fix: resolve ESLint parse errors, unused imports, and TS unknown type errors

- Fix catch blocks with inline comments that broke parsing
- Remove unused Edit3 import from ClientReferrals
- Add eslint-disable for set-state-in-effect (intentional fetch-on-mount pattern)
- Fix 'e' is of type 'unknown' errors with instanceof checks

.gitea/workflows/ci.yml

@@ -0,0 +1,49 @@
+name: CI/CD
+
+on:
+  push:
+    branches: [main]
+  pull_request:
+    branches: [main]
+
+jobs:
+  test:
+    runs-on: ubuntu-latest
+
+    steps:
+      - name: Checkout
+        uses: actions/checkout@v4
+
+      - name: Setup Node
+        uses: actions/setup-node@v4
+        with:
+          node-version: 22
+
+      - name: Install dependencies
+        run: npm ci
+
+      - name: Lint
+        run: npm run lint
+
+      - name: Type check
+        run: npx tsc --noEmit
+
+      - name: Run tests
+        run: npm test
+
+      - name: Build
+        run: npm run build
+
+  deploy:
+    needs: test
+    runs-on: ubuntu-latest
+    if: github.event_name == 'push' && github.ref == 'refs/heads/main'
+
+    steps:
+      - name: Deploy to Dokploy
+        run: |
+          curl -fsSL -X POST "${{ secrets.DOKPLOY_URL }}/api/compose.deploy" \
+            -H "Content-Type: application/json" \
+            -H "x-api-key: ${{ secrets.DOKPLOY_API_TOKEN }}" \
+            -d '{"composeId": "${{ secrets.DOKPLOY_COMPOSE_ID }}"}'
+          echo "Deploy triggered on Dokploy"

nginx.conf

@@ -4,6 +4,16 @@ server {
     root /usr/share/nginx/html;
     index index.html;
 
+    # Proxy API requests to backend (same-origin = no cookie issues in Brave etc.)
+    location /api/ {
+        proxy_pass https://api.thenetwork.donovankelly.xyz/api/;
+        proxy_set_header Host api.thenetwork.donovankelly.xyz;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+        proxy_set_header X-Forwarded-Proto $scheme;
+        proxy_ssl_server_name on;
+    }
+
     location / {
         try_files $uri $uri/ /index.html;
     }

src/App.tsx

@@ -3,6 +3,10 @@ import { BrowserRouter, Routes, Route, Navigate } from 'react-router-dom';
 import { useAuthStore } from '@/stores/auth';
 import Layout from '@/components/Layout';
 import { PageLoader } from '@/components/LoadingSpinner';
+import ErrorBoundary from '@/components/ErrorBoundary';
+import { ToastContainer } from '@/components/Toast';
+import { toast } from '@/lib/toast';
+import { api } from '@/lib/api';
 
 const LoginPage = lazy(() => import('@/pages/LoginPage'));
 const DashboardPage = lazy(() => import('@/pages/DashboardPage'));
@@ -14,9 +18,16 @@ const SettingsPage = lazy(() => import('@/pages/SettingsPage'));
 const AdminPage = lazy(() => import('@/pages/AdminPage'));
 const NetworkPage = lazy(() => import('@/pages/NetworkPage'));
 const ReportsPage = lazy(() => import('@/pages/ReportsPage'));
+const TemplatesPage = lazy(() => import('@/pages/TemplatesPage'));
+const SegmentsPage = lazy(() => import('@/pages/SegmentsPage'));
 const InvitePage = lazy(() => import('@/pages/InvitePage'));
 const ForgotPasswordPage = lazy(() => import('@/pages/ForgotPasswordPage'));
 const ResetPasswordPage = lazy(() => import('@/pages/ResetPasswordPage'));
+const AuditLogPage = lazy(() => import('@/pages/AuditLogPage'));
+const TagsPage = lazy(() => import('@/pages/TagsPage'));
+const EngagementPage = lazy(() => import('@/pages/EngagementPage'));
+const SearchPage = lazy(() => import('@/pages/SearchPage'));
+const ExportPage = lazy(() => import('@/pages/ExportPage'));
 
 function ProtectedRoute({ children }: { children: React.ReactNode }) {
   const { isAuthenticated, isLoading } = useAuthStore();
@@ -25,6 +36,21 @@ function ProtectedRoute({ children }: { children: React.ReactNode }) {
   return <>{children}</>;
 }
 
+// Setup global API error interceptor
+api.setErrorHandler((status, message) => {
+  if (status === 401) {
+    toast.error('Session expired. Please log in again.');
+  } else if (status === 403) {
+    toast.error('Access denied: ' + message);
+  } else if (status >= 500) {
+    toast.error('Server error: ' + message);
+  }
+});
+
+function PageErrorBoundary({ children }: { children: React.ReactNode }) {
+  return <ErrorBoundary>{children}</ErrorBoundary>;
+}
+
 export default function App() {
   const { checkSession, isAuthenticated } = useAuthStore();
 
@@ -37,28 +63,36 @@ export default function App() {
       <Suspense fallback={<PageLoader />}>
         <Routes>
           <Route path="/login" element={
-            isAuthenticated ? <Navigate to="/" replace /> : <LoginPage />
+            isAuthenticated ? <Navigate to="/" replace /> : <PageErrorBoundary><LoginPage /></PageErrorBoundary>
           } />
-          <Route path="/invite/:token" element={<InvitePage />} />
+          <Route path="/invite/:token" element={<PageErrorBoundary><InvitePage /></PageErrorBoundary>} />
-          <Route path="/forgot-password" element={<ForgotPasswordPage />} />
+          <Route path="/forgot-password" element={<PageErrorBoundary><ForgotPasswordPage /></PageErrorBoundary>} />
-          <Route path="/reset-password/:token" element={<ResetPasswordPage />} />
+          <Route path="/reset-password/:token" element={<PageErrorBoundary><ResetPasswordPage /></PageErrorBoundary>} />
           <Route path="/" element={
             <ProtectedRoute>
               <Layout />
             </ProtectedRoute>
           }>
-            <Route index element={<DashboardPage />} />
+            <Route index element={<PageErrorBoundary><DashboardPage /></PageErrorBoundary>} />
-            <Route path="clients" element={<ClientsPage />} />
+            <Route path="clients" element={<PageErrorBoundary><ClientsPage /></PageErrorBoundary>} />
-            <Route path="clients/:id" element={<ClientDetailPage />} />
+            <Route path="clients/:id" element={<PageErrorBoundary><ClientDetailPage /></PageErrorBoundary>} />
-            <Route path="events" element={<EventsPage />} />
+            <Route path="events" element={<PageErrorBoundary><EventsPage /></PageErrorBoundary>} />
-            <Route path="emails" element={<EmailsPage />} />
+            <Route path="emails" element={<PageErrorBoundary><EmailsPage /></PageErrorBoundary>} />
-            <Route path="network" element={<NetworkPage />} />
+            <Route path="network" element={<PageErrorBoundary><NetworkPage /></PageErrorBoundary>} />
-            <Route path="reports" element={<ReportsPage />} />
+            <Route path="reports" element={<PageErrorBoundary><ReportsPage /></PageErrorBoundary>} />
-            <Route path="settings" element={<SettingsPage />} />
+            <Route path="templates" element={<PageErrorBoundary><TemplatesPage /></PageErrorBoundary>} />
-            <Route path="admin" element={<AdminPage />} />
+            <Route path="tags" element={<PageErrorBoundary><TagsPage /></PageErrorBoundary>} />
+            <Route path="segments" element={<PageErrorBoundary><SegmentsPage /></PageErrorBoundary>} />
+            <Route path="settings" element={<PageErrorBoundary><SettingsPage /></PageErrorBoundary>} />
+            <Route path="admin" element={<PageErrorBoundary><AdminPage /></PageErrorBoundary>} />
+            <Route path="engagement" element={<PageErrorBoundary><EngagementPage /></PageErrorBoundary>} />
+            <Route path="search" element={<PageErrorBoundary><SearchPage /></PageErrorBoundary>} />
+            <Route path="export" element={<PageErrorBoundary><ExportPage /></PageErrorBoundary>} />
+            <Route path="audit-log" element={<PageErrorBoundary><AuditLogPage /></PageErrorBoundary>} />
           </Route>
         </Routes>
       </Suspense>
+      <ToastContainer />
     </BrowserRouter>
   );
 }

src/components/Badge.tsx

@@ -53,3 +53,24 @@ export function EmailStatusBadge({ status }: { status: string }) {
   };
   return <Badge color={colors[status] || 'gray'}>{status}</Badge>;
 }
+
+const stageLabels: Record<string, string> = {
+  lead: 'Lead',
+  prospect: 'Prospect',
+  onboarding: 'Onboarding',
+  active: 'Active',
+  inactive: 'Inactive',
+};
+
+const stageColors: Record<string, keyof typeof colorMap> = {
+  lead: 'gray',
+  prospect: 'blue',
+  onboarding: 'yellow',
+  active: 'green',
+  inactive: 'red',
+};
+
+export function StageBadge({ stage, onClick }: { stage?: string; onClick?: () => void }) {
+  const s = stage || 'lead';
+  return <Badge color={stageColors[s] || 'gray'} onClick={onClick}>{stageLabels[s] || s}</Badge>;
+}

src/components/BulkEmailModal.tsx

@@ -0,0 +1,380 @@
+import { useState, useEffect, useMemo } from 'react';
+import { api } from '@/lib/api';
+import type { Client, BulkEmailResult } from '@/types';
+import Modal from '@/components/Modal';
+import LoadingSpinner from '@/components/LoadingSpinner';
+import { Sparkles, Send, CheckCircle2, XCircle, Search, Users, ChevronLeft, ChevronRight } from 'lucide-react';
+import { cn } from '@/lib/utils';
+
+interface BulkEmailModalProps {
+  isOpen: boolean;
+  onClose: () => void;
+  clients: Client[];
+  onComplete?: () => void;
+}
+
+type Step = 'select' | 'configure' | 'preview' | 'done';
+
+export default function BulkEmailModal({ isOpen, onClose, clients, onComplete }: BulkEmailModalProps) {
+  const [step, setStep] = useState<Step>('select');
+  const [selectedIds, setSelectedIds] = useState<Set<string>>(new Set());
+  const [search, setSearch] = useState('');
+  const [stageFilter, setStageFilter] = useState<string>('');
+  const [purpose, setPurpose] = useState('');
+  const [provider, setProvider] = useState<'anthropic' | 'openai'>('anthropic');
+  const [generating, setGenerating] = useState(false);
+  const [result, setResult] = useState<BulkEmailResult | null>(null);
+  const [activePreview, setActivePreview] = useState(0);
+  const [sending, setSending] = useState(false);
+  const [sendResult, setSendResult] = useState<{ sent: number; failed: number } | null>(null);
+
+  useEffect(() => {
+    if (isOpen) {
+      setStep('select');
+      setSelectedIds(new Set());
+      setSearch('');
+      setStageFilter('');
+      setPurpose('');
+      setResult(null);
+      setActivePreview(0);
+      setSendResult(null);
+    }
+  }, [isOpen]);
+
+  const filteredClients = useMemo(() => {
+    let filtered = clients;
+    if (search) {
+      const q = search.toLowerCase();
+      filtered = filtered.filter(c =>
+        `${c.firstName} ${c.lastName}`.toLowerCase().includes(q) ||
+        c.email?.toLowerCase().includes(q) ||
+        c.company?.toLowerCase().includes(q)
+      );
+    }
+    if (stageFilter) {
+      filtered = filtered.filter(c => c.stage === stageFilter);
+    }
+    return filtered;
+  }, [clients, search, stageFilter]);
+
+  const toggleClient = (id: string) => {
+    setSelectedIds(prev => {
+      const next = new Set(prev);
+      if (next.has(id)) next.delete(id);
+      else next.add(id);
+      return next;
+    });
+  };
+
+  const selectAll = () => {
+    setSelectedIds(new Set(filteredClients.map(c => c.id)));
+  };
+
+  const clearAll = () => setSelectedIds(new Set());
+
+  const handleGenerate = async () => {
+    setGenerating(true);
+    try {
+      const res = await api.bulkGenerateEmails(Array.from(selectedIds), purpose, provider);
+      setResult(res);
+      setStep('preview');
+    } catch (err) {
+      console.error('Bulk generate failed:', err);
+    } finally {
+      setGenerating(false);
+    }
+  };
+
+  const handleSendAll = async () => {
+    if (!result) return;
+    setSending(true);
+    try {
+      const res = await api.bulkSendEmails(result.batchId);
+      setSendResult({ sent: res.sent, failed: res.failed });
+      setStep('done');
+      onComplete?.();
+    } catch (err) {
+      console.error('Bulk send failed:', err);
+    } finally {
+      setSending(false);
+    }
+  };
+
+  const handleSendSingle = async (emailId: string) => {
+    try {
+      await api.sendEmail(emailId);
+      // Update result to reflect sent
+      setResult(prev => prev ? {
+        ...prev,
+        results: prev.results.map(r =>
+          r.email?.id === emailId ? { ...r, email: { ...r.email!, status: 'sent' as const } } : r
+        ),
+      } : null);
+    } catch (err) {
+      console.error('Send failed:', err);
+    }
+  };
+
+  const successResults = result?.results.filter(r => r.success && r.email) || [];
+  const stages = ['lead', 'prospect', 'onboarding', 'active', 'inactive'];
+
+  return (
+    <Modal isOpen={isOpen} onClose={onClose} title="Bulk Email Compose" size="xl">
+      <div className="min-h-[400px]">
+        {/* Steps indicator */}
+        <div className="flex items-center gap-2 mb-6">
+          {(['select', 'configure', 'preview'] as Step[]).map((s, i) => (
+            <div key={s} className="flex items-center gap-2">
+              <div className={cn(
+                'w-7 h-7 rounded-full flex items-center justify-center text-xs font-bold',
+                step === s ? 'bg-blue-600 text-white' :
+                  (['select', 'configure', 'preview'].indexOf(step) > i ? 'bg-blue-100 dark:bg-blue-900/50 text-blue-600 dark:text-blue-400' : 'bg-slate-100 dark:bg-slate-700 text-slate-400')
+              )}>
+                {i + 1}
+              </div>
+              <span className={cn('text-sm font-medium', step === s ? 'text-slate-800 dark:text-slate-200' : 'text-slate-400 dark:text-slate-500')}>
+                {s === 'select' ? 'Select Clients' : s === 'configure' ? 'Configure' : 'Preview & Send'}
+              </span>
+              {i < 2 && <div className="w-8 h-px bg-slate-200 dark:bg-slate-600" />}
+            </div>
+          ))}
+        </div>
+
+        {/* Step 1: Select Clients */}
+        {step === 'select' && (
+          <div className="space-y-4">
+            <div className="flex gap-3">
+              <div className="flex-1 relative">
+                <Search className="absolute left-3 top-2.5 w-4 h-4 text-slate-400" />
+                <input
+                  value={search}
+                  onChange={e => setSearch(e.target.value)}
+                  placeholder="Search clients..."
+                  className="w-full pl-9 pr-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 bg-white dark:bg-slate-800 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                />
+              </div>
+              <select
+                value={stageFilter}
+                onChange={e => setStageFilter(e.target.value)}
+                className="px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 bg-white dark:bg-slate-800"
+              >
+                <option value="">All Stages</option>
+                {stages.map(s => <option key={s} value={s}>{s.charAt(0).toUpperCase() + s.slice(1)}</option>)}
+              </select>
+            </div>
+
+            <div className="flex items-center justify-between text-sm">
+              <span className="text-slate-500 dark:text-slate-400">
+                {selectedIds.size} of {filteredClients.length} selected
+              </span>
+              <div className="flex gap-3">
+                <button onClick={selectAll} className="text-blue-600 dark:text-blue-400 hover:underline text-xs font-medium">Select all</button>
+                {selectedIds.size > 0 && <button onClick={clearAll} className="text-red-500 hover:underline text-xs font-medium">Clear</button>}
+              </div>
+            </div>
+
+            <div className="max-h-[280px] overflow-y-auto border border-slate-200 dark:border-slate-700 rounded-lg divide-y divide-slate-100 dark:divide-slate-700">
+              {filteredClients.map(c => (
+                <label key={c.id} className="flex items-center gap-3 px-4 py-2.5 hover:bg-slate-50 dark:hover:bg-slate-700/50 cursor-pointer">
+                  <input
+                    type="checkbox"
+                    checked={selectedIds.has(c.id)}
+                    onChange={() => toggleClient(c.id)}
+                    className="w-4 h-4 rounded border-slate-300 dark:border-slate-600 text-blue-600 focus:ring-blue-500"
+                  />
+                  <div className="flex-1 min-w-0">
+                    <p className="text-sm font-medium text-slate-800 dark:text-slate-200 truncate">{c.firstName} {c.lastName}</p>
+                    <p className="text-xs text-slate-500 dark:text-slate-400 truncate">{c.email || 'No email'} {c.company ? `· ${c.company}` : ''}</p>
+                  </div>
+                  {!c.email && <span className="text-xs text-red-400">No email</span>}
+                </label>
+              ))}
+              {filteredClients.length === 0 && (
+                <p className="px-4 py-6 text-center text-sm text-slate-400">No clients found</p>
+              )}
+            </div>
+
+            <div className="flex justify-end">
+              <button
+                onClick={() => setStep('configure')}
+                disabled={selectedIds.size === 0}
+                className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 disabled:opacity-50 transition-colors"
+              >
+                Next
+                <ChevronRight className="w-4 h-4" />
+              </button>
+            </div>
+          </div>
+        )}
+
+        {/* Step 2: Configure */}
+        {step === 'configure' && (
+          <div className="space-y-4">
+            <div className="bg-blue-50 dark:bg-blue-900/20 border border-blue-200 dark:border-blue-800 rounded-lg p-3 flex items-center gap-2">
+              <Users className="w-4 h-4 text-blue-600 dark:text-blue-400" />
+              <span className="text-sm text-blue-700 dark:text-blue-300">{selectedIds.size} client{selectedIds.size !== 1 ? 's' : ''} selected</span>
+            </div>
+
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Purpose / Email Topic *</label>
+              <textarea
+                value={purpose}
+                onChange={e => setPurpose(e.target.value)}
+                rows={4}
+                placeholder="What is this email about? E.g., 'Quarterly portfolio review check-in', 'Holiday greeting', 'New investment opportunity update'..."
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 bg-white dark:bg-slate-800 focus:outline-none focus:ring-2 focus:ring-blue-500"
+              />
+            </div>
+
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">AI Provider</label>
+              <select
+                value={provider}
+                onChange={e => setProvider(e.target.value as 'anthropic' | 'openai')}
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 bg-white dark:bg-slate-800"
+              >
+                <option value="anthropic">Anthropic (Claude)</option>
+                <option value="openai">OpenAI (GPT)</option>
+              </select>
+            </div>
+
+            <div className="flex justify-between pt-2">
+              <button
+                onClick={() => setStep('select')}
+                className="flex items-center gap-2 px-4 py-2 text-sm text-slate-600 dark:text-slate-300 hover:bg-slate-100 dark:hover:bg-slate-700 rounded-lg transition-colors"
+              >
+                <ChevronLeft className="w-4 h-4" />
+                Back
+              </button>
+              <button
+                onClick={handleGenerate}
+                disabled={!purpose.trim() || generating}
+                className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 disabled:opacity-50 transition-colors"
+              >
+                {generating ? (
+                  <>
+                    <LoadingSpinner size="sm" className="text-white" />
+                    Generating {selectedIds.size} emails...
+                  </>
+                ) : (
+                  <>
+                    <Sparkles className="w-4 h-4" />
+                    Generate Emails
+                  </>
+                )}
+              </button>
+            </div>
+          </div>
+        )}
+
+        {/* Step 3: Preview */}
+        {step === 'preview' && result && (
+          <div className="space-y-4">
+            <div className="flex items-center gap-3 text-sm">
+              <span className="text-emerald-600 dark:text-emerald-400 font-medium">
+                <CheckCircle2 className="w-4 h-4 inline mr-1" />
+                {result.generated}/{result.total} generated
+              </span>
+              {result.total - result.generated > 0 && (
+                <span className="text-red-500">
+                  <XCircle className="w-4 h-4 inline mr-1" />
+                  {result.total - result.generated} failed
+                </span>
+              )}
+            </div>
+
+            {successResults.length > 0 && (
+              <>
+                {/* Tab bar for each email */}
+                <div className="flex gap-1 overflow-x-auto pb-1">
+                  {successResults.map((r, i) => {
+                    const client = clients.find(c => c.id === r.clientId);
+                    return (
+                      <button
+                        key={r.clientId}
+                        onClick={() => setActivePreview(i)}
+                        className={cn(
+                          'flex-shrink-0 px-3 py-1.5 rounded-lg text-xs font-medium transition-colors',
+                          activePreview === i
+                            ? 'bg-blue-100 dark:bg-blue-900/50 text-blue-700 dark:text-blue-300'
+                            : 'bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 hover:bg-slate-200 dark:hover:bg-slate-600'
+                        )}
+                      >
+                        {client ? `${client.firstName} ${client.lastName}` : r.clientId.slice(0, 8)}
+                      </button>
+                    );
+                  })}
+                </div>
+
+                {/* Preview content */}
+                {successResults[activePreview]?.email && (
+                  <div className="border border-slate-200 dark:border-slate-700 rounded-lg overflow-hidden">
+                    <div className="px-4 py-2 bg-slate-50 dark:bg-slate-700/50 border-b border-slate-200 dark:border-slate-700">
+                      <p className="text-sm font-medium text-slate-800 dark:text-slate-200">
+                        Subject: {successResults[activePreview].email!.subject}
+                      </p>
+                    </div>
+                    <div className="px-4 py-3 max-h-[200px] overflow-y-auto">
+                      <pre className="text-sm text-slate-700 dark:text-slate-300 whitespace-pre-wrap font-sans">
+                        {successResults[activePreview].email!.content}
+                      </pre>
+                    </div>
+                    <div className="px-4 py-2 border-t border-slate-100 dark:border-slate-700 flex justify-end">
+                      <button
+                        onClick={() => handleSendSingle(successResults[activePreview].email!.id)}
+                        className="flex items-center gap-1.5 px-3 py-1.5 text-xs bg-blue-50 dark:bg-blue-900/30 text-blue-700 dark:text-blue-300 rounded-lg hover:bg-blue-100 dark:hover:bg-blue-900/50"
+                      >
+                        <Send className="w-3 h-3" /> Send this one
+                      </button>
+                    </div>
+                  </div>
+                )}
+              </>
+            )}
+
+            <div className="flex justify-between pt-2">
+              <button
+                onClick={() => { setStep('configure'); setResult(null); }}
+                className="flex items-center gap-2 px-4 py-2 text-sm text-slate-600 dark:text-slate-300 hover:bg-slate-100 dark:hover:bg-slate-700 rounded-lg"
+              >
+                <ChevronLeft className="w-4 h-4" />
+                Regenerate
+              </button>
+              <button
+                onClick={handleSendAll}
+                disabled={sending || successResults.length === 0}
+                className="flex items-center gap-2 px-4 py-2 bg-emerald-600 text-white rounded-lg text-sm font-medium hover:bg-emerald-700 disabled:opacity-50 transition-colors"
+              >
+                {sending ? (
+                  <><LoadingSpinner size="sm" className="text-white" /> Sending...</>
+                ) : (
+                  <><Send className="w-4 h-4" /> Send All ({successResults.length})</>
+                )}
+              </button>
+            </div>
+          </div>
+        )}
+
+        {/* Step 4: Done */}
+        {step === 'done' && sendResult && (
+          <div className="flex flex-col items-center justify-center py-12 space-y-4">
+            <CheckCircle2 className="w-16 h-16 text-emerald-500" />
+            <h3 className="text-lg font-semibold text-slate-800 dark:text-slate-200">Bulk Send Complete</h3>
+            <div className="flex gap-4 text-sm">
+              <span className="text-emerald-600 dark:text-emerald-400 font-medium">{sendResult.sent} sent</span>
+              {sendResult.failed > 0 && (
+                <span className="text-red-500 font-medium">{sendResult.failed} failed</span>
+              )}
+            </div>
+            <button
+              onClick={onClose}
+              className="mt-4 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors"
+            >
+              Close
+            </button>
+          </div>
+        )}
+      </div>
+    </Modal>
+  );
+}

src/components/CSVImportModal.tsx

@@ -3,7 +3,7 @@ import { api } from '@/lib/api';
 import type { ImportPreview, ImportResult } from '@/types';
 import Modal from '@/components/Modal';
 import LoadingSpinner from '@/components/LoadingSpinner';
-import { Upload, FileSpreadsheet, CheckCircle2, AlertCircle, ArrowRight, X } from 'lucide-react';
+import { Upload, FileSpreadsheet, CheckCircle2, AlertCircle, ArrowRight } from 'lucide-react';
 
 const CLIENT_FIELDS = [
   { value: '', label: '-- Skip --' },
@@ -71,8 +71,8 @@ export default function CSVImportModal({ isOpen, onClose, onComplete }: CSVImpor
       setPreview(previewData);
       setMapping(previewData.mapping);
       setStep('mapping');
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setError(err.message || 'Failed to parse CSV');
+      setError(err instanceof Error ? err.message : 'Failed to parse CSV');
     } finally {
       setLoading(false);
     }
@@ -109,8 +109,8 @@ export default function CSVImportModal({ isOpen, onClose, onComplete }: CSVImpor
       if (importResult.imported > 0) {
         onComplete();
       }
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setError(err.message || 'Import failed');
+      setError(err instanceof Error ? err.message : 'Import failed');
       setStep('mapping');
     } finally {
       setLoading(false);

src/components/ClientDocuments.tsx

@@ -0,0 +1,204 @@
+import { useEffect, useState, useCallback } from 'react';
+import { api, type ClientDocument } from '@/lib/api';
+import { FileText, Upload, Trash2, Download, File, FileImage, FileSpreadsheet, Filter } from 'lucide-react';
+import { formatDate } from '@/lib/utils';
+
+const CATEGORIES = [
+  { value: '', label: 'All' },
+  { value: 'contract', label: 'Contract' },
+  { value: 'agreement', label: 'Agreement' },
+  { value: 'id', label: 'ID Copy' },
+  { value: 'statement', label: 'Statement' },
+  { value: 'correspondence', label: 'Correspondence' },
+  { value: 'other', label: 'Other' },
+];
+
+const categoryColors: Record<string, string> = {
+  contract: 'bg-blue-100 text-blue-700 dark:bg-blue-900/30 dark:text-blue-300',
+  agreement: 'bg-purple-100 text-purple-700 dark:bg-purple-900/30 dark:text-purple-300',
+  id: 'bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300',
+  statement: 'bg-green-100 text-green-700 dark:bg-green-900/30 dark:text-green-300',
+  correspondence: 'bg-pink-100 text-pink-700 dark:bg-pink-900/30 dark:text-pink-300',
+  other: 'bg-slate-100 text-slate-700 dark:bg-slate-700 dark:text-slate-300',
+};
+
+function fileIcon(mimeType: string) {
+  if (mimeType.startsWith('image/')) return <FileImage className="w-5 h-5 text-pink-500" />;
+  if (mimeType.includes('spreadsheet') || mimeType.includes('csv') || mimeType.includes('excel'))
+    return <FileSpreadsheet className="w-5 h-5 text-green-500" />;
+  if (mimeType.includes('pdf')) return <FileText className="w-5 h-5 text-red-500" />;
+  return <File className="w-5 h-5 text-slate-400" />;
+}
+
+function formatSize(bytes: number): string {
+  if (bytes < 1024) return `${bytes} B`;
+  if (bytes < 1024 * 1024) return `${(bytes / 1024).toFixed(1)} KB`;
+  return `${(bytes / (1024 * 1024)).toFixed(1)} MB`;
+}
+
+export default function ClientDocuments({ clientId }: { clientId: string }) {
+  const [documents, setDocuments] = useState<ClientDocument[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [uploading, setUploading] = useState(false);
+  const [category, setCategory] = useState('');
+  const [dragOver, setDragOver] = useState(false);
+  const [uploadCategory, setUploadCategory] = useState('other');
+
+  const fetchDocs = useCallback(async () => {
+    try {
+      const docs = await api.getClientDocuments(clientId, category || undefined);
+      setDocuments(docs);
+    } catch { /* silently handled */ }
+    setLoading(false);
+  }, [clientId, category]);
+
+  // eslint-disable-next-line react-hooks/set-state-in-effect
+  useEffect(() => { fetchDocs(); }, [fetchDocs]);
+
+  const handleUpload = async (files: FileList | File[]) => {
+    setUploading(true);
+    try {
+      for (const file of Array.from(files)) {
+        await api.uploadDocument(clientId, file, { category: uploadCategory });
+      }
+      await fetchDocs();
+    } catch (e: unknown) {
+      alert(e instanceof Error ? e.message : 'Upload failed');
+    }
+    setUploading(false);
+  };
+
+  const handleDrop = (e: React.DragEvent) => {
+    e.preventDefault();
+    setDragOver(false);
+    if (e.dataTransfer.files.length) handleUpload(e.dataTransfer.files);
+  };
+
+  const handleDelete = async (docId: string) => {
+    if (!confirm('Delete this document?')) return;
+    try {
+      await api.deleteDocument(docId);
+      setDocuments(prev => prev.filter(d => d.id !== docId));
+    } catch { /* silently handled */ }
+  };
+
+  const handleDownload = (docId: string, name: string) => {
+    const token = localStorage.getItem('network-auth-token');
+    const url = api.getDocumentDownloadUrl(docId);
+    // Use fetch with auth header then download
+    fetch(url, {
+      headers: token ? { Authorization: `Bearer ${token}` } : {},
+      credentials: 'include',
+    })
+      .then(r => r.blob())
+      .then(blob => {
+        const a = document.createElement('a');
+        a.href = URL.createObjectURL(blob);
+        a.download = name;
+        a.click();
+        URL.revokeObjectURL(a.href);
+      });
+  };
+
+  return (
+    <div className="space-y-4">
+      {/* Upload Area */}
+      <div
+        onDrop={handleDrop}
+        onDragOver={e => { e.preventDefault(); setDragOver(true); }}
+        onDragLeave={() => setDragOver(false)}
+        className={`border-2 border-dashed rounded-xl p-8 text-center transition-colors ${
+          dragOver
+            ? 'border-blue-400 bg-blue-50 dark:bg-blue-900/20'
+            : 'border-slate-300 dark:border-slate-600 hover:border-blue-300 dark:hover:border-blue-500'
+        }`}
+      >
+        <Upload className="w-8 h-8 mx-auto text-slate-400 mb-2" />
+        <p className="text-sm text-slate-600 dark:text-slate-300 mb-2">
+          {uploading ? 'Uploading...' : 'Drag & drop files here, or click to browse'}
+        </p>
+        <div className="flex items-center justify-center gap-3">
+          <select
+            value={uploadCategory}
+            onChange={e => setUploadCategory(e.target.value)}
+            className="text-xs px-2 py-1 border border-slate-300 dark:border-slate-600 rounded bg-white dark:bg-slate-800 text-slate-700 dark:text-slate-300"
+          >
+            {CATEGORIES.filter(c => c.value).map(c => (
+              <option key={c.value} value={c.value}>{c.label}</option>
+            ))}
+          </select>
+          <label className="cursor-pointer px-4 py-2 bg-blue-600 text-white text-sm rounded-lg hover:bg-blue-700 transition-colors">
+            Browse Files
+            <input
+              type="file"
+              multiple
+              className="hidden"
+              onChange={e => e.target.files && handleUpload(e.target.files)}
+              disabled={uploading}
+            />
+          </label>
+        </div>
+      </div>
+
+      {/* Category Filter */}
+      <div className="flex items-center gap-2">
+        <Filter className="w-4 h-4 text-slate-400" />
+        <div className="flex gap-1.5 flex-wrap">
+          {CATEGORIES.map(c => (
+            <button
+              key={c.value}
+              onClick={() => setCategory(c.value)}
+              className={`px-2.5 py-1 rounded-full text-xs font-medium transition-colors ${
+                category === c.value
+                  ? 'bg-blue-600 text-white'
+                  : 'bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 hover:bg-slate-200 dark:hover:bg-slate-600'
+              }`}
+            >
+              {c.label}
+            </button>
+          ))}
+        </div>
+      </div>
+
+      {/* Document List */}
+      <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl divide-y divide-slate-100 dark:divide-slate-700">
+        {loading ? (
+          <p className="px-5 py-8 text-center text-sm text-slate-400">Loading...</p>
+        ) : documents.length === 0 ? (
+          <p className="px-5 py-8 text-center text-sm text-slate-400">No documents uploaded yet</p>
+        ) : (
+          documents.map(doc => (
+            <div key={doc.id} className="flex items-center gap-3 px-5 py-3">
+              {fileIcon(doc.mimeType)}
+              <div className="flex-1 min-w-0">
+                <p className="text-sm font-medium text-slate-900 dark:text-slate-100 truncate">{doc.name}</p>
+                <div className="flex items-center gap-2 mt-0.5">
+                  <span className={`px-1.5 py-0.5 rounded text-xs font-medium ${categoryColors[doc.category] || categoryColors.other}`}>
+                    {doc.category}
+                  </span>
+                  <span className="text-xs text-slate-400">{formatSize(doc.size)}</span>
+                  <span className="text-xs text-slate-400">{formatDate(doc.createdAt)}</span>
+                </div>
+                {doc.notes && <p className="text-xs text-slate-500 dark:text-slate-400 mt-0.5 truncate">{doc.notes}</p>}
+              </div>
+              <button
+                onClick={() => handleDownload(doc.id, doc.name)}
+                className="p-2 rounded-lg text-slate-400 hover:bg-slate-100 dark:hover:bg-slate-700 hover:text-blue-600 transition-colors"
+                title="Download"
+              >
+                <Download className="w-4 h-4" />
+              </button>
+              <button
+                onClick={() => handleDelete(doc.id)}
+                className="p-2 rounded-lg text-slate-400 hover:bg-red-50 dark:hover:bg-red-900/20 hover:text-red-600 transition-colors"
+                title="Delete"
+              >
+                <Trash2 className="w-4 h-4" />
+              </button>
+            </div>
+          ))
+        )}
+      </div>
+    </div>
+  );
+}

src/components/ClientForm.tsx

@@ -28,12 +28,13 @@ export default function ClientForm({ initialData, onSubmit, loading }: ClientFor
     family: initialData?.family || { spouse: '', children: [] },
     notes: initialData?.notes || '',
     tags: initialData?.tags || [],
+    stage: initialData?.stage || 'lead',
   });
 
   const [tagInput, setTagInput] = useState('');
   const [interestInput, setInterestInput] = useState('');
 
-  const update = (field: string, value: any) => setForm({ ...form, [field]: value });
+  const update = (field: string, value: unknown) => setForm({ ...form, [field]: value });
 
   const addTag = () => {
     if (tagInput.trim() && !form.tags?.includes(tagInput.trim())) {
@@ -56,7 +57,7 @@ export default function ClientForm({ initialData, onSubmit, loading }: ClientFor
   const handleSubmit = async (e: React.FormEvent) => {
     e.preventDefault();
     const cleaned = Object.fromEntries(
-      Object.entries(form).filter(([_, v]) => v !== '' && v !== undefined && !(Array.isArray(v) && v.length === 0))
+      Object.entries(form).filter(([, v]) => v !== '' && v !== undefined && !(Array.isArray(v) && v.length === 0))
     ) as ClientCreate;
     if (form.family?.spouse || (form.family?.children && form.family.children.length > 0)) {
       cleaned.family = form.family;
@@ -109,6 +110,18 @@ export default function ClientForm({ initialData, onSubmit, loading }: ClientFor
         </div>
       </div>
 
