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

@@ -42,8 +42,8 @@ jobs:
     steps:
       - name: Deploy to Dokploy
         run: |
-          curl -fsSL -X POST "${{ secrets.DOKPLOY_URL }}/api/application.deploy" \
+          curl -fsSL -X POST "${{ secrets.DOKPLOY_URL }}/api/compose.deploy" \
             -H "Content-Type: application/json" \
             -H "x-api-key: ${{ secrets.DOKPLOY_API_TOKEN }}" \
-            -d '{"applicationId": "${{ secrets.DOKPLOY_APP_ID }}"}'
+            -d '{"composeId": "${{ secrets.DOKPLOY_COMPOSE_ID }}"}'
           echo "Deploy triggered on Dokploy"

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

@@ -4,7 +4,8 @@ import { useAuthStore } from '@/stores/auth';
 import Layout from '@/components/Layout';
 import { PageLoader } from '@/components/LoadingSpinner';
 import ErrorBoundary from '@/components/ErrorBoundary';
-import { ToastContainer, toast } from '@/components/Toast';
+import { ToastContainer } from '@/components/Toast';
+import { toast } from '@/lib/toast';
 import { api } from '@/lib/api';
 
 const LoginPage = lazy(() => import('@/pages/LoginPage'));
@@ -24,6 +25,9 @@ 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();
@@ -81,6 +85,9 @@ export default function App() {
             <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>

src/components/BulkEmailModal.tsx

@@ -3,7 +3,7 @@ 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, X, Users, ChevronLeft, ChevronRight } from 'lucide-react';
+import { Sparkles, Send, CheckCircle2, XCircle, Search, Users, ChevronLeft, ChevronRight } from 'lucide-react';
 import { cn } from '@/lib/utils';
 
 interface BulkEmailModalProps {
@@ -230,7 +230,7 @@ export default function BulkEmailModal({ isOpen, onClose, clients, onComplete }:
               <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="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>

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

@@ -34,7 +34,7 @@ export default function ClientForm({ initialData, onSubmit, loading }: ClientFor
   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())) {
@@ -57,7 +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;

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/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/Layout.tsx

@@ -5,8 +5,8 @@ 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,
+  FileText, Bookmark, ScrollText, Tag, Zap, Database,
 } from 'lucide-react';
 import NotificationBell from './NotificationBell';
 import CommandPalette from './CommandPalette';
@@ -22,7 +22,10 @@ const baseNavItems = [
   { 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 },
 ];
 

src/components/MeetingPrepModal.tsx

@@ -36,15 +36,29 @@ export default function MeetingPrepModal({ isOpen, onClose, clientId, clientName
   const [error, setError] = useState('');
 
   useEffect(() => {
-    if (isOpen && clientId) {
+    if (!isOpen || !clientId) return;
-      setLoading(true);
+    let cancelled = false;
-      setError('');
+    const fetchPrep = async () => {
-      setPrep(null);
+      try {
-      api.getMeetingPrep(clientId)
+        const data = await api.getMeetingPrep(clientId);
-        .then(setPrep)
+        if (!cancelled) {
-        .catch(err => setError(err.message || 'Failed to generate meeting prep'))
+          setPrep(data);
-        .finally(() => setLoading(false));
+          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 = () => {

src/components/NotificationBell.tsx

@@ -2,7 +2,7 @@ import { useEffect, useState, useRef } from 'react';
 import { Link } from 'react-router-dom';
 import { api } from '@/lib/api';
 import type { Notification } from '@/types';
-import { Bell, Clock, X, CheckCheck, Trash2, User } from 'lucide-react';
+import { Bell, Clock, X, CheckCheck, User } from 'lucide-react';
 import { cn } from '@/lib/utils';
 
 const typeColors: Record<string, string> = {
@@ -28,7 +28,18 @@ export default function NotificationBell() {
   const [open, setOpen] = useState(false);
   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, 60 * 1000); // poll every minute
     return () => clearInterval(interval);
@@ -44,22 +55,12 @@ export default function NotificationBell() {
     return () => document.removeEventListener('mousedown', handleClick);
   }, [open]);
 
-  const fetchNotifications = async () => {
-    try {
-      const data = await api.getNotifications({ limit: 30 });
-      setNotifications(data.notifications || []);
-      setUnreadCount(data.unreadCount || 0);
-    } catch {
-      // Silently fail - API might not have notifications table yet
-    }
-  };
-
   const markRead = async (id: string) => {
     try {
       await api.markNotificationRead(id);
       setNotifications(prev => prev.map(n => n.id === id ? { ...n, read: true } : n));
       setUnreadCount(prev => Math.max(0, prev - 1));
-    } catch {}
+    } catch { /* silently handled */ }
   };
 
   const markAllRead = async () => {
@@ -67,7 +68,7 @@ export default function NotificationBell() {
       await api.markAllNotificationsRead();
       setNotifications(prev => prev.map(n => ({ ...n, read: true })));
       setUnreadCount(0);
-    } catch {}
+    } catch { /* silently handled */ }
   };
 
   const remove = async (id: string) => {
@@ -76,7 +77,7 @@ export default function NotificationBell() {
       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 {}
+    } catch { /* silently handled */ }
   };
 
   return (

src/components/OnboardingWizard.tsx

@@ -2,8 +2,8 @@ import { useState } from 'react';
 import { api } from '@/lib/api';
 import { cn } from '@/lib/utils';
 import {
-  Sparkles, User, UserPlus, MessageSquare, Compass,
+  Sparkles, UserPlus, MessageSquare, Compass,
-  ChevronRight, ChevronLeft, X, Check,
+  ChevronRight, ChevronLeft, Check,
 } from 'lucide-react';
 import LoadingSpinner from '@/components/LoadingSpinner';
 
