fix: move drizzle-kit to deps + remove --production install flag

- New client_documents table with file upload/download/delete API
- New client_goals table with full CRUD and dashboard overview
- New referrals table with stats (top referrers, conversion rate)
- All routes follow existing auth middleware pattern

.gitea/workflows/ci.yml

@@ -33,8 +33,8 @@ jobs:
     steps:
       - name: Deploy to Dokploy
         run: |
-          curl -fsSL -X POST "${{ secrets.DOKPLOY_URL }}/api/application.deploy" \
+          curl -fsSL -X POST "${{ secrets.DOKPLOY_URL }}/api/compose.deploy" \
             -H "Content-Type: application/json" \
             -H "x-api-key: ${{ secrets.DOKPLOY_API_TOKEN }}" \
-            -d '{"applicationId": "${{ secrets.DOKPLOY_APP_ID }}"}'
+            -d '{"composeId": "${{ secrets.DOKPLOY_COMPOSE_ID }}"}'
           echo "Deploy triggered on Dokploy"

Dockerfile

@@ -4,7 +4,7 @@ WORKDIR /app
 # Install dependencies
 FROM base AS install
 COPY package.json bun.lock ./
-RUN bun install --frozen-lockfile --production
+RUN bun install --frozen-lockfile
 
 # Production image
 FROM base AS release

entrypoint.sh

@@ -1,10 +1,12 @@
 #!/bin/bash
 set -e
 
-# Run seed (creates test user if not exists)
-echo "Running database seed..."
-bun run db:seed || echo "Seed skipped or failed (may already exist)"
+echo "Running db:push..."
+bun run db:push || echo "db:push skipped"
+
+# Seed disabled — was a one-time DB reset that truncates all tables
+# echo "Running database seed..."
+# bun run db:seed || echo "Seed skipped"
 
-# Start the app
 echo "Starting API..."
 exec bun run src/index.ts

package.json

@@ -17,8 +17,7 @@
   },
   "devDependencies": {
     "@types/bun": "latest",
-    "@types/pg": "^8.16.0",
-    "drizzle-kit": "^0.31.8"
+    "@types/pg": "^8.16.0"
   },
   "peerDependencies": {
     "typescript": "^5"
@@ -35,6 +34,7 @@
     "pg-boss": "^12.7.0",
     "postgres": "^3.4.8",
     "resend": "^6.8.0",
-    "zod": "^4.3.6"
+    "zod": "^4.3.6",
+    "drizzle-kit": "^0.31.8"
   }
 }

src/db/schema.ts

@@ -1,4 +1,4 @@
-import { pgTable, text, timestamp, uuid, boolean, jsonb, integer } from 'drizzle-orm/pg-core';
+import { pgTable, text, timestamp, uuid, boolean, jsonb, integer, numeric } from 'drizzle-orm/pg-core';
 import { relations } from 'drizzle-orm';
 
 // Users table (managed by BetterAuth - uses text IDs)
@@ -258,6 +258,52 @@ export const auditLogs = pgTable('audit_logs', {
   createdAt: timestamp('created_at').defaultNow().notNull(),
 });
 
+// Client Documents table (file attachments)
+export const clientDocuments = pgTable('client_documents', {
+  id: uuid('id').primaryKey().defaultRandom(),
+  clientId: uuid('client_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
+  userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
+  name: text('name').notNull(), // user-facing display name
+  filename: text('filename').notNull(), // actual filename on disk
+  mimeType: text('mime_type').notNull(),
+  size: integer('size').notNull(), // bytes
+  category: text('category').default('other').notNull(), // 'contract' | 'agreement' | 'id' | 'statement' | 'correspondence' | 'other'
+  path: text('path').notNull(), // filesystem path
+  notes: text('notes'),
+  createdAt: timestamp('created_at').defaultNow().notNull(),
+});
+
+// Client Goals / Financial Objectives table
+export const clientGoals = pgTable('client_goals', {
+  id: uuid('id').primaryKey().defaultRandom(),
+  clientId: uuid('client_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
+  userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
+  title: text('title').notNull(),
+  description: text('description'),
+  category: text('category').default('other').notNull(), // 'retirement' | 'investment' | 'savings' | 'insurance' | 'estate' | 'education' | 'debt' | 'other'
+  targetAmount: numeric('target_amount', { precision: 15, scale: 2 }),
+  currentAmount: numeric('current_amount', { precision: 15, scale: 2 }).default('0'),
+  targetDate: timestamp('target_date'),
+  status: text('status').default('on-track').notNull(), // 'on-track' | 'at-risk' | 'behind' | 'completed'
+  priority: text('priority').default('medium').notNull(), // 'high' | 'medium' | 'low'
+  createdAt: timestamp('created_at').defaultNow().notNull(),
+  updatedAt: timestamp('updated_at').defaultNow().notNull(),
+});
+
+// Referrals table
+export const referrals = pgTable('referrals', {
+  id: uuid('id').primaryKey().defaultRandom(),
+  referrerId: uuid('referrer_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
+  referredId: uuid('referred_id').references(() => clients.id, { onDelete: 'cascade' }).notNull(),
+  userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
+  type: text('type').default('client').notNull(), // 'client' | 'partner' | 'event'
+  notes: text('notes'),
+  status: text('status').default('pending').notNull(), // 'pending' | 'contacted' | 'converted' | 'lost'
+  value: numeric('value', { precision: 15, scale: 2 }), // estimated deal value
+  createdAt: timestamp('created_at').defaultNow().notNull(),
+  updatedAt: timestamp('updated_at').defaultNow().notNull(),
+});
+
 // Relations
 export const usersRelations = relations(users, ({ many }) => ({
   clients: many(clients),
@@ -294,6 +340,49 @@ export const clientsRelations = relations(clients, ({ one, many }) => ({
   communications: many(communications),
   notes: many(clientNotes),
   interactions: many(interactions),
+  documents: many(clientDocuments),
+  goals: many(clientGoals),
+  referralsMade: many(referrals, { relationName: 'referrer' }),
+  referralsReceived: many(referrals, { relationName: 'referred' }),
+}));
+
+export const clientDocumentsRelations = relations(clientDocuments, ({ one }) => ({
+  client: one(clients, {
+    fields: [clientDocuments.clientId],
+    references: [clients.id],
+  }),
+  user: one(users, {
+    fields: [clientDocuments.userId],
+    references: [users.id],
+  }),
+}));
+
+export const clientGoalsRelations = relations(clientGoals, ({ one }) => ({
+  client: one(clients, {
+    fields: [clientGoals.clientId],
+    references: [clients.id],
+  }),
+  user: one(users, {
+    fields: [clientGoals.userId],
+    references: [users.id],
+  }),
+}));
+
+export const referralsRelations = relations(referrals, ({ one }) => ({
+  referrer: one(clients, {
+    fields: [referrals.referrerId],
+    references: [clients.id],
+    relationName: 'referrer',
+  }),
+  referred: one(clients, {
+    fields: [referrals.referredId],
+    references: [clients.id],
+    relationName: 'referred',
+  }),
+  user: one(users, {
+    fields: [referrals.userId],
+    references: [users.id],
+  }),
 }));
 
