-
<%= @record.class.name %>
-
FM ID: <%= @record.fm_id %> · Key: <%= @record.fm_key_name %>
+
<%= @record.name %>
+
<%= @table_label %> · FM ID: <%= @record.fm_id %> · Key: <%= @record.fm_key_name %>
- <%= link_to "Back to list", fm_archives_path(table: @record.class.table_name.sub("fm_", "")), class: button_classes(:primary_outline) %>
+ <%= link_to "Back to list", fm_archives_path(table: @table_key), class: button_classes(:primary_outline) %>
<% if @portal_records.any? %>
@@ -65,9 +65,14 @@
<% end %>
<% info[:records].each do |record| %>
- <%= link_to record.fm_id, fm_archive_path(record.fm_id, table: info[:table].sub("fm_", "")),
- class: "text-xs font-mono text-primary hover:underline bg-gray-50 px-2 py-1 rounded",
- data: { turbo_frame: "_top" } %>
+ <%= link_to fm_archive_path(record.fm_id, table: info[:table].sub("fm_", "")),
+ class: "text-xs text-primary hover:underline bg-gray-50 px-2 py-1 rounded",
+ title: record.name, data: { turbo_frame: "_top" } do %>
+ <%= record.fm_id %>
+ <% if record.name != record.fm_id %>
+ <%= truncate(record.name, length: 40) %>
+ <% end %>
+ <% end %>
<% end %>
<% if info[:records].total_pages > 1 %>
diff --git a/config/features.yml b/config/features.yml
index 7b479ba5b3..4449d15688 100644
--- a/config/features.yml
+++ b/config/features.yml
@@ -4304,3 +4304,18 @@
- "Wide images still fill their space edge to edge, as before."
- "This covers the carousels, the story cards on the home and browse pages, the related stories on each story page, and the image carousel on each story."
- "Cards in the home page topic sections now all stay the same size, whatever the shape of the image."
+
+- name: "FileMaker archive records show their names"
+ area: reporting
+ display_status: admin_facing
+ released_on: 2026-10-12
+ pr_number: 2664
+ action_path: "/fm_archives"
+ summary: >-
+ FileMaker archive lists and record pages now show each record's name — a
+ person, organization, event title, or similar — instead of only its ID.
+ pro_tips:
+ - "Each table words its names its own way, so a person's payment, registration, and volunteer shift never look alike, and an art sale reads like \"After the Rain — purchased for $250\"."
+ - "Link rows with no name of their own, like committee members, name the FileMaker IDs they connect."
+ - "An ID field that points at another archive record, like a rolodex OrgID, reads like the phone and address rows: the ID sits beside the field name and the record's name links to it. A struck-through ID means the archive has no such record."
+ - "A payment's RefID now links to the event or funding it was for."
