feat: email templates + client segments with advanced filtering

- Email templates: CRUD API with categories, placeholders ({{firstName}}, etc.), usage tracking, default per category
- Client segments: save filtered views with multi-criteria filters (stage, tags, industry, city, state, contact dates, email/phone presence)
- Segment preview: test filters before saving, returns matching client list
- Filter options: GET /api/segments/filter-options returns unique values for all filterable fields
- New tables: email_templates, client_segments (auto-created via db:push)

src/db/schema.ts

@@ -197,6 +197,46 @@ export const clientNotes = pgTable('client_notes', {
   updatedAt: timestamp('updated_at').defaultNow().notNull(),
 });
 
+// Email templates table
+export const emailTemplates = pgTable('email_templates', {
+  id: uuid('id').primaryKey().defaultRandom(),
+  userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
+  name: text('name').notNull(),
+  category: text('category').notNull(), // 'follow-up' | 'birthday' | 'introduction' | 'check-in' | 'thank-you' | 'custom'
+  subject: text('subject').notNull(),
+  content: text('content').notNull(), // supports {{firstName}}, {{lastName}}, {{company}} placeholders
+  isDefault: boolean('is_default').default(false), // mark as default for category
+  usageCount: integer('usage_count').default(0),
+  createdAt: timestamp('created_at').defaultNow().notNull(),
+  updatedAt: timestamp('updated_at').defaultNow().notNull(),
+});
+
+// Saved client filters / segments
+export const clientSegments = pgTable('client_segments', {
+  id: uuid('id').primaryKey().defaultRandom(),
+  userId: text('user_id').references(() => users.id, { onDelete: 'cascade' }).notNull(),
+  name: text('name').notNull(),
+  description: text('description'),
+  filters: jsonb('filters').$type<{
+    stages?: string[];
+    tags?: string[];
+    industries?: string[];
+    cities?: string[];
+    states?: string[];
+    lastContactedBefore?: string; // ISO date
+    lastContactedAfter?: string;
+    createdBefore?: string;
+    createdAfter?: string;
+    hasEmail?: boolean;
+    hasPhone?: boolean;
+    search?: string;
+  }>().notNull(),
+  color: text('color').default('#3b82f6'), // badge color
+  pinned: boolean('pinned').default(false),
+  createdAt: timestamp('created_at').defaultNow().notNull(),
+  updatedAt: timestamp('updated_at').defaultNow().notNull(),
+});
+
 // Relations
 export const usersRelations = relations(users, ({ many }) => ({
   clients: many(clients),
@@ -206,6 +246,22 @@ export const usersRelations = relations(users, ({ many }) => ({
   interactions: many(interactions),
   sessions: many(sessions),
   accounts: many(accounts),
+  emailTemplates: many(emailTemplates),
+  clientSegments: many(clientSegments),
+}));
+
+export const emailTemplatesRelations = relations(emailTemplates, ({ one }) => ({
+  user: one(users, {
+    fields: [emailTemplates.userId],
+    references: [users.id],
+  }),
+}));
+
+export const clientSegmentsRelations = relations(clientSegments, ({ one }) => ({
+  user: one(users, {
+    fields: [clientSegments.userId],
+    references: [users.id],
+  }),
 }));
 
 export const clientsRelations = relations(clients, ({ one, many }) => ({

src/index.ts

@@ -16,6 +16,8 @@ import { reportsRoutes } from './routes/reports';
 import { notesRoutes } from './routes/notes';
 import { notificationRoutes } from './routes/notifications';
 import { interactionRoutes } from './routes/interactions';
+import { templateRoutes } from './routes/templates';
+import { segmentRoutes } from './routes/segments';
 import { db } from './db';
 import { users } from './db/schema';
 import { eq } from 'drizzle-orm';
@@ -77,6 +79,8 @@ const app = new Elysia()
     .use(notesRoutes)
     .use(notificationRoutes)
     .use(interactionRoutes)
+    .use(templateRoutes)
+    .use(segmentRoutes)
   )
   
