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Drop in-form Framework Stage field; align section labels with Civi

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The current_stage readonly field is removed from Stage 0 — the activity-
derived stage value already displays in the SubmissionContextHeader, so
showing it again in-card was redundant. current_stage remains in form
state (RHF defaults from /api/data) because every Stage 1-5 visibleWhen
rule and the journey rail still key off it; it just isn't rendered.

Section labels for Stages 1-5 updated to match the CiviCRM Stage option
group labels exactly (ampersand instead of 'and'; Stage 2 corrected from
'Feasibility' to 'Grow & Plan'). Stage 0 keeps its 'Check-in (organizing)'
label since it represents the always-visible core fields, not the Inquiry
stage rank.

Also folded in: in-progress visibleWhen additions on several Stage 0
fields and commented-out field stubs from your working tree.
This commit is contained in:
Joel Brock
2026-05-13 12:04:22 -07:00
parent b4e80517a7
commit 74a85d38fe
1 changed files with 89 additions and 70 deletions
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139
config/form.ts
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@@ -50,16 +50,10 @@ const stage0: StageSectionConfig = {
intro: intro:
"Core check-in fields. These are visible at every stage and capture the data we follow over time across the lifecycle of the co-op.", "Core check-in fields. These are visible at every stage and capture the data we follow over time across the lifecycle of the co-op.",
fields: [ fields: [
// current_stage is a UI-only readonly field. Its value is sourced by // `current_stage` is still tracked in form state (it gates every Stage
// /api/data from the most recent Check-in (organizing) activity whose // 1–5 visibleWhen rule and feeds the journey rail), but it is no longer
// Stage custom field is non-empty (staff create these manually when an // rendered as an in-card field — the SubmissionContextHeader displays
// org transitions). The form never writes Stage back to the activity — // the activity-derived Stage value as readonly above the cards.
// org-owner submissions create activities with Stage left null.
{
name: "current_stage",
label: "Framework Stage",
type: "readonly",
},
{ {
name: "Peer_Group_Participation", name: "Peer_Group_Participation",
label: "Peer Group Participation", label: "Peer Group Participation",
@@ -67,6 +61,7 @@ const stage0: StageSectionConfig = {
civiField: `${G0}.Peer_Group_Participation`, civiField: `${G0}.Peer_Group_Participation`,
optionGroupId: 140, optionGroupId: 140,
help: "Is this co-op currently participating in Peer Learning Groups?", help: "Is this co-op currently participating in Peer Learning Groups?",
visibleWhen: []
}, },
{ {
name: "Internal_Startup_Assessment", name: "Internal_Startup_Assessment",
@@ -74,6 +69,7 @@ const stage0: StageSectionConfig = {
type: "select", type: "select",
civiField: `${G0}.Internal_Startup_Assessment`, civiField: `${G0}.Internal_Startup_Assessment`,
optionGroupId: 132, optionGroupId: 132,
visibleWhen: []
}, },
{ {
name: "Internal_Startup_Assessment_Date", name: "Internal_Startup_Assessment_Date",
@@ -81,6 +77,7 @@ const stage0: StageSectionConfig = {
type: "date", type: "date",
civiField: `${G0}.Internal_Startup_Assessment_Date`, civiField: `${G0}.Internal_Startup_Assessment_Date`,
help: "Date of the latest Internal Startup Assessment rating.", help: "Date of the latest Internal Startup Assessment rating.",
visibleWhen: []
}, },
{ {
name: "Member_Goal_for_current_Stage", name: "Member_Goal_for_current_Stage",
@@ -103,22 +100,22 @@ const stage0: StageSectionConfig = {
civiField: `${G0}.Total_members_at_opening`, civiField: `${G0}.Total_members_at_opening`,
visibleWhen: visibleAtOrAfter(S.Stabilize), visibleWhen: visibleAtOrAfter(S.Stabilize),
}, },
{ // {
name: "Volunteers_Helping_In_Store", // name: "Volunteers_Helping_In_Store",
label: "Volunteers Helping In Store", // label: "Volunteers Helping In Store",
