
 
     return allGroups
   } catch (error) {
@@ -27,14 +33,17 @@ export async function getGroups(): Promise<Group[]> {
 }
 
 export async function createGroup(
-  organizationId: string,
   name: string,
   description?: string,
   color?: string
 ): Promise<{ success: boolean; error?: string; data?: Group }> {
   try {
-    const currentUser = await getCurrentUser()
+    const currentUser = await requireAuth()
+    if (isDemoUser(currentUser.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(currentUser, "group", "create")
+    const orgId = requireOrg(currentUser)
 
     const { env } = await getCloudflareContext()
     if (!env?.DB) {
@@ -46,7 +55,7 @@ export async function createGroup(
 
     const newGroup: NewGroup = {
       id: crypto.randomUUID(),
-      organizationId,
+      organizationId: orgId,
       name,
       description: description ?? null,
       color: color ?? null,
@@ -70,8 +79,12 @@ export async function deleteGroup(
   groupId: string
 ): Promise<{ success: boolean; error?: string }> {
   try {
-    const currentUser = await getCurrentUser()
+    const currentUser = await requireAuth()
+    if (isDemoUser(currentUser.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(currentUser, "group", "delete")
+    const orgId = requireOrg(currentUser)
 
     const { env } = await getCloudflareContext()
     if (!env?.DB) {
@@ -80,7 +93,10 @@ export async function deleteGroup(
 
     const db = getDb(env.DB)
 
-    await db.delete(groups).where(eq(groups.id, groupId)).run()
+    await db
+      .delete(groups)
+      .where(and(eq(groups.id, groupId), eq(groups.organizationId, orgId)))
+      .run()
 
     revalidatePath("/dashboard/people")
     return { success: true }

src/app/actions/invoices.ts

@@ -1,40 +1,100 @@
 "use server"
 
 import { getCloudflareContext } from "@opennextjs/cloudflare"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { getDb } from "@/db"
 import { invoices, type NewInvoice } from "@/db/schema-netsuite"
-import { getCurrentUser } from "@/lib/auth"
+import { projects } from "@/db/schema"
+import { requireAuth } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getInvoices(projectId?: string) {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "finance", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
   if (projectId) {
+    // verify project belongs to org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      throw new Error("Project not found or access denied")
+    }
+
     return db
       .select()
       .from(invoices)
       .where(eq(invoices.projectId, projectId))
   }
-  return db.select().from(invoices)
+
+  // join through projects to filter by org
+  return db
+    .select({
+      id: invoices.id,
+      netsuiteId: invoices.netsuiteId,
+      customerId: invoices.customerId,
+      projectId: invoices.projectId,
+      invoiceNumber: invoices.invoiceNumber,
+      status: invoices.status,
+      issueDate: invoices.issueDate,
+      dueDate: invoices.dueDate,
+      subtotal: invoices.subtotal,
+      tax: invoices.tax,
+      total: invoices.total,
+      amountPaid: invoices.amountPaid,
+      amountDue: invoices.amountDue,
+      memo: invoices.memo,
+      lineItems: invoices.lineItems,
+      createdAt: invoices.createdAt,
+      updatedAt: invoices.updatedAt,
+    })
+    .from(invoices)
+    .innerJoin(projects, eq(invoices.projectId, projects.id))
+    .where(eq(projects.organizationId, orgId))
 }
 
 export async function getInvoice(id: string) {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "finance", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
+  // join through project to verify org
   const rows = await db
-    .select()
+    .select({
+      id: invoices.id,
+      netsuiteId: invoices.netsuiteId,
+      customerId: invoices.customerId,
+      projectId: invoices.projectId,
+      invoiceNumber: invoices.invoiceNumber,
+      status: invoices.status,
+      issueDate: invoices.issueDate,
+      dueDate: invoices.dueDate,
+      subtotal: invoices.subtotal,
+      tax: invoices.tax,
+      total: invoices.total,
+      amountPaid: invoices.amountPaid,
+      amountDue: invoices.amountDue,
+      memo: invoices.memo,
+      lineItems: invoices.lineItems,
+      createdAt: invoices.createdAt,
+      updatedAt: invoices.updatedAt,
+    })
     .from(invoices)
-    .where(eq(invoices.id, id))
+    .innerJoin(projects, eq(invoices.projectId, projects.id))
+    .where(and(eq(invoices.id, id), eq(projects.organizationId, orgId)))
     .limit(1)
 
   return rows[0] ?? null
@@ -44,12 +104,29 @@ export async function createInvoice(
   data: Omit<NewInvoice, "id" | "createdAt" | "updatedAt">
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "create")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify project belongs to org if provided
+    if (data.projectId) {
+      const [project] = await db
+        .select()
+        .from(projects)
+        .where(and(eq(projects.id, data.projectId), eq(projects.organizationId, orgId)))
+        .limit(1)
+
+      if (!project) {
+        return { success: false, error: "Project not found or access denied" }
+      }
+    }
+
     const now = new Date().toISOString()
     const id = crypto.randomUUID()
 
@@ -75,12 +152,28 @@ export async function updateInvoice(
   data: Partial<NewInvoice>
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "update")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify invoice belongs to org via project
+    const [existing] = await db
+      .select({ projectId: invoices.projectId })
+      .from(invoices)
+      .innerJoin(projects, eq(invoices.projectId, projects.id))
+      .where(and(eq(invoices.id, id), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!existing) {
+      return { success: false, error: "Invoice not found or access denied" }
+    }
+
     await db
       .update(invoices)
       .set({ ...data, updatedAt: new Date().toISOString() })
@@ -98,12 +191,28 @@ export async function updateInvoice(
 
 export async function deleteInvoice(id: string) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "delete")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify invoice belongs to org via project
+    const [existing] = await db
+      .select({ projectId: invoices.projectId })
+      .from(invoices)
+      .innerJoin(projects, eq(invoices.projectId, projects.id))
+      .where(and(eq(invoices.id, id), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!existing) {
+      return { success: false, error: "Invoice not found or access denied" }
+    }
+
     await db.delete(invoices).where(eq(invoices.id, id))
 
     revalidatePath("/dashboard/financials")

src/app/actions/mcp-keys.ts

@@ -10,6 +10,7 @@ import {
   hashApiKey,
 } from "@/lib/mcp/auth"
 import { revalidatePath } from "next/cache"
+import { isDemoUser } from "@/lib/demo"
 
 export async function createApiKey(
   name: string,
@@ -24,6 +25,10 @@ export async function createApiKey(
       return { success: false, error: "Unauthorized" }
     }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
     const now = new Date().toISOString()
@@ -129,6 +134,10 @@ export async function revokeApiKey(
       return { success: false, error: "Unauthorized" }
     }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
@@ -179,6 +188,10 @@ export async function deleteApiKey(
       return { success: false, error: "Unauthorized" }
     }
 
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 

src/app/actions/organizations.ts

@@ -2,27 +2,42 @@
 
 import { getCloudflareContext } from "@opennextjs/cloudflare"
 import { getDb } from "@/db"
-import { organizations, type Organization, type NewOrganization } from "@/db/schema"
+import { organizations, organizationMembers, type Organization, type NewOrganization } from "@/db/schema"
 import { getCurrentUser } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { revalidatePath } from "next/cache"
+import { cookies } from "next/headers"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getOrganizations(): Promise<Organization[]> {
   try {
     const currentUser = await getCurrentUser()
+    if (!currentUser) return []
     requirePermission(currentUser, "organization", "read")
 
     const { env } = await getCloudflareContext()
     if (!env?.DB) return []
 
     const db = getDb(env.DB)
-    const allOrganizations = await db
-      .select()
-      .from(organizations)
-      .where(eq(organizations.isActive, true))
 
