Keep card name and contact fields in sync after edits
Two bugs caused the cards list and integrations to show stale data after a user edited a card in the detail view: 1. ResponseCard.name is a denormalized display string set only at OCR / survey-submit time. Editing firstName or lastName never recomputed it, so the table header and Name column kept the old value. PUT /api/cards/[id] now recomputes name from first + last whenever either changes (unless the caller passed an explicit name). The detail page header reads from in-flight edits so the title updates live as the user types. 2. The default form template marked only firstName/lastName as isCore. Every other field (email, cellPhone, address, etc.) was non-core, so dynamic-field edits landed in ResponseCard.fieldData JSON and never touched the top-level columns the list view, search, CSV export, and integrations read from. The PUT route now promotes any fieldData keys that match canonical columns up to those columns; the default template marks all canonical fields as isCore so new orgs avoid the problem in the first place. Adds scripts/backfill-core-fields.ts (dry-run by default; pass --apply to commit) to flip existing FormField rows to isCore = true where the key matches a canonical column and to promote any existing fieldData values into empty top-level columns + recompute stale name values. Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
Randall Stillwell
parent
532a818995
commit
7aedae02fc
4 changed files with 321 additions and 24 deletions
216
scripts/backfill-core-fields.ts
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216
scripts/backfill-core-fields.ts
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/**
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* Backfill script for the "core fields" bug fix.
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*
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* Background
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* ──────────
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* The default form template marked only `firstName` / `lastName` as
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* `isCore: true`. Every other field (email, cellPhone, address, …) was
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* treated as non-core, so user edits in the dynamic-field form landed
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* inside `ResponseCard.fieldData` (JSON) instead of the matching top-level
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* column. The list view, search, integrations, and CSV export all read the
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* top-level columns, so they showed stale data after edits.
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*
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* Likewise, `ResponseCard.name` is a denormalized display string that was
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* never recomputed when `firstName` / `lastName` changed, so the table's
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* Name column and any integration that reads `name` stayed stale.
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*
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* What this script does
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* ─────────────────────
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* 1. Flips `isCore = true` on every existing `FormTemplateField` whose
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* `key` corresponds to a real top-level `ResponseCard` column.
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* 2. Walks every `ResponseCard` and:
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* a. promotes any matching keys from `fieldData` up to the top-level
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* columns (only when the column is currently empty — explicit
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* column values win over stale-or-newer fieldData values);
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* b. recomputes `name` from `firstName` / `lastName` when it's stale
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* or missing.
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*
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* Usage
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* ─────
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* npx tsx scripts/backfill-core-fields.ts # dry-run (default)
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* npx tsx scripts/backfill-core-fields.ts --apply # actually write
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*/
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import { PrismaClient } from "../src/generated/prisma/client.js";
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import { PrismaPg } from "@prisma/adapter-pg";
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import pg from "pg";
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const APPLY = process.argv.includes("--apply");
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const url = new URL(process.env.DATABASE_URL!);
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url.searchParams.delete("sslmode");
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const pool = new pg.Pool({
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connectionString: url.toString(),
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max: 5,
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ssl: { rejectUnauthorized: false },
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});
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const prisma = new PrismaClient({ adapter: new PrismaPg(pool) });
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const PROMOTABLE_STRING = new Set([
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"firstName", "lastName", "name",
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"gender", "dateOfBirth",
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"maritalStatus", "maritalStatusOther", "visitType",
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"cellPhone", "homePhone", "email",
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"address", "aptNumber", "city", "state", "zip",
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"prayerRequests", "messageTopicsOther", "attendanceDuration",
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"campusPreferenceOther", "howHeardOther", "serviceAttended",
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"followUp", "notes", "serviceTime", "planningCenter",
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]);
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const PROMOTABLE_BOOL = new Set([
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"prayerForTeam", "prayerConfidential",
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"iSaidYesBookSent", "ftGuestLetterSent",
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]);
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const PROMOTABLE_ARRAY = new Set([
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"messageTopics", "nextStep", "campusPreference", "howHeard",
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]);
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const PROMOTABLE_DATE = new Set([
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"firstTimeGuestDate", "salvationDate",
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]);
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const ALL_PROMOTABLE_KEYS = new Set<string>([
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...PROMOTABLE_STRING,
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...PROMOTABLE_BOOL,
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...PROMOTABLE_ARRAY,
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...PROMOTABLE_DATE,
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]);
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function isEmpty(v: unknown): boolean {
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if (v === null || v === undefined) return true;
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if (typeof v === "string") return v.trim() === "";
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if (Array.isArray(v)) return v.length === 0;
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return false;
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}
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async function flipIsCoreOnTemplateFields(): Promise<void> {
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console.log("\n1. Promoting FormField rows to isCore = true…");
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const candidates = await prisma.formField.findMany({
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where: { isCore: false, key: { in: Array.from(ALL_PROMOTABLE_KEYS) } },
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select: { id: true, key: true, label: true, formTemplateId: true },