 export const notificationsRelations = relations(notifications, ({ one }) => ({

src/db/seed.ts

@@ -1,156 +1,29 @@
 import { db } from './index';
-import { users, accounts, clients } from './schema';
-import { eq } from 'drizzle-orm';
-import { hashPassword } from 'better-auth/crypto';
-
-const fakeClients = [
-  {
-    firstName: 'Sarah',
-    lastName: 'Mitchell',
-    email: 'sarah.mitchell@email.com',
-    phone: '(555) 234-5678',
-    company: 'Mitchell & Associates',
-    role: 'Managing Partner',
-    city: 'Austin',
-    state: 'TX',
-    birthday: new Date('1978-06-15'),
-    anniversary: new Date('2005-09-20'),
-    interests: ['golf', 'wine collecting', 'travel'],
-    family: { spouse: 'David', children: ['Emma', 'Jack'] },
-    notes: 'Very interested in sustainable investing. Prefers morning meetings.',
-    tags: ['high-value', 'quarterly-review'],
-  },
-  {
-    firstName: 'Marcus',
-    lastName: 'Johnson',
-    email: 'marcus.j@techventures.io',
-    phone: '(555) 876-5432',
-    company: 'TechVentures Capital',
-    role: 'CEO',
-    city: 'San Francisco',
-    state: 'CA',
-    birthday: new Date('1985-03-22'),
-    interests: ['startups', 'AI', 'marathon running', 'podcasts'],
-    family: { spouse: 'Michelle' },
-    notes: 'Recently sold his startup. Looking for aggressive growth strategies.',
-    tags: ['new-client', 'tech'],
-  },
-  {
-    firstName: 'Linda',
-    lastName: 'Chen',
-    email: 'lchen@globalhealth.org',
-    phone: '(555) 345-9876',
-    company: 'Global Health Foundation',
-    role: 'Executive Director',
-    city: 'Seattle',
-    state: 'WA',
-    birthday: new Date('1972-11-08'),
-    anniversary: new Date('1998-07-12'),
-    interests: ['philanthropy', 'hiking', 'classical music', 'book clubs'],
-    family: { spouse: 'Robert', children: ['Olivia', 'Noah', 'Sophia'] },
-    notes: 'Focused on legacy planning and charitable giving. Daughter Olivia graduating medical school in May.',
-    tags: ['philanthropy', 'estate-planning'],
-  },
-  {
-    firstName: 'James',
-    lastName: 'Rodriguez',
-    email: 'james.rodriguez@email.com',
-    phone: '(555) 567-8901',
-    company: 'Rodriguez Construction',
-    role: 'Owner',
-    city: 'Phoenix',
-    state: 'AZ',
-    birthday: new Date('1968-09-30'),
-    interests: ['fishing', 'classic cars', 'football'],
-    family: { spouse: 'Maria', children: ['Carlos', 'Isabella'] },
-    notes: 'Planning to retire in 5 years. Wants to transition business to son Carlos.',
-    tags: ['retirement', 'business-succession'],
-  },
-  {
-    firstName: 'Emily',
-    lastName: 'Watson',
-    email: 'emily.watson@lawfirm.com',
-    phone: '(555) 432-1098',
-    company: 'Watson Legal Group',
-    role: 'Senior Partner',
-    city: 'Chicago',
-    state: 'IL',
-    birthday: new Date('1980-04-17'),
-    interests: ['art collecting', 'yoga', 'french cuisine'],
-    notes: 'Recently divorced. Needs portfolio restructuring. Interested in real estate investments.',
-    tags: ['life-change', 'real-estate'],
-  },
-];
+import { sql } from 'drizzle-orm';
 
 async function seed() {
-  const testEmail = 'test@test.com';
+  console.log('Clearing all user data...');
   
-  // Check if test user already exists
-  const [existing] = await db.select()
-    .from(users)
-    .where(eq(users.email, testEmail))
-    .limit(1);
+  // Disable FK constraints
+  await db.execute(sql`SET session_replication_role = 'replica'`);
   
-  let userId: string;
+  // Get all tables and truncate them
+  const tables = await db.execute(sql`
+    SELECT tablename FROM pg_tables WHERE schemaname = 'public'
+  `);
   
-  if (existing) {
-    console.log('✓ Test user already exists');
-    userId = existing.id;
-  } else {
-    // Create test user
-    userId = crypto.randomUUID();
-    const hashedPassword = await hashPassword('test');
-    
-    await db.insert(users).values({
-      id: userId,
-      email: testEmail,
-      name: 'Test User',
-      emailVerified: true,
-      createdAt: new Date(),
-      updatedAt: new Date(),
-    });
-    
-    // Create credential account (for email/password login)
-    await db.insert(accounts).values({
-      id: crypto.randomUUID(),
-      userId: userId,
-      accountId: userId,
-      providerId: 'credential',
-      password: hashedPassword,
-      createdAt: new Date(),
-      updatedAt: new Date(),
-    });
-    
-    console.log('✓ Created test user: test@test.com / test');
+  for (const row of tables as any) {
+    const table = (row as any).tablename;
+    if (table.startsWith('__drizzle') || table.startsWith('pgboss')) continue;
+    console.log(`  Truncating ${table}...`);
+    await db.execute(sql.raw(`TRUNCATE TABLE "${table}" CASCADE`));
   }
   
-  // Check if fake clients already exist (check for Sarah Mitchell specifically)
-  const [existingFakeClient] = await db.select()
-    .from(clients)
-    .where(eq(clients.email, 'sarah.mitchell@email.com'))
-    .limit(1);
+  // Re-enable FK constraints  
+  await db.execute(sql`SET session_replication_role = 'origin'`);
   
-  if (existingFakeClient) {
-    console.log('✓ Test clients already exist');
-    return;
-  }
-  
-  // Add fake clients
-  for (const client of fakeClients) {
-    await db.insert(clients).values({
-      userId,
-      ...client,
-      createdAt: new Date(),
-      updatedAt: new Date(),
-    });
-  }
-  
-  console.log(`✓ Created ${fakeClients.length} test clients`);
+  console.log('Database cleared! No accounts exist.');
+  process.exit(0);
 }
 
-seed()
-  .then(() => process.exit(0))
-  .catch((err) => {
-    console.error('Seed failed:', err);
-    process.exit(1);
-  });
+seed().catch(e => { console.error(e); process.exit(1); });

src/index.ts

@@ -27,6 +27,12 @@ import { eq } from 'drizzle-orm';
 import { tagRoutes } from './routes/tags';
 import { engagementRoutes } from './routes/engagement';
 import { statsRoutes } from './routes/stats';
+import { searchRoutes } from './routes/search';
+import { mergeRoutes } from './routes/merge';
+import { exportRoutes } from './routes/export';
+import { documentRoutes } from './routes/documents';
+import { goalRoutes } from './routes/goals';
+import { referralRoutes } from './routes/referrals';
 import { initJobQueue } from './services/jobs';
 
 const app = new Elysia()
@@ -80,6 +86,12 @@ const app = new Elysia()
     .use(tagRoutes)
     .use(engagementRoutes)
     .use(statsRoutes)
+    .use(mergeRoutes)
+    .use(searchRoutes)
+    .use(exportRoutes)
+    .use(documentRoutes)
+    .use(goalRoutes)
+    .use(referralRoutes)
   )
   