-    return allOrganizations
+    // filter to orgs the user is a member of
+    const userOrgs = await db
+      .select({
+        id: organizations.id,
+        name: organizations.name,
+        slug: organizations.slug,
+        type: organizations.type,
+        logoUrl: organizations.logoUrl,
+        isActive: organizations.isActive,
+        createdAt: organizations.createdAt,
+        updatedAt: organizations.updatedAt,
+      })
+      .from(organizations)
+      .innerJoin(organizationMembers, eq(organizations.id, organizationMembers.organizationId))
+      .where(and(eq(organizations.isActive, true), eq(organizationMembers.userId, currentUser.id)))
+
+    return userOrgs
   } catch (error) {
     console.error("Error fetching organizations:", error)
     return []
@@ -32,10 +47,16 @@ export async function getOrganizations(): Promise<Organization[]> {
 export async function createOrganization(
   name: string,
   slug: string,
-  type: "internal" | "client"
+  type: "internal" | "client" | "personal" | "demo"
 ): Promise<{ success: boolean; error?: string; data?: Organization }> {
   try {
     const currentUser = await getCurrentUser()
+    if (!currentUser) {
+      return { success: false, error: "Unauthorized" }
+    }
+    if (isDemoUser(currentUser.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(currentUser, "organization", "create")
 
     const { env } = await getCloudflareContext()
@@ -80,3 +101,95 @@ export async function createOrganization(
     }
   }
 }
+
+export async function getUserOrganizations(): Promise<
+  ReadonlyArray<{
+    readonly id: string
+    readonly name: string
+    readonly slug: string
+    readonly type: string
+    readonly role: string
+  }>
+> {
+  try {
+    const currentUser = await getCurrentUser()
+    if (!currentUser) return []
+
+    const { env } = await getCloudflareContext()
+    if (!env?.DB) return []
+
+    const db = getDb(env.DB)
+    const results = await db
+      .select({
+        id: organizations.id,
+        name: organizations.name,
+        slug: organizations.slug,
+        type: organizations.type,
+        role: organizationMembers.role,
+      })
+      .from(organizationMembers)
+      .innerJoin(
+        organizations,
+        eq(organizations.id, organizationMembers.organizationId)
+      )
+      .where(eq(organizationMembers.userId, currentUser.id))
+
+    return results
+  } catch (error) {
+    console.error("Error fetching user organizations:", error)
+    return []
+  }
+}
+
+export async function switchOrganization(
+  orgId: string
+): Promise<{ success: boolean; error?: string }> {
+  try {
+    const currentUser = await getCurrentUser()
+    if (!currentUser) {
+      return { success: false, error: "Not authenticated" }
+    }
+
+    const { env } = await getCloudflareContext()
+    if (!env?.DB) {
+      return { success: false, error: "Database not available" }
+    }
+
+    const db = getDb(env.DB)
+
+    // verify user is member of target org
+    const membership = await db
+      .select()
+      .from(organizationMembers)
+      .where(
+        and(
+          eq(organizationMembers.organizationId, orgId),
+          eq(organizationMembers.userId, currentUser.id)
+        )
+      )
+      .get()
+
+    if (!membership) {
+      return { success: false, error: "Not a member of this organization" }
+    }
+
+    // set compass-active-org cookie
+    const cookieStore = await cookies()
+    cookieStore.set("compass-active-org", orgId, {
+      httpOnly: true,
+      secure: process.env.NODE_ENV === "production",
+      sameSite: "lax",
+      path: "/",
+      maxAge: 60 * 60 * 24 * 365, // 1 year
+    })
+
+    revalidatePath("/dashboard")
+    return { success: true }
+  } catch (error) {
+    console.error("Error switching organization:", error)
+    return {
+      success: false,
+      error: error instanceof Error ? error.message : "Unknown error",
+    }
+  }
+}

src/app/actions/payments.ts

@@ -1,34 +1,74 @@
 "use server"
 
 import { getCloudflareContext } from "@opennextjs/cloudflare"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { getDb } from "@/db"
 import { payments, type NewPayment } from "@/db/schema-netsuite"
-import { getCurrentUser } from "@/lib/auth"
+import { projects } from "@/db/schema"
+import { requireAuth } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getPayments() {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "finance", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
-  return db.select().from(payments)
+  // join through projects to filter by org
+  return db
+    .select({
+      id: payments.id,
+      netsuiteId: payments.netsuiteId,
+      customerId: payments.customerId,
+      vendorId: payments.vendorId,
+      projectId: payments.projectId,
+      paymentType: payments.paymentType,
+      amount: payments.amount,
+      paymentDate: payments.paymentDate,
+      paymentMethod: payments.paymentMethod,
+      referenceNumber: payments.referenceNumber,
+      memo: payments.memo,
+      createdAt: payments.createdAt,
+      updatedAt: payments.updatedAt,
+    })
+    .from(payments)
+    .innerJoin(projects, eq(payments.projectId, projects.id))
+    .where(eq(projects.organizationId, orgId))
 }
 
 export async function getPayment(id: string) {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "finance", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
+  // join through project to verify org
   const rows = await db
-    .select()
+    .select({
+      id: payments.id,
+      netsuiteId: payments.netsuiteId,
+      customerId: payments.customerId,
+      vendorId: payments.vendorId,
+      projectId: payments.projectId,
+      paymentType: payments.paymentType,
+      amount: payments.amount,
+      paymentDate: payments.paymentDate,
+      paymentMethod: payments.paymentMethod,
+      referenceNumber: payments.referenceNumber,
+      memo: payments.memo,
+      createdAt: payments.createdAt,
+      updatedAt: payments.updatedAt,
+    })
     .from(payments)
-    .where(eq(payments.id, id))
+    .innerJoin(projects, eq(payments.projectId, projects.id))
+    .where(and(eq(payments.id, id), eq(projects.organizationId, orgId)))
     .limit(1)
 
   return rows[0] ?? null
@@ -38,12 +78,29 @@ export async function createPayment(
   data: Omit<NewPayment, "id" | "createdAt" | "updatedAt">
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "create")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify project belongs to org if provided
+    if (data.projectId) {
+      const [project] = await db
+        .select()
+        .from(projects)
+        .where(and(eq(projects.id, data.projectId), eq(projects.organizationId, orgId)))
+        .limit(1)
+
+      if (!project) {
+        return { success: false, error: "Project not found or access denied" }
+      }
+    }
+
     const now = new Date().toISOString()
     const id = crypto.randomUUID()
 
@@ -70,12 +127,28 @@ export async function updatePayment(
   data: Partial<NewPayment>
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "update")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify payment belongs to org via project
+    const [existing] = await db
+      .select({ projectId: payments.projectId })
+      .from(payments)
+      .innerJoin(projects, eq(payments.projectId, projects.id))
+      .where(and(eq(payments.id, id), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!existing) {
+      return { success: false, error: "Payment not found or access denied" }
+    }
+
     await db
       .update(payments)
       .set({ ...data, updatedAt: new Date().toISOString() })
@@ -94,12 +167,28 @@ export async function updatePayment(
 
 export async function deletePayment(id: string) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "delete")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify payment belongs to org via project
+    const [existing] = await db
+      .select({ projectId: payments.projectId })
+      .from(payments)
+      .innerJoin(projects, eq(payments.projectId, projects.id))
+      .where(and(eq(payments.id, id), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!existing) {
+      return { success: false, error: "Payment not found or access denied" }
+    }
+
     await db.delete(payments).where(eq(payments.id, id))
 
     revalidatePath("/dashboard/financials")

src/app/actions/plugins.ts

@@ -11,6 +11,7 @@ import {
 import { getCurrentUser } from "@/lib/auth"
 import { fetchSkillFromGitHub } from "@/lib/agent/plugins/skills-client"
 import { clearRegistryCache } from "@/lib/agent/plugins/registry"
+import { isDemoUser } from "@/lib/demo"
 
 function skillId(source: string): string {
   return "skill-" + source.replace(/\//g, "-").toLowerCase()
@@ -23,6 +24,10 @@ export async function installSkill(source: string): Promise<
   const user = await getCurrentUser()
   if (!user) return { success: false, error: "not authenticated" }
 
+  if (isDemoUser(user.id)) {
+    return { success: false, error: "DEMO_READ_ONLY" }
+  }
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
@@ -103,6 +108,10 @@ export async function uninstallSkill(pluginId: string): Promise<
   const user = await getCurrentUser()
   if (!user) return { success: false, error: "not authenticated" }
 
+  if (isDemoUser(user.id)) {
+    return { success: false, error: "DEMO_READ_ONLY" }
+  }
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
@@ -137,6 +146,10 @@ export async function toggleSkill(
   const user = await getCurrentUser()
   if (!user) return { success: false, error: "not authenticated" }
 
+  if (isDemoUser(user.id)) {
+    return { success: false, error: "DEMO_READ_ONLY" }
+  }
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
   const now = new Date().toISOString()

src/app/actions/projects.ts

@@ -3,10 +3,15 @@
 import { getCloudflareContext } from "@opennextjs/cloudflare"
 import { getDb } from "@/db"
 import { projects } from "@/db/schema"
-import { asc } from "drizzle-orm"
+import { asc, eq } from "drizzle-orm"
+import { requireAuth } from "@/lib/auth"
+import { requireOrg } from "@/lib/org-scope"
 
 export async function getProjects(): Promise<{ id: string; name: string }[]> {
   try {
+    const user = await requireAuth()
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     if (!env?.DB) return []
 
