Link a resource's FileMaker code to the quotations archive

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). `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 |
+| `FilemakerCoded` | Reads `filemaker_code` as the trimmed, comma-separated **list** it is (Person, Organization, Resource): `#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

@@ -63,7 +63,7 @@ class FmArchivesController < ApplicationController
     { label: "Other", icon: "📎", tables: %w[notes] }
   ]
 
-  PORTAL_MODELS = [ Person, Organization ].freeze
+  PORTAL_MODELS = [ Person, Organization, Resource ].freeze
 
   def index
     authorize! :fm_archive

app/helpers/filemaker_helper.rb

@@ -33,6 +33,7 @@ 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) ]
+    when Resource then [ record.title, resource_path(record) ]
     end
 
     link_to text, path, class: button_classes(:primary_outline, size: :sm)

app/models/resource.rb

@@ -5,6 +5,8 @@ class Resource < ApplicationRecord
   include Rails.application.routes.url_helpers
   include ActionText::Attachable
   include Mentionable
+  include FilemakerCoded
+  filemaker_archived_in FmQuotation
 
   # Define rich text fields for mentions functionality
   def self.mentionable_rich_text_fields

app/views/resources/_form.html.erb

@@ -51,6 +51,11 @@
             <%= visibility_flag_input f, :publicly_featured %>
             <%= visibility_flag_input f, :hidden_from_search %>
           </div>
+          <%= f.input :filemaker_code,
+                      label: "FileMaker quotation ID",
+                      hint: filemaker_code_hint(f.object),
+                      wrapper_html: { class: "mt-4" },
+                      input_html: { class: "w-full rounded border-gray-300 bg-blue-100" } %>
         </div>
       <% end %>
     </div>

config/features.yml

@@ -4236,3 +4236,15 @@
     - "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."
+
+- name: "Open a Leader spotlight's original FileMaker quote"
+  area: stories
+  display_status: admin_facing
+  released_on: 2026-10-12
+  pr_number: 2663
+  summary: >-
+    A resource's edit page now shows its FileMaker quotation ID and links it to the
+    quote in the FileMaker archive, and each archived quote links back to the
+    resource that carries it.
+  pro_tips:
+    - "The ID sits in the admin box beside the visibility flags. A struck-through ID means the archive has no such quote — check it for a typo."

db/seeds/dev/fm_archive.rb

@@ -68,6 +68,7 @@ def seed_fm(model, fm_ids)
 payments = (Payment.where(person: people).or(Payment.where(organization: organizations)).order(:id).first(3) +
             Payment.order(:id).limit(3)).uniq.first(3)
 workshops = Workshop.order(:title).first(3)
+resources = (Resource.where(kind: "LeaderSpotlight").order(:title).first(3) + Resource.order(:title).first(3)).uniq.first(3)
 
 workshop_titles = [ workshops[0]&.title || "Comfort Journals", workshops[1]&.title || "Watercolor Windows", "Story Dolls" ]
 payment_amounts = [ payments[0], payments[1] ].map { |payment| payment && format("%.2f", payment.amount_cents / 100.0) }
@@ -729,3 +730,4 @@ def seed_fm(model, fm_ids)
 link_codes.call(affiliations, fm_ids[:personnel])
 link_codes.call(payments, fm_ids[:payment])
 link_codes.call(workshops, fm_ids[:workshop])
+link_codes.call(resources, fm_ids[:quotation])

docs/adr/0005-filemaker-code-archive-mapping.md

@@ -28,7 +28,7 @@ drive the archive pages' links.
 | `affiliations.filemaker_code` | `fm_projects`, then `fm_personnels` | `ProjectID`, e.g. `P2775`; rarely `PrsnlRecID`, e.g. `PS9999` | no UI link yet |
 | `payments.filemaker_code` | `fm_payments` | `RecordID`, e.g. `D29186` | dev seed (no UI link yet) |
 | `workshops.filemaker_code` | `fm_workshops` | `WorkshopID` | dev seed (no UI link yet) |
-| `resources.filemaker_code` | `fm_quotations` | `RecordID`, e.g. `Q10215` | no UI link yet |
+| `resources.filemaker_code` | `fm_quotations` | `RecordID`, e.g. `Q10215` | `filemaker_code_hint` on the resource form (admin box) |
 
