From 9d016a08cb9fa8d227fd799f257cea52a2bfe9a1 Mon Sep 17 00:00:00 2001
From: Chris Olson <christopher.olson@gmail.com>
Date: Tue, 1 Sep 2026 09:19:38 -0400
Subject: [PATCH] Add CPM (Customer Portfolio Manager) attribute to accounts

- New CPM field on AccountRecord type, DB schema, and migration
- Seed "David Stefan" as CPM for 20 specified accounts
- CPM filter dropdown on Account Explorer (alongside AD and IMS BA)
- CPM shown on account cards, account detail view, and activity overlay
- CPM column added to admin data table
- upsertAccount includes CPM in insert/update

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 src/app/(dashboard)/accounts/page.tsx | 29 +++++++++++++++++++++++----
 src/app/(dashboard)/activity/page.tsx | 10 +++++++--
 src/app/admin/page.tsx                |  1 +
 src/lib/db.ts                         | 29 ++++++++++++++++++++++++---
 src/lib/mock-data.ts                  |  1 +
 src/types/data.ts                     |  1 +
 6 files changed, 62 insertions(+), 9 deletions(-)

diff --git a/src/app/(dashboard)/accounts/page.tsx b/src/app/(dashboard)/accounts/page.tsx
index 4418b7d..2b52563 100644
--- a/src/app/(dashboard)/accounts/page.tsx
+++ b/src/app/(dashboard)/accounts/page.tsx
@@ -111,6 +111,7 @@ export default function AccountExplorer() {
   const [renewalFilter, setRenewalFilter] = useState<string>('all');
   const [priorityFilter, setPriorityFilter] = useState<string | null>(null);
   const [competitorFilter, setCompetitorFilter] = useState<string | null>(null);
+  const [cpmFilter, setCpmFilter] = useState<string | null>(null);
   const [selectedAccount, setSelectedAccount] = useState<AccountRecord | null>(null);
   const [showCreateOpp, setShowCreateOpp] = useState(false);
   const [showAddActivity, setShowAddActivity] = useState(false);
@@ -177,6 +178,7 @@ export default function AccountExplorer() {
 
   const adValues = useMemo(() => Array.from(new Set(accounts.map(a => a.AD).filter(Boolean))).sort() as string[], [accounts]);
   const imsbaValues = useMemo(() => Array.from(new Set(accounts.map(a => a.IMS_BA).filter(Boolean))).sort() as string[], [accounts]);
+  const cpmValues = useMemo(() => Array.from(new Set(accounts.map(a => a.CPM).filter(Boolean))).sort() as string[], [accounts]);
 
   const filteredAccounts = useMemo(() => {
     const now = new Date();
@@ -190,6 +192,7 @@ export default function AccountExplorer() {
     if (districtFilter) result = result.filter(a => a.District_Name === districtFilter);
     if (adFilter) result = result.filter(a => a.AD === adFilter);
     if (imsbaFilter) result = result.filter(a => a.IMS_BA === imsbaFilter);
+    if (cpmFilter) result = result.filter(a => a.CPM === cpmFilter);
     if (priorityFilter) result = result.filter(a => a.Priority === priorityFilter);
     if (competitorFilter) result = result.filter(a => {
       const comps = (a.Competitors || '').split(',').map(c => c.trim()).filter(Boolean);
@@ -213,7 +216,7 @@ export default function AccountExplorer() {
       }
     }
     return result;
-  }, [accounts, search, tierFilter, statusFilter, districtFilter, adFilter, imsbaFilter, renewalFilter, priorityFilter, competitorFilter]);
+  }, [accounts, search, tierFilter, statusFilter, districtFilter, adFilter, imsbaFilter, cpmFilter, renewalFilter, priorityFilter, competitorFilter]);
 
   const kpis = useMemo(() => {
     const acctNames = new Set(filteredAccounts.map(a => a.Account_Name));
@@ -292,11 +295,12 @@ export default function AccountExplorer() {
     setImsbaFilter(null);
     setPriorityFilter(null);
     setCompetitorFilter(null);
+    setCpmFilter(null);
     setRenewalFilter('all');
     setSearch('');
   };
 