type: "select", // type: "select",
civiField: `${G0}.Volunteers_Helping_In_Store`, // civiField: `${G0}.Volunteers_Helping_In_Store`,
optionGroupId: 141, // optionGroupId: 141,
help: "Does this co-op use volunteers for day-to-day operations? (Not occasional events.)", // help: "Does this co-op use volunteers for day-to-day operations? (Not occasional events.)",
}, // },
{ // {
name: "Work_from_Members", // name: "Work_from_Members",
label: "Work from Members", // label: "Work from Members",
type: "select", // type: "select",
civiField: `${G0}.Work_from_Members`, // civiField: `${G0}.Work_from_Members`,
optionGroupId: 142, // optionGroupId: 142,
help: "Does this co-op require work from members (e.g. annual hours)?", // help: "Does this co-op require work from members (e.g. annual hours)?",
}, // },
{ {
name: "Total_square_ft", name: "Total_square_ft",
label: "Total square ft", label: "Total square ft",
@@ -135,27 +132,27 @@ const stage0: StageSectionConfig = {
step: 1, step: 1,
visibleWhen: visibleAtOrAfter(S.BusinessFeasibility, S.StoreImplementation, S.Stabilize), visibleWhen: visibleAtOrAfter(S.BusinessFeasibility, S.StoreImplementation, S.Stabilize),
}, },
{ // {
name: "Latest_Sources_and_Uses_doc", // name: "Latest_Sources_and_Uses_doc",
label: "Latest Sources and Uses doc", // label: "Latest Sources and Uses doc",
type: "file", // type: "file",
civiField: `${G0}.Latest_Sources_and_Uses_doc`, // civiField: `${G0}.Latest_Sources_and_Uses_doc`,
}, // },
{ // {
name: "Latest_Pro_Forma_doc", // name: "Latest_Pro_Forma_doc",
label: "Latest Pro Forma doc", // label: "Latest Pro Forma doc",
type: "file", // type: "file",
civiField: `${G0}.Latest_Pro_Forma_doc`, // civiField: `${G0}.Latest_Pro_Forma_doc`,
}, // },
{ name: "Projected_Year_1_Sales", label: "Projected Year 1 Sales", type: "currency", civiField: `${G0}.Projected_Year_1_Sales` }, // { name: "Projected_Year_1_Sales", label: "Projected Year 1 Sales", type: "currency", civiField: `${G0}.Projected_Year_1_Sales` },
{ name: "Projected_Year_2_Sales", label: "Projected Year 2 Sales", type: "currency", civiField: `${G0}.Projected_Year_2_Sales` }, // { name: "Projected_Year_2_Sales", label: "Projected Year 2 Sales", type: "currency", civiField: `${G0}.Projected_Year_2_Sales` },
{ name: "Projected_Year_3_Sales", label: "Projected Year 3 Sales", type: "currency", civiField: `${G0}.Projected_Year_3_Sales` }, // { name: "Projected_Year_3_Sales", label: "Projected Year 3 Sales", type: "currency", civiField: `${G0}.Projected_Year_3_Sales` },
{ // {
name: "Projected_sales_at_maturity", // name: "Projected_sales_at_maturity",
label: "Projected sales once established", // label: "Projected sales once established",
type: "currency", // type: "currency",
civiField: `${G0}.Projected_sales_at_maturity`, // civiField: `${G0}.Projected_sales_at_maturity`,
}, // },
{ {
name: "FTEs", name: "FTEs",
label: "Projected FTEs", label: "Projected FTEs",
@@ -180,16 +177,38 @@ const stage0: StageSectionConfig = {
visibleWhen: visibleAtOrAfter(S.Stabilize), visibleWhen: visibleAtOrAfter(S.Stabilize),
civiField: `${G0}.Total_cost_of_project`, civiField: `${G0}.Total_cost_of_project`,
}, },
{ name: "Member_equity_total", label: "Member equity total needed", type: "currency", civiField: `${G0}.Member_equity_total` },
{ name: "Member_equity_raised", label: "Member equity raised", type: "currency", visibleWhen: visibleAtOrAfter(S.Stabilize), civiField: `${G0}.Member_equity_raised` },
{ name: "Member_loans_total", label: "Member loans total needed", type: "currency", civiField: `${G0}.Member_loans_total` },
{ name: "Member_loans_raised", label: "Member loans raised", type: "currency", visibleWhen: visibleAtOrAfter(S.Stabilize), civiField: `${G0}.Member_loans_raised` },
{ {
name: "Member_preferred_shares_total", name: "Member_equity_total",
label: "Member preferred shares total needed", label: "Member equity total needed",
type: "currency", type: "currency",
civiField: `${G0}.Member_preferred_shares_total`, civiField: `${G0}.Member_equity_total`
