From c8c867ff66fc06b0270c48b29bc17a26727ab70e Mon Sep 17 00:00:00 2001
From: Chris Olson <christopher.olson@gmail.com>
Date: Fri, 4 Sep 2026 12:20:33 -0400
Subject: [PATCH] Add District Performance chart and count planned activities
 as touched

Executive Overview now shows a District Performance bar chart with
Activities (occurred), Planned (future), and Accounts Touched per
district. Planned activities now count toward the account's touch
data so scheduling future engagement flips an account to "touched."

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
---
 src/app/(dashboard)/page.tsx | 38 ++++++++++++++++++++++++++++++++++++
 src/lib/db.ts                |  4 +---
 2 files changed, 39 insertions(+), 3 deletions(-)

diff --git a/src/app/(dashboard)/page.tsx b/src/app/(dashboard)/page.tsx
index 98e0c40..3935a73 100644
--- a/src/app/(dashboard)/page.tsx
+++ b/src/app/(dashboard)/page.tsx
@@ -76,6 +76,28 @@ export default function ExecutiveOverview() {
     return Array.from(districtMap.entries()).map(([name, data]) => ({ name, ...data }));
   }, [accounts, allStatuses]);
 
+  const districtActivity = useMemo(() => {
+    const todayStr = new Date().toISOString().split('T')[0];
+    const districtMap = new Map<string, { occurred: number; planned: number; touchedAccounts: Set<string> }>();
+    activities.forEach(a => {
+      const d = DISTRICT_SHORT[a.District_Name] || a.District_Name;
+      if (!districtMap.has(d)) districtMap.set(d, { occurred: 0, planned: 0, touchedAccounts: new Set() });
+      const m = districtMap.get(d)!;
+      if (a.Status === 'Planned' || a.Activity_Date > todayStr) {
+        m.planned++;
+      } else {
+        m.occurred++;
+      }
+      m.touchedAccounts.add(a.Account_Name);
+    });
+    return Array.from(districtMap.entries()).map(([name, data]) => ({
+      name,
+      'Activities': data.occurred,
+      'Planned': data.planned,
+      'Accounts Touched': data.touchedAccounts.size,
+    }));
+  }, [activities]);
+
   const pipelineByForecast = useMemo(() => {
     const districtMap = new Map<string, Record<string, number>>();
     pipeline.filter(p => p.Stage !== '06-Closed Won' && p.Stage !== '07-Closed Lost').forEach(p => {
@@ -170,6 +192,22 @@ export default function ExecutiveOverview() {
         </ChartCard>
       </div>
 
+      <div className="mb-4">
+        <ChartCard title="District Performance" subtitle="Activities completed vs. planned by district">
+          <ResponsiveContainer width="100%" height={260}>
+            <BarChart data={districtActivity} margin={{ left: 10, right: 10, top: 5, bottom: 5 }}>
+              <XAxis dataKey="name" tick={{ fontSize: 11, fill: '#64748B' }} />
+              <YAxis tick={{ fontSize: 11, fill: '#64748B' }} />
+              <Tooltip content={<CustomTooltip />} />
+              <Legend wrapperStyle={{ fontSize: 11 }} />
+              <Bar dataKey="Activities" fill={CHART_COLORS.azure} />
+              <Bar dataKey="Planned" fill={CHART_COLORS.aqua} />
+              <Bar dataKey="Accounts Touched" fill={CHART_COLORS.green} />
+            </BarChart>
+          </ResponsiveContainer>
+        </ChartCard>
+      </div>
+
       <div className="grid grid-cols-1 lg:grid-cols-2 gap-4 mb-4">
         <ChartCard title="Campaign Funnel" subtitle="Conversion through the pipeline">
           <div className="space-y-2">
diff --git a/src/lib/db.ts b/src/lib/db.ts
index f8fb749..4a385b4 100644
--- a/src/lib/db.ts
+++ b/src/lib/db.ts
@@ -428,9 +428,7 @@ export function addActivity(record: {
     Status: status,
   });
 
-  if (!status || status !== 'Planned') {
-    updateLastTouched(record.Account_Name, record.Activity_Date);
-  }
+  updateLastTouched(record.Account_Name, record.Activity_Date);
 }
 
 export function updateActivityStatus(id: number, updates: { Status: string; Outcome?: string | null; Notes?: string | null }) {