+      {/* Stage */}
+      <div>
+        <label className={labelClass}>Pipeline Stage</label>
+        <select value={form.stage || 'lead'} onChange={(e) => update('stage', e.target.value)} className={inputClass}>
+          <option value="lead">Lead</option>
+          <option value="prospect">Prospect</option>
+          <option value="onboarding">Onboarding</option>
+          <option value="active">Active</option>
+          <option value="inactive">Inactive</option>
+        </select>
+      </div>
+
       {/* Address */}
       <div>
         <label className={labelClass}>Street</label>

src/components/ClientGoals.tsx

@@ -0,0 +1,301 @@
+import { useEffect, useState, useCallback } from 'react';
+import { api, type ClientGoal, type ClientGoalCreate } from '@/lib/api';
+import { Target, Plus, Edit3, Trash2, CheckCircle2, AlertTriangle, Clock } from 'lucide-react';
+import { formatDate } from '@/lib/utils';
+import Modal from './Modal';
+
+const CATEGORIES = ['retirement', 'investment', 'savings', 'insurance', 'estate', 'education', 'debt', 'other'];
+const STATUSES = ['on-track', 'at-risk', 'behind', 'completed'];
+const PRIORITIES = ['high', 'medium', 'low'];
+
+const statusConfig: Record<string, { icon: typeof CheckCircle2; color: string; bg: string }> = {
+  'on-track': { icon: CheckCircle2, color: 'text-emerald-600 dark:text-emerald-400', bg: 'bg-emerald-100 dark:bg-emerald-900/30' },
+  'at-risk': { icon: AlertTriangle, color: 'text-amber-600 dark:text-amber-400', bg: 'bg-amber-100 dark:bg-amber-900/30' },
+  'behind': { icon: Clock, color: 'text-red-600 dark:text-red-400', bg: 'bg-red-100 dark:bg-red-900/30' },
+  'completed': { icon: CheckCircle2, color: 'text-blue-600 dark:text-blue-400', bg: 'bg-blue-100 dark:bg-blue-900/30' },
+};
+
+const priorityColors: Record<string, string> = {
+  high: 'bg-red-100 text-red-700 dark:bg-red-900/30 dark:text-red-300',
+  medium: 'bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300',
+  low: 'bg-slate-100 text-slate-600 dark:bg-slate-700 dark:text-slate-300',
+};
+
+function formatCurrency(val: string | null): string {
+  if (!val) return '$0';
+  const n = parseFloat(val);
+  if (isNaN(n)) return '$0';
+  return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }).format(n);
+}
+
+function progressPercent(current: string | null, target: string | null): number {
+  const c = parseFloat(current || '0');
+  const t = parseFloat(target || '0');
+  if (t <= 0) return 0;
+  return Math.min(100, Math.round((c / t) * 100));
+}
+
+interface GoalFormData {
+  title: string;
+  description: string;
+  category: string;
+  targetAmount: string;
+  currentAmount: string;
+  targetDate: string;
+  status: string;
+  priority: string;
+}
+
+const emptyForm: GoalFormData = {
+  title: '', description: '', category: 'other',
+  targetAmount: '', currentAmount: '', targetDate: '',
+  status: 'on-track', priority: 'medium',
+};
+
+export default function ClientGoals({ clientId }: { clientId: string }) {
+  const [goals, setGoals] = useState<ClientGoal[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [showForm, setShowForm] = useState(false);
+  const [editingGoal, setEditingGoal] = useState<ClientGoal | null>(null);
+  const [form, setForm] = useState<GoalFormData>(emptyForm);
+  const [saving, setSaving] = useState(false);
+
+  const fetchGoals = useCallback(async () => {
+    try {
+      const data = await api.getClientGoals(clientId);
+      setGoals(data);
+    } catch { /* silently handled */ }
+    setLoading(false);
+  }, [clientId]);
+
+  // eslint-disable-next-line react-hooks/set-state-in-effect
+  useEffect(() => { fetchGoals(); }, [fetchGoals]);
+
+  const openAdd = () => {
+    setEditingGoal(null);
+    setForm(emptyForm);
+    setShowForm(true);
+  };
+
+  const openEdit = (goal: ClientGoal) => {
+    setEditingGoal(goal);
+    setForm({
+      title: goal.title,
+      description: goal.description || '',
+      category: goal.category,
+      targetAmount: goal.targetAmount || '',
+      currentAmount: goal.currentAmount || '',
+      targetDate: goal.targetDate ? goal.targetDate.split('T')[0] : '',
+      status: goal.status,
+      priority: goal.priority,
+    });
+    setShowForm(true);
+  };
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    setSaving(true);
+    try {
+      const data: ClientGoalCreate = {
+        title: form.title,
+        description: form.description || undefined,
+        category: form.category,
+        targetAmount: form.targetAmount || undefined,
+        currentAmount: form.currentAmount || undefined,
+        targetDate: form.targetDate || undefined,
+        status: form.status,
+        priority: form.priority,
+      };
+      if (editingGoal) {
+        await api.updateGoal(editingGoal.id, data);
+      } else {
+        await api.createGoal(clientId, data);
+      }
+      setShowForm(false);
+      await fetchGoals();
+    } catch (e: unknown) {
+      alert(e instanceof Error ? e.message : 'Failed to save goal');
+    }
+    setSaving(false);
+  };
+
+  const handleDelete = async (goalId: string) => {
+    if (!confirm('Delete this goal?')) return;
+    try {
+      await api.deleteGoal(goalId);
+      setGoals(prev => prev.filter(g => g.id !== goalId));
+    } catch { /* silently handled */ }
+  };
+
+  const handleMarkComplete = async (goal: ClientGoal) => {
+    try {
+      await api.updateGoal(goal.id, { status: 'completed', currentAmount: goal.targetAmount || undefined });
+      await fetchGoals();
+    } catch { /* silently handled */ }
+  };
+
+  return (
+    <div className="space-y-4">
+      <div className="flex items-center justify-between">
+        <h3 className="font-semibold text-slate-900 dark:text-slate-100 flex items-center gap-2">
+          <Target className="w-5 h-5 text-blue-500" />
+          Financial Goals
+        </h3>
+        <button
+          onClick={openAdd}
+          className="flex items-center gap-1.5 px-3 py-1.5 bg-blue-600 text-white text-sm rounded-lg hover:bg-blue-700 transition-colors"
+        >
+          <Plus className="w-4 h-4" />
+          Add Goal
+        </button>
+      </div>
+
+      {loading ? (
+        <p className="text-center text-sm text-slate-400 py-8">Loading...</p>
+      ) : goals.length === 0 ? (
+        <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-8 text-center">
+          <Target className="w-10 h-10 mx-auto text-slate-300 dark:text-slate-600 mb-3" />
+          <p className="text-sm text-slate-500 dark:text-slate-400">No goals set for this client yet</p>
+        </div>
+      ) : (
+        <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+          {goals.map(goal => {
+            const pct = progressPercent(goal.currentAmount, goal.targetAmount);
+            const cfg = statusConfig[goal.status] || statusConfig['on-track'];
+            const StatusIcon = cfg.icon;
+            return (
+              <div key={goal.id} className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-5 space-y-3">
+                <div className="flex items-start justify-between">
+                  <div className="flex-1 min-w-0">
+                    <div className="flex items-center gap-2 flex-wrap">
+                      <h4 className="font-semibold text-slate-900 dark:text-slate-100 text-sm">{goal.title}</h4>
+                      <span className={`px-1.5 py-0.5 rounded text-xs font-medium ${priorityColors[goal.priority] || priorityColors.medium}`}>
+                        {goal.priority}
+                      </span>
+                    </div>
+                    {goal.description && (
+                      <p className="text-xs text-slate-500 dark:text-slate-400 mt-1 line-clamp-2">{goal.description}</p>
+                    )}
+                  </div>
+                  <div className="flex gap-1 ml-2">
+                    {goal.status !== 'completed' && (
+                      <button onClick={() => handleMarkComplete(goal)} className="p-1.5 rounded text-slate-400 hover:text-emerald-500 transition-colors" title="Mark complete">
+                        <CheckCircle2 className="w-4 h-4" />
+                      </button>
+                    )}
+                    <button onClick={() => openEdit(goal)} className="p-1.5 rounded text-slate-400 hover:text-blue-500 transition-colors" title="Edit">
+                      <Edit3 className="w-4 h-4" />
+                    </button>
+                    <button onClick={() => handleDelete(goal.id)} className="p-1.5 rounded text-slate-400 hover:text-red-500 transition-colors" title="Delete">
+                      <Trash2 className="w-4 h-4" />
+                    </button>
+                  </div>
+                </div>
+
+                {/* Progress Bar */}
+                {goal.targetAmount && parseFloat(goal.targetAmount) > 0 && (
+                  <div>
+                    <div className="flex justify-between text-xs mb-1">
+                      <span className="text-slate-500 dark:text-slate-400">{formatCurrency(goal.currentAmount)} of {formatCurrency(goal.targetAmount)}</span>
+                      <span className="font-medium text-slate-700 dark:text-slate-300">{pct}%</span>
+                    </div>
+                    <div className="w-full h-2 bg-slate-100 dark:bg-slate-700 rounded-full overflow-hidden">
+                      <div
+                        className={`h-full rounded-full transition-all ${
+                          goal.status === 'completed' ? 'bg-blue-500' :
+                          goal.status === 'behind' ? 'bg-red-500' :
+                          goal.status === 'at-risk' ? 'bg-amber-500' : 'bg-emerald-500'
+                        }`}
+                        style={{ width: `${pct}%` }}
+                      />
+                    </div>
+                  </div>
+                )}
+
+                {/* Status & Category */}
+                <div className="flex items-center gap-2 text-xs flex-wrap">
+                  <span className={`inline-flex items-center gap-1 px-2 py-0.5 rounded-full ${cfg.bg} ${cfg.color} font-medium`}>
+                    <StatusIcon className="w-3 h-3" />
+                    {goal.status}
+                  </span>
+                  <span className="px-2 py-0.5 rounded-full bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 font-medium">
+                    {goal.category}
+                  </span>
+                  {goal.targetDate && (
+                    <span className="text-slate-400">Target: {formatDate(goal.targetDate)}</span>
+                  )}
+                </div>
+              </div>
+            );
+          })}
+        </div>
+      )}
+
+      {/* Add/Edit Modal */}
+      <Modal isOpen={showForm} onClose={() => setShowForm(false)} title={editingGoal ? 'Edit Goal' : 'Add Goal'}>
+        <form onSubmit={handleSubmit} className="space-y-4">
+          <div>
+            <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Title *</label>
+            <input type="text" value={form.title} onChange={e => setForm(f => ({ ...f, title: e.target.value }))} required
+              className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm" />
+          </div>
+          <div>
+            <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Description</label>
+            <textarea value={form.description} onChange={e => setForm(f => ({ ...f, description: e.target.value }))} rows={2}
+              className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm" />
+          </div>
+          <div className="grid grid-cols-2 gap-4">
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Category</label>
+              <select value={form.category} onChange={e => setForm(f => ({ ...f, category: e.target.value }))}
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm">
+                {CATEGORIES.map(c => <option key={c} value={c}>{c.charAt(0).toUpperCase() + c.slice(1)}</option>)}
+              </select>
+            </div>
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Priority</label>
+              <select value={form.priority} onChange={e => setForm(f => ({ ...f, priority: e.target.value }))}
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm">
+                {PRIORITIES.map(p => <option key={p} value={p}>{p.charAt(0).toUpperCase() + p.slice(1)}</option>)}
+              </select>
+            </div>
+          </div>
+          <div className="grid grid-cols-2 gap-4">
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Target Amount</label>
+              <input type="number" step="0.01" value={form.targetAmount} onChange={e => setForm(f => ({ ...f, targetAmount: e.target.value }))} placeholder="0.00"
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm" />
+            </div>
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Current Amount</label>
+              <input type="number" step="0.01" value={form.currentAmount} onChange={e => setForm(f => ({ ...f, currentAmount: e.target.value }))} placeholder="0.00"
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm" />
+            </div>
+          </div>
+          <div className="grid grid-cols-2 gap-4">
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Target Date</label>
+              <input type="date" value={form.targetDate} onChange={e => setForm(f => ({ ...f, targetDate: e.target.value }))}
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm" />
+            </div>
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Status</label>
+              <select value={form.status} onChange={e => setForm(f => ({ ...f, status: e.target.value }))}
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm">
+                {STATUSES.map(s => <option key={s} value={s}>{s.split('-').map(w => w.charAt(0).toUpperCase() + w.slice(1)).join(' ')}</option>)}
+              </select>
+            </div>
+          </div>
+          <div className="flex justify-end gap-3 pt-2">
+            <button type="button" onClick={() => setShowForm(false)}
+              className="px-4 py-2 text-sm text-slate-600 dark:text-slate-300 hover:bg-slate-100 dark:hover:bg-slate-700 rounded-lg transition-colors">Cancel</button>
+            <button type="submit" disabled={saving}
+              className="px-4 py-2 bg-blue-600 text-white text-sm rounded-lg hover:bg-blue-700 disabled:opacity-50 transition-colors">
+              {saving ? 'Saving...' : editingGoal ? 'Update' : 'Create'}
+            </button>
+          </div>
+        </form>
+      </Modal>
+    </div>
+  );
+}

src/components/ClientNotes.tsx

@@ -0,0 +1,214 @@
+import { useEffect, useState, useRef } from 'react';
+import { api } from '@/lib/api';
+import type { ClientNote } from '@/types';
+import { Pin, Trash2, Edit3, Check, X, Plus, StickyNote } from 'lucide-react';
+import { cn, getRelativeTime } from '@/lib/utils';
+
+interface ClientNotesProps {
+  clientId: string;
+}
+
+export default function ClientNotes({ clientId }: ClientNotesProps) {
+  const [notes, setNotes] = useState<ClientNote[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [newNote, setNewNote] = useState('');
+  const [adding, setAdding] = useState(false);
+  const [editingId, setEditingId] = useState<string | null>(null);
+  const [editContent, setEditContent] = useState('');
+  const textareaRef = useRef<HTMLTextAreaElement>(null);
+
+  const fetchNotes = async () => {
+    try {
+      const data = await api.getClientNotes(clientId);
+      setNotes(data);
+    } catch {
+      // ignore
+    } finally {
+      setLoading(false);
+    }
+  };
+
+  useEffect(() => {
+    fetchNotes();
+  }, [clientId]);
+
+  const handleAdd = async () => {
+    if (!newNote.trim()) return;
+    setAdding(true);
+    try {
+      const note = await api.createClientNote(clientId, newNote.trim());
+      setNotes(prev => [note, ...prev]);
+      setNewNote('');
+    } catch {
+      // ignore
+    } finally {
+      setAdding(false);
+    }
+  };
+
+  const handleDelete = async (noteId: string) => {
+    if (!confirm('Delete this note?')) return;
+    try {
+      await api.deleteClientNote(clientId, noteId);
+      setNotes(prev => prev.filter(n => n.id !== noteId));
+    } catch {
+      // ignore
+    }
+  };
+
+  const handleTogglePin = async (note: ClientNote) => {
+    try {
+      const updated = await api.updateClientNote(clientId, note.id, { pinned: !note.pinned });
+      setNotes(prev => prev.map(n => n.id === note.id ? updated : n)
+        .sort((a, b) => {
+          if (a.pinned && !b.pinned) return -1;
+          if (!a.pinned && b.pinned) return 1;
+          return new Date(b.createdAt).getTime() - new Date(a.createdAt).getTime();
+        }));
+    } catch {
+      // ignore
+    }
+  };
+
+  const handleStartEdit = (note: ClientNote) => {
+    setEditingId(note.id);
+    setEditContent(note.content);
+  };
+
+  const handleSaveEdit = async (noteId: string) => {
+    if (!editContent.trim()) return;
+    try {
+      const updated = await api.updateClientNote(clientId, noteId, { content: editContent.trim() });
+      setNotes(prev => prev.map(n => n.id === noteId ? updated : n));
+      setEditingId(null);
+    } catch {
+      // ignore
+    }
+  };
+
+  if (loading) {
+    return (
+      <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-8 text-center">
+        <p className="text-sm text-slate-400">Loading notes...</p>
+      </div>
+    );
+  }
+
+  return (
+    <div className="space-y-4">
+      {/* New note input */}
+      <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-4">
+        <textarea
+          ref={textareaRef}
+          value={newNote}
+          onChange={(e) => setNewNote(e.target.value)}
+          onKeyDown={(e) => {
+            if (e.key === 'Enter' && (e.metaKey || e.ctrlKey)) {
+              e.preventDefault();
+              handleAdd();
+            }
+          }}
+          placeholder="Add a note... (⌘+Enter to save)"
+          className="w-full bg-transparent text-sm text-slate-900 dark:text-slate-100 placeholder-slate-400 resize-none outline-none min-h-[80px]"
+          rows={3}
+        />
+        <div className="flex justify-end mt-2">
+          <button
+            onClick={handleAdd}
+            disabled={adding || !newNote.trim()}
+            className={cn(
+              'flex items-center gap-2 px-3 py-1.5 rounded-lg text-sm font-medium transition-colors',
+              newNote.trim()
+                ? 'bg-blue-600 text-white hover:bg-blue-700'
+                : 'bg-slate-100 dark:bg-slate-700 text-slate-400 cursor-not-allowed'
+            )}
+          >
+            <Plus className="w-4 h-4" />
+            Add Note
+          </button>
+        </div>
+      </div>
+
+      {/* Notes list */}
+      {notes.length === 0 ? (
+        <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-8 text-center">
+          <StickyNote className="w-8 h-8 text-slate-300 dark:text-slate-600 mx-auto mb-2" />
+          <p className="text-sm text-slate-400">No notes yet. Add your first note above.</p>
+        </div>
+      ) : (
+        <div className="space-y-3">
+          {notes.map(note => (
+            <div
+              key={note.id}
+              className={cn(
+                'bg-white dark:bg-slate-800 border rounded-xl p-4 group',
+                note.pinned
+                  ? 'border-amber-200 dark:border-amber-800 bg-amber-50/50 dark:bg-amber-900/10'
+                  : 'border-slate-200 dark:border-slate-700'
+              )}
+            >
+              {editingId === note.id ? (
+                <div>
+                  <textarea
+                    value={editContent}
+                    onChange={(e) => setEditContent(e.target.value)}
+                    className="w-full bg-transparent text-sm text-slate-900 dark:text-slate-100 resize-none outline-none min-h-[60px] border border-slate-200 dark:border-slate-600 rounded-lg p-2"
+                    rows={3}
+                    autoFocus
+                  />
+                  <div className="flex gap-2 mt-2 justify-end">
+                    <button
+                      onClick={() => setEditingId(null)}
+                      className="flex items-center gap-1 px-2 py-1 text-xs text-slate-500 hover:text-slate-700 dark:hover:text-slate-300 rounded transition-colors"
+                    >
+                      <X className="w-3.5 h-3.5" /> Cancel
+                    </button>
+                    <button
+                      onClick={() => handleSaveEdit(note.id)}
+                      className="flex items-center gap-1 px-2 py-1 text-xs bg-blue-600 text-white rounded hover:bg-blue-700 transition-colors"
+                    >
+                      <Check className="w-3.5 h-3.5" /> Save
+                    </button>
+                  </div>
+                </div>
+              ) : (
+                <>
+                  <p className="text-sm text-slate-800 dark:text-slate-200 whitespace-pre-wrap">{note.content}</p>
+                  <div className="flex items-center justify-between mt-3">
+                    <span className="text-xs text-slate-400">{getRelativeTime(note.createdAt)}</span>
+                    <div className="flex items-center gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
+                      <button
+                        onClick={() => handleTogglePin(note)}
+                        className={cn(
+                          'p-1 rounded transition-colors',
+                          note.pinned ? 'text-amber-500 hover:text-amber-600' : 'text-slate-400 hover:text-amber-500'
+                        )}
+                        title={note.pinned ? 'Unpin' : 'Pin'}
+                      >
+                        <Pin className={cn('w-3.5 h-3.5', note.pinned && 'fill-amber-500')} />
+                      </button>
+                      <button
+                        onClick={() => handleStartEdit(note)}
+                        className="p-1 rounded text-slate-400 hover:text-blue-500 transition-colors"
+                        title="Edit"
+                      >
+                        <Edit3 className="w-3.5 h-3.5" />
+                      </button>
+                      <button
+                        onClick={() => handleDelete(note.id)}
+                        className="p-1 rounded text-slate-400 hover:text-red-500 transition-colors"
+                        title="Delete"
+                      >
+                        <Trash2 className="w-3.5 h-3.5" />
+                      </button>
+                    </div>
+                  </div>
+                </>
+              )}
+            </div>
+          ))}
+        </div>
+      )}
+    </div>
+  );
+}

src/components/ClientReferrals.tsx

@@ -0,0 +1,253 @@
+import { useEffect, useState, useCallback } from 'react';
+import { api, type Referral, type ReferralCreate } from '@/lib/api';
+import type { Client } from '@/types';
+import { UserPlus, Plus, Trash2, ArrowRight, Search } from 'lucide-react';
+import { formatDate } from '@/lib/utils';
+import Modal from './Modal';
+
+const STATUSES = ['pending', 'contacted', 'converted', 'lost'];
+const TYPES = ['client', 'partner', 'event'];
+
+const statusColors: Record<string, string> = {
+  pending: 'bg-amber-100 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300',
+  contacted: 'bg-blue-100 text-blue-700 dark:bg-blue-900/30 dark:text-blue-300',
+  converted: 'bg-emerald-100 text-emerald-700 dark:bg-emerald-900/30 dark:text-emerald-300',
+  lost: 'bg-red-100 text-red-700 dark:bg-red-900/30 dark:text-red-300',
+};
+
+function formatCurrency(val: string | null): string {
+  if (!val) return '';
+  const n = parseFloat(val);
+  if (isNaN(n)) return '';
+  return new Intl.NumberFormat('en-US', { style: 'currency', currency: 'USD', maximumFractionDigits: 0 }).format(n);
+}
+
+export default function ClientReferrals({ clientId, clientName }: { clientId: string; clientName: string }) {
+  const [referrals, setReferrals] = useState<Referral[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [showAdd, setShowAdd] = useState(false);
+  const [clients, setClients] = useState<Client[]>([]);
+  const [searchQuery, setSearchQuery] = useState('');
+  const [form, setForm] = useState({ referredId: '', type: 'client', notes: '', value: '', status: 'pending' });
+  const [saving, setSaving] = useState(false);
+
+  const fetchReferrals = useCallback(async () => {
+    try {
+      const data = await api.getClientReferrals(clientId);
+      setReferrals(data);
+    } catch { /* silently handled */ }
+    setLoading(false);
+  }, [clientId]);
+
+  // eslint-disable-next-line react-hooks/set-state-in-effect
+  useEffect(() => { fetchReferrals(); }, [fetchReferrals]);
+
+  const openAdd = async () => {
+    setForm({ referredId: '', type: 'client', notes: '', value: '', status: 'pending' });
+    setSearchQuery('');
+    try {
+      const allClients = await api.getClients();
+      setClients(allClients.filter((c: Client) => c.id !== clientId));
+    } catch { /* silently handled */ }
+    setShowAdd(true);
+  };
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    if (!form.referredId) { alert('Please select a referred client'); return; }
+    setSaving(true);
+    try {
+      const data: ReferralCreate = {
+        referredId: form.referredId,
+        type: form.type,
+        notes: form.notes || undefined,
+        value: form.value || undefined,
+        status: form.status,
+      };
+      await api.createReferral(clientId, data);
+      setShowAdd(false);
+      await fetchReferrals();
+    } catch (e: unknown) {
+      alert(e instanceof Error ? e.message : 'Failed to create referral');
+    }
+    setSaving(false);
+  };
+
+  const handleUpdateStatus = async (refId: string, status: string) => {
+    try {
+      await api.updateReferral(refId, { status });
+      await fetchReferrals();
+    } catch { /* silently handled */ }
+  };
+
+  const handleDelete = async (refId: string) => {
+    if (!confirm('Delete this referral?')) return;
+    try {
+      await api.deleteReferral(refId);
+      setReferrals(prev => prev.filter(r => r.id !== refId));
+    } catch { /* silently handled */ }
+  };
+
+  const filteredClients = clients.filter(c => {
+    if (!searchQuery) return true;
+    const q = searchQuery.toLowerCase();
+    return `${c.firstName} ${c.lastName}`.toLowerCase().includes(q) ||
+      (c.email || '').toLowerCase().includes(q) ||
+      (c.company || '').toLowerCase().includes(q);
+  });
+
+  const given = referrals.filter(r => r.referrerId === clientId);
+  const received = referrals.filter(r => r.referredId === clientId);
+
+  return (
+    <div className="space-y-4">
+      <div className="flex items-center justify-between">
+        <h3 className="font-semibold text-slate-900 dark:text-slate-100 flex items-center gap-2">
+          <UserPlus className="w-5 h-5 text-indigo-500" />
+          Referrals
+        </h3>
+        <button onClick={openAdd}
+          className="flex items-center gap-1.5 px-3 py-1.5 bg-indigo-600 text-white text-sm rounded-lg hover:bg-indigo-700 transition-colors">
+          <Plus className="w-4 h-4" />
+          Add Referral
+        </button>
+      </div>
+
+      {/* Given Referrals */}
+      <div>
+        <h4 className="text-xs font-semibold uppercase text-slate-500 dark:text-slate-400 mb-2">
+          Referrals Given ({given.length})
+        </h4>
+        <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl divide-y divide-slate-100 dark:divide-slate-700">
+          {loading ? (
+            <p className="px-5 py-6 text-center text-sm text-slate-400">Loading...</p>
+          ) : given.length === 0 ? (
+            <p className="px-5 py-6 text-center text-sm text-slate-400">No referrals given yet</p>
+          ) : (
+            given.map(ref => (
+              <div key={ref.id} className="flex items-center gap-3 px-5 py-3">
+                <div className="flex items-center gap-2 flex-1 min-w-0">
+                  <span className="text-sm font-medium text-slate-900 dark:text-slate-100 truncate">
+                    {ref.referrer.firstName} {ref.referrer.lastName}
+                  </span>
+                  <ArrowRight className="w-4 h-4 text-slate-400 flex-shrink-0" />
+                  <span className="text-sm font-medium text-blue-600 dark:text-blue-400 truncate">
+                    {ref.referred.firstName} {ref.referred.lastName}
+                  </span>
+                </div>
+                {ref.value && (
+                  <span className="text-xs font-medium text-emerald-600 dark:text-emerald-400">{formatCurrency(ref.value)}</span>
+                )}
+                <select
+                  value={ref.status}
+                  onChange={e => handleUpdateStatus(ref.id, e.target.value)}
+                  className={`px-2 py-0.5 rounded text-xs font-medium border-0 ${statusColors[ref.status] || statusColors.pending}`}
+                >
+                  {STATUSES.map(s => <option key={s} value={s}>{s.charAt(0).toUpperCase() + s.slice(1)}</option>)}
+                </select>
+                <span className="text-xs text-slate-400">{formatDate(ref.createdAt)}</span>
+                <button onClick={() => handleDelete(ref.id)} className="p-1.5 rounded text-slate-400 hover:text-red-500 transition-colors">
+                  <Trash2 className="w-4 h-4" />
+                </button>
+              </div>
+            ))
+          )}
+        </div>
+      </div>
+
+      {/* Received Referrals */}
+      {received.length > 0 && (
+        <div>
+          <h4 className="text-xs font-semibold uppercase text-slate-500 dark:text-slate-400 mb-2">
+            Referred By ({received.length})
+          </h4>
+          <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl divide-y divide-slate-100 dark:divide-slate-700">
+            {received.map(ref => (
+              <div key={ref.id} className="flex items-center gap-3 px-5 py-3">
+                <div className="flex items-center gap-2 flex-1 min-w-0">
+                  <span className="text-sm font-medium text-blue-600 dark:text-blue-400 truncate">
+                    {ref.referrer.firstName} {ref.referrer.lastName}
+                  </span>
+                  <ArrowRight className="w-4 h-4 text-slate-400 flex-shrink-0" />
+                  <span className="text-sm font-medium text-slate-900 dark:text-slate-100 truncate">
+                    {ref.referred.firstName} {ref.referred.lastName}
+                  </span>
+                </div>
+                <span className={`px-2 py-0.5 rounded text-xs font-medium ${statusColors[ref.status] || statusColors.pending}`}>
+                  {ref.status}
+                </span>
+                <span className="text-xs text-slate-400">{formatDate(ref.createdAt)}</span>
+              </div>
+            ))}
+          </div>
+        </div>
+      )}
+
+      {/* Add Referral Modal */}
+      <Modal isOpen={showAdd} onClose={() => setShowAdd(false)} title="Add Referral">
+        <form onSubmit={handleSubmit} className="space-y-4">
+          <div>
+            <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">
+              Referring: <span className="font-bold">{clientName}</span> → Select who they referred:
+            </label>
+            <div className="relative">
+              <Search className="absolute left-3 top-2.5 w-4 h-4 text-slate-400" />
+              <input
+                type="text"
+                value={searchQuery}
+                onChange={e => setSearchQuery(e.target.value)}
+                placeholder="Search clients..."
+                className="w-full pl-9 pr-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm"
+              />
+            </div>
+            <div className="mt-2 max-h-40 overflow-y-auto border border-slate-200 dark:border-slate-600 rounded-lg">
+              {filteredClients.slice(0, 20).map(c => (
+                <button
+                  key={c.id}
+                  type="button"
+                  onClick={() => setForm(f => ({ ...f, referredId: c.id }))}
+                  className={`w-full text-left px-3 py-2 text-sm hover:bg-slate-50 dark:hover:bg-slate-700 transition-colors ${
+                    form.referredId === c.id ? 'bg-blue-50 dark:bg-blue-900/30 text-blue-700 dark:text-blue-300' : 'text-slate-900 dark:text-slate-100'
+                  }`}
+                >
+                  {c.firstName} {c.lastName}
+                  {c.company && <span className="text-xs text-slate-400 ml-2">({c.company})</span>}
+                </button>
+              ))}
+              {filteredClients.length === 0 && (
+                <p className="px-3 py-2 text-sm text-slate-400">No matching clients</p>
+              )}
+            </div>
+          </div>
+          <div className="grid grid-cols-2 gap-4">
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Type</label>
+              <select value={form.type} onChange={e => setForm(f => ({ ...f, type: e.target.value }))}
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm">
+                {TYPES.map(t => <option key={t} value={t}>{t.charAt(0).toUpperCase() + t.slice(1)}</option>)}
+              </select>
+            </div>
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Est. Value</label>
+              <input type="number" step="0.01" value={form.value} onChange={e => setForm(f => ({ ...f, value: e.target.value }))} placeholder="0.00"
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm" />
+            </div>
+          </div>
+          <div>
+            <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Notes</label>
+            <textarea value={form.notes} onChange={e => setForm(f => ({ ...f, notes: e.target.value }))} rows={2}
+              className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 text-sm" />
+          </div>
+          <div className="flex justify-end gap-3 pt-2">
+            <button type="button" onClick={() => setShowAdd(false)}
+              className="px-4 py-2 text-sm text-slate-600 dark:text-slate-300 hover:bg-slate-100 dark:hover:bg-slate-700 rounded-lg transition-colors">Cancel</button>
+            <button type="submit" disabled={saving || !form.referredId}
+              className="px-4 py-2 bg-indigo-600 text-white text-sm rounded-lg hover:bg-indigo-700 disabled:opacity-50 transition-colors">
+              {saving ? 'Creating...' : 'Create Referral'}
+            </button>
+          </div>
+        </form>
+      </Modal>
+    </div>
+  );
+}

src/components/CommandPalette.tsx

@@ -4,7 +4,7 @@ import { api } from '@/lib/api';
 import type { Client } from '@/types';
 import {
   Search, LayoutDashboard, Users, Calendar, Mail, Settings,
-  Network, BarChart3, Shield, User, ArrowRight, Command,
+  Network, BarChart3, Shield, User, ArrowRight,
 } from 'lucide-react';
 import { cn, getInitials } from '@/lib/utils';
 

src/components/DuplicatesModal.tsx

@@ -0,0 +1,148 @@
+import { useState, useEffect } from 'react';
+import { api, type DuplicateClient } from '@/lib/api';
+import { X, Loader2, AlertTriangle, Merge, CheckCircle, Users } from 'lucide-react';
+
+interface Props {
+  isOpen: boolean;
+  onClose: () => void;
+  clientId: string;
+  clientName: string;
+  onMerged: () => void;
+}
+
+export default function DuplicatesModal({ isOpen, onClose, clientId, clientName, onMerged }: Props) {
+  const [duplicates, setDuplicates] = useState<DuplicateClient[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [merging, setMerging] = useState<string | null>(null);
+  const [merged, setMerged] = useState<string | null>(null);
+
+  useEffect(() => {
+    if (!isOpen) return;
+    setLoading(true);
+    setMerged(null);
+    api.getClientDuplicates(clientId)
+      .then(d => setDuplicates(d))
+      .catch(e => console.error('Failed to find duplicates:', e))
+      .finally(() => setLoading(false));
+  }, [isOpen, clientId]);
+
+  const handleMerge = async (dupId: string, dupName: string) => {
+    if (!confirm(`Merge "${dupName}" into "${clientName}"?\n\nThis will:\n• Keep "${clientName}" as the primary record\n• Fill missing fields from "${dupName}"\n• Move all emails, events, interactions, and notes\n• Delete "${dupName}"\n\nThis cannot be undone.`)) {
+      return;
+    }
+    setMerging(dupId);
+    try {
+      await api.mergeClients(clientId, dupId);
+      setMerged(dupId);
+      setDuplicates(prev => prev.filter(d => d.id !== dupId));
+      setTimeout(() => {
+        onMerged();
+      }, 1500);
+    } catch (e) {
+      console.error('Merge failed:', e);
+      alert('Merge failed. Please try again.');
+    } finally {
+      setMerging(null);
+    }
+  };
+
+  if (!isOpen) return null;
+
+  const getScoreColor = (score: number) => {
+    if (score >= 70) return 'text-red-600 bg-red-100 dark:text-red-400 dark:bg-red-900/30';
+    if (score >= 40) return 'text-amber-600 bg-amber-100 dark:text-amber-400 dark:bg-amber-900/30';
+    return 'text-blue-600 bg-blue-100 dark:text-blue-400 dark:bg-blue-900/30';
+  };
+
+  return (
+    <div className="fixed inset-0 bg-black/50 z-50 flex items-center justify-center p-4">
+      <div className="bg-white dark:bg-gray-800 rounded-xl shadow-xl w-full max-w-2xl max-h-[80vh] overflow-hidden flex flex-col">
+        {/* Header */}
+        <div className="flex items-center justify-between p-5 border-b border-gray-200 dark:border-gray-700">
+          <div>
+            <h2 className="text-lg font-semibold text-gray-900 dark:text-white flex items-center gap-2">
+              <Users className="w-5 h-5 text-indigo-500" />
+              Find Duplicates
+            </h2>
+            <p className="text-sm text-gray-500 dark:text-gray-400 mt-0.5">
+              Potential duplicates for {clientName}
+            </p>
+          </div>
+          <button onClick={onClose} className="p-2 text-gray-400 hover:text-gray-600 dark:hover:text-gray-300 rounded-lg hover:bg-gray-100 dark:hover:bg-gray-700">
+            <X className="w-5 h-5" />
+          </button>
+        </div>
+
+        {/* Body */}
+        <div className="flex-1 overflow-y-auto p-5">
+          {loading ? (
+            <div className="flex items-center justify-center py-12">
+              <Loader2 className="w-6 h-6 animate-spin text-indigo-500" />
+              <span className="ml-2 text-gray-500">Scanning for duplicates...</span>
+            </div>
+          ) : duplicates.length === 0 ? (
+            <div className="text-center py-12">
+              <CheckCircle className="w-12 h-12 text-green-400 mx-auto mb-3" />
+              <p className="text-gray-600 dark:text-gray-300 font-medium">No duplicates found</p>
+              <p className="text-sm text-gray-400 dark:text-gray-500 mt-1">This client record appears to be unique</p>
+            </div>
+          ) : (
+            <div className="space-y-3">
+              <div className="flex items-center gap-2 text-sm text-amber-600 dark:text-amber-400 bg-amber-50 dark:bg-amber-900/20 rounded-lg p-3">
+                <AlertTriangle className="w-4 h-4 flex-shrink-0" />
+                <span>Found {duplicates.length} potential duplicate{duplicates.length !== 1 ? 's' : ''}. Review and merge if appropriate.</span>
+              </div>
+
+              {duplicates.map(dup => (
+                <div key={dup.id} className="border border-gray-200 dark:border-gray-700 rounded-lg p-4">
+                  <div className="flex items-start justify-between">
+                    <div>
+                      <div className="flex items-center gap-2">
+                        <span className="font-medium text-gray-900 dark:text-white">
+                          {dup.firstName} {dup.lastName}
+                        </span>
+                        <span className={`text-xs font-medium px-2 py-0.5 rounded-full ${getScoreColor(dup.duplicateScore)}`}>
+                          {dup.duplicateScore}% match
+                        </span>
+                      </div>
+                      <div className="text-sm text-gray-500 dark:text-gray-400 mt-1 space-y-0.5">
+                        {dup.email && <p>{dup.email}</p>}
+                        {dup.phone && <p>{dup.phone}</p>}
+                        {dup.company && <p>{dup.company}</p>}
+                        <p className="capitalize text-xs">Stage: {dup.stage || 'lead'}</p>
+                      </div>
+                      <div className="flex flex-wrap gap-1 mt-2">
+                        {dup.matchReasons.map(reason => (
+                          <span key={reason} className="text-xs px-2 py-0.5 rounded-full bg-gray-100 dark:bg-gray-700 text-gray-600 dark:text-gray-300">
+                            {reason}
+                          </span>
+                        ))}
+                      </div>
+                    </div>
+                    <button
+                      onClick={() => handleMerge(dup.id, `${dup.firstName} ${dup.lastName}`)}
+                      disabled={merging === dup.id || merged === dup.id}
+                      className={`flex items-center gap-1.5 px-3 py-1.5 rounded-lg text-sm font-medium transition-colors flex-shrink-0 ${
+                        merged === dup.id
+                          ? 'bg-green-100 dark:bg-green-900/30 text-green-600 dark:text-green-400'
+                          : 'bg-indigo-600 hover:bg-indigo-700 text-white disabled:opacity-50'
+                      }`}
+                    >
+                      {merging === dup.id ? (
+                        <><Loader2 className="w-3.5 h-3.5 animate-spin" /> Merging...</>
+                      ) : merged === dup.id ? (
+                        <><CheckCircle className="w-3.5 h-3.5" /> Merged</>
+                      ) : (
+                        <><Merge className="w-3.5 h-3.5" /> Merge</>
+                      )}
+                    </button>
+                  </div>
+                </div>
+              ))}
+            </div>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+}

src/components/EmailComposeModal.tsx

@@ -30,7 +30,7 @@ export default function EmailComposeModal({ isOpen, onClose, clientId, clientNam
       setEditSubject(email.subject);
       setEditContent(email.content);
       onGenerated?.(email);
-    } catch {}
+    } catch { /* generation failed silently */ }
   };
 
