leads: lead detail UX overhaul — notes editor, priority star, profile card cleanup

- Replace admin field editor with direct TipTap + Save Notes button for exhibitor notes;
  show Add Notes button when notes are empty (no dead placeholder)
- Add one-click priority star toggle in header (always visible, no edit mode required)
- Remove Exhibit Context card (exhibitors don't need to see their own booth name)
- Move Captured By into profile card with human-readable labels
  (shared_passcode → "Booth (Shared)", access type codes → Staff/Admin)
- Add location row (city/state + country) to profile card
- Gate Remove button to edit mode only to prevent accidental taps
- Fix button position stability: Edit/View always rightmost (same screen position),
  Remove grows in from left — prevents double-tap accidents
- Add unsaved-changes guard (beforeNavigate) covering both notes and custom question form
- Custom questions form: hide Save when no questions configured, show
  "Configure in Manage Tab" link instead

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>

src/routes/events/[event_id]/(leads)/leads/exhibit/[exhibit_id]/lead/[exhibit_tracking_id]/+page.svelte

@@ -4,13 +4,12 @@
  * Lead Detail View - Basic Read-Only version.
  */
 import { page } from '$app/state';
-import { goto } from '$app/navigation';
+import { beforeNavigate, goto } from '$app/navigation';
 import { liveQuery } from 'dexie';
 import { db_events } from '$lib/ae_events/db_events';
 import { ae_util } from '$lib/ae_utils/ae_utils';
 import { ae_api, ae_loc } from '$lib/stores/ae_stores';
 import { events_func } from '$lib/ae_events/ae_events_functions';
-import Element_ae_obj_field_editor from '$lib/elements/element_ae_obj_field_editor.svelte';
 import AE_Comp_Editor_TipTap from '$lib/elements/element_editor_tiptap.svelte';
 import Comp_lead_detail_form from './ae_comp__lead_detail_form.svelte';
 import {
@@ -29,9 +28,9 @@ import {
     ShieldCheck,
     SquarePen,
     Star,
-    Store,
     Trash2,
-    User
+    User,
+    UserCheck
 } from '@lucide/svelte';
 const exhibit_tracking_id = $derived(page.params.exhibit_tracking_id);
 
@@ -52,6 +51,51 @@ let lq__exhibit_obj = $derived(
 
 let is_edit_mode = $state(false);
 
+// Priority toggle — one-click, saves immediately without entering edit mode.
+let priority_saving = $state(false);
+async function toggle_priority() {
+    if (!exhibit_tracking_id || priority_saving) return;
+    priority_saving = true;
+    try {
+        await events_func.update_ae_obj__exhibit_tracking({
+            api_cfg: $ae_api,
+            exhibit_id: page.params.exhibit_id ?? '',
+            exhibit_tracking_id,
+            data: { priority: !$lq__lead_obj?.priority }
+        });
+    } finally {
+        priority_saving = false;
+    }
+}
+
+// Human-readable label for external_person_id.
+// Raw values: 'shared_passcode' (booth shared login), an email (licensed user),
+// or an Aether access_type string (trusted/administrator — staff bypass).
+function format_captured_by(id: string | null | undefined): string {
+    if (!id) return 'Unknown';
+    if (id === 'shared_passcode') return 'Booth (Shared)';
+    if (id.includes('@')) return id;
+    const map: Record<string, string> = {
+        trusted: 'Staff',
+        administrator: 'Admin',
+        edit_mode: 'Staff'
+    };
+    return map[id] ?? id;
+}
+
+// Unsaved-changes guard — warn before navigating away if notes or responses are dirty.
+let form_is_dirty = $state(false);
+beforeNavigate(({ cancel }) => {
+    const notes_dirty =
+        is_edit_mode &&
+        draft_notes !== ($lq__lead_obj?.exhibitor_notes ?? '');
+    if (notes_dirty || form_is_dirty) {
+        if (!confirm('You have unsaved changes. Leave without saving?')) {
+            cancel();
+        }
+    }
+});
+
 // Notes editing state
 let draft_notes = $state('');
 let notes_status = $state<'idle' | 'saving' | 'success' | 'error'>('idle');
@@ -151,6 +195,58 @@ function format_date(date: any) {
 
