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Merged
bokelley merged 2 commits into from
Jan 4, 2026
Merged

Add multi-select company types with centralized config #560

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b37b912
Add multi-select company types and centralized config
bokelley Jan 4, 2026
2744f21
Merge main into branch, resolve conflicts, fix migration version
bokelley Jan 4, 2026
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10 changes: 10 additions & 0 deletions .changeset/clean-jokes-invent.md
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Original file line number Diff line number Diff line change
@@ -0,0 +1,10 @@
---
---

Add multi-select company types with "Data & Measurement" and "AI & Tech Platforms" categories (registry only)

- Organizations can now have multiple company types (e.g., Microsoft can be both "brand" and "ai")
- Added new company type categories: "data" (Data & Measurement) and "ai" (AI & Tech Platforms)
- Renamed "AI Infrastructure" to "AI & Tech Platforms" to include agent builders
- Created centralized company-types config for frontend and backend consistency
- Migration preserves existing single-value data while enabling multi-select
41 changes: 21 additions & 20 deletions server/public/admin-members.html
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Expand Up @@ -6,6 +6,7 @@
<link rel="icon" href="/AAo.svg" type="image/svg+xml">
<title>Admin - Members - AdCP Registry</title>
<link rel="stylesheet" href="/design-system.css">
<script src="/js/company-types.js"></script>
<script src="/nav.js"></script>
<script src="/admin-sidebar.js"></script>
<style>
Expand Down Expand Up @@ -553,17 +554,17 @@ <h4>This action cannot be undone</h4>
const statusClass = `status-${member.subscription_status || 'none'}`;
const statusText = member.subscription_status || 'none';

// Format company type
const companyTypeLabels = {
brand: 'Brand',
publisher: 'Publisher',
agency: 'Agency',
adtech: 'Ad Tech',
other: 'Other'
};
const companyTypeText = member.is_personal
? '<span style="color: var(--color-text-muted);">Individual</span>'
: (companyTypeLabels[member.company_type] || '<span style="color: var(--color-text-muted);">-</span>');
// Format company type - support both array and legacy single value (uses shared config)
let companyTypeText;
if (member.is_personal) {
companyTypeText = '<span style="color: var(--color-text-muted);">Individual</span>';
} else {
const types = member.company_types || (member.company_type ? [member.company_type] : []);
const formatted = formatCompanyTypes(types);
companyTypeText = formatted === '-'
? '<span style="color: var(--color-text-muted);">-</span>'
: formatted;
}

// Format revenue tier
const revenueTierLabels = {
Expand Down Expand Up @@ -640,15 +641,15 @@ <h4>This action cannot be undone</h4>
: '';
const created = new Date(member.created_at).toLocaleDateString();

// Format company type
const companyTypeLabels = {
brand: 'Brand',
publisher: 'Publisher',
agency: 'Agency',
adtech: 'Ad Tech',
other: 'Other'
};
const companyType = member.is_personal ? 'Individual' : (companyTypeLabels[member.company_type] || '');
// Format company type - support both array and legacy single value (uses shared config)
let companyType;
if (member.is_personal) {
companyType = 'Individual';
} else {
const types = member.company_types || (member.company_type ? [member.company_type] : []);
companyType = formatCompanyTypes(types);
if (companyType === '-') companyType = '';
}

// Format revenue tier
const revenueTierLabels = {
Expand Down
218 changes: 195 additions & 23 deletions server/public/admin-org-detail.html
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Original file line number Diff line number Diff line change
Expand Up @@ -6,6 +6,7 @@
<link rel="icon" href="/AAo.svg" type="image/svg+xml">
<title>Organization Details - AdCP Registry</title>
<link rel="stylesheet" href="/design-system.css">
<script src="/js/company-types.js"></script>
<script src="/nav.js"></script>
<script src="/admin-sidebar.js"></script>
<style>
Expand Down Expand Up @@ -394,6 +395,33 @@
color: var(--color-text-muted);
margin-top: var(--space-1);
}
.checkbox-group {
display: flex;
flex-wrap: wrap;
gap: var(--space-2);
}
.checkbox-label {
display: flex;
align-items: center;
gap: var(--space-1);
font-size: var(--text-sm);
cursor: pointer;
padding: var(--space-1) var(--space-2);
background: var(--color-gray-100);
border-radius: var(--radius-sm);
transition: background-color 0.15s;
}
.checkbox-label:hover {
background: var(--color-gray-200);
}
.checkbox-label:has(input:checked) {
background: var(--color-primary-100);
color: var(--color-primary-700);
}
.checkbox-label input[type="checkbox"] {
width: auto;
margin: 0;
}
.modal-actions {
display: flex;
gap: var(--space-2.5);
Expand Down Expand Up @@ -646,6 +674,7 @@ <h1>
<div style="display: flex; gap: var(--space-2);">
<button class="btn btn-secondary" onclick="openEditOrgModal()">Edit</button>
<button class="btn btn-secondary" onclick="openLogActivityModal()">Log Activity</button>
<button class="btn btn-secondary" onclick="runAIEnrichment()" id="aiEnrichBtn" title="Research and enrich this prospect using AI">AI Enrich</button>
<button class="btn btn-primary" onclick="openAddNextStepModal()">Add Next Step</button>
</div>
</div>
Expand All @@ -664,6 +693,10 @@ <h1>
<span class="info-label">Company Type</span>
<span class="info-value" id="orgType">-</span>
</div>
<div class="info-row" id="parentOrgRow" style="display: none;">
<span class="info-label">Parent Org</span>
<span class="info-value" id="orgParent">-</span>
</div>
<div class="info-row">
<span class="info-label">Owner</span>
<span class="info-value" id="orgOwner">
Expand Down Expand Up @@ -814,12 +847,25 @@ <h2>Edit Organization</h2>
<button class="modal-close" onclick="closeEditOrgModal()">&times;</button>
</div>
<form id="editOrgForm" onsubmit="saveOrgChanges(event)">
<div class="form-group">
<label>Organization Name</label>
<input type="text" id="editOrgName" placeholder="e.g., LinkedIn">
</div>

