docs(referrals): retire Form C plan and document existing hosted workflow
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# AIA Astro Migration — Living Session Handoff
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**Last updated:** October 30, 2026 (UTC)
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## Current referral decision — 2026-11-01 (supersedes Form C planning)
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The owner directs `/referrals` to retain the current public-site workflow: one
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button-styled **Refer a Client** link to
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[the existing hosted Jotform](https://form.jotform.com/231638510219149). There is **no separate Form C**
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to create, embed, configure or launch. The former Form C / proposed two-form
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architecture is historical only. `/referrals` renders no local form or Form A
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iframe; the original 16 approved Form A placements remain unchanged.
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This is authorization to restore the existing destination in Astro, **not**
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verification of that separate legacy Jotform's HIPAA configuration, notification
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recipients, patient-data handling, accessibility or continued operational
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suitability. Review the actual hosted form and its clinical/privacy claims before
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production cutover. No account modification or submission occurred in this PR.
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**Last updated:** November 1, 2026 (UTC)
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**Repository:** `AIAMarketing/azinstitute4autism.com`
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**Working branch:** `faithful-astro-migration`
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**Last pushed checkpoint:** `55adb797051473c3067a0d454515153237e9b8d6` — completion handling and portal styling. The new commit containing this handoff simplifies Form A to default-live without rewriting that history.
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@@ -26,7 +42,7 @@ and form environment role are retired, not renamed.
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Indexing and forms are independent. Both publication modes emit ten immediate
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frames (two contact, five landing, three consultation) and six deferred bilingual
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service-drawer frames. The bounded registry fixes ID `262946078314059`, HTTPS
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origin, context and language. Forms B/C are not activated; physical B is retired.
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origin, context and language. Form B is retired; Form C is canceled by the November 1 referral decision.
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Live drawers retain four-second/50%-scroll opening, shared 30-day suppression,
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manual CTA override, deferred loading, verified completion acknowledgment for
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@@ -213,10 +229,10 @@ trusted-source comparison. No insecure retrieval was repeated.
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### Current two-form status — 2026-10-29
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- Form A uses one 16-placement live registry: two contact, five landing, three standalone consultation and six EN/ES service drawers. Mode defaults to live; off/mock are explicit options. See the current decision above and the two-form specification.
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- Form A uses one 16-placement live registry: two contact, five landing, three standalone consultation and six EN/ES service drawers. Mode defaults to live; off/mock are explicit options. `/referrals` independently links to the owner-approved existing hosted Jotform; Form C creation is canceled. See the November 1 decision above.
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- Owner-confirmed direct-Jotform evidence covers synthetic EN/ES submission, native thank-you, conditional email/language, generic no-answer/no-PDF staff notification, autoresponder delivery, corrected fixed Reply-To, no webhooks/integrations, privacy scope, recipient access and retention. The owner also reports successful Astro-iframe synthetic submission and confirmation on English contact, Spanish contact and one ABA landing placement; record the exact third route before release. Functional submission acceptance is complete only for those owner-reported samples. All-sixteen-route accessibility, runtime-network/telemetry, deployment and site-release acceptance remain open.
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- The adapter retains fixed URLs, responsive fixed heights, `no-referrer`, `allow-forms allow-scripts allow-same-origin`, no helper script, and a hosted fallback that is hidden without space until a 15-second missing-load timeout. A frame load only clears that timeout; it does not prove cross-origin application health or accepted submission. The official Jotform resizing handler is conditionally acceptable pending separately authorized source, origin, privilege, Firefox and error-state verification; it is not implemented. Fixed heights remain current.
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- No additional Form A approval/environment flags remain. Indexing does not authorize or disable forms. Marketing-only notification routing remains a pre-cutover operational check. Rollback requires explicit mode `off`, rebuild and artifact verification; merely removing the mode restores live. Form C, counters, analytics and API forwarding remain inactive.