@@ -14,6 +19,7 @@ export async function getProjects(): Promise<{ id: string; name: string }[]> {
     const allProjects = await db
       .select({ id: projects.id, name: projects.name })
       .from(projects)
+      .where(eq(projects.organizationId, orgId))
       .orderBy(asc(projects.name))
 
     return allProjects

src/app/actions/schedule.ts

@@ -8,12 +8,15 @@ import {
   workdayExceptions,
   projects,
 } from "@/db/schema"
-import { eq, asc } from "drizzle-orm"
+import { eq, asc, and } from "drizzle-orm"
 import { revalidatePath } from "next/cache"
 import { calculateEndDate } from "@/lib/schedule/business-days"
 import { findCriticalPath } from "@/lib/schedule/critical-path"
 import { wouldCreateCycle } from "@/lib/schedule/dependency-validation"
 import { propagateDates } from "@/lib/schedule/propagate-dates"
+import { requireAuth } from "@/lib/auth"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 import type {
   TaskStatus,
   DependencyType,
@@ -42,9 +45,23 @@ async function fetchExceptions(
 export async function getSchedule(
   projectId: string
 ): Promise<ScheduleData> {
+  const user = await requireAuth()
+  const orgId = requireOrg(user)
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
+  // verify project belongs to user's org
+  const [project] = await db
+    .select()
+    .from(projects)
+    .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+    .limit(1)
+
+  if (!project) {
+    throw new Error("Project not found or access denied")
+  }
+
   const tasks = await db
     .select()
     .from(scheduleTasks)
@@ -86,9 +103,26 @@ export async function createTask(
   }
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Project not found or access denied" }
+    }
+
     const exceptions = await fetchExceptions(db, projectId)
     const endDate = calculateEndDate(
       data.startDate, data.workdays, exceptions
@@ -146,6 +180,12 @@ export async function updateTask(
   }
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
@@ -157,6 +197,17 @@ export async function updateTask(
 
     if (!task) return { success: false, error: "Task not found" }
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, task.projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Access denied" }
+    }
+
     const exceptions = await fetchExceptions(db, task.projectId)
     const startDate = data.startDate ?? task.startDate
     const workdays = data.workdays ?? task.workdays
@@ -223,6 +274,12 @@ export async function deleteTask(
   taskId: string
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
@@ -234,6 +291,17 @@ export async function deleteTask(
 
     if (!task) return { success: false, error: "Task not found" }
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, task.projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Access denied" }
+    }
+
     await db.delete(scheduleTasks).where(eq(scheduleTasks.id, taskId))
     await recalcCriticalPath(db, task.projectId)
     revalidatePath(`/dashboard/projects/${task.projectId}/schedule`)
@@ -249,9 +317,26 @@ export async function reorderTasks(
   items: { id: string; sortOrder: number }[]
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Project not found or access denied" }
+    }
+
     for (const item of items) {
       await db
         .update(scheduleTasks)
@@ -275,9 +360,26 @@ export async function createDependency(data: {
   projectId: string
 }): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, data.projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Project not found or access denied" }
+    }
+
     // get existing deps for cycle check
     const schedule = await getSchedule(data.projectId)
 
@@ -327,9 +429,26 @@ export async function deleteDependency(
   projectId: string
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Project not found or access denied" }
+    }
+
     await db.delete(taskDependencies).where(eq(taskDependencies.id, depId))
     await recalcCriticalPath(db, projectId)
     revalidatePath(`/dashboard/projects/${projectId}/schedule`)
@@ -345,6 +464,12 @@ export async function updateTaskStatus(
   status: TaskStatus
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
@@ -356,6 +481,17 @@ export async function updateTaskStatus(
 
     if (!task) return { success: false, error: "Task not found" }
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, task.projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Access denied" }
+    }
+
     await db
       .update(scheduleTasks)
       .set({ status, updatedAt: new Date().toISOString() })

src/app/actions/teams.ts

@@ -3,21 +3,27 @@
 import { getCloudflareContext } from "@opennextjs/cloudflare"
 import { getDb } from "@/db"
 import { teams, type Team, type NewTeam } from "@/db/schema"
-import { getCurrentUser } from "@/lib/auth"
+import { requireAuth } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getTeams(): Promise<Team[]> {
   try {
-    const currentUser = await getCurrentUser()
+    const currentUser = await requireAuth()
     requirePermission(currentUser, "team", "read")
+    const orgId = requireOrg(currentUser)
 
     const { env } = await getCloudflareContext()
     if (!env?.DB) return []
 
     const db = getDb(env.DB)
-    const allTeams = await db.select().from(teams)
+    const allTeams = await db
+      .select()
+      .from(teams)
+      .where(eq(teams.organizationId, orgId))
 
     return allTeams
   } catch (error) {
@@ -27,13 +33,16 @@ export async function getTeams(): Promise<Team[]> {
 }
 
 export async function createTeam(
-  organizationId: string,
   name: string,
   description?: string
 ): Promise<{ success: boolean; error?: string; data?: Team }> {
   try {
-    const currentUser = await getCurrentUser()
+    const currentUser = await requireAuth()
+    if (isDemoUser(currentUser.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(currentUser, "team", "create")
+    const orgId = requireOrg(currentUser)
 
     const { env } = await getCloudflareContext()
     if (!env?.DB) {
@@ -45,7 +54,7 @@ export async function createTeam(
 
     const newTeam: NewTeam = {
       id: crypto.randomUUID(),
-      organizationId,
+      organizationId: orgId,
       name,
       description: description ?? null,
       createdAt: now,
@@ -68,8 +77,12 @@ export async function deleteTeam(
   teamId: string
 ): Promise<{ success: boolean; error?: string }> {
   try {
-    const currentUser = await getCurrentUser()
+    const currentUser = await requireAuth()
+    if (isDemoUser(currentUser.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(currentUser, "team", "delete")
+    const orgId = requireOrg(currentUser)
 
     const { env } = await getCloudflareContext()
     if (!env?.DB) {
@@ -78,7 +91,10 @@ export async function deleteTeam(
 
     const db = getDb(env.DB)
 
-    await db.delete(teams).where(eq(teams.id, teamId)).run()
+    await db
+      .delete(teams)
+      .where(and(eq(teams.id, teamId), eq(teams.organizationId, orgId)))
+      .run()
 
     revalidatePath("/dashboard/people")
     return { success: true }

src/app/actions/themes.ts

@@ -10,6 +10,7 @@ import {
 import { getCurrentUser } from "@/lib/auth"
 import { findPreset } from "@/lib/theme/presets"
 import { revalidatePath } from "next/cache"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getUserThemePreference(): Promise<
   | { readonly success: true; readonly data: { readonly activeThemeId: string } }
@@ -148,6 +149,10 @@ export async function saveCustomTheme(
   const user = await getCurrentUser()
   if (!user) return { success: false, error: "not authenticated" }
 
+  if (isDemoUser(user.id)) {
+    return { success: false, error: "DEMO_READ_ONLY" }
+  }
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
@@ -191,6 +196,10 @@ export async function deleteCustomTheme(
   const user = await getCurrentUser()
   if (!user) return { success: false, error: "not authenticated" }
 
+  if (isDemoUser(user.id)) {
+    return { success: false, error: "DEMO_READ_ONLY" }
+  }
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 

src/app/actions/vendor-bills.ts

@@ -1,40 +1,100 @@
 "use server"
 
 import { getCloudflareContext } from "@opennextjs/cloudflare"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { getDb } from "@/db"
 import { vendorBills, type NewVendorBill } from "@/db/schema-netsuite"
-import { getCurrentUser } from "@/lib/auth"
+import { projects } from "@/db/schema"
+import { requireAuth } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getVendorBills(projectId?: string) {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "finance", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
   if (projectId) {
+    // verify project belongs to org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      throw new Error("Project not found or access denied")
+    }
+
     return db
       .select()
       .from(vendorBills)
       .where(eq(vendorBills.projectId, projectId))
   }
-  return db.select().from(vendorBills)
+
+  // join through projects to filter by org
+  return db
+    .select({
+      id: vendorBills.id,
+      netsuiteId: vendorBills.netsuiteId,
+      vendorId: vendorBills.vendorId,
+      projectId: vendorBills.projectId,
+      billNumber: vendorBills.billNumber,
+      status: vendorBills.status,
+      billDate: vendorBills.billDate,
+      dueDate: vendorBills.dueDate,
+      subtotal: vendorBills.subtotal,
+      tax: vendorBills.tax,
+      total: vendorBills.total,
+      amountPaid: vendorBills.amountPaid,
+      amountDue: vendorBills.amountDue,
+      memo: vendorBills.memo,
+      lineItems: vendorBills.lineItems,
+      createdAt: vendorBills.createdAt,
+      updatedAt: vendorBills.updatedAt,
+    })
+    .from(vendorBills)
+    .innerJoin(projects, eq(vendorBills.projectId, projects.id))
+    .where(eq(projects.organizationId, orgId))
 }
 
