Put FileMaker archive buttons beside person and org codes, and link back

AGENTS.md

@@ -146,7 +146,7 @@ This codebase (Rails 8.1)
 | `Communicable` | Gives a record the `notifications` association, nested attributes, a default `communications_scope`, and a `before_validation` addressing a hand-logged communication to the record's `communications_email`. Included by every model whose form renders `shared/_comments_and_communications` |
 | `AuthorCreditable` | Author attribution. Credits are formatted by the credited **person's profile** (`Person#display_name_preference`), not by the record. The record's `author_credit_preference` is the consent snapshot taken at create time and is human-editable only on the author credit divergences page. Anonymity is a one-way latch: the profile or the record can set it, neither can strip it from the other. `credits_to_org` flips the unattributed label to "AWBW Staff"; `credits_creator` (idea models, workshop logs) credits the submitting account's person when no author is named |
 | `Featureable` | `featured`, `publicly_featured` scopes |
-| `FilemakerCoded` | Reads `filemaker_code` as the trimmed, comma-separated **list** it is (Person, Organization): `#filemaker_codes` for the set a record answers to, `.join_filemaker_codes` to combine any mix of strings/lists into one normalized column value (both dedupers union the codes on merge). Nothing should compare the whole column against a single code — the `filemaker_code_links` helper renders one archive link per code |
+| `FilemakerCoded` | Reads `filemaker_code` as the trimmed, comma-separated **list** it is (Person, Organization): `#filemaker_codes` for the set a record answers to, `.join_filemaker_codes` to combine any mix of strings/lists into one normalized column value (both dedupers union the codes on merge). `filemaker_archived_in` names the `Fm*` archive table(s) a model's codes point into (`.filemaker_archives`), and `.with_filemaker_code(code)` finds records carrying a code. Nothing should compare the whole column against a single code — `FilemakerHelper#filemaker_code_links` renders one archive link per code, and `fm_archives#show` links back to the portal records carrying its code |
 | `Mentioner` | ActionText @mention extraction and grouping |
 | `NameFilterable` | Name-based filtering |
 | `PayChargeExtensions` | Included into `Pay::Charge` (via `config/initializers/pay.rb`): turns a Stripe charge into an AWBW `Payment` + `Allocation`, resolving the membership invoice it pays |

app/controllers/fm_archives_controller.rb

@@ -63,6 +63,8 @@ class FmArchivesController < ApplicationController
     { label: "Other", icon: "📎", tables: %w[notes] }
   ]
 
+  PORTAL_MODELS = [ Person, Organization ].freeze
+
   def index
     authorize! :fm_archive
 
@@ -92,10 +94,24 @@ def show
     end
 
     load_backlinks
+    load_portal_records
   end
 
   private
 
+  def load_portal_records
+    @portal_records = PORTAL_MODELS
+      .select { |model| model.filemaker_archives.include?(@record.class) }
+      .flat_map { |model| model.with_filemaker_code(@record.fm_id).to_a }
+    @portal_records |= organizations_via_projects if @record.is_a?(FmOrganization)
+  end
+
+  # Most orgs carry a project code, reaching their FM organization through Project.OrgID.
+  def organizations_via_projects
+    project_ids = FmProject.where("data->>'$.OrgID' = ?", @record.fm_id).pluck(:fm_id)
+    Organization.with_any_filemaker_code(project_ids).to_a
+  end
+
   def load_backlinks
     @backlinks = {}
     return unless @record.class.const_defined?(:HAS_MANY)

