New MembershipChart card sits between the DateTimeline and the section
accordions, rendering whenever Members__current_ or
Member_Goal_for_current_Stage has any historical data.
- Actual member count: smooth leaf-700 polyline with a faint leaf-500
area fill underneath, dots at every measurement, an emphasized dot
on the most recent point with the value labeled inline.
- Goal: dashed clay-600 step line — each goal value is treated as a
target that holds until the next update, then extends flat to the
right edge of the chart. Dots at each update; the most-recent goal
value labeled at the right.
- Y-axis: niceYTicks picks 3–5 round-number ticks (snapped to
1/2/2.5/5/10 × 10^N) spanning [min(0, dataMin), dataMax]; faint
gridlines + tabular-num labels on the left. Anchoring at 0 keeps
growth-from-small-base readable.
- X-axis: reuses generateAxisTicks for adaptive month/year stepping,
matching the timeline above. Today gets a dashed clay vertical
guide when in range.
- Header: title + subtitle + an inline 'NNN of MMM target · X to go'
callout in tabular-nums, color-coded (clay-700 if behind goal,
leaf-700 if above).
- Legend at the bottom with line+dot chips for both series.
Three improvements to the report's DateTimeline:
1. Tooltips on every dot. Each dot is now a focusable span (tabIndex,
role=img, full aria-label). A small ink-tinted card appears above
the dot on mouse hover or keyboard focus, showing field label,
formatted date, stage rank, and an 'Opened' marker for Date_Opened.
Anchor flips to left/center/right based on the dot's position so
tooltips don't overflow the row at the edges.
2. Plot every date field, including stage 0. The previous version
skipped Stage 0 dates (Internal_Startup_Assessment_Date,
Date_Closed_Folded). Now there are six swim lanes (0-5) instead
of five. Stage 0 gets bg-leaf-200 so the gradient extends one
step lighter.
3. Adaptive month/year x-axis under the lanes. generateAxisTicks
picks a 'nice' interval based on the visible span: 1mo / 2mo /
3mo / 6mo / 1yr / 2yr. January-bordered ticks include the year
so the reader has anchors. Today gets its own labeled clay tick
when it falls in range.
Two visual additions to the read-only activity report.
Sparkline: when the user expands earlier-entries on a numeric field
(number/currency/percent) with two or more numeric points, the
expansion now leads with a 240x56 inline SVG trend chart — chronological
polyline, faint area fill, small dots at every measurement, a slightly
larger emphasized dot on the most recent point. Min and max captions
sit beneath in tabular-nums, formatted in the field's native style
(currency uses Intl, percent appends %, etc.). Non-numeric fields are
unchanged.
DateTimeline: a new card between the context header and the section
accordions. Walks every date-type field in stage sections 1-5 (Stage 0
omitted as it isn't a stage in the journey sense), pulls each field's
most-recent entered date, and lays the events out in five horizontal
swim lanes — one per stage rank, labeled at the left. Time axis
spans from the earliest event to max(latest event, Date_Opened).
Stage 5's Date_Opened is rendered as a larger clay-700 dot with a
heavier ring so it reads as the journey's anchor at the right end.
A faint clay-300 dashed vertical line marks 'today' if it falls
within the range. Color scale across stages is leaf-300 / leaf-500
/ leaf-600 / leaf-700 / clay-700 — a sprout-to-fruit gradient that
matches the existing palette. Empty stage rows still draw their lane
line at half opacity so the structure stays readable. SR-only event
list provides screen-reader access to all plotted dates with their
labels.
Stub payload enriched with four cross-stage date entries so the
timeline has content in dev preview.
CiviCRM APIv4 file custom fields return a bare file id by default; an
extra '.file_name' join is required to get the human-readable filename.
Both the form prefill walk (lib/prefill.ts) and the report walk
(app/api/report/route.ts) now request '<civiField>.file_name' for every
file-type field alongside the primary value, and wrap the prefill into
a { id, file_name } object so downstream UI has both. Falls back to
file_name undefined when the join returns null (eg orphaned id).
The form's FilePriorIndicator already accepts the object shape, so it
now shows the filename inline. The report's FormattedValue gets a
matching case: renders the file_name string if present, falls back to
'Attachment #<id>' when only the id came through.
The earlier 'Currently on file' indicator hung off readonlyValue, which
is sourced from evalState (only carries current_stage). For file fields
the prefill lives in RHF state, not in evalState, so the indicator
never fired.
Replaced with a FilePriorIndicator subcomponent that subscribes to the
field's RHF value via useWatch and renders a small leaf-50 banner with
a paperclip glyph when a previous attachment is present. Falls silent
the moment the user picks a new file (RHF value becomes a FileList).
Filename is derived from whatever shape Civi returned — bare string,
object with file_name/name/label/filename, or numeric file id (generic
message in that case).
Mirrors the form's IA and Field Almanac aesthetic; same auth (cid/cs
checksum) so the org owner who can fill the form can also view its
history.