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});
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console.log(` Found ${candidates.length} non-core field(s) that should be core`);
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if (candidates.length === 0) return;
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for (const f of candidates.slice(0, 10)) {
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console.log(` - ${f.key} (template ${f.formTemplateId})`);
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}
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if (candidates.length > 10) console.log(` … and ${candidates.length - 10} more`);
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if (!APPLY) return;
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const ids = candidates.map((c) => c.id);
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const res = await prisma.formField.updateMany({
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where: { id: { in: ids } },
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data: { isCore: true },
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});
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console.log(` Updated ${res.count} field(s)`);
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}
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async function backfillResponseCards(): Promise<void> {
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console.log("\n2. Backfilling ResponseCard top-level columns from fieldData…");
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const BATCH = 200;
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let cursor: string | undefined;
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let scanned = 0;
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let cardsWithPromotion = 0;
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let cardsWithNameFix = 0;
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let totalFieldsPromoted = 0;
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// Sample logging
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const sample: string[] = [];
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while (true) {
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const cards = await prisma.responseCard.findMany({
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take: BATCH,
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...(cursor ? { skip: 1, cursor: { id: cursor } } : {}),
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orderBy: { id: "asc" },
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});
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if (cards.length === 0) break;
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for (const card of cards) {
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scanned++;
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const updates: Record<string, unknown> = {};
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// (a) Promote fieldData keys → matching top-level columns when the
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// top-level column is currently empty.
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const fd = (card.fieldData as Record<string, unknown> | null) ?? null;
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if (fd && typeof fd === "object") {
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const cardAsAny = card as unknown as Record<string, unknown>;
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for (const [k, v] of Object.entries(fd)) {
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if (!ALL_PROMOTABLE_KEYS.has(k)) continue;
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if (!isEmpty(cardAsAny[k])) continue; // don't clobber existing values
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if (isEmpty(v)) continue;
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if (PROMOTABLE_STRING.has(k)) updates[k] = String(v);
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else if (PROMOTABLE_BOOL.has(k)) updates[k] = Boolean(v);
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else if (PROMOTABLE_ARRAY.has(k)) updates[k] = Array.isArray(v) ? v : null;
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else if (PROMOTABLE_DATE.has(k)) updates[k] = new Date(String(v));
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}
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}
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// (b) Recompute `name` from firstName/lastName when stale or missing.
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const nextFirst =
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("firstName" in updates ? (updates.firstName as string | null) : card.firstName) ?? null;
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const nextLast =
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("lastName" in updates ? (updates.lastName as string | null) : card.lastName) ?? null;
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const combined = [nextFirst, nextLast].filter(Boolean).join(" ").trim();
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const desiredName = combined || null;
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// Only touch `name` if we have first/last to derive from AND the current
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// stored value differs. This avoids wiping a legacy name with null.
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if (desiredName && desiredName !== card.name) {
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updates.name = desiredName;
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}
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if (Object.keys(updates).length === 0) continue;
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const promotedFieldKeys = Object.keys(updates).filter((k) => k !== "name");
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if (promotedFieldKeys.length > 0) {
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cardsWithPromotion++;
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totalFieldsPromoted += promotedFieldKeys.length;
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}
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if ("name" in updates) cardsWithNameFix++;
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if (sample.length < 5) {
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sample.push(
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` - ${card.id}: ${Object.keys(updates).map((k) => `${k}=${JSON.stringify(updates[k])}`).join(", ")}`
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);
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}
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if (APPLY) {
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await prisma.responseCard.update({
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where: { id: card.id },
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data: updates as Parameters<typeof prisma.responseCard.update>[0]["data"],
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});
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}
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}
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cursor = cards[cards.length - 1].id;
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if (cards.length < BATCH) break;
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}
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console.log(` Scanned ${scanned} card(s)`);
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console.log(` Promotion candidates: ${cardsWithPromotion} card(s), ${totalFieldsPromoted} field(s) total`);
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console.log(` Name-recompute candidates: ${cardsWithNameFix} card(s)`);
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if (sample.length) {
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console.log(" Sample changes:");
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for (const line of sample) console.log(line);
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}
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}
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async function main(): Promise<void> {
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console.log("=== ResponseCard core-fields backfill ===");
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console.log(APPLY ? "Mode: APPLY (writes enabled)" : "Mode: DRY-RUN (no writes — pass --apply to commit)");
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await flipIsCoreOnTemplateFields();
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await backfillResponseCards();
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console.log("\nDone.");
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}
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main()
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.catch((err) => {