   // Error handler

src/routes/segments.ts

@@ -0,0 +1,246 @@
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { clientSegments, clients } from '../db/schema';
+import { eq, and, desc, or, ilike, inArray, gte, lte, isNotNull, isNull, sql } from 'drizzle-orm';
+import type { User } from '../lib/auth';
+
+type SegmentFilters = {
+  stages?: string[];
+  tags?: string[];
+  industries?: string[];
+  cities?: string[];
+  states?: string[];
+  lastContactedBefore?: string;
+  lastContactedAfter?: string;
+  createdBefore?: string;
+  createdAfter?: string;
+  hasEmail?: boolean;
+  hasPhone?: boolean;
+  search?: string;
+};
+
+function buildClientConditions(filters: SegmentFilters, userId: string) {
+  const conditions = [eq(clients.userId, userId)];
+
+  if (filters.stages?.length) {
+    conditions.push(inArray(clients.stage, filters.stages));
+  }
+  if (filters.industries?.length) {
+    conditions.push(inArray(clients.industry, filters.industries));
+  }
+  if (filters.cities?.length) {
+    conditions.push(inArray(clients.city, filters.cities));
+  }
+  if (filters.states?.length) {
+    conditions.push(inArray(clients.state, filters.states));
+  }
+  if (filters.tags?.length) {
+    // Check if client tags JSONB array contains any of the filter tags
+    const tagConditions = filters.tags.map(tag =>
+      sql`${clients.tags}::jsonb @> ${JSON.stringify([tag])}::jsonb`
+    );
+    conditions.push(or(...tagConditions)!);
+  }
+  if (filters.lastContactedBefore) {
+    conditions.push(lte(clients.lastContactedAt, new Date(filters.lastContactedBefore)));
+  }
+  if (filters.lastContactedAfter) {
+    conditions.push(gte(clients.lastContactedAt, new Date(filters.lastContactedAfter)));
+  }
+  if (filters.createdBefore) {
+    conditions.push(lte(clients.createdAt, new Date(filters.createdBefore)));
+  }
+  if (filters.createdAfter) {
+    conditions.push(gte(clients.createdAt, new Date(filters.createdAfter)));
+  }
+  if (filters.hasEmail === true) {
+    conditions.push(isNotNull(clients.email));
+  } else if (filters.hasEmail === false) {
+    conditions.push(isNull(clients.email));
+  }
+  if (filters.hasPhone === true) {
+    conditions.push(isNotNull(clients.phone));
+  } else if (filters.hasPhone === false) {
+    conditions.push(isNull(clients.phone));
+  }
+  if (filters.search) {
+    const q = `%${filters.search}%`;
+    conditions.push(or(
+      ilike(clients.firstName, q),
+      ilike(clients.lastName, q),
+      ilike(clients.email, q),
+      ilike(clients.company, q),
+    )!);
+  }
+
+  return conditions;
+}
+
+export const segmentRoutes = new Elysia({ prefix: '/segments' })
+  // List saved segments
+  .get('/', async ({ user }: { user: User }) => {
+    return db.select()
+      .from(clientSegments)
+      .where(eq(clientSegments.userId, user.id))
+      .orderBy(desc(clientSegments.pinned), desc(clientSegments.updatedAt));
+  })
+
+  // Preview segment (apply filters, return matching clients)
+  .post('/preview', async ({ body, user }: { body: { filters: SegmentFilters }; user: User }) => {
+    const conditions = buildClientConditions(body.filters, user.id);
