Name FileMaker archive records

app/controllers/fm_archives_controller.rb

@@ -93,6 +93,8 @@ def show
       return
     end
 
+    @table_key = @record.class.table_name.delete_prefix("fm_")
+    @table_label = TABLES.dig(@table_key, :label)
     load_backlinks
     load_portal_records
   end

app/decorators/fm_people_to_organization_decorator.rb

@@ -5,6 +5,6 @@ def kind
 
   def summary
     org_id = data["OrgID"]
-    FmOrganization.find_by(fm_id: org_id)&.data&.dig("OrgName").presence || org_id
+    FmOrganization.find_by(fm_id: org_id)&.name || org_id
   end
 end

app/decorators/fm_personnel_decorator.rb

@@ -13,7 +13,7 @@ def program
     project = FmProject.find_by(fm_id: data["ProjectID"])
     return data["ProjectID"] unless project
 
-    organization = FmOrganization.find_by(fm_id: project.data["OrgID"])&.data&.dig("OrgName")
-    [ project.data["ProjectName"].presence || project.fm_id, organization ].compact_blank.join(" at ")
+    organization = FmOrganization.find_by(fm_id: project.data["OrgID"])&.name
+    [ project.name, organization ].compact_blank.join(" at ")
   end
 end

app/helpers/filemaker_helper.rb

@@ -41,13 +41,31 @@ def filemaker_portal_link(record)
     link_to text, path, class: button_classes(:primary)
   end
 
-  # An archive field's link to the record it names, struck through when the archive has no such record.
-  def fm_archive_reference_link(fm_id, table)
-    key = table.delete_prefix("fm_")
-    model = FmArchivesController::TABLES.dig(key, :model)
-    return tag.span(fm_id, class: "line-through opacity-60", title: "No FM record found") if model && !model.exists?(fm_id: fm_id)
+  # The archive record an ID field points at, or an unsaved placeholder when the archive has none.
+  def fm_archive_record(fm_id, table)
+    model = FmArchivesController::TABLES.fetch(table.delete_prefix("fm_"))[:model]
+    model.find_by(fm_id: fm_id) || model.new(fm_id: fm_id, data: {})
+  end
+
+  # A record's FileMaker ID, linked to its archive page, or struck through when the archive lacks it.
+  def fm_archive_id_tag(record)
+    unless record.persisted?
+      return tag.span(record.fm_id, class: "ml-1 font-mono text-xs font-normal text-gray-400 line-through", title: "No FM record found")
+    end
+
+    link_to record.fm_id, fm_archive_record_path(record), class: "ml-1 font-mono text-xs font-normal text-primary hover:underline"
+  end
+
+  # What a record is, linked to its archive page, or a not-found note when the archive lacks it.
+  def fm_archive_summary_tag(record)
+    return tag.span("Not found in FM data", class: "text-gray-500 italic") unless record.persisted?
+
+    summary = record.class.decorator_class? ? record.decorate.try(:summary).presence : nil
+    link_to summary || record.name, fm_archive_record_path(record), class: "text-primary hover:underline"
+  end
 
-    link_to fm_id, fm_archive_path(fm_id, table: key), class: "text-primary hover:underline"
+  def fm_archive_record_path(record)
+    fm_archive_path(record.fm_id, table: record.class.table_name.delete_prefix("fm_"))
   end
 
   # The portal's name for a related table's counterpart, when the archive's label doesn't already lead with it.

app/models/concerns/fm_archive.rb

@@ -8,6 +8,8 @@ module FmArchive
   PORTAL_COUNTERPARTS = {}.freeze
   PORTAL_FIELDS = {}.freeze
   USER_LOOKUP_FIELDS = [].freeze
+  CONTEXT_LINK_MAP = {}.freeze
+  PREFIX_LINK_MAP = {}.freeze
 
   included do
     before_validation :set_defaults
@@ -62,8 +64,49 @@ def records_listed_under(_label)
     []
   end
 