   const handleGenerateBirthday = async () => {
@@ -40,7 +40,7 @@ export default function EmailComposeModal({ isOpen, onClose, clientId, clientNam
       setEditSubject(email.subject);
       setEditContent(email.content);
       onGenerated?.(email);
-    } catch {}
+    } catch { /* generation failed silently */ }
   };
 
   const handleSave = async () => {
@@ -64,8 +64,7 @@ export default function EmailComposeModal({ isOpen, onClose, clientId, clientNam
       onClose();
       setGenerated(null);
       setPurpose('');
-    } catch {
+    } catch { /* send failed silently */ } finally {
-    } finally {
       setSending(false);
     }
   };
@@ -98,7 +97,7 @@ export default function EmailComposeModal({ isOpen, onClose, clientId, clientNam
             <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">AI Provider</label>
             <select
               value={provider}
-              onChange={(e) => setProvider(e.target.value as any)}
+              onChange={(e) => setProvider(e.target.value as 'anthropic' | 'openai')}
               className={inputClass}
             >
               <option value="anthropic">Anthropic (Claude)</option>

src/components/EngagementBadge.tsx

@@ -0,0 +1,108 @@
+import { useEffect, useState } from 'react';
+import { api, type ClientEngagement } from '@/lib/api';
+import { Zap } from 'lucide-react';
+
+const scoreColor = (score: number) => {
+  if (score >= 80) return 'text-emerald-500';
+  if (score >= 60) return 'text-blue-500';
+  if (score >= 40) return 'text-yellow-500';
+  if (score >= 20) return 'text-orange-500';
+  return 'text-red-500';
+};
+
+const scoreBgRing = (score: number) => {
+  if (score >= 80) return 'ring-emerald-500/40';
+  if (score >= 60) return 'ring-blue-500/40';
+  if (score >= 40) return 'ring-yellow-500/40';
+  if (score >= 20) return 'ring-orange-500/40';
+  return 'ring-red-500/40';
+};
+
+const labelText = (label: string) => {
+  const labels: Record<string, string> = {
+    highly_engaged: 'Highly Engaged',
+    engaged: 'Engaged',
+    warm: 'Warm',
+    cooling: 'Cooling',
+    cold: 'Cold',
+  };
+  return labels[label] || label;
+};
+
+interface Props {
+  clientId: string;
+  compact?: boolean;
+}
+
+export default function EngagementBadge({ clientId, compact = false }: Props) {
+  const [data, setData] = useState<ClientEngagement | null>(null);
+  const [showDetails, setShowDetails] = useState(false);
+
+  useEffect(() => {
+    api.getClientEngagement(clientId).then(setData).catch(() => {});
+  }, [clientId]);
+
+  if (!data) return null;
+
+  if (compact) {
+    return (
+      <span className={`inline-flex items-center gap-1 text-sm font-semibold ${scoreColor(data.score)}`}>
+        <Zap className="w-3.5 h-3.5" />
+        {data.score}
+      </span>
+    );
+  }
+
+  return (
+    <div className="relative">
+      <button
+        onClick={() => setShowDetails(!showDetails)}
+        className={`flex items-center gap-2 px-3 py-1.5 rounded-lg bg-white dark:bg-gray-800 ring-2 ${scoreBgRing(data.score)} transition-all hover:shadow-md`}
+      >
+        <Zap className={`w-4 h-4 ${scoreColor(data.score)}`} />
+        <span className={`font-bold text-lg ${scoreColor(data.score)}`}>{data.score}</span>
+        <span className="text-xs text-gray-500">{labelText(data.label)}</span>
+      </button>
+
+      {showDetails && (
+        <div className="absolute top-full left-0 mt-2 w-80 bg-white dark:bg-gray-800 rounded-xl shadow-xl border border-gray-200 dark:border-gray-700 p-4 z-50">
+          <div className="flex justify-between items-center mb-3">
+            <span className="font-semibold text-gray-900 dark:text-white">Engagement Score</span>
+            <span className={`text-2xl font-bold ${scoreColor(data.score)}`}>{data.score}/100</span>
+          </div>
+
+          <div className="space-y-2 mb-4">
+            {[
+              { label: 'Recency', value: data.breakdown.recency, max: 40, color: 'bg-emerald-500' },
+              { label: 'Interactions', value: data.breakdown.interactions, max: 25, color: 'bg-blue-500' },
+              { label: 'Emails', value: data.breakdown.emails, max: 15, color: 'bg-purple-500' },
+              { label: 'Events', value: data.breakdown.events, max: 10, color: 'bg-amber-500' },
+              { label: 'Notes', value: data.breakdown.notes, max: 10, color: 'bg-pink-500' },
+            ].map(({ label, value, max, color }) => (
+              <div key={label} className="flex items-center gap-2 text-xs">
+                <span className="w-20 text-gray-500">{label}</span>
+                <div className="flex-1 h-1.5 bg-gray-200 dark:bg-gray-700 rounded-full overflow-hidden">
+                  <div className={`h-full rounded-full ${color}`} style={{ width: `${(value / max) * 100}%` }} />
+                </div>
+                <span className="w-8 text-right text-gray-400">{value}/{max}</span>
+              </div>
+            ))}
+          </div>
+
+          {data.recommendations.length > 0 && (
+            <div className="border-t border-gray-200 dark:border-gray-700 pt-3">
+              <div className="text-xs font-medium text-gray-500 mb-1">Recommendations</div>
+              <ul className="space-y-1">
+                {data.recommendations.slice(0, 3).map((rec, i) => (
+                  <li key={i} className="text-xs text-gray-600 dark:text-gray-400">
+                    💡 {rec}
+                  </li>
+                ))}
+              </ul>
+            </div>
+          )}
+        </div>
+      )}
+    </div>
+  );
+}

src/components/ErrorBoundary.tsx

@@ -0,0 +1,74 @@
+import { Component, type ReactNode } from 'react';
+import { AlertTriangle, RefreshCw } from 'lucide-react';
+
+interface Props {
+  children: ReactNode;
+  fallback?: ReactNode;
+}
+
+interface State {
+  hasError: boolean;
+  error: Error | null;
+}
+
+export class ErrorBoundary extends Component<Props, State> {
+  constructor(props: Props) {
+    super(props);
+    this.state = { hasError: false, error: null };
+  }
+
+  static getDerivedStateFromError(error: Error): State {
+    return { hasError: true, error };
+  }
+
+  componentDidCatch(error: Error, errorInfo: React.ErrorInfo) {
+    console.error('[ErrorBoundary] Caught error:', error, errorInfo);
+  }
+
+  handleReset = () => {
+    this.setState({ hasError: false, error: null });
+  };
+
+  render() {
+    if (this.state.hasError) {
+      if (this.props.fallback) {
+        return this.props.fallback;
+      }
+
+      return (
+        <div className="flex flex-col items-center justify-center min-h-[300px] p-8">
+          <div className="w-16 h-16 bg-red-100 dark:bg-red-900/30 rounded-full flex items-center justify-center mb-4">
+            <AlertTriangle className="w-8 h-8 text-red-600 dark:text-red-400" />
+          </div>
+          <h2 className="text-lg font-semibold text-slate-900 dark:text-slate-100 mb-2">
+            Something went wrong
+          </h2>
+          <p className="text-sm text-slate-500 dark:text-slate-400 text-center mb-4 max-w-md">
+            An unexpected error occurred. Please try again or refresh the page.
+          </p>
+          {this.state.error && (
+            <details className="mb-4 max-w-md w-full">
+              <summary className="text-xs text-slate-400 cursor-pointer hover:text-slate-600 dark:hover:text-slate-300">
+                Error details
+              </summary>
+              <pre className="mt-2 p-3 bg-slate-100 dark:bg-slate-800 rounded-lg text-xs text-red-600 dark:text-red-400 overflow-auto max-h-32">
+                {this.state.error.message}
+              </pre>
+            </details>
+          )}
+          <button
+            onClick={this.handleReset}
+            className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors"
+          >
+            <RefreshCw className="w-4 h-4" />
+            Try Again
+          </button>
+        </div>
+      );
+    }
+
+    return this.props.children;
+  }
+}
+
+export default ErrorBoundary;

src/components/Layout.tsx

@@ -1,14 +1,17 @@
-import { useState } from 'react';
+import { useState, useEffect } from 'react';
 import { Link, useLocation, Outlet } from 'react-router-dom';
 import { useAuthStore } from '@/stores/auth';
 import { cn } from '@/lib/utils';
+import { api } from '@/lib/api';
 import {
   LayoutDashboard, Users, Calendar, Mail, Settings, Shield,
-  LogOut, Menu, X, ChevronLeft, Network, BarChart3, Search, Command,
+  LogOut, Menu, X, ChevronLeft, Network, BarChart3, Search,
+  FileText, Bookmark, ScrollText, Tag, Zap, Database,
 } from 'lucide-react';
 import NotificationBell from './NotificationBell';
 import CommandPalette from './CommandPalette';
 import ThemeToggle from './ThemeToggle';
+import OnboardingWizard from './OnboardingWizard';
 
 const baseNavItems = [
   { path: '/', label: 'Dashboard', icon: LayoutDashboard },
@@ -16,18 +19,41 @@ const baseNavItems = [
   { path: '/events', label: 'Events', icon: Calendar },
   { path: '/emails', label: 'Emails', icon: Mail },
   { path: '/network', label: 'Network', icon: Network },
+  { path: '/templates', label: 'Templates', icon: FileText },
+  { path: '/tags', label: 'Tags', icon: Tag },
+  { path: '/segments', label: 'Segments', icon: Bookmark },
+  { path: '/engagement', label: 'Engagement', icon: Zap },
   { path: '/reports', label: 'Reports', icon: BarChart3 },
+  { path: '/search', label: 'Search', icon: Search },
+  { path: '/export', label: 'Export', icon: Database },
   { path: '/settings', label: 'Settings', icon: Settings },
 ];
 
-const adminNavItem = { path: '/admin', label: 'Admin', icon: Shield };
+const adminNavItems = [
+  { path: '/admin', label: 'Admin', icon: Shield },
+  { path: '/audit-log', label: 'Audit Log', icon: ScrollText },
+];
 
 export default function Layout() {
   const [collapsed, setCollapsed] = useState(false);
   const [mobileOpen, setMobileOpen] = useState(false);
+  const [showOnboarding, setShowOnboarding] = useState(false);
   const location = useLocation();
   const { user, logout } = useAuthStore();
-  const navItems = user?.role === 'admin' ? [...baseNavItems, adminNavItem] : baseNavItems;
+  const navItems = user?.role === 'admin' ? [...baseNavItems, ...adminNavItems] : baseNavItems;
+
+  // Check onboarding status on mount
+  useEffect(() => {
+    let cancelled = false;
+    api.getOnboardingStatus()
+      .then((status) => {
+        if (!cancelled && !status.onboardingComplete) {
+          setShowOnboarding(true);
+        }
+      })
+      .catch(() => { /* ignore - user might not have profile yet */ });
+    return () => { cancelled = true; };
+  }, []);
 
   const handleLogout = async () => {
     await logout();
@@ -35,6 +61,12 @@ export default function Layout() {
 
   return (
     <div className="flex h-screen bg-slate-50 dark:bg-slate-900">
+      {showOnboarding && (
+        <OnboardingWizard
+          userName={user?.name || ''}
+          onComplete={() => setShowOnboarding(false)}
+        />
+      )}
       <CommandPalette />
       {/* Mobile overlay */}
       {mobileOpen && (

src/components/LogInteractionModal.tsx

@@ -0,0 +1,162 @@
+import { useState } from 'react';
+import { api } from '@/lib/api';
+import Modal from '@/components/Modal';
+import LoadingSpinner from '@/components/LoadingSpinner';
+import { Phone, Users, Mail, FileText, MoreHorizontal } from 'lucide-react';
+import { cn } from '@/lib/utils';
+
+const interactionTypes = [
+  { value: 'call', label: 'Phone Call', icon: Phone, color: 'text-green-600 bg-green-50 dark:bg-green-900/30 dark:text-green-400' },
+  { value: 'meeting', label: 'Meeting', icon: Users, color: 'text-blue-600 bg-blue-50 dark:bg-blue-900/30 dark:text-blue-400' },
+  { value: 'email', label: 'Email', icon: Mail, color: 'text-purple-600 bg-purple-50 dark:bg-purple-900/30 dark:text-purple-400' },
+  { value: 'note', label: 'Note', icon: FileText, color: 'text-amber-600 bg-amber-50 dark:bg-amber-900/30 dark:text-amber-400' },
+  { value: 'other', label: 'Other', icon: MoreHorizontal, color: 'text-slate-600 bg-slate-50 dark:bg-slate-700 dark:text-slate-400' },
+];
+
+interface LogInteractionModalProps {
+  isOpen: boolean;
+  onClose: () => void;
+  clientId: string;
+  clientName: string;
+  onCreated?: () => void;
+}
+
+export default function LogInteractionModal({ isOpen, onClose, clientId, clientName, onCreated }: LogInteractionModalProps) {
+  const [type, setType] = useState('call');
+  const [title, setTitle] = useState('');
+  const [description, setDescription] = useState('');
+  const [duration, setDuration] = useState('');
+  const [contactedAt, setContactedAt] = useState(new Date().toISOString().slice(0, 16));
+  const [saving, setSaving] = useState(false);
+
+  const resetForm = () => {
+    setType('call');
+    setTitle('');
+    setDescription('');
+    setDuration('');
+    setContactedAt(new Date().toISOString().slice(0, 16));
+  };
+
+  const handleSubmit = async (e: React.FormEvent) => {
+    e.preventDefault();
+    if (!title.trim()) return;
+    setSaving(true);
+    try {
+      await api.createInteraction(clientId, {
+        type,
+        title: title.trim(),
+        description: description.trim() || undefined,
+        duration: duration ? parseInt(duration) : undefined,
+        contactedAt: new Date(contactedAt).toISOString(),
+      });
+      resetForm();
+      onCreated?.();
+      onClose();
+    } catch (err) {
+      console.error('Failed to log interaction:', err);
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  return (
+    <Modal isOpen={isOpen} onClose={onClose} title={`Log Interaction — ${clientName}`} size="md">
+      <form onSubmit={handleSubmit} className="space-y-4">
+        {/* Type selector */}
+        <div>
+          <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-2">Type</label>
+          <div className="flex flex-wrap gap-2">
+            {interactionTypes.map(t => {
+              const Icon = t.icon;
+              const selected = type === t.value;
+              return (
+                <button
+                  key={t.value}
+                  type="button"
+                  onClick={() => setType(t.value)}
+                  className={cn(
+                    'flex items-center gap-2 px-3 py-2 rounded-lg text-sm font-medium transition-all border',
+                    selected
+                      ? `${t.color} border-current ring-1 ring-current/20`
+                      : 'border-slate-200 dark:border-slate-600 text-slate-500 dark:text-slate-400 hover:bg-slate-50 dark:hover:bg-slate-700'
+                  )}
+                >
+                  <Icon className="w-4 h-4" />
+                  {t.label}
+                </button>
+              );
+            })}
+          </div>
+        </div>
+
+        {/* Title */}
+        <div>
+          <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Title *</label>
+          <input
+            value={title}
+            onChange={e => setTitle(e.target.value)}
+            placeholder="Brief summary of the interaction"
+            className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 bg-white dark:bg-slate-800 focus:outline-none focus:ring-2 focus:ring-blue-500"
+            required
+          />
+        </div>
+
+        {/* Description */}
+        <div>
+          <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Description</label>
+          <textarea
+            value={description}
+            onChange={e => setDescription(e.target.value)}
+            placeholder="Details, key topics discussed, next steps..."
+            rows={3}
+            className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 bg-white dark:bg-slate-800 focus:outline-none focus:ring-2 focus:ring-blue-500"
+          />
+        </div>
+
+        <div className="grid grid-cols-2 gap-4">
+          {/* Duration */}
+          <div>
+            <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Duration (min)</label>
+            <input
+              type="number"
+              value={duration}
+              onChange={e => setDuration(e.target.value)}
+              placeholder="0"
+              min="0"
+              className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 bg-white dark:bg-slate-800 focus:outline-none focus:ring-2 focus:ring-blue-500"
+            />
+          </div>
+
+          {/* Date */}
+          <div>
+            <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Date & Time</label>
+            <input
+              type="datetime-local"
+              value={contactedAt}
+              onChange={e => setContactedAt(e.target.value)}
+              className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 bg-white dark:bg-slate-800 focus:outline-none focus:ring-2 focus:ring-blue-500"
+            />
+          </div>
+        </div>
+
+        <div className="flex justify-end gap-3 pt-2">
+          <button
+            type="button"
+            onClick={onClose}
+            className="px-4 py-2 text-sm text-slate-600 dark:text-slate-300 hover:bg-slate-100 dark:hover:bg-slate-700 rounded-lg transition-colors"
+          >
+            Cancel
+          </button>
+          <button
+            type="submit"
+            disabled={!title.trim() || saving}
+            className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 disabled:opacity-50 transition-colors"
+          >
+            {saving ? <LoadingSpinner size="sm" className="text-white" /> : null}
+            Log Interaction
+          </button>
+        </div>
+      </form>
+    </Modal>
+  );
+}

src/components/MeetingPrepModal.tsx

@@ -0,0 +1,244 @@
+import { useState, useEffect } from 'react';
+import { api } from '@/lib/api';
+import type { MeetingPrep } from '@/types';
+import Modal from './Modal';
+import {
+  Briefcase, Heart, MessageSquare, CheckSquare, Calendar,
+  FileText, Star, Printer, Sparkles, TrendingUp, Clock, AlertCircle,
+} from 'lucide-react';
+import LoadingSpinner from './LoadingSpinner';
+import { cn, formatDate } from '@/lib/utils';
+
+interface Props {
+  isOpen: boolean;
+  onClose: () => void;
+  clientId: string;
+  clientName: string;
+}
+
+function HealthScoreBadge({ score }: { score: number }) {
+  const color = score >= 80 ? 'text-emerald-600 bg-emerald-100 dark:bg-emerald-900/30 dark:text-emerald-400'
+    : score >= 50 ? 'text-amber-600 bg-amber-100 dark:bg-amber-900/30 dark:text-amber-400'
+    : 'text-red-600 bg-red-100 dark:bg-red-900/30 dark:text-red-400';
+  const label = score >= 80 ? 'Strong' : score >= 50 ? 'Moderate' : 'Needs Attention';
+
+  return (
+    <div className={cn('flex items-center gap-2 px-3 py-1.5 rounded-full text-sm font-medium', color)}>
+      <TrendingUp className="w-4 h-4" />
+      {score}/100 · {label}
+    </div>
+  );
+}
+
+export default function MeetingPrepModal({ isOpen, onClose, clientId, clientName }: Props) {
+  const [prep, setPrep] = useState<MeetingPrep | null>(null);
+  const [loading, setLoading] = useState(false);
+  const [error, setError] = useState('');
+
+  useEffect(() => {
+    if (!isOpen || !clientId) return;
+    let cancelled = false;
+    const fetchPrep = async () => {
+      try {
+        const data = await api.getMeetingPrep(clientId);
+        if (!cancelled) {
+          setPrep(data);
+          setError('');
+        }
+      } catch (err) {
+        if (!cancelled) {
+          setError(err instanceof Error ? err.message : 'Failed to generate meeting prep');
+          setPrep(null);
+        }
+      } finally {
+        if (!cancelled) setLoading(false);
+      }
+    };
+    setLoading(true);
+    setError('');
+    setPrep(null);
+    fetchPrep();
+    return () => { cancelled = true; };
+  }, [isOpen, clientId]);
+
+  const handlePrint = () => {
+    window.print();
+  };
+
+  return (
+    <Modal isOpen={isOpen} onClose={onClose} title={`Meeting Prep: ${clientName}`} size="xl">
+      {loading ? (
+        <div className="flex flex-col items-center justify-center py-12">
+          <LoadingSpinner size="lg" />
+          <p className="text-sm text-slate-500 dark:text-slate-400 mt-4">
+            <Sparkles className="w-4 h-4 inline mr-1" />
+            Preparing your meeting brief...
+          </p>
+        </div>
+      ) : error ? (
+        <div className="flex flex-col items-center py-8 text-red-600 dark:text-red-400">
+          <AlertCircle className="w-8 h-8 mb-2" />
+          <p className="text-sm">{error}</p>
+        </div>
+      ) : prep ? (
+        <div className="space-y-6 print:space-y-4" id="meeting-prep-content">
+          {/* Print button */}
+          <div className="flex justify-end print:hidden">
+            <button
+              onClick={handlePrint}
+              className="flex items-center gap-2 px-3 py-1.5 text-sm text-slate-600 dark:text-slate-300 hover:bg-slate-100 dark:hover:bg-slate-700 rounded-lg transition-colors"
+            >
+              <Printer className="w-4 h-4" />
+              Print
+            </button>
+          </div>
+
+          {/* Client Summary + Health */}
+          <div className="bg-gradient-to-r from-blue-50 to-indigo-50 dark:from-blue-900/20 dark:to-indigo-900/20 border border-blue-200 dark:border-blue-800 rounded-xl p-5">
+            <div className="flex items-start justify-between flex-wrap gap-3">
+              <div>
+                <h3 className="text-lg font-semibold text-slate-900 dark:text-slate-100">{prep.client.name}</h3>
+                <p className="text-sm text-slate-600 dark:text-slate-400">
+                  {prep.client.role !== 'N/A' && `${prep.client.role} at `}
+                  {prep.client.company !== 'N/A' ? prep.client.company : ''}
+                  {prep.client.industry !== 'N/A' && ` · ${prep.client.industry}`}
+                </p>
+                <p className="text-xs text-slate-500 dark:text-slate-400 mt-1">
+                  <Clock className="w-3 h-3 inline mr-1" />
+                  Last contact: {prep.client.daysSinceLastContact === 999 ? 'Never' : `${prep.client.daysSinceLastContact} days ago`}
+                </p>
+              </div>
+              <HealthScoreBadge score={prep.healthScore} />
+            </div>
+            {prep.aiTalkingPoints.summary && (
+              <p className="text-sm text-slate-700 dark:text-slate-300 mt-3 leading-relaxed">
+                {prep.aiTalkingPoints.summary}
+              </p>
+            )}
+          </div>
+
+          {/* AI Talking Points */}
+          <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
+            {/* Suggested Topics */}
+            <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-4">
+              <h4 className="flex items-center gap-2 font-medium text-slate-900 dark:text-slate-100 mb-3">
+                <MessageSquare className="w-4 h-4 text-blue-600" />
+                Suggested Topics
+              </h4>
+              <ul className="space-y-2">
+                {prep.aiTalkingPoints.suggestedTopics.map((topic, i) => (
+                  <li key={i} className="flex items-start gap-2 text-sm text-slate-700 dark:text-slate-300">
+                    <span className="mt-0.5 w-5 h-5 rounded-full bg-blue-100 dark:bg-blue-900/30 text-blue-600 dark:text-blue-400 flex items-center justify-center text-xs font-medium flex-shrink-0">
+                      {i + 1}
+                    </span>
+                    {topic}
+                  </li>
+                ))}
+              </ul>
+            </div>
+
+            {/* Conversation Starters */}
+            <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-4">
+              <h4 className="flex items-center gap-2 font-medium text-slate-900 dark:text-slate-100 mb-3">
+                <Sparkles className="w-4 h-4 text-purple-600" />
+                Conversation Starters
+              </h4>
+              <ul className="space-y-2">
+                {prep.aiTalkingPoints.conversationStarters.map((starter, i) => (
+                  <li key={i} className="text-sm text-slate-700 dark:text-slate-300 italic border-l-2 border-purple-300 dark:border-purple-600 pl-3">
+                    "{starter}"
+                  </li>
+                ))}
+              </ul>
+            </div>
+
+            {/* Follow-up Items */}
+            <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-4">
+              <h4 className="flex items-center gap-2 font-medium text-slate-900 dark:text-slate-100 mb-3">
+                <CheckSquare className="w-4 h-4 text-emerald-600" />
+                Follow-up Items
+              </h4>
+              <ul className="space-y-2">
+                {prep.aiTalkingPoints.followUpItems.map((item, i) => (
+                  <li key={i} className="flex items-start gap-2 text-sm text-slate-700 dark:text-slate-300">
+                    <span className="mt-1 w-3 h-3 border-2 border-emerald-400 rounded flex-shrink-0" />
+                    {item}
+                  </li>
+                ))}
+              </ul>
+            </div>
+
+            {/* Important Dates */}
+            <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-4">
+              <h4 className="flex items-center gap-2 font-medium text-slate-900 dark:text-slate-100 mb-3">
+                <Calendar className="w-4 h-4 text-amber-600" />
+                Important Dates
+              </h4>
+              {prep.importantDates.length > 0 ? (
+                <ul className="space-y-2">
+                  {prep.importantDates.map((d, i) => (
+                    <li key={i} className="flex items-center gap-2 text-sm text-slate-700 dark:text-slate-300">
+                      {d.type === 'birthday' ? <Star className="w-4 h-4 text-pink-500" /> : <Heart className="w-4 h-4 text-purple-500" />}
+                      {d.label}
+                    </li>
+                  ))}
+                </ul>
+              ) : (
+                <p className="text-sm text-slate-400">No notable upcoming dates</p>
+              )}
+              {prep.upcomingEvents.length > 0 && (
+                <div className="mt-3 pt-3 border-t border-slate-100 dark:border-slate-700">
+                  <p className="text-xs font-medium text-slate-500 dark:text-slate-400 mb-1">Upcoming Events</p>
+                  {prep.upcomingEvents.map(e => (
+                    <div key={e.id} className="text-sm text-slate-600 dark:text-slate-300">
+                      {e.title} · {formatDate(e.date)}
+                    </div>
+                  ))}
+                </div>
+              )}
+            </div>
+          </div>
+
+          {/* Recent Notes */}
+          {prep.notes.length > 0 && (
+            <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-4">
+              <h4 className="flex items-center gap-2 font-medium text-slate-900 dark:text-slate-100 mb-3">
+                <FileText className="w-4 h-4 text-slate-600" />
+                Recent Notes
+              </h4>
+              <div className="space-y-2">
+                {prep.notes.map(note => (
+                  <div key={note.id} className="text-sm text-slate-700 dark:text-slate-300 p-2 bg-slate-50 dark:bg-slate-900/50 rounded-lg">
+                    {note.content}
+                    <div className="text-xs text-slate-400 mt-1">{formatDate(note.createdAt)}</div>
+                  </div>
+                ))}
+              </div>
+            </div>
+          )}
+
+          {/* Recent Interactions */}
+          {prep.recentInteractions.length > 0 && (
+            <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-4">
+              <h4 className="flex items-center gap-2 font-medium text-slate-900 dark:text-slate-100 mb-3">
+                <Briefcase className="w-4 h-4 text-indigo-600" />
+                Recent Interactions
+              </h4>
+              <div className="space-y-2">
+                {prep.recentInteractions.map((interaction, i) => (
+                  <div key={i} className="flex items-center gap-3 text-sm">
+                    <span className="px-2 py-0.5 bg-indigo-100 dark:bg-indigo-900/30 text-indigo-700 dark:text-indigo-300 rounded text-xs font-medium">
+                      {interaction.type}
+                    </span>
+                    <span className="text-slate-700 dark:text-slate-300">{interaction.title}</span>
+                    <span className="text-slate-400 text-xs ml-auto">{formatDate(interaction.date)}</span>
+                  </div>
+                ))}
+              </div>
+            </div>
+          )}
+        </div>
+      ) : null}
+    </Modal>
+  );
+}

src/components/NotificationBell.tsx

@@ -1,58 +1,47 @@
 import { useEffect, useState, useRef } from 'react';
 import { Link } from 'react-router-dom';
 import { api } from '@/lib/api';
-import { Bell, AlertTriangle, Calendar, Users, Mail, Clock, X } from 'lucide-react';
+import type { Notification } from '@/types';
+import { Bell, Clock, X, CheckCheck, User } from 'lucide-react';
 import { cn } from '@/lib/utils';
 
-interface Notification {
-  id: string;
-  type: 'overdue' | 'upcoming' | 'stale' | 'drafts';
-  title: string;
-  description: string;
-  date: string;
-  link: string;
-  priority: 'high' | 'medium' | 'low';
-}
-
-interface NotifCounts {
-  total: number;
-  high: number;
-  overdue: number;
-  upcoming: number;
-  stale: number;
-  drafts: number;
-}
-
-const typeIcons: Record<string, typeof Calendar> = {
-  overdue: AlertTriangle,
-  upcoming: Calendar,
-  stale: Users,
-  drafts: Mail,
-};
-
 const typeColors: Record<string, string> = {
-  overdue: 'text-red-500 bg-red-50 dark:bg-red-900/30',
+  event_reminder: 'text-blue-500 bg-blue-50 dark:bg-blue-900/30',
-  upcoming: 'text-blue-500 bg-blue-50 dark:bg-blue-900/30',
+  interaction: 'text-emerald-500 bg-emerald-50 dark:bg-emerald-900/30',
-  stale: 'text-amber-500 bg-amber-50 dark:bg-amber-900/30',
+  system: 'text-purple-500 bg-purple-50 dark:bg-purple-900/30',
-  drafts: 'text-purple-500 bg-purple-50 dark:bg-purple-900/30',
 };
 
-const priorityDot: Record<string, string> = {
+function timeAgo(dateStr: string) {
-  high: 'bg-red-500',
+  const diff = Date.now() - new Date(dateStr).getTime();
-  medium: 'bg-amber-400',
+  const mins = Math.floor(diff / 60000);
-  low: 'bg-slate-300 dark:bg-slate-500',
+  if (mins < 1) return 'Just now';
-};
+  if (mins < 60) return `${mins}m ago`;
+  const hrs = Math.floor(mins / 60);
+  if (hrs < 24) return `${hrs}h ago`;
+  const days = Math.floor(hrs / 24);
+  return `${days}d ago`;
+}
 
 export default function NotificationBell() {
   const [notifications, setNotifications] = useState<Notification[]>([]);
-  const [counts, setCounts] = useState<NotifCounts | null>(null);
+  const [unreadCount, setUnreadCount] = useState(0);
   const [open, setOpen] = useState(false);
-  const [dismissed, setDismissed] = useState<Set<string>>(new Set());
   const ref = useRef<HTMLDivElement>(null);
 
+  const fetchNotifications = async () => {
+    try {
+      const data = await api.getNotifications({ limit: 30 });
+      setNotifications(data.notifications || []);
+      setUnreadCount(data.unreadCount || 0);
+    } catch {
+      /* silently handled - API might not have notifications table yet */
+    }
+  };
+
   useEffect(() => {
+    // eslint-disable-next-line react-hooks/set-state-in-effect -- initial fetch on mount is intentional
     fetchNotifications();
-    const interval = setInterval(fetchNotifications, 5 * 60 * 1000);
+    const interval = setInterval(fetchNotifications, 60 * 1000); // poll every minute
     return () => clearInterval(interval);
   }, []);
 
@@ -66,23 +55,30 @@ export default function NotificationBell() {
     return () => document.removeEventListener('mousedown', handleClick);
   }, [open]);
 
-  const fetchNotifications = async () => {
+  const markRead = async (id: string) => {
     try {
-      const data = await api.getNotifications();
+      await api.markNotificationRead(id);
-      setNotifications(data.notifications || []);
+      setNotifications(prev => prev.map(n => n.id === id ? { ...n, read: true } : n));
-      setCounts(data.counts || null);
+      setUnreadCount(prev => Math.max(0, prev - 1));
-    } catch {
+    } catch { /* silently handled */ }
-      // Silently fail
-    }
   };
 
-  const dismiss = (id: string) => {
+  const markAllRead = async () => {
-    setDismissed(prev => new Set(prev).add(id));
+    try {
+      await api.markAllNotificationsRead();
+      setNotifications(prev => prev.map(n => ({ ...n, read: true })));
+      setUnreadCount(0);
+    } catch { /* silently handled */ }
   };
 
-  const visibleNotifs = notifications.filter(n => !dismissed.has(n.id));
+  const remove = async (id: string) => {
-  const activeCount = visibleNotifs.length;
+    try {
-  const highCount = visibleNotifs.filter(n => n.priority === 'high').length;
+      await api.deleteNotification(id);
+      const wasUnread = notifications.find(n => n.id === id && !n.read);
+      setNotifications(prev => prev.filter(n => n.id !== id));
+      if (wasUnread) setUnreadCount(prev => Math.max(0, prev - 1));
+    } catch { /* silently handled */ }
+  };
 
   return (
     <div ref={ref} className="relative">
@@ -94,12 +90,9 @@ export default function NotificationBell() {
         )}
       >
         <Bell className="w-5 h-5" />
-        {activeCount > 0 && (
+        {unreadCount > 0 && (
-          <span className={cn(
+          <span className="absolute -top-0.5 -right-0.5 min-w-[18px] h-[18px] flex items-center justify-center rounded-full text-[10px] font-bold text-white px-1 bg-red-500">
-            'absolute -top-0.5 -right-0.5 min-w-[18px] h-[18px] flex items-center justify-center rounded-full text-[10px] font-bold text-white px-1',
+            {unreadCount > 99 ? '99+' : unreadCount}
-            highCount > 0 ? 'bg-red-500' : 'bg-blue-500'
-          )}>
-            {activeCount > 99 ? '99+' : activeCount}
           </span>
         )}
       </button>
@@ -108,62 +101,73 @@ export default function NotificationBell() {
         <div className="absolute right-0 top-full mt-2 w-80 sm:w-96 bg-white dark:bg-slate-800 rounded-xl border border-slate-200 dark:border-slate-700 shadow-xl z-50 overflow-hidden">
           <div className="flex items-center justify-between px-4 py-3 border-b border-slate-100 dark:border-slate-700">
             <h3 className="text-sm font-semibold text-slate-800 dark:text-slate-200">Notifications</h3>
-            {counts && (
+            <div className="flex items-center gap-2">
-              <div className="flex items-center gap-2 text-xs text-slate-400 dark:text-slate-500">
+              {unreadCount > 0 && (
-                {counts.overdue > 0 && (
+                <button
-                  <span className="text-red-500 dark:text-red-400 font-medium">{counts.overdue} overdue</span>
+                  onClick={markAllRead}
-                )}
+                  className="flex items-center gap-1 text-xs text-blue-600 dark:text-blue-400 hover:text-blue-700 dark:hover:text-blue-300 font-medium"
-                {counts.upcoming > 0 && (
+                >
-                  <span>{counts.upcoming} upcoming</span>
+                  <CheckCheck className="w-3.5 h-3.5" />
+                  Mark all read
+                </button>
               )}
+              <span className="text-xs text-slate-400 dark:text-slate-500">
+                {unreadCount > 0 ? `${unreadCount} unread` : 'All read'}
+              </span>
             </div>
-            )}
           </div>
 