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console.error("Backfill failed:", err);
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process.exitCode = 1;
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})
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.finally(async () => {
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await prisma.$disconnect();
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await pool.end();
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});
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@ -377,6 +377,7 @@ export default function CardDetailPage() {
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}
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toast.success("Card updated");
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await fetchCard();
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router.refresh();
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} catch (err) {
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toast.error(err instanceof Error ? err.message : "Failed to save");
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} finally {
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@ -407,6 +408,7 @@ export default function CardDetailPage() {
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toast.success("Review complete — card will sync to Monday.com");
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await fetchCard();
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setEdits({});
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router.refresh();
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} catch (err) {
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toast.error(err instanceof Error ? err.message : "Failed to complete review");
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} finally {
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@ -539,6 +541,26 @@ export default function CardDetailPage() {
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const reviewStatus = card.reviewStatus;
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const hasEdits = Object.keys(edits).length > 0 || Object.keys(fieldDataEdits).length > 0;
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// Compute the header title from in-flight edits so it updates live as the
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// user types. Falls back through edits → fieldData edits → card columns →
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// legacy `card.name` so it works for both core and non-core templates.
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const editedFirst =
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"firstName" in edits
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? String(edits.firstName ?? "")
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: "firstName" in fieldDataEdits
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? String(fieldDataEdits.firstName ?? "")
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: (card.firstName ?? "");
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const editedLast =
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"lastName" in edits
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? String(edits.lastName ?? "")
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: "lastName" in fieldDataEdits
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? String(fieldDataEdits.lastName ?? "")
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: (card.lastName ?? "");
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const displayName =
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[editedFirst, editedLast].filter(Boolean).join(" ").trim() ||
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card.name ||
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"Unnamed Card";
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return (
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<div className="space-y-6">
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<div className="flex flex-col gap-3 sm:flex-row sm:items-center sm:gap-4">
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@ -592,7 +614,7 @@ export default function CardDetailPage() {
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</div>
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)}
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<Header title={String(card.name || "Unnamed Card")} icon={ScanLine}>
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<Header title={displayName} icon={ScanLine}>
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<div className="flex flex-wrap gap-2">
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{canReprocess && ocrStatus !== "processing" && (
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<Button variant="outline" size="sm" className="rounded-xl" onClick={handleReprocess} disabled={reprocessing}>
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@ -133,6 +133,60 @@ export async function PUT(
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if (body.rawOcrResponse != null) data.rawOcrResponse = body.rawOcrResponse;
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if (body.fieldData !== undefined) data.fieldData = body.fieldData;
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// Promote any fieldData keys that match canonical top-level ResponseCard
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// columns up to those columns. Form templates may mark contact/address
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// fields as non-core, which means user edits land in `fieldData` only —
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// promotion keeps the top-level columns (used by the list view, search,
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// integrations, CSV export) in sync. Explicit body fields always win.
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if (body.fieldData && typeof body.fieldData === "object") {
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const fd = body.fieldData as Record<string, unknown>;
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const PROMOTABLE_STRING = new Set([
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"firstName", "lastName", "name",
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"gender", "dateOfBirth",
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"maritalStatus", "maritalStatusOther", "visitType",
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"cellPhone", "homePhone", "email",
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"address", "aptNumber", "city", "state", "zip",
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"prayerRequests", "messageTopicsOther", "attendanceDuration",
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"campusPreferenceOther", "howHeardOther", "serviceAttended",
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"followUp", "notes", "serviceTime", "planningCenter",
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]);
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const PROMOTABLE_BOOL = new Set([
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"prayerForTeam", "prayerConfidential",
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"iSaidYesBookSent", "ftGuestLetterSent",
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]);
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const PROMOTABLE_ARRAY = new Set([
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"messageTopics", "nextStep", "campusPreference", "howHeard",
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]);
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const PROMOTABLE_DATE = new Set([
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"firstTimeGuestDate", "salvationDate",
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]);
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for (const [k, v] of Object.entries(fd)) {
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if (k in data) continue;
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if (PROMOTABLE_STRING.has(k)) {
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data[k] = v == null || v === "" ? null : String(v);
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} else if (PROMOTABLE_BOOL.has(k)) {
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data[k] = Boolean(v);
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} else if (PROMOTABLE_ARRAY.has(k)) {
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data[k] = Array.isArray(v) ? v : null;
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} else if (PROMOTABLE_DATE.has(k)) {
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data[k] = v ? new Date(String(v)) : null;
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}
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}
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}
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// Keep the denormalized `name` field in sync with firstName/lastName.