<div class="form-group">
<label>Parent Organization</label>
<select id="editParentOrg">
<option value="">None (independent)</option>
</select>
<div class="form-hint">If this is a subsidiary or division, select the parent company.</div>
</div>

<div class="form-row">
<div class="form-group">
<label>Status</label>
<select id="editOrgStatus" onchange="toggleDisqualificationReason()">
<option value="signed_up">Signed Up</option>
<option value="prospect">Prospect</option>
<option value="signed_up">Signed Up</option>
<option value="contacted">Contacted</option>
<option value="responded">Responded</option>
<option value="interested">Interested</option>
Expand All @@ -845,14 +891,31 @@ <h2>Edit Organization</h2>

<div class="form-row">
<div class="form-group">
<label>Company Type</label>
<select id="editOrgType">
<option value="">Not specified</option>
<option value="adtech">Ad Tech</option>
<option value="agency">Agency</option>
<option value="brand">Brand</option>
<option value="publisher">Publisher</option>
</select>
<label>Company Types</label>
<div class="checkbox-group" id="editOrgTypes">
<label class="checkbox-label">
<input type="checkbox" name="company_type" value="brand"> Brand
</label>
<label class="checkbox-label">
<input type="checkbox" name="company_type" value="publisher"> Publisher
</label>
<label class="checkbox-label">
<input type="checkbox" name="company_type" value="agency"> Agency
</label>
<label class="checkbox-label">
<input type="checkbox" name="company_type" value="adtech"> Ad Tech
</label>
<label class="checkbox-label">
<input type="checkbox" name="company_type" value="data"> Data & Measurement
</label>
<label class="checkbox-label">
<input type="checkbox" name="company_type" value="ai"> AI & Tech Platforms
</label>
<label class="checkbox-label">
<input type="checkbox" name="company_type" value="other"> Other
</label>
</div>
<div class="form-hint">Select all that apply.</div>
</div>
<div class="form-group">
<label>Source</label>
Expand Down Expand Up @@ -1134,7 +1197,7 @@ <h2 id="userContextModalTitle">Member Context</h2>
renderEngagementSignals(orgData.engagement_signals, isPayingMember);

// Status - show "Member" prominently for paying customers
const status = orgData.prospect_status || 'signed_up';
const status = orgData.prospect_status || 'prospect';
let statusHtml = '';
if (isPayingMember) {
statusHtml = `<span class="status-badge status-member">Member</span>`;
Expand All @@ -1160,15 +1223,22 @@ <h2 id="userContextModalTitle">Member Context</h2>
document.getElementById('orgSource').textContent =
sourceLabels[orgData.prospect_source] || orgData.prospect_source || '-';

// Type
const typeLabels = {
'adtech': 'Ad Tech',
'agency': 'Agency',
'brand': 'Brand',
'publisher': 'Publisher'
};
document.getElementById('orgType').textContent =
typeLabels[orgData.company_type] || orgData.company_type || '-';
// Type(s) - uses shared config from /js/company-types.js
const types = orgData.company_types || (orgData.company_type ? [orgData.company_type] : []);
document.getElementById('orgType').textContent = formatCompanyTypes(types);

// Parent organization
const parentRow = document.getElementById('parentOrgRow');
const parentEl = document.getElementById('orgParent');
if (orgData.parent_organization_id && orgData.parent_name) {
parentRow.style.display = '';
parentEl.innerHTML = `<a href="/admin/org/${orgData.parent_organization_id}">${escapeHtml(orgData.parent_name)}</a>`;
} else if (orgData.parent_organization_id) {
parentRow.style.display = '';
parentEl.innerHTML = `<a href="/admin/org/${orgData.parent_organization_id}">${orgData.parent_organization_id}</a>`;
} else {
parentRow.style.display = 'none';
}

// Owner is now handled by renderOwnerSelector()

Expand Down Expand Up @@ -1426,11 +1496,11 @@ <h2 id="userContextModalTitle">Member Context</h2>
}