           <div className="max-h-[400px] overflow-y-auto">
-            {visibleNotifs.length === 0 ? (
+            {notifications.length === 0 ? (
               <div className="flex flex-col items-center justify-center py-8 text-slate-400 dark:text-slate-500">
                 <Clock className="w-8 h-8 mb-2" />
-                <p className="text-sm">All caught up!</p>
+                <p className="text-sm">No notifications yet</p>
               </div>
             ) : (
-              visibleNotifs.map(n => {
+              notifications.map(n => (
-                const Icon = typeIcons[n.type] || Calendar;
+                <div
-                return (
+                  key={n.id}
-                  <div key={n.id} className="flex items-start gap-3 px-4 py-3 hover:bg-slate-50 dark:hover:bg-slate-700 border-b border-slate-50 dark:border-slate-700 last:border-0">
+                  className={cn(
-                    <div className={cn('p-1.5 rounded-lg mt-0.5', typeColors[n.type] || 'bg-slate-50 dark:bg-slate-700 text-slate-500')}>
+                    'flex items-start gap-3 px-4 py-3 border-b border-slate-50 dark:border-slate-700 last:border-0 transition-colors',
-                      <Icon className="w-4 h-4" />
+                    !n.read && 'bg-blue-50/50 dark:bg-blue-900/10'
+                  )}
+                >
+                  <div className={cn('p-1.5 rounded-lg mt-0.5 flex-shrink-0', typeColors[n.type] || 'bg-slate-50 dark:bg-slate-700 text-slate-500')}>
+                    <Bell className="w-4 h-4" />
                   </div>
-                    <Link to={n.link} onClick={() => setOpen(false)} className="flex-1 min-w-0">
+                  <div
+                    className="flex-1 min-w-0 cursor-pointer"
+                    onClick={() => !n.read && markRead(n.id)}
+                  >
                     <div className="flex items-center gap-1.5">
-                        <div className={cn('w-1.5 h-1.5 rounded-full flex-shrink-0', priorityDot[n.priority])} />
+                      {!n.read && <div className="w-1.5 h-1.5 rounded-full bg-blue-500 flex-shrink-0" />}
                       <p className="text-sm font-medium text-slate-800 dark:text-slate-200 truncate">{n.title}</p>
                     </div>
-                      <p className="text-xs text-slate-400 dark:text-slate-500 mt-0.5">{n.description}</p>
+                    <p className="text-xs text-slate-500 dark:text-slate-400 mt-0.5 line-clamp-2">{n.message}</p>
+                    <div className="flex items-center gap-2 mt-1">
+                      <span className="text-xs text-slate-400 dark:text-slate-500">{timeAgo(n.createdAt)}</span>
+                      {n.client && (
+                        <Link
+                          to={`/clients/${n.clientId}`}
+                          onClick={() => setOpen(false)}
+                          className="flex items-center gap-1 text-xs text-blue-600 dark:text-blue-400 hover:underline"
+                        >
+                          <User className="w-3 h-3" />
+                          {n.client.firstName} {n.client.lastName}
                         </Link>
+                      )}
+                    </div>
+                  </div>
                   <button
-                      onClick={() => dismiss(n.id)}
+                    onClick={() => remove(n.id)}
-                      className="p-1 rounded text-slate-300 dark:text-slate-500 hover:text-slate-500 dark:hover:text-slate-300 hover:bg-slate-100 dark:hover:bg-slate-600 flex-shrink-0"
+                    className="p-1 rounded text-slate-300 dark:text-slate-500 hover:text-red-500 dark:hover:text-red-400 hover:bg-slate-100 dark:hover:bg-slate-600 flex-shrink-0"
                   >
                     <X className="w-3.5 h-3.5" />
                   </button>
                 </div>
-                );
+              ))
-              })
             )}
           </div>
-
-          {visibleNotifs.length > 0 && (
-            <div className="border-t border-slate-100 dark:border-slate-700 px-4 py-2.5">
-              <Link
-                to="/reports"
-                onClick={() => setOpen(false)}
-                className="text-xs text-blue-600 dark:text-blue-400 hover:text-blue-700 dark:hover:text-blue-300 font-medium"
-              >
-                View Reports →
-              </Link>
-            </div>
-          )}
         </div>
       )}
     </div>

src/components/OnboardingWizard.tsx

@@ -0,0 +1,369 @@
+import { useState } from 'react';
+import { api } from '@/lib/api';
+import { cn } from '@/lib/utils';
+import {
+  Sparkles, UserPlus, MessageSquare, Compass,
+  ChevronRight, ChevronLeft, Check,
+} from 'lucide-react';
+import LoadingSpinner from '@/components/LoadingSpinner';
+
+interface OnboardingWizardProps {
+  userName: string;
+  onComplete: () => void;
+}
+
+const STEPS = [
+  { id: 'welcome', label: 'Welcome', icon: Sparkles },
+  { id: 'client', label: 'First Client', icon: UserPlus },
+  { id: 'style', label: 'Communication', icon: MessageSquare },
+  { id: 'tour', label: 'Quick Tour', icon: Compass },
+] as const;
+
+const TONES = [
+  { value: 'formal' as const, label: 'Formal', desc: 'Professional and polished' },
+  { value: 'friendly' as const, label: 'Friendly', desc: 'Warm and approachable' },
+  { value: 'casual' as const, label: 'Casual', desc: 'Relaxed and conversational' },
+];
+
+const TOUR_FEATURES = [
+  { icon: '👥', title: 'Clients', desc: 'Manage your contacts with detailed profiles, tags, and pipeline stages.' },
+  { icon: '📧', title: 'AI Emails', desc: 'Generate personalized emails with AI that matches your writing style.' },
+  { icon: '📅', title: 'Events', desc: 'Never miss a birthday, anniversary, or follow-up reminder.' },
+  { icon: '🔗', title: 'Network', desc: 'Discover connections between your clients for intro opportunities.' },
+  { icon: '📊', title: 'Reports', desc: 'Track engagement metrics and grow your network intentionally.' },
+];
+
+export default function OnboardingWizard({ userName, onComplete }: OnboardingWizardProps) {
+  const [step, setStep] = useState(0);
+  const [saving, setSaving] = useState(false);
+
+  // Step 1: Profile
+  const [name, setName] = useState(userName || '');
+  const [title, setTitle] = useState('');
+  const [company, setCompany] = useState('');
+
+  // Step 2: First client
+  const [clientFirstName, setClientFirstName] = useState('');
+  const [clientLastName, setClientLastName] = useState('');
+  const [clientEmail, setClientEmail] = useState('');
+  const [clientCompany, setClientCompany] = useState('');
+  const [clientAdded, setClientAdded] = useState(false);
+
+  // Step 3: Communication style
+  const [tone, setTone] = useState<'formal' | 'friendly' | 'casual'>('friendly');
+  const [greeting, setGreeting] = useState('');
+  const [signoff, setSignoff] = useState('');
+
+  const handleSkip = async () => {
+    setSaving(true);
+    try {
+      await api.completeOnboarding();
+      onComplete();
+    } catch (err) {
+      console.error('Failed to complete onboarding:', err);
+      onComplete();
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleNext = async () => {
+    if (step === 0) {
+      // Save profile
+      if (name || title || company) {
+        try {
+          await api.updateProfile({ name: name || undefined, title: title || undefined, company: company || undefined });
+        } catch (err) {
+          console.error(err);
+        }
+      }
+      setStep(1);
+    } else if (step === 1) {
+      // Add client if filled
+      if (clientFirstName && clientLastName && !clientAdded) {
+        try {
+          await api.createClient({
+            firstName: clientFirstName,
+            lastName: clientLastName,
+            email: clientEmail || undefined,
+            company: clientCompany || undefined,
+          });
+          setClientAdded(true);
+        } catch (err) {
+          console.error(err);
+        }
+      }
+      setStep(2);
+    } else if (step === 2) {
+      // Save communication style
+      try {
+        await api.updateCommunicationStyle({
+          tone,
+          greeting: greeting || undefined,
+          signoff: signoff || undefined,
+        });
+      } catch (err) {
+        console.error(err);
+      }
+      setStep(3);
+    } else if (step === 3) {
+      // Complete
+      await handleSkip();
+    }
+  };
+
+  return (
+    <div className="fixed inset-0 z-[100] flex items-center justify-center bg-slate-900/80 backdrop-blur-sm">
+      <div className="w-full max-w-2xl mx-4 bg-white dark:bg-slate-800 rounded-2xl shadow-2xl overflow-hidden animate-fade-in">
+        {/* Progress bar */}
+        <div className="h-1.5 bg-slate-100 dark:bg-slate-700">
+          <div
+            className="h-full bg-blue-600 transition-all duration-500 ease-out"
+            style={{ width: `${((step + 1) / STEPS.length) * 100}%` }}
+          />
+        </div>
+
+        {/* Step indicators */}
+        <div className="flex items-center justify-center gap-2 px-6 pt-6">
+          {STEPS.map((s, i) => {
+            const Icon = s.icon;
+            return (
+              <div
+                key={s.id}
+                className={cn(
+                  'flex items-center gap-1.5 px-3 py-1.5 rounded-full text-xs font-medium transition-colors',
+                  i === step
+                    ? 'bg-blue-100 dark:bg-blue-900/40 text-blue-700 dark:text-blue-300'
+                    : i < step
+                    ? 'text-emerald-600 dark:text-emerald-400'
+                    : 'text-slate-400 dark:text-slate-500'
+                )}
+              >
+                {i < step ? <Check className="w-3.5 h-3.5" /> : <Icon className="w-3.5 h-3.5" />}
+                <span className="hidden sm:inline">{s.label}</span>
+              </div>
+            );
+          })}
+        </div>
+
+        {/* Content */}
+        <div className="px-6 sm:px-10 py-8 min-h-[360px]">
+          {step === 0 && (
+            <div className="space-y-6">
+              <div className="text-center">
+                <div className="inline-flex items-center justify-center w-16 h-16 bg-blue-100 dark:bg-blue-900/40 rounded-2xl mb-4">
+                  <Sparkles className="w-8 h-8 text-blue-600 dark:text-blue-400" />
+                </div>
+                <h2 className="text-2xl font-bold text-slate-900 dark:text-slate-100">Welcome to NetworkCRM!</h2>
+                <p className="text-slate-500 dark:text-slate-400 mt-2">Let's get you set up. This only takes a minute.</p>
+              </div>
+              <div className="space-y-3">
+                <div>
+                  <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Your Name</label>
+                  <input
+                    type="text"
+                    value={name}
+                    onChange={(e) => setName(e.target.value)}
+                    placeholder="Full name"
+                    className="w-full px-3 py-2.5 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                  />
+                </div>
+                <div className="grid grid-cols-2 gap-3">
+                  <div>
+                    <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Title</label>
+                    <input
+                      type="text"
+                      value={title}
+                      onChange={(e) => setTitle(e.target.value)}
+                      placeholder="e.g., Financial Advisor"
+                      className="w-full px-3 py-2.5 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                    />
+                  </div>
+                  <div>
+                    <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Company</label>
+                    <input
+                      type="text"
+                      value={company}
+                      onChange={(e) => setCompany(e.target.value)}
+                      placeholder="e.g., ABC Financial"
+                      className="w-full px-3 py-2.5 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                    />
+                  </div>
+                </div>
+              </div>
+            </div>
+          )}
+
+          {step === 1 && (
+            <div className="space-y-6">
+              <div className="text-center">
+                <div className="inline-flex items-center justify-center w-16 h-16 bg-emerald-100 dark:bg-emerald-900/40 rounded-2xl mb-4">
+                  <UserPlus className="w-8 h-8 text-emerald-600 dark:text-emerald-400" />
+                </div>
+                <h2 className="text-2xl font-bold text-slate-900 dark:text-slate-100">Add Your First Client</h2>
+                <p className="text-slate-500 dark:text-slate-400 mt-2">Get started by adding someone from your network.</p>
+              </div>
+              {clientAdded ? (
+                <div className="bg-emerald-50 dark:bg-emerald-900/20 border border-emerald-200 dark:border-emerald-800 rounded-xl p-4 text-center">
+                  <Check className="w-8 h-8 text-emerald-600 dark:text-emerald-400 mx-auto mb-2" />
+                  <p className="font-medium text-emerald-700 dark:text-emerald-300">
+                    {clientFirstName} {clientLastName} added!
+                  </p>
+                </div>
+              ) : (
+                <div className="space-y-3">
+                  <div className="grid grid-cols-2 gap-3">
+                    <div>
+                      <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">First Name *</label>
+                      <input
+                        type="text"
+                        value={clientFirstName}
+                        onChange={(e) => setClientFirstName(e.target.value)}
+                        className="w-full px-3 py-2.5 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                      />
+                    </div>
+                    <div>
+                      <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Last Name *</label>
+                      <input
+                        type="text"
+                        value={clientLastName}
+                        onChange={(e) => setClientLastName(e.target.value)}
+                        className="w-full px-3 py-2.5 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                      />
+                    </div>
+                  </div>
+                  <div>
+                    <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Email</label>
+                    <input
+                      type="email"
+                      value={clientEmail}
+                      onChange={(e) => setClientEmail(e.target.value)}
+                      className="w-full px-3 py-2.5 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                    />
+                  </div>
+                  <div>
+                    <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Company</label>
+                    <input
+                      type="text"
+                      value={clientCompany}
+                      onChange={(e) => setClientCompany(e.target.value)}
+                      className="w-full px-3 py-2.5 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                    />
+                  </div>
+                </div>
+              )}
+            </div>
+          )}
+
+          {step === 2 && (
+            <div className="space-y-6">
+              <div className="text-center">
+                <div className="inline-flex items-center justify-center w-16 h-16 bg-purple-100 dark:bg-purple-900/40 rounded-2xl mb-4">
+                  <MessageSquare className="w-8 h-8 text-purple-600 dark:text-purple-400" />
+                </div>
+                <h2 className="text-2xl font-bold text-slate-900 dark:text-slate-100">Communication Style</h2>
+                <p className="text-slate-500 dark:text-slate-400 mt-2">Tell us how you communicate so AI emails match your voice.</p>
+              </div>
+              <div className="space-y-4">
+                <div>
+                  <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-2">Tone</label>
+                  <div className="grid grid-cols-3 gap-3">
+                    {TONES.map((t) => (
+                      <button
+                        key={t.value}
+                        onClick={() => setTone(t.value)}
+                        className={cn(
+                          'p-3 rounded-xl border text-left transition-all',
+                          tone === t.value
+                            ? 'border-blue-500 bg-blue-50 dark:bg-blue-900/30 ring-2 ring-blue-200 dark:ring-blue-800'
+                            : 'border-slate-200 dark:border-slate-600 hover:border-slate-300 dark:hover:border-slate-500'
+                        )}
+                      >
+                        <p className="text-sm font-semibold text-slate-900 dark:text-slate-100">{t.label}</p>
+                        <p className="text-xs text-slate-500 dark:text-slate-400 mt-0.5">{t.desc}</p>
+                      </button>
+                    ))}
+                  </div>
+                </div>
+                <div>
+                  <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Greeting</label>
+                  <input
+                    type="text"
+                    value={greeting}
+                    onChange={(e) => setGreeting(e.target.value)}
+                    placeholder="e.g., Hi, Hello, Dear"
+                    className="w-full px-3 py-2.5 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                  />
+                </div>
+                <div>
+                  <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Sign-off</label>
+                  <input
+                    type="text"
+                    value={signoff}
+                    onChange={(e) => setSignoff(e.target.value)}
+                    placeholder="e.g., Best regards, Cheers, Warm wishes"
+                    className="w-full px-3 py-2.5 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+                  />
+                </div>
+              </div>
+            </div>
+          )}
+
+          {step === 3 && (
+            <div className="space-y-6">
+              <div className="text-center">
+                <div className="inline-flex items-center justify-center w-16 h-16 bg-amber-100 dark:bg-amber-900/40 rounded-2xl mb-4">
+                  <Compass className="w-8 h-8 text-amber-600 dark:text-amber-400" />
+                </div>
+                <h2 className="text-2xl font-bold text-slate-900 dark:text-slate-100">You're All Set!</h2>
+                <p className="text-slate-500 dark:text-slate-400 mt-2">Here's what you can do with NetworkCRM.</p>
+              </div>
+              <div className="space-y-3">
+                {TOUR_FEATURES.map((feature) => (
+                  <div key={feature.title} className="flex items-start gap-3 p-3 bg-slate-50 dark:bg-slate-700/50 rounded-xl">
+                    <span className="text-2xl flex-shrink-0">{feature.icon}</span>
+                    <div>
+                      <p className="font-semibold text-sm text-slate-900 dark:text-slate-100">{feature.title}</p>
+                      <p className="text-xs text-slate-500 dark:text-slate-400">{feature.desc}</p>
+                    </div>
+                  </div>
+                ))}
+              </div>
+            </div>
+          )}
+        </div>
+
+        {/* Footer */}
+        <div className="flex items-center justify-between px-6 sm:px-10 py-4 border-t border-slate-200 dark:border-slate-700 bg-slate-50 dark:bg-slate-800/50">
+          <button
+            onClick={handleSkip}
+            disabled={saving}
+            className="text-sm text-slate-500 dark:text-slate-400 hover:text-slate-700 dark:hover:text-slate-300"
+          >
+            Skip
+          </button>
+          <div className="flex items-center gap-2">
+            {step > 0 && (
+              <button
+                onClick={() => setStep(step - 1)}
+                className="flex items-center gap-1 px-4 py-2 text-sm text-slate-700 dark:text-slate-300 bg-slate-100 dark:bg-slate-700 rounded-lg hover:bg-slate-200 dark:hover:bg-slate-600"
+              >
+                <ChevronLeft className="w-4 h-4" />
+                Back
+              </button>
+            )}
+            <button
+              onClick={handleNext}
+              disabled={saving}
+              className="flex items-center gap-1 px-5 py-2 text-sm text-white bg-blue-600 rounded-lg hover:bg-blue-700 disabled:opacity-50 font-medium"
+            >
+              {saving && <LoadingSpinner />}
+              {step === STEPS.length - 1 ? 'Get Started' : 'Next'}
+              {step < STEPS.length - 1 && <ChevronRight className="w-4 h-4" />}
+            </button>
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}

src/components/Toast.tsx

@@ -0,0 +1,75 @@
+import { useEffect, useState, useCallback } from 'react';
+import { X, CheckCircle2, AlertCircle, AlertTriangle, Info } from 'lucide-react';
+import { cn } from '@/lib/utils';
+import { toastListeners, toasts as globalToasts, notifyListeners } from '@/lib/toast';
+import type { ToastItem } from '@/lib/toast';
+
+// Types and functions re-exported from @/lib/toast for backward compat
+// Import directly from @/lib/toast for non-component usage
+
+const iconMap = {
+  success: CheckCircle2,
+  error: AlertCircle,
+  warning: AlertTriangle,
+  info: Info,
+};
+
+const colorMap = {
+  success: 'bg-emerald-50 dark:bg-emerald-900/30 border-emerald-200 dark:border-emerald-800 text-emerald-800 dark:text-emerald-200',
+  error: 'bg-red-50 dark:bg-red-900/30 border-red-200 dark:border-red-800 text-red-800 dark:text-red-200',
+  warning: 'bg-amber-50 dark:bg-amber-900/30 border-amber-200 dark:border-amber-800 text-amber-800 dark:text-amber-200',
+  info: 'bg-blue-50 dark:bg-blue-900/30 border-blue-200 dark:border-blue-800 text-blue-800 dark:text-blue-200',
+};
+
+const iconColorMap = {
+  success: 'text-emerald-500',
+  error: 'text-red-500',
+  warning: 'text-amber-500',
+  info: 'text-blue-500',
+};
+
+export function ToastContainer() {
+  const [items, setItems] = useState<ToastItem[]>([]);
+
+  useEffect(() => {
+    toastListeners.push(setItems);
+    return () => {
+      const idx = toastListeners.indexOf(setItems);
+      if (idx >= 0) toastListeners.splice(idx, 1);
+    };
+  }, []);
+
+  const dismiss = useCallback((id: string) => {
+    const idx = globalToasts.findIndex(t => t.id === id);
+    if (idx >= 0) globalToasts.splice(idx, 1);
+    notifyListeners();
+  }, []);
+
+  if (items.length === 0) return null;
+
+  return (
+    <div className="fixed bottom-4 right-4 z-[100] flex flex-col gap-2 max-w-sm">
+      {items.map(item => {
+        const Icon = iconMap[item.type];
+        return (
+          <div
+            key={item.id}
+            className={cn(
+              'flex items-start gap-3 p-3 rounded-lg border shadow-lg animate-fade-in',
+              colorMap[item.type]
+            )}
+          >
+            <Icon className={cn('w-5 h-5 flex-shrink-0 mt-0.5', iconColorMap[item.type])} />
+            <p className="text-sm font-medium flex-1">{item.message}</p>
+            <button
+              onClick={() => dismiss(item.id)}
+              className="p-0.5 rounded hover:bg-black/10 dark:hover:bg-white/10 transition-colors flex-shrink-0"
+            >
+              <X className="w-4 h-4" />
+            </button>
+          </div>
+        );
+      })}
+    </div>
+  );
+}

src/index.css

@@ -68,3 +68,11 @@ html.dark body {
 .animate-slide-up {
   animation: slideUp 0.15s ease-out;
 }
+
+/* Print styles for meeting prep */
+@media print {
+  body { background: white !important; color: black !important; }
+  [data-print-hide] { display: none !important; }
+  aside, header, nav { display: none !important; }
+  main { padding: 0 !important; overflow: visible !important; }
+}

src/lib/api.ts

@@ -1,12 +1,10 @@
-import type { Profile, Client, ClientCreate, Event, EventCreate, Email, EmailGenerate, User, Invite, ActivityItem, InsightsData, ImportPreview, ImportResult, NetworkMatch, NetworkStats } from '@/types';
+import type { Profile, Client, ClientCreate, ClientNote, Event, EventCreate, Email, EmailGenerate, User, Invite, ActivityItem, InsightsData, ImportPreview, ImportResult, NetworkMatch, NetworkStats, Notification, Interaction, BulkEmailResult, EmailTemplate, EmailTemplateCreate, ClientSegment, SegmentFilters, FilterOptions, AuditLogsResponse, MeetingPrep, CommunicationStyle } from '@/types';
 
-const API_BASE = import.meta.env.PROD
+// Always use same-origin paths — nginx proxies /api/* to the backend
-  ? 'https://api.thenetwork.donovankelly.xyz/api'
+// This avoids cross-domain cookie issues in Brave and other privacy browsers
-  : '/api';
+const API_BASE = '/api';
 
-const AUTH_BASE = import.meta.env.PROD
+const AUTH_BASE = '';
-  ? 'https://api.thenetwork.donovankelly.xyz'
-  : '';
 
 const TOKEN_KEY = 'network-auth-token';
 
@@ -28,6 +26,13 @@ class ApiClient {
     return token ? { Authorization: `Bearer ${token}` } : {};
   }
 
+  // Global error handler callback
+  private onApiError: ((status: number, message: string) => void) | null = null;
+
+  setErrorHandler(handler: (status: number, message: string) => void) {
+    this.onApiError = handler;
+  }
+
   private async fetch<T>(path: string, options: RequestInit = {}): Promise<T> {
     const headers: HeadersInit = {
       'Content-Type': 'application/json',
@@ -43,7 +48,14 @@ class ApiClient {
 
     if (!response.ok) {
       const error = await response.json().catch(() => ({ error: 'Unknown error' }));
-      throw new Error(error.error || error.message || 'Request failed');
+      const message = error.error || error.message || 'Request failed';
+
+      // Fire global error handler
+      if (this.onApiError) {
+        this.onApiError(response.status, message);
+      }
+
+      throw new Error(message);
     }
 
     const text = await response.text();
@@ -404,31 +416,257 @@ class ApiClient {
     }
     return response.json();
   }
+  // Client Notes
+  async getClientNotes(clientId: string): Promise<ClientNote[]> {
+    return this.fetch(`/clients/${clientId}/notes`);
+  }
+
+  async createClientNote(clientId: string, content: string): Promise<ClientNote> {
+    return this.fetch(`/clients/${clientId}/notes`, {
+      method: 'POST',
+      body: JSON.stringify({ content }),
+    });
+  }
+
+  async updateClientNote(clientId: string, noteId: string, data: { content?: string; pinned?: boolean }): Promise<ClientNote> {
+    return this.fetch(`/clients/${clientId}/notes/${noteId}`, {
+      method: 'PUT',
+      body: JSON.stringify(data),
+    });
+  }
+
+  async deleteClientNote(clientId: string, noteId: string): Promise<void> {
+    await this.fetch(`/clients/${clientId}/notes/${noteId}`, { method: 'DELETE' });
+  }
+
   // Reports & Analytics
-  async getReportsOverview(): Promise<any> {
+  async getReportsOverview(): Promise<unknown> {
     return this.fetch('/reports/overview');
   }
 
-  async getReportsGrowth(): Promise<any> {
+  async getReportsGrowth(): Promise<unknown> {
     return this.fetch('/reports/growth');
   }
 
-  async getReportsIndustries(): Promise<any[]> {
+  async getReportsIndustries(): Promise<unknown[]> {
     return this.fetch('/reports/industries');
   }
 
-  async getReportsTags(): Promise<any[]> {
+  async getReportsTags(): Promise<unknown[]> {
     return this.fetch('/reports/tags');
   }
 
-  async getReportsEngagement(): Promise<any> {
+  async getReportsEngagement(): Promise<unknown> {
     return this.fetch('/reports/engagement');
   }
 
-  async getNotifications(): Promise<any> {
+  async getNotificationsLegacy(): Promise<unknown> {
     return this.fetch('/reports/notifications');
   }
 
+  // Real notifications (from notifications table)
+  async getNotifications(params?: { unreadOnly?: boolean; limit?: number }): Promise<{ notifications: Notification[]; unreadCount: number }> {
+    const searchParams = new URLSearchParams();
+    if (params?.unreadOnly) searchParams.set('unreadOnly', 'true');
+    if (params?.limit) searchParams.set('limit', String(params.limit));
+    const query = searchParams.toString();
+    return this.fetch(`/notifications${query ? `?${query}` : ''}`);
+  }
+
+  async markNotificationRead(id: string): Promise<Notification> {
+    return this.fetch(`/notifications/${id}/read`, { method: 'PUT' });
+  }
+
+  async markAllNotificationsRead(): Promise<void> {
+    await this.fetch('/notifications/mark-all-read', { method: 'POST' });
+  }
+
+  async deleteNotification(id: string): Promise<void> {
+    await this.fetch(`/notifications/${id}`, { method: 'DELETE' });
+  }
+
+  // Interactions
+  async getClientInteractions(clientId: string): Promise<Interaction[]> {
+    return this.fetch(`/clients/${clientId}/interactions`);
+  }
+
+  async createInteraction(clientId: string, data: {
+    type: string; title: string; description?: string; duration?: number; contactedAt: string;
+  }): Promise<Interaction> {
+    return this.fetch(`/clients/${clientId}/interactions`, {
+      method: 'POST',
+      body: JSON.stringify(data),
+    });
+  }
+
+  async updateInteraction(id: string, data: Partial<{
+    type: string; title: string; description?: string; duration?: number; contactedAt: string;
+  }>): Promise<Interaction> {
+    return this.fetch(`/interactions/${id}`, {
+      method: 'PUT',
+      body: JSON.stringify(data),
+    });
+  }
+
+  async deleteInteraction(id: string): Promise<void> {
+    await this.fetch(`/interactions/${id}`, { method: 'DELETE' });
+  }
+
+  async getRecentInteractions(limit?: number): Promise<Interaction[]> {
+    const query = limit ? `?limit=${limit}` : '';
+    return this.fetch(`/interactions/recent${query}`);
+  }
+
+  // Bulk Email
+  async bulkGenerateEmails(clientIds: string[], purpose: string, provider?: 'anthropic' | 'openai'): Promise<BulkEmailResult> {
+    return this.fetch('/emails/bulk-generate', {
+      method: 'POST',
+      body: JSON.stringify({ clientIds, purpose, provider }),
+    });
+  }
+
+  async bulkSendEmails(batchId: string): Promise<{ batchId: string; total: number; sent: number; failed: number }> {
+    return this.fetch('/emails/bulk-send', {
+      method: 'POST',
+      body: JSON.stringify({ batchId }),
+    });
+  }
+
+  // Email Templates
+  async getTemplates(category?: string): Promise<EmailTemplate[]> {
+    const params = category ? `?category=${encodeURIComponent(category)}` : '';
+    return this.fetch(`/templates${params}`);
+  }
+  async getTemplate(id: string): Promise<EmailTemplate> {
+    return this.fetch(`/templates/${id}`);
+  }
+  async createTemplate(data: EmailTemplateCreate): Promise<EmailTemplate> {
+    return this.fetch('/templates', { method: 'POST', body: JSON.stringify(data) });
+  }
+  async updateTemplate(id: string, data: Partial<EmailTemplateCreate>): Promise<EmailTemplate> {
+    return this.fetch(`/templates/${id}`, { method: 'PUT', body: JSON.stringify(data) });
+  }
+  async useTemplate(id: string, variables?: Record<string, string>): Promise<{ subject: string; content: string; templateId: string; templateName: string }> {
+    return this.fetch(`/templates/${id}/use`, { method: 'POST', body: JSON.stringify({ variables }) });
+  }
+  async deleteTemplate(id: string): Promise<{ success: boolean }> {
+    return this.fetch(`/templates/${id}`, { method: 'DELETE' });
+  }
+
+  // Client Segments
+  async getSegments(): Promise<ClientSegment[]> {
+    return this.fetch('/segments');
+  }
+  async getSegment(id: string): Promise<ClientSegment> {
+    return this.fetch(`/segments/${id}`);
+  }
+  async previewSegment(filters: SegmentFilters): Promise<{ count: number; clients: Client[] }> {
+    return this.fetch('/segments/preview', { method: 'POST', body: JSON.stringify({ filters }) });
+  }
+  async getFilterOptions(): Promise<FilterOptions> {
+    return this.fetch('/segments/filter-options');
+  }
+  async createSegment(data: { name: string; description?: string; filters: SegmentFilters; color?: string; pinned?: boolean }): Promise<ClientSegment> {
+    return this.fetch('/segments', { method: 'POST', body: JSON.stringify(data) });
+  }
+  async updateSegment(id: string, data: Partial<{ name: string; description: string; filters: SegmentFilters; color: string; pinned: boolean }>): Promise<ClientSegment> {
+    return this.fetch(`/segments/${id}`, { method: 'PUT', body: JSON.stringify(data) });
+  }
+  async deleteSegment(id: string): Promise<{ success: boolean }> {
+    return this.fetch(`/segments/${id}`, { method: 'DELETE' });
+  }
+
+  // Audit Logs (admin)
+  async getAuditLogs(params?: {
+    entityType?: string;
+    action?: string;
+    userId?: string;
+    startDate?: string;
+    endDate?: string;
+    search?: string;
+    page?: number;
+    limit?: number;
+  }): Promise<AuditLogsResponse> {
+    const searchParams = new URLSearchParams();
+    if (params?.entityType) searchParams.set('entityType', params.entityType);
+    if (params?.action) searchParams.set('action', params.action);
+    if (params?.userId) searchParams.set('userId', params.userId);
+    if (params?.startDate) searchParams.set('startDate', params.startDate);
+    if (params?.endDate) searchParams.set('endDate', params.endDate);
+    if (params?.search) searchParams.set('search', params.search);
+    if (params?.page) searchParams.set('page', String(params.page));
+    if (params?.limit) searchParams.set('limit', String(params.limit));
+    const query = searchParams.toString();
+    return this.fetch(`/audit-logs${query ? `?${query}` : ''}`);
+  }
+
+  // Meeting Prep
+  async getMeetingPrep(clientId: string, provider?: string): Promise<MeetingPrep> {
+    const query = provider ? `?provider=${provider}` : '';
+    return this.fetch(`/clients/${clientId}/meeting-prep${query}`);
+  }
+
+  // Communication Style
+  async getCommunicationStyle(): Promise<CommunicationStyle> {
+    return this.fetch('/profile/communication-style');
+  }
+
+  async updateCommunicationStyle(style: Partial<CommunicationStyle>): Promise<CommunicationStyle> {
+    return this.fetch('/profile/communication-style', {
+      method: 'PATCH',
+      body: JSON.stringify(style),
+    });
+  }
+
+  // Tags Management
+  async getTags(): Promise<{ name: string; count: number }[]> {
+    return this.fetch('/tags');
+  }
+
+  async renameTag(oldName: string, newName: string): Promise<{ success: boolean; updated: number }> {
+    return this.fetch('/tags/rename', {
+      method: 'PUT',
+      body: JSON.stringify({ oldName, newName }),
+    });
+  }
+
+  async deleteTag(name: string): Promise<{ success: boolean; removed: number }> {
+    return this.fetch(`/tags/${encodeURIComponent(name)}`, { method: 'DELETE' });
+  }
+
+  async mergeTags(sourceTags: string[], targetTag: string): Promise<{ success: boolean; updated: number }> {
+    return this.fetch('/tags/merge', {
+      method: 'POST',
+      body: JSON.stringify({ sourceTags, targetTag }),
+    });
+  }
+
+  // Onboarding
+  async getOnboardingStatus(): Promise<{ onboardingComplete: boolean }> {
+    return this.fetch('/profile/onboarding-status');
+  }
+
+  async completeOnboarding(): Promise<{ success: boolean }> {
+    return this.fetch('/profile/complete-onboarding', { method: 'POST' });
+  }
+
+  // Paginated clients
+  async getClientsPaginated(params?: { search?: string; tag?: string; page?: number; limit?: number }): Promise<{
+    data: Client[];
+    total: number;
+    page: number;
+    limit: number;
+    totalPages: number;
+  }> {
+    const searchParams = new URLSearchParams();
+    if (params?.search) searchParams.set('search', params.search);
+    if (params?.tag) searchParams.set('tag', params.tag);
+    if (params?.page) searchParams.set('page', String(params.page));
+    if (params?.limit) searchParams.set('limit', String(params.limit));
+    const query = searchParams.toString();
+    return this.fetch(`/clients${query ? `?${query}` : ''}`);
+  }
+
   async exportClientsCSV(): Promise<void> {
     const token = this.getToken();
     const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
@@ -447,6 +685,392 @@ class ApiClient {
     document.body.removeChild(a);
     window.URL.revokeObjectURL(url);
   }
+  // ---- Global Search ----
+  async globalSearch(q: string, types?: string[], limit?: number): Promise<SearchResults> {
+    const params = new URLSearchParams();
+    params.set('q', q);
+    if (types?.length) params.set('types', types.join(','));
+    if (limit) params.set('limit', String(limit));
+    return this.fetch<SearchResults>(`/search?${params.toString()}`);
+  }
+
+  // ---- Client Merge / Duplicates ----
+  async getClientDuplicates(clientId: string): Promise<DuplicateClient[]> {
+    return this.fetch<DuplicateClient[]>(`/clients/${clientId}/duplicates`);
+  }
+
+  async mergeClients(primaryId: string, mergeFromId: string): Promise<MergeResult> {
+    return this.fetch<MergeResult>(`/clients/${primaryId}/merge`, {
+      method: 'POST',
+      body: JSON.stringify({ mergeFromId }),
+    });
+  }
+
+  // ---- Data Export ----
+  async getExportSummary(): Promise<ExportSummary> {
+    return this.fetch<ExportSummary>('/export/summary');
+  }
+
+  async exportFullJSON(): Promise<void> {
+    const token = this.getToken();
+    const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
+    const response = await fetch(`${API_BASE}/export/json`, {
+      headers,
+      credentials: 'include',
+    });
+    if (!response.ok) throw new Error('Export failed');
+    const blob = await response.blob();
+    const url = window.URL.createObjectURL(blob);
+    const a = document.createElement('a');
+    a.href = url;
+    a.download = `network-app-export-${new Date().toISOString().split('T')[0]}.json`;
+    document.body.appendChild(a);
+    a.click();
+    document.body.removeChild(a);
+    window.URL.revokeObjectURL(url);
+  }
+
+  async exportClientsCsv(): Promise<void> {
+    const token = this.getToken();
+    const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
+    const response = await fetch(`${API_BASE}/export/clients/csv`, {
+      headers,
+      credentials: 'include',
+    });
+    if (!response.ok) throw new Error('Export failed');
+    const blob = await response.blob();
+    const url = window.URL.createObjectURL(blob);
+    const a = document.createElement('a');
+    a.href = url;
+    a.download = `clients-export-${new Date().toISOString().split('T')[0]}.csv`;
+    document.body.appendChild(a);
+    a.click();
+    document.body.removeChild(a);
+    window.URL.revokeObjectURL(url);
+  }
+
+  async exportInteractionsCsv(): Promise<void> {
+    const token = this.getToken();
+    const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
+    const response = await fetch(`${API_BASE}/export/interactions/csv`, {
+      headers,
+      credentials: 'include',
+    });
+    if (!response.ok) throw new Error('Export failed');
+    const blob = await response.blob();
+    const url = window.URL.createObjectURL(blob);
+    const a = document.createElement('a');
+    a.href = url;
+    a.download = `interactions-export-${new Date().toISOString().split('T')[0]}.csv`;
+    document.body.appendChild(a);
+    a.click();
+    document.body.removeChild(a);
+    window.URL.revokeObjectURL(url);
+  }
+
+  // ---- Client Documents ----
+  async getClientDocuments(clientId: string, category?: string): Promise<ClientDocument[]> {
+    const params = category ? `?category=${encodeURIComponent(category)}` : '';
+    return this.fetch(`/clients/${clientId}/documents${params}`);
+  }
+
+  async uploadDocument(clientId: string, file: File, opts?: { name?: string; category?: string; notes?: string }): Promise<ClientDocument> {
+    const formData = new FormData();
+    formData.append('file', file);
+    if (opts?.name) formData.append('name', opts.name);
+    if (opts?.category) formData.append('category', opts.category);
+    if (opts?.notes) formData.append('notes', opts.notes);
+
+    const token = this.getToken();
+    const headers: HeadersInit = token ? { Authorization: `Bearer ${token}` } : {};
+    const response = await fetch(`${API_BASE}/clients/${clientId}/documents`, {
+      method: 'POST',
+      headers,
+      body: formData,
+      credentials: 'include',
+    });
+    if (!response.ok) {
+      const error = await response.json().catch(() => ({ error: 'Upload failed' }));
+      throw new Error(error.error || 'Upload failed');
+    }
+    return response.json();
+  }
+
+  async deleteDocument(documentId: string): Promise<void> {
+    await this.fetch(`/documents/${documentId}`, { method: 'DELETE' });
+  }
+
+  getDocumentDownloadUrl(documentId: string): string {
+    return `${API_BASE}/documents/${documentId}/download`;
+  }
+
+  async getDocumentCount(clientId: string): Promise<{ count: number }> {
+    return this.fetch(`/clients/${clientId}/documents/count`);
+  }
+
+  // ---- Client Goals ----
+  async getClientGoals(clientId: string): Promise<ClientGoal[]> {
+    return this.fetch(`/clients/${clientId}/goals`);
+  }
+
+  async createGoal(clientId: string, data: ClientGoalCreate): Promise<ClientGoal> {
+    return this.fetch(`/clients/${clientId}/goals`, {
+      method: 'POST',
+      body: JSON.stringify(data),
+    });
+  }
+
+  async updateGoal(goalId: string, data: Partial<ClientGoalCreate>): Promise<ClientGoal> {
+    return this.fetch(`/goals/${goalId}`, {
+      method: 'PUT',
+      body: JSON.stringify(data),
+    });
+  }
+
+  async deleteGoal(goalId: string): Promise<void> {
+    await this.fetch(`/goals/${goalId}`, { method: 'DELETE' });
+  }
+
+  async getGoalsOverview(): Promise<GoalsOverview> {
+    return this.fetch('/goals/overview');
+  }
+
+  // ---- Referrals ----
+  async getClientReferrals(clientId: string): Promise<Referral[]> {
+    return this.fetch(`/clients/${clientId}/referrals`);
+  }
+
+  async createReferral(clientId: string, data: ReferralCreate): Promise<Referral> {
+    return this.fetch(`/clients/${clientId}/referrals`, {
+      method: 'POST',
+      body: JSON.stringify(data),
+    });
+  }
+
+  async updateReferral(referralId: string, data: Partial<ReferralCreate>): Promise<Referral> {
+    return this.fetch(`/referrals/${referralId}`, {
+      method: 'PUT',
+      body: JSON.stringify(data),
+    });
+  }
+
+  async deleteReferral(referralId: string): Promise<void> {
+    await this.fetch(`/referrals/${referralId}`, { method: 'DELETE' });
+  }
+
+  async getReferralStats(): Promise<ReferralStats> {
+    return this.fetch('/referrals/stats');
+  }
+
+  // ---- Engagement Scoring ----
+
+  async getEngagementScores(): Promise<EngagementResponse> {
+    return this.fetch<EngagementResponse>('/engagement');
+  }
+
+  async getClientEngagement(clientId: string): Promise<ClientEngagement> {
+    return this.fetch<ClientEngagement>(`/clients/${clientId}/engagement`);
+  }
+
+  // ---- Stats Overview ----
+
+  async getStatsOverview(): Promise<StatsOverview> {
+    return this.fetch<StatsOverview>('/stats/overview');
+  }
+}
+
+export interface EngagementScore {
+  clientId: string;
+  clientName: string;
+  score: number;
+  breakdown: {
+    recency: number;
+    interactions: number;
+    emails: number;
+    events: number;
+    notes: number;
+  };
+  lastContactedAt: string | null;
+  stage: string;
+  trend: 'rising' | 'stable' | 'declining';
+}
+
+export interface EngagementResponse {
+  scores: EngagementScore[];
+  summary: {
+    totalClients: number;
+    averageScore: number;
+    distribution: Record<string, number>;
+    topClients: { name: string; score: number }[];
+    needsAttention: { name: string; score: number; lastContactedAt: string | null }[];
+  };
+}
+
+export interface ClientEngagement {
+  clientId: string;
+  clientName: string;
+  score: number;
+  label: string;
+  breakdown: {
+    recency: number;
+    interactions: number;
+    emails: number;
+    events: number;
+    notes: number;
+  };
+  rawCounts: Record<string, number>;
+  recentInteractions: { date: string; type: string }[];
+  recommendations: string[];
+}
+
+export interface StatsOverview {
+  clients: {
+    total: number;
+    newThisMonth: number;
+    stageDistribution: Record<string, number>;
+  };
+  activity: {
+    interactions30d: number;
+    interactions7d: number;
+    emailsSent30d: number;
+    interactionsByType: Record<string, number>;
+  };
+  upcoming: {
+    events: number;
+    unreadNotifications: number;
+  };
+  generatedAt: string;
+}
+
+export interface SearchResult {
+  type: string;
+  id: string;
+  title: string;
+  subtitle?: string;
+  clientId?: string;
+  clientName?: string;
+  matchField: string;
+  createdAt: string;
+}
+
+export interface SearchResults {
+  results: SearchResult[];
+  query: string;
+  total: number;
+}
+
+export interface DuplicateClient {
+  id: string;
+  firstName: string;
+  lastName: string;
+  email: string | null;
+  phone: string | null;
+  company: string | null;
+  stage: string;
+  duplicateScore: number;
+  matchReasons: string[];
+  createdAt: string;
+}
+
+export interface MergeResult {
+  success: boolean;
+  client: unknown;
+  merged: {
+    fromId: string;
+    fromName: string;
+    fieldsUpdated: string[];
+  };
+}
+
+export interface ExportSummary {
+  clients: number;
+  emails: number;
+  events: number;
+  interactions: number;
+  notes: number;
+  templates: number;
+  segments: number;
+  exportFormats: string[];
+}
+
+export interface ClientDocument {
+  id: string;
+  clientId: string;
+  userId: string;
+  name: string;
+  filename: string;
+  mimeType: string;
+  size: number;
+  category: string;
+  path: string;
+  notes: string | null;
+  createdAt: string;
+}
+
+export interface ClientGoal {
+  id: string;
+  clientId: string;
+  userId: string;
+  title: string;
+  description: string | null;
+  category: string;
+  targetAmount: string | null;
+  currentAmount: string | null;
+  targetDate: string | null;
+  status: string;
+  priority: string;
+  createdAt: string;
+  updatedAt: string;
+}
+
+export interface ClientGoalCreate {
+  title: string;
+  description?: string;
+  category?: string;
+  targetAmount?: string;
+  currentAmount?: string;
+  targetDate?: string;
+  status?: string;
+  priority?: string;
+}
+
+export interface GoalsOverview {
+  total: number;
+  byStatus: Record<string, number>;
+  atRiskGoals: Array<ClientGoal & { clientFirstName: string; clientLastName: string }>;
+  highPriorityGoals: Array<ClientGoal & { clientFirstName: string; clientLastName: string }>;
+}
+
+export interface Referral {
+  id: string;
+  referrerId: string;
+  referredId: string;
+  type: string;
+  notes: string | null;
+  status: string;
+  value: string | null;
+  createdAt: string;
+  updatedAt: string;
+  referrer: { id: string; firstName: string; lastName: string };
+  referred: { id: string; firstName: string; lastName: string };
+}
+
+export interface ReferralCreate {
+  referredId: string;
+  type?: string;
+  notes?: string;
+  status?: string;
+  value?: string;
+}
+
+export interface ReferralStats {
+  total: number;
+  converted: number;
+  conversionRate: number;
+  totalValue: number;
+  convertedValue: number;
+  byStatus: Record<string, number>;
+  topReferrers: Array<{ id: string; name: string; count: number; convertedCount: number }>;
 }
 