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// `name` is read by the list view, search, sort, integrations, and CSV
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// export, so whenever first/last changes (and the caller didn't already
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// pass an explicit `name`), recompute it.
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if (("firstName" in data || "lastName" in data) && !("name" in data)) {
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const nextFirst =
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"firstName" in data ? (data.firstName as string | null) : card.firstName;
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const nextLast =
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"lastName" in data ? (data.lastName as string | null) : card.lastName;
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const combined = [nextFirst, nextLast].filter(Boolean).join(" ").trim();
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data.name = combined || null;
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}
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for (const assignField of ["assignedToId", "assignedById", "reviewedById"] as const) {
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if (body[assignField] !== undefined) {
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data[assignField] = body[assignField] || null;
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@ -1,32 +1,37 @@
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import { Prisma } from "@/generated/prisma/client";
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import { prisma } from "./db";
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// Every default field maps to a canonical top-level column on ResponseCard,
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// so they're all marked `isCore: true`. That way, edits flow through the
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// `edits` channel and write to top-level columns (read by the list view,
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// search, integrations, etc.) instead of the `fieldData` JSON blob.
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// `fieldData` is reserved for user-defined custom fields.
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const DEFAULT_FIELDS = [
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{ key: "firstName", label: "First Name", type: "text", section: "personal", required: true, removable: false, isCore: true, sortOrder: 0 },
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{ key: "lastName", label: "Last Name", type: "text", section: "personal", required: true, removable: false, isCore: true, sortOrder: 1 },
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{ key: "email", label: "Email", type: "email", section: "contact", sortOrder: 2 },
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{ key: "cellPhone", label: "Cell Phone", type: "phone", section: "contact", sortOrder: 3 },
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{ key: "homePhone", label: "Home Phone", type: "phone", section: "contact", sortOrder: 4 },
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{ key: "gender", label: "Gender", type: "select", section: "personal", options: ["Male", "Female"], sortOrder: 5 },
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{ key: "dateOfBirth", label: "Date of Birth", type: "date", section: "personal", sortOrder: 6 },
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{ key: "maritalStatus", label: "Marital Status", type: "select", section: "personal", options: ["Married", "Single", "Other"], sortOrder: 7 },
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{ key: "visitType", label: "Visit Type", type: "select", section: "survey", options: ["First/Second Time Guest", "Update My Information"], sortOrder: 8 },
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{ key: "address", label: "Address", type: "text", section: "address", sortOrder: 9 },
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{ key: "aptNumber", label: "Apt #", type: "text", section: "address", sortOrder: 10 },
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{ key: "city", label: "City", type: "text", section: "address", sortOrder: 11 },
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{ key: "state", label: "State", type: "text", section: "address", sortOrder: 12 },
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{ key: "zip", label: "Zip", type: "text", section: "address", sortOrder: 13 },
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{ key: "prayerRequests", label: "Prayer Requests", type: "textarea", section: "survey", sortOrder: 14 },
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{ key: "prayerForTeam", label: "For Prayer Team", type: "checkbox", section: "survey", sortOrder: 15 },
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{ key: "prayerConfidential", label: "Confidential", type: "checkbox", section: "survey", sortOrder: 16 },
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{ key: "messageTopics", label: "Message Topics", type: "multiselect", section: "survey", options: ["Stress/Anxiety", "Marriage", "Hearing God's Voice", "Dealing With Doubt", "Parenting", "Grief & Loss", "Forgiveness", "Finances", "Purpose/Calling", "Prayer", "Healthy Boundaries", "Understanding The Bible", "Emotional Health", "Sharing My Faith", "Decision Making", "Spiritual Disciplines", "Spiritual Gifts"], sortOrder: 17 },
