add copilot instructions and rename classes

docs/altair-migration-plan.md

@@ -1,4 +1,4 @@
-# Altair Migration Plan: Plotly → Altair for JPMCPlotsMixin
+# Altair Migration Plan: Plotly → Altair for QualtricsPlotsMixin
 
 **Date:** January 28, 2026  
 **Status:** Not Started  
@@ -22,9 +22,9 @@ Current Plotly implementation has a critical layout issue: filter annotations ov
 ## Current System Analysis
 
 ### File Structure
-- **`plots.py`** - Contains `JPMCPlotsMixin` class with 10 plotting methods
+- **`plots.py`** - Contains `QualtricsPlotsMixin` class with 10 plotting methods
 - **`theme.py`** - Contains `ColorPalette` class with all styling constants
-- **`utils.py`** - Contains `JPMCSurvey` class that mixes in `JPMCPlotsMixin`
+- **`utils.py`** - Contains `QualtricsSurvey` class that mixes in `QualtricsPlotsMixin`
 
 ### Color Palette (from theme.py)
 ```python
@@ -1140,10 +1140,10 @@ uv remove plotly kaleido
 ```python
 import marimo as mo
 import polars as pl
-from utils import JPMCSurvey
+from utils import QualtricsSurvey
 
 # Load sample data
-survey = JPMCSurvey()
+survey = QualtricsSurvey()
 survey.load_data('path/to/data')
 survey.fig_save_dir = 'figures/altair_test'
 
@@ -1244,7 +1244,7 @@ After completing all tasks, verify the following:
 ### Regression Testing
 - [ ] Existing Marimo notebooks still work
 - [ ] Data filtering still works (`filter_data()`)
-- [ ] `JPMCSurvey` class initialization unchanged
+- [ ] `QualtricsSurvey` class initialization unchanged
 - [ ] No breaking changes to public API
 
 ### Documentation

docs/wordcloud-usage.md

@@ -5,14 +5,14 @@ This example shows how to use the `create_traits_wordcloud` function to visualiz
 ## Basic Usage in Jupyter/Marimo Notebook
 
 ```python
-from utils import JPMCSurvey, create_traits_wordcloud
+from utils import QualtricsSurvey, create_traits_wordcloud
 from pathlib import Path
 
 # Load your survey data
 RESULTS_FILE = "data/exports/1-23-26/JPMC_Chase Brand Personality_Quant Round 1_January 23, 2026_Labels.csv"
 QSF_FILE = "data/19-dec_V1_quant_incl_shani_comments.qsf"
 
-S = JPMCSurvey(RESULTS_FILE, QSF_FILE)
+S = QualtricsSurvey(RESULTS_FILE, QSF_FILE)
 data = S.load_data()
 
 # Get Top 3 Traits data