app/helpers/filemaker_helper.rb

@@ -1,18 +1,62 @@
 module FilemakerHelper
   # One archive link per FileMaker code a record carries, since a record can answer to
-  # several (see FilemakerCoded). A code the archive has no row for renders as plain
-  # text. `label` prefixes each link, for a button or hint that has to read as an action.
-  def filemaker_code_links(record, archive:, table:, link_class: nil, label: nil)
-    codes = record.filemaker_codes
-    return if codes.empty?
+  # several (see FilemakerCoded). A `label` names the button, adding each code only when
+  # there are several to tell apart.
+  def filemaker_code_links(record, link_class: nil, label: nil, linked_only: false)
+    filemaker_archive_links(record.filemaker_codes, archives: record.class.filemaker_archives,
+                                                    link_class: link_class, label: label, linked_only: linked_only)
+  end
+
+  # The hint under a FileMaker code input, linking each code to its archive record.
+  def filemaker_code_hint(record)
+    links = filemaker_code_links(record, link_class: "text-blue-600 underline hover:text-blue-800")
+    safe_join([ "In the archive:", links ], " ") if links
+  end
+
+  # The FM projects among an org's codes.
+  def filemaker_project_links(organization, link_class: nil, label: nil, linked_only: false)
+    project_ids = FmProject.where(fm_id: organization.filemaker_codes).pluck(:fm_id)
+    filemaker_archive_links(project_ids, archives: [ FmProject ], link_class: link_class, label: label, linked_only: linked_only)
+  end
+
+  # The FM organizations among an org's codes, plus the one each of its projects sits under.
+  def filemaker_organization_links(organization, link_class: nil, label: nil, linked_only: false)
+    codes = organization.filemaker_codes
+    parent_ids = FmProject.where(fm_id: codes).filter_map { |project| project.data["OrgID"].presence }
+    fm_organization_ids = (FmOrganization.where(fm_id: codes).pluck(:fm_id) + parent_ids).uniq
+    filemaker_archive_links(fm_organization_ids, archives: [ FmOrganization ],
+                                                 link_class: link_class, label: label, linked_only: linked_only)
+  end
+
+  # The way back from an archive row to the portal record carrying its code.
+  def filemaker_portal_link(record)
+    text, path = case record
+    when Person then [ record.full_name, person_path(record) ]
+    when Organization then [ record.name, organization_path(record) ]
+    end
+
+    link_to text, path, class: button_classes(:primary_outline, size: :sm)
+  end
+
+  # A code no archive table holds renders struck through, flagging a likely typo —
+  # or is dropped with `linked_only`, for nav buttons that must all lead somewhere.
+  def filemaker_archive_links(codes, archives:, link_class: nil, label: nil, linked_only: false)
+    return if codes.empty? || !allowed_to?(:show?, :fm_archive)
+
+    stored = archives.index_with { |archive| archive.where(fm_id: codes).pluck(:fm_id).to_set }
+    archive_by_code = codes.index_with { |code| archives.find { |candidate| stored[candidate].include?(code) } }
+    archive_by_code.compact! if linked_only
+    return if archive_by_code.empty?
 
-    stored = archive.where(fm_id: codes).pluck(:fm_id).to_set
+    show_code = label.nil? || archive_by_code.many?
 
-    safe_join(codes.map do |code|
-      text = [ label, code ].compact.join(" ")
-      next tag.span(text) unless stored.include?(code)
+    safe_join(archive_by_code.map do |code, archive|
+      text = show_code ? safe_join([ label, code ].compact, " ") : label
+      # line-through! outranks a link_class `underline`, which sets the same text-decoration-line.
+      next tag.span(text, class: [ link_class, "line-through! opacity-60" ], title: "No FileMaker archive record for #{code}") unless archive
 
-      link_to text, fm_archive_path(code, table: table), class: link_class, target: "_blank", rel: "noopener"
+      link_to text, fm_archive_path(code, table: archive.table_name.delete_prefix("fm_")),
+              class: link_class, title: "Open #{code} in the FileMaker archive", target: "_blank", rel: "noopener"
     end, " ")
   end
 end

app/models/concerns/filemaker_coded.rb

@@ -1,18 +1,42 @@
 # One record can answer to more than one FileMaker code — two records that each mapped
 # to a FileMaker row get merged, or the archive itself holds several rows for one
-# person. The `filemaker_code` column holds them as a trimmed, comma-separated list;
+# person. The `filemaker_code` column holds them as a sorted, comma-separated list;
 # this is the seam for reading and combining them, so nothing compares the whole
-# column against a single code.
+# column against a single code. Codes never hold whitespace, so any (tabs, line
+# breaks, pasted non-breaking spaces) is dropped.
 module FilemakerCoded
   extend ActiveSupport::Concern
 