@@ -112,8 +112,6 @@ export default function OnboardingWizard({ userName, onComplete }: OnboardingWiz
     }
   };
 
-  const currentStep = STEPS[step];
-
   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">

src/components/Toast.tsx

@@ -1,42 +1,11 @@
 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';
 
-export type ToastType = 'success' | 'error' | 'warning' | 'info';
+// Types and functions re-exported from @/lib/toast for backward compat
-
+// Import directly from @/lib/toast for non-component usage
-interface ToastItem {
-  id: string;
-  type: ToastType;
-  message: string;
-  duration?: number;
-}
-
-// Global toast state
-let toastListeners: ((toasts: ToastItem[]) => void)[] = [];
-let toasts: ToastItem[] = [];
-
-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 = [...toasts, { id, type, message, duration }];
-  notifyListeners();
-
-  if (duration > 0) {
-    setTimeout(() => {
-      toasts = toasts.filter(t => t.id !== id);
-      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);
 
 const iconMap = {
   success: CheckCircle2,
@@ -65,12 +34,14 @@ export function ToastContainer() {
   useEffect(() => {
     toastListeners.push(setItems);
     return () => {
-      toastListeners = toastListeners.filter(fn => fn !== setItems);
+      const idx = toastListeners.indexOf(setItems);
+      if (idx >= 0) toastListeners.splice(idx, 1);
     };
   }, []);
 
   const dismiss = useCallback((id: string) => {
-    toasts = toasts.filter(t => t.id !== id);
+    const idx = globalToasts.findIndex(t => t.id === id);
+    if (idx >= 0) globalToasts.splice(idx, 1);
     notifyListeners();
   }, []);
 

src/lib/api.ts

@@ -1,12 +1,10 @@
 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';
 
@@ -442,27 +440,27 @@ class ApiClient {
   }
 
   // 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 getNotificationsLegacy(): Promise<any> {
+  async getNotificationsLegacy(): Promise<unknown> {
     return this.fetch('/reports/notifications');
   }
 
@@ -687,6 +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

@@ -3,10 +3,9 @@ import { api } from '@/lib/api';
 import type { AuditLog, User } from '@/types';
 import {
   Shield, Search, ChevronDown, ChevronRight, ChevronLeft,
-  Filter, Calendar, User as UserIcon, Activity,
+  Filter, User as UserIcon, Activity,
 } from 'lucide-react';
 import { PageLoader } from '@/components/LoadingSpinner';
-import { formatDate } from '@/lib/utils';
 
 const ACTION_COLORS: Record<string, string> = {
   create: 'bg-emerald-100 dark:bg-emerald-900/30 text-emerald-700 dark:text-emerald-300',

src/pages/ClientDetailPage.tsx

@@ -2,11 +2,12 @@ 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';
@@ -18,6 +19,11 @@ 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() {
@@ -27,12 +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' | 'notes' | 'activity' | 'events' | 'emails'>('info');
+  const [activeTab, setActiveTab] = useState<'info' | 'notes' | 'activity' | 'events' | 'emails' | 'documents' | 'goals' | 'referrals'>('info');
-  const [interactions, setInteractions] = useState<Interaction[]>([]);
+  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();
 
@@ -65,7 +72,7 @@ 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);
   };
@@ -73,6 +80,9 @@ export default function ClientDetailPage() {
   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 },
@@ -91,9 +101,12 @@ export default function ClientDetailPage() {
               {getInitials(client.firstName, client.lastName)}
             </div>
             <div className="flex-1 min-w-0">
-              <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">
+              <div className="flex items-center gap-3">
-                {client.firstName} {client.lastName}
+                <h1 className="text-2xl font-bold text-slate-900 dark:text-slate-100">
-              </h1>
+                  {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}
@@ -104,7 +117,7 @@ export default function ClientDetailPage() {
                   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 any);
+                  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>)
@@ -130,6 +143,10 @@ export default function ClientDetailPage() {
             <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'}`}
@@ -267,6 +284,18 @@ export default function ClientDetailPage() {
         <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} ${client.lastName}`} />
+      )}
+
       {activeTab === 'activity' && (
         <div className="bg-white dark:bg-slate-800 border border-slate-200 dark:border-slate-700 rounded-xl">
           {activities.length === 0 ? (
@@ -384,6 +413,17 @@ export default function ClientDetailPage() {
           }
         }}
       />
+
+      {/* Duplicates Modal */}
+      <DuplicatesModal
+        isOpen={showDuplicates}
+        onClose={() => setShowDuplicates(false)}
+        clientId={client.id}
+        clientName={`${client.firstName} ${client.lastName}`}
+        onMerged={() => {
+          if (id) fetchClient(id);
+        }}
+      />
     </div>
   );
 }