+    const results = await db.select()
+      .from(clients)
+      .where(and(...conditions))
+      .orderBy(clients.lastName);
+    return { count: results.length, clients: results };
+  }, {
+    body: t.Object({
+      filters: t.Object({
+        stages: t.Optional(t.Array(t.String())),
+        tags: t.Optional(t.Array(t.String())),
+        industries: t.Optional(t.Array(t.String())),
+        cities: t.Optional(t.Array(t.String())),
+        states: t.Optional(t.Array(t.String())),
+        lastContactedBefore: t.Optional(t.String()),
+        lastContactedAfter: t.Optional(t.String()),
+        createdBefore: t.Optional(t.String()),
+        createdAfter: t.Optional(t.String()),
+        hasEmail: t.Optional(t.Boolean()),
+        hasPhone: t.Optional(t.Boolean()),
+        search: t.Optional(t.String()),
+      }),
+    }),
+  })
+
+  // Get filter options (unique values for dropdowns)
+  .get('/filter-options', async ({ user }: { user: User }) => {
+    const allClients = await db.select({
+      industry: clients.industry,
+      city: clients.city,
+      state: clients.state,
+      tags: clients.tags,
+      stage: clients.stage,
+    })
+      .from(clients)
+      .where(eq(clients.userId, user.id));
+
+    const industries = [...new Set(allClients.map(c => c.industry).filter(Boolean))] as string[];
+    const cities = [...new Set(allClients.map(c => c.city).filter(Boolean))] as string[];
+    const states = [...new Set(allClients.map(c => c.state).filter(Boolean))] as string[];
+    const tags = [...new Set(allClients.flatMap(c => (c.tags as string[]) || []))];
+    const stages = [...new Set(allClients.map(c => c.stage).filter(Boolean))] as string[];
+
+    return { industries: industries.sort(), cities: cities.sort(), states: states.sort(), tags: tags.sort(), stages: stages.sort() };
+  })
+
+  // Create segment
+  .post('/', async ({ body, user }: {
+    body: { name: string; description?: string; filters: SegmentFilters; color?: string; pinned?: boolean };
+    user: User;
+  }) => {
+    const [segment] = await db.insert(clientSegments)
+      .values({
+        userId: user.id,
+        name: body.name,
+        description: body.description,
+        filters: body.filters,
+        color: body.color || '#3b82f6',
+        pinned: body.pinned || false,
+      })
+      .returning();
+    return segment;
+  }, {
+    body: t.Object({
+      name: t.String({ minLength: 1 }),
+      description: t.Optional(t.String()),
+      filters: t.Object({
+        stages: t.Optional(t.Array(t.String())),
+        tags: t.Optional(t.Array(t.String())),
+        industries: t.Optional(t.Array(t.String())),
+        cities: t.Optional(t.Array(t.String())),
+        states: t.Optional(t.Array(t.String())),
+        lastContactedBefore: t.Optional(t.String()),
+        lastContactedAfter: t.Optional(t.String()),
+        createdBefore: t.Optional(t.String()),
+        createdAfter: t.Optional(t.String()),
+        hasEmail: t.Optional(t.Boolean()),
+        hasPhone: t.Optional(t.Boolean()),
+        search: t.Optional(t.String()),
+      }),
+      color: t.Optional(t.String()),