+  included do
+    class_attribute :filemaker_archives, instance_writer: false, default: []
+
+    normalizes :filemaker_code, with: ->(value) { join_filemaker_codes(value) }, apply_to_nil: true
+  end
+
   def filemaker_codes
     self.class.split_filemaker_codes(filemaker_code)
   end
 
   class_methods do
+    # The Fm* archive tables this model's codes point into, checked in order.
+    def filemaker_archived_in(*archives)
+      self.filemaker_archives = archives
+    end
+
+    def with_filemaker_code(code)
+      where("FIND_IN_SET(?, REGEXP_REPLACE(filemaker_code, '[[:space:]]', ''))", strip_filemaker_code(code))
+    end
+
+    def with_any_filemaker_code(codes)
+      codes.map { |code| with_filemaker_code(code) }.reduce(:or) || none
+    end
+
     def split_filemaker_codes(value)
-      value.to_s.split(",").map(&:strip).reject(&:blank?).uniq
+      value.to_s.split(",").map { |code| strip_filemaker_code(code) }.reject(&:empty?).uniq
+    end
+
+    def strip_filemaker_code(code)
+      code.to_s.gsub(/[[:space:]]/, "")
     end
 
     # A single normalized column value from any mix of code strings/lists.

app/models/organization.rb

@@ -2,6 +2,7 @@ class Organization < ApplicationRecord
   include RemoteSearchable, TagFilterable, Trendable, WindowsTypeFilterable, SectorsTaggable, AgeGroupTaggable # Publishable
   include Communicable
   include FilemakerCoded
+  filemaker_archived_in FmProject, FmOrganization
   belongs_to :organization_status
   belongs_to :created_by, class_name: "User", optional: true
   belongs_to :updated_by, class_name: "User", optional: true

app/models/person.rb

@@ -2,6 +2,7 @@ class Person < ApplicationRecord
   include RemoteSearchable, TagFilterable, Trendable, WindowsTypeFilterable, SectorsTaggable, AgeGroupTaggable, StaffTaggable
   include Communicable
   include FilemakerCoded
+  filemaker_archived_in FmRolodex
 
   pay_customer default_payment_processor: :stripe
 

app/views/fm_archives/show.html.erb

@@ -9,6 +9,17 @@
       <%= link_to "Back to list", fm_archives_path(table: @record.class.table_name.sub("fm_", "")), class: button_classes(:primary_outline) %>
     </div>
 
+    <% if @portal_records.any? %>
+      <div class="rounded-xl bg-white p-6">
+        <h2 class="mb-3 text-lg font-semibold">In the portal</h2>
+        <div class="flex flex-wrap gap-2">
+          <% @portal_records.each do |record| %>
+            <%= filemaker_portal_link(record) %>
+          <% end %>
+        </div>
+      </div>
+    <% end %>
+
     <div class="rounded-xl bg-white p-6">
       <dl class="divide-y divide-gray-200">
         <% @record.data.each do |key, value| %>

app/views/organizations/_form.html.erb

@@ -179,16 +179,11 @@
     <% if allowed_to?(:manage?, Organization) %>
       <div class="admin-only bg-blue-100">
         <%= f.input :filemaker_code,
-                    label: "FileMaker Project ID",
+                    label: "FileMaker project or organization ID",
+                    hint: filemaker_code_hint(f.object),
                     input_html: {
                       class: "rounded-md border-gray-300 bg-blue-100 shadow-sm focus:ring-blue-500 focus:border-blue-500"
                     } %>
-        <%- if params[:admin] == "true" %>
-          <p class="mt-1 text-xs">
-            <%= filemaker_code_links(f.object, archive: FmProject, table: "projects", label: "View archive",
-                                     link_class: "text-blue-600 hover:text-blue-800 underline") %>
-          </p>
-        <% end %>
         <% high_profile_gem = tag.i(class: "fa-solid fa-gem text-purple-600", aria: { hidden: true }) %>
         <%= f.input :high_profile,
                     label: "High profile",

app/views/organizations/edit.html.erb

@@ -9,10 +9,10 @@
   <% end %>
 <% end %>
 <% actions = capture do %>
-  <% if params[:admin] == "true" %>
-    <%= filemaker_code_links(@organization, archive: FmProject, table: "projects", label: "FM project",
-                             link_class: "admin-only bg-blue-100 text-sm #{eyebrow_link_class} px-2 py-1") %>
-  <% end %>
+  <%= filemaker_project_links(@organization, label: "FM project", linked_only: true,
+                              link_class: "admin-only bg-blue-100 text-sm #{eyebrow_link_class} px-2 py-1") %>
+  <%= filemaker_organization_links(@organization, label: "FM organization", linked_only: true,
+                                   link_class: "admin-only bg-blue-100 text-sm #{eyebrow_link_class} px-2 py-1") %>
   <%= link_to "Home", root_path, class: "text-sm #{eyebrow_link_class} px-2 py-1" %>
   <%= link_to "Organizations", organizations_path, class: "text-sm #{eyebrow_link_class} px-2 py-1" %>
   <%= link_to "Profile", organization_path(@organization), class: "text-sm #{eyebrow_link_class} px-2 py-1" %>

