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Import FileMaker organizations, programs, and affiliations - #2788

Merged

maebeale merged 25 commits into

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maebeale/affiliations-organizations-import

Oct 25, 2026

Merged

Import FileMaker organizations, programs, and affiliations#2788
maebeale merged 25 commits into
mainfrom
maebeale/affiliations-organizations-import

Commits on Oct 25, 2026
- Start the FileMaker organizations and affiliations import
  
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- Import FileMaker organizations, programs, and affiliations
  
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- Record that every FileMaker organization comes over
  
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- Read Personnel roles and org types as production records them
  
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- Import a FileMaker Leader as a primary-contact Facilitator
  
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- Give FileMaker liaisons and assistants prod's January shape
  
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- Import FileMaker liaisons as primary-contact facilitators, noting the role
  
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- Import every FileMaker Personnel role as a Facilitator
  
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- Keep a FileMaker program on record when its Personnel row names no one
  
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- Note the AWBW Placeholder fallback in AGENTS.md
  
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- Mark primary contact only where FileMaker says so; match by stretch
  
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- Expect affiliations to point into people-to-organizations too
  
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- Take address handling out of the organizations import; use the shared translator
  
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- Fold leftover Leader affiliations into Facilitator from Data health
  
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- Review Leader affiliations row by row instead of one fold button
  
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- Only report Leader affiliations; leave the cleanup to person edit
  
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- Show whether a Leader row's person already facilitates there
  
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- Report every old-app role title in Data health, not just Leader
  
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- Recount services and rake tasks after main dropped the address translation task
  
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- Land a Personnel row with no imported project at the person's own organization
  
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- Bring differing FileMaker affiliations and phones in as their own records
  
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- Pin that an undated affiliation on either side updates the other
  
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- Bring agency contact people in from the organizations import
  
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- FileMaker codes on imported addresses and phones; phone records on organizations (#2860)
  
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- Edit org phones in the details card, above the phones on addresses
  
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Commits

Commits on Oct 25, 2026