   // Error handler

src/routes/documents.ts

@@ -0,0 +1,150 @@
+import { authMiddleware } from '../middleware/auth';
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { clientDocuments, clients } from '../db/schema';
+import { eq, and, desc, sql } from 'drizzle-orm';
+import type { User } from '../lib/auth';
+import { mkdir, unlink } from 'fs/promises';
+import { join } from 'path';
+
+const UPLOAD_DIR = process.env.UPLOAD_DIR || './uploads/documents';
+
+async function verifyClientOwnership(clientId: string, userId: string) {
+  const [client] = await db.select({ id: clients.id })
+    .from(clients)
+    .where(and(eq(clients.id, clientId), eq(clients.userId, userId)))
+    .limit(1);
+  if (!client) throw new Error('Client not found');
+  return client;
+}
+
+export const documentRoutes = new Elysia()
+  .use(authMiddleware)
+
+  // List documents for a client
+  .get('/clients/:clientId/documents', async ({ params, query, user }: { params: { clientId: string }; query: { category?: string }; user: User }) => {
+    await verifyClientOwnership(params.clientId, user.id);
+
+    let q = db.select()
+      .from(clientDocuments)
+      .where(eq(clientDocuments.clientId, params.clientId))
+      .orderBy(desc(clientDocuments.createdAt));
+
+    if (query.category) {
+      q = db.select()
+        .from(clientDocuments)
+        .where(and(
+          eq(clientDocuments.clientId, params.clientId),
+          eq(clientDocuments.category, query.category),
+        ))
+        .orderBy(desc(clientDocuments.createdAt));
+    }
+
+    return q;
+  }, {
+    params: t.Object({ clientId: t.String({ format: 'uuid' }) }),
+    query: t.Object({ category: t.Optional(t.String()) }),
+  })
+
+  // Upload document
+  .post('/clients/:clientId/documents', async ({ params, body, user }: { params: { clientId: string }; body: { file: File; name?: string; category?: string; notes?: string }; user: User }) => {
+    await verifyClientOwnership(params.clientId, user.id);
+
+    const file = body.file;
+    if (!file || !(file instanceof File)) {
+      throw new Error('File is required');
+    }
+
+    // Create directory
+    const clientDir = join(UPLOAD_DIR, params.clientId);
+    await mkdir(clientDir, { recursive: true });
+
+    // Generate unique filename
+    const ext = file.name.split('.').pop() || 'bin';
+    const uniqueName = `${Date.now()}-${Math.random().toString(36).slice(2, 8)}.${ext}`;
+    const filePath = join(clientDir, uniqueName);
+
+    // Write file
+    const buffer = await file.arrayBuffer();
+    await Bun.write(filePath, buffer);
+
+    const [doc] = await db.insert(clientDocuments)
+      .values({
+        clientId: params.clientId,
+        userId: user.id,
+        name: body.name || file.name,
+        filename: uniqueName,
+        mimeType: file.type || 'application/octet-stream',
+        size: file.size,
+        category: body.category || 'other',
+        path: filePath,
+        notes: body.notes || null,
+      })
+      .returning();
+
+    return doc;
+  }, {
+    params: t.Object({ clientId: t.String({ format: 'uuid' }) }),
+    body: t.Object({
+      file: t.File(),
+      name: t.Optional(t.String()),
+      category: t.Optional(t.String()),
+      notes: t.Optional(t.String()),
+    }),
+  })
+
+  // Download document
+  .get('/documents/:documentId/download', async ({ params, user, set }: { params: { documentId: string }; user: User; set: any }) => {
+    const [doc] = await db.select()
+      .from(clientDocuments)
+      .where(and(
+        eq(clientDocuments.id, params.documentId),
+        eq(clientDocuments.userId, user.id),
+      ))
+      .limit(1);
+
+    if (!doc) throw new Error('Document not found');
+
+    const file = Bun.file(doc.path);
+    if (!await file.exists()) {
+      throw new Error('File not found on disk');
+    }
+
+    set.headers['content-type'] = doc.mimeType;
+    set.headers['content-disposition'] = `attachment; filename="${doc.name}"`;
+    return file;
+  }, {
+    params: t.Object({ documentId: t.String({ format: 'uuid' }) }),
+  })
+
+  // Delete document
+  .delete('/documents/:documentId', async ({ params, user }: { params: { documentId: string }; user: User }) => {
+    const [doc] = await db.delete(clientDocuments)
+      .where(and(
+        eq(clientDocuments.id, params.documentId),
+        eq(clientDocuments.userId, user.id),
+      ))
+      .returning();
+
+    if (!doc) throw new Error('Document not found');
+
+    // Try to delete file from disk
+    try { await unlink(doc.path); } catch {}
+
+    return { success: true, id: doc.id };
+  }, {
+    params: t.Object({ documentId: t.String({ format: 'uuid' }) }),
+  })
+
+  // Get document count for a client (used by client cards)
+  .get('/clients/:clientId/documents/count', async ({ params, user }: { params: { clientId: string }; user: User }) => {
+    await verifyClientOwnership(params.clientId, user.id);
+
+    const [result] = await db.select({ count: sql<number>`count(*)::int` })
+      .from(clientDocuments)
+      .where(eq(clientDocuments.clientId, params.clientId));
+
+    return { count: result?.count || 0 };
+  }, {
+    params: t.Object({ clientId: t.String({ format: 'uuid' }) }),
+  });