src/pages/ClientsPage.tsx

@@ -1,7 +1,8 @@
 import { useEffect, useState, useMemo, useCallback } from 'react';
 import { Link, useLocation, useSearchParams } from 'react-router-dom';
 import { useClientsStore } from '@/stores/clients';
-import { Search, Plus, Users, X, Upload, LayoutGrid, List, Kanban, ChevronLeft, ChevronRight } 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, { StageBadge } from '@/components/Badge';
 import EmptyState from '@/components/EmptyState';
@@ -121,7 +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);

src/pages/DashboardPage.tsx

@@ -3,7 +3,8 @@ import { Link } from 'react-router-dom';
 import { api } from '@/lib/api';
 import type { Client, Event, Email, InsightsData } from '@/types';
 import type { Interaction } from '@/types';
-import { Users, Calendar, Mail, Plus, ArrowRight, Gift, Heart, Clock, AlertTriangle, Sparkles, UserCheck, PhoneForwarded, Star, Phone, FileText, MoreHorizontal } from 'lucide-react';
+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';
@@ -15,6 +16,8 @@ export default function DashboardPage() {
   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();
 
@@ -25,12 +28,16 @@ export default function DashboardPage() {
       api.getEmails({ status: 'draft' }).catch(() => []),
       api.getInsights().catch(() => null),
       api.getRecentInteractions(5).catch(() => []),
-    ]).then(([c, e, em, ins, ri]) => {
+      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);
     });
   }, []);
@@ -296,6 +303,108 @@ export default function DashboardPage() {
         </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">

src/pages/EmailsPage.tsx

@@ -32,7 +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 () => {
@@ -40,7 +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]) => {
@@ -223,7 +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

@@ -2,7 +2,7 @@ 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, X, ChevronDown, ChevronUp } from 'lucide-react';
+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";

src/pages/SettingsPage.tsx

@@ -68,8 +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);
     }
@@ -86,8 +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);
     }
@@ -112,8 +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);
     }
@@ -324,8 +324,8 @@ export default function SettingsPage() {
           setCommStyle(updated);
           setStyleStatus({ type: 'success', message: 'Communication style saved' });
           setTimeout(() => setStyleStatus(null), 3000);
-        } catch (err: any) {
+        } catch (err: unknown) {
-          setStyleStatus({ type: 'error', message: err.message || 'Failed to save' });
+          setStyleStatus({ type: 'error', message: err instanceof Error ? err.message : 'Failed to save' });
         } finally {
           setStyleSaving(false);
         }

src/pages/TagsPage.tsx

@@ -1,7 +1,7 @@
-import { useEffect, useState, useMemo } from 'react';
+import { useEffect, useState } from 'react';
 import { useNavigate } from 'react-router-dom';
 import { api } from '@/lib/api';
-import { Tag, Pencil, Trash2, Merge, Plus, Users } from 'lucide-react';
+import { Tag, Pencil, Trash2, Merge, Users } from 'lucide-react';
 import { cn } from '@/lib/utils';
 import EmptyState from '@/components/EmptyState';
 import { PageLoader } from '@/components/LoadingSpinner';
@@ -61,8 +61,8 @@ export default function TagsPage() {
     try {
       const data = await api.getTags();
       setTags(data);
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setError(err.message);
+      setError(err instanceof Error ? err.message : 'An error occurred');
     } finally {
       setIsLoading(false);
     }
@@ -78,8 +78,8 @@ export default function TagsPage() {
       setRenameTag(null);
       setNewName('');
       await fetchTags();
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setError(err.message);
+      setError(err instanceof Error ? err.message : 'An error occurred');
     } finally {
       setRenaming(false);
     }
@@ -92,8 +92,8 @@ export default function TagsPage() {
       await api.deleteTag(deleteTag.name);
       setDeleteTag(null);
       await fetchTags();
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setError(err.message);
+      setError(err instanceof Error ? err.message : 'An error occurred');
     } finally {
       setDeleting(false);
     }
@@ -109,8 +109,8 @@ export default function TagsPage() {
       setMergeSelected(new Set());
       setMergeTarget('');
       await fetchTags();
-    } catch (err: any) {
+    } catch (err: unknown) {
-      setError(err.message);
+      setError(err instanceof Error ? err.message : 'An error occurred');
     } finally {
       setMerging(false);
     }

src/pages/TemplatesPage.tsx

@@ -1,7 +1,7 @@
 import { useEffect, useState } from 'react';
 import { api } from '@/lib/api';
 import type { EmailTemplate, EmailTemplateCreate } from '@/types';
-import { Plus, Pencil, Trash2, Star, Copy, FileText, X, Save } from 'lucide-react';
+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";

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

@@ -149,7 +149,7 @@ export interface ActivityItem {
   title: string;
   description?: string;
   date: string;
-  metadata?: Record<string, any>;
+  metadata?: Record<string, unknown>;
 }
 
 export interface InsightsData {