Wire real CiviCRM DEV custom fields and dynamic option fetching

2026-05-09 20:42:35 -07:00
parent 54555c74d2
commit c58a49be6d
7 changed files with 663 additions and 213 deletions
--- a/app/api/data/route.ts
+++ b/app/api/data/route.ts
@@ -2,36 +2,60 @@
 * GET /api/data?cid=<cid>&cs=<cs>
 *
 * Verifies the checksum, resolves the org from the contact via the
- * Primary Form Contact relationship, reads the org's Framework Stage,
- * and walks past Org Engagement Submission activities for per-field
- * most-recent prefill.
+ * Primary Form Contact relationship, reads the org's Framework Stage
+ * (`Food_Co_op_Organizing.Stage` on the Organization contact), and walks
+ * past `Check-in (organizing)` activities for per-field most-recent prefill.
+ *
+ * Also fetches the OptionValue rows for any option_group_ids referenced by
+ * the form (so radio/select/multiselect fields render with real CRM-defined
+ * options) and returns them in `payload.options`.
 *
 * Returns FormDataPayload (see types/form.ts).
 *
- * STUB MODE: if CiviCRM env vars are unset, returns mock data so the UI
- * is exercisable without a live CRM. The mock data uses the actual stage
- * values and a couple of populated example fields so the form looks alive
- * during development.
+ * STUB MODE: if CiviCRM env vars are unset, returns mock data + a small set
+ * of mock options so the UI is exercisable without a live CRM.
 */

 import { NextRequest, NextResponse } from "next/server";
 import { civi, verifyChecksum } from "@/lib/civicrm";
 import { loadPrefill } from "@/lib/prefill";
-import { allFields } from "@/config/form";
-import type { FormDataPayload } from "@/types/form";
+import { allFields, optionGroupIds, ACTIVITY_TYPE_NAME } from "@/config/form";
+import type { FormDataPayload, SelectOption } from "@/types/form";

 const STUB_PAYLOAD: FormDataPayload = {
  orgName: "Sample Co-op (stub)",
  currentStage: "Organizing",
  prefill: {
-    stage_0_peer_group_participation: "Peer cohort 4",
-    stage_0_members_current: 87,
-    stage_0_total_members_at_opening: null,
-    stage_0_projected_y1_sales: 2400000,
-    stage_0_projected_y2_sales: 2950000,
-    stage_0_total_cost_of_project: 4200000,
-    stage_1_vision: "A neighborhood-rooted co-op grocery prioritizing local farmers and equity in food access.",
-    stage_1_business_concept: "5,500 sq ft full-service co-op in a transit-adjacent storefront.",
+    Peer_Group_Participation: "Yes",
+    Members__current_: 87,
+    Total_members_at_opening: null,
+    Projected_Year_1_Sales: 2400000,
+    Projected_Year_2_Sales: 2950000,
+    Total_cost_of_project: 4200000,
+    Vision: "2024-09-15",
+    Business_Concept: "2024-12-02",
+  },
+  options: {
+    140: [{ value: "Yes", label: "Yes" }, { value: "No", label: "No" }, { value: "Considering", label: "Considering" }],
+    132: [{ value: "Strong", label: "Strong" }, { value: "Moderate", label: "Moderate" }, { value: "Needs Work", label: "Needs work" }],
+    141: [{ value: "Yes", label: "Yes" }, { value: "No", label: "No" }],
+    142: [{ value: "Yes", label: "Yes" }, { value: "No", label: "No" }],
+    133: [{ value: "Viable", label: "Viable" }, { value: "Marginal", label: "Marginal" }, { value: "Not viable", label: "Not viable" }],
+    134: [{ value: "Member equity", label: "Member equity" }, { value: "Member loans", label: "Member loans" }, { value: "Bank debt", label: "Bank debt" }, { value: "Grants", label: "Grants" }],
+    139: [{ value: "Yes", label: "Yes" }, { value: "No", label: "No" }],
+    135: [{ value: "Co-op", label: "Co-op grocery" }, { value: "Conventional", label: "Conventional grocery" }, { value: "Other", label: "Other" }],
+    136: [{ value: "Member", label: "Member" }, { value: "Considering", label: "Considering" }, { value: "Not a member", label: "Not a member" }],
+    137: [{ value: "Member", label: "Member" }, { value: "Considering", label: "Considering" }, { value: "Not a member", label: "Not a member" }],
+    138: [{ value: "UNFI", label: "UNFI" }, { value: "KeHE", label: "KeHE" }, { value: "Other", label: "Other" }, { value: "None", label: "None" }],
+    143: [{ value: "Northeast", label: "Northeast" }, { value: "Mid-Atlantic", label: "Mid-Atlantic" }, { value: "Midwest", label: "Midwest" }, { value: "South", label: "South" }, { value: "West", label: "West" }],
+    75: [
+      { value: "Inquiry", label: "Inquiry" },
+      { value: "Organizing", label: "Stage 1 — Convene & Prepare" },
+      { value: "Feasibility", label: "Stage 2 — Grow & Plan" },
+      { value: "Business feasibility", label: "Stage 3 — Connect & Gather" },
+      { value: "Store Implementation", label: "Stage 4 — Excite & Build" },
+      { value: "Stabilize newly opened co-op", label: "Stage 5 — Fulfill & Stabilize" },
+    ],
  },
 };