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- No additional Form A approval/environment flags remain. Indexing does not authorize or disable forms. Marketing-only notification routing remains a pre-cutover operational check. Rollback requires explicit mode `off`, rebuild and artifact verification; merely removing the mode restores live. No Form C is needed. Counters, analytics and API forwarding remain inactive.
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The indexing-enabled build has 127 HTML routes/canonicals and 109 sitemap URLs.
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Normal staging has 128 `noindex,nofollow` pages because it also contains `/lp`;
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@@ -1,5 +1,21 @@
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# Phase 10 — Technical Readiness Package
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## Current referral decision — 2026-11-01 (supersedes Form C planning)
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The owner directs `/referrals` to retain the current public-site workflow: one
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button-styled **Refer a Client** link to
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[the existing hosted Jotform](https://form.jotform.com/231638510219149). There is **no separate Form C**
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to create, embed, configure or launch. The former Form C / proposed two-form
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architecture is historical only. `/referrals` renders no local form or Form A
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iframe; the original 16 approved Form A placements remain unchanged.
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This is authorization to restore the existing destination in Astro, **not**
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verification of that separate legacy Jotform's HIPAA configuration, notification
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recipients, patient-data handling, accessibility or continued operational
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suitability. Review the actual hosted form and its clinical/privacy claims before
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production cutover. No account modification or submission occurred in this PR.
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Date: 2026-10-22 UTC
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Status: Technical handoff prepared; production gates remain open.
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@@ -17,7 +33,7 @@ and form environment role are retired, not renamed.
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Indexing and forms are independent. Both publication modes emit ten immediate
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frames (two contact, five landing, three consultation) and six deferred bilingual
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service-drawer frames. The bounded registry fixes ID `262946078314059`, HTTPS
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origin, context and language. Forms B/C are not activated; physical B is retired.
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origin, context and language. Form B is retired; Form C creation was canceled by owner decision on 2026-11-01.
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Live drawers retain four-second/50%-scroll opening, shared 30-day suppression,
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manual CTA override, deferred loading, verified completion acknowledgment for
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@@ -85,7 +101,7 @@ The final normal staging build was restored after the indexing build. The explic
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1. Record a locked Node/npm/toolchain and reproducible artifact manifest.
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2. Obtain sanitized Contabo/NixOS/nginx/TLS/DNS/Cloudflare facts.
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3. Verify host-local serving, canonical host, redirects, 404s, cache headers and rollback on an approved staging host.
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4. Default-live Form A is owner-authorized on exactly 16 placements, including public development hosting. No approval flags remain; indexing is independent. Final accessibility, Spanish options/provider-event, runtime privacy and marketing-recipient operational review remain open. Form C remains unimplemented. Site cutover still needs release authorization.
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4. Default-live Form A is owner-authorized on exactly 16 placements, including public development hosting. No approval flags remain; indexing is independent. Final accessibility, Spanish options/provider-event, runtime privacy and marketing-recipient operational review remain open. No Form C is required. `/referrals` links to the existing hosted Jotform; its separate privacy/recipient/operational review remains pending. Site cutover still needs release authorization.
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5. Obtain P9-04 counter origin/credential/consent approval before a live adapter.
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6. Resolve P9-05 analytics/advertising measurement and P9-07 privacy/legal approval.
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7. Obtain P9-06 clinical/organizational and fluent-language approvals, including Arabic diagrams and Spanish HSA/FSA claims.
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@@ -95,7 +111,7 @@ The final normal staging build was restored after the indexing build. The explic
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## Decision status
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P9-01 through P9-10 remain **Pending decision**. No technical feasibility result in this package is an approval. Default-live Form A is explicitly owner-authorized. Counters, analytics, advertising, Form C, private portal serving and hosting activation remain separate and unauthorized by this package.
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P9-01 through P9-10 remain **Pending decision**. No technical feasibility result in this package is an approval. Default-live Form A is explicitly owner-authorized. Counters, analytics, advertising, The existing referral destination, private portal serving and hosting activation still require their respective acceptance; no Form C creation is planned.