 export async function getVendorBill(id: string) {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "finance", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
+  // join through project to verify org
   const rows = await db
-    .select()
+    .select({
+      id: vendorBills.id,
+      netsuiteId: vendorBills.netsuiteId,
+      vendorId: vendorBills.vendorId,
+      projectId: vendorBills.projectId,
+      billNumber: vendorBills.billNumber,
+      status: vendorBills.status,
+      billDate: vendorBills.billDate,
+      dueDate: vendorBills.dueDate,
+      subtotal: vendorBills.subtotal,
+      tax: vendorBills.tax,
+      total: vendorBills.total,
+      amountPaid: vendorBills.amountPaid,
+      amountDue: vendorBills.amountDue,
+      memo: vendorBills.memo,
+      lineItems: vendorBills.lineItems,
+      createdAt: vendorBills.createdAt,
+      updatedAt: vendorBills.updatedAt,
+    })
     .from(vendorBills)
-    .where(eq(vendorBills.id, id))
+    .innerJoin(projects, eq(vendorBills.projectId, projects.id))
+    .where(and(eq(vendorBills.id, id), eq(projects.organizationId, orgId)))
     .limit(1)
 
   return rows[0] ?? null
@@ -44,12 +104,29 @@ export async function createVendorBill(
   data: Omit<NewVendorBill, "id" | "createdAt" | "updatedAt">
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "create")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify project belongs to org if provided
+    if (data.projectId) {
+      const [project] = await db
+        .select()
+        .from(projects)
+        .where(and(eq(projects.id, data.projectId), eq(projects.organizationId, orgId)))
+        .limit(1)
+
+      if (!project) {
+        return { success: false, error: "Project not found or access denied" }
+      }
+    }
+
     const now = new Date().toISOString()
     const id = crypto.randomUUID()
 
@@ -75,12 +152,28 @@ export async function updateVendorBill(
   data: Partial<NewVendorBill>
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "update")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify bill belongs to org via project
+    const [existing] = await db
+      .select({ projectId: vendorBills.projectId })
+      .from(vendorBills)
+      .innerJoin(projects, eq(vendorBills.projectId, projects.id))
+      .where(and(eq(vendorBills.id, id), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!existing) {
+      return { success: false, error: "Bill not found or access denied" }
+    }
+
     await db
       .update(vendorBills)
       .set({ ...data, updatedAt: new Date().toISOString() })
@@ -98,12 +191,28 @@ export async function updateVendorBill(
 
 export async function deleteVendorBill(id: string) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "finance", "delete")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
+    // verify bill belongs to org via project
+    const [existing] = await db
+      .select({ projectId: vendorBills.projectId })
+      .from(vendorBills)
+      .innerJoin(projects, eq(vendorBills.projectId, projects.id))
+      .where(and(eq(vendorBills.id, id), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!existing) {
+      return { success: false, error: "Bill not found or access denied" }
+    }
+
     await db.delete(vendorBills).where(eq(vendorBills.id, id))
 
     revalidatePath("/dashboard/financials")

src/app/actions/vendors.ts

@@ -1,26 +1,30 @@
 "use server"
 
 import { getCloudflareContext } from "@opennextjs/cloudflare"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { getDb } from "@/db"
 import { vendors, type NewVendor } from "@/db/schema"
-import { getCurrentUser } from "@/lib/auth"
+import { requireAuth } from "@/lib/auth"
 import { requirePermission } from "@/lib/permissions"
 import { revalidatePath } from "next/cache"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 
 export async function getVendors() {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "vendor", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
-  return db.select().from(vendors)
+  return db.select().from(vendors).where(eq(vendors.organizationId, orgId))
 }
 
 export async function getVendor(id: string) {
-  const user = await getCurrentUser()
+  const user = await requireAuth()
   requirePermission(user, "vendor", "read")
+  const orgId = requireOrg(user)
 
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
@@ -28,18 +32,22 @@ export async function getVendor(id: string) {
   const rows = await db
     .select()
     .from(vendors)
-    .where(eq(vendors.id, id))
+    .where(and(eq(vendors.id, id), eq(vendors.organizationId, orgId)))
     .limit(1)
 
   return rows[0] ?? null
 }
 
 export async function createVendor(
-  data: Omit<NewVendor, "id" | "createdAt" | "updatedAt">
+  data: Omit<NewVendor, "id" | "createdAt" | "updatedAt" | "organizationId">
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "vendor", "create")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
@@ -49,6 +57,7 @@ export async function createVendor(
 
     await db.insert(vendors).values({
       id,
+      organizationId: orgId,
       ...data,
       createdAt: now,
       updatedAt: now,
@@ -70,8 +79,12 @@ export async function updateVendor(
   data: Partial<NewVendor>
 ) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "vendor", "update")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
@@ -79,7 +92,7 @@ export async function updateVendor(
     await db
       .update(vendors)
       .set({ ...data, updatedAt: new Date().toISOString() })
-      .where(eq(vendors.id, id))
+      .where(and(eq(vendors.id, id), eq(vendors.organizationId, orgId)))
 
     revalidatePath("/dashboard/vendors")
     return { success: true }
@@ -94,13 +107,19 @@ export async function updateVendor(
 
 export async function deleteVendor(id: string) {
   try {
-    const user = await getCurrentUser()
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
     requirePermission(user, "vendor", "delete")
+    const orgId = requireOrg(user)
 
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
-    await db.delete(vendors).where(eq(vendors.id, id))
+    await db
+      .delete(vendors)
+      .where(and(eq(vendors.id, id), eq(vendors.organizationId, orgId)))
 
     revalidatePath("/dashboard/vendors")
     return { success: true }

src/app/actions/workday-exceptions.ts

@@ -2,9 +2,12 @@
 
 import { getCloudflareContext } from "@opennextjs/cloudflare"
 import { getDb } from "@/db"
-import { workdayExceptions } from "@/db/schema"
+import { workdayExceptions, projects } from "@/db/schema"
-import { eq } from "drizzle-orm"
+import { eq, and } from "drizzle-orm"
 import { revalidatePath } from "next/cache"
+import { requireAuth } from "@/lib/auth"
+import { requireOrg } from "@/lib/org-scope"
+import { isDemoUser } from "@/lib/demo"
 import type {
   WorkdayExceptionData,
   ExceptionCategory,
@@ -14,9 +17,23 @@ import type {
 export async function getWorkdayExceptions(
   projectId: string
 ): Promise<WorkdayExceptionData[]> {
+  const user = await requireAuth()
+  const orgId = requireOrg(user)
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
 
+  // verify project belongs to user's org
+  const [project] = await db
+    .select()
+    .from(projects)
+    .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+    .limit(1)
+
+  if (!project) {
+    throw new Error("Project not found or access denied")
+  }
+
   const rows = await db
     .select()
     .from(workdayExceptions)
@@ -42,8 +59,26 @@ export async function createWorkdayException(
   }
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
+
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Project not found or access denied" }
+    }
+
     const now = new Date().toISOString()
 
     await db.insert(workdayExceptions).values({
@@ -81,6 +116,12 @@ export async function updateWorkdayException(
   }
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
@@ -92,6 +133,17 @@ export async function updateWorkdayException(
 
     if (!existing) return { success: false, error: "Exception not found" }
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, existing.projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Access denied" }
+    }
+
     await db
       .update(workdayExceptions)
       .set({
@@ -120,6 +172,12 @@ export async function deleteWorkdayException(
   exceptionId: string
 ): Promise<{ success: boolean; error?: string }> {
   try {
+    const user = await requireAuth()
+    if (isDemoUser(user.id)) {
+      return { success: false, error: "DEMO_READ_ONLY" }
+    }
+    const orgId = requireOrg(user)
+
     const { env } = await getCloudflareContext()
     const db = getDb(env.DB)
 
@@ -131,6 +189,17 @@ export async function deleteWorkdayException(
 
     if (!existing) return { success: false, error: "Exception not found" }
 
+    // verify project belongs to user's org
+    const [project] = await db
+      .select()
+      .from(projects)
+      .where(and(eq(projects.id, existing.projectId), eq(projects.organizationId, orgId)))
+      .limit(1)
+
+    if (!project) {
+      return { success: false, error: "Access denied" }
+    }
+
     await db
       .delete(workdayExceptions)
       .where(eq(workdayExceptions.id, exceptionId))

src/app/api/agent/route.ts

@@ -20,6 +20,7 @@ import { getRegistry } from "@/lib/agent/plugins/registry"
 import { saveStreamUsage } from "@/lib/agent/usage"
 import { getCurrentUser } from "@/lib/auth"
 import { getDb } from "@/db"
+import { isDemoUser } from "@/lib/demo"
 
 export async function POST(req: Request): Promise<Response> {
   const user = await getCurrentUser()
@@ -87,6 +88,9 @@ export async function POST(req: Request): Promise<Response> {
 
   const model = createModelFromId(apiKey, modelId)
 