diff --git a/spec/helpers/filemaker_helper_spec.rb b/spec/helpers/filemaker_helper_spec.rb
index 68977695d8..970713661e 100644
--- a/spec/helpers/filemaker_helper_spec.rb
+++ b/spec/helpers/filemaker_helper_spec.rb
@@ -84,22 +84,53 @@
end
end
- describe "#fm_archive_reference_link" do
- it "links an ID the archive holds to its record" do
- FmAddress.create!(fm_id: "74001")
+ describe "#fm_archive_record" do
+ it "finds the record an ID points at" do
+ organization = FmOrganization.create!(fm_id: "ORG1")
- expect(helper.fm_archive_reference_link("74001", "fm_addresses"))
- .to include(%(href="#{fm_archive_path("74001", table: "addresses")}"))
+ expect(helper.fm_archive_record("ORG1", "fm_organizations")).to eq(organization)
+ end
+
+ it "stands in an unsaved placeholder for an ID the archive lacks" do
+ record = helper.fm_archive_record("ORG9", "fm_organizations")
+
+ expect([ record.class, record.fm_id, record.persisted? ]).to eq([ FmOrganization, "ORG9", false ])
+ end
+ end
+
+ describe "#fm_archive_id_tag" do
+ it "links a record's ID to its archive page" do
+ html = helper.fm_archive_id_tag(FmAddress.create!(fm_id: "74001"))
+
+ expect(html).to match(%r{
]*href="#{Regexp.escape(fm_archive_path("74001", table: "addresses"))}"[^>]*>74001})
end
it "strikes through an ID the archive has no record for" do
- html = helper.fm_archive_reference_link("74999", "fm_addresses")
+ html = helper.fm_archive_id_tag(FmAddress.new(fm_id: "74999"))
expect(html).to include("line-through", %(title="No FM record found"), "74999")
expect(html).not_to include("href")
end
end
+ describe "#fm_archive_summary_tag" do
+ it "links a record by its decorator's summary" do
+ address = FmAddress.create!(fm_id: "74001", data: { "AddrsLine1" => "88 Rose Ave", "AddrsCity" => "Venice" })
+
+ expect(helper.fm_archive_summary_tag(address)).to include(">88 Rose Ave, Venice")
+ end
+
+ it "links a record without a decorator by its name" do
+ organization = FmOrganization.create!(fm_id: "ORG1", data: { "OrgName" => "Sample Shelter" })
+
+ expect(helper.fm_archive_summary_tag(organization)).to include(">Sample Shelter")
+ end
+
+ it "notes a record the archive lacks as not found" do
+ expect(helper.fm_archive_summary_tag(FmOrganization.new(fm_id: "ORG9"))).to include("Not found in FM data")
+ end
+ end
+
describe "#fm_portal_counterpart_name" do
let(:rolodex) { FmRolodex.new }
diff --git a/spec/models/concerns/fm_archive_spec.rb b/spec/models/concerns/fm_archive_spec.rb
new file mode 100644
index 0000000000..404bd9ed85
--- /dev/null
+++ b/spec/models/concerns/fm_archive_spec.rb
@@ -0,0 +1,41 @@
+require "rails_helper"
+
+RSpec.describe FmArchive do
+ describe "#name" do
+ it "names a person by their full name" do
+ rolodex = FmRolodex.new(fm_id: "00006", data: { "FirstName" => "Archie", "LastName" => " Coded " })
+
+ expect(rolodex.name).to eq("Archie Coded")
+ end
+
+ it "names an agency rolodex record by its organization" do
+ agency = FmRolodex.new(fm_id: "00006", data: { "FirstName" => "", "Organization" => "Sunrise Shelter" })
+
+ expect(agency.name).to eq("Sunrise Shelter (agency)")
+ end
+
+ it "tells an art purchase apart from the artwork by its price" do
+ purchase = FmArtPurchase.new(fm_id: "1", data: { "ArtTitle" => "After the Rain", "AmountPaid" => "$1,250.00" })
+ artwork = FmArtRegistry.new(fm_id: "2", data: { "ArtTitle" => "After the Rain" })
+
+ expect(purchase.name).to eq("After the Rain — purchased for $1,250")
+ expect(artwork.name).to eq("After the Rain")
+ end
+
+ it "words the detail alone when the subject is blank" do
+ expect(FmArtPurchase.new(fm_id: "1", data: { "AmountPaid" => "90" }).name).to eq("Purchased for $90")
+ end
+
+ it "falls back to the FM ID when nothing names the record" do