 export const api = new ApiClient();

src/lib/toast.ts

@@ -0,0 +1,36 @@
+export type ToastType = 'success' | 'error' | 'warning' | 'info';
+
+export interface ToastItem {
+  id: string;
+  type: ToastType;
+  message: string;
+  duration?: number;
+}
+
+// Global toast state
+export const toastListeners: ((toasts: ToastItem[]) => void)[] = [];
+export const toasts: ToastItem[] = [];
+
+export function notifyListeners() {
+  toastListeners.forEach(fn => fn([...toasts]));
+}
+
+export function showToast(type: ToastType, message: string, duration = 5000) {
+  const id = Math.random().toString(36).slice(2);
+  toasts.push({ id, type, message, duration });
+  notifyListeners();
+
+  if (duration > 0) {
+    setTimeout(() => {
+      const idx = toasts.findIndex(t => t.id === id);
+      if (idx >= 0) toasts.splice(idx, 1);
+      notifyListeners();
+    }, duration);
+  }
+}
+
+export function toast(message: string) { showToast('info', message); }
+toast.success = (msg: string) => showToast('success', msg);
+toast.error = (msg: string) => showToast('error', msg, 7000);
+toast.warning = (msg: string) => showToast('warning', msg);
+toast.info = (msg: string) => showToast('info', msg);

src/lib/utils.test.ts

@@ -7,7 +7,8 @@ describe('cn', () => {
   });
 
   it('handles conditional classes', () => {
-    expect(cn('base', false && 'hidden', 'visible')).toBe('base visible');
+    const isHidden = false;
+    expect(cn('base', isHidden && 'hidden', 'visible')).toBe('base visible');
   });
 
   it('merges tailwind conflicts', () => {

src/pages/AuditLogPage.tsx

@@ -0,0 +1,253 @@
+import { useEffect, useState, useCallback } from 'react';
+import { api } from '@/lib/api';
+import type { AuditLog, User } from '@/types';
+import {
+  Shield, Search, ChevronDown, ChevronRight, ChevronLeft,
+  Filter, User as UserIcon, Activity,
+} from 'lucide-react';
+import { PageLoader } from '@/components/LoadingSpinner';
+
+const ACTION_COLORS: Record<string, string> = {
+  create: 'bg-emerald-100 dark:bg-emerald-900/30 text-emerald-700 dark:text-emerald-300',
+  update: 'bg-blue-100 dark:bg-blue-900/30 text-blue-700 dark:text-blue-300',
+  delete: 'bg-red-100 dark:bg-red-900/30 text-red-700 dark:text-red-300',
+  view: 'bg-slate-100 dark:bg-slate-700 text-slate-700 dark:text-slate-300',
+  send: 'bg-purple-100 dark:bg-purple-900/30 text-purple-700 dark:text-purple-300',
+  login: 'bg-cyan-100 dark:bg-cyan-900/30 text-cyan-700 dark:text-cyan-300',
+  logout: 'bg-amber-100 dark:bg-amber-900/30 text-amber-700 dark:text-amber-300',
+  password_change: 'bg-orange-100 dark:bg-orange-900/30 text-orange-700 dark:text-orange-300',
+};
+
+const ENTITY_TYPES = ['client', 'email', 'event', 'template', 'segment', 'user', 'auth', 'interaction', 'note', 'notification', 'invite', 'profile'];
+const ACTIONS = ['create', 'update', 'delete', 'view', 'send', 'login', 'logout', 'password_change'];
+
+export default function AuditLogPage() {
+  const [logs, setLogs] = useState<AuditLog[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [total, setTotal] = useState(0);
+  const [page, setPage] = useState(1);
+  const [totalPages, setTotalPages] = useState(1);
+  const [expandedId, setExpandedId] = useState<string | null>(null);
+
+  // Filters
+  const [entityType, setEntityType] = useState('');
+  const [action, setAction] = useState('');
+  const [search, setSearch] = useState('');
+  const [startDate, setStartDate] = useState('');
+  const [endDate, setEndDate] = useState('');
+  const [users, setUsers] = useState<User[]>([]);
+  const [userId, setUserId] = useState('');
+
+  const fetchLogs = useCallback(async () => {
+    setLoading(true);
+    try {
+      const data = await api.getAuditLogs({
+        entityType: entityType || undefined,
+        action: action || undefined,
+        userId: userId || undefined,
+        startDate: startDate || undefined,
+        endDate: endDate || undefined,
+        search: search || undefined,
+        page,
+        limit: 25,
+      });
+      setLogs(data.logs);
+      setTotal(data.total);
+      setTotalPages(data.totalPages);
+    } catch (err) {
+      console.error('Failed to fetch audit logs:', err);
+    } finally {
+      setLoading(false);
+    }
+  }, [entityType, action, userId, startDate, endDate, search, page]);
+
+  useEffect(() => {
+    fetchLogs();
+  }, [fetchLogs]);
+
+  useEffect(() => {
+    api.getUsers().then(setUsers).catch(() => {});
+  }, []);
+
+  // Reset page on filter change
+  useEffect(() => {
+    setPage(1);
+  }, [entityType, action, userId, startDate, endDate, search]);
+
+  const inputClass = 'px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500';
+  const selectClass = `${inputClass} appearance-none pr-8`;
+
+  return (
+    <div className="space-y-6 animate-fade-in">
+      {/* Header */}
+      <div className="flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100 flex items-center gap-3">
+            <Shield className="w-7 h-7 text-blue-600" />
+            Audit Log
+          </h1>
+          <p className="text-slate-500 dark:text-slate-400 text-sm mt-1">
+            {total} total entries · Compliance audit trail
+          </p>
+        </div>
+      </div>
+
+      {/* Filters */}
+      <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-4">
+        <div className="flex items-center gap-2 mb-3 text-sm font-medium text-slate-700 dark:text-slate-300">
+          <Filter className="w-4 h-4" />
+          Filters
+        </div>
+        <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-4 gap-3">
+          <div className="relative">
+            <Search className="absolute left-3 top-1/2 -translate-y-1/2 w-4 h-4 text-slate-400" />
+            <input
+              type="text"
+              placeholder="Search details..."
+              value={search}
+              onChange={(e) => setSearch(e.target.value)}
+              className={`${inputClass} pl-9 w-full`}
+            />
+          </div>
+          <select value={entityType} onChange={(e) => setEntityType(e.target.value)} className={`${selectClass} w-full`}>
+            <option value="">All entity types</option>
+            {ENTITY_TYPES.map(t => <option key={t} value={t}>{t}</option>)}
+          </select>
+          <select value={action} onChange={(e) => setAction(e.target.value)} className={`${selectClass} w-full`}>
+            <option value="">All actions</option>
+            {ACTIONS.map(a => <option key={a} value={a}>{a}</option>)}
+          </select>
+          <select value={userId} onChange={(e) => setUserId(e.target.value)} className={`${selectClass} w-full`}>
+            <option value="">All users</option>
+            {users.map(u => <option key={u.id} value={u.id}>{u.name}</option>)}
+          </select>
+          <input
+            type="date"
+            value={startDate}
+            onChange={(e) => setStartDate(e.target.value)}
+            placeholder="Start date"
+            className={`${inputClass} w-full`}
+          />
+          <input
+            type="date"
+            value={endDate}
+            onChange={(e) => setEndDate(e.target.value)}
+            placeholder="End date"
+            className={`${inputClass} w-full`}
+          />
+        </div>
+      </div>
+
+      {/* Table */}
+      <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl overflow-hidden">
+        {loading ? (
+          <div className="p-8"><PageLoader /></div>
+        ) : logs.length === 0 ? (
+          <div className="p-8 text-center text-sm text-slate-400">
+            <Activity className="w-8 h-8 mx-auto mb-2 opacity-50" />
+            No audit logs found
+          </div>
+        ) : (
+          <div className="overflow-x-auto">
+            <table className="w-full text-sm">
+              <thead>
+                <tr className="border-b border-slate-200 dark:border-slate-700 bg-slate-50 dark:bg-slate-900/50">
+                  <th className="px-4 py-3 text-left font-medium text-slate-500 dark:text-slate-400 w-8"></th>
+                  <th className="px-4 py-3 text-left font-medium text-slate-500 dark:text-slate-400">Time</th>
+                  <th className="px-4 py-3 text-left font-medium text-slate-500 dark:text-slate-400">User</th>
+                  <th className="px-4 py-3 text-left font-medium text-slate-500 dark:text-slate-400">Action</th>
+                  <th className="px-4 py-3 text-left font-medium text-slate-500 dark:text-slate-400">Entity</th>
+                  <th className="px-4 py-3 text-left font-medium text-slate-500 dark:text-slate-400">IP Address</th>
+                </tr>
+              </thead>
+              <tbody className="divide-y divide-slate-100 dark:divide-slate-700">
+                {logs.map(log => (
+                  <>
+                    <tr
+                      key={log.id}
+                      className="hover:bg-slate-50 dark:hover:bg-slate-700/50 cursor-pointer transition-colors"
+                      onClick={() => setExpandedId(expandedId === log.id ? null : log.id)}
+                    >
+                      <td className="px-4 py-3">
+                        {log.details ? (
+                          expandedId === log.id
+                            ? <ChevronDown className="w-4 h-4 text-slate-400" />
+                            : <ChevronRight className="w-4 h-4 text-slate-400" />
+                        ) : <span className="w-4 h-4 inline-block" />}
+                      </td>
+                      <td className="px-4 py-3 text-slate-600 dark:text-slate-300 whitespace-nowrap">
+                        {new Date(log.createdAt).toLocaleString()}
+                      </td>
+                      <td className="px-4 py-3">
+                        <div className="flex items-center gap-2">
+                          <div className="w-6 h-6 bg-slate-100 dark:bg-slate-700 rounded-full flex items-center justify-center">
+                            <UserIcon className="w-3 h-3 text-slate-500" />
+                          </div>
+                          <span className="text-slate-900 dark:text-slate-100">{log.userName || 'System'}</span>
+                        </div>
+                      </td>
+                      <td className="px-4 py-3">
+                        <span className={`px-2 py-1 rounded-full text-xs font-medium ${ACTION_COLORS[log.action] || 'bg-slate-100 text-slate-600'}`}>
+                          {log.action}
+                        </span>
+                      </td>
+                      <td className="px-4 py-3 text-slate-700 dark:text-slate-300">
+                        <span className="font-medium">{log.entityType}</span>
+                        {log.entityId && (
+                          <span className="text-slate-400 ml-1 text-xs">{log.entityId.slice(0, 8)}...</span>
+                        )}
+                      </td>
+                      <td className="px-4 py-3 text-slate-500 dark:text-slate-400 text-xs font-mono">
+                        {log.ipAddress || '—'}
+                      </td>
+                    </tr>
+                    {expandedId === log.id && log.details && (
+                      <tr key={`${log.id}-details`}>
+                        <td colSpan={6} className="px-8 py-4 bg-slate-50 dark:bg-slate-900/50">
+                          <div className="text-xs font-medium text-slate-500 dark:text-slate-400 mb-2">Details</div>
+                          <pre className="text-xs text-slate-700 dark:text-slate-300 bg-white dark:bg-slate-800 p-3 rounded-lg border border-slate-200 dark:border-slate-700 overflow-auto max-h-48">
+                            {JSON.stringify(log.details, null, 2)}
+                          </pre>
+                          {log.userAgent && (
+                            <div className="mt-2 text-xs text-slate-400 truncate">
+                              UA: {log.userAgent}
+                            </div>
+                          )}
+                        </td>
+                      </tr>
+                    )}
+                  </>
+                ))}
+              </tbody>
+            </table>
+          </div>
+        )}
+
+        {/* Pagination */}
+        {totalPages > 1 && (
+          <div className="flex items-center justify-between px-4 py-3 border-t border-slate-200 dark:border-slate-700">
+            <span className="text-sm text-slate-500 dark:text-slate-400">
+              Page {page} of {totalPages} ({total} entries)
+            </span>
+            <div className="flex gap-2">
+              <button
+                disabled={page <= 1}
+                onClick={() => setPage(p => p - 1)}
+                className="flex items-center gap-1 px-3 py-1.5 text-sm border border-slate-300 dark:border-slate-600 rounded-lg disabled:opacity-50 hover:bg-slate-50 dark:hover:bg-slate-700 transition-colors text-slate-700 dark:text-slate-300"
+              >
+                <ChevronLeft className="w-4 h-4" /> Previous
+              </button>
+              <button
+                disabled={page >= totalPages}
+                onClick={() => setPage(p => p + 1)}
+                className="flex items-center gap-1 px-3 py-1.5 text-sm border border-slate-300 dark:border-slate-600 rounded-lg disabled:opacity-50 hover:bg-slate-50 dark:hover:bg-slate-700 transition-colors text-slate-700 dark:text-slate-300"
+              >
+                Next <ChevronRight className="w-4 h-4" />
+              </button>
+            </div>
+          </div>
+        )}
+      </div>
+    </div>
+  );
+}

src/pages/ClientDetailPage.tsx

@@ -2,19 +2,29 @@ import { useEffect, useState } from 'react';
 import { useParams, useNavigate, Link } from 'react-router-dom';
 import { useClientsStore } from '@/stores/clients';
 import { api } from '@/lib/api';
-import type { Event, Email, ActivityItem } from '@/types';
+import type { Event, Email, ActivityItem, ClientCreate } from '@/types';
 import {
   ArrowLeft, Edit3, Trash2, Phone, Mail, MapPin, Building2,
   Briefcase, Gift, Heart, Star, Users, Calendar, Send,
-  CheckCircle2, Sparkles, Clock, Activity, FileText, UserPlus, RefreshCw, Pin,
+  CheckCircle2, Sparkles, Clock, Activity, FileText, UserPlus, RefreshCw,
+  Paperclip, Target,
 } from 'lucide-react';
 import { usePinnedClients } from '@/hooks/usePinnedClients';
 import { cn, formatDate, getRelativeTime, getInitials } from '@/lib/utils';
-import Badge, { EventTypeBadge, EmailStatusBadge } from '@/components/Badge';
+import Badge, { EventTypeBadge, EmailStatusBadge, StageBadge } from '@/components/Badge';
 import { PageLoader } from '@/components/LoadingSpinner';
 import Modal from '@/components/Modal';
 import ClientForm from '@/components/ClientForm';
 import EmailComposeModal from '@/components/EmailComposeModal';
+import ClientNotes from '@/components/ClientNotes';
+import LogInteractionModal from '@/components/LogInteractionModal';
+import MeetingPrepModal from '@/components/MeetingPrepModal';
+import EngagementBadge from '@/components/EngagementBadge';
+import DuplicatesModal from '@/components/DuplicatesModal';
+import ClientDocuments from '@/components/ClientDocuments';
+import ClientGoals from '@/components/ClientGoals';
+import ClientReferrals from '@/components/ClientReferrals';
+import type { Interaction } from '@/types';
 
 export default function ClientDetailPage() {
   const { id } = useParams<{ id: string }>();
@@ -23,9 +33,13 @@ export default function ClientDetailPage() {
   const [events, setEvents] = useState<Event[]>([]);
   const [emails, setEmails] = useState<Email[]>([]);
   const [activities, setActivities] = useState<ActivityItem[]>([]);
-  const [activeTab, setActiveTab] = useState<'info' | 'activity' | 'events' | 'emails'>('info');
+  const [activeTab, setActiveTab] = useState<'info' | 'notes' | 'activity' | 'events' | 'emails' | 'documents' | 'goals' | 'referrals'>('info');
+  const [, setInteractions] = useState<Interaction[]>([]);
   const [showEdit, setShowEdit] = useState(false);
   const [showCompose, setShowCompose] = useState(false);
+  const [showLogInteraction, setShowLogInteraction] = useState(false);
+  const [showMeetingPrep, setShowMeetingPrep] = useState(false);
+  const [showDuplicates, setShowDuplicates] = useState(false);
   const [deleting, setDeleting] = useState(false);
   const { togglePin, isPinned } = usePinnedClients();
 
@@ -35,6 +49,7 @@ export default function ClientDetailPage() {
       api.getEvents({ clientId: id }).then(setEvents).catch(() => {});
       api.getEmails({ clientId: id }).then(setEmails).catch(() => {});
       api.getClientActivity(id).then(setActivities).catch(() => {});
+      api.getClientInteractions(id).then(setInteractions).catch(() => {});
     }
   }, [id, fetchClient]);
 
@@ -57,13 +72,17 @@ export default function ClientDetailPage() {
     await markContacted(client.id);
   };
 
-  const handleUpdate = async (data: any) => {
+  const handleUpdate = async (data: ClientCreate) => {
     await updateClient(client.id, data);
     setShowEdit(false);
   };
 
-  const tabs: { key: 'info' | 'activity' | 'events' | 'emails'; label: string; count?: number; icon: typeof Users }[] = [
+  const tabs: { key: typeof activeTab; label: string; count?: number; icon: typeof Users }[] = [
     { key: 'info', label: 'Info', icon: Users },
+    { key: 'notes', label: 'Notes', icon: FileText },
+    { key: 'documents', label: 'Documents', icon: Paperclip },
+    { key: 'goals', label: 'Goals', icon: Target },
+    { key: 'referrals', label: 'Referrals', icon: UserPlus },
     { key: 'activity', label: 'Timeline', count: activities.length, icon: Activity },
     { key: 'events', label: 'Events', count: events.length, icon: Calendar },
     { key: 'emails', label: 'Emails', count: emails.length, icon: Mail },
@@ -82,31 +101,52 @@ export default function ClientDetailPage() {
               {getInitials(client.firstName, client.lastName)}
             </div>
             <div className="flex-1 min-w-0">
+              <div className="flex items-center gap-3">
                 <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">
                   {client.firstName} {client.lastName}
                 </h1>
+                <EngagementBadge clientId={client.id} />
+              </div>
               {client.company && (
                 <p className="text-slate-500 dark:text-slate-400">
                   {client.role ? `${client.role} at ` : ''}{client.company}
                 </p>
               )}
-              {client.tags && client.tags.length > 0 && (
               <div className="flex flex-wrap gap-1.5 mt-2">
-                  {client.tags.map((tag) => <Badge key={tag} color="blue">{tag}</Badge>)}
+                <StageBadge stage={client.stage} onClick={async () => {
-                </div>
+                  const stages = ['lead', 'prospect', 'onboarding', 'active', 'inactive'];
+                  const currentIdx = stages.indexOf(client.stage || 'lead');
+                  const nextStage = stages[(currentIdx + 1) % stages.length];
+                  await updateClient(client.id, { stage: nextStage as ClientCreate['stage'] });
+                }} />
+                {client.tags && client.tags.length > 0 && (
+                  client.tags.map((tag) => <Badge key={tag} color="blue">{tag}</Badge>)
                 )}
               </div>
             </div>
           </div>
+        </div>
         <div className="flex flex-wrap gap-2">
           <button onClick={handleMarkContacted} className="flex items-center gap-2 px-3 py-2 bg-emerald-50 text-emerald-700 rounded-lg text-sm font-medium hover:bg-emerald-100 transition-colors">
             <CheckCircle2 className="w-4 h-4" />
             <span className="hidden sm:inline">Contacted</span>
           </button>
-          <button onClick={() => setShowCompose(true)} className="flex items-center gap-2 px-3 py-2 bg-blue-50 text-blue-700 rounded-lg text-sm font-medium hover:bg-blue-100 transition-colors">
+          <button onClick={() => setShowLogInteraction(true)} className="flex items-center gap-2 px-3 py-2 bg-indigo-50 text-indigo-700 dark:bg-indigo-900/30 dark:text-indigo-300 rounded-lg text-sm font-medium hover:bg-indigo-100 dark:hover:bg-indigo-900/50 transition-colors">
+            <Phone className="w-4 h-4" />
+            <span className="hidden sm:inline">Log Interaction</span>
+          </button>
+          <button onClick={() => setShowMeetingPrep(true)} className="flex items-center gap-2 px-3 py-2 bg-purple-50 text-purple-700 dark:bg-purple-900/30 dark:text-purple-300 rounded-lg text-sm font-medium hover:bg-purple-100 dark:hover:bg-purple-900/50 transition-colors">
+            <Briefcase className="w-4 h-4" />
+            <span className="hidden sm:inline">Meeting Prep</span>
+          </button>
+          <button onClick={() => setShowCompose(true)} className="flex items-center gap-2 px-3 py-2 bg-blue-50 text-blue-700 dark:bg-blue-900/30 dark:text-blue-300 rounded-lg text-sm font-medium hover:bg-blue-100 dark:hover:bg-blue-900/50 transition-colors">
             <Sparkles className="w-4 h-4" />
             <span className="hidden sm:inline">Generate Email</span>
           </button>
+          <button onClick={() => setShowDuplicates(true)} className="flex items-center gap-2 px-3 py-2 bg-amber-50 text-amber-700 dark:bg-amber-900/30 dark:text-amber-300 rounded-lg text-sm font-medium hover:bg-amber-100 dark:hover:bg-amber-900/50 transition-colors">
+            <Users className="w-4 h-4" />
+            <span className="hidden sm:inline">Duplicates</span>
+          </button>
           <button
             onClick={() => togglePin(client.id)}
             className={`p-2 rounded-lg transition-colors ${isPinned(client.id) ? 'text-amber-500 bg-amber-50 dark:bg-amber-900/30' : 'text-slate-400 hover:bg-slate-100 dark:hover:bg-slate-700 hover:text-amber-500'}`}
@@ -240,6 +280,22 @@ export default function ClientDetailPage() {
         </div>
       )}
 
+      {activeTab === 'notes' && (
+        <ClientNotes clientId={client.id} />
+      )}
+
+      {activeTab === 'documents' && (
+        <ClientDocuments clientId={client.id} />
+      )}
+
+      {activeTab === 'goals' && (
+        <ClientGoals clientId={client.id} />
+      )}
+
+      {activeTab === 'referrals' && (
+        <ClientReferrals clientId={client.id} clientName={`${client.firstName} ${client.lastName}`} />
+      )}
+
       {activeTab === 'activity' && (
         <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl">
           {activities.length === 0 ? (
@@ -248,12 +304,13 @@ export default function ClientDetailPage() {
             <div className="relative">
               {activities.map((item, index) => {
                 const iconMap: Record<string, { icon: typeof Mail; color: string; bg: string }> = {
-                  email_sent: { icon: Send, color: 'text-emerald-600', bg: 'bg-emerald-100' },
+                  email_sent: { icon: Send, color: 'text-emerald-600', bg: 'bg-emerald-100 dark:bg-emerald-900/30' },
-                  email_drafted: { icon: FileText, color: 'text-amber-600', bg: 'bg-amber-100' },
+                  email_drafted: { icon: FileText, color: 'text-amber-600', bg: 'bg-amber-100 dark:bg-amber-900/30' },
-                  event_created: { icon: Calendar, color: 'text-blue-600', bg: 'bg-blue-100' },
+                  event_created: { icon: Calendar, color: 'text-blue-600', bg: 'bg-blue-100 dark:bg-blue-900/30' },
-                  client_contacted: { icon: CheckCircle2, color: 'text-emerald-600', bg: 'bg-emerald-100' },
+                  client_contacted: { icon: CheckCircle2, color: 'text-emerald-600', bg: 'bg-emerald-100 dark:bg-emerald-900/30' },
-                  client_created: { icon: UserPlus, color: 'text-purple-600', bg: 'bg-purple-100' },
+                  client_created: { icon: UserPlus, color: 'text-purple-600', bg: 'bg-purple-100 dark:bg-purple-900/30' },
-                  client_updated: { icon: RefreshCw, color: 'text-slate-600', bg: 'bg-slate-100' },
+                  client_updated: { icon: RefreshCw, color: 'text-slate-600', bg: 'bg-slate-100 dark:bg-slate-700' },
+                  interaction: { icon: Phone, color: 'text-indigo-600 dark:text-indigo-400', bg: 'bg-indigo-100 dark:bg-indigo-900/30' },
                 };
                 const { icon: Icon, color, bg } = iconMap[item.type] || iconMap.client_updated;
                 
@@ -332,6 +389,41 @@ export default function ClientDetailPage() {
         clientName={`${client.firstName} ${client.lastName}`}
         onGenerated={(email) => setEmails((prev) => [email, ...prev])}
       />
+
+      {/* Meeting Prep Modal */}
+      <MeetingPrepModal
+        isOpen={showMeetingPrep}
+        onClose={() => setShowMeetingPrep(false)}
+        clientId={client.id}
+        clientName={`${client.firstName} ${client.lastName}`}
+      />
+
+      {/* Log Interaction Modal */}
+      <LogInteractionModal
+        isOpen={showLogInteraction}
+        onClose={() => setShowLogInteraction(false)}
+        clientId={client.id}
+        clientName={`${client.firstName} ${client.lastName}`}
+        onCreated={() => {
+          // Refresh interactions and activity
+          if (id) {
+            api.getClientInteractions(id).then(setInteractions).catch(() => {});
+            api.getClientActivity(id).then(setActivities).catch(() => {});
+            fetchClient(id); // refresh lastContactedAt
+          }
+        }}
+      />
+
+      {/* Duplicates Modal */}
+      <DuplicatesModal
+        isOpen={showDuplicates}
+        onClose={() => setShowDuplicates(false)}
+        clientId={client.id}
+        clientName={`${client.firstName} ${client.lastName}`}
+        onMerged={() => {
+          if (id) fetchClient(id);
+        }}
+      />
     </div>
   );
 }

src/pages/ClientsPage.tsx

@@ -1,21 +1,53 @@
-import { useEffect, useState, useMemo } from 'react';
+import { useEffect, useState, useMemo, useCallback } from 'react';
-import { Link, useLocation } from 'react-router-dom';
+import { Link, useLocation, useSearchParams } from 'react-router-dom';
 import { useClientsStore } from '@/stores/clients';
-import { Search, Plus, Users, X, Upload } from 'lucide-react';
+import type { ClientCreate } from '@/types';
+import { Search, Plus, Users, X, Upload, LayoutGrid, Kanban, ChevronLeft, ChevronRight } from 'lucide-react';
 import { cn, getRelativeTime, getInitials } from '@/lib/utils';
-import Badge from '@/components/Badge';
+import Badge, { StageBadge } from '@/components/Badge';
 import EmptyState from '@/components/EmptyState';
 import { PageLoader } from '@/components/LoadingSpinner';
 import Modal from '@/components/Modal';
 import ClientForm from '@/components/ClientForm';
 import CSVImportModal from '@/components/CSVImportModal';
 
+const PAGE_SIZES = [25, 50, 100];
+
 export default function ClientsPage() {
   const location = useLocation();
+  const [searchParams, setSearchParams] = useSearchParams();
   const { clients, isLoading, searchQuery, selectedTag, setSearchQuery, setSelectedTag, fetchClients, createClient } = useClientsStore();
   const [showCreate, setShowCreate] = useState(false);
   const [showImport, setShowImport] = useState(false);
   const [creating, setCreating] = useState(false);
+  const [viewMode, setViewMode] = useState<'grid' | 'pipeline'>(() => 
+    (localStorage.getItem('clients-view') as 'grid' | 'pipeline') || 'grid'
+  );
+
+  // Pagination state from URL
+  const currentPage = parseInt(searchParams.get('page') || '1', 10) || 1;
+  const pageSize = parseInt(searchParams.get('pageSize') || '50', 10) || 50;
+
+  const setPage = useCallback((page: number) => {
+    const params = new URLSearchParams(searchParams);
+    params.set('page', String(page));
+    setSearchParams(params, { replace: true });
+  }, [searchParams, setSearchParams]);
+
+  const setPageSize = useCallback((size: number) => {
+    const params = new URLSearchParams(searchParams);
+    params.set('pageSize', String(size));
+    params.set('page', '1'); // reset to first page
+    setSearchParams(params, { replace: true });
+  }, [searchParams, setSearchParams]);
+
+  // Initialize selected tag from URL
+  useEffect(() => {
+    const urlTag = searchParams.get('tag');
+    if (urlTag && urlTag !== selectedTag) {
+      setSelectedTag(urlTag);
+    }
+  }, []);
 
   useEffect(() => {
     fetchClients();
@@ -46,6 +78,43 @@ export default function ClientsPage() {
     return result;
   }, [clients, searchQuery, selectedTag]);
 
+  // Pagination for grid view
+  const totalClients = filteredClients.length;
+  const totalPages = Math.ceil(totalClients / pageSize);
+  const paginatedClients = useMemo(() => {
+    if (viewMode === 'pipeline') return filteredClients; // pipeline shows all
+    const start = (currentPage - 1) * pageSize;
+    return filteredClients.slice(start, start + pageSize);
+  }, [filteredClients, currentPage, pageSize, viewMode]);
+
+  // Reset page when filters change
+  useEffect(() => {
+    if (currentPage > 1) {
+      setPage(1);
+    }
+  }, [searchQuery, selectedTag]);
+
+  // Pipeline columns
+  const pipelineStages = ['lead', 'prospect', 'onboarding', 'active', 'inactive'] as const;
+  const pipelineColumns = useMemo(() => {
+    const cols: Record<string, typeof filteredClients> = {};
+    pipelineStages.forEach(s => { cols[s] = []; });
+    filteredClients.forEach(c => {
+      const stage = c.stage || 'lead';
+      if (cols[stage]) cols[stage].push(c);
+    });
+    return cols;
+  }, [filteredClients]);
+
+  const stageCounts = useMemo(() => {
+    const counts: Record<string, number> = {};
+    clients.forEach(c => {
+      const s = c.stage || 'lead';
+      counts[s] = (counts[s] || 0) + 1;
+    });
+    return counts;
+  }, [clients]);
+
   // All unique tags
   const allTags = useMemo(() => {
     const tags = new Set<string>();
@@ -53,7 +122,7 @@ export default function ClientsPage() {
     return Array.from(tags).sort();
   }, [clients]);
 
-  const handleCreate = async (data: any) => {
+  const handleCreate = async (data: ClientCreate) => {
     setCreating(true);
     try {
       await createClient(data);
@@ -71,10 +140,34 @@ export default function ClientsPage() {
     <div className="max-w-6xl mx-auto space-y-5 animate-fade-in">
       <div className="flex items-center justify-between">
         <div>
-          <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">Clients</h1>
+          <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">
+            Clients{clients.length > 0 && <span className="text-slate-400 dark:text-slate-500 ml-2 text-lg font-normal">({clients.length})</span>}
+          </h1>
           <p className="text-slate-500 dark:text-slate-400 text-sm mt-1">{clients.length} contacts in your network</p>
         </div>
         <div className="flex items-center gap-2">
+          <div className="flex items-center bg-slate-100 dark:bg-slate-800 rounded-lg p-0.5">
+            <button
+              onClick={() => { setViewMode('grid'); localStorage.setItem('clients-view', 'grid'); }}
+              className={cn(
+                'p-1.5 rounded-md transition-colors',
+                viewMode === 'grid' ? 'bg-white dark:bg-slate-700 shadow-sm text-slate-900 dark:text-slate-100' : 'text-slate-400 hover:text-slate-600 dark:hover:text-slate-300'
+              )}
+              title="Grid view"
+            >
+              <LayoutGrid className="w-4 h-4" />
+            </button>
+            <button
+              onClick={() => { setViewMode('pipeline'); localStorage.setItem('clients-view', 'pipeline'); }}
+              className={cn(
+                'p-1.5 rounded-md transition-colors',
+                viewMode === 'pipeline' ? 'bg-white dark:bg-slate-700 shadow-sm text-slate-900 dark:text-slate-100' : 'text-slate-400 hover:text-slate-600 dark:hover:text-slate-300'
+              )}
+              title="Pipeline view"
+            >
+              <Kanban className="w-4 h-4" />
+            </button>
+          </div>
           <button
             onClick={() => setShowImport(true)}
             className="flex items-center gap-2 px-4 py-2 bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 text-slate-700 dark:text-slate-300 rounded-lg text-sm font-medium hover:bg-slate-50 dark:hover:bg-slate-700 transition-colors"
@@ -131,7 +224,36 @@ export default function ClientsPage() {
         )}
       </div>
 