@@ -43,6 +67,32 @@ function isStubMode(): boolean {
  );
 }

+interface OptionValueRow {
+  value: string;
+  label: string;
+  option_group_id: number;
+  is_active: boolean;
+}
+
+async function fetchOptionGroups(): Promise<Record<number, SelectOption[]>> {
+  if (optionGroupIds.length === 0) return {};
+  const res = await civi<OptionValueRow>("OptionValue", "get", {
+    select: ["value", "label", "option_group_id", "is_active"],
+    where: [
+      ["option_group_id", "IN", optionGroupIds],
+      ["is_active", "=", true],
+    ],
+    orderBy: { weight: "ASC" },
+    limit: 500,
+  });
+  const out: Record<number, SelectOption[]> = {};
+  for (const row of res.values ?? []) {
+    if (!out[row.option_group_id]) out[row.option_group_id] = [];
+    out[row.option_group_id].push({ value: row.value, label: row.label });
+  }
+  return out;
+}
+
 export async function GET(req: NextRequest) {
  const url = new URL(req.url);
  const cid = url.searchParams.get("cid");
@@ -69,8 +119,7 @@ export async function GET(req: NextRequest) {
  }

  // Resolve the org from the contact's Primary Form Contact relationship.
-  // Requires that the relationship exists and is active. We fetch contact_id_b
-  // because the relationship is Individual (A) → Organization (B).
+  // The relationship is Individual (A) → Organization (B); fetch contact_id_b.
  const relRes = await civi<{ contact_id_b: number }>("Relationship", "get", {
    select: ["contact_id_b"],
    where: [
@@ -95,30 +144,33 @@ export async function GET(req: NextRequest) {
  }
  const orgId = orgs[0].contact_id_b;

-  // Fetch org name + Framework Stage value.
+  // Fetch org name + Framework Stage (org-side, on the organization contact).
  const orgRes = await civi<{
    id: number;
    display_name: string;
    "Food_Co_op_Organizing.Stage": string | null;
-    custom_1?: string | null;
  }>("Contact", "get", {
-    select: ["id", "display_name", "custom_1", "Food_Co_op_Organizing.Stage"],
+    select: ["id", "display_name", "Food_Co_op_Organizing.Stage"],
    where: [["id", "=", orgId]],
  });
  const org = orgRes.values?.[0];
  if (!org) {
    return NextResponse.json({ error: "Organization not found." }, { status: 404 });
  }
-  const currentStage =
-    org["Food_Co_op_Organizing.Stage"] ?? org.custom_1 ?? "";
+  const currentStage = org["Food_Co_op_Organizing.Stage"] ?? "";

-  // Per-field-most-recent prefill across past submission activities.
-  const { values: prefill } = await loadPrefill(orgId, allFields);
+  // Per-field-most-recent prefill across past Check-in activities, plus
+  // option-group fetch — kicked off in parallel.
+  const [{ values: prefill }, options] = await Promise.all([
+    loadPrefill(orgId, allFields, ACTIVITY_TYPE_NAME),
+    fetchOptionGroups(),
+  ]);