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## Recommended checkpoint boundaries
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@@ -1,5 +1,12 @@
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# Phase 9 — Decision register
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> **2026-11-01 referral decision:** The `/referrals` CTA now uses the existing
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> hosted Jotform at https://form.jotform.com/231638510219149. Do not create Form C.
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> P9-03 remains open for review of that legacy destination's actual privacy,
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> notification/recipient, clinical and operational configuration. Older Form C
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> references below are historical and superseded.
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>
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Recorded: 2026-10-14 (source review began October 13). Prepared during Phase 7; no decision or integration is approved by this register. Owner roles are proposed responsibilities, not assigned individuals. Every item is **Pending decision**. A technical option is not approval; translation is not legal/clinical sign-off; browser acceptance is not deployment authorization.
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## P9-01 — Landing-page ownership
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@@ -35,14 +42,14 @@ Recorded: 2026-10-14 (source review began October 13). Prepared during Phase 7;
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## P9-03 — Form/API ownership
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- **Status:** Pending decision
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- **Current implementation:** Form A has seven production-eligible placements and nine separately gated, isolated-test-only consultation placements; all other shared form controls remain disabled with no backend. Physical Form B is retired; Form C remains future work. The consultation surfaces are not production-authorized.
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- **Current implementation (superseding 2026-11-01 decision):** Form A is live by default at its fixed 16 placements. `/referrals` renders a button linking to the existing hosted Jotform (https://form.jotform.com/231638510219149) without an inline form; the Form C plan is canceled.
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- **Evidence:** [two-form integration specification](phase-9-two-form-integration-specification-2026-10-28.md), [../src/components/FormShell.astro](../src/components/FormShell.astro)
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- **Options:** Approved direct Jotform Form A consultation and separate Form C; no Contabo backend for protected lead data.
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- **Current direction:** Retain Form A for its 16 approved routes and the existing externally hosted Jotform for `/referrals`; no Form C creation or Contabo lead-form backend.
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- **Risk if unresolved:** Lost inquiries, accidental collection, unsafe retention or ambiguous failure.
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- **Decision owner role:** AIA intake/operations owner
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- **Required reviewers:** Privacy/legal/security
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- **Dependencies:** Field necessity, recipient, spam controls, retention/access, failure handling, P9-07/09
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- **Acceptance criteria:** Synthetic nonproduction submission success/failure, no-JS/Enter behavior, access and retention documented; explicit activation approval.
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- **Acceptance criteria:** Verify current referral button URL, hosted form accessibility, actual submission/recipient paths, clinical/privacy controls, retention, failure handling and continued availability; record production release decision.
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- **Impacted routes/systems:** Contact, consultation, referrals, service drawer
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- **Authorization required:** Explicit owner decision, then a bounded implementation/test scope; live activation/deployment requires separate authorization.
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- **Resolution date/evidence:** None; not approved.
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@@ -1,5 +1,21 @@
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# P9-03 source-specific implementation plan
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## Current referral decision — 2026-11-01 (supersedes Form C planning)
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The owner directs `/referrals` to retain the current public-site workflow: one
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button-styled **Refer a Client** link to
|
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[the existing hosted Jotform](https://form.jotform.com/231638510219149). There is **no separate Form C**
|
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to create, embed, configure or launch. The former Form C / proposed two-form
|
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architecture is historical only. `/referrals` renders no local form or Form A
|
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iframe; the original 16 approved Form A placements remain unchanged.
|
||||
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This is authorization to restore the existing destination in Astro, **not**
|
||||
verification of that separate legacy Jotform's HIPAA configuration, notification
|
||||
recipients, patient-data handling, accessibility or continued operational
|
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suitability. Review the actual hosted form and its clinical/privacy claims before
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production cutover. No account modification or submission occurred in this PR.