 - **Organization → Project, or → Organization.** An app `Organization` is usually one
   art program site, which is a FileMaker *Project*. FileMaker's own Organization row is
@@ -50,8 +50,8 @@ drive the archive pages' links.
 - **Resource → Quotation.** In production, 116 of 128 resource codes are quotation ids
   (`Q…`), 115 of them on Leader spotlight resources and one on a Story; 115 of the 116
   exist in `fm_quotations` (quotes and testimonials, with a `WorkShopLeader` field).
-  Form Letters are mail-merge templates, not resources. The dev seed still leaves
-  `resources.filemaker_code` blank.
+  Form Letters are mail-merge templates, not resources. The dev seed gives Leader
+  spotlights quotation codes first.
 
 ## Archive id patterns
 
@@ -173,6 +173,6 @@ Production, 2026-10-12: 84 records (41 organizations, 16 affiliations, 14 worksh
 
 ## Consequences
 
-A UI link for affiliations, payments, workshops, or resources includes `FilemakerCoded` on the
+A UI link for affiliations, payments, or workshops includes `FilemakerCoded` on the
 model and declares the archive table above (e.g. `filemaker_archived_in FmPersonnel`);
 `filemaker_code_links` reads it from there.

spec/models/concerns/filemaker_coded_spec.rb

@@ -65,6 +65,7 @@
     it "names the archive tables each coded model points into" do
       expect(Person.filemaker_archives).to eq([ FmRolodex ])
       expect(Organization.filemaker_archives).to eq([ FmProject, FmOrganization ])
+      expect(Resource.filemaker_archives).to eq([ FmQuotation ])
     end
   end
 end

spec/requests/fm_archives_spec.rb

@@ -65,6 +65,15 @@
       expect(response.body.scan(%r{href="/organizations/\d+"}).size).to eq(2)
     end
 
+    it "links an archived quotation back to the resource carrying its code" do
+      FmQuotation.create!(fm_id: "Q10215")
+      resource = create(:resource, kind: "LeaderSpotlight", title: "Spotlight on a leader", filemaker_code: "Q10215")
+
+      get fm_archive_path("Q10215", table: "quotations")
+
+      expect(response.body).to include(resource_path(resource), "Spotlight on a leader")
+    end
+
     it "omits the portal section when nothing carries the code" do
       FmRolodex.create!(fm_id: "00006")
 

spec/requests/resources_spec.rb

@@ -133,6 +133,16 @@
       expect(response.body).to include('name="resource[publicly_visible]"')
       expect(response.body).to include(VisibilityFlagsHelper::FLAG_DEFINITIONS[:hidden_from_search][:description])
     end
+
+    it "links the FileMaker code to its quotation in the archive" do
+      FmQuotation.create!(fm_id: "Q10215")
+      resource = Resource.create! valid_attributes.merge(filemaker_code: "Q10215, 21")
+      get edit_resource_url(resource)
+
+      expect(response.body).to include('name="resource[filemaker_code]"')
+      expect(response.body).to include(fm_archive_path("Q10215", table: "quotations"))
+      expect(response.body).to include(%(title="No FileMaker archive record for 21"))
+    end
   end
 
   describe "POST /create" do

spec/seeds/fm_archive_seed_spec.rb

@@ -34,6 +34,16 @@
     expect(FmRolodex.find_by!(fm_id: "00901").data.values_at("FirstName", "LastName")).to eq(%w[Abe Archer])
   end
 
+  it "gives Leader spotlights quotation codes ahead of other resources" do
+    other = create(:resource, kind: "Toolkit", title: "Aaa toolkit")
+    spotlight = create(:resource, kind: "LeaderSpotlight", title: "Zed spotlight")
+
+    load seed
+
+    expect(spotlight.reload.filemaker_code).to eq("Q90001")
+    expect(other.reload.filemaker_code).to eq("Q90002, Q90008")
+  end
+
   it "is idempotent" do
     load seed
     expect { load seed }.not_to change(FmPayment, :count)