}, },
{
name: "Member_equity_raised",
label: "Member equity raised",
type: "currency",
visibleWhen: visibleAtOrAfter(S.Stabilize),
civiField: `${G0}.Member_equity_raised`
},
{
name: "Member_loans_total",
label: "Member loans total needed",
type: "currency",
civiField: `${G0}.Member_loans_total`
},
{
name: "Member_loans_raised",
label: "Member loans raised",
type: "currency",
visibleWhen: visibleAtOrAfter(S.Stabilize),
civiField: `${G0}.Member_loans_raised`
},
// {
// name: "Member_preferred_shares_total",
// label: "Member preferred shares total needed",
// type: "currency",
// civiField: `${G0}.Member_preferred_shares_total`,
// },
{ {
name: "Member_preferred_shares_raised", name: "Member_preferred_shares_raised",
label: "Member preferred shares raised", label: "Member preferred shares raised",
@@ -211,7 +230,7 @@ const stage0: StageSectionConfig = {
const stage1: StageSectionConfig = { const stage1: StageSectionConfig = {
rank: 1, rank: 1,
id: "stage_1", id: "stage_1",
label: "Stage 1 — Convene and Prepare", label: "Stage 1 — Convene & Prepare",
visibleWhen: visibleAtOrAfter(S.Organizing, S.Feasibility, S.BusinessFeasibility, S.StoreImplementation, S.Stabilize), visibleWhen: visibleAtOrAfter(S.Organizing, S.Feasibility, S.BusinessFeasibility, S.StoreImplementation, S.Stabilize),
fields: [ fields: [
{ {
@@ -269,7 +288,7 @@ const stage1: StageSectionConfig = {
const stage2: StageSectionConfig = { const stage2: StageSectionConfig = {
rank: 2, rank: 2,
id: "stage_2", id: "stage_2",
label: "Stage 2 — Feasibility", label: "Stage 2 — Grow & Plan",
visibleWhen: visibleAtOrAfter(S.Feasibility, S.BusinessFeasibility, S.StoreImplementation, S.Stabilize), visibleWhen: visibleAtOrAfter(S.Feasibility, S.BusinessFeasibility, S.StoreImplementation, S.Stabilize),
fields: [ fields: [
{ name: "Market_Study_Date", label: "Market Study Date", type: "date", civiField: `${G2}.Market_Study_Date` }, { name: "Market_Study_Date", label: "Market Study Date", type: "date", civiField: `${G2}.Market_Study_Date` },
@@ -319,7 +338,7 @@ const stage2: StageSectionConfig = {
const stage3: StageSectionConfig = { const stage3: StageSectionConfig = {
rank: 3, rank: 3,
id: "stage_3", id: "stage_3",
label: "Stage 3 — Connect and Gather", label: "Stage 3 — Connect & Gather",
visibleWhen: visibleAtOrAfter(S.BusinessFeasibility, S.StoreImplementation, S.Stabilize), visibleWhen: visibleAtOrAfter(S.BusinessFeasibility, S.StoreImplementation, S.Stabilize),
fields: [ fields: [
{ {
@@ -393,7 +412,7 @@ const stage3: StageSectionConfig = {
const stage4: StageSectionConfig = { const stage4: StageSectionConfig = {
rank: 4, rank: 4,
id: "stage_4", id: "stage_4",
label: "Stage 4 — Excite and Build", label: "Stage 4 — Excite & Build",
visibleWhen: visibleAtOrAfter(S.StoreImplementation, S.Stabilize), visibleWhen: visibleAtOrAfter(S.StoreImplementation, S.Stabilize),
fields: [ fields: [
{ name: "Projected_Opening_Date", label: "Projected Opening Date", type: "date", civiField: `${G4}.Projected_Opening_Date` }, { name: "Projected_Opening_Date", label: "Projected Opening Date", type: "date", civiField: `${G4}.Projected_Opening_Date` },
@@ -537,12 +556,12 @@ const Y1_TARGET_FIELDS = [
const stage5: StageSectionConfig = { const stage5: StageSectionConfig = {
rank: 5, rank: 5,
id: "stage_5", id: "stage_5",
label: "Stage 5 — Fulfill and Stabilize", label: "Stage 5 — Fulfill & Stabilize",
visibleWhen: visibleAtOrAfter(S.Stabilize), visibleWhen: visibleAtOrAfter(S.Stabilize),
fields: [ fields: [
{ name: "Date_Opened", label: "Date Opened", type: "date", civiField: `${G5}.Date_Opened` }, { name: "Date_Opened", label: "Date Opened", type: "date", civiField: `${G5}.Date_Opened` },
{ name: "Y1_Actual_Sales", label: "Y1 Actual Sales", type: "currency", civiField: `${G5}.Y1_Actual_Sales` } { name: "Y1_Actual_Sales", label: "Y1 Actual Sales", type: "currency", civiField: `${G5}.Y1_Actual_Sales` }
], ] as FieldConfig[],
// STAGE_5_FIELDS, // STAGE_5_FIELDS,
// matrixGroups: [ // matrixGroups: [
// { // {