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## Current decision — 2026-10-30: default-live Form A
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The owner intentionally supersedes the earlier isolated-test and seven-route
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@@ -14,7 +30,7 @@ and form environment role are retired, not renamed.
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Indexing and forms are independent. Both publication modes emit ten immediate
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frames (two contact, five landing, three consultation) and six deferred bilingual
|
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service-drawer frames. The bounded registry fixes ID `262946078314059`, HTTPS
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origin, context and language. Forms B/C are not activated; physical B is retired.
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origin, context and language. Form B is retired; Form C planning is canceled as of 2026-11-01.
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Live drawers retain four-second/50%-scroll opening, shared 30-day suppression,
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manual CTA override, deferred loading, verified completion acknowledgment for
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@@ -32,7 +48,7 @@ telemetry/privacy, recipient-routing or hosting acceptance. See the
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Earlier dated decisions and test results below are historical evidence, not
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current environment setup instructions.
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Date: **2026-10-18** · Plan version **1.9 revision 2026-10-30** · Governing contract: [P9-03-JF-2026-10-18 v1.9](phase-9-jotform-integration-contract-2026-10-18.md).
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Date: **2026-10-18** · Plan version **2.0 revision 2026-11-01** · Governing contract: [P9-03-JF-2026-10-18 v1.9](phase-9-jotform-integration-contract-2026-10-18.md).
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**Planning only. Do not execute any batch from this document without separate authorization.** Phase 9 establishes decisions and bounded implementation authority. Phase 10 retains final production integration acceptance, rollback and cutover. The user stages, signs and pushes.
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@@ -59,7 +75,7 @@ The confirmation is limited. Recipient access and Form A retention/deletion cont
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| F-003 | `/client-consultation` | `en/client-consultation.md` | `FormShell.astro` via PageLayout | Form A / `consultation` EN, isolated-test only |
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| F-004 | `/es/client-consultation` | `es/client-consultation.md` | Same | Form A / `consultation` ES, isolated-test only |
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| F-005 | `/schedule-consultation` | `en/schedule-consultation.mdx` | Same | Form A / `consultation` EN, isolated-test only |
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| F-006 | `/referrals` | `en/referrals.mdx` | Same; preserve `#form-title` | C EN |
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| F-006 | `/referrals` | `en/referrals.mdx` | Preserve the existing `Refer a Client` button, directly link https://form.jotform.com/231638510219149; no inline form | Existing hosted Jotform; no Form C |
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| F-007 | `/aba-therapy` | `en/aba-therapy.mdx` | `ServiceInquiryDrawer.astro` | Form A / planned `consultation`; drawer redesign |
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| F-008 | `/autism-evaluations` | `en/autism-evaluations.mdx` | Same | Form A / planned `consultation`; referral-assistance approval |
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| F-009 | `/learner-social-club` | `en/learner-social-club.mdx` | Same | Form A / planned `consultation`; program approval |
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@@ -156,7 +172,7 @@ The owner separately reports that the existing `AIA Lead Generator | plain` form
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- **Acceptance:** distinguish static elements from fields; every proposed field mapped or explicitly pending; no guessed internal IDs or locale behavior. Required callback/contact expectations approved.
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- **Stop:** before any form creation/editing, tests generating notifications, or production mapping.
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### Batch B — Configure Form A consultation and create Form C
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### Historical Batch B — Configure Form A consultation and create Form C (Form C canceled)
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- **Objective:** configure Form A’s future `consultation` context without changing approved `contact`/`landing` behavior, and create one disabled blank Form C — Professional Referral Initiation.
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- **Authorization:** explicit Jotform mutation permission naming the Form A context, Form C, account owner, reviewers, environment, isolation steps, proposed settings and stopping conditions. The historical `250727122848156` form is not a source and must not be cloned or repurposed.