-      {/* Client Grid */}
+      {/* Pipeline Summary Bar */}
+      {viewMode === 'grid' && clients.length > 0 && (
+        <div className="flex items-center gap-1 bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-3 overflow-x-auto">
+          {pipelineStages.map((stage) => {
+            const count = stageCounts[stage] || 0;
+            const total = clients.length;
+            const pct = total > 0 ? Math.max((count / total) * 100, count > 0 ? 4 : 0) : 0;
+            const colors: Record<string, string> = {
+              lead: 'bg-slate-300 dark:bg-slate-600',
+              prospect: 'bg-blue-400 dark:bg-blue-500',
+              onboarding: 'bg-amber-400 dark:bg-amber-500',
+              active: 'bg-emerald-400 dark:bg-emerald-500',
+              inactive: 'bg-red-400 dark:bg-red-500',
+            };
+            return (
+              <div key={stage} className="flex-1 min-w-[60px]" title={`${stage}: ${count}`}>
+                <div className="text-center mb-1">
+                  <span className="text-xs font-medium text-slate-600 dark:text-slate-300 capitalize">{stage}</span>
+                  <span className="text-xs text-slate-400 ml-1">({count})</span>
+                </div>
+                <div className="h-2 bg-slate-100 dark:bg-slate-700 rounded-full overflow-hidden">
+                  <div className={cn('h-full rounded-full transition-all', colors[stage])} style={{ width: `${pct}%` }} />
+                </div>
+              </div>
+            );
+          })}
+        </div>
+      )}
+
+      {/* Client Grid / Pipeline View */}
       {filteredClients.length === 0 ? (
         <EmptyState
           icon={Users}
@@ -139,9 +261,71 @@ export default function ClientsPage() {
           description={searchQuery || selectedTag ? 'Try adjusting your search or filters' : 'Add your first client to get started'}
           action={!searchQuery && !selectedTag ? { label: 'Add Client', onClick: () => setShowCreate(true) } : undefined}
         />
+      ) : viewMode === 'pipeline' ? (
+        /* Pipeline / Kanban View */
+        <div className="flex gap-4 overflow-x-auto pb-4">
+          {pipelineStages.map((stage) => {
+            const stageClients = pipelineColumns[stage] || [];
+            const headerColors: Record<string, string> = {
+              lead: 'border-t-slate-400',
+              prospect: 'border-t-blue-500',
+              onboarding: 'border-t-amber-500',
+              active: 'border-t-emerald-500',
+              inactive: 'border-t-red-500',
+            };
+            return (
+              <div key={stage} className={cn(
+                'flex-1 min-w-[220px] max-w-[300px] bg-slate-50 dark:bg-slate-800/50 rounded-xl border-t-4',
+                headerColors[stage]
+              )}>
+                <div className="px-3 py-3 flex items-center justify-between">
+                  <h3 className="text-sm font-semibold text-slate-700 dark:text-slate-200 capitalize">{stage}</h3>
+                  <span className="text-xs bg-white dark:bg-slate-700 text-slate-500 dark:text-slate-400 px-2 py-0.5 rounded-full font-medium">{stageClients.length}</span>
+                </div>
+                <div className="px-2 pb-2 space-y-2 max-h-[600px] overflow-y-auto">
+                  {stageClients.map((client) => (
+                    <Link
+                      key={client.id}
+                      to={`/clients/${client.id}`}
+                      className="block bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-lg p-3 hover:shadow-md dark:hover:shadow-slate-900/50 transition-all"
+                    >
+                      <div className="flex items-center gap-2">
+                        <div className="w-8 h-8 bg-blue-100 dark:bg-blue-900/50 text-blue-700 dark:text-blue-300 rounded-full flex items-center justify-center text-xs font-bold flex-shrink-0">
+                          {getInitials(client.firstName, client.lastName)}
+                        </div>
+                        <div className="flex-1 min-w-0">
+                          <p className="text-sm font-medium text-slate-900 dark:text-slate-100 truncate">
+                            {client.firstName} {client.lastName}
+                          </p>
+                          {client.company && (
+                            <p className="text-xs text-slate-500 dark:text-slate-400 truncate">{client.company}</p>
+                          )}
+                        </div>
+                      </div>
+                      {client.tags && client.tags.length > 0 && (
+                        <div className="flex flex-wrap gap-1 mt-2">
+                          {client.tags.slice(0, 2).map(tag => (
+                            <span key={tag} className="px-1.5 py-0.5 bg-slate-100 dark:bg-slate-700 text-slate-500 dark:text-slate-400 rounded text-[10px]">{tag}</span>
+                          ))}
+                        </div>
+                      )}
+                      <p className="text-[10px] text-slate-400 mt-2">
+                        {getRelativeTime(client.lastContacted)}
+                      </p>
+                    </Link>
+                  ))}
+                  {stageClients.length === 0 && (
+                    <p className="text-xs text-slate-400 text-center py-4">No clients</p>
+                  )}
+                </div>
+              </div>
+            );
+          })}
+        </div>
       ) : (
+        /* Grid View */
         <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-4">
-          {filteredClients.map((client) => (
+          {paginatedClients.map((client) => (
             <Link
               key={client.id}
               to={`/clients/${client.id}`}
@@ -161,18 +345,17 @@ export default function ClientsPage() {
                 </div>
               </div>
 
-              {client.tags && client.tags.length > 0 && (
               <div className="flex flex-wrap gap-1.5 mt-3">
-                  {client.tags.slice(0, 3).map((tag) => (
+                <StageBadge stage={client.stage} />
+                {client.tags && client.tags.slice(0, 2).map((tag) => (
                   <span key={tag} className="px-2 py-0.5 bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 rounded-full text-xs">
                     {tag}
                   </span>
                 ))}
-                  {client.tags.length > 3 && (
+                {client.tags && client.tags.length > 2 && (
-                    <span className="text-xs text-slate-400">+{client.tags.length - 3}</span>
+                  <span className="text-xs text-slate-400">+{client.tags.length - 2}</span>
                 )}
               </div>
-              )}
 
               <div className="mt-3 pt-3 border-t border-slate-100 dark:border-slate-700 text-xs text-slate-400">
                 Last contacted: {getRelativeTime(client.lastContacted)}
@@ -182,6 +365,46 @@ export default function ClientsPage() {
         </div>
       )}
 
+      {/* Pagination Controls (grid view only) */}
+      {viewMode === 'grid' && totalPages > 1 && (
+        <div className="flex items-center justify-between bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl px-4 py-3">
+          <div className="flex items-center gap-2 text-sm text-slate-500 dark:text-slate-400">
+            <span>Show</span>
+            <select
+              value={pageSize}
+              onChange={(e) => setPageSize(Number(e.target.value))}
+              className="px-2 py-1 bg-white dark:bg-slate-700 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+            >
+              {PAGE_SIZES.map((size) => (
+                <option key={size} value={size}>{size}</option>
+              ))}
+            </select>
+            <span>per page</span>
+          </div>
+          <div className="flex items-center gap-2">
+            <span className="text-sm text-slate-500 dark:text-slate-400">
+              Page {currentPage} of {totalPages}
+            </span>
+            <div className="flex items-center gap-1">
+              <button
+                onClick={() => setPage(currentPage - 1)}
+                disabled={currentPage <= 1}
+                className="p-1.5 rounded-lg border border-slate-200 dark:border-slate-600 text-slate-600 dark:text-slate-300 hover:bg-slate-50 dark:hover:bg-slate-700 disabled:opacity-40 disabled:cursor-not-allowed transition-colors"
+              >
+                <ChevronLeft className="w-4 h-4" />
+              </button>
+              <button
+                onClick={() => setPage(currentPage + 1)}
+                disabled={currentPage >= totalPages}
+                className="p-1.5 rounded-lg border border-slate-200 dark:border-slate-600 text-slate-600 dark:text-slate-300 hover:bg-slate-50 dark:hover:bg-slate-700 disabled:opacity-40 disabled:cursor-not-allowed transition-colors"
+              >
+                <ChevronRight className="w-4 h-4" />
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+
       {/* Create Modal */}
       <Modal isOpen={showCreate} onClose={() => setShowCreate(false)} title="Add Client" size="lg">
         <ClientForm onSubmit={handleCreate} loading={creating} />

src/pages/DashboardPage.tsx

@@ -2,7 +2,9 @@ import { useEffect, useState } from 'react';
 import { Link } from 'react-router-dom';
 import { api } from '@/lib/api';
 import type { Client, Event, Email, InsightsData } from '@/types';
-import { Users, Calendar, Mail, Plus, ArrowRight, Gift, Heart, Clock, AlertTriangle, Sparkles, UserCheck, PhoneForwarded, Star } from 'lucide-react';
+import type { Interaction } from '@/types';
+import type { GoalsOverview, ReferralStats } from '@/lib/api';
+import { Users, Calendar, Mail, Plus, ArrowRight, Gift, Heart, Clock, AlertTriangle, Sparkles, PhoneForwarded, Star, Phone, FileText, MoreHorizontal, Target, UserPlus, TrendingUp } from 'lucide-react';
 import { formatDate, getDaysUntil, getInitials } from '@/lib/utils';
 import { EventTypeBadge } from '@/components/Badge';
 import { PageLoader } from '@/components/LoadingSpinner';
@@ -13,6 +15,9 @@ export default function DashboardPage() {
   const [events, setEvents] = useState<Event[]>([]);
   const [emails, setEmails] = useState<Email[]>([]);
   const [insights, setInsights] = useState<InsightsData | null>(null);
+  const [recentInteractions, setRecentInteractions] = useState<Interaction[]>([]);
+  const [goalsOverview, setGoalsOverview] = useState<GoalsOverview | null>(null);
+  const [referralStats, setReferralStats] = useState<ReferralStats | null>(null);
   const [loading, setLoading] = useState(true);
   const { pinnedIds, togglePin, isPinned } = usePinnedClients();
 
@@ -22,11 +27,17 @@ export default function DashboardPage() {
       api.getEvents({ upcoming: 7 }).catch(() => []),
       api.getEmails({ status: 'draft' }).catch(() => []),
       api.getInsights().catch(() => null),
-    ]).then(([c, e, em, ins]) => {
+      api.getRecentInteractions(5).catch(() => []),
+      api.getGoalsOverview().catch(() => null),
+      api.getReferralStats().catch(() => null),
+    ]).then(([c, e, em, ins, ri, go, rs]) => {
       setClients(c);
       setEvents(e);
       setEmails(em);
       setInsights(ins as InsightsData | null);
+      setRecentInteractions(ri as Interaction[]);
+      setGoalsOverview(go as GoalsOverview | null);
+      setReferralStats(rs as ReferralStats | null);
       setLoading(false);
     });
   }, []);
@@ -248,6 +259,153 @@ export default function DashboardPage() {
           </div>
         </div>
 
+        {/* Recent Interactions */}
+        <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl">
+          <div className="flex items-center gap-2 px-5 py-4 border-b border-slate-100 dark:border-slate-700">
+            <Phone className="w-4 h-4 text-indigo-500" />
+            <h2 className="font-semibold text-slate-900 dark:text-slate-100">Recent Interactions</h2>
+          </div>
+          <div className="divide-y divide-slate-100 dark:divide-slate-700">
+            {recentInteractions.length === 0 ? (
+              <p className="px-5 py-8 text-center text-sm text-slate-400 dark:text-slate-500">No interactions logged yet</p>
+            ) : (
+              recentInteractions.map((interaction) => {
+                const typeIcons: Record<string, typeof Phone> = {
+                  call: Phone, meeting: Users, email: Mail, note: FileText, other: MoreHorizontal,
+                };
+                const typeColors: Record<string, string> = {
+                  call: 'text-green-600 dark:text-green-400', meeting: 'text-blue-600 dark:text-blue-400',
+                  email: 'text-purple-600 dark:text-purple-400', note: 'text-amber-600 dark:text-amber-400', other: 'text-slate-500',
+                };
+                const Icon = typeIcons[interaction.type] || MoreHorizontal;
+                return (
+                  <Link
+                    key={interaction.id}
+                    to={`/clients/${interaction.clientId}`}
+                    className="flex items-center gap-3 px-5 py-3 hover:bg-slate-50 dark:hover:bg-slate-700/50 transition-colors"
+                  >
+                    <Icon className={`w-4 h-4 ${typeColors[interaction.type] || 'text-slate-400'}`} />
+                    <div className="flex-1 min-w-0">
+                      <p className="text-sm font-medium text-slate-900 dark:text-slate-100 truncate">{interaction.title}</p>
+                      <p className="text-xs text-slate-500 dark:text-slate-400 truncate">
+                        {interaction.client ? `${interaction.client.firstName} ${interaction.client.lastName}` : ''}
+                        {interaction.duration ? ` · ${interaction.duration}min` : ''}
+                      </p>
+                    </div>
+                    <span className="text-xs text-slate-400 dark:text-slate-500 whitespace-nowrap">
+                      {formatDate(interaction.contactedAt)}
+                    </span>
+                  </Link>
+                );
+              })
+            )}
+          </div>
+        </div>
+      </div>
+
+      {/* Goals & Referrals Widgets */}
+      <div className="grid grid-cols-1 lg:grid-cols-2 gap-6">
+        {/* Goals Summary */}
+        {goalsOverview && goalsOverview.total > 0 && (
+          <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl">
+            <div className="flex items-center gap-2 px-5 py-4 border-b border-slate-100 dark:border-slate-700">
+              <Target className="w-4 h-4 text-blue-500" />
+              <h2 className="font-semibold text-slate-900 dark:text-slate-100">Goals Overview</h2>
+            </div>
+            <div className="p-5 space-y-4">
+              <div className="grid grid-cols-4 gap-3 text-center">
+                <div>
+                  <p className="text-lg font-bold text-emerald-600 dark:text-emerald-400">{goalsOverview.byStatus['on-track'] || 0}</p>
+                  <p className="text-xs text-slate-500 dark:text-slate-400">On Track</p>
+                </div>
+                <div>
+                  <p className="text-lg font-bold text-amber-600 dark:text-amber-400">{goalsOverview.byStatus['at-risk'] || 0}</p>
+                  <p className="text-xs text-slate-500 dark:text-slate-400">At Risk</p>
+                </div>
+                <div>
+                  <p className="text-lg font-bold text-red-600 dark:text-red-400">{goalsOverview.byStatus['behind'] || 0}</p>
+                  <p className="text-xs text-slate-500 dark:text-slate-400">Behind</p>
+                </div>
+                <div>
+                  <p className="text-lg font-bold text-blue-600 dark:text-blue-400">{goalsOverview.byStatus['completed'] || 0}</p>
+                  <p className="text-xs text-slate-500 dark:text-slate-400">Completed</p>
+                </div>
+              </div>
+              {goalsOverview.atRiskGoals.length > 0 && (
+                <div>
+                  <p className="text-xs font-semibold uppercase text-amber-600 dark:text-amber-400 mb-2 flex items-center gap-1">
+                    <AlertTriangle className="w-3 h-3" /> Needs Attention
+                  </p>
+                  <div className="space-y-2">
+                    {goalsOverview.atRiskGoals.slice(0, 3).map(g => (
+                      <Link key={g.id} to={`/clients/${g.clientId}`} className="flex items-center gap-2 group">
+                        <div className="w-6 h-6 bg-amber-100 dark:bg-amber-900/50 text-amber-700 dark:text-amber-300 rounded-full flex items-center justify-center text-xs font-bold flex-shrink-0">!</div>
+                        <div className="min-w-0">
+                          <p className="text-xs font-medium text-slate-700 dark:text-slate-300 truncate group-hover:text-blue-600 dark:group-hover:text-blue-400">
+                            {g.title}
+                          </p>
+                          <p className="text-xs text-slate-400">{g.clientFirstName} {g.clientLastName} · {g.status}</p>
+                        </div>
+                      </Link>
+                    ))}
+                  </div>
+                </div>
+              )}
+            </div>
+          </div>
+        )}
+
+        {/* Referral Leaderboard */}
+        {referralStats && referralStats.total > 0 && (
+          <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl">
+            <div className="flex items-center gap-2 px-5 py-4 border-b border-slate-100 dark:border-slate-700">
+              <UserPlus className="w-4 h-4 text-indigo-500" />
+              <h2 className="font-semibold text-slate-900 dark:text-slate-100">Referral Stats</h2>
+            </div>
+            <div className="p-5 space-y-4">
+              <div className="grid grid-cols-3 gap-3 text-center">
+                <div>
+                  <p className="text-lg font-bold text-slate-900 dark:text-slate-100">{referralStats.total}</p>
+                  <p className="text-xs text-slate-500 dark:text-slate-400">Total</p>
+                </div>
+                <div>
+                  <p className="text-lg font-bold text-emerald-600 dark:text-emerald-400">{referralStats.conversionRate}%</p>
+                  <p className="text-xs text-slate-500 dark:text-slate-400">Conversion</p>
+                </div>
+                <div>
+                  <p className="text-lg font-bold text-indigo-600 dark:text-indigo-400">
+                    {referralStats.convertedValue > 0 ? `$${Math.round(referralStats.convertedValue / 1000)}k` : '$0'}
+                  </p>
+                  <p className="text-xs text-slate-500 dark:text-slate-400">Value</p>
+                </div>
+              </div>
+              {referralStats.topReferrers.length > 0 && (
+                <div>
+                  <p className="text-xs font-semibold uppercase text-indigo-600 dark:text-indigo-400 mb-2 flex items-center gap-1">
+                    <TrendingUp className="w-3 h-3" /> Top Referrers
+                  </p>
+                  <div className="space-y-2">
+                    {referralStats.topReferrers.slice(0, 5).map((r, i) => (
+                      <Link key={r.id} to={`/clients/${r.id}`} className="flex items-center gap-2 group">
+                        <span className="w-5 text-xs font-bold text-slate-400 text-right">#{i + 1}</span>
+                        <div className="flex-1 min-w-0">
+                          <p className="text-xs font-medium text-slate-700 dark:text-slate-300 truncate group-hover:text-blue-600 dark:group-hover:text-blue-400">{r.name}</p>
+                        </div>
+                        <span className="text-xs text-slate-500 dark:text-slate-400">{r.count} referral{r.count !== 1 ? 's' : ''}</span>
+                        {r.convertedCount > 0 && (
+                          <span className="text-xs text-emerald-600 dark:text-emerald-400">({r.convertedCount} converted)</span>
+                        )}
+                      </Link>
+                    ))}
+                  </div>
+                </div>
+              )}
+            </div>
+          </div>
+        )}
+      </div>
+
+      <div className="grid grid-cols-1 gap-6">
         {/* Recent Clients */}
         <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl">
           <div className="flex items-center justify-between px-5 py-4 border-b border-slate-100 dark:border-slate-700">

src/pages/EmailsPage.tsx

@@ -1,13 +1,14 @@
 import { useEffect, useState } from 'react';
 import { useEmailsStore } from '@/stores/emails';
 import { useClientsStore } from '@/stores/clients';
-import { Mail, Send, Trash2, Edit3, Sparkles, Gift } from 'lucide-react';
+import { Mail, Send, Trash2, Edit3, Sparkles, Gift, Users } from 'lucide-react';
 import { cn, formatDate } from '@/lib/utils';
 import { EmailStatusBadge } from '@/components/Badge';
 import EmptyState from '@/components/EmptyState';
 import { PageLoader } from '@/components/LoadingSpinner';
 import LoadingSpinner from '@/components/LoadingSpinner';
 import Modal from '@/components/Modal';
+import BulkEmailModal from '@/components/BulkEmailModal';
 
 export default function EmailsPage() {
   const { emails, isLoading, isGenerating, statusFilter, setStatusFilter, fetchEmails, generateEmail, generateBirthdayEmail, updateEmail, sendEmail, deleteEmail } = useEmailsStore();
@@ -17,6 +18,7 @@ export default function EmailsPage() {
   const [editSubject, setEditSubject] = useState('');
   const [editContent, setEditContent] = useState('');
   const [composeForm, setComposeForm] = useState({ clientId: '', purpose: '', provider: 'anthropic' as 'anthropic' | 'openai' });
+  const [showBulk, setShowBulk] = useState(false);
 
   useEffect(() => {
     fetchEmails();
@@ -30,7 +32,7 @@ export default function EmailsPage() {
       await generateEmail(composeForm.clientId, composeForm.purpose, composeForm.provider);
       setShowCompose(false);
       setComposeForm({ clientId: '', purpose: '', provider: 'anthropic' });
-    } catch {}
+    } catch { /* silently handled */ }
   };
 
   const handleGenerateBirthday = async () => {
@@ -38,7 +40,7 @@ export default function EmailsPage() {
       await generateBirthdayEmail(composeForm.clientId, composeForm.provider);
       setShowCompose(false);
       setComposeForm({ clientId: '', purpose: '', provider: 'anthropic' });
-    } catch {}
+    } catch { /* silently handled */ }
   };
 
   const startEdit = (email: typeof emails[0]) => {
@@ -69,6 +71,14 @@ export default function EmailsPage() {
           <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">Emails</h1>
           <p className="text-slate-500 dark:text-slate-400 text-sm mt-1">AI-generated emails for your network</p>
         </div>
+        <div className="flex gap-2">
+          <button
+            onClick={() => setShowBulk(true)}
+            className="flex items-center gap-2 px-4 py-2 bg-indigo-600 text-white rounded-lg text-sm font-medium hover:bg-indigo-700 transition-colors"
+          >
+            <Users className="w-4 h-4" />
+            Bulk Compose
+          </button>
           <button
             onClick={() => setShowCompose(true)}
             className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors"
@@ -77,6 +87,7 @@ export default function EmailsPage() {
             Compose
           </button>
         </div>
+      </div>
 
       {/* Filters */}
       <div className="flex gap-2">
@@ -174,6 +185,14 @@ export default function EmailsPage() {
         </div>
       )}
 
+      {/* Bulk Email Modal */}
+      <BulkEmailModal
+        isOpen={showBulk}
+        onClose={() => setShowBulk(false)}
+        clients={clients}
+        onComplete={() => fetchEmails()}
+      />
+
       {/* Compose Modal */}
       <Modal isOpen={showCompose} onClose={() => setShowCompose(false)} title="Generate Email" size="md">
         <div className="space-y-4">
@@ -204,7 +223,7 @@ export default function EmailsPage() {
             <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Provider</label>
             <select
               value={composeForm.provider}
-              onChange={(e) => setComposeForm({ ...composeForm, provider: e.target.value as any })}
+              onChange={(e) => setComposeForm({ ...composeForm, provider: e.target.value as 'anthropic' | 'openai' })}
               className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 bg-white dark:bg-slate-800 focus:outline-none focus:ring-2 focus:ring-blue-500"
             >
               <option value="anthropic">Anthropic (Claude)</option>

src/pages/EngagementPage.tsx

@@ -0,0 +1,197 @@
+import { useState, useEffect } from 'react';
+import { api, type EngagementResponse } from '@/lib/api';
+import { Link } from 'react-router-dom';
+
+const scoreColor = (score: number) => {
+  if (score >= 80) return 'text-emerald-400';
+  if (score >= 60) return 'text-blue-400';
+  if (score >= 40) return 'text-yellow-400';
+  if (score >= 20) return 'text-orange-400';
+  return 'text-red-400';
+};
+
+const scoreBg = (score: number) => {
+  if (score >= 80) return 'bg-emerald-500/20 border-emerald-500/40';
+  if (score >= 60) return 'bg-blue-500/20 border-blue-500/40';
+  if (score >= 40) return 'bg-yellow-500/20 border-yellow-500/40';
+  if (score >= 20) return 'bg-orange-500/20 border-orange-500/40';
+  return 'bg-red-500/20 border-red-500/40';
+};
+
+const trendIcon = (trend: string) => {
+  if (trend === 'rising') return '📈';
+  if (trend === 'declining') return '📉';
+  return '➡️';
+};
+
+const labelText = (score: number) => {
+  if (score >= 80) return 'Highly Engaged';
+  if (score >= 60) return 'Engaged';
+  if (score >= 40) return 'Warm';
+  if (score >= 20) return 'Cooling';
+  return 'Cold';
+};
+
+function ScoreBar({ label, value, max, color }: { label: string; value: number; max: number; color: string }) {
+  const pct = Math.round((value / max) * 100);
+  return (
+    <div className="flex items-center gap-2 text-xs">
+      <span className="w-20 text-gray-400 dark:text-gray-500">{label}</span>
+      <div className="flex-1 h-2 bg-gray-200 dark:bg-gray-700 rounded-full overflow-hidden">
+        <div className={`h-full rounded-full ${color}`} style={{ width: `${pct}%` }} />
+      </div>
+      <span className="w-8 text-right text-gray-500">{value}/{max}</span>
+    </div>
+  );
+}
+
+export default function EngagementPage() {
+  const [data, setData] = useState<EngagementResponse | null>(null);
+  const [loading, setLoading] = useState(true);
+  const [filter, setFilter] = useState<string>('all');
+  const [sortBy, setSortBy] = useState<'score' | 'name' | 'trend'>('score');
+
+  useEffect(() => {
+    api.getEngagementScores()
+      .then(setData)
+      .catch(console.error)
+      .finally(() => setLoading(false));
+  }, []);
+
+  if (loading) return <div className="p-6 text-gray-400">Loading engagement scores...</div>;
+  if (!data) return <div className="p-6 text-red-400">Failed to load engagement data</div>;
+
+  const { scores, summary } = data;
+
+  const filtered = filter === 'all'
+    ? scores
+    : scores.filter(s => {
+        if (filter === 'highly_engaged') return s.score >= 80;
+        if (filter === 'engaged') return s.score >= 60 && s.score < 80;
+        if (filter === 'warm') return s.score >= 40 && s.score < 60;
+        if (filter === 'cooling') return s.score >= 20 && s.score < 40;
+        if (filter === 'cold') return s.score < 20;
+        return true;
+      });
+
+  const sorted = [...filtered].sort((a, b) => {
+    if (sortBy === 'score') return b.score - a.score;
+    if (sortBy === 'name') return a.clientName.localeCompare(b.clientName);
+    // trend: rising first, then stable, then declining
+    const trendOrder = { rising: 0, stable: 1, declining: 2 };
+    return (trendOrder[a.trend] || 1) - (trendOrder[b.trend] || 1);
+  });
+
+  return (
+    <div className="p-6 max-w-7xl mx-auto space-y-6">
+      <div className="flex items-center justify-between">
+        <h1 className="text-2xl font-bold text-gray-900 dark:text-white">Engagement Scores</h1>
+        <span className="text-sm text-gray-500">
+          Avg: <span className={`font-bold ${scoreColor(summary.averageScore)}`}>{summary.averageScore}</span> / 100
+        </span>
+      </div>
+
+      {/* Distribution summary */}
+      <div className="grid grid-cols-5 gap-3">
+        {(['highly_engaged', 'engaged', 'warm', 'cooling', 'cold'] as const).map(level => {
+          const labels: Record<string, string> = {
+            highly_engaged: '🔥 Highly Engaged',
+            engaged: '💚 Engaged',
+            warm: '🟡 Warm',
+            cooling: '🟠 Cooling',
+            cold: '❄️ Cold',
+          };
+          const count = summary.distribution[level] || 0;
+          return (
+            <button
+              key={level}
+              onClick={() => setFilter(filter === level ? 'all' : level)}
+              className={`p-3 rounded-lg border text-center transition-all ${
+                filter === level
+                  ? 'bg-indigo-500/20 border-indigo-500'
+                  : 'bg-white dark:bg-gray-800 border-gray-200 dark:border-gray-700 hover:border-gray-400'
+              }`}
+            >
+              <div className="text-2xl font-bold text-gray-900 dark:text-white">{count}</div>
+              <div className="text-xs text-gray-500 mt-1">{labels[level]}</div>
+            </button>
+          );
+        })}
+      </div>
+
+      {/* Sort controls */}
+      <div className="flex gap-2 items-center text-sm">
+        <span className="text-gray-500">Sort by:</span>
+        {(['score', 'name', 'trend'] as const).map(s => (
+          <button
+            key={s}
+            onClick={() => setSortBy(s)}
+            className={`px-3 py-1 rounded-full ${
+              sortBy === s
+                ? 'bg-indigo-500 text-white'
+                : 'bg-gray-100 dark:bg-gray-700 text-gray-600 dark:text-gray-300'
+            }`}
+          >
+            {s.charAt(0).toUpperCase() + s.slice(1)}
+          </button>
+        ))}
+        {filter !== 'all' && (
+          <button
+            onClick={() => setFilter('all')}
+            className="ml-auto text-gray-400 hover:text-gray-600 text-xs"
+          >
+            Clear filter ✕
+          </button>
+        )}
+      </div>
+
+      {/* Client engagement cards */}
+      <div className="grid gap-4 md:grid-cols-2 lg:grid-cols-3">
+        {sorted.map(client => (
+          <Link
+            key={client.clientId}
+            to={`/clients/${client.clientId}`}
+            className={`block p-4 rounded-xl border transition-all hover:shadow-md ${scoreBg(client.score)}`}
+          >
+            <div className="flex items-start justify-between mb-3">
+              <div>
+                <div className="font-semibold text-gray-900 dark:text-white">
+                  {client.clientName}
+                </div>
+                <div className="text-xs text-gray-500 capitalize">{client.stage}</div>
+              </div>
+              <div className="text-right">
+                <div className={`text-2xl font-bold ${scoreColor(client.score)}`}>
+                  {client.score}
+                </div>
+                <div className="text-xs text-gray-500">
+                  {trendIcon(client.trend)} {labelText(client.score)}
+                </div>
+              </div>
+            </div>
+
+            <div className="space-y-1.5">
+              <ScoreBar label="Recency" value={client.breakdown.recency} max={40} color="bg-emerald-500" />
+              <ScoreBar label="Interactions" value={client.breakdown.interactions} max={25} color="bg-blue-500" />
+              <ScoreBar label="Emails" value={client.breakdown.emails} max={15} color="bg-purple-500" />
+              <ScoreBar label="Events" value={client.breakdown.events} max={10} color="bg-amber-500" />
+              <ScoreBar label="Notes" value={client.breakdown.notes} max={10} color="bg-pink-500" />
+            </div>
+
+            {client.lastContactedAt && (
+              <div className="mt-2 text-xs text-gray-500">
+                Last contact: {new Date(client.lastContactedAt).toLocaleDateString()}
+              </div>
+            )}
+          </Link>
+        ))}
+      </div>
+
+      {sorted.length === 0 && (
+        <div className="text-center py-12 text-gray-500">
+          No clients match this filter.
+        </div>
+      )}
+    </div>
+  );
+}

src/pages/EventsPage.tsx

@@ -3,7 +3,7 @@ import { useEventsStore } from '@/stores/events';
 import { useClientsStore } from '@/stores/clients';
 import { Calendar, RefreshCw, Plus, Gift, Heart, Clock, Star, ChevronLeft, ChevronRight, List, Grid3X3 } from 'lucide-react';
 import { cn, formatDate, getDaysUntil } from '@/lib/utils';
-import Badge, { EventTypeBadge } from '@/components/Badge';
+import { EventTypeBadge } from '@/components/Badge';
 import EmptyState from '@/components/EmptyState';
 import { PageLoader } from '@/components/LoadingSpinner';
 import Modal from '@/components/Modal';
@@ -305,7 +305,6 @@ export default function EventsPage() {
             {selectedDayEvents && (
               <div className="space-y-3">
                 {selectedDayEvents.events.map((event) => {
-                  const days = getDaysUntil(event.date);
                   return (
                     <div key={event.id} className="flex items-center gap-3 p-3 bg-slate-50 dark:bg-slate-700 rounded-lg">
                       <div className={cn(
@@ -460,7 +459,7 @@ function CreateEventModal({ isOpen, onClose, clients, onCreate }: {
         <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
           <div>
             <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Type</label>
-            <select value={form.type} onChange={(e) => setForm({ ...form, type: e.target.value as any })} className={inputClass}>
+            <select value={form.type} onChange={(e) => setForm({ ...form, type: e.target.value as EventCreate['type'] })} className={inputClass}>
               <option value="custom">Custom</option>
               <option value="birthday">Birthday</option>
               <option value="anniversary">Anniversary</option>

src/pages/ExportPage.tsx

@@ -0,0 +1,180 @@
+import { useState, useEffect } from 'react';
+import { api, type ExportSummary } from '@/lib/api';
+import { Download, FileJson, FileSpreadsheet, Database, Loader2, CheckCircle, Users, Mail, Calendar, Phone, FileText, Bookmark, Filter } from 'lucide-react';
+import { PageLoader } from '@/components/LoadingSpinner';
+
+export default function ExportPage() {
+  const [summary, setSummary] = useState<ExportSummary | null>(null);
+  const [loading, setLoading] = useState(true);
+  const [exporting, setExporting] = useState<string | null>(null);
+  const [exported, setExported] = useState<string | null>(null);
+
+  useEffect(() => {
+    api.getExportSummary().then(s => {
+      setSummary(s);
+      setLoading(false);
+    }).catch(() => setLoading(false));
+  }, []);
+
+  const handleExport = async (type: string) => {
+    setExporting(type);
+    try {
+      switch (type) {
+        case 'json':
+          await api.exportFullJSON();
+          break;
+        case 'clients-csv':
+          await api.exportClientsCsv();
+          break;
+        case 'interactions-csv':
+          await api.exportInteractionsCsv();
+          break;
+      }
+      setExported(type);
+      setTimeout(() => setExported(null), 3000);
+    } catch (e) {
+      console.error('Export failed:', e);
+    } finally {
+      setExporting(null);
+    }
+  };
+
+  if (loading) return <PageLoader />;
+
+  const stats = [
+    { label: 'Clients', count: summary?.clients || 0, icon: Users, color: 'text-blue-500' },
+    { label: 'Emails', count: summary?.emails || 0, icon: Mail, color: 'text-purple-500' },
+    { label: 'Events', count: summary?.events || 0, icon: Calendar, color: 'text-green-500' },
+    { label: 'Interactions', count: summary?.interactions || 0, icon: Phone, color: 'text-orange-500' },
+    { label: 'Notes', count: summary?.notes || 0, icon: FileText, color: 'text-amber-500' },
+    { label: 'Templates', count: summary?.templates || 0, icon: Bookmark, color: 'text-indigo-500' },
+    { label: 'Segments', count: summary?.segments || 0, icon: Filter, color: 'text-pink-500' },
+  ];
+
+  const totalRecords = stats.reduce((sum, s) => sum + s.count, 0);
+
+  const exports = [
+    {
+      id: 'json',
+      title: 'Full JSON Export',
+      description: 'Complete data backup including all clients, emails, events, interactions, notes, templates, and segments.',
+      icon: FileJson,
+      color: 'text-emerald-500',
+      bgColor: 'bg-emerald-100 dark:bg-emerald-900/30',
+      records: totalRecords,
+      format: 'JSON',
+    },
+    {
+      id: 'clients-csv',
+      title: 'Clients CSV',
+      description: 'Export all clients with contact info, company, stage, tags, and dates in spreadsheet format.',
+      icon: FileSpreadsheet,
+      color: 'text-blue-500',
+      bgColor: 'bg-blue-100 dark:bg-blue-900/30',
+      records: summary?.clients || 0,
+      format: 'CSV',
+    },
+    {
+      id: 'interactions-csv',
+      title: 'Interactions CSV',
+      description: 'Export all logged interactions (calls, meetings, emails, notes) with client details.',
+      icon: FileSpreadsheet,
+      color: 'text-orange-500',
+      bgColor: 'bg-orange-100 dark:bg-orange-900/30',
+      records: summary?.interactions || 0,
+      format: 'CSV',
+    },
+  ];
+
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-bold text-gray-900 dark:text-white flex items-center gap-2">
+          <Database className="w-6 h-6 text-indigo-500" />
+          Data Export & Backup
+        </h1>
+        <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+          Download your data for backup, compliance, or migration purposes
+        </p>
+      </div>
+
+      {/* Data Summary */}
+      <div className="grid grid-cols-2 sm:grid-cols-4 lg:grid-cols-7 gap-3">
+        {stats.map(s => {
+          const Icon = s.icon;
+          return (
+            <div key={s.label} className="bg-white dark:bg-gray-800 rounded-lg border border-gray-200 dark:border-gray-700 p-3 text-center">
+              <Icon className={`w-5 h-5 ${s.color} mx-auto mb-1`} />
+              <p className="text-xl font-bold text-gray-900 dark:text-white">{s.count}</p>
+              <p className="text-xs text-gray-500 dark:text-gray-400">{s.label}</p>
+            </div>
+          );
+        })}
+      </div>
+
+      {/* Export Options */}
+      <div className="space-y-4">
+        <h2 className="text-lg font-semibold text-gray-900 dark:text-white">Export Formats</h2>
+        <div className="grid gap-4 md:grid-cols-3">
+          {exports.map(exp => {
+            const Icon = exp.icon;
+            const isExporting = exporting === exp.id;
+            const isExported = exported === exp.id;
+            return (
+              <div
+                key={exp.id}
+                className="bg-white dark:bg-gray-800 rounded-xl border border-gray-200 dark:border-gray-700 p-5 flex flex-col"
+              >
+                <div className="flex items-start gap-3 mb-3">
+                  <div className={`p-2.5 rounded-lg ${exp.bgColor}`}>
+                    <Icon className={`w-5 h-5 ${exp.color}`} />
+                  </div>
+                  <div>
+                    <h3 className="font-semibold text-gray-900 dark:text-white">{exp.title}</h3>
+                    <span className="text-xs px-2 py-0.5 rounded-full bg-gray-100 dark:bg-gray-700 text-gray-500 dark:text-gray-400">
+                      {exp.format}
+                    </span>
+                  </div>
+                </div>
+                <p className="text-sm text-gray-500 dark:text-gray-400 flex-1">{exp.description}</p>
+                <div className="mt-4 flex items-center justify-between">
+                  <span className="text-xs text-gray-400 dark:text-gray-500">
+                    {exp.records.toLocaleString()} records
+                  </span>
+                  <button
+                    onClick={() => handleExport(exp.id)}
+                    disabled={isExporting || exp.records === 0}
+                    className={`flex items-center gap-1.5 px-4 py-2 rounded-lg text-sm font-medium transition-colors ${
+                      isExported
+                        ? 'bg-green-100 dark:bg-green-900/30 text-green-600 dark:text-green-400'
+                        : 'bg-indigo-600 hover:bg-indigo-700 text-white disabled:opacity-50 disabled:cursor-not-allowed'
+                    }`}
+                  >
+                    {isExporting ? (
+                      <><Loader2 className="w-4 h-4 animate-spin" /> Exporting...</>
+                    ) : isExported ? (
+                      <><CheckCircle className="w-4 h-4" /> Downloaded</>
+                    ) : (
+                      <><Download className="w-4 h-4" /> Download</>
+                    )}
+                  </button>
+                </div>
+              </div>
+            );
+          })}
+        </div>
+      </div>
+
+      {/* Info */}
+      <div className="bg-amber-50 dark:bg-amber-900/20 border border-amber-200 dark:border-amber-800 rounded-xl p-4">
+        <h3 className="text-sm font-semibold text-amber-800 dark:text-amber-300 mb-1">About Data Exports</h3>
+        <ul className="text-sm text-amber-700 dark:text-amber-400 space-y-1">
+          <li>• All exports include only your data (multi-tenant safe)</li>
+          <li>• JSON exports contain the complete dataset for full backup/restore</li>
+          <li>• CSV exports are compatible with Excel, Google Sheets, and other CRMs</li>
+          <li>• All exports are logged in the audit trail for compliance</li>
+        </ul>
+      </div>
+    </div>
+  );
+}