  const payload: FormDataPayload = {
    orgName: org.display_name,
    currentStage: typeof currentStage === "string" ? currentStage : "",
    prefill,
+    options,
  };
  return NextResponse.json(payload);
 }
--- a/app/api/submit/route.ts
+++ b/app/api/submit/route.ts
@@ -3,18 +3,18 @@
 *
 * Body: SubmitPayload { cid, cs, values }.
 *
- * Verifies checksum, resolves org from cid (same as /api/data), then creates a
- * new Org Engagement Submission activity with all visible-field values written
- * to their custom-field bindings + stage_at_submission set to the org's
- * current Framework Stage.
+ * Verifies checksum, resolves org from cid (mirror of /api/data), then
+ * creates a new `Check-in (organizing)` activity. The activity's own Stage
+ * field (`Check_in_data__organizing_.Stage`) is auto-populated from the
+ * org's current `Food_Co_op_Organizing.Stage` so each check-in carries a
+ * snapshot of where the org was at submission time.
 *
- * STUB MODE: if CiviCRM env vars are unset, returns success without writing
- * anywhere. Useful for UI dev.
+ * STUB MODE: if CiviCRM env vars are unset, returns success without writing.
 */

 import { NextResponse } from "next/server";
 import { civi, verifyChecksum } from "@/lib/civicrm";
-import { allFields } from "@/config/form";
+import { allFields, ACTIVITY_TYPE_NAME, ACTIVITY_STAGE_FIELD } from "@/config/form";
 import type { SubmitPayload } from "@/types/form";

 function isStubMode(): boolean {
@@ -40,16 +40,13 @@ export async function POST(req: Request) {
  }

  if (isStubMode()) {
-    console.warn("[submit:STUB] would create Org Engagement Submission activity with values:", values);
+    console.warn("[submit:STUB] would create Check-in (organizing) activity with values:", values);
    return NextResponse.json({ ok: true, stub: true });
  }

  const ok = await verifyChecksum(cid, cs);
  if (!ok) {
-    return NextResponse.json(
-      { error: "Link is invalid or has expired." },
-      { status: 401 },
-    );
+    return NextResponse.json({ error: "Link is invalid or has expired." }, { status: 401 });
  }

  // Resolve org via the relationship (mirror of /api/data).
@@ -71,39 +68,37 @@ export async function POST(req: Request) {
  }
  const orgId = orgs[0].contact_id_b;

-  // Read the org's current Framework Stage so we can stamp `stage_at_submission`.
-  const orgRes = await civi<{
-    "Food_Co_op_Organizing.Stage": string | null;
-    custom_1?: string | null;
-  }>("Contact", "get", {
-    select: ["custom_1", "Food_Co_op_Organizing.Stage"],
-    where: [["id", "=", orgId]],
-  });
-  const stageAtSubmission =
-    orgRes.values?.[0]?.["Food_Co_op_Organizing.Stage"] ??
-    orgRes.values?.[0]?.custom_1 ??
-    null;
+  // Read the org's current Framework Stage so we can snapshot it on the activity.
+  const orgRes = await civi<{ "Food_Co_op_Organizing.Stage": string | null }>(
+    "Contact",
+    "get",
+    {
+      select: ["Food_Co_op_Organizing.Stage"],
+      where: [["id", "=", orgId]],
+    },
+  );
+  const stageAtSubmission = orgRes.values?.[0]?.["Food_Co_op_Organizing.Stage"] ?? null;

  // Build the activity record. Each form-side field name maps to its
  // configured `civiField` for the activity-side write.
  const activityRecord: Record<string, unknown> = {
-    "activity_type_id:name": "Org Engagement Submission",
+    "activity_type_id:name": ACTIVITY_TYPE_NAME,
    "status_id:name": "Completed",
    target_contact_id: orgId,
    source_contact_id: Number(cid),
+    subject: "Co-op Check-in (form submission)",
+    [ACTIVITY_STAGE_FIELD]: stageAtSubmission,
  };
  for (const [name, value] of Object.entries(values)) {
    const field = FIELD_BY_NAME.get(name);
    if (!field || !field.civiField) continue;
    if (field.type === "readonly") continue; // never write read-only fields
+    if (name === "current_stage") continue; // org-side, never written to activity
+    if (name === "stage_at_submission") continue; // handled above via ACTIVITY_STAGE_FIELD
    activityRecord[field.civiField] = value;
  }
-  // Stamp the stage-at-submission audit field. Convention: a field named
-  // `Submission_Audit.stage_at_submission` on the activity. Adjust to your
-  // actual machine name if different.
-  activityRecord["Submission_Audit.stage_at_submission"] = stageAtSubmission;

-  await civi("Activity", "create", { values: activityRecord });
+  await civi("Activity", "create", { values: [activityRecord] });

  return NextResponse.json({ ok: true });
 }