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@@ -1,5 +1,21 @@
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# P9-03 Jotform integration contract
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## Current referral decision — 2026-11-01 (supersedes Form C planning)
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The owner directs `/referrals` to retain the current public-site workflow: one
|
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button-styled **Refer a Client** link to
|
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[the existing hosted Jotform](https://form.jotform.com/231638510219149). There is **no separate Form C**
|
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to create, embed, configure or launch. The former Form C / proposed two-form
|
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architecture is historical only. `/referrals` renders no local form or Form A
|
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iframe; the original 16 approved Form A placements remain unchanged.
|
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This is authorization to restore the existing destination in Astro, **not**
|
||||
verification of that separate legacy Jotform's HIPAA configuration, notification
|
||||
recipients, patient-data handling, accessibility or continued operational
|
||||
suitability. Review the actual hosted form and its clinical/privacy claims before
|
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production cutover. No account modification or submission occurred in this PR.
|
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## Current decision — 2026-10-30: default-live Form A
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The owner intentionally supersedes the earlier isolated-test and seven-route
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@@ -14,7 +30,7 @@ and form environment role are retired, not renamed.
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Indexing and forms are independent. Both publication modes emit ten immediate
|
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frames (two contact, five landing, three consultation) and six deferred bilingual
|
||||
service-drawer frames. The bounded registry fixes ID `262946078314059`, HTTPS
|
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origin, context and language. Forms B/C are not activated; physical B is retired.
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origin, context and language. Form B is retired and no Form C is planned as of 2026-11-01.
|
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Live drawers retain four-second/50%-scroll opening, shared 30-day suppression,
|
||||
manual CTA override, deferred loading, verified completion acknowledgment for
|
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@@ -32,9 +48,9 @@ telemetry/privacy, recipient-routing or hosting acceptance. See the
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Earlier dated decisions and test results below are historical evidence, not
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current environment setup instructions.
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**Contract ID:** P9-03-JF-2026-10-18 · **Version:** 1.9 · **Decision revision:** 2026-10-30
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**Contract ID:** P9-03-JF-2026-10-18 · **Version:** 2.0 · **Decision revision:** 2026-11-01
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**Current status: default-live Form A approved on 16 placements; site deployment/cutover not authorized. Historical contract follows.**
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**Current status: Form A approved on 16 placements; `/referrals` uses the existing hosted Jotform link, not a proposed Form C. Site cutover is not authorized. Historical contract follows.**
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This is the authoritative P9-03 planning contract for the owner decisions supplied on October 18 and revised through October 29. It supersedes conflicting *proposals* in the [October 17 inventory](phase-9-form-entry-point-inventory-2026-10-17.md), without rewriting that historical record. It does not supersede project policy, approve clinical/legal content beyond the Form A configuration scope recorded below, close the Phase 9 register, or authorize production changes. Future changes require an explicit owner decision, a version/change record and evidence links. Version 1.0 records the original planning instruction; version 1.1 adds the owner-supplied complete roster; version 1.2 supersedes the copy-based Form B proposal with three new blank forms; version 1.3 records limited owner-confirmed Form A configuration evidence; version 1.4 reconciles completed direct-Jotform testing and the seven-route isolated iframe adapter; version 1.5 records owner-reported embedded synthetic acceptance for sampled routes; version 1.6 adds the independent production-build gate without deploying it; version 1.7 retires physical Form B and specifies Form A consultation plus Form C referral planning; version 1.8 records the owner-reported consultation configuration and a separate nine-route isolated-test adapter. No future commit SHA is invented.
