[maebeale]

🤖 suggested review level: 5 Inspect 🔬 new bulk import that writes orgs, affiliations and addresses across the whole archive

Needs #2829 merged, then a rebase. Address handling (FmAddressAttributes, the contact-type table, country/state translation) moved to #2829; this branch calls it. Expect small conflicts in ImportFromRolodex and AGENTS.md — keep this side's structure plus #2829's unmatched_addresses.

Imported people still have no jobs, facilitator history, or work addresses; this second FileMaker pass (ADR-0008) brings in the organizations and who worked or facilitated where.

What is the goal of this PR and why is this important?

• fm:import_organizations runs after fm:import_people. Dry run by default; undo with fm:undo_import RUN=…

• Orgs + programs: FM organizations and projects become portal orgs

  • An org with one project stays one org, carrying both codes
  • An org with several projects becomes a parent, with each program nested under it

• Affiliations: from three sources

  • Personnel → matches how prod already records the old app's roles:
    • Every role → Facilitator, with a comment saying how FileMaker listed them
    • Only Leader or Liaison → primary contact; a matched existing Facilitator row gets it turned on
    • Assistant, blank or anything else → not primary contact
    • Links an existing Facilitator row only for the same stretch (overlapping dates), so separate stints stay separate
    • A row naming a project but no person → "AWBW Placeholder" stands in, only where the org has no other affiliations
    • An existing prod row titled with an old-app role (Leader, Liaison, …) links instead of getting a duplicate
  • People-to-organizations → job affiliation
  • The Rolodex card's org + Title → job affiliation

• Work addresses: go onto the org, and the person's affiliation there points at them

  • With no org to land on, the address stays with the person

• Agency cards: the contact person they name now comes in as a person

  • The card's website and addresses fill the agency's org

• Leftover old-app role rows: a new Data health check lists every affiliation still titled Leader, Liaison, Assistant or "default" (prod: 111 Leader, 53 Liaison) for hand cleanup

  • Each row badges whether the person already has a Facilitator row at that org, and lists those rows
  • Each name opens the person's edit page at that affiliation; nothing changes them automatically

How did you approach the change?

• Every FM org comes over, even ones nothing points at
• Personnel: only Status "Active" stays open, from the production values
• Org type: FileMaker's words map onto the 4 portal types; any other word ("School") is Other with the word as its description
• Each source is matched by filemaker_code first, then exact name, so a rerun changes nothing
• Fill blanks only. Where the portal disagrees, it keeps its value and leaves a comment
• Shared archive parsing moved out of ImportFromRolodex (FilemakerValues, FmAddressAttributes)
• ADR-0008 now records these choices. Its open questions carry the draft's provisional answers

Anything else to add?

Decisions to confirm before the real run:

• Reconcile: the reconcile page treats imported Facilitator rows as hand-entered, so it can end an open one when the person no-shows a training. Since Reconcile cancelled training registrants before the event #2803, cancelling a registration can end one too, even before the event. Every change still goes through the preview page. Leaving as is unless we exempt PS…-coded rows
• Not carried: AgreementStatus, Department, project ProjectType

Separately, I noticed fm:import_people wraps a real run in one outer transaction, so its per-batch commits are really savepoints. The new task commits each batch for real.

🤖 Generated with Claude Code

[maebeale]

🤖 From Claude: This is a guess. No real Personnel Status values were available locally. Check the dry run's "Personnel Status values" tally before the real run, because every other value ends the affiliation.

[maebeale]

🤖 From Claude: Settled from the production values: only "Active" (1,774 of 8,907) stays open.