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Add a Full Client & Customer Management System to Your Admin Area

Extend your admin section with unified client/customer profiles, search, status tracking, tags, internal notes, and full customer history. Reuses your existing data models so nothing gets duplicated.

The prompt
Scan my entire app first so you fully understand how it currently works before making changes.

Your job is to:
1. Analyze the full app structure
2. Understand the current data models, pages, workflows, backend functions, user roles, and admin areas
3. Identify how users, customers, clients, accounts, records, and status fields are currently stored and connected
4. Then extend the existing admin section by adding a full client and customer management system without breaking current functionality

Important:
- Do not guess.
- Do not create duplicate systems if one already exists.
- Reuse and improve existing models, pages, and backend functions whenever possible.
- Only create new entities, fields, or functions when truly needed.
- Keep naming consistent with the rest of the app.

PHASE 1 — APP SCAN AND UNDERSTANDING
Document internally: all pages, all entities, all fields related to users/customers/leads/clients/accounts/orders/projects/subscriptions/appointments/invoices/support history, all backend functions and automations, current auth and permissions, admin routes, relationships, and how customer history is currently stored.

Determine whether "user", "customer", and "client" are separate record types or the same with different labels. Create an internal implementation plan before building.

PHASE 2 — ADD / EXPAND ADMIN FEATURES

1. USER AND CLIENT MANAGEMENT
View all users/clients/customers in one place, open a full detail view, manually edit important fields, see linked records.

2. CLIENT PROFILE MANAGEMENT
Each profile should show: Name, Email, Phone, Company, Account type, Signup date, Last activity, Status, Tags/segments, Notes, Assigned staff, and any linked orders, bookings, invoices, forms, subscriptions, tickets, or projects.

3. CUSTOMER ACCOUNT LOOKUP
Fast admin search by Name, Email, Phone, Company, Account ID, or any other unique identifier.

4. STATUS TRACKING
Active, Pending, In Review, Onboarding, Needs Follow Up, Inactive, Suspended, Closed. Visible in list and profile view.

5. TAGS OR SEGMENTS
VIP, Lead, Prospect, Active Client, Past Client, High Priority, Needs Attention. Multiple tags allowed, filterable in admin.

6. SEARCH AND FILTERING
Search bar, filters by status/tags/date created/last activity/account type, sort by newest/oldest/recently active/alphabetical.

7. MANUAL RECORD UPDATES
Editing profile details, updating status, adding/removing tags, adding internal notes, correcting account information.

8. FULL CUSTOMER HISTORY IN ONE PLACE
Unified timeline pulling: signup activity, status changes, orders, appointments, messages, support requests, payments, invoices, form submissions, project activity, login activity, notes added by staff.

Display as a clean timeline or grouped history view. Do not fake history that does not exist.

PERMISSIONS: Restrict to authorized admin roles. Normal users must not access admin management tools. Sensitive info only visible to authorized staff.

UI: Clean, practical, fast. List view, detail page/drawer, search/filter controls, editable status/tags, internal notes, unified history. Use the app's existing design system.

BACKEND: Reuse existing models, add fields only when necessary, normalize relationships, do not duplicate customer tables.

INTERNAL NOTES: Admin-only, manual entry, timestamp and author.

ACTIVITY LOGGING: Track status changes, tag changes, manual updates, notes added.

FINAL QA: 3 rounds confirming understanding, feature completeness, and permission/search/edit/history functionality.
App Building
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#customers
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