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@@ -221,7 +237,7 @@ Cross-checked against F-001–F-009 in the local CSV, current source and eligibl
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| F-003 | `/client-consultation` | EN | `src/components/FormShell.astro:12`, `layouts/PageLayout.astro:15,82` | Form A / `consultation`, isolated-test only |
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| F-004 | `/es/client-consultation` | ES | Same, explicit locale | Form A / `consultation`, isolated-test only |
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| F-005 | `/schedule-consultation` | EN | Same FormShell | Form A / `consultation`, isolated-test only |
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| F-006 | `/referrals` | EN | Same FormShell; CTA `#form-title` | C |
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| F-006 | `/referrals` | EN | External button `Refer a Client` | Existing hosted Jotform https://form.jotform.com/231638510219149; no Form C |
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| F-007 | `/aba-therapy` | EN | `src/components/ServiceInquiryDrawer.astro`, `layouts/PageLayout.astro` | Form A / `consultation`, isolated-test-only explicit drawer |
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| F-008 | `/autism-evaluations` | EN | Same drawer | Form A / `consultation`, isolated-test-only explicit drawer |
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| F-009 | `/learner-social-club` | EN | Same drawer | Form A / `consultation`, isolated-test-only explicit drawer |
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@@ -10,7 +10,7 @@ JF-08,Embedding,"Approved HTTPS origin, hosted/iframe URLs, dimensions/mobile, s
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JF-09,Controlled synthetic acceptance,"Actual EN/ES synthetic submission, notifications, success/failure, redirects and privacy boundary",Later separately authorized isolated form/environment; never real patient data,"Owner-confirmed 2026-10-28 direct-Jotform EN/ES and sampled Astro-iframe synthetic submissions with native thank-you and notification/autoresponder delivery. Functional submission acceptance is complete for the reported samples; exact ABA landing route, all-seven-route runtime/privacy and production-release acceptance remain open; 2026-10-30 supersession: 16 placements are default-live by owner authorization, with remaining all-route runtime/accessibility acceptance separate",Owner-verified — Form A functional submission samples,2026-10-28,Separate batch authorization; no action authorized by this checklist
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OA-01,Intake/operations,"Minimum fields, required flags/contact preference consistency, follow-up/callback expectations, Tour/fundraising scope",Intake/operations,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
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OA-02,Clinical leadership,"Eligibility, service/evaluation availability, private-pay Social Club distinction, referral boundary and approved claims",Clinical leadership,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
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OA-03,Jotform account owner,"JF-01–08 for Form A consultation and Form C, Form C blank-form creation, actual configuration/ID and preservation of all existing forms",Jotform account owner,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
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OA-03,Jotform account owner,"JF-01–08 for Form A consultation; confirm the existing hosted /referrals Jotform operational configuration and preservation of all existing forms",Jotform account owner,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
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OA-04,English/Spanish reviewer,"Labels, errors, instructions, confirmations and locale switching; no automatic translation approval",English/Spanish reviewer,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
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OA-05,Privacy/legal/security,"Protected fields, generic email/headers/recipients, embeds/referrers, vendor flows, access/retention and tracking boundaries",Privacy/legal/security,"Owner-verified 2026-10-27 privacy approval for Form A PHI protection, generic no-PHI notification, no PDF attachment, no webhooks/integrations, recipient access and retention/deletion; embed/referrer runtime review and tracking boundaries remain open","Partially verified — Form A configuration, access and retention scope",2026-10-27,Separate batch authorization; no action authorized by this checklist
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OA-06,Marketing,Deferred attribution categories and redesigned successful-submission semantics,Marketing,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
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@@ -18,5 +18,5 @@ OA-07,Hosting owner,"Static/API separation, compile/deploy gates, CSP/referrer/l