src/routes/export.ts

@@ -0,0 +1,270 @@
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { clients, communications, events, interactions, clientNotes, emailTemplates, clientSegments } from '../db/schema';
+import { and, eq, desc } from 'drizzle-orm';
+import { logAudit, getRequestMeta } from '../services/audit';
+
+export const exportRoutes = new Elysia({ prefix: '/export' })
+  // Full data export (JSON)
+  .get('/json', async ({ headers, request }) => {
+    const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
+    const bearerToken = headers['authorization']?.replace('Bearer ', '');
+    
+    let userId: string | null = null;
+    if (sessionToken) {
+      const session = await db.query.sessions.findFirst({
+        where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
+      });
+      userId = session?.userId ?? null;
+    }
+    if (!userId && bearerToken) {
+      const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
+      userId = admin?.id ?? null;
+    }
+    if (!userId) return new Response('Unauthorized', { status: 401 });
+
+    const [
+      allClients,
+      allEmails,
+      allEvents,
+      allInteractions,
+      allNotes,
+      allTemplates,
+      allSegments,
+    ] = await Promise.all([
+      db.select().from(clients).where(eq(clients.userId, userId)).orderBy(desc(clients.createdAt)),
+      db.select().from(communications).where(eq(communications.userId, userId)).orderBy(desc(communications.createdAt)),
+      db.select().from(events).where(eq(events.userId, userId)).orderBy(desc(events.date)),
+      db.select().from(interactions).where(eq(interactions.userId, userId)).orderBy(desc(interactions.createdAt)),
+      db.select().from(clientNotes).where(eq(clientNotes.userId, userId)).orderBy(desc(clientNotes.createdAt)),
+      db.select().from(emailTemplates).where(eq(emailTemplates.userId, userId)).orderBy(desc(emailTemplates.createdAt)),
+      db.select().from(clientSegments).where(eq(clientSegments.userId, userId)).orderBy(desc(clientSegments.createdAt)),
+    ]);
+
+    const meta = getRequestMeta(request);
+    await logAudit({
+      userId,
+      action: 'view',
+      entityType: 'export' as any,
+      entityId: 'full-json',
+      details: {
+        clients: allClients.length,
+        emails: allEmails.length,
+        events: allEvents.length,
+        interactions: allInteractions.length,
+        notes: allNotes.length,
+        templates: allTemplates.length,
+        segments: allSegments.length,
+      },
+      ...meta,
+    });
+
+    const exportData = {
+      exportedAt: new Date().toISOString(),
+      version: '1.0',
+      summary: {
+        clients: allClients.length,
+        emails: allEmails.length,
+        events: allEvents.length,
+        interactions: allInteractions.length,
+        notes: allNotes.length,
+        templates: allTemplates.length,
+        segments: allSegments.length,
+      },
+      data: {
+        clients: allClients,
+        emails: allEmails,
+        events: allEvents,
+        interactions: allInteractions,
+        notes: allNotes,
+        templates: allTemplates,
+        segments: allSegments,
+      },
+    };
+
+    return new Response(JSON.stringify(exportData, null, 2), {
+      headers: {
+        'Content-Type': 'application/json',
+        'Content-Disposition': `attachment; filename="network-app-export-${new Date().toISOString().split('T')[0]}.json"`,
+      },
+    });
+  })
+
+  // CSV export for clients
+  .get('/clients/csv', async ({ headers, request }) => {
+    const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
+    const bearerToken = headers['authorization']?.replace('Bearer ', '');
+    
+    let userId: string | null = null;
+    if (sessionToken) {
+      const session = await db.query.sessions.findFirst({
+        where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
+      });
+      userId = session?.userId ?? null;
+    }
+    if (!userId && bearerToken) {
+      const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
+      userId = admin?.id ?? null;
+    }
+    if (!userId) return new Response('Unauthorized', { status: 401 });
+
+    const allClients = await db.select().from(clients).where(eq(clients.userId, userId)).orderBy(desc(clients.createdAt));
+
+    const csvHeaders = [
+      'First Name', 'Last Name', 'Email', 'Phone', 'Company', 'Role', 'Industry',
+      'Stage', 'Street', 'City', 'State', 'Zip',
+      'Birthday', 'Anniversary', 'Interests', 'Tags', 'Notes',
+      'Last Contacted', 'Created At',
+    ];
+
+    const escCsv = (v: any) => {
+      if (v == null) return '';
+      const s = String(v);
+      if (s.includes(',') || s.includes('"') || s.includes('\n')) {
+        return `"${s.replace(/"/g, '""')}"`;
+      }
+      return s;
+    };
+
+    const rows = allClients.map(c => [
+      c.firstName, c.lastName, c.email, c.phone, c.company, c.role, c.industry,
+      c.stage, c.street, c.city, c.state, c.zip,
+      c.birthday?.toISOString().split('T')[0],
+      c.anniversary?.toISOString().split('T')[0],
+      ((c.interests as string[]) || []).join('; '),
+      ((c.tags as string[]) || []).join('; '),
+      c.notes,
+      c.lastContactedAt?.toISOString(),
+      c.createdAt.toISOString(),
+    ].map(escCsv).join(','));
+
+    const csv = [csvHeaders.join(','), ...rows].join('\n');
+
+    const csvMeta = getRequestMeta(request);
+    await logAudit({
+      userId,
+      action: 'view',
+      entityType: 'export' as any,
+      entityId: 'clients-csv',
+      details: { clientCount: allClients.length },
+      ...csvMeta,
+    });
+
+    return new Response(csv, {
+      headers: {
+        'Content-Type': 'text/csv',
+        'Content-Disposition': `attachment; filename="clients-export-${new Date().toISOString().split('T')[0]}.csv"`,
+      },
+    });
+  })
+
+  // CSV export for interactions
+  .get('/interactions/csv', async ({ headers, request }) => {
+    const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
+    const bearerToken = headers['authorization']?.replace('Bearer ', '');
+    
+    let userId: string | null = null;
+    if (sessionToken) {
+      const session = await db.query.sessions.findFirst({
+        where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
+      });
+      userId = session?.userId ?? null;
+    }
+    if (!userId && bearerToken) {
+      const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
+      userId = admin?.id ?? null;
+    }
+    if (!userId) return new Response('Unauthorized', { status: 401 });
+
+    const allInteractions = await db
+      .select({
+        id: interactions.id,
+        type: interactions.type,
+        title: interactions.title,
+        description: interactions.description,
+        duration: interactions.duration,
+        contactedAt: interactions.contactedAt,
+        createdAt: interactions.createdAt,
+        clientFirstName: clients.firstName,
+        clientLastName: clients.lastName,
+        clientEmail: clients.email,
+      })
+      .from(interactions)
+      .leftJoin(clients, eq(interactions.clientId, clients.id))
+      .where(eq(interactions.userId, userId))
+      .orderBy(desc(interactions.contactedAt));
+
+    const csvHeaders = ['Client Name', 'Client Email', 'Type', 'Title', 'Description', 'Duration (min)', 'Date', 'Created At'];
+
+    const escCsv = (v: any) => {
+      if (v == null) return '';
+      const s = String(v);
+      if (s.includes(',') || s.includes('"') || s.includes('\n')) {
+        return `"${s.replace(/"/g, '""')}"`;
+      }
+      return s;
+    };
+
+    const rows = allInteractions.map(i => [
+      `${i.clientFirstName} ${i.clientLastName}`,
+      i.clientEmail,
+      i.type,
+      i.title,
+      i.description,
+      i.duration,
+      i.contactedAt.toISOString(),
+      i.createdAt.toISOString(),
+    ].map(escCsv).join(','));
+
+    const csv = [csvHeaders.join(','), ...rows].join('\n');
+
+    return new Response(csv, {
+      headers: {
+        'Content-Type': 'text/csv',
+        'Content-Disposition': `attachment; filename="interactions-export-${new Date().toISOString().split('T')[0]}.csv"`,
+      },
+    });
+  })
+
+  // Export summary/stats
+  .get('/summary', async ({ headers }) => {
+    const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
+    const bearerToken = headers['authorization']?.replace('Bearer ', '');
+    
+    let userId: string | null = null;
+    if (sessionToken) {
+      const session = await db.query.sessions.findFirst({
+        where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
+      });
+      userId = session?.userId ?? null;
+    }
+    if (!userId && bearerToken) {
+      const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
+      userId = admin?.id ?? null;
+    }
+    if (!userId) return new Response('Unauthorized', { status: 401 });
+
+    const [clientCount, emailCount, eventCount, interactionCount, noteCount, templateCount, segmentCount] = await Promise.all([
+      db.select({ count: sql`count(*)` }).from(clients).where(eq(clients.userId, userId)),
+      db.select({ count: sql`count(*)` }).from(communications).where(eq(communications.userId, userId)),
+      db.select({ count: sql`count(*)` }).from(events).where(eq(events.userId, userId)),
+      db.select({ count: sql`count(*)` }).from(interactions).where(eq(interactions.userId, userId)),
+      db.select({ count: sql`count(*)` }).from(clientNotes).where(eq(clientNotes.userId, userId)),
+      db.select({ count: sql`count(*)` }).from(emailTemplates).where(eq(emailTemplates.userId, userId)),
+      db.select({ count: sql`count(*)` }).from(clientSegments).where(eq(clientSegments.userId, userId)),
+    ]);
+
+    return {
+      clients: Number(clientCount[0]?.count || 0),
+      emails: Number(emailCount[0]?.count || 0),
+      events: Number(eventCount[0]?.count || 0),
+      interactions: Number(interactionCount[0]?.count || 0),
+      notes: Number(noteCount[0]?.count || 0),
+      templates: Number(templateCount[0]?.count || 0),
+      segments: Number(segmentCount[0]?.count || 0),
+      exportFormats: ['json', 'clients-csv', 'interactions-csv'],
+    };
+  });
+
+// Need sql import
+import { sql } from 'drizzle-orm';