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{ key: "nextStep", label: "Next Steps", type: "multiselect", section: "survey", options: ["Baptism", "Next Steps"], sortOrder: 18 },
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{ key: "attendanceDuration", label: "Attendance Duration", type: "radio", section: "survey", options: ["Less than 6 months", "6 Months - 1 Year", "1-3 Years", "4-6 Years", "7+ Years"], sortOrder: 19 },
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{ key: "campusPreference", label: "Campus Preference", type: "multiselect", section: "survey", options: ["Beulah", "Pace/Milton", "Gulf Breeze", "Warrington"], sortOrder: 20 },
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{ key: "howHeard", label: "How Did You Hear About Us?", type: "multiselect", section: "survey", options: ["This is my church home", "Regular Attender", "Drove by", "Social Media", "Google", "Personal Invite"], sortOrder: 21 },
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{ key: "serviceAttended", label: "Service Attended", type: "select", section: "survey", options: ["A", "B", "C", "D"], sortOrder: 22 },
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{ key: "followUp", label: "Follow-Up", type: "text", section: "followup", sortOrder: 23 },
|
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{ key: "notes", label: "Notes", type: "textarea", section: "followup", sortOrder: 24 },
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{ key: "email", label: "Email", type: "email", section: "contact", isCore: true, sortOrder: 2 },
|
||||
{ key: "cellPhone", label: "Cell Phone", type: "phone", section: "contact", isCore: true, sortOrder: 3 },
|
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{ key: "homePhone", label: "Home Phone", type: "phone", section: "contact", isCore: true, sortOrder: 4 },
|
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{ key: "gender", label: "Gender", type: "select", section: "personal", options: ["Male", "Female"], isCore: true, sortOrder: 5 },
|
||||
{ key: "dateOfBirth", label: "Date of Birth", type: "date", section: "personal", isCore: true, sortOrder: 6 },
|
||||
{ key: "maritalStatus", label: "Marital Status", type: "select", section: "personal", options: ["Married", "Single", "Other"], isCore: true, sortOrder: 7 },
|
||||
{ key: "visitType", label: "Visit Type", type: "select", section: "survey", options: ["First/Second Time Guest", "Update My Information"], isCore: true, sortOrder: 8 },
|
||||
{ key: "address", label: "Address", type: "text", section: "address", isCore: true, sortOrder: 9 },
|
||||
{ key: "aptNumber", label: "Apt #", type: "text", section: "address", isCore: true, sortOrder: 10 },
|
||||
{ key: "city", label: "City", type: "text", section: "address", isCore: true, sortOrder: 11 },
|
||||
{ key: "state", label: "State", type: "text", section: "address", isCore: true, sortOrder: 12 },
|
||||
{ key: "zip", label: "Zip", type: "text", section: "address", isCore: true, sortOrder: 13 },
|
||||
{ key: "prayerRequests", label: "Prayer Requests", type: "textarea", section: "survey", isCore: true, sortOrder: 14 },
|
||||
{ key: "prayerForTeam", label: "For Prayer Team", type: "checkbox", section: "survey", isCore: true, sortOrder: 15 },
|
||||
{ key: "prayerConfidential", label: "Confidential", type: "checkbox", section: "survey", isCore: true, sortOrder: 16 },
|
||||
{ key: "messageTopics", label: "Message Topics", type: "multiselect", section: "survey", options: ["Stress/Anxiety", "Marriage", "Hearing God's Voice", "Dealing With Doubt", "Parenting", "Grief & Loss", "Forgiveness", "Finances", "Purpose/Calling", "Prayer", "Healthy Boundaries", "Understanding The Bible", "Emotional Health", "Sharing My Faith", "Decision Making", "Spiritual Disciplines", "Spiritual Gifts"], isCore: true, sortOrder: 17 },
|
||||
{ key: "nextStep", label: "Next Steps", type: "multiselect", section: "survey", options: ["Baptism", "Next Steps"], isCore: true, sortOrder: 18 },
|
||||
{ key: "attendanceDuration", label: "Attendance Duration", type: "radio", section: "survey", options: ["Less than 6 months", "6 Months - 1 Year", "1-3 Years", "4-6 Years", "7+ Years"], isCore: true, sortOrder: 19 },
|
||||
{ key: "campusPreference", label: "Campus Preference", type: "multiselect", section: "survey", options: ["Beulah", "Pace/Milton", "Gulf Breeze", "Warrington"], isCore: true, sortOrder: 20 },
|
||||
{ key: "howHeard", label: "How Did You Hear About Us?", type: "multiselect", section: "survey", options: ["This is my church home", "Regular Attender", "Drove by", "Social Media", "Google", "Personal Invite"], isCore: true, sortOrder: 21 },
|
||||
{ key: "serviceAttended", label: "Service Attended", type: "select", section: "survey", options: ["A", "B", "C", "D"], isCore: true, sortOrder: 22 },
|
||||
{ key: "followUp", label: "Follow-Up", type: "text", section: "followup", isCore: true, sortOrder: 23 },
|
||||
{ key: "notes", label: "Notes", type: "textarea", section: "followup", isCore: true, sortOrder: 24 },
|
||||
];
|
||||
|
||||
export async function seedDefaultTemplate(organizationId: string) {
|
||||
|
|
|
|||
Loading…
Reference in a new issue