+  // detect demo mode
+  const isDemo = isDemoUser(user.id)
+
   const result = streamText({
     model,
     system: buildSystemPrompt({
@@ -99,7 +103,7 @@ export async function POST(req: Request): Promise<Response> {
       dashboards: dashboardResult.success
         ? dashboardResult.data
         : [],
-      mode: "full",
+      mode: isDemo ? "demo" : "full",
     }),
     messages: await convertToModelMessages(
       body.messages

src/app/api/sync/mutate/route.ts

@@ -290,11 +290,19 @@ async function checkResourceAuthorization(
 
   // Get user for role-based permission check
   const userRecords = await db.select().from(users).where(eq(users.id, userId)).limit(1)
-  const user = userRecords[0]
+  const dbUser = userRecords[0]
-  if (!user) {
+  if (!dbUser) {
     return { authorized: false, reason: "User not found" }
   }
 
+  // Convert DB user to AuthUser for permission check (org fields not used by can())
+  const user = {
+    ...dbUser,
+    organizationId: null,
+    organizationName: null,
+    organizationType: null,
+  }
+
   const action = operationToAction(operation)
 
   // Check role-based permission

src/app/dashboard/layout.tsx

@@ -27,6 +27,8 @@ import { PushNotificationRegistrar } from "@/hooks/use-native-push"
 import { DesktopShell } from "@/components/desktop/desktop-shell"
 import { DesktopOfflineBanner } from "@/components/desktop/offline-banner"
 import { VoiceProvider } from "@/components/voice/voice-provider"
+import { DemoBanner } from "@/components/demo/demo-banner"
+import { isDemoUser } from "@/lib/demo"
 
 export default async function DashboardLayout({
   children,
@@ -40,9 +42,12 @@ export default async function DashboardLayout({
       getCustomDashboards(),
     ])
   const user = authUser ? toSidebarUser(authUser) : null
+  const activeOrgId = authUser?.organizationId ?? null
+  const activeOrgName = authUser?.organizationName ?? null
   const dashboardList = dashboardResult.success
     ? dashboardResult.data
     : []
+  const isDemo = authUser ? isDemoUser(authUser.id) : false
 
   return (
     <ChatProvider>
@@ -51,7 +56,7 @@ export default async function DashboardLayout({
     <ProjectListProvider projects={projectList}>
     <PageActionsProvider>
     <CommandMenuProvider>
-      <BiometricGuard>
+      <BiometricGuard userId={authUser?.id}>
       <DesktopShell>
       <FeedbackWidget>
       <DashboardContextMenu>
@@ -64,10 +69,18 @@ export default async function DashboardLayout({
           } as React.CSSProperties
         }
       >
-        <AppSidebar variant="inset" projects={projectList} dashboards={dashboardList} user={user} />
+        <AppSidebar
+          variant="inset"
+          projects={projectList}
+          dashboards={dashboardList}
+          user={user}
+          activeOrgId={activeOrgId}
+          activeOrgName={activeOrgName}
+        />
         <SidebarInset className="overflow-hidden">
           <DesktopOfflineBanner />
           <OfflineBanner />
+          <DemoBanner isDemo={isDemo} />
           <SiteHeader user={user} />
           <div className="flex min-h-0 flex-1 overflow-hidden">
             <MainContent>

src/app/demo/route.ts

@@ -0,0 +1,14 @@
+import { cookies } from "next/headers"
+import { redirect } from "next/navigation"
+
+export async function GET() {
+  const cookieStore = await cookies()
+  cookieStore.set("compass-demo", "true", {
+    httpOnly: true,
+    secure: process.env.NODE_ENV === "production",
+    sameSite: "strict",
+    path: "/",
+    maxAge: 60 * 60 * 24, // 24 hours
+  })
+  redirect("/dashboard")
+}

src/app/page.tsx

@@ -426,7 +426,7 @@ export default function Home(): React.JSX.Element {
 						style={{ animationDelay: "0.65s" }}
 					>
 						<Link
-							href="/dashboard"
+							href="/demo"
 							className={
 								"group inline-flex " +
 								"items-center gap-3 " +
@@ -731,7 +731,7 @@ export default function Home(): React.JSX.Element {
 							workflows.
 						</p>
 						<Link
-							href="/dashboard"
+							href="/demo"
 							className={
 								"group inline-flex " +
 								"items-center gap-2 " +
@@ -1052,7 +1052,7 @@ export default function Home(): React.JSX.Element {
 							}
 						>
 							<Link
-								href="/dashboard"
+								href="/demo"
 								className={
 									"group inline-flex " +
 									"items-center gap-3 " +

src/components/app-sidebar.tsx

@@ -19,6 +19,7 @@ import { NavFiles } from "@/components/nav-files"
 import { NavProjects } from "@/components/nav-projects"
 import { NavConversations } from "@/components/nav-conversations"
 import { NavUser } from "@/components/nav-user"
+import { OrgSwitcher } from "@/components/org-switcher"
 import { VoicePanel } from "@/components/voice/voice-panel"
 // settings is now a page at /dashboard/settings
 import { openFeedbackDialog } from "@/components/feedback-widget"
@@ -143,11 +144,15 @@ export function AppSidebar({
   projects = [],
   dashboards = [],
   user,
+  activeOrgId = null,
+  activeOrgName = null,
   ...props
 }: React.ComponentProps<typeof Sidebar> & {
   readonly projects?: ReadonlyArray<{ readonly id: string; readonly name: string }>
   readonly dashboards?: ReadonlyArray<{ readonly id: string; readonly name: string }>
   readonly user: SidebarUser | null
+  readonly activeOrgId?: string | null
+  readonly activeOrgName?: string | null
 }) {
   const { isMobile } = useSidebar()
   const { channelId } = useVoiceState()
@@ -181,6 +186,7 @@ export function AppSidebar({
             </SidebarMenuButton>
           </SidebarMenuItem>
         </SidebarMenu>
+        <OrgSwitcher activeOrgId={activeOrgId} activeOrgName={activeOrgName} />
       </SidebarHeader>
       <SidebarContent>
         <SidebarNav

src/components/conversations/mention-suggestion.tsx

@@ -197,7 +197,7 @@ export function createMentionSuggestion(organizationId: string) {
       ]
 
       // fetch users
-      const usersResult = await searchMentionableUsers(query, organizationId)
+      const usersResult = await searchMentionableUsers(query)
       const userItems: MentionItem[] = usersResult.success && usersResult.data
         ? usersResult.data.map((user) => ({
             id: user.id,

src/components/demo/demo-banner.tsx

@@ -0,0 +1,45 @@
+"use client"
+
+import Link from "next/link"
+import { X } from "lucide-react"
+import { Button } from "@/components/ui/button"
+import { useState } from "react"
+import { cn } from "@/lib/utils"
+
+interface DemoBannerProps {
+  readonly isDemo: boolean
+}
+
+export function DemoBanner({ isDemo }: DemoBannerProps) {
+  const [dismissed, setDismissed] = useState(false)
+
+  if (!isDemo || dismissed) return null
+
+  return (
+    <div
+      className={cn(
+        "relative flex items-center justify-center gap-3",
+        "border-b bg-muted/30 px-4 py-2 text-sm"
+      )}
+    >
+      <span className="text-muted-foreground">
+        You&rsquo;re exploring a demo workspace
+      </span>
+      <div className="flex items-center gap-2">
+        <Button asChild variant="outline" size="sm">
+          <Link href="/login">Log in</Link>
+        </Button>
+        <Button asChild size="sm">
+          <Link href="/signup">Sign up</Link>
+        </Button>
+      </div>
+      <button
+        onClick={() => setDismissed(true)}
+        className="absolute right-4 p-1 text-muted-foreground hover:text-foreground"
+        aria-label="Dismiss"
+      >
+        <X className="h-4 w-4" />
+      </button>
+    </div>
+  )
+}

src/components/demo/demo-cta-dialog.tsx

@@ -0,0 +1,40 @@
+"use client"
+
+import Link from "next/link"
+import {
+  Dialog,
+  DialogContent,
+  DialogDescription,
+  DialogHeader,
+  DialogTitle,
+} from "@/components/ui/dialog"
+import { Button } from "@/components/ui/button"
+
+interface DemoCtaDialogProps {
+  readonly open: boolean
+  readonly onOpenChange: (open: boolean) => void
+}
+
+export function DemoCtaDialog({ open, onOpenChange }: DemoCtaDialogProps) {
+  return (
+    <Dialog open={open} onOpenChange={onOpenChange}>
+      <DialogContent>
+        <DialogHeader>
+          <DialogTitle>Ready to build your own workspace?</DialogTitle>
+          <DialogDescription>
+            Sign up to create projects, manage schedules, and collaborate with
+            your team.
+          </DialogDescription>
+        </DialogHeader>
+        <div className="flex flex-col gap-2 sm:flex-row sm:justify-end">
+          <Button asChild variant="outline">
+            <Link href="/login">Log in</Link>
+          </Button>
+          <Button asChild>
+            <Link href="/signup">Sign up</Link>
+          </Button>
+        </div>
+      </DialogContent>
+    </Dialog>
+  )
+}

