docs: archive Field Editor V3 project (complete), update Pres Mgmt status (~70% with regressions)

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Scott Idem
2026-06-12 17:54:38 -04:00
parent e89c982022
commit 03b3c84921
4 changed files with 37 additions and 17 deletions

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# Project: Pres Mgmt Config Cleanup & Config UI # Project: Pres Mgmt Config Cleanup & Config UI
**Status:** Planning / Ready to Execute **Status:** 🟡 ~70% Complete — Core Working, Cleanup Pass Needed
**Priority:** High (BGH conference in ~2 weeks; only one active event using pres_mgmt) **Priority:** Medium (core features functional; remaining work is deprecation + consistency)
**Created:** 2026-04-02 **Created:** 2026-04-02
**Last Updated:** 2026-06-12 **Last Updated:** 2026-06-12 (regression audit)
**Related:** `TODO__Agents.md`, `PROJECT__Stores_Svelte5_Migration.md` **Related:** `TODO__Agents.md`, `PROJECT__Stores_Svelte5_Migration.md`
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@@ -202,15 +202,27 @@ Safe and backward compatible — old DB records fall through to `?? false` defau
## Implementation Steps ## Implementation Steps
- [ ] **Step 1** — Define `PressMgmtRemoteCfg` TypeScript interface (new file or in `ae_events__event.ts`) - [x] **Step 1** — Define `PressMgmtRemoteCfg` TypeScript interface (new file or in `ae_events__event.ts`)
- [ ] **Step 2** — New `ae_events_stores__pres_mgmt.svelte.ts` with `PersistedState`; add version gate to `store_versions.ts` - [x] **Step 2** — New `ae_events_stores__pres_mgmt.svelte.ts` with `PersistedState` ⚠️ **Missing:** version gate in `store_versions.ts`
- [ ] **Step 3** — Rewrite `sync_config__event_pres_mgmt()` in `ae_events__event.ts` to use canonical keys and write to the new store - [x] **Step 3** — Rewrite `sync_config__event_pres_mgmt()` in `ae_events__event.ts` to use canonical keys ⚠️ **Issue:** `show__launcher_link_legacy` hard-coded instead of synced from remote
- [ ] **Step 4** — Build config UI page at `(pres_mgmt)/pres_mgmt/config/+page.svelte` (manager_access + edit_mode gated) - [x] **Step 4** — Build config UI page at `(pres_mgmt)/pres_mgmt/config/+page.svelte` (manager_access + edit_mode gated)
- [ ] **Step 5** — Strip `ae_comp__event_settings_pres_mgmt_form.svelte` from settings page (or replace with a link to new page) - [ ] **Step 5** — Strip `ae_comp__event_settings_pres_mgmt_form.svelte` from settings page (or replace with a link to new page) **BLOCKING**
- [ ] **Step 6** — Migrate all `$events_loc.pres_mgmt.*` references in pres_mgmt templates to `pres_mgmt_loc.current.*` - [x] **Step 6** — Migrate all `$events_loc.pres_mgmt.*` references in pres_mgmt templates to `pres_mgmt_loc.current.*`
- [ ] **Step 7** — Update BGH (and any other active events) via new UI - [ ] **Step 7** — Update BGH (and any other active events) via new UI (blocked on Step 5)
- [ ] **Step 8**`npx svelte-check` clean; commit - [ ] **Step 8**`npx svelte-check` clean; commit
### Regression Fixes Needed (2026-06-12 Audit)
- [ ] **Add `show__launcher_link_legacy` to `PressMgmtRemoteCfg`** or remove entirely if deprecated
- Currently hard-coded to `true` in sync function (line 1054 `ae_events__event.ts`)
- Can't be controlled via config UI
- [ ] **Resolve `hide__launcher_link*` local/remote conflict**
- Menu toggles ([ae_comp__events_menu_opts.svelte](../src/routes/events/ae_comp__events_menu_opts.svelte) lines 462-494) use `hide__launcher_link` for LOCAL UI state
- Remote schema uses `show__launcher_link` (inverted)
- Decision: Keep separate? Document clearly? Unify?
- [ ] **Add `AE_PRES_MGMT_LOC_VERSION` to `store_versions.ts`** (Step 2 requirement)
- [ ] **Clean `hide__launcher_link*` from defaults** if truly deprecated (lines 154-155, 333-334 in `pres_mgmt_defaults.ts`)
### Step 6 scope (mechanical find-replace) ### Step 6 scope (mechanical find-replace)
The `$events_loc.pres_mgmt` pattern appears across: The `$events_loc.pres_mgmt` pattern appears across:

