/** * Form definition for the Org Engagement Check-in form. * * Fields and stages are sourced from the spec at * docs/superpowers/specs/2026-05-08-civi-webform-design.md and the * concrete field list provided 2026-05-09. * * The `civiField` property on each field is currently a placeholder * (`custom_`). Replace these with the actual CiviCRM custom * field references (`custom_` or `.`) once the * field IDs are known. See README.md. */ import type { FieldConfig, FormConfig, StageSectionConfig, VisibilityRule } from "@/types/form"; // Active stage values (stored values in CiviCRM's `Stage` option group). const S = { Inquiry: "Inquiry", Organizing: "Organizing", Feasibility: "Feasibility", BusinessFeasibility: "Business feasibility", StoreImplementation: "Store Implementation", Stabilize: "Stabilize newly opened co-op", } as const; const visibleAtOrAfter = (...stages: string[]): VisibilityRule => ({ field: "current_stage", op: "in", values: stages, }); 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.", fields: [ { name: "current_stage", label: "Framework Stage", type: "readonly", civiField: "Food_Co_op_Organizing.Stage" }, { name: "stage_0_peer_group_participation", label: "Peer Group Participation", type: "text" }, { name: "stage_0_internal_startup_assessment", label: "Internal Startup Assessment", type: "textarea" }, { name: "stage_0_internal_startup_assessment_date", label: "Internal Startup Assessment Date", type: "date" }, { name: "stage_0_member_goal", label: "Member Goal for current Stage", type: "number" }, { name: "stage_0_members_current", label: "Members (current)", type: "number" }, { name: "stage_0_total_members_at_opening", label: "Total members at opening", type: "number" }, { name: "stage_0_volunteers_helping_in_store", label: "Volunteers Helping In Store", type: "number" }, { name: "stage_0_work_from_members", label: "Work from Members", type: "text", help: "Hours, dollars, or descriptive — your choice." }, { name: "stage_0_total_square_ft", label: "Total square ft", type: "number" }, { name: "stage_0_retail_sq_ft", label: "Retail sq ft", type: "number" }, { name: "stage_0_latest_sources_uses_doc", label: "Latest Sources and Uses doc", type: "file" }, { name: "stage_0_latest_pro_forma_doc", label: "Latest Pro Forma doc", type: "file" }, { name: "stage_0_projected_y1_sales", label: "Projected Year 1 Sales", type: "currency" }, { name: "stage_0_projected_y2_sales", label: "Projected Year 2 Sales", type: "currency" }, { name: "stage_0_projected_y3_sales", label: "Projected Year 3 Sales", type: "currency" }, { name: "stage_0_projected_sales_established", label: "Projected sales once established", type: "currency" }, { name: "stage_0_projected_ftes", label: "Projected FTEs", type: "number", step: 0.1 }, { name: "stage_0_actual_fte", label: "Actual FTE", type: "number", step: 0.1 }, { name: "stage_0_total_cost_of_project", label: "Total cost of project", type: "currency" }, { name: "stage_0_member_equity_total_needed", label: "Member equity total needed", type: "currency" }, { name: "stage_0_member_equity_raised", label: "Member equity raised", type: "currency" }, { name: "stage_0_member_loans_total_needed", label: "Member loans total needed", type: "currency" }, { name: "stage_0_member_loans_raised", label: "Member loans raised", type: "currency" }, { name: "stage_0_member_preferred_shares_total_needed", label: "Member preferred shares total needed", type: "currency" }, { name: "stage_0_member_preferred_shares_raised", label: "Member preferred shares raised", type: "currency" }, { name: "stage_0_bank_debt_total_needed", label: "Bank debt total needed", type: "currency" }, { name: "stage_0_bank_debt_raised", label: "Bank debt raised", type: "currency" }, { name: "stage_0_grant_donations_needed", label: "Grants / Donations Needed", type: "currency" }, { name: "stage_0_grants_donations_raised", label: "Grants / Donations Raised", type: "currency" }, { name: "stage_0_other_sources_total_needed", label: "Other sources total needed", type: "currency" }, { name: "stage_0_other_sources_raised", label: "Other sources raised", type: "currency" }, { name: "stage_0_date_closed_folded", label: "Date Closed / Folded", type: "date" }, ].map((f) => ({ ...f, civiField: f.civiField ?? `custom_${f.name}` })) as FieldConfig[], }; const stage1: StageSectionConfig = { rank: 1, id: "stage_1", label: "Stage 1 — Convene & Prepare", visibleWhen: visibleAtOrAfter(S.Organizing, S.Feasibility, S.BusinessFeasibility, S.StoreImplementation, S.Stabilize), fields: [ { name: "stage_1_preliminary_market_assessment", label: "Preliminary Market Assessment", type: "textarea" }, { name: "stage_1_preliminary_market_assessment_upload", label: "Preliminary Market Assessment — Upload", type: "file" }, { name: "stage_1_preliminary_sources_uses", label: "Preliminary Sources And Uses", type: "textarea" }, { name: "stage_1_preliminary_sources_uses_upload", label: "Preliminary Sources and Uses — Upload", type: "file" }, { name: "stage_1_vision", label: "Vision", type: "textarea" }, { name: "stage_1_vision_upload", label: "Vision — Upload", type: "file" }, { name: "stage_1_business_concept", label: "Business Concept", type: "textarea" }, { name: "stage_1_business_concept_upload", label: "Business Concept — Upload", type: "file" }, ].map((f) => ({ ...f, civiField: `custom_${f.name}` })) as FieldConfig[], }; const stage2: StageSectionConfig = { rank: 2, id: "stage_2", label: "Stage 2 — Feasibility", visibleWhen: visibleAtOrAfter(S.Feasibility, S.BusinessFeasibility, S.StoreImplementation, S.Stabilize), fields: [ { name: "stage_2_market_study_date", label: "Market Study Date", type: "date" }, { name: "stage_2_market_study_upload", label: "Market Study — Upload", type: "file" }, { name: "stage_2_pro_forma_date", label: "Pro Forma — date completed", type: "date" }, { name: "stage_2_pro_forma_upload", label: "Pro Forma — Upload", type: "file" }, { name: "stage_2_pro_forma_viability", label: "Pro Forma Viability", type: "select", options: [ { value: "viable", label: "Viable" }, { value: "marginal", label: "Marginal" }, { value: "not_viable", label: "Not viable" }, { value: "tbd", label: "Not yet determined" }, ], }, { name: "stage_2_business_plan", label: "Business Plan", type: "textarea" }, { name: "stage_2_business_plan_upload", label: "Business Plan — Upload", type: "file" }, { name: "stage_2_board_self_assessment", label: "Board Self Assessment", type: "textarea" }, { name: "stage_2_board_self_assessment_upload", label: "Board Self Assessment — Upload", type: "file" }, { name: "stage_2_governance_system", label: "Governance System Used", type: "text" }, ].map((f) => ({ ...f, civiField: `custom_${f.name}` })) as FieldConfig[], }; const stage3: StageSectionConfig = { rank: 3, id: "stage_3", label: "Stage 3 — Connect & Gather", visibleWhen: visibleAtOrAfter(S.BusinessFeasibility, S.StoreImplementation, S.Stabilize), fields: [ { name: "stage_3_site_loi_date", label: "Site: Letter of Intent Date", type: "date" }, { name: "stage_3_site_loi_upload", label: "Site: Letter of Intent — Upload", type: "file" }, { name: "stage_3_own_building_property", label: "Own the building / property", type: "boolean" }, { name: "stage_3_capital_campaign_owner_participation_pct", label: "Capital Campaign: Owner Participation %", type: "percent" }, { name: "stage_3_capital_campaign_avg_owner_investment", label: "Capital Campaign: Average Owner Investment", type: "currency" }, { name: "stage_3_capital_stack", label: "Capital Stack", type: "textarea" }, { name: "stage_3_project_manager_hire_date", label: "Project Manager — Date of Hire", type: "date" }, { name: "stage_3_store_design_plan_completion", label: "Store Design — Plan Completion", type: "date" }, { name: "stage_3_store_designer", label: "Store Designer", type: "text" }, { name: "stage_3_ncg_member", label: "NCG Member", type: "boolean" }, { name: "stage_3_ncg_corridor", label: "NCG Corridor", type: "text" }, { name: "stage_3_infra_member", label: "INFRA Member", type: "boolean" }, { name: "stage_3_other_distributors", label: "Other Distributors", type: "text" }, ].map((f) => ({ ...f, civiField: `custom_${f.name}` })) as FieldConfig[], }; const stage4: StageSectionConfig = { rank: 4, id: "stage_4", label: "Stage 4 — Excite & Build", visibleWhen: visibleAtOrAfter(S.StoreImplementation, S.Stabilize), fields: [ { name: "stage_4_projected_opening_date", label: "Projected Opening Date", type: "date" }, { name: "stage_4_construction_completion_date", label: "Construction Completion Date", type: "date" }, { name: "stage_4_mission_transition_plan_date", label: "Mission Transition Plan — Date", type: "date" }, { name: "stage_4_mission_transition_plan_upload", label: "Mission Transition Plan — Upload", type: "file" }, { name: "stage_4_gm_name", label: "General Manager — Name", type: "text" }, { name: "stage_4_gm_phone", label: "General Manager Phone", type: "phone" }, { name: "stage_4_gm_email", label: "General Manager Email", type: "email" }, { name: "stage_4_gm_hire_date", label: "General Manager — Date of Hire", type: "date" }, { name: "stage_4_gm_background", label: "General Manager Background", type: "textarea" }, { name: "stage_4_gm_support_training", label: "GM Support and Training", type: "textarea" }, { name: "stage_4_gm_support_team", label: "GM Support Team", type: "textarea" }, ].map((f) => ({ ...f, civiField: `custom_${f.name}` })) as FieldConfig[], }; // Stage 5 has 12 monthly + 4 quarterly trackers across multiple metrics; build programmatically. const months = [1, 2, 3, 4, 5, 6, 7, 8, 9, 10, 11, 12]; const quarters = [1, 2, 3, 4]; const stage5: StageSectionConfig = { rank: 5, id: "stage_5", label: "Stage 5 — Fulfill & Stabilize", visibleWhen: visibleAtOrAfter(S.Stabilize), fields: [ { name: "stage_5_date_opened", label: "Date Opened", type: "date" as const }, { name: "stage_5_y1_actual_sales", label: "Y1 Actual Sales", type: "currency" as const }, ...months.map((m) => ({ name: `stage_5_y1_target_m${m}`, label: `Y1 Monthly Sales Target: M${m}`, type: "currency" as const, })), ...months.map((m) => ({ name: `stage_5_y1_actual_m${m}`, label: `Y1 M${m} Actual Sales`, type: "currency" as const, })), ...months.map((m) => ({ name: `stage_5_y1_transactions_m${m}`, label: `Y1 M${m} Transactions`, type: "number" as const, })), ...quarters.map((q) => ({ name: `stage_5_y1_q${q}_labor`, label: `Y1 Q${q} Labor`, type: "number" as const, step: 0.1, help: "FTEs", })), ...quarters.map((q) => ({ name: `stage_5_y1_q${q}_margin`, label: `Y1 Q${q} Margin`, type: "percent" as const, })), ...quarters.map((q) => ({ name: `stage_5_y1_q${q}_member_sales_pct`, label: `Y1 Q${q} Member Sales %`, type: "percent" as const, })), ].map((f) => ({ ...f, civiField: `custom_${f.name}` })) as FieldConfig[], }; export const formConfig: FormConfig = { id: "org_engagement_check_in", title: "Co-op Check-in", 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", sections: [stage0, stage1, stage2, stage3, stage4, stage5], }; /** Convenience: flatten all field configs across all sections for lookup by name. */ export const allFields = formConfig.sections.flatMap((s) => s.fields);