-  const hasFilters = tierFilter || statusFilter || districtFilter || adFilter || imsbaFilter || priorityFilter || competitorFilter || renewalFilter !== 'all' || search;
+  const hasFilters = tierFilter || statusFilter || districtFilter || adFilter || imsbaFilter || cpmFilter || priorityFilter || competitorFilter || renewalFilter !== 'all' || search;
 
   if (selectedAccount) {
     const suggestion = getSuggestedPriority(selectedAccount);
@@ -395,8 +399,8 @@ export default function AccountExplorer() {
             </div>
           )}
 
-          {(selectedAccount.AD || selectedAccount.IMS_BA || selectedAccount.Area_Sales_Leader || selectedAccount.DM) && (
-            <div className="grid grid-cols-2 sm:grid-cols-4 gap-4 mt-3 pt-3 border-t border-card-border">
+          {(selectedAccount.AD || selectedAccount.IMS_BA || selectedAccount.CPM || selectedAccount.Area_Sales_Leader || selectedAccount.DM) && (
+            <div className="grid grid-cols-2 sm:grid-cols-5 gap-4 mt-3 pt-3 border-t border-card-border">
               {selectedAccount.Area_Sales_Leader && (
                 <div>
                   <div className="text-[10px] text-muted uppercase">Area Sales Leader</div>
@@ -421,6 +425,12 @@ export default function AccountExplorer() {
                   <div className="text-sm font-semibold">{selectedAccount.IMS_BA}</div>
                 </div>
               )}
+              {selectedAccount.CPM && (
+                <div>
+                  <div className="text-[10px] text-muted uppercase">CPM</div>
+                  <div className="text-sm font-semibold">{selectedAccount.CPM}</div>
+                </div>
+              )}
             </div>
           )}
         </div>
@@ -815,6 +825,16 @@ export default function AccountExplorer() {
             {imsbaValues.map(v => <option key={v} value={v}>{v}</option>)}
           </select>
         )}
+        {cpmValues.length > 0 && (
+          <select
+            value={cpmFilter || ''}
+            onChange={e => setCpmFilter(e.target.value || null)}
+            className="text-xs border border-card-border rounded-lg px-3 py-2 focus:outline-none focus:ring-2 focus:ring-brand-azure/30 bg-white"
+          >
+            <option value="">All CPMs</option>
+            {cpmValues.map(v => <option key={v} value={v}>{v}</option>)}
+          </select>
+        )}
         <select
           value={renewalFilter}
           onChange={e => setRenewalFilter(e.target.value)}
@@ -866,6 +886,7 @@ export default function AccountExplorer() {
                 <span className="px-1.5 py-0.5 rounded text-[9px] font-medium text-white" style={{ backgroundColor: STATUS_COLORS[account.AgentMinder_Status] || '#94A3B8' }}>{account.AgentMinder_Status}</span>
                 <span className="text-[10px] text-muted">{DISTRICT_SHORT[account.District_Name]}</span>
                 {account.AD && <span className="text-[10px] text-muted">| {account.AD}</span>}
+                {account.CPM && <span className="text-[10px] text-muted">| CPM: {account.CPM}</span>}
                 {(account.Google_Drive_URL || account.Campaign_Artifacts_URL) && (