New routes:
- GET /api/report — verifies checksum, resolves the org via the
Primary Contact relationship, fires Contact.get + Activity.get +
OptionValue.get in parallel. For every form field with a civiField,
walks all the org's Check-in (organizing) activities and collects
every non-empty value into a sorted-DESC history list. Returns
ReportPayload (orgName, currentStage, activities, fieldHistory,
options). Has stub-mode payload for env-less local dev.
- /report — page entry; same layout shell (SiteHeader + SiteFooter,
3xl page width). Eyebrow "Activity report - Co-op organizing".
ReportView component:
- ReportContextHeader: large org name, progress dots + uppercase
"Current stage" eyebrow + the Civi option *label* on its own line
at display-font xl/2xl leaf-800 (matches the form's header). Below
it a 3-up stat band: total check-ins, fields tracked, date span.
- One accordion card per stage section, in stage-rank order. Only
sections that have at least one field-with-entries render — past,
current, or "future-with-data" all welcome; truly empty stages stay
hidden so the page is calm.
- Same journey rail (md+) and mobile stem (md-) with past =
check-filled-leaf, current = filled-leaf-with-ring, future = dashed
hollow ring; solid leaf line vs dashed muted between markers.
- Within each card: divide-y rows. Field label and help on the left,
most-recent value on the right in display-font lg leaf-800, dated
beneath with an "{N} earlier entries" disclosure that expands a
small vertical timeline (date on left, value on right).
- FormattedValue handles currency (Intl), percent, number (tabular
nums), date (long, timezone-safe for YYYY-MM-DD), boolean (Yes/No),
select/readonly (resolved via option group), multiselect (handles
array or delimited string), file (filename), text-like (as-is).
- Loading / empty / error states match the form's treatments.
types/form.ts: new FieldHistoryEntry, ActivitySummary, ReportPayload.
The fieldHistory map keys by FieldConfig.name and only includes fields
that have at least one non-empty entry.
- 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.
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.
Drops the stylized SVG mark in favor of public/fci-logo.png (the official
Food Co-op Initiative logo, including its wordmark). Because the logo now
contains the 'Food Co-op Initiative' text, the duplicate display-font
wordmark is removed; the 'Co-op Check-in' eyebrow stays as a quiet hairline
divider to the right (sm+ only, hidden on mobile to keep the header tight).
Gutter shrinks from md:pl-20 (80px) to md:pl-12 (48px) — a 32px (40%) gain
back to the form column. Markers, pulse halo, and 'Now' pill scale down to
match so the rail still reads at a glance:
- Marker container: -left-14 w-12 -> -left-9 w-7
- Past/future markers: h-6 -> h-5
- Current marker: h-7 ring-4 -> h-6 ring-2; rank label 11px -> 10px
- 'Now' pill: 9px -> 8px; tracking and offset re-balanced for the shorter
drop from the smaller marker bottom
- Rail-pulse keyframe shadow radius: 8px -> 6px to suit the smaller disc
Future stages now render as preview-only "look ahead" cards instead of being
hidden. A user at stage 2 can see headers and contents for stages 3, 4, 5,
but those sections are visibly locked and uneditable.
Locked-card treatment:
- Dashed-rule border, paper-2 fill, no shadow — visually quieter than
active cards
- "Upcoming" pill in the header with a small lock glyph
- Muted stage rank mark (dashed badge, low-opacity icon)
- Panel content wrapped in fieldset[disabled] so every form control inside
is natively non-interactive, with an opacity tweak for affordance
- "A look ahead" banner explaining that fields will become editable when
the co-op reaches this stage
Section visibleWhen is still consulted on submit, so locked-stage values
never get written back to CiviCRM even if data is prefilled.
Journey rail:
- Vertical rail (md+) in a new left gutter; each card carries an aligned
marker. Past stages = filled leaf circle with check; current = filled
leaf disc with rank number, leaf-100 halo ring, and a subtle rail-pulse
box-shadow animation (motion-safe). A "Now" pill sits beneath the
current marker. Future stages = dashed hollow ring with lock glyph.
- Connector segments between markers are solid leaf when the next stage
is past-or-current, dashed muted when future — so the transition from
"traveled" to "ahead" reads at the right place in the journey.
- Mobile fallback: a small vertical stem in the gap between adjacent
cards, styled the same way (solid vs dashed) so the progression cue
still reads on narrow viewports.
- H3: Live currency preview below currency inputs shows the value formatted
with thousands separators (en-US, USD) using Intl.NumberFormat. Skipped
inside matrix cells to keep the Y1 monthly table compact.
- M1: Date inputs now apply min/max bounds. Default window is 1900-01-01 to
2100-12-31; per-field override via FieldConfig.min/max as ISO strings.
- H6: On successful submit, replace the form with a SuccessDestination card
(large checkmark, org name, "Submit another" + "safe to close" affordance).
Prevents accidental duplicate submits from back-button / autofill replay.
- M6: Sticky submit bar respects iOS safe-area-inset-bottom.
FieldRenderer now takes a control prop so the currency preview can subscribe
to its single field via useWatch without re-rendering the whole form.
- 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>
Joel Brock