src/pages/ForgotPasswordPage.tsx

@@ -18,8 +18,8 @@ export default function ForgotPasswordPage() {
     try {
       await api.requestPasswordReset(email);
       setSubmitted(true);
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setError(err.message || 'Failed to request password reset');
+      setError(err instanceof Error ? err.message : 'Failed to request password reset');
     } finally {
       setLoading(false);
     }

src/pages/InvitePage.tsx

@@ -27,8 +27,8 @@ export default function InvitePage() {
         const data = await api.validateInvite(token);
         setInvite(data);
         setName(data.name);
-      } catch (err: any) {
+      } catch (err: unknown) {
-        setError(err.message || 'Invalid or expired invite');
+        setError(err instanceof Error ? err.message : 'Invalid or expired invite');
       } finally {
         setLoading(false);
       }
@@ -61,8 +61,8 @@ export default function InvitePage() {
       }
       await checkSession();
       navigate('/');
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setSubmitError(err.message || 'Failed to create account');
+      setSubmitError(err instanceof Error ? err.message : 'Failed to create account');
     } finally {
       setSubmitting(false);
     }

src/pages/LoginPage.tsx

@@ -20,8 +20,8 @@ export default function LoginPage() {
     try {
       await login(email, password);
       navigate('/');
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setError(err.message || 'Login failed');
+      setError(err instanceof Error ? err.message : 'Login failed');
     } finally {
       setLoading(false);
     }

src/pages/ReportsPage.tsx

@@ -2,7 +2,7 @@ import { useEffect, useState } from 'react';
 import { Link } from 'react-router-dom';
 import { api } from '@/lib/api';
 import {
-  BarChart3, Users, Mail, Calendar, TrendingUp, Download,
+  Users, Mail, Calendar, TrendingUp, Download,
   Activity, Tag, Building2, AlertTriangle, Flame, Snowflake, ThermometerSun,
 } from 'lucide-react';
 import { PageLoader } from '@/components/LoadingSpinner';
@@ -162,6 +162,8 @@ function AtRiskList({ title, clients: clientList }: {
   title: string;
   clients: { id: string; name: string; company: string | null; lastContacted: string | null }[];
 }) {
+  // eslint-disable-next-line react-hooks/purity -- Date.now() is needed for relative time display
+  const now = Date.now();
   if (clientList.length === 0) return null;
   return (
     <div className="bg-white dark:bg-slate-800 rounded-xl border border-slate-200 dark:border-slate-700 p-5">
@@ -182,7 +184,7 @@ function AtRiskList({ title, clients: clientList }: {
             </div>
             <span className="text-xs text-slate-400 dark:text-slate-500">
               {c.lastContacted
-                ? `${Math.floor((Date.now() - new Date(c.lastContacted).getTime()) / (1000 * 60 * 60 * 24))}d ago`
+                ? `${Math.floor((now - new Date(c.lastContacted).getTime()) / (1000 * 60 * 60 * 24))}d ago`
                 : 'Never'}
             </span>
           </Link>

src/pages/ResetPasswordPage.tsx

@@ -24,8 +24,8 @@ export default function ResetPasswordPage() {
       try {
         const data = await api.validateResetToken(token);
         setEmail(data.email || '');
-      } catch (err: any) {
+      } catch (err: unknown) {
-        setError(err.message || 'Invalid or expired reset link');
+        setError(err instanceof Error ? err.message : 'Invalid or expired reset link');
       } finally {
         setLoading(false);
       }
@@ -49,8 +49,8 @@ export default function ResetPasswordPage() {
     try {
       await api.resetPassword(token!, password);
       setSuccess(true);
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setSubmitError(err.message || 'Failed to reset password');
+      setSubmitError(err instanceof Error ? err.message : 'Failed to reset password');
     } finally {
       setSubmitting(false);
     }

src/pages/SearchPage.tsx

@@ -0,0 +1,210 @@
+import { useState, useEffect, useCallback, useRef } from 'react';
+import { Link } from 'react-router-dom';
+import { api, type SearchResult } from '@/lib/api';
+import { Search, Users, Mail, Calendar, Phone, StickyNote, X, Loader2 } from 'lucide-react';
+import { formatDate } from '@/lib/utils';
+
+const TYPE_CONFIG: Record<string, { icon: typeof Users; label: string; color: string; bgColor: string }> = {
+  client: { icon: Users, label: 'Client', color: 'text-blue-600 dark:text-blue-400', bgColor: 'bg-blue-100 dark:bg-blue-900/30' },
+  email: { icon: Mail, label: 'Email', color: 'text-purple-600 dark:text-purple-400', bgColor: 'bg-purple-100 dark:bg-purple-900/30' },
+  event: { icon: Calendar, label: 'Event', color: 'text-green-600 dark:text-green-400', bgColor: 'bg-green-100 dark:bg-green-900/30' },
+  interaction: { icon: Phone, label: 'Interaction', color: 'text-orange-600 dark:text-orange-400', bgColor: 'bg-orange-100 dark:bg-orange-900/30' },
+  note: { icon: StickyNote, label: 'Note', color: 'text-amber-600 dark:text-amber-400', bgColor: 'bg-amber-100 dark:bg-amber-900/30' },
+};
+
+const ALL_TYPES = ['clients', 'emails', 'events', 'interactions', 'notes'];
+
+export default function SearchPage() {
+  const [query, setQuery] = useState('');
+  const [results, setResults] = useState<SearchResult[]>([]);
+  const [total, setTotal] = useState(0);
+  const [loading, setLoading] = useState(false);
+  const [activeTypes, setActiveTypes] = useState<string[]>(ALL_TYPES);
+  const [hasSearched, setHasSearched] = useState(false);
+  const inputRef = useRef<HTMLInputElement>(null);
+  const debounceRef = useRef<number>(0);
+
+  const doSearch = useCallback(async (q: string, types: string[]) => {
+    if (q.length < 2) {
+      setResults([]);
+      setTotal(0);
+      setHasSearched(false);
+      return;
+    }
+    setLoading(true);
+    try {
+      const data = await api.globalSearch(q, types, 50);
+      setResults(data.results);
+      setTotal(data.total);
+      setHasSearched(true);
+    } catch (e) {
+      console.error('Search failed:', e);
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    if (debounceRef.current) clearTimeout(debounceRef.current);
+    debounceRef.current = window.setTimeout(() => {
+      doSearch(query, activeTypes);
+    }, 300);
+    return () => { if (debounceRef.current) clearTimeout(debounceRef.current); };
+  }, [query, activeTypes, doSearch]);
+
+  useEffect(() => {
+    inputRef.current?.focus();
+  }, []);
+
+  const toggleType = (type: string) => {
+    setActiveTypes(prev => {
+      if (prev.includes(type)) {
+        const next = prev.filter(t => t !== type);
+        return next.length === 0 ? ALL_TYPES : next;
+      }
+      return [...prev, type];
+    });
+  };
+
+  const getLink = (result: SearchResult): string => {
+    switch (result.type) {
+      case 'client': return `/clients/${result.id}`;
+      case 'email': return result.clientId ? `/clients/${result.clientId}` : '/emails';
+      case 'event': return result.clientId ? `/clients/${result.clientId}` : '/events';
+      case 'interaction': return result.clientId ? `/clients/${result.clientId}` : '/';
+      case 'note': return result.clientId ? `/clients/${result.clientId}` : '/';
+      default: return '/';
+    }
+  };
+
+  // Group results by type
+  const grouped = results.reduce<Record<string, SearchResult[]>>((acc, r) => {
+    if (!acc[r.type]) acc[r.type] = [];
+    acc[r.type].push(r);
+    return acc;
+  }, {});
+
+  return (
+    <div className="space-y-6">
+      <div>
+        <h1 className="text-2xl font-bold text-gray-900 dark:text-white">Search</h1>
+        <p className="text-sm text-gray-500 dark:text-gray-400 mt-1">
+          Search across clients, emails, events, interactions, and notes
+        </p>
+      </div>
+
+      {/* Search Input */}
+      <div className="relative">
+        <Search className="absolute left-4 top-1/2 -translate-y-1/2 w-5 h-5 text-gray-400" />
+        <input
+          ref={inputRef}
+          type="text"
+          value={query}
+          onChange={(e) => setQuery(e.target.value)}
+          placeholder="Search everything..."
+          className="w-full pl-12 pr-12 py-3 text-lg border border-gray-300 dark:border-gray-600 rounded-xl bg-white dark:bg-gray-800 text-gray-900 dark:text-white placeholder-gray-400 focus:ring-2 focus:ring-indigo-500 focus:border-transparent"
+        />
+        {query && (
+          <button
+            onClick={() => setQuery('')}
+            className="absolute right-4 top-1/2 -translate-y-1/2 text-gray-400 hover:text-gray-600 dark:hover:text-gray-300"
+          >
+            <X className="w-5 h-5" />
+          </button>
+        )}
+        {loading && (
+          <Loader2 className="absolute right-12 top-1/2 -translate-y-1/2 w-5 h-5 text-indigo-500 animate-spin" />
+        )}
+      </div>
+
+      {/* Type Filters */}
+      <div className="flex flex-wrap gap-2">
+        {ALL_TYPES.map(type => {
+          const config = TYPE_CONFIG[type.replace(/s$/, '')] || TYPE_CONFIG.client;
+          const isActive = activeTypes.includes(type);
+          const Icon = config.icon;
+          return (
+            <button
+              key={type}
+              onClick={() => toggleType(type)}
+              className={`flex items-center gap-1.5 px-3 py-1.5 rounded-full text-sm font-medium transition-colors ${
+                isActive
+                  ? `${config.bgColor} ${config.color} ring-1 ring-current`
+                  : 'bg-gray-100 dark:bg-gray-700 text-gray-500 dark:text-gray-400'
+              }`}
+            >
+              <Icon className="w-3.5 h-3.5" />
+              {type.charAt(0).toUpperCase() + type.slice(1)}
+              {hasSearched && grouped[type.replace(/s$/, '')]?.length ? (
+                <span className="ml-1 text-xs opacity-70">({grouped[type.replace(/s$/, '')].length})</span>
+              ) : null}
+            </button>
+          );
+        })}
+      </div>
+
+      {/* Results */}
+      {hasSearched && (
+        <div className="space-y-4">
+          <p className="text-sm text-gray-500 dark:text-gray-400">
+            {total} result{total !== 1 ? 's' : ''} for "{query}"
+          </p>
+
+          {results.length === 0 ? (
+            <div className="text-center py-12">
+              <Search className="w-12 h-12 text-gray-300 dark:text-gray-600 mx-auto mb-3" />
+              <p className="text-gray-500 dark:text-gray-400">No results found</p>
+              <p className="text-sm text-gray-400 dark:text-gray-500 mt-1">Try a different search term or broaden your filters</p>
+            </div>
+          ) : (
+            <div className="space-y-2">
+              {results.map(result => {
+                const config = TYPE_CONFIG[result.type] || TYPE_CONFIG.client;
+                const Icon = config.icon;
+                return (
+                  <Link
+                    key={`${result.type}-${result.id}`}
+                    to={getLink(result)}
+                    className="flex items-start gap-3 p-3 rounded-lg border border-gray-200 dark:border-gray-700 bg-white dark:bg-gray-800 hover:bg-gray-50 dark:hover:bg-gray-750 transition-colors"
+                  >
+                    <div className={`p-2 rounded-lg ${config.bgColor}`}>
+                      <Icon className={`w-4 h-4 ${config.color}`} />
+                    </div>
+                    <div className="flex-1 min-w-0">
+                      <div className="flex items-center gap-2">
+                        <span className="font-medium text-gray-900 dark:text-white truncate">
+                          {result.title}
+                        </span>
+                        <span className={`text-xs px-2 py-0.5 rounded-full ${config.bgColor} ${config.color}`}>
+                          {config.label}
+                        </span>
+                      </div>
+                      {result.subtitle && (
+                        <p className="text-sm text-gray-500 dark:text-gray-400 mt-0.5 truncate">{result.subtitle}</p>
+                      )}
+                      <div className="flex items-center gap-2 mt-1 text-xs text-gray-400 dark:text-gray-500">
+                        <span>Matched: {result.matchField}</span>
+                        <span>·</span>
+                        <span>{formatDate(result.createdAt)}</span>
+                      </div>
+                    </div>
+                  </Link>
+                );
+              })}
+            </div>
+          )}
+        </div>
+      )}
+
+      {!hasSearched && !query && (
+        <div className="text-center py-16">
+          <Search className="w-16 h-16 text-gray-200 dark:text-gray-700 mx-auto mb-4" />
+          <p className="text-gray-500 dark:text-gray-400 text-lg">Search across all your data</p>
+          <p className="text-sm text-gray-400 dark:text-gray-500 mt-1">
+            Type at least 2 characters to start searching
+          </p>
+        </div>
+      )}
+    </div>
+  );
+}

src/pages/SegmentsPage.tsx

@@ -0,0 +1,352 @@
+import { useEffect, useState } from 'react';
+// import { useNavigate } from 'react-router-dom';
+import { api } from '@/lib/api';
+import type { ClientSegment, SegmentFilters, FilterOptions, Client } from '@/types';
+import { Plus, Filter, Users, Bookmark, Pin, Trash2, Pencil, Eye, Save, ChevronDown, ChevronUp } from 'lucide-react';
+import LoadingSpinner, { PageLoader } from '@/components/LoadingSpinner';
+import EmptyState from '@/components/EmptyState';
+import Modal from "@/components/Modal";
+
+const SEGMENT_COLORS = [
+  '#3b82f6', '#ef4444', '#10b981', '#f59e0b', '#8b5cf6',
+  '#ec4899', '#06b6d4', '#f97316', '#6366f1', '#14b8a6',
+];
+
+function MultiSelect({ label, options, selected, onChange }: {
+  label: string; options: string[]; selected: string[]; onChange: (v: string[]) => void;
+}) {
+  const [open, setOpen] = useState(false);
+  return (
+    <div className="relative">
+      <label className="block text-xs font-medium text-slate-500 dark:text-slate-400 mb-1">{label}</label>
+      <button onClick={() => setOpen(!open)}
+        className="w-full flex items-center justify-between px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100">
+        <span className="truncate">{selected.length ? `${selected.length} selected` : `Any ${label.toLowerCase()}`}</span>
+        {open ? <ChevronUp className="w-3.5 h-3.5 ml-1" /> : <ChevronDown className="w-3.5 h-3.5 ml-1" />}
+      </button>
+      {open && (
+        <div className="absolute z-20 mt-1 w-full bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-lg shadow-lg max-h-48 overflow-y-auto">
+          {options.map(opt => (
+            <label key={opt} className="flex items-center gap-2 px-3 py-1.5 hover:bg-slate-50 dark:hover:bg-slate-700 cursor-pointer text-sm text-slate-700 dark:text-slate-300">
+              <input type="checkbox" checked={selected.includes(opt)}
+                onChange={() => onChange(selected.includes(opt) ? selected.filter(s => s !== opt) : [...selected, opt])}
+                className="rounded border-slate-300 dark:border-slate-600" />
+              {opt}
+            </label>
+          ))}
+          {options.length === 0 && <p className="px-3 py-2 text-xs text-slate-400">No options</p>}
+        </div>
+      )}
+    </div>
+  );
+}
+
+function FilterPanel({ filters, onChange, options }: {
+  filters: SegmentFilters; onChange: (f: SegmentFilters) => void; options: FilterOptions;
+}) {
+  return (
+    <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-5 space-y-4">
+      <h3 className="font-semibold text-slate-900 dark:text-slate-100 flex items-center gap-2">
+        <Filter className="w-4 h-4" /> Filters
+      </h3>
+      <div className="grid grid-cols-2 md:grid-cols-3 lg:grid-cols-4 gap-4">
+        <MultiSelect label="Stage" options={options.stages} selected={filters.stages || []}
+          onChange={v => onChange({ ...filters, stages: v.length ? v : undefined })} />
+        <MultiSelect label="Industry" options={options.industries} selected={filters.industries || []}
+          onChange={v => onChange({ ...filters, industries: v.length ? v : undefined })} />
+        <MultiSelect label="Tags" options={options.tags} selected={filters.tags || []}
+          onChange={v => onChange({ ...filters, tags: v.length ? v : undefined })} />
+        <MultiSelect label="State" options={options.states} selected={filters.states || []}
+          onChange={v => onChange({ ...filters, states: v.length ? v : undefined })} />
+        <MultiSelect label="City" options={options.cities} selected={filters.cities || []}
+          onChange={v => onChange({ ...filters, cities: v.length ? v : undefined })} />
+        <div>
+          <label className="block text-xs font-medium text-slate-500 dark:text-slate-400 mb-1">Last Contacted After</label>
+          <input type="date" value={filters.lastContactedAfter?.split('T')[0] || ''}
+            onChange={e => onChange({ ...filters, lastContactedAfter: e.target.value || undefined })}
+            className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100" />
+        </div>
+        <div>
+          <label className="block text-xs font-medium text-slate-500 dark:text-slate-400 mb-1">Last Contacted Before</label>
+          <input type="date" value={filters.lastContactedBefore?.split('T')[0] || ''}
+            onChange={e => onChange({ ...filters, lastContactedBefore: e.target.value || undefined })}
+            className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100" />
+        </div>
+        <div className="space-y-2">
+          <label className="block text-xs font-medium text-slate-500 dark:text-slate-400">Contact Info</label>
+          <label className="flex items-center gap-2 text-sm text-slate-700 dark:text-slate-300">
+            <input type="checkbox" checked={filters.hasEmail === true}
+              onChange={e => onChange({ ...filters, hasEmail: e.target.checked ? true : undefined })}
+              className="rounded border-slate-300" /> Has email
+          </label>
+          <label className="flex items-center gap-2 text-sm text-slate-700 dark:text-slate-300">
+            <input type="checkbox" checked={filters.hasPhone === true}
+              onChange={e => onChange({ ...filters, hasPhone: e.target.checked ? true : undefined })}
+              className="rounded border-slate-300" /> Has phone
+          </label>
+        </div>
+      </div>
+      <div>
+        <label className="block text-xs font-medium text-slate-500 dark:text-slate-400 mb-1">Search</label>
+        <input type="text" value={filters.search || ''} placeholder="Search by name, email, company..."
+          onChange={e => onChange({ ...filters, search: e.target.value || undefined })}
+          className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100" />
+      </div>
+    </div>
+  );
+}
+
+export default function SegmentsPage() {
+  const [segments, setSegments] = useState<ClientSegment[]>([]);
+  const [options, setOptions] = useState<FilterOptions>({ industries: [], cities: [], states: [], tags: [], stages: [] });
+  const [loading, setLoading] = useState(true);
+
+  // Builder state
+  const [showBuilder, setShowBuilder] = useState(false);
+  const [editingSegment, setEditingSegment] = useState<ClientSegment | null>(null);
+  const [filters, setFilters] = useState<SegmentFilters>({});
+  const [previewClients, setPreviewClients] = useState<Client[]>([]);
+  const [previewCount, setPreviewCount] = useState<number | null>(null);
+  const [previewing, setPreviewing] = useState(false);
+  const [segmentName, setSegmentName] = useState('');
+  const [segmentDesc, setSegmentDesc] = useState('');
+  const [segmentColor, setSegmentColor] = useState('#3b82f6');
+  const [saving, setSaving] = useState(false);
+
+  useEffect(() => {
+    Promise.all([
+      api.getSegments().then(setSegments),
+      api.getFilterOptions().then(setOptions),
+    ]).finally(() => setLoading(false));
+  }, []);
+
+  const handlePreview = async () => {
+    setPreviewing(true);
+    try {
+      const result = await api.previewSegment(filters);
+      setPreviewClients(result.clients);
+      setPreviewCount(result.count);
+    } finally {
+      setPreviewing(false);
+    }
+  };
+
+  const openNew = () => {
+    setEditingSegment(null);
+    setFilters({});
+    setSegmentName('');
+    setSegmentDesc('');
+    setSegmentColor('#3b82f6');
+    setPreviewClients([]);
+    setPreviewCount(null);
+    setShowBuilder(true);
+  };
+
+  const openEdit = (s: ClientSegment) => {
+    setEditingSegment(s);
+    setFilters(s.filters);
+    setSegmentName(s.name);
+    setSegmentDesc(s.description || '');
+    setSegmentColor(s.color);
+    setPreviewClients([]);
+    setPreviewCount(null);
+    setShowBuilder(true);
+  };
+
+  const handleSave = async () => {
+    setSaving(true);
+    try {
+      if (editingSegment) {
+        await api.updateSegment(editingSegment.id, { name: segmentName, description: segmentDesc, filters, color: segmentColor });
+      } else {
+        await api.createSegment({ name: segmentName, description: segmentDesc, filters, color: segmentColor });
+      }
+      setShowBuilder(false);
+      const updated = await api.getSegments();
+      setSegments(updated);
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleDelete = async (id: string) => {
+    if (!confirm('Delete this segment?')) return;
+    await api.deleteSegment(id);
+    setSegments(segments.filter(s => s.id !== id));
+  };
+
+  const togglePin = async (s: ClientSegment) => {
+    const updated = await api.updateSegment(s.id, { pinned: !s.pinned });
+    setSegments(segments.map(seg => seg.id === s.id ? updated : seg));
+  };
+
+  const activeFilterCount = Object.values(filters).filter(v => v !== undefined && v !== '' && (!Array.isArray(v) || v.length > 0)).length;
+
+  if (loading) return <PageLoader />;
+
+  return (
+    <div className="space-y-6 animate-fade-in">
+      <div className="flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">Client Segments</h1>
+          <p className="text-sm text-slate-500 dark:text-slate-400 mt-1">
+            Save filtered views of your client base for quick access
+          </p>
+        </div>
+        <button onClick={openNew}
+          className="flex items-center gap-2 px-4 py-2.5 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors">
+          <Plus className="w-4 h-4" /> New Segment
+        </button>
+      </div>
+
+      {/* Saved Segments */}
+      {segments.length === 0 ? (
+        <EmptyState
+          icon={Bookmark}
+          title="No segments saved"
+          description="Create segments to quickly filter your client list by stage, tags, location, and more"
+          action={{ label: 'Create Segment', onClick: openNew }}
+        />
+      ) : (
+        <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
+          {segments.map(s => (
+            <div key={s.id} className="group bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-5 hover:shadow-md transition-shadow">
+              <div className="flex items-start justify-between mb-3">
+                <div className="flex items-center gap-2">
+                  <div className="w-3 h-3 rounded-full" style={{ backgroundColor: s.color }} />
+                  <h3 className="font-semibold text-slate-900 dark:text-slate-100">{s.name}</h3>
+                  {s.pinned && <Pin className="w-3.5 h-3.5 text-amber-500 fill-amber-500" />}
+                </div>
+                <div className="flex gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
+                  <button onClick={() => togglePin(s)} title={s.pinned ? 'Unpin' : 'Pin'}
+                    className="p-1.5 text-slate-400 hover:text-amber-500">
+                    <Pin className="w-3.5 h-3.5" />
+                  </button>
+                  <button onClick={() => openEdit(s)} title="Edit"
+                    className="p-1.5 text-slate-400 hover:text-blue-600 dark:hover:text-blue-400">
+                    <Pencil className="w-3.5 h-3.5" />
+                  </button>
+                  <button onClick={() => handleDelete(s.id)} title="Delete"
+                    className="p-1.5 text-slate-400 hover:text-red-600 dark:hover:text-red-400">
+                    <Trash2 className="w-3.5 h-3.5" />
+                  </button>
+                </div>
+              </div>
+              {s.description && <p className="text-sm text-slate-500 dark:text-slate-400 mb-3">{s.description}</p>}
+              {/* Filter badges */}
+              <div className="flex flex-wrap gap-1 mb-3">
+                {s.filters.stages?.map(st => (
+                  <span key={st} className="px-2 py-0.5 bg-blue-100 dark:bg-blue-900/40 text-blue-700 dark:text-blue-300 rounded text-xs">{st}</span>
+                ))}
+                {s.filters.tags?.map(tg => (
+                  <span key={tg} className="px-2 py-0.5 bg-green-100 dark:bg-green-900/40 text-green-700 dark:text-green-300 rounded text-xs">#{tg}</span>
+                ))}
+                {s.filters.industries?.map(ind => (
+                  <span key={ind} className="px-2 py-0.5 bg-purple-100 dark:bg-purple-900/40 text-purple-700 dark:text-purple-300 rounded text-xs">{ind}</span>
+                ))}
+                {s.filters.hasEmail && <span className="px-2 py-0.5 bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 rounded text-xs">📧 Has email</span>}
+                {s.filters.hasPhone && <span className="px-2 py-0.5 bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 rounded text-xs">📞 Has phone</span>}
+              </div>
+              <button onClick={async () => {
+                const result = await api.getSegment(s.id);
+                // Navigate to clients page — for now show count
+                alert(`${result.clientCount} clients match this segment`);
+              }}
+                className="flex items-center gap-1.5 text-sm text-blue-600 dark:text-blue-400 hover:underline">
+                <Eye className="w-3.5 h-3.5" /> View clients
+              </button>
+            </div>
+          ))}
+        </div>
+      )}
+
+      {/* Segment Builder Modal */}
+        <Modal isOpen={showBuilder} onClose={() => setShowBuilder(false)} title={editingSegment ? 'Edit Segment' : 'New Segment'} size="xl">
+          <div className="space-y-5">
+            <div className="grid grid-cols-1 md:grid-cols-3 gap-4">
+              <div>
+                <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Segment Name</label>
+                <input value={segmentName} onChange={e => setSegmentName(e.target.value)}
+                  placeholder="e.g., High-value active clients"
+                  className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100" />
+              </div>
+              <div>
+                <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Description</label>
+                <input value={segmentDesc} onChange={e => setSegmentDesc(e.target.value)}
+                  placeholder="Optional description"
+                  className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100" />
+              </div>
+              <div>
+                <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Color</label>
+                <div className="flex gap-2">
+                  {SEGMENT_COLORS.map(c => (
+                    <button key={c} onClick={() => setSegmentColor(c)}
+                      className={`w-7 h-7 rounded-full border-2 transition-transform ${segmentColor === c ? 'border-slate-900 dark:border-white scale-110' : 'border-transparent'}`}
+                      style={{ backgroundColor: c }} />
+                  ))}
+                </div>
+              </div>
+            </div>
+
+            <FilterPanel filters={filters} onChange={setFilters} options={options} />
+
+            <div className="flex items-center gap-3">
+              <button onClick={handlePreview} disabled={previewing}
+                className="flex items-center gap-2 px-4 py-2 bg-slate-100 dark:bg-slate-700 text-slate-700 dark:text-slate-300 rounded-lg text-sm hover:bg-slate-200 dark:hover:bg-slate-600 transition-colors">
+                {previewing ? <LoadingSpinner size="sm" /> : <Eye className="w-4 h-4" />}
+                Preview ({activeFilterCount} filter{activeFilterCount !== 1 ? 's' : ''})
+              </button>
+              {previewCount !== null && (
+                <span className="text-sm font-medium text-slate-600 dark:text-slate-400">
+                  <Users className="w-4 h-4 inline mr-1" />{previewCount} client{previewCount !== 1 ? 's' : ''} match
+                </span>
+              )}
+            </div>
+
+            {/* Preview results */}
+            {previewClients.length > 0 && (
+              <div className="max-h-60 overflow-y-auto border border-slate-200 dark:border-slate-700 rounded-lg">
+                <table className="w-full text-sm">
+                  <thead className="bg-slate-50 dark:bg-slate-800 sticky top-0">
+                    <tr>
+                      <th className="px-3 py-2 text-left text-xs font-medium text-slate-500 dark:text-slate-400">Name</th>
+                      <th className="px-3 py-2 text-left text-xs font-medium text-slate-500 dark:text-slate-400">Email</th>
+                      <th className="px-3 py-2 text-left text-xs font-medium text-slate-500 dark:text-slate-400">Company</th>
+                      <th className="px-3 py-2 text-left text-xs font-medium text-slate-500 dark:text-slate-400">Stage</th>
+                    </tr>
+                  </thead>
+                  <tbody className="divide-y divide-slate-100 dark:divide-slate-700">
+                    {previewClients.slice(0, 20).map(c => (
+                      <tr key={c.id} className="hover:bg-slate-50 dark:hover:bg-slate-800/50">
+                        <td className="px-3 py-2 text-slate-900 dark:text-slate-100">{c.firstName} {c.lastName}</td>
+                        <td className="px-3 py-2 text-slate-500 dark:text-slate-400">{c.email || '—'}</td>
+                        <td className="px-3 py-2 text-slate-500 dark:text-slate-400">{c.company || '—'}</td>
+                        <td className="px-3 py-2">
+                          <span className="px-2 py-0.5 rounded text-xs bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300">{c.stage || 'lead'}</span>
+                        </td>
+                      </tr>
+                    ))}
+                  </tbody>
+                </table>
+                {previewClients.length > 20 && (
+                  <p className="px-3 py-2 text-xs text-slate-400 text-center">Showing 20 of {previewClients.length}</p>
+                )}
+              </div>
+            )}
+
+            <div className="flex justify-end gap-3 pt-2">
+              <button onClick={() => setShowBuilder(false)}
+                className="px-4 py-2 text-sm text-slate-600 dark:text-slate-300 hover:bg-slate-100 dark:hover:bg-slate-700 rounded-lg transition-colors">
+                Cancel
+              </button>
+              <button onClick={handleSave} disabled={saving || !segmentName}
+                className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 disabled:opacity-50 transition-colors">
+                {saving ? <LoadingSpinner size="sm" className="text-white" /> : <Save className="w-4 h-4" />}
+                {editingSegment ? 'Update' : 'Save'} Segment
+              </button>
+            </div>
+          </div>
+        </Modal>
+    </div>
+  );
+}

src/pages/SettingsPage.tsx

@@ -2,8 +2,9 @@ import { useEffect, useState } from 'react';
 import { api } from '@/lib/api';
 import { useAuthStore } from '@/stores/auth';
 import type { Profile } from '@/types';
-import { Save, User, Lock, Mail, CheckCircle2, AlertCircle } from 'lucide-react';
+import { Save, User, Lock, Mail, CheckCircle2, AlertCircle, MessageSquare, Plus, X } from 'lucide-react';
 import LoadingSpinner, { PageLoader } from '@/components/LoadingSpinner';
+import type { CommunicationStyle } from '@/types';
 
 function StatusMessage({ type, message }: { type: 'success' | 'error'; message: string }) {
   return (
@@ -33,10 +34,26 @@ export default function SettingsPage() {
   const [passwordSaving, setPasswordSaving] = useState(false);
   const [passwordStatus, setPasswordStatus] = useState<{ type: 'success' | 'error'; message: string } | null>(null);
 