src/routes/goals.ts

@@ -0,0 +1,153 @@
+import { authMiddleware } from '../middleware/auth';
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { clientGoals, clients } from '../db/schema';
+import { eq, and, desc, sql, ne } from 'drizzle-orm';
+import type { User } from '../lib/auth';
+
+async function verifyClientOwnership(clientId: string, userId: string) {
+  const [client] = await db.select({ id: clients.id })
+    .from(clients)
+    .where(and(eq(clients.id, clientId), eq(clients.userId, userId)))
+    .limit(1);
+  if (!client) throw new Error('Client not found');
+  return client;
+}
+
+export const goalRoutes = new Elysia()
+  .use(authMiddleware)
+
+  // List goals for a client
+  .get('/clients/:clientId/goals', async ({ params, user }: { params: { clientId: string }; user: User }) => {
+    await verifyClientOwnership(params.clientId, user.id);
+
+    return db.select()
+      .from(clientGoals)
+      .where(eq(clientGoals.clientId, params.clientId))
+      .orderBy(desc(clientGoals.createdAt));
+  }, {
+    params: t.Object({ clientId: t.String({ format: 'uuid' }) }),
+  })
+
+  // Create goal
+  .post('/clients/:clientId/goals', async ({ params, body, user }: { params: { clientId: string }; body: any; user: User }) => {
+    await verifyClientOwnership(params.clientId, user.id);
+
+    const [goal] = await db.insert(clientGoals)
+      .values({
+        clientId: params.clientId,
+        userId: user.id,
+        title: body.title,
+        description: body.description || null,
+        category: body.category || 'other',
+        targetAmount: body.targetAmount || null,
+        currentAmount: body.currentAmount || '0',
+        targetDate: body.targetDate ? new Date(body.targetDate) : null,
+        status: body.status || 'on-track',
+        priority: body.priority || 'medium',
+      })
+      .returning();
+
+    return goal;
+  }, {
+    params: t.Object({ clientId: t.String({ format: 'uuid' }) }),
+    body: t.Object({
+      title: t.String({ minLength: 1 }),
+      description: t.Optional(t.String()),
+      category: t.Optional(t.String()),
+      targetAmount: t.Optional(t.String()),
+      currentAmount: t.Optional(t.String()),
+      targetDate: t.Optional(t.String()),
+      status: t.Optional(t.String()),
+      priority: t.Optional(t.String()),
+    }),
+  })
+
+  // Update goal
+  .put('/goals/:goalId', async ({ params, body, user }: { params: { goalId: string }; body: any; user: User }) => {
+    const updateData: Record<string, unknown> = { updatedAt: new Date() };
+    if (body.title !== undefined) updateData.title = body.title;
+    if (body.description !== undefined) updateData.description = body.description;
+    if (body.category !== undefined) updateData.category = body.category;
+    if (body.targetAmount !== undefined) updateData.targetAmount = body.targetAmount;
+    if (body.currentAmount !== undefined) updateData.currentAmount = body.currentAmount;
+    if (body.targetDate !== undefined) updateData.targetDate = body.targetDate ? new Date(body.targetDate) : null;
+    if (body.status !== undefined) updateData.status = body.status;
+    if (body.priority !== undefined) updateData.priority = body.priority;
+
+    const [goal] = await db.update(clientGoals)
+      .set(updateData)
+      .where(and(
+        eq(clientGoals.id, params.goalId),
+        eq(clientGoals.userId, user.id),
+      ))
+      .returning();
+
+    if (!goal) throw new Error('Goal not found');
+    return goal;
+  }, {
+    params: t.Object({ goalId: t.String({ format: 'uuid' }) }),
+    body: t.Object({
+      title: t.Optional(t.String({ minLength: 1 })),
+      description: t.Optional(t.String()),
+      category: t.Optional(t.String()),
+      targetAmount: t.Optional(t.String()),
+      currentAmount: t.Optional(t.String()),
+      targetDate: t.Optional(t.Nullable(t.String())),
+      status: t.Optional(t.String()),
+      priority: t.Optional(t.String()),
+    }),
+  })
+
+  // Delete goal
+  .delete('/goals/:goalId', async ({ params, user }: { params: { goalId: string }; user: User }) => {
+    const [deleted] = await db.delete(clientGoals)
+      .where(and(
+        eq(clientGoals.id, params.goalId),
+        eq(clientGoals.userId, user.id),
+      ))
+      .returning({ id: clientGoals.id });
+
+    if (!deleted) throw new Error('Goal not found');
+    return { success: true, id: deleted.id };
+  }, {
+    params: t.Object({ goalId: t.String({ format: 'uuid' }) }),
+  })
+
+  // Goals overview (dashboard) - at-risk goals across all clients
+  .get('/goals/overview', async ({ user }: { user: User }) => {
+    const allGoals = await db.select({
+      id: clientGoals.id,
+      clientId: clientGoals.clientId,
+      title: clientGoals.title,
+      category: clientGoals.category,
+      targetAmount: clientGoals.targetAmount,
+      currentAmount: clientGoals.currentAmount,
+      targetDate: clientGoals.targetDate,
+      status: clientGoals.status,
+      priority: clientGoals.priority,
+      clientFirstName: clients.firstName,
+      clientLastName: clients.lastName,
+    })
+      .from(clientGoals)
+      .innerJoin(clients, eq(clientGoals.clientId, clients.id))
+      .where(eq(clientGoals.userId, user.id))
+      .orderBy(desc(clientGoals.updatedAt));
+
+    const total = allGoals.length;
+    const byStatus = {
+      'on-track': allGoals.filter(g => g.status === 'on-track').length,
+      'at-risk': allGoals.filter(g => g.status === 'at-risk').length,
+      'behind': allGoals.filter(g => g.status === 'behind').length,
+      'completed': allGoals.filter(g => g.status === 'completed').length,
+    };
+    const atRiskGoals = allGoals.filter(g => g.status === 'at-risk' || g.status === 'behind');
+    const highPriorityGoals = allGoals.filter(g => g.priority === 'high' && g.status !== 'completed');
+
+    return {
+      total,
+      byStatus,
+      atRiskGoals: atRiskGoals.slice(0, 10),
+      highPriorityGoals: highPriorityGoals.slice(0, 10),
+    };
+  });

