Commit Graph
11 Commits
Author SHA1 Message Date
Joel Brock 9460e8320f WIP: form copy and field visibility adjustments 2026-05-21 12:11:23 -07:00
Joel Brock f0530ed337 FCI theming refresh, contact identity fields, Amplify secrets fix
- Remap globals.css tokens to FCI brand palette (Eggplant #801d7f,
  Spring Pea #96bc33, Seed Grant #679038, Squash #c9ad2d, FCI gray
  #4b5657). Existing leaf-* / clay-* class names preserved.
- Switch body font to Open Sans (FCI's free fallback for Museo Sans).
  Headings keep Fraunces.
- Add contact identity (first name, last name, email) as readonly
  fields at the top of Stage 0. /api/data fetches via APIv4
  Contact.get with email_primary.email join; values flow through
  FormDataPayload.contact and into the form's evalState so the
  readonly renderer displays them. Draft restore re-applies them so
  a stale local draft can't override.
- amplify.yml: fetch Amplify Secrets from SSM Parameter Store when
  they don't arrive as build-shell env vars (the common failure mode
  behind "Refusing to run in production without CIVI_*"). Adds a
  length-only diagnostic echo and a hard-fail guard so a missing
  required var stops the build with a clear message instead of
  bundling empty strings and crashing the SSR Lambda at runtime.
2026-05-20 16:46:44 -07:00
Joel Brock 8caa851bcc Comment out three Stage 0 fields (Peer Group, Internal Startup Assessment x2) 2026-05-20 16:04:21 -07:00
Joel Brock 04e69ca04c Header: show Civi stage label prominently; restore current_stage readonly in Stage 0
- New STAGE_OPTION_GROUP_ID constant (=75) added to config and consumed
  by both the in-card readonly and the header. Because the field carries
  optionGroupId, /api/data auto-includes the Stage option group in its
  parallel fetch (via the existing optionGroupIds derivation).
- SubmissionContextHeader: dropped the small inline 'Stage Organizing'
  line. Replaced with an uppercase 'Current stage' eyebrow next to the
  progress dots, followed by a display-font 20/24px leaf-toned label
  underneath. Resolves the stored option value ('Organizing') to its
  Civi option label ('Stage 1 — Convene & Prepare') via the new
  resolveStageLabel helper; falls back to the raw value if the option
  group hasn't loaded.
- Stage 0 'Check-in (organizing)' section: re-added a current_stage
  readonly field at the top. With optionGroupId set, FieldRenderer's
  readonly branch resolves the value to the Civi label for display.
2026-05-13 12:09:24 -07:00
Joel Brock 74a85d38fe Drop in-form Framework Stage field; align section labels with Civi
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.
2026-05-13 12:04:22 -07:00
Joel Brock b4e80517a7 Derive current stage from most-recent stage-bearing activity
Stage authority moves from Organization.Food_Co_op_Organizing.Stage to the
most recent Check-in (organizing) activity whose Stage custom field is set.
Staff create these activities manually to mark transitions; org-owner form
submissions no longer write the Stage field at all, so they cannot override
a staff-set transition.

- /api/data: removed the Contact.get for org-side Stage; added an
  Activity.get filtered to ACTIVITY_TYPE_NAME + ACTIVITY_STAGE_FIELD IS
  NOT EMPTY, ordered by activity_date_time DESC, id DESC, limit 1.
  Fallback when no such activity exists: Inquiry (rank 0). Org-name
  lookup, stage activity, prefill, and option-group fetch all run in
  parallel via Promise.all.
- /api/submit: removed the stageAtSubmission read + the
  [ACTIVITY_STAGE_FIELD] write on the activity record. The form's
  activities are stage-null by design now.
- config/form.ts: dropped the stage_at_submission readonly field (no
  longer being set or displayed). Kept ACTIVITY_STAGE_FIELD export — it's
  now used by /api/data to find stage-bearing activities. Updated the
  current_stage field comment to reflect the new source.
- components/EngagementForm.tsx: dropped stage_at_submission from
  evalState (no longer referenced by any visibility rule or readonly
  display).

Org.Food_Co_op_Organizing.Stage remains in CiviCRM for staff list views;
the middleware no longer reads or writes it. No backfill required —
orgs without a stage-bearing activity simply read as Inquiry.
2026-05-13 11:41:25 -07:00
Joel Brock da3e48a874 Add matrix-group display for monthly/quarterly time-series fields in Stage 5 2026-05-09 21:29:21 -07:00
Joel Brock 2e9d3855ba Use existing 'Primary Contact' relationship type via FORM_CONTACT_RELATIONSHIP constant 2026-05-09 20:57:29 -07:00
Joel Brock c58a49be6d Wire real CiviCRM DEV custom fields and dynamic option fetching 2026-05-09 20:42:35 -07:00
Joel Brock 54555c74d2 Build standalone CiviCRM check-in middleware 2026-05-09 20:08:15 -07:00
google-labs-jules[bot]andjoelbrock 0899e6ae9a Implement CiviCRM middleware form with stage-based visibility
- Initialize Next.js project with Tailwind CSS
- Create CiviCRM APIv4 integration layer
- Implement stage-based form visibility (stages 0-5)
- Add field mapping configuration for CRM-to-form linking
- Create API routes for data retrieval and submission
- Record form submissions as CiviCRM activities
- Support dynamic contactId and orgId via URL parameters
- Ensure robust form state management with react-hook-form

Co-authored-by: joelbrock <52835+joelbrock@users.noreply.github.com>
2026-05-09 08:12:39 +00:00