+  # The archive table a field's ID points at. A polymorphic field, mapped to nil in FM_LINKS, resolves
+  # by the record's Context or by the ID's prefix.
+  def reference_table(key)
+    value = data[key]
+    return if value.blank? || !self.class::FM_LINKS.key?(key)
+
+    self.class::FM_LINKS[key] || self.class::CONTEXT_LINK_MAP[data["Context"]] || self.class::PREFIX_LINK_MAP[value.to_s[0]]
+  end
+
+  # Each table words its names its own way, so records from different tables never share one.
+  def name
+    fm_id
+  end
+
   private
 
+  def fm_value(*fields)
+    fields.lazy.filter_map { |field| data&.dig(field).to_s.squish.presence }.first
+  end
+
+  def fm_join(*fields)
+    fm_words(*fields.map { |field| fm_value(field) })
+  end
+
+  def fm_words(*parts)
+    parts.compact_blank.join(" ").presence
+  end
+
+  def fm_with(preposition, value)
+    "#{preposition} #{value}" if value.present?
+  end
+
+  def fm_dollars(*fields)
+    amounts = fields.filter_map { |field| Float(fm_value(field)&.delete("$,"), exception: false) }
+    MoneyFormatter.dollars_from_cents((amounts.sum * 100).round) if amounts.any?
+  end
+
+  # "Subject — detail", where the detail carries the table's own wording.
+  def fm_phrase(subject, detail)
+    return detail&.upcase_first || fm_id if subject.blank?
+    [ subject, detail ].compact_blank.join(" — ")
+  end
+
   def set_defaults
     self.data ||= {}
   end

app/models/fm_activity.rb

@@ -39,4 +39,8 @@ class FmActivity < ApplicationRecord
     "ID" => "fm_rolodexes",
     "LinkID" => "fm_payments"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("Subject"), fm_words(fm_value("Type") || "Activity", fm_with("with", fm_value("FullName") || fm_join("FirstName", "LastName"))))
+  end
 end

app/models/fm_address.rb

@@ -30,4 +30,8 @@ class FmAddress < ApplicationRecord
     "RolodexID" => "fm_rolodexes",
     "OrgID" => "fm_organizations"
   }.freeze
+
+  def name
+    [ fm_value("AddrsLine1"), fm_value("AddrsCity") ].compact.join(", ").presence || fm_id
+  end
 end

app/models/fm_allocation.rb

@@ -31,4 +31,8 @@ class FmAllocation < ApplicationRecord
   HAS_MANY = {
     "fm_participants" => { via: "AllocRecID", label: "Participants" }
   }.freeze
+
+  def name
+    fm_words(fm_value("Year"), "allocation", fm_with("of", fm_dollars("AmountGeneral", "AmountSupplies", "AmountExhibit")), fm_with("to", fm_value("ProjectID"))).upcase_first
+  end
 end

app/models/fm_ancillary_data.rb

@@ -20,4 +20,8 @@ class FmAncillaryData < ApplicationRecord
   FM_LINKS = {
     "RolodexID" => "fm_rolodexes"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("FlagText"), fm_words(fm_value("Flag"), "flag"))
+  end
 end

app/models/fm_art_purchase.rb

@@ -22,4 +22,8 @@ class FmArtPurchase < ApplicationRecord
     "ArtRegistryID" => "fm_art_registries",
     "BuyerID" => "fm_rolodexes"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("ArtTitle"), fm_words("purchased", fm_with("for", fm_dollars("AmountPaid"))))
+  end
 end

app/models/fm_art_registry.rb

@@ -53,4 +53,8 @@ class FmArtRegistry < ApplicationRecord
     "fm_art_purchases" => { via: "ArtRegistryID", label: "Art Purchases" },
     "fm_exhibited_items" => { via: "ArtRegistryItemID", label: "Exhibited Items" }
   }.freeze
+
+  def name
+    fm_phrase(fm_value("ArtTitle"), fm_with("by", fm_join("ArtistFirstName", "ArtistLastName")))
+  end
 end

app/models/fm_campaign.rb

@@ -26,4 +26,8 @@ class FmCampaign < ApplicationRecord
     "fm_donor_developers" => { via: "CampaignID", label: "Donor Developers" },
     "fm_solicitations" => { via: "CampaignID", label: "Solicitations" }
   }.freeze
+
+  def name
+    fm_value("Campaign") || fm_id
+  end
 end