+  // Communication style
+  const [commStyle, setCommStyle] = useState<CommunicationStyle>({
+    tone: 'friendly',
+    greeting: '',
+    signoff: '',
+    writingSamples: [],
+    avoidWords: [],
+  });
+  const [styleSaving, setStyleSaving] = useState(false);
+  const [styleStatus, setStyleStatus] = useState<{ type: 'success' | 'error'; message: string } | null>(null);
+  const [newAvoidWord, setNewAvoidWord] = useState('');
+
   useEffect(() => {
-    api.getProfile().then((p) => {
+    Promise.all([
+      api.getProfile(),
+      api.getCommunicationStyle(),
+    ]).then(([p, style]) => {
       setProfile(p);
       setNewEmail(p.email || '');
+      setCommStyle(style);
       setLoading(false);
     }).catch(() => setLoading(false));
   }, []);
@@ -51,8 +68,8 @@ export default function SettingsPage() {
       setProfile(updated);
       setProfileStatus({ type: 'success', message: 'Profile saved' });
       setTimeout(() => setProfileStatus(null), 3000);
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setProfileStatus({ type: 'error', message: err.message || 'Failed to save' });
+      setProfileStatus({ type: 'error', message: err instanceof Error ? err.message : 'Failed to save' });
     } finally {
       setSaving(false);
     }
@@ -69,8 +86,8 @@ export default function SettingsPage() {
       setProfile(prev => prev ? { ...prev, email: newEmail } : prev);
       setEmailStatus({ type: 'success', message: 'Email updated' });
       setTimeout(() => setEmailStatus(null), 3000);
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setEmailStatus({ type: 'error', message: err.message || 'Failed to update email' });
+      setEmailStatus({ type: 'error', message: err instanceof Error ? err.message : 'Failed to update email' });
     } finally {
       setEmailSaving(false);
     }
@@ -95,8 +112,8 @@ export default function SettingsPage() {
       setConfirmPassword('');
       setPasswordStatus({ type: 'success', message: 'Password changed' });
       setTimeout(() => setPasswordStatus(null), 3000);
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setPasswordStatus({ type: 'error', message: err.message || 'Failed to change password' });
+      setPasswordStatus({ type: 'error', message: err instanceof Error ? err.message : 'Failed to change password' });
     } finally {
       setPasswordSaving(false);
     }
@@ -296,6 +313,167 @@ export default function SettingsPage() {
           </div>
         </div>
       </form>
+
+      {/* Communication Style */}
+      <form onSubmit={async (e) => {
+        e.preventDefault();
+        setStyleSaving(true);
+        setStyleStatus(null);
+        try {
+          const updated = await api.updateCommunicationStyle(commStyle);
+          setCommStyle(updated);
+          setStyleStatus({ type: 'success', message: 'Communication style saved' });
+          setTimeout(() => setStyleStatus(null), 3000);
+        } catch (err: unknown) {
+          setStyleStatus({ type: 'error', message: err instanceof Error ? err.message : 'Failed to save' });
+        } finally {
+          setStyleSaving(false);
+        }
+      }}>
+        <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-6 space-y-5">
+          <div className="flex items-center gap-3 pb-4 border-b border-slate-100 dark:border-slate-700">
+            <div className="w-10 h-10 bg-purple-100 dark:bg-purple-900/50 text-purple-700 dark:text-purple-300 rounded-lg flex items-center justify-center">
+              <MessageSquare className="w-5 h-5" />
+            </div>
+            <div>
+              <h2 className="font-semibold text-slate-900 dark:text-slate-100">Communication Style</h2>
+              <p className="text-xs text-slate-500 dark:text-slate-400">Customize how AI writes emails for you</p>
+            </div>
+          </div>
+
+          {/* Tone */}
+          <div>
+            <label className={labelClass}>Tone</label>
+            <div className="flex gap-3">
+              {(['formal', 'friendly', 'casual'] as const).map(tone => (
+                <button
+                  key={tone}
+                  type="button"
+                  onClick={() => setCommStyle({ ...commStyle, tone })}
+                  className={`px-4 py-2 rounded-lg text-sm font-medium border transition-colors ${
+                    commStyle.tone === tone
+                      ? 'bg-purple-100 dark:bg-purple-900/30 border-purple-300 dark:border-purple-700 text-purple-700 dark:text-purple-300'
+                      : 'bg-white dark:bg-slate-800 border-slate-300 dark:border-slate-600 text-slate-600 dark:text-slate-400 hover:border-purple-300 dark:hover:border-purple-600'
+                  }`}
+                >
+                  {tone.charAt(0).toUpperCase() + tone.slice(1)}
+                </button>
+              ))}
+            </div>
+          </div>
+
+          {/* Greeting & Sign-off */}
+          <div className="grid grid-cols-1 sm:grid-cols-2 gap-4">
+            <div>
+              <label className={labelClass}>Greeting</label>
+              <input
+                value={commStyle.greeting}
+                onChange={(e) => setCommStyle({ ...commStyle, greeting: e.target.value })}
+                placeholder="e.g., Hi, Hello, Dear"
+                className={inputClass}
+              />
+            </div>
+            <div>
+              <label className={labelClass}>Sign-off</label>
+              <input
+                value={commStyle.signoff}
+                onChange={(e) => setCommStyle({ ...commStyle, signoff: e.target.value })}
+                placeholder="e.g., Best regards, Cheers, Warm regards"
+                className={inputClass}
+              />
+            </div>
+          </div>
+
+          {/* Writing Samples */}
+          <div>
+            <label className={labelClass}>Writing Samples <span className="font-normal text-slate-400">(up to 3)</span></label>
+            <p className="text-xs text-slate-400 mb-2">Paste examples of your actual emails so AI can match your style</p>
+            {[0, 1, 2].map(i => (
+              <textarea
+                key={i}
+                value={commStyle.writingSamples[i] || ''}
+                onChange={(e) => {
+                  const samples = [...commStyle.writingSamples];
+                  samples[i] = e.target.value;
+                  setCommStyle({ ...commStyle, writingSamples: samples.filter(Boolean) });
+                }}
+                rows={3}
+                placeholder={`Writing sample ${i + 1}...`}
+                className={`${inputClass} mb-2 text-sm`}
+              />
+            ))}
+          </div>
+
+          {/* Avoid Words */}
+          <div>
+            <label className={labelClass}>Words to Avoid</label>
+            <div className="flex flex-wrap gap-2 mb-2">
+              {commStyle.avoidWords.map((word, i) => (
+                <span key={i} className="flex items-center gap-1 px-2.5 py-1 bg-red-50 dark:bg-red-900/20 text-red-700 dark:text-red-300 rounded-full text-sm">
+                  {word}
+                  <button
+                    type="button"
+                    onClick={() => setCommStyle({
+                      ...commStyle,
+                      avoidWords: commStyle.avoidWords.filter((_, j) => j !== i),
+                    })}
+                    className="hover:text-red-900 dark:hover:text-red-100"
+                  >
+                    <X className="w-3 h-3" />
+                  </button>
+                </span>
+              ))}
+            </div>
+            <div className="flex gap-2">
+              <input
+                value={newAvoidWord}
+                onChange={(e) => setNewAvoidWord(e.target.value)}
+                onKeyDown={(e) => {
+                  if (e.key === 'Enter') {
+                    e.preventDefault();
+                    if (newAvoidWord.trim() && !commStyle.avoidWords.includes(newAvoidWord.trim())) {
+                      setCommStyle({
+                        ...commStyle,
+                        avoidWords: [...commStyle.avoidWords, newAvoidWord.trim()],
+                      });
+                      setNewAvoidWord('');
+                    }
+                  }
+                }}
+                placeholder="Type a word and press Enter..."
+                className={`${inputClass} flex-1`}
+              />
+              <button
+                type="button"
+                onClick={() => {
+                  if (newAvoidWord.trim() && !commStyle.avoidWords.includes(newAvoidWord.trim())) {
+                    setCommStyle({
+                      ...commStyle,
+                      avoidWords: [...commStyle.avoidWords, newAvoidWord.trim()],
+                    });
+                    setNewAvoidWord('');
+                  }
+                }}
+                className="px-3 py-2 bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 rounded-lg hover:bg-slate-200 dark:hover:bg-slate-600 transition-colors"
+              >
+                <Plus className="w-4 h-4" />
+              </button>
+            </div>
+          </div>
+
+          <div className="flex items-center gap-3">
+            <button
+              type="submit"
+              disabled={styleSaving}
+              className="flex items-center gap-2 px-5 py-2.5 bg-purple-600 text-white rounded-lg text-sm font-medium hover:bg-purple-700 disabled:opacity-50 transition-colors"
+            >
+              {styleSaving ? <LoadingSpinner size="sm" className="text-white" /> : <MessageSquare className="w-4 h-4" />}
+              Save Communication Style
+            </button>
+            {styleStatus && <StatusMessage {...styleStatus} />}
+          </div>
+        </div>
+      </form>
     </div>
   );
 }

src/pages/TagsPage.tsx

@@ -0,0 +1,329 @@
+import { useEffect, useState } from 'react';
+import { useNavigate } from 'react-router-dom';
+import { api } from '@/lib/api';
+import { Tag, Pencil, Trash2, Merge, Users } from 'lucide-react';
+import { cn } from '@/lib/utils';
+import EmptyState from '@/components/EmptyState';
+import { PageLoader } from '@/components/LoadingSpinner';
+import LoadingSpinner from '@/components/LoadingSpinner';
+import Modal from '@/components/Modal';
+
+interface TagInfo {
+  name: string;
+  count: number;
+}
+
+// Hash-based color palette
+const TAG_COLORS = [
+  { bg: 'bg-blue-100 dark:bg-blue-900/40', text: 'text-blue-700 dark:text-blue-300', border: 'border-blue-200 dark:border-blue-800' },
+  { bg: 'bg-emerald-100 dark:bg-emerald-900/40', text: 'text-emerald-700 dark:text-emerald-300', border: 'border-emerald-200 dark:border-emerald-800' },
+  { bg: 'bg-purple-100 dark:bg-purple-900/40', text: 'text-purple-700 dark:text-purple-300', border: 'border-purple-200 dark:border-purple-800' },
+  { bg: 'bg-amber-100 dark:bg-amber-900/40', text: 'text-amber-700 dark:text-amber-300', border: 'border-amber-200 dark:border-amber-800' },
+  { bg: 'bg-pink-100 dark:bg-pink-900/40', text: 'text-pink-700 dark:text-pink-300', border: 'border-pink-200 dark:border-pink-800' },
+  { bg: 'bg-cyan-100 dark:bg-cyan-900/40', text: 'text-cyan-700 dark:text-cyan-300', border: 'border-cyan-200 dark:border-cyan-800' },
+  { bg: 'bg-orange-100 dark:bg-orange-900/40', text: 'text-orange-700 dark:text-orange-300', border: 'border-orange-200 dark:border-orange-800' },
+  { bg: 'bg-indigo-100 dark:bg-indigo-900/40', text: 'text-indigo-700 dark:text-indigo-300', border: 'border-indigo-200 dark:border-indigo-800' },
+  { bg: 'bg-rose-100 dark:bg-rose-900/40', text: 'text-rose-700 dark:text-rose-300', border: 'border-rose-200 dark:border-rose-800' },
+  { bg: 'bg-teal-100 dark:bg-teal-900/40', text: 'text-teal-700 dark:text-teal-300', border: 'border-teal-200 dark:border-teal-800' },
+];
+
+function hashColor(str: string) {
+  let hash = 0;
+  for (let i = 0; i < str.length; i++) {
+    hash = str.charCodeAt(i) + ((hash << 5) - hash);
+  }
+  return TAG_COLORS[Math.abs(hash) % TAG_COLORS.length];
+}
+
+export default function TagsPage() {
+  const navigate = useNavigate();
+  const [tags, setTags] = useState<TagInfo[]>([]);
+  const [isLoading, setIsLoading] = useState(true);
+  const [error, setError] = useState<string | null>(null);
+
+  // Rename modal
+  const [renameTag, setRenameTag] = useState<TagInfo | null>(null);
+  const [newName, setNewName] = useState('');
+  const [renaming, setRenaming] = useState(false);
+
+  // Delete confirm
+  const [deleteTag, setDeleteTag] = useState<TagInfo | null>(null);
+  const [deleting, setDeleting] = useState(false);
+
+  // Merge modal
+  const [showMerge, setShowMerge] = useState(false);
+  const [mergeSelected, setMergeSelected] = useState<Set<string>>(new Set());
+  const [mergeTarget, setMergeTarget] = useState('');
+  const [merging, setMerging] = useState(false);
+
+  const fetchTags = async () => {
+    setIsLoading(true);
+    try {
+      const data = await api.getTags();
+      setTags(data);
+    } catch (err: unknown) {
+      setError(err instanceof Error ? err.message : 'An error occurred');
+    } finally {
+      setIsLoading(false);
+    }
+  };
+
+  useEffect(() => { fetchTags(); }, []);
+
+  const handleRename = async () => {
+    if (!renameTag || !newName.trim()) return;
+    setRenaming(true);
+    try {
+      await api.renameTag(renameTag.name, newName.trim());
+      setRenameTag(null);
+      setNewName('');
+      await fetchTags();
+    } catch (err: unknown) {
+      setError(err instanceof Error ? err.message : 'An error occurred');
+    } finally {
+      setRenaming(false);
+    }
+  };
+
+  const handleDelete = async () => {
+    if (!deleteTag) return;
+    setDeleting(true);
+    try {
+      await api.deleteTag(deleteTag.name);
+      setDeleteTag(null);
+      await fetchTags();
+    } catch (err: unknown) {
+      setError(err instanceof Error ? err.message : 'An error occurred');
+    } finally {
+      setDeleting(false);
+    }
+  };
+
+  const handleMerge = async () => {
+    if (mergeSelected.size < 2 || !mergeTarget.trim()) return;
+    setMerging(true);
+    try {
+      const sourceTags = Array.from(mergeSelected).filter(t => t !== mergeTarget.trim());
+      await api.mergeTags(sourceTags, mergeTarget.trim());
+      setShowMerge(false);
+      setMergeSelected(new Set());
+      setMergeTarget('');
+      await fetchTags();
+    } catch (err: unknown) {
+      setError(err instanceof Error ? err.message : 'An error occurred');
+    } finally {
+      setMerging(false);
+    }
+  };
+
+  if (isLoading) return <PageLoader />;
+
+  return (
+    <div className="max-w-6xl mx-auto space-y-5 animate-fade-in">
+      <div className="flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">Tags</h1>
+          <p className="text-slate-500 dark:text-slate-400 text-sm mt-1">
+            {tags.length} tag{tags.length !== 1 ? 's' : ''} across your clients
+          </p>
+        </div>
+        {tags.length >= 2 && (
+          <button
+            onClick={() => setShowMerge(true)}
+            className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors"
+          >
+            <Merge className="w-4 h-4" />
+            Merge Tags
+          </button>
+        )}
+      </div>
+
+      {error && (
+        <div className="bg-red-50 dark:bg-red-900/20 text-red-700 dark:text-red-300 px-4 py-3 rounded-lg text-sm">
+          {error}
+          <button onClick={() => setError(null)} className="ml-2 underline">dismiss</button>
+        </div>
+      )}
+
+      {tags.length === 0 ? (
+        <EmptyState
+          icon={Tag}
+          title="No tags yet"
+          description="Add tags to your clients to organize them. Tags will appear here."
+        />
+      ) : (
+        <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 xl:grid-cols-4 gap-4">
+          {tags.map((tag) => {
+            const color = hashColor(tag.name);
+            return (
+              <div
+                key={tag.name}
+                className={cn(
+                  'rounded-xl border p-4 transition-all hover:shadow-md dark:hover:shadow-slate-900/50 cursor-pointer group',
+                  color.bg, color.border
+                )}
+              >
+                <div
+                  className="flex items-start justify-between"
+                  onClick={() => navigate(`/clients?tag=${encodeURIComponent(tag.name)}`)}
+                >
+                  <div className="flex-1 min-w-0">
+                    <h3 className={cn('font-semibold truncate', color.text)}>{tag.name}</h3>
+                    <p className="text-sm text-slate-500 dark:text-slate-400 mt-1 flex items-center gap-1">
+                      <Users className="w-3.5 h-3.5" />
+                      {tag.count} client{tag.count !== 1 ? 's' : ''}
+                    </p>
+                  </div>
+                </div>
+                <div className="flex items-center gap-1 mt-3 opacity-0 group-hover:opacity-100 transition-opacity">
+                  <button
+                    onClick={(e) => { e.stopPropagation(); setRenameTag(tag); setNewName(tag.name); }}
+                    className="p-1.5 rounded-lg text-slate-400 hover:bg-white/60 dark:hover:bg-slate-700/60 hover:text-slate-600 dark:hover:text-slate-300 transition-colors"
+                    title="Rename"
+                  >
+                    <Pencil className="w-3.5 h-3.5" />
+                  </button>
+                  <button
+                    onClick={(e) => { e.stopPropagation(); setDeleteTag(tag); }}
+                    className="p-1.5 rounded-lg text-slate-400 hover:bg-red-50 dark:hover:bg-red-900/30 hover:text-red-600 dark:hover:text-red-400 transition-colors"
+                    title="Delete"
+                  >
+                    <Trash2 className="w-3.5 h-3.5" />
+                  </button>
+                </div>
+              </div>
+            );
+          })}
+        </div>
+      )}
+
+      {/* Rename Modal */}
+      <Modal isOpen={!!renameTag} onClose={() => setRenameTag(null)} title="Rename Tag">
+        <div className="space-y-4">
+          <div>
+            <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">
+              Renaming: <span className="font-semibold">{renameTag?.name}</span>
+            </label>
+            <input
+              type="text"
+              value={newName}
+              onChange={(e) => setNewName(e.target.value)}
+              placeholder="New tag name"
+              className="w-full px-3 py-2 bg-white dark:bg-slate-800 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+              autoFocus
+              onKeyDown={(e) => e.key === 'Enter' && handleRename()}
+            />
+          </div>
+          <p className="text-xs text-slate-500 dark:text-slate-400">
+            This will rename the tag across all {renameTag?.count} client{renameTag?.count !== 1 ? 's' : ''}.
+          </p>
+          <div className="flex justify-end gap-2">
+            <button
+              onClick={() => setRenameTag(null)}
+              className="px-4 py-2 text-sm text-slate-700 dark:text-slate-300 bg-slate-100 dark:bg-slate-700 rounded-lg hover:bg-slate-200 dark:hover:bg-slate-600"
+            >
+              Cancel
+            </button>
+            <button
+              onClick={handleRename}
+              disabled={renaming || !newName.trim() || newName.trim() === renameTag?.name}
+              className="px-4 py-2 text-sm text-white bg-blue-600 rounded-lg hover:bg-blue-700 disabled:opacity-50 flex items-center gap-2"
+            >
+              {renaming && <LoadingSpinner />}
+              Rename
+            </button>
+          </div>
+        </div>
+      </Modal>
+
+      {/* Delete Confirm Modal */}
+      <Modal isOpen={!!deleteTag} onClose={() => setDeleteTag(null)} title="Delete Tag">
+        <div className="space-y-4">
+          <p className="text-sm text-slate-700 dark:text-slate-300">
+            Are you sure you want to delete the tag <span className="font-semibold">"{deleteTag?.name}"</span>?
+            It will be removed from {deleteTag?.count} client{deleteTag?.count !== 1 ? 's' : ''}.
+          </p>
+          <div className="flex justify-end gap-2">
+            <button
+              onClick={() => setDeleteTag(null)}
+              className="px-4 py-2 text-sm text-slate-700 dark:text-slate-300 bg-slate-100 dark:bg-slate-700 rounded-lg hover:bg-slate-200 dark:hover:bg-slate-600"
+            >
+              Cancel
+            </button>
+            <button
+              onClick={handleDelete}
+              disabled={deleting}
+              className="px-4 py-2 text-sm text-white bg-red-600 rounded-lg hover:bg-red-700 disabled:opacity-50 flex items-center gap-2"
+            >
+              {deleting && <LoadingSpinner />}
+              Delete
+            </button>
+          </div>
+        </div>
+      </Modal>
+
+      {/* Merge Modal */}
+      <Modal isOpen={showMerge} onClose={() => { setShowMerge(false); setMergeSelected(new Set()); setMergeTarget(''); }} title="Merge Tags" size="lg">
+        <div className="space-y-4">
+          <p className="text-sm text-slate-700 dark:text-slate-300">
+            Select tags to merge, then choose or type the target tag name.
+          </p>
+          <div className="flex flex-wrap gap-2 max-h-48 overflow-y-auto">
+            {tags.map((tag) => {
+              const selected = mergeSelected.has(tag.name);
+              const color = hashColor(tag.name);
+              return (
+                <button
+                  key={tag.name}
+                  onClick={() => {
+                    const next = new Set(mergeSelected);
+                    if (selected) next.delete(tag.name); else next.add(tag.name);
+                    setMergeSelected(next);
+                  }}
+                  className={cn(
+                    'px-3 py-1.5 rounded-lg text-sm font-medium border transition-all',
+                    selected
+                      ? 'bg-blue-600 text-white border-blue-600'
+                      : cn(color.bg, color.text, color.border, 'hover:opacity-80')
+                  )}
+                >
+                  {tag.name} ({tag.count})
+                </button>
+              );
+            })}
+          </div>
+          {mergeSelected.size >= 2 && (
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">
+                Merge into tag name:
+              </label>
+              <input
+                type="text"
+                value={mergeTarget}
+                onChange={(e) => setMergeTarget(e.target.value)}
+                placeholder="Target tag name"
+                className="w-full px-3 py-2 bg-white dark:bg-slate-800 border border-slate-300 dark:border-slate-600 rounded-lg text-sm text-slate-900 dark:text-slate-100 focus:outline-none focus:ring-2 focus:ring-blue-500"
+              />
+            </div>
+          )}
+          <div className="flex justify-end gap-2">
+            <button
+              onClick={() => { setShowMerge(false); setMergeSelected(new Set()); setMergeTarget(''); }}
+              className="px-4 py-2 text-sm text-slate-700 dark:text-slate-300 bg-slate-100 dark:bg-slate-700 rounded-lg hover:bg-slate-200 dark:hover:bg-slate-600"
+            >
+              Cancel
+            </button>
+            <button
+              onClick={handleMerge}
+              disabled={merging || mergeSelected.size < 2 || !mergeTarget.trim()}
+              className="px-4 py-2 text-sm text-white bg-blue-600 rounded-lg hover:bg-blue-700 disabled:opacity-50 flex items-center gap-2"
+            >
+              {merging && <LoadingSpinner />}
+              Merge {mergeSelected.size} Tags
+            </button>
+          </div>
+        </div>
+      </Modal>
+    </div>
+  );
+}

src/pages/TemplatesPage.tsx

@@ -0,0 +1,247 @@
+import { useEffect, useState } from 'react';
+import { api } from '@/lib/api';
+import type { EmailTemplate, EmailTemplateCreate } from '@/types';
+import { Plus, Pencil, Trash2, Star, Copy, FileText, Save } from 'lucide-react';
+import LoadingSpinner, { PageLoader } from '@/components/LoadingSpinner';
+import EmptyState from '@/components/EmptyState';
+import Modal from "@/components/Modal";
+
+const CATEGORIES = [
+  { value: 'follow-up', label: 'Follow-up', color: 'bg-blue-100 text-blue-700 dark:bg-blue-900/40 dark:text-blue-300' },
+  { value: 'birthday', label: 'Birthday', color: 'bg-pink-100 text-pink-700 dark:bg-pink-900/40 dark:text-pink-300' },
+  { value: 'introduction', label: 'Introduction', color: 'bg-green-100 text-green-700 dark:bg-green-900/40 dark:text-green-300' },
+  { value: 'check-in', label: 'Check-in', color: 'bg-amber-100 text-amber-700 dark:bg-amber-900/40 dark:text-amber-300' },
+  { value: 'thank-you', label: 'Thank You', color: 'bg-purple-100 text-purple-700 dark:bg-purple-900/40 dark:text-purple-300' },
+  { value: 'custom', label: 'Custom', color: 'bg-slate-100 text-slate-700 dark:bg-slate-700 dark:text-slate-300' },
+];
+
+function getCategoryStyle(category: string) {
+  return CATEGORIES.find(c => c.value === category)?.color || CATEGORIES[5].color;
+}
+
+function getCategoryLabel(category: string) {
+  return CATEGORIES.find(c => c.value === category)?.label || category;
+}
+
+const PLACEHOLDERS = [
+  { token: '{{firstName}}', desc: "Client's first name" },
+  { token: '{{lastName}}', desc: "Client's last name" },
+  { token: '{{company}}', desc: "Client's company" },
+  { token: '{{role}}', desc: "Client's role/title" },
+];
+
+export default function TemplatesPage() {
+  const [templates, setTemplates] = useState<EmailTemplate[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [filterCategory, setFilterCategory] = useState<string>('');
+  const [showEditor, setShowEditor] = useState(false);
+  const [editingTemplate, setEditingTemplate] = useState<EmailTemplate | null>(null);
+  const [saving, setSaving] = useState(false);
+
+  // Form state
+  const [form, setForm] = useState<EmailTemplateCreate>({
+    name: '', category: 'follow-up', subject: '', content: '', isDefault: false,
+  });
+
+  useEffect(() => {
+    loadTemplates();
+  }, [filterCategory]);
+
+  const loadTemplates = async () => {
+    try {
+      const data = await api.getTemplates(filterCategory || undefined);
+      setTemplates(data);
+    } finally {
+      setLoading(false);
+    }
+  };
+
+  const openNew = () => {
+    setEditingTemplate(null);
+    setForm({ name: '', category: 'follow-up', subject: '', content: '', isDefault: false });
+    setShowEditor(true);
+  };
+
+  const openEdit = (t: EmailTemplate) => {
+    setEditingTemplate(t);
+    setForm({ name: t.name, category: t.category, subject: t.subject, content: t.content, isDefault: t.isDefault });
+    setShowEditor(true);
+  };
+
+  const handleSave = async () => {
+    setSaving(true);
+    try {
+      if (editingTemplate) {
+        await api.updateTemplate(editingTemplate.id, form);
+      } else {
+        await api.createTemplate(form);
+      }
+      setShowEditor(false);
+      await loadTemplates();
+    } finally {
+      setSaving(false);
+    }
+  };
+
+  const handleDelete = async (id: string) => {
+    if (!confirm('Delete this template?')) return;
+    await api.deleteTemplate(id);
+    loadTemplates();
+  };
+
+  const handleDuplicate = async (t: EmailTemplate) => {
+    await api.createTemplate({
+      name: `${t.name} (Copy)`,
+      category: t.category,
+      subject: t.subject,
+      content: t.content,
+    });
+    loadTemplates();
+  };
+
+  const insertPlaceholder = (token: string) => {
+    setForm(prev => ({ ...prev, content: prev.content + token }));
+  };
+
+  if (loading) return <PageLoader />;
+
+  return (
+    <div className="space-y-6 animate-fade-in">
+      <div className="flex items-center justify-between">
+        <div>
+          <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">Email Templates</h1>
+          <p className="text-sm text-slate-500 dark:text-slate-400 mt-1">
+            Reusable templates with placeholders for quick email drafting
+          </p>
+        </div>
+        <button onClick={openNew}
+          className="flex items-center gap-2 px-4 py-2.5 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 transition-colors">
+          <Plus className="w-4 h-4" /> New Template
+        </button>
+      </div>
+
+      {/* Category Filter */}
+      <div className="flex gap-2 flex-wrap">
+        <button onClick={() => setFilterCategory('')}
+          className={`px-3 py-1.5 rounded-full text-xs font-medium transition-colors ${
+            !filterCategory ? 'bg-slate-900 text-white dark:bg-slate-100 dark:text-slate-900' : 'bg-slate-100 text-slate-600 dark:bg-slate-700 dark:text-slate-300 hover:bg-slate-200 dark:hover:bg-slate-600'
+          }`}>All</button>
+        {CATEGORIES.map(cat => (
+          <button key={cat.value} onClick={() => setFilterCategory(cat.value)}
+            className={`px-3 py-1.5 rounded-full text-xs font-medium transition-colors ${
+              filterCategory === cat.value ? 'bg-slate-900 text-white dark:bg-slate-100 dark:text-slate-900' : `${cat.color} hover:opacity-80`
+            }`}>{cat.label}</button>
+        ))}
+      </div>
+
+      {/* Templates Grid */}
+      {templates.length === 0 ? (
+        <EmptyState
+          icon={FileText}
+          title="No templates yet"
+          description="Create reusable email templates to speed up your workflow"
+          action={{ label: 'Create Template', onClick: openNew }}
+        />
+      ) : (
+        <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
+          {templates.map(t => (
+            <div key={t.id} className="group bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl p-5 hover:shadow-md transition-shadow">
+              <div className="flex items-start justify-between mb-3">
+                <div className="flex items-center gap-2">
+                  <span className={`px-2 py-0.5 rounded-full text-xs font-medium ${getCategoryStyle(t.category)}`}>
+                    {getCategoryLabel(t.category)}
+                  </span>
+                  {t.isDefault && <Star className="w-3.5 h-3.5 text-amber-500 fill-amber-500" />}
+                </div>
+                <div className="flex gap-1 opacity-0 group-hover:opacity-100 transition-opacity">
+                  <button onClick={() => handleDuplicate(t)} title="Duplicate"
+                    className="p-1.5 text-slate-400 hover:text-blue-600 dark:hover:text-blue-400">
+                    <Copy className="w-3.5 h-3.5" />
+                  </button>
+                  <button onClick={() => openEdit(t)} title="Edit"
+                    className="p-1.5 text-slate-400 hover:text-blue-600 dark:hover:text-blue-400">
+                    <Pencil className="w-3.5 h-3.5" />
+                  </button>
+                  <button onClick={() => handleDelete(t.id)} title="Delete"
+                    className="p-1.5 text-slate-400 hover:text-red-600 dark:hover:text-red-400">
+                    <Trash2 className="w-3.5 h-3.5" />
+                  </button>
+                </div>
+              </div>
+              <h3 className="font-semibold text-slate-900 dark:text-slate-100 mb-1">{t.name}</h3>
+              <p className="text-xs text-slate-500 dark:text-slate-400 mb-2 font-medium">Subject: {t.subject}</p>
+              <p className="text-sm text-slate-600 dark:text-slate-300 line-clamp-3">{t.content}</p>
+              <div className="mt-3 text-xs text-slate-400">
+                Used {t.usageCount} time{t.usageCount !== 1 ? 's' : ''}
+              </div>
+            </div>
+          ))}
+        </div>
+      )}
+
+      {/* Template Editor Modal */}
+        <Modal isOpen={showEditor} onClose={() => setShowEditor(false)} title={editingTemplate ? 'Edit Template' : 'New Template'} size="lg">
+          <div className="space-y-4">
+            <div className="grid grid-cols-2 gap-4">
+              <div>
+                <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Name</label>
+                <input value={form.name} onChange={e => setForm({ ...form, name: e.target.value })}
+                  placeholder="e.g., Monthly Check-in"
+                  className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 focus:ring-2 focus:ring-blue-500 focus:outline-none" />
+              </div>
+              <div>
+                <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Category</label>
+                <select value={form.category} onChange={e => setForm({ ...form, category: e.target.value })}
+                  className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 focus:ring-2 focus:ring-blue-500 focus:outline-none">
+                  {CATEGORIES.map(c => <option key={c.value} value={c.value}>{c.label}</option>)}
+                </select>
+              </div>
+            </div>
+
+            <div>
+              <label className="block text-sm font-medium text-slate-700 dark:text-slate-300 mb-1">Subject</label>
+              <input value={form.subject} onChange={e => setForm({ ...form, subject: e.target.value })}
+                placeholder="e.g., Checking in, {{firstName}}"
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 focus:ring-2 focus:ring-blue-500 focus:outline-none" />
+            </div>
+
+            <div>
+              <div className="flex items-center justify-between mb-1">
+                <label className="block text-sm font-medium text-slate-700 dark:text-slate-300">Content</label>
+                <div className="flex gap-1">
+                  {PLACEHOLDERS.map(p => (
+                    <button key={p.token} onClick={() => insertPlaceholder(p.token)} title={p.desc}
+                      className="px-2 py-0.5 text-xs bg-slate-100 dark:bg-slate-700 text-slate-600 dark:text-slate-300 rounded hover:bg-blue-100 dark:hover:bg-blue-900/40 transition-colors">
+                      {p.token}
+                    </button>
+                  ))}
+                </div>
+              </div>
+              <textarea value={form.content} onChange={e => setForm({ ...form, content: e.target.value })}
+                rows={10} placeholder="Write your template content here. Use {{firstName}}, {{lastName}}, etc."
+                className="w-full px-3 py-2 border border-slate-300 dark:border-slate-600 rounded-lg text-sm bg-white dark:bg-slate-800 text-slate-900 dark:text-slate-100 focus:ring-2 focus:ring-blue-500 focus:outline-none font-mono" />
+            </div>
+
+            <label className="flex items-center gap-2 text-sm text-slate-700 dark:text-slate-300">
+              <input type="checkbox" checked={form.isDefault || false}
+                onChange={e => setForm({ ...form, isDefault: e.target.checked })}
+                className="rounded border-slate-300 dark:border-slate-600" />
+              Set as default for this category
+            </label>
+
+            <div className="flex justify-end gap-3 pt-2">
+              <button onClick={() => setShowEditor(false)}
+                className="px-4 py-2 text-sm text-slate-600 dark:text-slate-300 hover:bg-slate-100 dark:hover:bg-slate-700 rounded-lg transition-colors">
+                Cancel
+              </button>
+              <button onClick={handleSave} disabled={saving || !form.name || !form.subject || !form.content}
+                className="flex items-center gap-2 px-4 py-2 bg-blue-600 text-white rounded-lg text-sm font-medium hover:bg-blue-700 disabled:opacity-50 transition-colors">
+                {saving ? <LoadingSpinner size="sm" className="text-white" /> : <Save className="w-4 h-4" />}
+                {editingTemplate ? 'Update' : 'Create'}
+              </button>
+            </div>
+          </div>
+        </Modal>
+    </div>
+  );
+}

src/stores/clients.ts

@@ -40,8 +40,8 @@ export const useClientsStore = create<ClientsState>()((set, get) => ({
         tag: selectedTag || undefined,
       });
       set({ clients, isLoading: false });
-    } catch (err: any) {
+    } catch (err: unknown) {
-      set({ error: err.message, isLoading: false });
+      set({ error: (err instanceof Error ? err.message : 'An error occurred'), isLoading: false });
     }
   },
 
@@ -50,8 +50,8 @@ export const useClientsStore = create<ClientsState>()((set, get) => ({
     try {
       const client = await api.getClient(id);
       set({ selectedClient: client, isLoading: false });
-    } catch (err: any) {
+    } catch (err: unknown) {
-      set({ error: err.message, isLoading: false });
+      set({ error: (err instanceof Error ? err.message : 'An error occurred'), isLoading: false });
     }
   },
 

src/stores/emails.ts

@@ -32,8 +32,8 @@ export const useEmailsStore = create<EmailsState>()((set) => ({
     try {
       const emails = await api.getEmails(params);
       set({ emails, isLoading: false });
-    } catch (err: any) {
+    } catch (err: unknown) {
-      set({ error: err.message, isLoading: false });
+      set({ error: (err instanceof Error ? err.message : 'An error occurred'), isLoading: false });
     }
   },
 
@@ -43,8 +43,8 @@ export const useEmailsStore = create<EmailsState>()((set) => ({
       const email = await api.generateEmail({ clientId, purpose, provider });
       set((state) => ({ emails: [email, ...state.emails], isGenerating: false }));
       return email;
-    } catch (err: any) {
+    } catch (err: unknown) {
-      set({ error: err.message, isGenerating: false });
+      set({ error: (err instanceof Error ? err.message : 'An error occurred'), isGenerating: false });
       throw err;
     }
   },
@@ -55,8 +55,8 @@ export const useEmailsStore = create<EmailsState>()((set) => ({
       const email = await api.generateBirthdayEmail(clientId, provider);
       set((state) => ({ emails: [email, ...state.emails], isGenerating: false }));
       return email;
-    } catch (err: any) {
+    } catch (err: unknown) {
-      set({ error: err.message, isGenerating: false });
+      set({ error: (err instanceof Error ? err.message : 'An error occurred'), isGenerating: false });
       throw err;
     }
   },

src/stores/events.ts

@@ -30,8 +30,8 @@ export const useEventsStore = create<EventsState>()((set) => ({
     try {
       const events = await api.getEvents(params);
       set({ events, isLoading: false });
-    } catch (err: any) {
+    } catch (err: unknown) {
-      set({ error: err.message, isLoading: false });
+      set({ error: (err instanceof Error ? err.message : 'An error occurred'), isLoading: false });
     }
   },
 
@@ -61,8 +61,8 @@ export const useEventsStore = create<EventsState>()((set) => ({
       await api.syncAllEvents();
       const events = await api.getEvents();
       set({ events, isLoading: false });
-    } catch (err: any) {
+    } catch (err: unknown) {
-      set({ error: err.message, isLoading: false });
+      set({ error: (err instanceof Error ? err.message : 'An error occurred'), isLoading: false });
     }
   },
 

src/types/index.ts

@@ -40,6 +40,7 @@ export interface Client {
   };
   notes?: string;
   tags?: string[];
+  stage?: 'lead' | 'prospect' | 'onboarding' | 'active' | 'inactive';
   lastContacted?: string;
   createdAt: string;
   updatedAt: string;
@@ -66,6 +67,17 @@ export interface ClientCreate {
   };
   notes?: string;
   tags?: string[];
+  stage?: 'lead' | 'prospect' | 'onboarding' | 'active' | 'inactive';
+}
+
+export interface ClientNote {
+  id: string;
+  clientId: string;
+  userId: string;
+  content: string;
+  pinned: boolean;
+  createdAt: string;
+  updatedAt: string;
 }
 
 export interface Event {
@@ -137,7 +149,7 @@ export interface ActivityItem {
   title: string;
   description?: string;
   date: string;
-  metadata?: Record<string, any>;
+  metadata?: Record<string, unknown>;
 }
 
 export interface InsightsData {
@@ -194,6 +206,157 @@ export interface ImportResult {
   errors: string[];
 }
 
+export interface Notification {
+  id: string;
+  userId: string;
+  type: string; // 'event_reminder' | 'interaction' | 'system'
+  title: string;
+  message: string;
+  read: boolean;
+  clientId?: string;
+  eventId?: string;
+  client?: { id: string; firstName: string; lastName: string } | null;
+  createdAt: string;
+}
+
+export interface Interaction {
+  id: string;
+  userId: string;
+  clientId: string;
+  type: 'call' | 'meeting' | 'email' | 'note' | 'other';
+  title: string;
+  description?: string;
+  duration?: number; // minutes
+  contactedAt: string;
+  createdAt: string;
+  client?: { id: string; firstName: string; lastName: string };
+}
+
+export interface BulkEmailResult {
+  batchId: string;
+  results: Array<{
+    clientId: string;
+    email?: Email;
+    error?: string;
+    success: boolean;
+  }>;
+  total: number;
+  generated: number;
+}
+
+export interface EmailTemplate {
+  id: string;
+  userId: string;
+  name: string;
+  category: string;
+  subject: string;
+  content: string;
+  isDefault: boolean;
+  usageCount: number;
+  createdAt: string;
+  updatedAt: string;
+}
+
+export interface EmailTemplateCreate {
+  name: string;
+  category: string;
+  subject: string;
+  content: string;
+  isDefault?: boolean;
+}
+
+export interface SegmentFilters {
+  stages?: string[];
+  tags?: string[];
+  industries?: string[];
+  cities?: string[];
+  states?: string[];
+  lastContactedBefore?: string;
+  lastContactedAfter?: string;
+  createdBefore?: string;
+  createdAfter?: string;
+  hasEmail?: boolean;
+  hasPhone?: boolean;
+  search?: string;
+}
+
+export interface ClientSegment {
+  id: string;
+  userId: string;
+  name: string;
+  description?: string;
+  filters: SegmentFilters;
+  color: string;
+  pinned: boolean;
+  createdAt: string;
+  updatedAt: string;
+  clientCount?: number;
+  clients?: Client[];
+}
+
+export interface FilterOptions {
+  industries: string[];
+  cities: string[];
+  states: string[];
+  tags: string[];
+  stages: string[];
+}
+
+export interface AuditLog {
+  id: string;
+  userId: string | null;
+  action: string;
+  entityType: string;
+  entityId: string | null;
+  details: Record<string, unknown> | null;
+  ipAddress: string | null;
+  userAgent: string | null;
+  createdAt: string;
+  userName?: string;
+  userEmail?: string;
+}
+
+export interface AuditLogsResponse {
+  logs: AuditLog[];
+  total: number;
+  page: number;
+  limit: number;
+  totalPages: number;
+}
+
+export interface MeetingPrep {
+  client: {
+    name: string;
+    company: string;
+    role: string;
+    industry: string;
+    stage: string;
+    interests: string[];
+    family?: { spouse?: string; children?: string[] } | null;
+    daysSinceLastContact: number;
+  };
+  healthScore: number;
+  importantDates: { type: string; date: string; label: string }[];
+  recentInteractions: { type: string; title: string; description?: string; date: string }[];
+  recentEmails: { subject?: string; status?: string; date: string }[];
+  upcomingEvents: { id: string; type: string; title: string; date: string }[];
+  notes: { id: string; content: string; pinned: boolean; createdAt: string }[];
+  aiTalkingPoints: {
+    summary: string;
+    suggestedTopics: string[];
+    conversationStarters: string[];
+    followUpItems: string[];
+  };
+}
+
+export interface CommunicationStyle {
+  tone: 'formal' | 'friendly' | 'casual';
+  greeting: string;
+  signoff: string;
+  writingSamples: string[];
+  avoidWords: string[];
+}
+
 export interface Invite {
   id: string;
   email: string;