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OA-08,Release owner,"Phase 10 integration activation, go/no-go, artifact/vendor rollback and deployment",Release owner,Dated owner approval with scope and sanitized supporting evidence,Pending/Unverified,,Separate batch authorization; no action authorized by this checklist
|
||||
FA-PRD-01,Form A mode and placement contract,Superseded 2026-10-30: live is default on 16 fixed placements; explicit off/mock isolate forms; indexing is independent; invalid modes fail clearly,Release + hosting owner,Owner authorizes public development forms; repository registry/artifact/browser tests; no hosting deployment performed,Owner-authorized architecture — runtime/site-release acceptance separate,2026-10-30,No additional Form A build approval flags; site cutover requires separate authorization
|
||||
FA-CONS-01,Form A consultation context,"Verify fixed `consultation` presentation value, required service-interest question, five approved choices, conditional email/phone behavior, EN/ES translations and no additional collection; no diagnostic-evaluation explanatory note",Account + operations + clinical + privacy owners,Owner reports connected-app configuration; sanitized Builder configuration and approved synthetic test evidence still required; no ID/condition inferred by repository,Owner-reported configured — browser acceptance pending,2026-10-29,Default-live consultation placements owner-authorized 2026-10-30; Jotform runtime/language acceptance and site cutover remain separate
|
||||
FC-01,Form C referral initiation,"Create only after authorization, then verify minimum professional fields, no patient data instruction, PHI controls, notification/retention and protected-workflow handoff",Account + operations + privacy owners,Sanitized Form C Builder configuration and approved synthetic test evidence,Pending/Unverified,,Separate creation and synthetic-test authorization required
|
||||
FC-01,Legacy professional referral link,"Form C canceled; verify the existing hosted Jotform destination and its form fields privacy recipient notifications accessibility and operational suitability",Account + operations + privacy owners,"Owner decision 2026-11-01: /referrals links to https://form.jotform.com/231638510219149; no account mutation or real submission in repository change",Form C canceled — legacy hosted form acceptance pending,2026-11-01,No Form C creation or embed authorization; separately verify existing hosted form before site release
|
||||
INV-01,Supplied roster provenance and remaining verification,Complete 27-ID roster received and uniqueness checked; verify uncertain generic titles and relevant operational classification with account owner without inferring usage or retrieving submissions,Jotform account owner,Owner-supplied read-only connector roster; contract v1.2 section 3 lists all 27 unique IDs; individual roster no longer outstanding; new-form configuration and usage verification pending,Pending/Unverified,,Read-only metadata review authorization; no account mutation
|
||||
|
@@ -1,4 +1,20 @@
|
||||
# Phase 9 — Two-form integration specification
|
||||
# Phase 9 — Two-form integration specification (historical title)
|
||||
|
||||
## Current referral decision — 2026-11-01 (supersedes Form C planning)
|
||||
|
||||
The owner directs `/referrals` to retain the current public-site workflow: one
|
||||
button-styled **Refer a Client** link to
|
||||
[the existing hosted Jotform](https://form.jotform.com/231638510219149). There is **no separate Form C**
|
||||
to create, embed, configure or launch. The former Form C / proposed two-form
|
||||
architecture is historical only. `/referrals` renders no local form or Form A
|
||||
iframe; the original 16 approved Form A placements remain unchanged.
|
||||
|
||||
This is authorization to restore the existing destination in Astro, **not**
|
||||
verification of that separate legacy Jotform's HIPAA configuration, notification
|
||||
recipients, patient-data handling, accessibility or continued operational
|
||||
suitability. Review the actual hosted form and its clinical/privacy claims before
|
||||
production cutover. No account modification or submission occurred in this PR.
|
||||
|
||||
|
||||
## Current decision — 2026-10-30: default-live Form A
|
||||
|
||||
@@ -14,7 +30,7 @@ and form environment role are retired, not renamed.
|
||||
Indexing and forms are independent. Both publication modes emit ten immediate
|
||||
frames (two contact, five landing, three consultation) and six deferred bilingual
|
||||
service-drawer frames. The bounded registry fixes ID `262946078314059`, HTTPS
|
||||
origin, context and language. Forms B/C are not activated; physical B is retired.
|
||||
origin, context and language. Physical Form B is retired; the Form C proposal was canceled on 2026-11-01.
|
||||
|
||||
Live drawers retain four-second/50%-scroll opening, shared 30-day suppression,
|
||||
manual CTA override, deferred loading, verified completion acknowledgment for
|
||||
@@ -34,10 +50,10 @@ current environment setup instructions.
