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.
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@@ -1,5 +1,5 @@
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/**
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* Form definition for the Org Engagement Check-in form.
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* Form definition for the Org Engagement Survey form.
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*
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* Field references and types are sourced from the live CiviCRM DEV
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* (`client.crm.fci.coop`) inventory pulled 2026-05-09 via APIv4
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@@ -49,13 +49,13 @@ const G3 = "Stage_3";
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const G4 = "Stage_4";
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const G5 = "Stage_5";
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// Stage 0 — Check-in (always visible)
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// Stage 0 — Survey (always visible)
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const stage0: StageSectionConfig = {
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rank: 0,
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id: "stage_0",
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label: "Check-in (organizing)",
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intro:
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"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.",
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// intro:
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// "Core survey fields. These are visible at every stage and capture the data we follow over time across the lifecycle of the co-op.",
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fields: [
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// current_stage is a UI-only readonly field. Its value is the Civi
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// option *value* (e.g. "Organizing") sourced by /api/data from the
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@@ -218,7 +218,7 @@ const stage0: StageSectionConfig = {
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type: "currency",
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visibleWhen: visibleAtOrAfter(S.Stabilize),
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civiField: `${G0}.Member_equity_raised`,
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help: "Member-owner equity raised, as of the time of check-in",
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help: "Member-owner equity raised, as of the time of survey",
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},
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// {
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// name: "Member_loans_total",
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@@ -232,7 +232,7 @@ const stage0: StageSectionConfig = {
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type: "currency",
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visibleWhen: visibleAtOrAfter(S.Stabilize),
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civiField: `${G0}.Member_loans_raised`,
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help: "Total amount (USD) raised from member-owner loans, as of the time of check-in",
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help: "Total amount (USD) raised from member-owner loans, as of the time of survey",
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},
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// {
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// name: "Member_preferred_shares_total",
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@@ -498,7 +498,7 @@ const stage3: StageSectionConfig = {
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fieldGroups: [
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{ id: "site", fields: ["Site_Letter_of_Intent_Date", "Site_Letter_of_Intent_Upload"] },
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{ id: "store_design", fields: ["Store_Designer", "Store_Design_Plan_Completion"] },
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{ id: "cap_camp", fields: ["Capital_Campaign_Owner_Participation_", "Capital_Campaign_Average_Owner_Investment"]},
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// { id: "cap_camp", fields: ["Capital_Campaign_Owner_Participation_", "Capital_Campaign_Average_Owner_Investment"]},
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],
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};
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@@ -713,7 +713,7 @@ const stage5: StageSectionConfig = {
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export const formConfig: FormConfig = {
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id: "org_engagement_check_in",
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title: "Co-op Check-in",
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title: "Co-op Survey",
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subtitle:
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"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.",
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stageField: "current_stage",
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