                   <div className="flex items-center gap-1.5 ml-auto">
                     {account.Google_Drive_URL && (
diff --git a/src/app/(dashboard)/activity/page.tsx b/src/app/(dashboard)/activity/page.tsx
index 3078459..32277e1 100644
--- a/src/app/(dashboard)/activity/page.tsx
+++ b/src/app/(dashboard)/activity/page.tsx
@@ -554,8 +554,8 @@ export default function ActivityDeepDive() {
                         <div className="font-semibold">{overlayData.account.MAP_In_Place_YN === 'Y' ? 'Yes' : 'No'}</div>
                       </div>
                     </div>
-                    {(overlayData.account.AD || overlayData.account.DM || overlayData.account.Area_Sales_Leader) && (
-                      <div className="grid grid-cols-3 gap-3 mt-3 pt-3 border-t border-card-border text-xs">
+                    {(overlayData.account.AD || overlayData.account.DM || overlayData.account.Area_Sales_Leader || overlayData.account.CPM) && (
+                      <div className="grid grid-cols-2 sm:grid-cols-4 gap-3 mt-3 pt-3 border-t border-card-border text-xs">
                         {overlayData.account.Area_Sales_Leader && (
                           <div>
                             <div className="text-[10px] text-muted uppercase">ASL</div>
@@ -574,6 +574,12 @@ export default function ActivityDeepDive() {
                             <div className="font-semibold">{overlayData.account.AD}</div>
                           </div>
                         )}
+                        {overlayData.account.CPM && (
+                          <div>
+                            <div className="text-[10px] text-muted uppercase">CPM</div>
+                            <div className="font-semibold">{overlayData.account.CPM}</div>
+                          </div>
+                        )}
                       </div>
                     )}
                   </div>
diff --git a/src/app/admin/page.tsx b/src/app/admin/page.tsx
index cb49838..2e586dd 100644
--- a/src/app/admin/page.tsx
+++ b/src/app/admin/page.tsx
@@ -270,6 +270,7 @@ const TABLE_FIELDS: Record<string, FieldDef[]> = {
     { key: 'DM', label: 'DM' },
     { key: 'AD', label: 'AD' },
     { key: 'IMS_BA', label: 'IMS BA' },
+    { key: 'CPM', label: 'CPM' },
     { key: 'Next_Renewal_Date', label: 'Next Renewal Date', type: 'date' },
     { key: 'Next_Renewal_EAR', label: 'Next Renewal EAR', type: 'number' },
     { key: 'Anchor_Contract_Date', label: 'Anchor Contract Date', type: 'date' },
diff --git a/src/lib/db.ts b/src/lib/db.ts
index e3f08bd..9b87261 100644
--- a/src/lib/db.ts
+++ b/src/lib/db.ts
@@ -32,6 +32,7 @@ function getDb(): Database.Database {
     initSchema(_db);
     migrateSchema(_db);
     seedDefaultPlaybooks();
+    seedCPMValues();
   }
   return _db;
 }
@@ -48,6 +49,9 @@ function migrateSchema(db: Database.Database) {
   if (!colNames.has('Campaign_Artifacts_URL')) {
     db.exec("ALTER TABLE accounts ADD COLUMN Campaign_Artifacts_URL TEXT DEFAULT NULL");
   }
+  if (!colNames.has('CPM')) {
+    db.exec("ALTER TABLE accounts ADD COLUMN CPM TEXT DEFAULT NULL");
+  }
 }
 