|
||||
|
||||
**Recorded:** 2026-10-28 UTC; revised 2026-10-30 UTC
|
||||
|
||||
**Scope:** Default-live Form A integration and future Form C referral initiation
|
||||
**Scope:** Default-live Form A integration; former Form C plan superseded by existing hosted referral link
|
||||
**Status:** 16 default-live placements owner-authorized; Jotform language/runtime acceptance and site cutover remain separate
|
||||
|
||||
## Decision revision
|
||||
## Decision revision (historical, superseded for Form C)
|
||||
|
||||
The owner has replaced the former three-physical-form plan with two physical Jotform forms:
|
||||
|
||||
@@ -78,7 +94,10 @@ Do not add a conditional explanatory note when **Autism Diagnostic Evaluation**
|
||||
|
||||
Do not add child name, date of birth, age, diagnosis, medical history, records, insurance member ID, payment, location or booking questions to the initial consultation context. Do not make any additional consultation field required without a separately documented operations, clinical and privacy decision. Whether an existing optional free-text message remains visible requires the existing Form A privacy treatment; it is not an additional required consultation field under this specification.
|
||||
|
||||
## Form C — Professional Referral Initiation
|
||||
## Historical Form C proposal (canceled 2026-11-01)
|
||||
|
||||
The following field plan is retained only as historical evidence. It is not a task,
|
||||
cutover dependency, or direction to create another Jotform.
|
||||
|
||||
Form C remains a separate future physical Jotform created from a blank form. Its initial, minimum-necessary specification is:
|
||||
|
||||
@@ -107,7 +126,7 @@ The following nine placements join the original seven in one live registry. Both
|
||||
| `/es/aba-therapy` drawer | ES | Same shared drawer; live automatic/manual drawer | Form A / `consultation` | Spanish Jotform and fluent-language acceptance |
|
||||
| `/es/autism-evaluations` drawer | ES | Same shared drawer; live automatic/manual drawer | Form A / `consultation` | Spanish Jotform and fluent-language acceptance |
|
||||
| `/es/learner-social-club` drawer | ES | Same shared drawer; live automatic/manual drawer | Form A / `consultation` | Spanish Jotform and fluent-language acceptance |
|
||||
| `/referrals` | EN | `FormShell.astro`, `logicalForm=referral`; inactive | Form C / future referral initiation | Create and verify Form C; no patient data in initial form |
|
||||
| `/referrals` | EN | One `Refer a Client` external button; no local form | Existing hosted Jotform https://form.jotform.com/231638510219149, distinct from Form A | Confirm existing form's recipient/privacy/accessibility controls; no Form C |
|
||||
|
||||
English and Spanish service-page CTAs open their authorized live drawer with JavaScript, retaining their consultation-page navigation destination otherwise. They are not additional iframe placements. The same is true of homepage, services, FAQ and library consultation CTAs that resolve to those pages.
|
||||
|
||||
@@ -121,7 +140,7 @@ The current Tour CTA in `src/content/pages/en/tour.mdx` points to `/client-consu
|
||||
4. Obtain intake/operations, clinical and privacy approval for the field set and approved service options. Obtain fluent English/Spanish review for all added presentation and error text.
|
||||
5. Run separately authorized synthetic Jotform and Astro-iframe acceptance tests with no real patient data. Cover both locales, all service choices, validation/error states, no-JavaScript and keyboard behavior, confirmation, notifications, responsive sizes and direct hosted fallback.
|
||||
6. Record acceptance separately from the owner-authorized default-live 16-route registry. Site deployment/cutover still requires release authorization; no further Form A build flags are required.
|
||||
7. For Form C, separately authorize creation from a blank form, then verify its minimum fields, PHI protections, recipients, retention, hosted/iframe behavior and protected-workflow handoff before mapping `/referrals`.
|
||||
7. For `/referrals`, confirm the existing hosted Jotform destination, permissions, response handling, patient-data privacy, staff recipients and operational suitability. Do not create Form C.
|
||||
|
||||
## Retained gates
|
||||
|
||||
|
||||
Reference in new issue
Block a user