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@@ -60,6 +60,12 @@ Do not delete historical context; move to `documentation/archive/` with clear na
- Audited V3 CRUD upgrade project against source (2026-06-12). All production code migrated - Audited V3 CRUD upgrade project against source (2026-06-12). All production code migrated
to V3; legacy wrappers remain exported but unused. Archived `PROJECT__Use_AE_API_V3_CRUD_upgrade.md`. to V3; legacy wrappers remain exported but unused. Archived `PROJECT__Use_AE_API_V3_CRUD_upgrade.md`.
Optional cleanup task added to TODO for removing dead wrapper code. Optional cleanup task added to TODO for removing dead wrapper code.
- Audited Field Editor V3 project against source (2026-06-12). Component complete with 50+ active
usages, GUIDE documentation, and all core field types. Searchable dropdowns deferred as optional
enhancement. Archived `PROJECT__AE_Object_Field_Editor_V3_upgrade.md`.
- Audited Pres Mgmt Config Cleanup project (2026-06-12). Core infrastructure working (~70% complete)
but regressions identified: `show__launcher_link_legacy` missing from schema, old settings form
not removed, local/remote key conflicts. Updated project doc with regression fixes; keeping active.
### Next archive candidates (review + approve) ### Next archive candidates (review + approve)
- Older style-review snapshots once current style guide references are centralized. - Older style-review snapshots once current style guide references are centralized.

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@@ -54,7 +54,6 @@ Use this file as the routing map for project documentation.
- `documentation/PROJECT__Stores_Svelte5_Migration.md` - `documentation/PROJECT__Stores_Svelte5_Migration.md`
- `documentation/PROJECT__IDAA_Stores_Svelte5_Migration_2026.md` - `documentation/PROJECT__IDAA_Stores_Svelte5_Migration_2026.md`
- `documentation/PROJECT__AE_Events_PressMgmt_Config_Cleanup.md` - `documentation/PROJECT__AE_Events_PressMgmt_Config_Cleanup.md`
- `documentation/PROJECT__AE_Object_Field_Editor_V3_upgrade.md`
- `documentation/PROJECT__AE_Site_Passcode_Security.md` - `documentation/PROJECT__AE_Site_Passcode_Security.md`
## 6) Active Proposals ## 6) Active Proposals

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# Project Plan: Aether AE Obj Field Editor v3 (Consolidated) # Project Plan: Aether AE Obj Field Editor v3 (Consolidated)
> **Status:** 🟡 Mostly Complete — Phase 3 items + GUIDE update remaining > **Status:** ✅ **Completed and archived 2026-06-12**
> **Completion:** V3 component deployed and documented. Legacy V1/V2 removed. Searchable dropdowns deferred as optional enhancement.
> **Created:** 2026-02-13 > **Created:** 2026-02-13
> **Last Updated:** 2026-03-20 > **Last Updated:** 2026-06-12
> **Target Component:** `src/lib/elements/element_ae_obj_field_editor.svelte` > **Target Component:** `src/lib/elements/element_ae_obj_field_editor.svelte`
> **Replaces:** `element_ae_crud.svelte` and `element_ae_crud_v2.svelte` > **Replaces:** `element_ae_crud.svelte` and `element_ae_crud_v2.svelte`
@@ -31,15 +32,17 @@ Consolidate the legacy CRUD components into a single, high-performance "Aether O
- [x] Add a "Save" loading state with Lucide's `LoaderCircle` spinner. - [x] Add a "Save" loading state with Lucide's `LoaderCircle` spinner.
- [x] Implement a clear "Cancel" path that restores the original value. - [x] Implement a clear "Cancel" path that restores the original value.
### Phase 3: Field Type Parity (IN PROGRESS) ### Phase 3: Field Type Parity (COMPLETE)
- [x] Support `text`, `textarea`, `select`, `tiptap`, and `checkbox`. - [x] Support `text`, `textarea`, `select`, `tiptap`, and `checkbox`.
- [x] Add `datetime` support using native browser pickers — `date` and `datetime-local` inputs implemented. - [x] Add `datetime` support using native browser pickers — `date` and `datetime-local` inputs implemented.
- [ ] Implement searchable dropdowns for the `select` type. - [x] Add `number` field type support.
- [ ] *(Optional)* Implement searchable dropdowns for the `select` type — deferred as UX enhancement; basic select works for all current use cases.
### Phase 4: Migration & Cleanup ### Phase 4: Migration & Cleanup (COMPLETE)
- [x] Create a playground route for V3 verification (`/testing/ae_obj_field_editor`). - [x] Create a playground route for V3 verification (`/testing/ae_obj_field_editor`).
- [x] Deprecate and remove `v1` and `v2` files — `element_ae_crud.svelte` and `element_ae_crud_v2.svelte` removed 2026-03-20. - [x] Deprecate and remove `v1` and `v2` files — `element_ae_crud.svelte` and `element_ae_crud_v2.svelte` removed 2026-03-20.
- [ ] Update `GUIDE__Development.md` with the new usage patterns. - [x] Update `GUIDE__Development.md` with the new usage patterns — documented at lines 57-109.
- [x] Production deployment — 50+ active usages across session views, person views, locations, presentations, and leads.
## ⚠️ Security & Reliability Stabilization (NEW) ## ⚠️ Security & Reliability Stabilization (NEW)
- [x] **Account Context:** Fixed 403 errors by unifying API helpers to the `/v3/crud/` standard. - [x] **Account Context:** Fixed 403 errors by unifying API helpers to the `/v3/crud/` standard.