app/views/people/_admin_details.html.erb

@@ -98,8 +98,7 @@
         <dl class="grid grid-cols-[auto_1fr] gap-x-4 gap-y-2 text-sm">
           <dt class="font-medium text-gray-500">FileMaker code</dt>
           <dd class="text-gray-900">
-            <%= filemaker_code_links(person, archive: FmRolodex, table: "rolodexes",
-                                     link_class: "text-blue-600 underline hover:text-blue-800") || "—" %>
+            <%= filemaker_code_links(person, link_class: "text-blue-600 underline hover:text-blue-800") || "—" %>
           </dd>
           <dt class="font-medium text-gray-500">Racial/ethnic identity</dt>
           <dd class="text-gray-900"><%= person.racial_ethnic_identity.presence || "—" %></dd>

app/views/people/_form.html.erb

@@ -467,14 +467,9 @@
           <div class="w-full sm:w-64">
             <%= f.input :filemaker_code,
                         label: "FileMaker code",
+                        hint: filemaker_code_hint(f.object),
                         input_html: { class: "w-full" },
                         wrapper_html: { class: "w-full" } %>
-            <%- if params[:admin] == "true" %>
-              <p class="mt-1 text-xs">
-                <%= filemaker_code_links(f.object, archive: FmRolodex, table: "rolodexes", label: "View archive",
-                                         link_class: "text-blue-600 hover:text-blue-800 underline") %>
-              </p>
-            <% end %>
           </div>
         </div>
 

app/views/people/edit.html.erb

@@ -32,13 +32,11 @@
   <% if @person.user %>
     <%= link_to "User account", user_path(@person.user), class: "admin-only bg-blue-100 text-sm #{eyebrow_link_class} px-2 py-1" %>
   <% end %>
+  <%= filemaker_code_links(@person, label: "Rolodex", linked_only: true,
+                           link_class: "admin-only bg-blue-100 text-sm #{eyebrow_link_class} px-2 py-1") %>
   <% if allowed_to?(:index?, with: Admin::AhoyActivityPolicy) %>
     <%= link_to "Activity", admin_activities_events_path(person_id: @person.id, time_period: "all_time", audience: %w[visitors users staff], hide_account: "1", hide_interactions: "1"), class: "admin-only bg-blue-100 text-sm #{eyebrow_link_class} px-2 py-1" %>
   <% end %>
-  <% if params[:admin] == "true" %>
-    <%= filemaker_code_links(@person, archive: FmRolodex, table: "rolodexes", label: "Rolodex",
-                             link_class: "admin-only bg-blue-100 text-sm #{eyebrow_link_class} px-2 py-1") %>
-  <% end %>
   <%= link_to "Change password", change_password_path, class: "text-sm #{eyebrow_link_class} px-2 py-1" %>
   <%= link_to "Home", root_path, class: "text-sm #{eyebrow_link_class} px-2 py-1" %>
   <%= link_to "People", people_path, class: "text-sm #{eyebrow_link_class} px-2 py-1" %>

config/features.yml

@@ -4221,3 +4221,18 @@
     The FileMaker archive now sorts its 44 tables into labeled groups — people,
     organizations, events, payments, funding and more — so the table you want
     is easier to find.
+
+- name: "Jump between people, orgs, and the FileMaker archive"
+  area: people
+  display_status: admin_facing
+  released_on: 2026-10-12
+  pr_number: 2648
+  summary: >-
+    Each FileMaker code on person and organization edit pages links to its
+    archive record, and each archive record links back to the portal person or
+    organization that carries its code.
+  pro_tips:
+    - "A struck-through code means the archive has no record for that code — check it for a typo."
+    - "Separate several codes with commas. Spaces, tabs, and line breaks are ignored, and the list saves sorted."
+    - "An organization's edit page also links the FileMaker organization its project belongs to."
+    - "An organization's code can be a FileMaker project ID (like P2775) or organization ID (like ORG07206). Type the whole code, letters included."