// Edit Organization Modal functions
function openEditOrgModal() {
async function openEditOrgModal() {
// Populate form with current values
document.getElementById('editOrgStatus').value = orgData.prospect_status || 'signed_up';
document.getElementById('editOrgName').value = orgData.name || '';
document.getElementById('editOrgStatus').value = orgData.prospect_status || 'prospect';
document.getElementById('editOrgOwner').value = orgData.prospect_owner || '';
document.getElementById('editOrgType').value = orgData.company_type || '';
document.getElementById('editOrgSource').value = orgData.prospect_source || '';
document.getElementById('editContactName').value = orgData.prospect_contact_name || '';
document.getElementById('editContactEmail').value = orgData.prospect_contact_email || '';
Expand All @@ -1440,12 +1510,53 @@ <h2 id="userContextModalTitle">Member Context</h2>
document.getElementById('editOrgNotes').value = orgData.prospect_notes || '';
document.getElementById('editDisqualificationReason').value = orgData.disqualification_reason || '';

// Populate company types checkboxes
const types = orgData.company_types || (orgData.company_type ? [orgData.company_type] : []);
const checkboxes = document.querySelectorAll('#editOrgTypes input[type="checkbox"]');
checkboxes.forEach(cb => {
cb.checked = types.includes(cb.value);
});

// Load parent organization options
await loadParentOrgOptions();

// Show/hide disqualification reason based on status
toggleDisqualificationReason();

document.getElementById('editOrgModal').style.display = 'block';
}

async function loadParentOrgOptions() {
const select = document.getElementById('editParentOrg');
// Keep the "None" option
select.innerHTML = '<option value="">None (independent)</option>';

try {
// Fetch organizations that could be parents (exclude current org)
const response = await fetch('/api/admin/prospects?limit=200');
if (!response.ok) return;

const data = await response.json();
const orgs = data.prospects || [];

// Sort by name and add as options
orgs
.filter(o => o.workos_organization_id !== orgId) // Exclude self
.sort((a, b) => a.name.localeCompare(b.name))
.forEach(org => {
const option = document.createElement('option');
option.value = org.workos_organization_id;
option.textContent = org.name;
if (org.workos_organization_id === orgData.parent_organization_id) {
option.selected = true;
}
select.appendChild(option);
});
} catch (error) {
console.error('Error loading parent org options:', error);
}
}

function toggleDisqualificationReason() {
const status = document.getElementById('editOrgStatus').value;
const group = document.getElementById('disqualificationReasonGroup');
Expand All @@ -1460,10 +1571,17 @@ <h2 id="userContextModalTitle">Member Context</h2>
event.preventDefault();

const status = document.getElementById('editOrgStatus').value;

// Collect selected company types from checkboxes
const selectedTypes = Array.from(document.querySelectorAll('#editOrgTypes input[type="checkbox"]:checked'))
.map(cb => cb.value);

const data = {
name: document.getElementById('editOrgName').value || null,
parent_organization_id: document.getElementById('editParentOrg').value || null,
prospect_status: status,
prospect_owner: document.getElementById('editOrgOwner').value || null,
company_type: document.getElementById('editOrgType').value || null,
company_types: selectedTypes.length > 0 ? selectedTypes : null,
prospect_source: document.getElementById('editOrgSource').value || null,
prospect_contact_name: document.getElementById('editContactName').value || null,
prospect_contact_email: document.getElementById('editContactEmail').value || null,
Expand Down Expand Up @@ -2447,6 +2565,60 @@ <h2 id="userContextModalTitle">Member Context</h2>
}
}

// AI Enrichment function
async function runAIEnrichment() {
const btn = document.getElementById('aiEnrichBtn');
const originalText = btn.textContent;
btn.disabled = true;
btn.textContent = 'Researching...';

try {
const response = await fetch(`/api/admin/cleanup/analyze-with-ai/${orgId}`, {
method: 'POST',
headers: { 'Content-Type': 'application/json' }
});

if (!response.ok) {
if (response.status === 401) {
window.AdminNav.redirectToLogin();
return;
}
if (response.status === 503) {
alert('AI enrichment is not configured. ANTHROPIC_API_KEY is required.');
return;
}
throw new Error(await getErrorMessage(response, 'Failed to run AI enrichment'));
}

const result = await response.json();

// Show results in a modal or alert
let message = result.analysis || 'Analysis complete.';
if (result.tool_calls && result.tool_calls.length > 0) {
const updates = result.tool_calls.filter(tc =>
['update_prospect', 'enrich_prospect'].includes(tc.tool)
);
if (updates.length > 0) {
message += '\n\nActions taken:\n' + updates.map(u =>
`- ${u.tool}: ${typeof u.result === 'string' ? u.result.substring(0, 100) : JSON.stringify(u.result).substring(0, 100)}`
).join('\n');
}
}

alert(message);

// Reload the organization to show any updates
loadOrganization();

} catch (error) {
console.error('AI enrichment error:', error);
alert('Error running AI enrichment: ' + error.message);
} finally {
btn.disabled = false;
btn.textContent = originalText;
}
}

// Initialize
checkLinkDomainParam();
</script>
Expand Down
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