app/models/fm_committee.rb

@@ -24,4 +24,8 @@ class FmCommittee < ApplicationRecord
     "fm_committee_meetings" => { via: "CommitteeID", label: "Meetings" },
     "fm_committee_members" => { via: "CommitteeID", label: "Members" }
   }.freeze
+
+  def name
+    fm_value("CommitteeName") || fm_id
+  end
 end

app/models/fm_committee_meeting.rb

@@ -18,4 +18,8 @@ class FmCommitteeMeeting < ApplicationRecord
   FM_LINKS = {
     "CommitteeID" => "fm_committees"
   }.freeze
+
+  def name
+    fm_words("Committee", fm_value("CommitteeID"), "meeting", fm_with("on", fm_value("MeetingDate")))
+  end
 end

app/models/fm_committee_member.rb

@@ -22,4 +22,8 @@ class FmCommitteeMember < ApplicationRecord
     "CommitteeID" => "fm_committees",
     "MemberID" => "fm_rolodexes"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("MemberID"), fm_words(fm_value("Role") || "Member", "of committee", fm_value("CommitteeID")))
+  end
 end

app/models/fm_contact.rb

@@ -21,4 +21,8 @@ class FmContact < ApplicationRecord
   FM_LINKS = {
     "ContacteeID" => "fm_rolodexes"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("RecordID"), fm_words("contact", fm_with("for", fm_value("ContacteeID"))))
+  end
 end

app/models/fm_donor_developer.rb

@@ -26,4 +26,8 @@ class FmDonorDeveloper < ApplicationRecord
   HAS_MANY = {
     "fm_solicitations" => { via: "DonorDevRecID", label: "Solicitations" }
   }.freeze
+
+  def name
+    fm_phrase(fm_value("NameListing"), fm_words("donor developer", fm_with("for", fm_value("CampaignID"))))
+  end
 end

app/models/fm_email_address.rb

@@ -18,4 +18,8 @@ class FmEmailAddress < ApplicationRecord
   FM_LINKS = {
     "OrgID" => "fm_organizations"
   }.freeze
+
+  def name
+    fm_value("EmailAddress") || fm_id
+  end
 end

app/models/fm_event.rb

@@ -47,4 +47,8 @@ class FmEvent < ApplicationRecord
     "fm_volunteers" => { via: "EventID", label: "Volunteers" },
     "fm_quotations" => { via: "EventID", label: "Quotations" }
   }.freeze
+
+  def name
+    fm_value("Title") || fm_id
+  end
 end

app/models/fm_exhibited_item.rb

@@ -23,4 +23,8 @@ class FmExhibitedItem < ApplicationRecord
     "ArtRegistryItemID" => "fm_art_registries",
     "EventID" => "fm_events"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("ItemName"), fm_words("exhibited", fm_with("at", fm_value("EventID"))))
+  end
 end

app/models/fm_expenditure.rb

@@ -23,4 +23,8 @@ class FmExpenditure < ApplicationRecord
   FM_LINKS = {
     "ProjectID" => "fm_projects"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("Name", "Description"), fm_words(fm_dollars("Amount"), "expense"))
+  end
 end

app/models/fm_form_field.rb

@@ -18,4 +18,8 @@ class FmFormField < ApplicationRecord
   FM_KEY_COLUMN = "FieldNo"
 
