Rebrand: Co-op Check-in -> Co-op Survey in user-facing copy

Updates the tool product name across the app UI (header, page title,
section labels, form buttons, success/error states, report stat labels),
README, deployment docs, and the CiviCRM email template guidance.
Custom domain references move from check-in.fci.coop to survey.fci.coop
(DNS update still required).

The underlying CiviCRM "Check-in (organizing)" activity type, custom
group machine names (Check_in_data__organizing_), health-check ids,
and the internal org_engagement_check_in form id are unchanged --
those are CiviCRM contract surfaces, not product copy.
This commit is contained in:
Joel Brock
2026-06-04 17:12:03 -07:00
parent 9bc4bbb732
commit b120075ca2
14 changed files with 53 additions and 53 deletions
+8 -8
View File
@@ -1,5 +1,5 @@
/**
* Form definition for the Org Engagement Check-in form.
* Form definition for the Org Engagement Survey form.
*
* Field references and types are sourced from the live CiviCRM DEV
* (`client.crm.fci.coop`) inventory pulled 2026-05-09 via APIv4
@@ -49,13 +49,13 @@ const G3 = "Stage_3";
const G4 = "Stage_4";
const G5 = "Stage_5";
// Stage 0 — Check-in (always visible)
// Stage 0 — Survey (always visible)
const stage0: StageSectionConfig = {
rank: 0,
id: "stage_0",
label: "Check-in (organizing)",
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.",
// intro:
// "Core survey fields. These are visible at every stage and capture the data we follow over time across the lifecycle of the co-op.",
fields: [
// current_stage is a UI-only readonly field. Its value is the Civi
// option *value* (e.g. "Organizing") sourced by /api/data from the
@@ -218,7 +218,7 @@ const stage0: StageSectionConfig = {
type: "currency",
visibleWhen: visibleAtOrAfter(S.Stabilize),
civiField: `${G0}.Member_equity_raised`,
help: "Member-owner equity raised, as of the time of check-in",
help: "Member-owner equity raised, as of the time of survey",
},
// {
// name: "Member_loans_total",
@@ -232,7 +232,7 @@ const stage0: StageSectionConfig = {
type: "currency",
visibleWhen: visibleAtOrAfter(S.Stabilize),
civiField: `${G0}.Member_loans_raised`,
help: "Total amount (USD) raised from member-owner loans, as of the time of check-in",
help: "Total amount (USD) raised from member-owner loans, as of the time of survey",
},
// {
// name: "Member_preferred_shares_total",
@@ -498,7 +498,7 @@ const stage3: StageSectionConfig = {
fieldGroups: [
{ id: "site", fields: ["Site_Letter_of_Intent_Date", "Site_Letter_of_Intent_Upload"] },
{ id: "store_design", fields: ["Store_Designer", "Store_Design_Plan_Completion"] },
{ id: "cap_camp", fields: ["Capital_Campaign_Owner_Participation_", "Capital_Campaign_Average_Owner_Investment"]},
// { id: "cap_camp", fields: ["Capital_Campaign_Owner_Participation_", "Capital_Campaign_Average_Owner_Investment"]},
],
};
@@ -713,7 +713,7 @@ const stage5: StageSectionConfig = {
export const formConfig: FormConfig = {
id: "org_engagement_check_in",
title: "Co-op Check-in",
title: "Co-op Survey",
subtitle:
"Update tracking data for your co-op as you progress through the organizing stages. The questions you'll see depend on where you are in the framework.",
stageField: "current_stage",