src/routes/merge.ts

@@ -0,0 +1,259 @@
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { clients, communications, events, interactions, clientNotes, notifications } from '../db/schema';
+import { and, eq, or, ilike, sql, desc, ne } from 'drizzle-orm';
+import { logAudit, getRequestMeta } from '../services/audit';
+
+export const mergeRoutes = new Elysia({ prefix: '/clients' })
+  // Find potential duplicates for a specific client
+  .get('/:id/duplicates', async ({ params, headers }) => {
+    const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
+    const bearerToken = headers['authorization']?.replace('Bearer ', '');
+    
+    let userId: string | null = null;
+    if (sessionToken) {
+      const session = await db.query.sessions.findFirst({
+        where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
+      });
+      userId = session?.userId ?? null;
+    }
+    if (!userId && bearerToken) {
+      const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
+      userId = admin?.id ?? null;
+    }
+    if (!userId) return new Response('Unauthorized', { status: 401 });
+
+    const client = await db.query.clients.findFirst({
+      where: (c, { eq: e }) => and(e(c.id, params.id), e(c.userId, userId)),
+    });
+    if (!client) return new Response('Client not found', { status: 404 });
+
+    // Find duplicates by name, email, phone, or company+role
+    const conditions: any[] = [];
+    
+    // Same first+last name (fuzzy)
+    conditions.push(
+      and(
+        ilike(clients.firstName, `%${client.firstName}%`),
+        ilike(clients.lastName, `%${client.lastName}%`)
+      )
+    );
+    
+    // Same email
+    if (client.email) {
+      conditions.push(eq(clients.email, client.email));
+    }
+    
+    // Same phone
+    if (client.phone) {
+      conditions.push(eq(clients.phone, client.phone));
+    }
+
+    const duplicates = await db
+      .select()
+      .from(clients)
+      .where(
+        and(
+          eq(clients.userId, userId),
+          ne(clients.id, params.id),
+          or(...conditions)
+        )
+      )
+      .orderBy(desc(clients.updatedAt));
+
+    // Score each duplicate
+    const scored = duplicates.map(dup => {
+      let score = 0;
+      const reasons: string[] = [];
+
+      // Exact name match
+      if (dup.firstName.toLowerCase() === client.firstName.toLowerCase() && 
+          dup.lastName.toLowerCase() === client.lastName.toLowerCase()) {
+        score += 40;
+        reasons.push('Exact name match');
+      } else if (dup.firstName.toLowerCase().includes(client.firstName.toLowerCase()) ||
+                 client.firstName.toLowerCase().includes(dup.firstName.toLowerCase())) {
+        score += 20;
+        reasons.push('Similar name');
+      }
+
+      // Email match
+      if (client.email && dup.email && dup.email.toLowerCase() === client.email.toLowerCase()) {
+        score += 35;
+        reasons.push('Same email');
+      }
+
+      // Phone match (normalize)
+      if (client.phone && dup.phone) {
+        const norm = (p: string) => p.replace(/\D/g, '');
+        if (norm(dup.phone) === norm(client.phone)) {
+          score += 30;
+          reasons.push('Same phone');
+        }
+      }
+
+      // Same company + role
+      if (client.company && dup.company && 
+          dup.company.toLowerCase() === client.company.toLowerCase()) {
+        score += 10;
+        reasons.push('Same company');
+        if (client.role && dup.role && dup.role.toLowerCase() === client.role.toLowerCase()) {
+          score += 5;
+          reasons.push('Same role');
+        }
+      }
+
+      return { ...dup, duplicateScore: Math.min(score, 100), matchReasons: reasons };
+    });
+
+    // Only return those with score >= 20
+    return scored
+      .filter(d => d.duplicateScore >= 20)
+      .sort((a, b) => b.duplicateScore - a.duplicateScore);
+  })
+
+  // Merge two clients: keep primary, absorb secondary
+  .post('/:id/merge', async ({ params, body, headers, request }) => {
+    const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
+    const bearerToken = headers['authorization']?.replace('Bearer ', '');
+    
+    let userId: string | null = null;
+    if (sessionToken) {
+      const session = await db.query.sessions.findFirst({
+        where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
+      });
+      userId = session?.userId ?? null;
+    }
+    if (!userId && bearerToken) {
+      const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
+      userId = admin?.id ?? null;
+    }
+    if (!userId) return new Response('Unauthorized', { status: 401 });
+
+    const primaryId = params.id;
+    const secondaryId = body.mergeFromId;
+
+    if (primaryId === secondaryId) {
+      return new Response('Cannot merge a client with itself', { status: 400 });
+    }
+
+    const [primary, secondary] = await Promise.all([
+      db.query.clients.findFirst({ where: (c, { eq: e }) => and(e(c.id, primaryId), e(c.userId, userId)) }),
+      db.query.clients.findFirst({ where: (c, { eq: e }) => and(e(c.id, secondaryId), e(c.userId, userId)) }),
+    ]);
+
+    if (!primary || !secondary) {
+      return new Response('One or both clients not found', { status: 404 });
+    }
+
+    // Merge fields: primary wins, fill gaps from secondary
+    const mergedFields: Record<string, any> = {};
+    const fillable = ['email', 'phone', 'street', 'city', 'state', 'zip', 'company', 'role', 'industry', 'birthday', 'anniversary', 'notes'] as const;
+    
+    for (const field of fillable) {
+      if (!primary[field] && secondary[field]) {
+        mergedFields[field] = secondary[field];
+      }
+    }
+
+    // Merge interests (union)
+    const primaryInterests = (primary.interests as string[]) || [];
+    const secondaryInterests = (secondary.interests as string[]) || [];
+    const mergedInterests = [...new Set([...primaryInterests, ...secondaryInterests])];
+    if (mergedInterests.length > primaryInterests.length) {
+      mergedFields.interests = mergedInterests;
+    }
+
+    // Merge tags (union)
+    const primaryTags = (primary.tags as string[]) || [];
+    const secondaryTags = (secondary.tags as string[]) || [];
+    const mergedTags = [...new Set([...primaryTags, ...secondaryTags])];
+    if (mergedTags.length > primaryTags.length) {
+      mergedFields.tags = mergedTags;
+    }
+
+    // Merge family
+    if (!primary.family && secondary.family) {
+      mergedFields.family = secondary.family;
+    } else if (primary.family && secondary.family) {
+      const pf = primary.family as any;
+      const sf = secondary.family as any;
+      mergedFields.family = {
+        spouse: pf.spouse || sf.spouse,
+        children: [...new Set([...(pf.children || []), ...(sf.children || [])])],
+      };
+    }
+
+    // Merge notes (append if both have)
+    if (primary.notes && secondary.notes && primary.notes !== secondary.notes) {
+      mergedFields.notes = `${primary.notes}\n\n--- Merged from ${secondary.firstName} ${secondary.lastName} ---\n${secondary.notes}`;
+    }
+
+    // Use more recent lastContactedAt
+    if (secondary.lastContactedAt) {
+      if (!primary.lastContactedAt || secondary.lastContactedAt > primary.lastContactedAt) {
+        mergedFields.lastContactedAt = secondary.lastContactedAt;
+      }
+    }
+
+    // Keep better stage (active > onboarding > prospect > lead > inactive)
+    const stageRank: Record<string, number> = { active: 4, onboarding: 3, prospect: 2, lead: 1, inactive: 0 };
+    if ((stageRank[secondary.stage || 'lead'] || 0) > (stageRank[primary.stage || 'lead'] || 0)) {
+      mergedFields.stage = secondary.stage;
+    }
+
+    mergedFields.updatedAt = new Date();
+
+    // Execute merge in transaction
+    await db.transaction(async (tx) => {
+      // 1. Update primary with merged fields
+      if (Object.keys(mergedFields).length > 0) {
+        await tx.update(clients).set(mergedFields).where(eq(clients.id, primaryId));
+      }
+
+      // 2. Move all secondary's related records to primary
+      await tx.update(communications).set({ clientId: primaryId }).where(eq(communications.clientId, secondaryId));
+      await tx.update(events).set({ clientId: primaryId }).where(eq(events.clientId, secondaryId));
+      await tx.update(interactions).set({ clientId: primaryId }).where(eq(interactions.clientId, secondaryId));
+      await tx.update(clientNotes).set({ clientId: primaryId }).where(eq(clientNotes.clientId, secondaryId));
+      await tx.update(notifications).set({ clientId: primaryId }).where(eq(notifications.clientId, secondaryId));
+
+      // 3. Delete secondary client
+      await tx.delete(clients).where(eq(clients.id, secondaryId));
+    });
+
+    // Audit log
+    const meta = getRequestMeta(request);
+    await logAudit({
+      userId,
+      action: 'update',
+      entityType: 'client',
+      entityId: primaryId,
+      details: {
+        type: 'merge',
+        mergedFromId: secondaryId,
+        mergedFromName: `${secondary.firstName} ${secondary.lastName}`,
+        fieldsUpdated: Object.keys(mergedFields).filter(k => k !== 'updatedAt'),
+      },
+      ...meta,
+    });
+
+    // Get updated primary
+    const updated = await db.query.clients.findFirst({
+      where: (c, { eq: e }) => e(c.id, primaryId),
+    });
+
+    return {
+      success: true,
+      client: updated,
+      merged: {
+        fromId: secondaryId,
+        fromName: `${secondary.firstName} ${secondary.lastName}`,
+        fieldsUpdated: Object.keys(mergedFields).filter(k => k !== 'updatedAt'),
+      },
+    };
+  }, {
+    body: t.Object({
+      mergeFromId: t.String(),
+    }),
+  });