src/components/demo/demo-gate.tsx

@@ -0,0 +1,31 @@
+"use client"
+
+import { useState } from "react"
+import { DemoCtaDialog } from "./demo-cta-dialog"
+
+export function DemoGate({
+  children,
+  isDemo,
+}: {
+  readonly children: React.ReactNode
+  readonly isDemo: boolean
+}) {
+  const [showCta, setShowCta] = useState(false)
+
+  if (!isDemo) return <>{children}</>
+
+  return (
+    <>
+      <div
+        onClick={(e) => {
+          e.preventDefault()
+          e.stopPropagation()
+          setShowCta(true)
+        }}
+      >
+        {children}
+      </div>
+      <DemoCtaDialog open={showCta} onOpenChange={setShowCta} />
+    </>
+  )
+}

src/components/native/biometric-guard.tsx

@@ -5,13 +5,16 @@ import { useNative } from "@/hooks/use-native"
 import { useBiometricAuth } from "@/hooks/use-biometric-auth"
 import { Fingerprint, KeyRound } from "lucide-react"
 import { Button } from "@/components/ui/button"
+import { isDemoUser } from "@/lib/demo"
 
 const BACKGROUND_THRESHOLD_MS = 30_000
 
 export function BiometricGuard({
   children,
+  userId,
 }: {
   readonly children: React.ReactNode
+  readonly userId?: string
 }) {
   const native = useNative()
   const {
@@ -23,6 +26,9 @@ export function BiometricGuard({
     markPrompted,
   } = useBiometricAuth()
 
+  // skip biometric for demo users
+  const isDemo = userId ? isDemoUser(userId) : false
+
   const [locked, setLocked] = useState(false)
   const [showPrompt, setShowPrompt] = useState(false)
   const backgroundedAt = useRef<number | null>(null)
@@ -104,7 +110,7 @@ export function BiometricGuard({
     if (success) setLocked(false)
   }, [authenticate])
 
-  if (!native) return <>{children}</>
+  if (!native || isDemo) return <>{children}</>
 
   return (
     <>

src/components/org-switcher.tsx

@@ -0,0 +1,161 @@
+"use client"
+
+import * as React from "react"
+import { useRouter } from "next/navigation"
+import {
+  IconBuilding,
+  IconCheck,
+  IconChevronDown,
+  IconUser,
+} from "@tabler/icons-react"
+
+import { getUserOrganizations, switchOrganization } from "@/app/actions/organizations"
+import {
+  DropdownMenu,
+  DropdownMenuContent,
+  DropdownMenuItem,
+  DropdownMenuLabel,
+  DropdownMenuSeparator,
+  DropdownMenuTrigger,
+} from "@/components/ui/dropdown-menu"
+import {
+  SidebarMenu,
+  SidebarMenuButton,
+  SidebarMenuItem,
+  useSidebar,
+} from "@/components/ui/sidebar"
+import { Badge } from "@/components/ui/badge"
+import { cn } from "@/lib/utils"
+
+type OrgInfo = {
+  readonly id: string
+  readonly name: string
+  readonly slug: string
+  readonly type: string
+  readonly role: string
+}
+
+export function OrgSwitcher({
+  activeOrgId,
+  activeOrgName,
+}: {
+  readonly activeOrgId: string | null
+  readonly activeOrgName: string | null
+}): React.ReactElement | null {
+  const router = useRouter()
+  const { isMobile } = useSidebar()
+  const [orgs, setOrgs] = React.useState<readonly OrgInfo[]>([])
+  const [isLoading, setIsLoading] = React.useState(false)
+
+  React.useEffect(() => {
+    async function loadOrgs(): Promise<void> {
+      const result = await getUserOrganizations()
+      setOrgs(result)
+    }
+    void loadOrgs()
+  }, [])
+
+  async function handleOrgSwitch(orgId: string): Promise<void> {
+    if (orgId === activeOrgId) return
+
+    setIsLoading(true)
+    const result = await switchOrganization(orgId)
+
+    if (result.success) {
+      router.refresh()
+    } else {
+      console.error("Failed to switch organization:", result.error)
+      setIsLoading(false)
+    }
+  }
+
+  if (!activeOrgId || !activeOrgName) {
+    return null
+  }
+
+  const activeOrg = orgs.find((org) => org.id === activeOrgId)
+  const orgInitial = activeOrgName[0]?.toUpperCase() ?? "O"
+
+  return (
+    <SidebarMenu>
+      <SidebarMenuItem>
+        <DropdownMenu>
+          <DropdownMenuTrigger asChild>
+            <SidebarMenuButton
+              size="lg"
+              className="data-[state=open]:bg-sidebar-accent data-[state=open]:text-sidebar-accent-foreground"
+            >
+              <div className="flex size-8 shrink-0 items-center justify-center rounded-lg bg-sidebar-primary text-sidebar-primary-foreground">
+                {activeOrg?.type === "personal" ? (
+                  <IconUser className="size-4" />
+                ) : (
+                  <IconBuilding className="size-4" />
+                )}
+              </div>
+              <div className="flex min-w-0 flex-1 flex-col items-start text-left">
+                <span className="truncate text-sm font-medium text-sidebar-foreground">
+                  {activeOrgName}
+                </span>
+                {activeOrg && (
+                  <span className="truncate text-xs text-sidebar-foreground/60">
+                    {activeOrg.role}
+                  </span>
+                )}
+              </div>
+              <IconChevronDown className="ml-auto size-4 shrink-0 text-sidebar-foreground/60" />
+            </SidebarMenuButton>
+          </DropdownMenuTrigger>
+          <DropdownMenuContent
+            className="w-(--radix-dropdown-menu-trigger-width) min-w-56 rounded-lg"
+            side={isMobile ? "bottom" : "right"}
+            align="start"
+            sideOffset={4}
+          >
+            <DropdownMenuLabel className="text-xs text-muted-foreground">
+              Organizations
+            </DropdownMenuLabel>
+            <DropdownMenuSeparator />
+            {orgs.map((org) => {
+              const isActive = org.id === activeOrgId
+              const orgIcon =
+                org.type === "personal" ? IconUser : IconBuilding
+
+              return (
+                <DropdownMenuItem
+                  key={org.id}
+                  onClick={() => void handleOrgSwitch(org.id)}
+                  disabled={isLoading}
+                  className={cn(
+                    "flex items-center gap-2 px-2 py-1.5",
+                    isActive && "bg-accent"
+                  )}
+                >
+                  <div className="flex size-6 shrink-0 items-center justify-center rounded-md bg-muted">
+                    {React.createElement(orgIcon, { className: "size-3" })}
+                  </div>
+                  <div className="flex min-w-0 flex-1 flex-col">
+                    <span className="truncate text-sm font-medium">
+                      {org.name}
+                    </span>
+                    <span className="truncate text-xs text-muted-foreground">
+                      {org.role}
+                    </span>
+                  </div>
+                  <Badge
+                    variant="secondary"
+                    className="shrink-0 text-[10px] font-normal"
+                  >
+                    {org.type}
+                  </Badge>
+                  {isActive && (
+                    <IconCheck className="ml-1 size-4 shrink-0 text-primary" />
+                  )}
+                </DropdownMenuItem>
+              )
+            })}
+          </DropdownMenuContent>
+        </DropdownMenu>
+      </SidebarMenuItem>
+    </SidebarMenu>
+  )
+}

src/db/schema.ts

@@ -182,6 +182,7 @@ export const customers = sqliteTable("customers", {
   address: text("address"),
   notes: text("notes"),
   netsuiteId: text("netsuite_id"),
+  organizationId: text("organization_id").references(() => organizations.id),
   createdAt: text("created_at").notNull(),
   updatedAt: text("updated_at"),
 })
@@ -194,6 +195,7 @@ export const vendors = sqliteTable("vendors", {
   phone: text("phone"),
   address: text("address"),
   netsuiteId: text("netsuite_id"),
+  organizationId: text("organization_id").references(() => organizations.id),
   createdAt: text("created_at").notNull(),
   updatedAt: text("updated_at"),
 })

src/lib/agent/system-prompt.ts

@@ -3,7 +3,7 @@ import type { PromptSection } from "@/lib/agent/plugins/types"
 
 // --- types ---
 
-type PromptMode = "full" | "minimal" | "none"
+type PromptMode = "full" | "minimal" | "none" | "demo"
 
 interface DashboardSummary {
   readonly id: string
@@ -231,6 +231,13 @@ const MINIMAL_CATEGORIES: ReadonlySet<ToolCategory> = new Set([
   "ui",
 ])
 
+// categories included in demo mode (read-only subset)
+const DEMO_CATEGORIES: ReadonlySet<ToolCategory> = new Set([
+  "data",
+  "navigation",
+  "ui",
+])
+
 // --- derived state ---
 
 function extractDescription(
@@ -268,6 +275,9 @@ function computeDerivedState(ctx: PromptContext): DerivedState {
           if (mode === "minimal") {
             return MINIMAL_CATEGORIES.has(t.category)
           }
+          if (mode === "demo") {
+            return DEMO_CATEGORIES.has(t.category)
+          }
           return true
         })
 
