Joel Brock ae4e47025c Report: dedicated Membership chart (goal vs actual over time)
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.
2026-05-19 16:37:01 -07:00

Co-op Check-in

A tokenized, mobile-friendly web form that lets external co-op contacts update their organization's tracking data on CiviCRM, plus a read-only activity report showing every value the co-op has shared over time. Built to wrap CiviCRM's existing custom-field schema without modifying it.

How it works

Each co-op has a designated Primary Contact (the individual) linked to the Organization record in CiviCRM. Staff send that contact a personalized link generated against the contact's CiviCRM checksum:

  • https://check-in.fci.coop/?cid=<contactId>&cs=<checksum> — the form
  • https://check-in.fci.coop/report?cid=<contactId>&cs=<checksum> — the report

When the link is opened, the app verifies the checksum against CiviCRM, resolves the organization through the Primary Contact relationship, and loads the right view.

Form. Sections are organized by the co-op development stages (Inquiry → Convene & Prepare → Grow & Plan → Connect & Gather → Excite & Build → Fulfill & Stabilize). The org's current stage controls which sections are editable; past and current stages are open for editing, future stages render as previews with their fields locked so the co-op can see the framework ahead. Fields prefill with each value's most recent non-empty entry from past check-ins. On submit, a new "Check-in (organizing)" activity is created; nothing is overwritten.

Stage authority. The current stage is derived from the most recent "Check-in (organizing)" activity whose Stage field is set. Staff own stage transitions by manually setting Stage on a check-in activity they create; the form itself never writes Stage, so org self-submissions can't override a staff transition. Orgs with no stage-bearing activity default to "Inquiry."

Report. A read-only view of every field that has ever held a value, grouped by stage. Each row shows the most recent value prominently; an "N earlier entries" disclosure expands a chronological list of prior values with their dates. Empty stages and untouched fields are hidden so the page stays calm.

Visual & UX details

  • Field Almanac aesthetic: warm cream paper, deep botanical green ink, a sparing terracotta accent. Fraunces (display) and DM Sans (body) at variable weights. Subtle paper-grain texture via layered CSS gradients.
  • Journey rail runs down the left side on desktop, with a marker per stage and a "Now" pill at the current stage. Past stages are filled with a checkmark, future stages are dashed and locked. A small inter-card stem stands in for the rail on mobile.
  • Draft auto-save to localStorage (30-day TTL) so partial answers survive page refreshes; a "Draft restored" banner appears on return.
  • Successful submit lands on a destination screen instead of a reloaded form, preventing accidental duplicate submits from back-button or autofill replay.
  • Currency live preview, date min/max bounds (19002100), and thousands-separator formatting on numeric fields.
  • Hand-drawn stage icons for each of the six stages; FCI brand logo in the header.

Accessibility

  • Real <label htmlFor> on every control; help text and inline errors linked via aria-describedby.
  • Required fields use aria-required, a visible * with aria-label="required", and typed error messages.
  • Failed-validation submit auto-expands the section containing the first error, scrolls it into view, and focuses the field.
  • Accordion sections follow the disclosure pattern: <button> headers with aria-expanded + aria-controls, role="region" panels.
  • All animations honour prefers-reduced-motion.
  • Skip-to-content link present for keyboard users.
  • iOS safe-area inset respected on the sticky submit bar.

Environment variables

The app runs in stub mode when any of the CiviCRM variables below are missing — the UI is fully exercisable against synthesized data with no live CRM calls. Production startup will refuse to boot in stub mode.

Variable Required? Purpose
CIVI_BASE_URL yes CiviCRM root, e.g. https://crm.fci.coop
CIVI_API_KEY yes API key of a Civi user with permission to read contacts/activities and create activities
CIVI_SITE_KEY yes The site_key from civicrm.settings.php
CIVI_HTTP_AUTH_USER optional Username, if CiviCRM sits behind HTTP Basic Auth at the webserver layer
CIVI_HTTP_AUTH_PASS optional Password for the above
HEALTH_TOKEN optional If set, /api/health requires ?token=… in production
PREVIEW_ADMIN_TOKEN optional If set, /api/preview-link requires a matching Authorization: Bearer … header (admin convenience endpoint for minting form links)
NODE_ENV Set to production for the production build

Copy .env.example to .env.local for local development.

Run locally

npm install
npm run dev

Open http://localhost:3000/?cid=1&cs=anything — any non-empty cs works while in stub mode. The report is at /report?cid=1&cs=anything.

Deploy

The repo ships with render.yaml for Render and a detailed DEPLOYMENT.md covering Render specifically. The app is a standard Next.js 16 App Router project and runs anywhere Node 20+ can run next start — Vercel, AWS Amplify Hosting, App Runner, Fly, self-hosted, etc.

Build + start:

npm run build
npm start

Set all three required CiviCRM variables in the host's secret store; the app auto-leaves stub mode the moment they're all present.

A /healthz route returns a lightweight 200 for platform health checks; /api/health returns a richer diagnostic payload (gated by HEALTH_TOKEN in production).

Editing the form

The form definition lives in config/form.ts — one TypeScript file declaring sections, fields, types, visibility rules, and matrix groups (used for compact M1M12 / Q1Q4 layouts in Stage 5). Each field references its CiviCRM custom field via APIv4's <group_name>.<field_name> syntax. Edit the file, restart npm run dev, you're done.

A browser-based form builder is out of scope for this version.

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