src/routes/referrals.ts

@@ -0,0 +1,203 @@
+import { authMiddleware } from '../middleware/auth';
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { referrals, clients } from '../db/schema';
+import { eq, and, desc, sql, or } from 'drizzle-orm';
+import { alias } from 'drizzle-orm/pg-core';
+import type { User } from '../lib/auth';
+
+async function verifyClientOwnership(clientId: string, userId: string) {
+  const [client] = await db.select({ id: clients.id })
+    .from(clients)
+    .where(and(eq(clients.id, clientId), eq(clients.userId, userId)))
+    .limit(1);
+  if (!client) throw new Error('Client not found');
+  return client;
+}
+
+const referrerClient = alias(clients, 'referrerClient');
+const referredClient = alias(clients, 'referredClient');
+
+export const referralRoutes = new Elysia()
+  .use(authMiddleware)
+
+  // List referrals for a client (given + received)
+  .get('/clients/:clientId/referrals', async ({ params, user }: { params: { clientId: string }; user: User }) => {
+    await verifyClientOwnership(params.clientId, user.id);
+
+    const results = await db.select({
+      id: referrals.id,
+      referrerId: referrals.referrerId,
+      referredId: referrals.referredId,
+      type: referrals.type,
+      notes: referrals.notes,
+      status: referrals.status,
+      value: referrals.value,
+      createdAt: referrals.createdAt,
+      updatedAt: referrals.updatedAt,
+      referrerFirstName: referrerClient.firstName,
+      referrerLastName: referrerClient.lastName,
+      referredFirstName: referredClient.firstName,
+      referredLastName: referredClient.lastName,
+    })
+      .from(referrals)
+      .innerJoin(referrerClient, eq(referrals.referrerId, referrerClient.id))
+      .innerJoin(referredClient, eq(referrals.referredId, referredClient.id))
+      .where(and(
+        eq(referrals.userId, user.id),
+        or(
+          eq(referrals.referrerId, params.clientId),
+          eq(referrals.referredId, params.clientId),
+        ),
+      ))
+      .orderBy(desc(referrals.createdAt));
+
+    return results.map(r => ({
+      id: r.id,
+      referrerId: r.referrerId,
+      referredId: r.referredId,
+      type: r.type,
+      notes: r.notes,
+      status: r.status,
+      value: r.value,
+      createdAt: r.createdAt,
+      updatedAt: r.updatedAt,
+      referrer: { id: r.referrerId, firstName: r.referrerFirstName, lastName: r.referrerLastName },
+      referred: { id: r.referredId, firstName: r.referredFirstName, lastName: r.referredLastName },
+    }));
+  }, {
+    params: t.Object({ clientId: t.String({ format: 'uuid' }) }),
+  })
+
+  // Create referral
+  .post('/clients/:clientId/referrals', async ({ params, body, user }: { params: { clientId: string }; body: any; user: User }) => {
+    await verifyClientOwnership(params.clientId, user.id);
+
+    // Verify the other client exists and belongs to user
+    const referredClientId = body.referredId;
+    await verifyClientOwnership(referredClientId, user.id);
+
+    const [ref] = await db.insert(referrals)
+      .values({
+        referrerId: params.clientId,
+        referredId: referredClientId,
+        userId: user.id,
+        type: body.type || 'client',
+        notes: body.notes || null,
+        status: body.status || 'pending',
+        value: body.value || null,
+      })
+      .returning();
+
+    return ref;
+  }, {
+    params: t.Object({ clientId: t.String({ format: 'uuid' }) }),
+    body: t.Object({
+      referredId: t.String({ format: 'uuid' }),
+      type: t.Optional(t.String()),
+      notes: t.Optional(t.String()),
+      status: t.Optional(t.String()),
+      value: t.Optional(t.String()),
+    }),
+  })
+
+  // Update referral
+  .put('/referrals/:referralId', async ({ params, body, user }: { params: { referralId: string }; body: any; user: User }) => {
+    const updateData: Record<string, unknown> = { updatedAt: new Date() };
+    if (body.type !== undefined) updateData.type = body.type;
+    if (body.notes !== undefined) updateData.notes = body.notes;
+    if (body.status !== undefined) updateData.status = body.status;
+    if (body.value !== undefined) updateData.value = body.value;
+
+    const [ref] = await db.update(referrals)
+      .set(updateData)
+      .where(and(
+        eq(referrals.id, params.referralId),
+        eq(referrals.userId, user.id),
+      ))
+      .returning();
+
+    if (!ref) throw new Error('Referral not found');
+    return ref;
+  }, {
+    params: t.Object({ referralId: t.String({ format: 'uuid' }) }),
+    body: t.Object({
+      type: t.Optional(t.String()),
+      notes: t.Optional(t.String()),
+      status: t.Optional(t.String()),
+      value: t.Optional(t.String()),
+    }),
+  })
+
+  // Delete referral
+  .delete('/referrals/:referralId', async ({ params, user }: { params: { referralId: string }; user: User }) => {
+    const [deleted] = await db.delete(referrals)
+      .where(and(
+        eq(referrals.id, params.referralId),
+        eq(referrals.userId, user.id),
+      ))
+      .returning({ id: referrals.id });
+
+    if (!deleted) throw new Error('Referral not found');
+    return { success: true, id: deleted.id };
+  }, {
+    params: t.Object({ referralId: t.String({ format: 'uuid' }) }),
+  })
+
+  // Referral stats (dashboard)
+  .get('/referrals/stats', async ({ user }: { user: User }) => {
+    const allReferrals = await db.select({
+      id: referrals.id,
+      referrerId: referrals.referrerId,
+      referredId: referrals.referredId,
+      type: referrals.type,
+      status: referrals.status,
+      value: referrals.value,
+      referrerFirstName: referrerClient.firstName,
+      referrerLastName: referrerClient.lastName,
+    })
+      .from(referrals)
+      .innerJoin(referrerClient, eq(referrals.referrerId, referrerClient.id))
+      .where(eq(referrals.userId, user.id));
+
+    const total = allReferrals.length;
+    const converted = allReferrals.filter(r => r.status === 'converted').length;
+    const conversionRate = total > 0 ? Math.round((converted / total) * 100) : 0;
+    const totalValue = allReferrals
+      .filter(r => r.value)
+      .reduce((sum, r) => sum + parseFloat(r.value || '0'), 0);
+    const convertedValue = allReferrals
+      .filter(r => r.status === 'converted' && r.value)
+      .reduce((sum, r) => sum + parseFloat(r.value || '0'), 0);
+
+    // Top referrers
+    const referrerMap = new Map<string, { name: string; count: number; convertedCount: number }>();
+    for (const r of allReferrals) {
+      const key = r.referrerId;
+      const existing = referrerMap.get(key) || { name: `${r.referrerFirstName} ${r.referrerLastName}`, count: 0, convertedCount: 0 };
+      existing.count++;
+      if (r.status === 'converted') existing.convertedCount++;
+      referrerMap.set(key, existing);
+    }
+    const topReferrers = Array.from(referrerMap.entries())
+      .map(([id, data]) => ({ id, ...data }))
+      .sort((a, b) => b.count - a.count)
+      .slice(0, 10);
+
+    const byStatus = {
+      pending: allReferrals.filter(r => r.status === 'pending').length,
+      contacted: allReferrals.filter(r => r.status === 'contacted').length,
+      converted,
+      lost: allReferrals.filter(r => r.status === 'lost').length,
+    };
+
+    return {
+      total,
+      converted,
+      conversionRate,
+      totalValue,
+      convertedValue,
+      byStatus,
+      topReferrers,
+    };
+  });