@@ -281,6 +291,15 @@ function buildIdentity(mode: PromptMode): ReadonlyArray<string> {
     "You are Dr. Slab Diggems, the AI assistant built " +
     "into Compass — a construction project management platform."
   if (mode === "none") return [line]
+  if (mode === "demo") {
+    return [
+      line +
+        " You are reliable, direct, and always ready to help. " +
+        "You're currently showing a demo workspace to a prospective user — " +
+        "be enthusiastic about Compass features and suggest they sign up " +
+        "when they try to perform mutations.",
+    ]
+  }
   return [line + " You are reliable, direct, and always ready to help."]
 }
 
@@ -661,6 +680,21 @@ function buildGuidelines(
 
   if (mode === "minimal") return core
 
+  if (mode === "demo") {
+    return [
+      ...core,
+      "- Demo mode: you can show data and navigate, but when the " +
+        "user tries to create, edit, or delete records, gently " +
+        'suggest they sign up. For example: "To create your own ' +
+        'projects and data, sign up for a free account!"',
+      "- Be enthusiastic about Compass features. Show off what the " +
+        "platform can do.",
+      "- The demo data includes 3 sample projects, customers, " +
+        "vendors, invoices, and team channels. Use these to " +
+        "demonstrate capabilities.",
+    ]
+  }
+
   return [
     ...core,
     "- Tool workflow: data requests -> queryData immediately. " +

src/lib/agent/tools.ts

@@ -3,6 +3,7 @@ import { z } from "zod/v4"
 import { getCloudflareContext } from "@opennextjs/cloudflare"
 import { getDb } from "@/db"
 import { getCurrentUser } from "@/lib/auth"
+import { requireOrg } from "@/lib/org-scope"
 import { saveMemory, searchMemories } from "@/lib/agent/memory"
 import {
   installSkill as installSkillAction,
@@ -23,6 +24,9 @@ import {
 } from "@/app/actions/dashboards"
 import { THEME_PRESETS, findPreset } from "@/lib/theme/presets"
 import type { ThemeDefinition, ColorMap, ThemeFonts, ThemeTokens, ThemeShadows } from "@/lib/theme/types"
+import { projects, scheduleTasks } from "@/db/schema"
+import { invoices, vendorBills } from "@/db/schema-netsuite"
+import { eq, and, like } from "drizzle-orm"
 
 const queryDataInputSchema = z.object({
   queryType: z.enum([
@@ -151,6 +155,12 @@ const recallInputSchema = z.object({
 type RecallInput = z.infer<typeof recallInputSchema>
 
 async function executeQueryData(input: QueryDataInput) {
+  const user = await getCurrentUser()
+  if (!user?.organizationId) {
+    return { error: "no organization context" }
+  }
+  const orgId = requireOrg(user)
+
   const { env } = await getCloudflareContext()
   const db = getDb(env.DB)
   const cap = input.limit ?? 20
@@ -159,12 +169,13 @@ async function executeQueryData(input: QueryDataInput) {
     case "customers": {
       const rows = await db.query.customers.findMany({
         limit: cap,
-        ...(input.search
+        where: (c, { eq: eqFunc, like: likeFunc, and: andFunc }) => {
-          ? {
+          const conditions = [eqFunc(c.organizationId, orgId)]
-              where: (c, { like }) =>
+          if (input.search) {
-                like(c.name, `%${input.search}%`),
+            conditions.push(likeFunc(c.name, `%${input.search}%`))
-            }
+          }
-          : {}),
+          return conditions.length > 1 ? andFunc(...conditions) : conditions[0]
+        },
       })
       return { data: rows, count: rows.length }
     }
@@ -172,12 +183,13 @@ async function executeQueryData(input: QueryDataInput) {
     case "vendors": {
       const rows = await db.query.vendors.findMany({
         limit: cap,
-        ...(input.search
+        where: (v, { eq: eqFunc, like: likeFunc, and: andFunc }) => {
-          ? {
+          const conditions = [eqFunc(v.organizationId, orgId)]
-              where: (v, { like }) =>
+          if (input.search) {
-                like(v.name, `%${input.search}%`),
+            conditions.push(likeFunc(v.name, `%${input.search}%`))
-            }
+          }
-          : {}),
+          return conditions.length > 1 ? andFunc(...conditions) : conditions[0]
+        },
       })
       return { data: rows, count: rows.length }
     }
@@ -185,40 +197,103 @@ async function executeQueryData(input: QueryDataInput) {
     case "projects": {
       const rows = await db.query.projects.findMany({
         limit: cap,
-        ...(input.search
+        where: (p, { eq: eqFunc, like: likeFunc, and: andFunc }) => {
-          ? {
+          const conditions = [eqFunc(p.organizationId, orgId)]
-              where: (p, { like }) =>
+          if (input.search) {
-                like(p.name, `%${input.search}%`),
+            conditions.push(likeFunc(p.name, `%${input.search}%`))
-            }
+          }
-          : {}),
+          return conditions.length > 1 ? andFunc(...conditions) : conditions[0]
+        },
       })
       return { data: rows, count: rows.length }
     }
 
     case "invoices": {
-      const rows = await db.query.invoices.findMany({
+      // join through projects to filter by org
-        limit: cap,
+      const rows = await db
-      })
+        .select({
+          id: invoices.id,
+          netsuiteId: invoices.netsuiteId,
+          customerId: invoices.customerId,
+          projectId: invoices.projectId,
+          invoiceNumber: invoices.invoiceNumber,
+          status: invoices.status,
+          issueDate: invoices.issueDate,
+          dueDate: invoices.dueDate,
+          subtotal: invoices.subtotal,
+          tax: invoices.tax,
+          total: invoices.total,
+          amountPaid: invoices.amountPaid,
+          amountDue: invoices.amountDue,
+          memo: invoices.memo,
+          lineItems: invoices.lineItems,
+          createdAt: invoices.createdAt,
+          updatedAt: invoices.updatedAt,
+        })
+        .from(invoices)
+        .innerJoin(projects, eq(invoices.projectId, projects.id))
+        .where(eq(projects.organizationId, orgId))
+        .limit(cap)
       return { data: rows, count: rows.length }
     }
 
     case "vendor_bills": {
-      const rows = await db.query.vendorBills.findMany({
+      // join through projects to filter by org
-        limit: cap,
+      const rows = await db
-      })
+        .select({
+          id: vendorBills.id,
+          netsuiteId: vendorBills.netsuiteId,
+          vendorId: vendorBills.vendorId,
+          projectId: vendorBills.projectId,
+          billNumber: vendorBills.billNumber,
+          status: vendorBills.status,
+          billDate: vendorBills.billDate,
+          dueDate: vendorBills.dueDate,
+          subtotal: vendorBills.subtotal,
+          tax: vendorBills.tax,
+          total: vendorBills.total,
+          amountPaid: vendorBills.amountPaid,
+          amountDue: vendorBills.amountDue,
+          memo: vendorBills.memo,
+          lineItems: vendorBills.lineItems,
+          createdAt: vendorBills.createdAt,
+          updatedAt: vendorBills.updatedAt,
+        })
+        .from(vendorBills)
+        .innerJoin(projects, eq(vendorBills.projectId, projects.id))
+        .where(eq(projects.organizationId, orgId))
+        .limit(cap)
       return { data: rows, count: rows.length }
     }
 
     case "schedule_tasks": {
-      const rows = await db.query.scheduleTasks.findMany({
+      // join through projects to filter by org
-        limit: cap,
+      const whereConditions = [eq(projects.organizationId, orgId)]
-        ...(input.search
+      if (input.search) {
-          ? {
+        whereConditions.push(like(scheduleTasks.title, `%${input.search}%`))
-              where: (t, { like }) =>
+      }
-                like(t.title, `%${input.search}%`),
+      const rows = await db
-            }
+        .select({
-          : {}),
+          id: scheduleTasks.id,
-      })
+          projectId: scheduleTasks.projectId,
+          title: scheduleTasks.title,
+          startDate: scheduleTasks.startDate,
+          workdays: scheduleTasks.workdays,
+          endDateCalculated: scheduleTasks.endDateCalculated,
+          phase: scheduleTasks.phase,
+          status: scheduleTasks.status,
+          isCriticalPath: scheduleTasks.isCriticalPath,
+          isMilestone: scheduleTasks.isMilestone,
+          percentComplete: scheduleTasks.percentComplete,
+          assignedTo: scheduleTasks.assignedTo,
+          sortOrder: scheduleTasks.sortOrder,
+          createdAt: scheduleTasks.createdAt,
+          updatedAt: scheduleTasks.updatedAt,
+        })
+        .from(scheduleTasks)
+        .innerJoin(projects, eq(scheduleTasks.projectId, projects.id))
+        .where(whereConditions.length > 1 ? and(...whereConditions) : whereConditions[0])
+        .limit(cap)
       return { data: rows, count: rows.length }
     }
 