+ expect(FmRolodex.new(fm_id: "00006", data: {}).name).to eq("00006")
+ end
+
+ it "gives every seeded archive record its own name, though the seed reuses people and art across tables" do
+ expect { load Rails.root.join("db/seeds/dev/fm_archive.rb") }.to output.to_stdout
+
+ names = FmArchivesController::TABLES.values.flat_map { |config| config[:model].all.map(&:name) }
+
+ expect(names.tally.select { |_, count| count > 1 }.keys).to be_empty
+ end
+ end
+end
diff --git a/spec/requests/fm_archives_spec.rb b/spec/requests/fm_archives_spec.rb
index 5a7f5ba4af..7107a9d748 100644
--- a/spec/requests/fm_archives_spec.rb
+++ b/spec/requests/fm_archives_spec.rb
@@ -15,6 +15,14 @@
expect(response.body).to include("Funding (1)", "table=fundings")
end
+
+ it "names each related record beside its ID" do
+ funding.update!(data: funding.data.merge("Purpose" => "Art supplies", "AmountGranted" => "500"))
+
+ get fm_archive_path(rolodex.fm_id, table: "rolodexes")
+
+ expect(response.body).to match(%r{>FND1\s*]*>Art supplies — \$500 grant})
+ end
end
it "shows a rolodex record's fields under group headings, most important first" do
@@ -162,6 +170,52 @@
expect(response.body).not_to include("Available fields")
end
+ it "links a note's LinkID by its context, leaving its other fields unlinked" do
+ FmProject.create!(fm_id: "P1", data: { "ProjectName" => "Adult Windows" })
+ FmNote.create!(fm_id: "N1", data: { "Context" => "Project", "LinkID" => "P1", "Subject" => "Site visit" })
+
+ get fm_archive_path("N1", table: "notes")
+
+ expect(response.body).to include(fm_archive_path("P1", table: "projects"))
+ expect(response.body).not_to include("Site visit", "line-through")
+ end
+
+ it "links a payment's RefID to the table its prefix names" do
+ FmEvent.create!(fm_id: "E1", data: { "Title" => "Spring Art Auction" })
+ FmPayment.create!(fm_id: "D1", data: { "RefID" => "E1" })
+
+ get fm_archive_path("D1", table: "payments")
+
+ expect(response.body).to include(fm_archive_path("E1", table: "events"))
+ end
+
+ it "shows a linked field's ID beside its label and the record's name as the link" do
+ FmOrganization.create!(fm_id: "ORG1", data: { "OrgName" => "Sample Shelter" })
+ FmProject.create!(fm_id: "P1", data: { "OrgID" => "ORG1" })
+
+ get fm_archive_path("P1", table: "projects")
+
+ path = Regexp.escape(fm_archive_path("ORG1", table: "organizations"))
+ expect(response.body).to match(%r{OrgID\s*]*href="#{path}"[^>]*>ORG1\s*\s*]*>\s*]*href="#{path}"[^>]*>Sample Shelter})
+ end
+
+ it "marks a linked field whose record the archive lacks as not found" do
+ FmProject.create!(fm_id: "P1", data: { "OrgID" => "ORG9" })
+
+ get fm_archive_path("P1", table: "projects")
+
+ expect(response.body).to match(%r{OrgID\s*]*line-through[^>]*>ORG9.*Not found in FM data}m)
+ end
+
+ it "heads the page with the record's name and table" do
+ FmOrganization.create!(fm_id: "ORG1", data: { "OrgName" => "Sunrise Shelter" })
+
+ get fm_archive_path("ORG1", table: "organizations")
+
+ expect(response.body).to match(%r{]*>Sunrise Shelter})
+ expect(response.body).to include("Organizations · FM ID: ORG1")
+ end
+
it "links back to the portal people carrying the archive code" do
FmRolodex.create!(fm_id: "00006")
person = create(:person, first_name: "Archie", last_name: "Coded", filemaker_code: "00012, 00006")
@@ -291,6 +345,14 @@
expect(response.body).to include("People to organizations")
end
+ it "lists each record by name" do
+ FmRolodex.create!(fm_id: "ROL1", data: { "FirstName" => "Archie", "LastName" => "Coded" })
+
+ get fm_archives_path(table: "rolodexes")
+
+ expect(response.body).to include("Archie Coded")
+ end
+
it "marks the selected table as the current page" do
get fm_archives_path(table: "rolodexes")