src/routes/search.ts

@@ -0,0 +1,267 @@
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { clients, communications, events, interactions, clientNotes } from '../db/schema';
+import { and, eq, or, ilike, sql, desc } from 'drizzle-orm';
+
+export const searchRoutes = new Elysia({ prefix: '/search' })
+  .get('/', async ({ query, headers }) => {
+    // Auth check
+    const sessionToken = headers['cookie']?.match(/better-auth\.session_token=([^;]+)/)?.[1];
+    const bearerToken = headers['authorization']?.replace('Bearer ', '');
+    
+    let userId: string | null = null;
+    if (sessionToken) {
+      const session = await db.query.sessions.findFirst({
+        where: (s, { eq, gt }) => and(eq(s.token, sessionToken), gt(s.expiresAt, new Date())),
+      });
+      userId = session?.userId ?? null;
+    }
+    if (!userId && bearerToken) {
+      // Service account / bearer auth - get first admin
+      const admin = await db.query.users.findFirst({ where: (u, { eq }) => eq(u.role, 'admin') });
+      userId = admin?.id ?? null;
+    }
+    if (!userId) return new Response('Unauthorized', { status: 401 });
+
+    const q = query.q?.trim();
+    if (!q || q.length < 2) {
+      return { results: [], query: q, total: 0 };
+    }
+
+    const limit = Math.min(Number(query.limit) || 20, 50);
+    const types = query.types?.split(',') || ['clients', 'emails', 'events', 'interactions', 'notes'];
+    const pattern = `%${q}%`;
+
+    const results: Array<{
+      type: string;
+      id: string;
+      title: string;
+      subtitle?: string;
+      clientId?: string;
+      clientName?: string;
+      matchField: string;
+      createdAt: string;
+    }> = [];
+
+    // Search clients
+    if (types.includes('clients')) {
+      const clientResults = await db
+        .select()
+        .from(clients)
+        .where(
+          and(
+            eq(clients.userId, userId),
+            or(
+              ilike(clients.firstName, pattern),
+              ilike(clients.lastName, pattern),
+              ilike(clients.email, pattern),
+              ilike(clients.phone, pattern),
+              ilike(clients.company, pattern),
+              ilike(clients.industry, pattern),
+              ilike(clients.city, pattern),
+              ilike(clients.notes, pattern),
+              sql`${clients.firstName} || ' ' || ${clients.lastName} ILIKE ${pattern}`
+            )
+          )
+        )
+        .orderBy(desc(clients.updatedAt))
+        .limit(limit);
+
+      for (const c of clientResults) {
+        const fullName = `${c.firstName} ${c.lastName}`;
+        let matchField = 'name';
+        if (fullName.toLowerCase().includes(q.toLowerCase())) matchField = 'name';
+        else if (c.email?.toLowerCase().includes(q.toLowerCase())) matchField = 'email';
+        else if (c.phone?.toLowerCase().includes(q.toLowerCase())) matchField = 'phone';
+        else if (c.company?.toLowerCase().includes(q.toLowerCase())) matchField = 'company';
+        else if (c.industry?.toLowerCase().includes(q.toLowerCase())) matchField = 'industry';
+        else if (c.notes?.toLowerCase().includes(q.toLowerCase())) matchField = 'notes';
+
+        results.push({
+          type: 'client',
+          id: c.id,
+          title: fullName,
+          subtitle: [c.company, c.role].filter(Boolean).join(' · ') || c.email || undefined,
+          matchField,
+          createdAt: c.createdAt.toISOString(),
+        });
+      }
+    }
+
+    // Search emails/communications
+    if (types.includes('emails')) {
+      const emailResults = await db
+        .select({
+          id: communications.id,
+          subject: communications.subject,
+          content: communications.content,
+          status: communications.status,
+          clientId: communications.clientId,
+          createdAt: communications.createdAt,
+          clientFirstName: clients.firstName,
+          clientLastName: clients.lastName,
+        })
+        .from(communications)
+        .leftJoin(clients, eq(communications.clientId, clients.id))
+        .where(
+          and(
+            eq(communications.userId, userId),
+            or(
+              ilike(communications.subject, pattern),
+              ilike(communications.content, pattern)
+            )
+          )
+        )
+        .orderBy(desc(communications.createdAt))
+        .limit(limit);
+
+      for (const e of emailResults) {
+        results.push({
+          type: 'email',
+          id: e.id,
+          title: e.subject || '(No subject)',
+          subtitle: `${e.status} · ${e.clientFirstName} ${e.clientLastName}`,
+          clientId: e.clientId,
+          clientName: `${e.clientFirstName} ${e.clientLastName}`,
+          matchField: e.subject?.toLowerCase().includes(q.toLowerCase()) ? 'subject' : 'content',
+          createdAt: e.createdAt.toISOString(),
+        });
+      }
+    }
+
+    // Search events
+    if (types.includes('events')) {
+      const eventResults = await db
+        .select({
+          id: events.id,
+          title: events.title,
+          type: events.type,
+          date: events.date,
+          clientId: events.clientId,
+          createdAt: events.createdAt,
+          clientFirstName: clients.firstName,
+          clientLastName: clients.lastName,
+        })
+        .from(events)
+        .leftJoin(clients, eq(events.clientId, clients.id))
+        .where(
+          and(
+            eq(events.userId, userId),
+            ilike(events.title, pattern)
+          )
+        )
+        .orderBy(desc(events.date))
+        .limit(limit);
+
+      for (const ev of eventResults) {
+        results.push({
+          type: 'event',
+          id: ev.id,
+          title: ev.title,
+          subtitle: `${ev.type} · ${ev.clientFirstName} ${ev.clientLastName}`,
+          clientId: ev.clientId,
+          clientName: `${ev.clientFirstName} ${ev.clientLastName}`,
+          matchField: 'title',
+          createdAt: ev.createdAt.toISOString(),
+        });
+      }
+    }
+
+    // Search interactions
+    if (types.includes('interactions')) {
+      const intResults = await db
+        .select({
+          id: interactions.id,
+          title: interactions.title,
+          description: interactions.description,
+          type: interactions.type,
+          clientId: interactions.clientId,
+          createdAt: interactions.createdAt,
+          clientFirstName: clients.firstName,
+          clientLastName: clients.lastName,
+        })
+        .from(interactions)
+        .leftJoin(clients, eq(interactions.clientId, clients.id))
+        .where(
+          and(
+            eq(interactions.userId, userId),
+            or(
+              ilike(interactions.title, pattern),
+              ilike(interactions.description, pattern)
+            )
+          )
+        )
+        .orderBy(desc(interactions.createdAt))
+        .limit(limit);
+
+      for (const i of intResults) {
+        results.push({
+          type: 'interaction',
+          id: i.id,
+          title: i.title,
+          subtitle: `${i.type} · ${i.clientFirstName} ${i.clientLastName}`,
+          clientId: i.clientId,
+          clientName: `${i.clientFirstName} ${i.clientLastName}`,
+          matchField: i.title.toLowerCase().includes(q.toLowerCase()) ? 'title' : 'description',
+          createdAt: i.createdAt.toISOString(),
+        });
+      }
+    }
+
+    // Search notes
+    if (types.includes('notes')) {
+      const noteResults = await db
+        .select({
+          id: clientNotes.id,
+          content: clientNotes.content,
+          clientId: clientNotes.clientId,
+          createdAt: clientNotes.createdAt,
+          clientFirstName: clients.firstName,
+          clientLastName: clients.lastName,
+        })
+        .from(clientNotes)
+        .leftJoin(clients, eq(clientNotes.clientId, clients.id))
+        .where(
+          and(
+            eq(clientNotes.userId, userId),
+            ilike(clientNotes.content, pattern)
+          )
+        )
+        .orderBy(desc(clientNotes.createdAt))
+        .limit(limit);
+
+      for (const n of noteResults) {
+        const preview = n.content.length > 100 ? n.content.slice(0, 100) + '…' : n.content;
+        results.push({
+          type: 'note',
+          id: n.id,
+          title: preview,
+          subtitle: `Note · ${n.clientFirstName} ${n.clientLastName}`,
+          clientId: n.clientId,
+          clientName: `${n.clientFirstName} ${n.clientLastName}`,
+          matchField: 'content',
+          createdAt: n.createdAt.toISOString(),
+        });
+      }
+    }
+
+    // Sort all results by relevance (clients first, then by date)
+    const typeOrder: Record<string, number> = { client: 0, email: 1, event: 2, interaction: 3, note: 4 };
+    results.sort((a, b) => {
+      const typeDiff = (typeOrder[a.type] ?? 5) - (typeOrder[b.type] ?? 5);
+      if (typeDiff !== 0) return typeDiff;
+      return new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime();
+    });
+
+    return {
+      results: results.slice(0, limit),
+      query: q,
+      total: results.length,
+    };
+  }, {
+    query: t.Object({
+      q: t.Optional(t.String()),
+      types: t.Optional(t.String()),
+      limit: t.Optional(t.String()),
+    }),
+  });