@@ -227,7 +302,8 @@ async function executeQueryData(input: QueryDataInput) {
         return { error: "id required for detail query" }
       }
       const row = await db.query.projects.findFirst({
-        where: (p, { eq }) => eq(p.id, input.id!),
+        where: (p, { eq: eqFunc, and: andFunc }) =>
+          andFunc(eqFunc(p.id, input.id!), eqFunc(p.organizationId, orgId)),
       })
       return row ? { data: row } : { error: "not found" }
     }
@@ -237,7 +313,8 @@ async function executeQueryData(input: QueryDataInput) {
         return { error: "id required for detail query" }
       }
       const row = await db.query.customers.findFirst({
-        where: (c, { eq }) => eq(c.id, input.id!),
+        where: (c, { eq: eqFunc, and: andFunc }) =>
+          andFunc(eqFunc(c.id, input.id!), eqFunc(c.organizationId, orgId)),
       })
       return row ? { data: row } : { error: "not found" }
     }
@@ -247,7 +324,8 @@ async function executeQueryData(input: QueryDataInput) {
         return { error: "id required for detail query" }
       }
       const row = await db.query.vendors.findFirst({
-        where: (v, { eq }) => eq(v.id, input.id!),
+        where: (v, { eq: eqFunc, and: andFunc }) =>
+          andFunc(eqFunc(v.id, input.id!), eqFunc(v.organizationId, orgId)),
       })
       return row ? { data: row } : { error: "not found" }
     }

src/lib/auth.ts

@@ -1,9 +1,11 @@
 import { withAuth, signOut } from "@workos-inc/authkit-nextjs"
 import { getCloudflareContext } from "@opennextjs/cloudflare"
 import { getDb } from "@/db"
-import { users } from "@/db/schema"
+import { users, organizations, organizationMembers } from "@/db/schema"
 import type { User } from "@/db/schema"
 import { eq } from "drizzle-orm"
+import { cookies } from "next/headers"
+import { DEMO_USER } from "@/lib/demo"
 
 export type AuthUser = {
   readonly id: string
@@ -16,6 +18,9 @@ export type AuthUser = {
   readonly googleEmail: string | null
   readonly isActive: boolean
   readonly lastLoginAt: string | null
+  readonly organizationId: string | null
+  readonly organizationName: string | null
+  readonly organizationType: string | null
   readonly createdAt: string
   readonly updatedAt: string
 }
@@ -48,6 +53,15 @@ export function toSidebarUser(user: AuthUser): SidebarUser {
 
 export async function getCurrentUser(): Promise<AuthUser | null> {
   try {
+    // check for demo session cookie first
+    try {
+      const cookieStore = await cookies()
+      const isDemoSession = cookieStore.get("compass-demo")?.value === "true"
+      if (isDemoSession) return DEMO_USER
+    } catch {
+      // cookies() may throw in non-request contexts
+    }
+
     // check if workos is configured
     const isWorkOSConfigured =
       process.env.WORKOS_API_KEY &&
@@ -67,6 +81,9 @@ export async function getCurrentUser(): Promise<AuthUser | null> {
         googleEmail: null,
         isActive: true,
         lastLoginAt: new Date().toISOString(),
+        organizationId: "hps-org-001",
+        organizationName: "HPS",
+        organizationType: "internal",
         createdAt: new Date().toISOString(),
         updatedAt: new Date().toISOString(),
       }
@@ -102,6 +119,36 @@ export async function getCurrentUser(): Promise<AuthUser | null> {
       .where(eq(users.id, workosUser.id))
       .run()
 
+    // query org memberships
+    const orgMemberships = await db
+      .select({
+        orgId: organizations.id,
+        orgName: organizations.name,
+        orgType: organizations.type,
+        memberRole: organizationMembers.role,
+      })
+      .from(organizationMembers)
+      .innerJoin(
+        organizations,
+        eq(organizations.id, organizationMembers.organizationId)
+      )
+      .where(eq(organizationMembers.userId, dbUser.id))
+
+    let activeOrg: { orgId: string; orgName: string; orgType: string } | null =
+      null
+
+    if (orgMemberships.length > 0) {
+      // check for cookie preference
+      try {
+        const cookieStore = await cookies()
+        const preferredOrg = cookieStore.get("compass-active-org")?.value
+        const match = orgMemberships.find((m) => m.orgId === preferredOrg)
+        activeOrg = match ?? orgMemberships[0]
+      } catch {
+        activeOrg = orgMemberships[0]
+      }
+    }
+
     return {
       id: dbUser.id,
       email: dbUser.email,
@@ -113,6 +160,9 @@ export async function getCurrentUser(): Promise<AuthUser | null> {
       googleEmail: dbUser.googleEmail ?? null,
       isActive: dbUser.isActive,
       lastLoginAt: now,
+      organizationId: activeOrg?.orgId ?? null,
+      organizationName: activeOrg?.orgName ?? null,
+      organizationType: activeOrg?.orgType ?? null,
       createdAt: dbUser.createdAt,
       updatedAt: dbUser.updatedAt,
     }
@@ -166,6 +216,50 @@ export async function ensureUserExists(workosUser: {
 
   await db.insert(users).values(newUser).run()
 
+  // create personal org
+  const personalOrgId = crypto.randomUUID()
+  const personalSlug = `${workosUser.id.slice(0, 8)}-personal`
+
+  await db
+    .insert(organizations)
+    .values({
+      id: personalOrgId,
+      name: `${workosUser.firstName ?? "User"}'s Workspace`,
+      slug: personalSlug,
+      type: "personal",
+      logoUrl: null,
+      isActive: true,
+      createdAt: now,
+      updatedAt: now,
+    })
+    .run()
+
+  // add user as admin member
+  await db
+    .insert(organizationMembers)
+    .values({
+      id: crypto.randomUUID(),
+      organizationId: personalOrgId,
+      userId: workosUser.id,
+      role: "admin",
+      joinedAt: now,
+    })
+    .run()
+
+  // set active org cookie
+  try {
+    const cookieStore = await cookies()
+    cookieStore.set("compass-active-org", personalOrgId, {
+      httpOnly: true,
+      secure: process.env.NODE_ENV === "production",
+      sameSite: "lax",
+      path: "/",
+      maxAge: 60 * 60 * 24 * 365, // 1 year
+    })
+  } catch {
+    // may not be in request context
+  }
+
   return newUser as User
 }
 

src/lib/demo.ts

@@ -0,0 +1,30 @@
+import type { AuthUser } from "./auth"
+
+export const DEMO_ORG_ID = "demo-org-meridian"
+export const DEMO_USER_ID = "demo-user-001"
+
+export const DEMO_USER: AuthUser = {
+  id: DEMO_USER_ID,
+  email: "demo@compass.build",
+  firstName: "Demo",
+  lastName: "User",
+  displayName: "Demo User",
+  avatarUrl: null,
+  role: "admin",
+  googleEmail: null,
+  isActive: true,
+  lastLoginAt: new Date().toISOString(),
+  organizationId: DEMO_ORG_ID,
+  organizationName: "Meridian Group",
+  organizationType: "demo",
+  createdAt: new Date().toISOString(),
+  updatedAt: new Date().toISOString(),
+}
+
+export function isDemoUser(userId: string): boolean {
+  return userId === DEMO_USER_ID
+}
+
+export function isDemoOrg(orgId: string): boolean {
+  return orgId === DEMO_ORG_ID
+}

src/lib/org-scope.ts

@@ -0,0 +1,8 @@
+import type { AuthUser } from "./auth"
+
+export function requireOrg(user: AuthUser): string {
+  if (!user.organizationId) {
+    throw new Error("No active organization")
+  }
+  return user.organizationId
+}

src/middleware.ts

@@ -10,6 +10,7 @@ const publicPaths = [
   "/verify-email",
   "/invite",
   "/callback",
+  "/demo",
 ]
 
 // bridge routes use their own API key auth
@@ -40,6 +41,12 @@ export default async function middleware(request: NextRequest) {
     return handleAuthkitHeaders(request, headers)
   }
 
+  // demo sessions bypass auth
+  const isDemoSession = request.cookies.get("compass-demo")?.value === "true"
+  if (isDemoSession) {
+    return handleAuthkitHeaders(request, headers)
+  }
+
   // redirect unauthenticated users to our custom login page
   if (!session.user) {
     const loginUrl = new URL("/login", request.url)

tsconfig.json

@@ -27,5 +27,5 @@
 		]
 	},
 	"include": ["next-env.d.ts", "**/*.ts", "**/*.tsx", ".next/types/**/*.ts"],
-	"exclude": ["node_modules", "references", "packages"]
+	"exclude": ["node_modules", "references", "packages", "scripts"]
 }