   FM_LINKS = {}.freeze
+
+  def name
+    fm_words(fm_value("FieldNameFM", "FieldNameWP"), "form field").upcase_first
+  end
 end

app/models/fm_form_letter.rb

@@ -28,4 +28,8 @@ class FmFormLetter < ApplicationRecord
   FM_LINKS = {
     "SignatureID" => "fm_rolodexes"
   }.freeze
+
+  def name
+    fm_value("DocumentName") || fm_id
+  end
 end

app/models/fm_form_submission.rb

@@ -54,4 +54,8 @@ class FmFormSubmission < ApplicationRecord
     "PaymentID" => "fm_payments",
     "ParticRecID" => "fm_participants"
   }.freeze
+
+  def name
+    fm_phrase(fm_join("FirstName", "LastName") || fm_value("OrgName"), fm_value("FormTitle") || "form submission")
+  end
 end

app/models/fm_forms_list.rb

@@ -21,4 +21,8 @@ class FmFormsList < ApplicationRecord
   HAS_MANY = {
     "fm_form_submissions" => { via: "FormID", label: "Form Submissions" }
   }.freeze
+
+  def name
+    fm_value("FormTitle") || fm_id
+  end
 end

app/models/fm_funding.rb

@@ -60,4 +60,10 @@ class FmFunding < ApplicationRecord
     "fm_match_donations" => { via: "FundingID", label: "Match Donations" },
     "fm_reportings" => { via: "FundingRecordID", label: "Reporting Obligations" }
   }.freeze
+
+  def name
+    granted = fm_dollars("AmountGranted")
+    detail = granted ? "#{granted} grant" : fm_words(fm_dollars("RequestAmount"), "funding request")
+    fm_phrase(fm_value("NameTemp", "Purpose"), detail)
+  end
 end

app/models/fm_group.rb

@@ -30,4 +30,8 @@ class FmGroup < ApplicationRecord
   HAS_MANY = {
     "fm_group_members" => { via: "GroupID", label: "Members" }
   }.freeze
+
+  def name
+    fm_value("GroupName") || fm_id
+  end
 end

app/models/fm_group_member.rb

@@ -23,4 +23,8 @@ class FmGroupMember < ApplicationRecord
     "GroupID" => "fm_groups",
     "ContactID" => "fm_rolodexes"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("ContactID"), fm_words("member of group", fm_value("GroupID")))
+  end
 end

app/models/fm_invoice.rb

@@ -44,4 +44,8 @@ class FmInvoice < ApplicationRecord
   HAS_MANY = {
     "fm_line_items" => { via: "InvoiceNo", label: "Line Items" }
   }.freeze
+
+  def name
+    fm_phrase(fm_words("Invoice", fm_value("InvoiceNo")), fm_value("Name", "Company"))
+  end
 end

app/models/fm_line_item.rb

@@ -24,4 +24,8 @@ class FmLineItem < ApplicationRecord
   FM_LINKS = {
     "InvoiceNo" => "fm_invoices"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("Description"), fm_words("line item", fm_with("on invoice", fm_value("InvoiceNo"))))
+  end
 end

app/models/fm_match_donation.rb

@@ -19,4 +19,8 @@ class FmMatchDonation < ApplicationRecord
     "FundingID" => "fm_fundings",
     "RefDonationID" => "fm_payments"
   }.freeze
+
+  def name
+    fm_words(fm_value("Match"), "match", fm_with("of", fm_dollars("Amount")), fm_with("for", fm_value("DonationID"))).upcase_first
+  end
 end

app/models/fm_note.rb

@@ -37,4 +37,8 @@ class FmNote < ApplicationRecord
     "Organizations" => "fm_organizations",
     "Rolodex" => "fm_rolodexes"
   }.freeze
+
+  def name
+    fm_phrase(fm_value("Subject"), fm_words(fm_value("Context")&.singularize, "note"))
+  end
 end

app/models/fm_organization.rb

@@ -51,4 +51,8 @@ class FmOrganization < ApplicationRecord
     "fm_invoices" => { via: "OrgID", label: "Invoices" },
     "fm_people_to_organizations" => { via: "OrgID", label: "People Affiliations" }
   }.freeze
+
+  def name
+    fm_value("OrgName") || fm_id
+  end
 end

app/models/fm_participant.rb

@@ -59,4 +59,8 @@ class FmParticipant < ApplicationRecord
   HAS_MANY = {
     "fm_payments" => { via: "ParticRecID", label: "Payments" }
   }.freeze
+
+  def name
+    fm_phrase(fm_value("Name"), fm_words(fm_value("Role") || "Participant", fm_with("at", fm_value("EventID"))))
+  end
 end