+      pinned: t.Optional(t.Boolean()),
+    }),
+  })
+
+  // Get segment + matching clients
+  .get('/:id', async ({ params, user }: { params: { id: string }; user: User }) => {
+    const [segment] = await db.select()
+      .from(clientSegments)
+      .where(and(eq(clientSegments.id, params.id), eq(clientSegments.userId, user.id)))
+      .limit(1);
+    if (!segment) throw new Error('Segment not found');
+
+    const conditions = buildClientConditions(segment.filters as SegmentFilters, user.id);
+    const matchingClients = await db.select()
+      .from(clients)
+      .where(and(...conditions))
+      .orderBy(clients.lastName);
+
+    return { ...segment, clientCount: matchingClients.length, clients: matchingClients };
+  }, {
+    params: t.Object({ id: t.String({ format: 'uuid' }) }),
+  })
+
+  // Update segment
+  .put('/:id', async ({ params, body, user }: {
+    params: { id: string };
+    body: { name?: string; description?: string; filters?: SegmentFilters; color?: string; pinned?: boolean };
+    user: User;
+  }) => {
+    const updateData: Record<string, unknown> = { updatedAt: new Date() };
+    if (body.name !== undefined) updateData.name = body.name;
+    if (body.description !== undefined) updateData.description = body.description;
+    if (body.filters !== undefined) updateData.filters = body.filters;
+    if (body.color !== undefined) updateData.color = body.color;
+    if (body.pinned !== undefined) updateData.pinned = body.pinned;
+
+    const [segment] = await db.update(clientSegments)
+      .set(updateData)
+      .where(and(eq(clientSegments.id, params.id), eq(clientSegments.userId, user.id)))
+      .returning();
+    if (!segment) throw new Error('Segment not found');
+    return segment;
+  }, {
+    params: t.Object({ id: t.String({ format: 'uuid' }) }),
+    body: t.Object({
+      name: t.Optional(t.String({ minLength: 1 })),
+      description: t.Optional(t.String()),
+      filters: t.Optional(t.Object({
+        stages: t.Optional(t.Array(t.String())),
+        tags: t.Optional(t.Array(t.String())),
+        industries: t.Optional(t.Array(t.String())),
+        cities: t.Optional(t.Array(t.String())),
+        states: t.Optional(t.Array(t.String())),
+        lastContactedBefore: t.Optional(t.String()),
+        lastContactedAfter: t.Optional(t.String()),
+        createdBefore: t.Optional(t.String()),
+        createdAfter: t.Optional(t.String()),
+        hasEmail: t.Optional(t.Boolean()),
+        hasPhone: t.Optional(t.Boolean()),
+        search: t.Optional(t.String()),
+      })),
+      color: t.Optional(t.String()),
+      pinned: t.Optional(t.Boolean()),
+    }),
+  })
+
+  // Delete segment
+  .delete('/:id', async ({ params, user }: { params: { id: string }; user: User }) => {
+    const [deleted] = await db.delete(clientSegments)
+      .where(and(eq(clientSegments.id, params.id), eq(clientSegments.userId, user.id)))
+      .returning({ id: clientSegments.id });
+    if (!deleted) throw new Error('Segment not found');
+    return { success: true, id: deleted.id };
+  }, {
+    params: t.Object({ id: t.String({ format: 'uuid' }) }),
+  });