 function initSchema(db: Database.Database) {
@@ -67,6 +71,8 @@ function initSchema(db: Database.Database) {
       Area_Sales_Leader TEXT,
       DM TEXT,
       AD TEXT,
+      IMS_BA TEXT,
+      CPM TEXT,
       Logo_URL TEXT,
       Next_Renewal_Date TEXT,
       Next_Renewal_EAR REAL,
@@ -504,13 +510,13 @@ export function deleteTarget(accountName: string) {
 
 export function upsertAccount(record: Record<string, unknown>) {
   const db = getDb();
-  db.prepare(`INSERT INTO accounts (Account_Name, District_Name, Tier, Priority, AgentMinder_Status, Current_ARR_USD, MAP_In_Place_YN, Company_URL, Area_Sales_Leader, DM, AD)
-    VALUES (@Account_Name, @District_Name, @Tier, @Priority, @AgentMinder_Status, @Current_ARR_USD, @MAP_In_Place_YN, @Company_URL, @Area_Sales_Leader, @DM, @AD)
+  db.prepare(`INSERT INTO accounts (Account_Name, District_Name, Tier, Priority, AgentMinder_Status, Current_ARR_USD, MAP_In_Place_YN, Company_URL, Area_Sales_Leader, DM, AD, CPM)
+    VALUES (@Account_Name, @District_Name, @Tier, @Priority, @AgentMinder_Status, @Current_ARR_USD, @MAP_In_Place_YN, @Company_URL, @Area_Sales_Leader, @DM, @AD, @CPM)
     ON CONFLICT(Account_Name) DO UPDATE SET
       District_Name=excluded.District_Name, Tier=excluded.Tier, Priority=excluded.Priority,
       AgentMinder_Status=excluded.AgentMinder_Status, Current_ARR_USD=excluded.Current_ARR_USD,
       MAP_In_Place_YN=excluded.MAP_In_Place_YN, Company_URL=excluded.Company_URL,
-      Area_Sales_Leader=excluded.Area_Sales_Leader, DM=excluded.DM, AD=excluded.AD
+      Area_Sales_Leader=excluded.Area_Sales_Leader, DM=excluded.DM, AD=excluded.AD, CPM=excluded.CPM
   `).run({
     Account_Name: record.Account_Name || '',
     District_Name: record.District_Name || '',
@@ -523,6 +529,7 @@ export function upsertAccount(record: Record<string, unknown>) {
     Area_Sales_Leader: record.Area_Sales_Leader ?? null,
     DM: record.DM ?? null,
     AD: record.AD ?? null,
+    CPM: record.CPM ?? null,
   });
 }
 
@@ -802,3 +809,19 @@ export function upsertTarget(record: Record<string, unknown>) {
     Risk_Notes: record.Risk_Notes || record.Notes || null,
   });
 }
+
+function seedCPMValues() {
+  const db = getDb();
+  const cpmAccounts = [
+    'ADT', 'ADVENTHEALTH', 'ARBITRATION FORUMS', 'CARLYLE GROUP', 'CARNIVAL',
+    'ENTERGY', 'Geographic Solutions', 'GUIDEWELL BLUE CROSS BLUE SHIELD OF FLORIDA',
+    'JABIL CIRCUIT', 'KASEYA', 'LEE MEMORIAL HEALTH SYSTEM', 'LUMEN',
+    'NEXTERA ENERGY', 'NORWEGIAN CRUISE LINE', 'OCHSNER HEALTH SYSTEM',
+    'ORLANDO HEALTH', 'PAYSPAN', 'PUBLIX SUPERMARKETS', 'RAYMOND JAMES FINANCIAL',
+    'TECH DATA',
+  ];
+  const stmt = db.prepare("UPDATE accounts SET CPM = 'David Stefan' WHERE Account_Name = ? AND (CPM IS NULL OR CPM = '')");
+  for (const name of cpmAccounts) {
+    stmt.run(name);
+  }
+}
diff --git a/src/lib/mock-data.ts b/src/lib/mock-data.ts
index 1c9ff79..70e721d 100644
--- a/src/lib/mock-data.ts
+++ b/src/lib/mock-data.ts
@@ -85,6 +85,7 @@ function generateAccounts(): AccountRecord[] {
       DM: null,
       AD: null,
       IMS_BA: null,
+      CPM: null,
       Logo_URL: null,
       Next_Renewal_Date: null,
       Next_Renewal_EAR: null,
diff --git a/src/types/data.ts b/src/types/data.ts
index 82fc8ca..8c3b091 100644
--- a/src/types/data.ts
+++ b/src/types/data.ts
@@ -41,6 +41,7 @@ export interface AccountRecord {
   DM: string | null;
   AD: string | null;
   IMS_BA: string | null;
+  CPM: string | null;
   Logo_URL: string | null;
   Next_Renewal_Date: string | null;
   Next_Renewal_EAR: number | null;