docs(referrals): retire Form C plan and document existing hosted workflow

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DeCentN2Madness committed 2026-11-01 18:10:54 -07:00
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@@ -1,5 +1,21 @@
# P9-03 source-specific implementation plan
## 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
The owner intentionally supersedes the earlier isolated-test and seven-route
@@ -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. Form B is retired; Form C planning is canceled as of 2026-11-01.
Live drawers retain four-second/50%-scroll opening, shared 30-day suppression,
manual CTA override, deferred loading, verified completion acknowledgment for
@@ -32,7 +48,7 @@ telemetry/privacy, recipient-routing or hosting acceptance. See the
Earlier dated decisions and test results below are historical evidence, not
current environment setup instructions.
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).
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).
**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.
@@ -59,7 +75,7 @@ The confirmation is limited. Recipient access and Form A retention/deletion cont
| F-003 | `/client-consultation` | `en/client-consultation.md` | `FormShell.astro` via PageLayout | Form A / `consultation` EN, isolated-test only |
| F-004 | `/es/client-consultation` | `es/client-consultation.md` | Same | Form A / `consultation` ES, isolated-test only |
| F-005 | `/schedule-consultation` | `en/schedule-consultation.mdx` | Same | Form A / `consultation` EN, isolated-test only |
| F-006 | `/referrals` | `en/referrals.mdx` | Same; preserve `#form-title` | C EN |
| 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 |
| F-007 | `/aba-therapy` | `en/aba-therapy.mdx` | `ServiceInquiryDrawer.astro` | Form A / planned `consultation`; drawer redesign |
| F-008 | `/autism-evaluations` | `en/autism-evaluations.mdx` | Same | Form A / planned `consultation`; referral-assistance approval |
| F-009 | `/learner-social-club` | `en/learner-social-club.mdx` | Same | Form A / planned `consultation`; program approval |
@@ -156,7 +172,7 @@ The owner separately reports that the existing `AIA Lead Generator | plain` form
- **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.
- **Stop:** before any form creation/editing, tests generating notifications, or production mapping.
### Batch B — Configure Form A consultation and create Form C
### Historical Batch B — Configure Form A consultation and create Form C (Form C canceled)
- **Objective:** configure Form A’s future `consultation` context without changing approved `contact`/`landing` behavior, and create one disabled blank Form C — Professional Referral Initiation.
- **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.