src/routes/templates.ts

@@ -0,0 +1,145 @@
+import { Elysia, t } from 'elysia';
+import { db } from '../db';
+import { emailTemplates } from '../db/schema';
+import { eq, and, desc, sql } from 'drizzle-orm';
+import type { User } from '../lib/auth';
+
+export const templateRoutes = new Elysia({ prefix: '/templates' })
+  // List templates
+  .get('/', async ({ query, user }: { query: { category?: string }; user: User }) => {
+    let conditions = [eq(emailTemplates.userId, user.id)];
+    if (query.category) {
+      conditions.push(eq(emailTemplates.category, query.category));
+    }
+    return db.select()
+      .from(emailTemplates)
+      .where(and(...conditions))
+      .orderBy(desc(emailTemplates.usageCount));
+  }, {
+    query: t.Object({
+      category: t.Optional(t.String()),
+    }),
+  })
+
+  // Get single template
+  .get('/:id', async ({ params, user }: { params: { id: string }; user: User }) => {
+    const [template] = await db.select()
+      .from(emailTemplates)
+      .where(and(eq(emailTemplates.id, params.id), eq(emailTemplates.userId, user.id)))
+      .limit(1);
+    if (!template) throw new Error('Template not found');
+    return template;
+  }, {
+    params: t.Object({ id: t.String({ format: 'uuid' }) }),
+  })
+
+  // Create template
+  .post('/', async ({ body, user }: { body: { name: string; category: string; subject: string; content: string; isDefault?: boolean }; user: User }) => {
+    // If marking as default, unmark others in same category
+    if (body.isDefault) {
+      await db.update(emailTemplates)
+        .set({ isDefault: false })
+        .where(and(eq(emailTemplates.userId, user.id), eq(emailTemplates.category, body.category)));
+    }
+    const [template] = await db.insert(emailTemplates)
+      .values({
+        userId: user.id,
+        name: body.name,
+        category: body.category,
+        subject: body.subject,
+        content: body.content,
+        isDefault: body.isDefault || false,
+      })
+      .returning();
+    return template;
+  }, {
+    body: t.Object({
+      name: t.String({ minLength: 1 }),
+      category: t.String({ minLength: 1 }),
+      subject: t.String({ minLength: 1 }),
+      content: t.String({ minLength: 1 }),
+      isDefault: t.Optional(t.Boolean()),
+    }),
+  })
+
+  // Update template
+  .put('/:id', async (ctx: any) => {
+    const { params, body, user } = ctx as {
+      params: { id: string };
+      body: { name?: string; category?: string; subject?: string; content?: string; isDefault?: boolean };
+      user: User;
+    };
+    // If marking as default, unmark others
+    if (body.isDefault && body.category) {
+      await db.update(emailTemplates)
+        .set({ isDefault: false })
+        .where(and(eq(emailTemplates.userId, user.id), eq(emailTemplates.category, body.category)));
+    }
+    const updateData: Record<string, unknown> = { updatedAt: new Date() };
+    if (body.name !== undefined) updateData.name = body.name;
+    if (body.category !== undefined) updateData.category = body.category;
+    if (body.subject !== undefined) updateData.subject = body.subject;
+    if (body.content !== undefined) updateData.content = body.content;
+    if (body.isDefault !== undefined) updateData.isDefault = body.isDefault;
+
+    const [template] = await db.update(emailTemplates)
+      .set(updateData)
+      .where(and(eq(emailTemplates.id, params.id), eq(emailTemplates.userId, user.id)))
+      .returning();
+    if (!template) throw new Error('Template not found');
+    return template;
+  }, {
+    params: t.Object({ id: t.String({ format: 'uuid' }) }),
+    body: t.Object({
+      name: t.Optional(t.String({ minLength: 1 })),
+      category: t.Optional(t.String({ minLength: 1 })),
+      subject: t.Optional(t.String({ minLength: 1 })),
+      content: t.Optional(t.String({ minLength: 1 })),
+      isDefault: t.Optional(t.Boolean()),
+    }),
+  })
+
+  // Use template (increment usage count + return with placeholders filled)
+  .post('/:id/use', async (ctx: any) => {
+    const { params, body, user } = ctx;
+    const [template] = await db.select()
+      .from(emailTemplates)
+      .where(and(eq(emailTemplates.id, params.id), eq(emailTemplates.userId, user.id)))
+      .limit(1);
+    if (!template) throw new Error('Template not found');
+
+    // Increment usage count
+    await db.update(emailTemplates)
+      .set({ usageCount: sql`${emailTemplates.usageCount} + 1` })
+      .where(eq(emailTemplates.id, params.id));
+
+    // Fill placeholders
+    let subject = template.subject;
+    let content = template.content;
+    const vars = body.variables || {};
+    for (const [key, value] of Object.entries(vars)) {
+      const re = new RegExp(`\\{\\{${key}\\}\\}`, 'g');
+      subject = subject.replace(re, value as string);
+      content = content.replace(re, value as string);
+    }
+
+    return { subject, content, templateId: template.id, templateName: template.name };
+  }, {
+    params: t.Object({ id: t.String({ format: 'uuid' }) }),
+    body: t.Object({
+      clientId: t.Optional(t.String({ format: 'uuid' })),
+      variables: t.Optional(t.Record(t.String(), t.String())),
+    }),
+  })
+
+  // Delete template
+  .delete('/:id', async (ctx: any) => {
+    const { params, user } = ctx;
+    const [deleted] = await db.delete(emailTemplates)
+      .where(and(eq(emailTemplates.id, params.id), eq(emailTemplates.userId, user.id)))
+      .returning({ id: emailTemplates.id });
+    if (!deleted) throw new Error('Template not found');
+    return { success: true, id: deleted.id };
+  }, {
+    params: t.Object({ id: t.String({ format: 'uuid' }) }),
+  });