From c4f02a84c83d9698ec8a6f797497921fa388744a Mon Sep 17 00:00:00 2001
From: Chris Olson <christopher.olson@gmail.com>
Date: Fri, 4 Sep 2026 12:21:34 -0400
Subject: [PATCH] Add Planned activities column to Exec Summary district table

Split the Activities column into Activities (occurred) and Planned
(future) to match the Executive Overview's District Performance chart.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 .../(dashboard)/reports/executive/page.tsx    | 21 +++++++++++++------
 1 file changed, 15 insertions(+), 6 deletions(-)

diff --git a/src/app/(dashboard)/reports/executive/page.tsx b/src/app/(dashboard)/reports/executive/page.tsx
index 4f19883..e5a75e6 100644
--- a/src/app/(dashboard)/reports/executive/page.tsx
+++ b/src/app/(dashboard)/reports/executive/page.tsx
@@ -80,11 +80,12 @@ export default function ExecutiveSummary() {
   }, [accounts]);
 
   const districtPerformance = useMemo(() => {
-    const districts = new Map<string, { pipeline: number; activities: number; accountsTouched: Set<string>; totalAccounts: number }>();
+    const todayStr = format(now, 'yyyy-MM-dd');
+    const districts = new Map<string, { pipeline: number; activities: number; planned: number; accountsTouched: Set<string>; totalAccounts: number }>();
 
     accounts.forEach(a => {
       const d = DISTRICT_SHORT[a.District_Name] || a.District_Name;
-      if (!districts.has(d)) districts.set(d, { pipeline: 0, activities: 0, accountsTouched: new Set(), totalAccounts: 0 });
+      if (!districts.has(d)) districts.set(d, { pipeline: 0, activities: 0, planned: 0, accountsTouched: new Set(), totalAccounts: 0 });
       const entry = districts.get(d)!;
       entry.totalAccounts++;
       if ((a.Touch_Count || 0) > 0) entry.accountsTouched.add(a.Account_Name);
@@ -92,14 +93,19 @@ export default function ExecutiveSummary() {
 
     pipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost').forEach(p => {
       const d = DISTRICT_SHORT[p.District_Name] || p.District_Name;
-      if (!districts.has(d)) districts.set(d, { pipeline: 0, activities: 0, accountsTouched: new Set(), totalAccounts: 0 });
+      if (!districts.has(d)) districts.set(d, { pipeline: 0, activities: 0, planned: 0, accountsTouched: new Set(), totalAccounts: 0 });
       districts.get(d)!.pipeline += p.Amount_USD;
     });
 
     activities.forEach(a => {
       const d = DISTRICT_SHORT[a.District_Name] || a.District_Name;
-      if (!districts.has(d)) districts.set(d, { pipeline: 0, activities: 0, accountsTouched: new Set(), totalAccounts: 0 });
-      districts.get(d)!.activities++;
+      if (!districts.has(d)) districts.set(d, { pipeline: 0, activities: 0, planned: 0, accountsTouched: new Set(), totalAccounts: 0 });
+      const entry = districts.get(d)!;
+      if (a.Status === 'Planned' || a.Activity_Date > todayStr) {
+        entry.planned++;
+      } else {
+        entry.activities++;
+      }
     });
 
     return Array.from(districts.entries())
@@ -107,11 +113,12 @@ export default function ExecutiveSummary() {
         name,
         pipeline: data.pipeline,
         activities: data.activities,
+        planned: data.planned,
         accountsTouched: data.accountsTouched.size,
         totalAccounts: data.totalAccounts,
       }))
       .sort((a, b) => b.pipeline - a.pipeline);
-  }, [pipeline, accounts, activities]);
+  }, [pipeline, accounts, activities, now]);
 
   const keyWins = useMemo(() => {
     return pipeline
@@ -290,6 +297,7 @@ export default function ExecutiveSummary() {
                   <th className="text-left py-1.5 font-medium text-gray-600 text-xs">District</th>
                   <th className="text-right py-1.5 font-medium text-gray-600 text-xs">Pipeline</th>
                   <th className="text-right py-1.5 font-medium text-gray-600 text-xs">Activities</th>
+                  <th className="text-right py-1.5 font-medium text-gray-600 text-xs">Planned</th>
                   <th className="text-right py-1.5 font-medium text-gray-600 text-xs">Touched</th>
                 </tr>
               </thead>
@@ -299,6 +307,7 @@ export default function ExecutiveSummary() {
                     <td className="py-1.5 font-medium text-gray-700">{d.name}</td>
                     <td className="py-1.5 text-right text-gray-700">{formatCurrency(d.pipeline, true)}</td>
                     <td className="py-1.5 text-right text-gray-700">{d.activities}</td>
+                    <td className="py-1.5 text-right text-gray-700">{d.planned}</td>
                     <td className="py-1.5 text-right text-gray-700">
                       {d.accountsTouched}/{d.totalAccounts}
                     </td>