         <div class="flex items-center gap-2">
             {#if $lq__lead_obj}
+                <!-- Remove — leftmost so it never lands on top of Edit/View when it appears.
+                     Only shown in edit mode; soft-delete only (enable=false), recoverable. -->
+                {#if is_edit_mode && $lq__lead_obj.enable}
+                    {#if remove_status === 'confirm'}
+                        <button
+                            type="button"
+                            class="btn btn-sm preset-filled-error font-bold"
+                            onclick={remove_lead}>
+                            <Trash2 size="1em" />
+                            Confirm?
+                        </button>
+                        <button
+                            type="button"
+                            class="btn btn-sm preset-outlined-surface"
+                            onclick={() => (remove_status = 'idle')}>
+                            Cancel
+                        </button>
+                    {:else}
+                        <button
+                            type="button"
+                            class="btn btn-sm preset-outlined-error"
+                            disabled={remove_status === 'removing'}
+                            onclick={() => (remove_status = 'confirm')}>
+                            {#if remove_status === 'removing'}
+                                <LoaderCircle size="1em" class="animate-spin" />
+                            {:else}
+                                <Trash2 size="1em" />
+                            {/if}
+                            <span class="hidden sm:inline">Remove</span>
+                        </button>
+                    {/if}
+                {/if}
+
+                <!-- Priority toggle — always visible, one-click, no edit mode needed. -->
+                <button
+                    type="button"
+                    class="btn btn-sm font-bold transition-all"
+                    class:preset-filled-warning={$lq__lead_obj.priority}
+                    class:preset-outlined-surface={!$lq__lead_obj.priority}
+                    class:opacity-40={!$lq__lead_obj.priority}
+                    disabled={priority_saving}
+                    onclick={toggle_priority}
+                    title={$lq__lead_obj.priority ? 'Remove priority flag' : 'Mark as priority lead'}>
+                    {#if priority_saving}
+                        <LoaderCircle size="1em" class="animate-spin" />
+                    {:else}
+                        <Star size="1em" class={$lq__lead_obj.priority ? 'fill-current' : ''} />
+                    {/if}
+                    <span class="hidden sm:inline">Priority</span>
+                </button>
+
+                <!-- Edit/View — always rightmost so its position never shifts. -->
                 <button
                     class="btn btn-sm"
                     class:preset-filled-primary={is_edit_mode}
@@ -160,51 +256,11 @@ function format_date(date: any) {
                         remove_status = 'idle';
                     }}>
                     {#if is_edit_mode}
-                        <Eye size="1.2em" class="mr-1" /> View
+                        <Eye size="1.2em" /> <span class="hidden sm:inline ml-1">View</span>
                     {:else}
-                        <SquarePen size="1.2em" class="mr-1" /> Edit
+                        <SquarePen size="1.2em" /> <span class="hidden sm:inline ml-1">Edit</span>
                     {/if}
                 </button>
-
-                <!-- Remove Lead — two-click confirm to prevent accidental removal.
-                     Removing only sets enable=false (soft-delete); the record can be restored. -->
-                {#if $lq__lead_obj.enable}
-                    {#if remove_status === 'confirm'}
-                        <button
-                            type="button"
-                            class="btn btn-sm preset-filled-error font-bold"
-                            onclick={remove_lead}>
-                            <Trash2 size="1em" />
-                            Confirm Remove?
-                        </button>
-                        <button
-                            type="button"
-                            class="btn btn-sm preset-outlined-surface opacity-60"
-                            onclick={() => (remove_status = 'idle')}
-                            >Cancel</button>
-                    {:else}
-                        <button
-                            type="button"
-                            class="btn btn-sm preset-outlined-error opacity-70"
-                            disabled={remove_status === 'removing'}
-                            onclick={() => (remove_status = 'confirm')}>
-                            {#if remove_status === 'removing'}
-                                <LoaderCircle size="1em" class="animate-spin" />
-                            {:else}
-                                <Trash2 size="1em" />
-                            {/if}
-                            Remove
-                        </button>
-                    {/if}
-                {/if}
-            {/if}
-
-            {#if $lq__lead_obj?.priority}
-                <span
-                    class="badge preset-filled-warning flex items-center gap-1 font-bold">
-                    <Star size="1em" class="mr-1" />
-                    Priority
-                </span>
             {/if}
         </div>
     </header>
@@ -258,6 +314,15 @@ function format_date(date: any) {
                                             $lq__lead_obj.event_badge_affiliations_override}</span>
                                 </div>
                             {/if}
+                            {#if $lq__lead_obj.event_badge_location_override || $lq__lead_obj.event_badge_location || $lq__lead_obj.event_badge_country}
+                                <div class="flex items-center gap-2 text-sm opacity-70">
+                                    <MapPin size="1em" class="flex-none opacity-60" />
+                                    <span>{[
+                                        $lq__lead_obj.event_badge_location_override || $lq__lead_obj.event_badge_location,
+                                        $lq__lead_obj.event_badge_country
+                                    ].filter(Boolean).join(', ')}</span>
+                                </div>
+                            {/if}
                             <div
                                 class="flex items-center gap-2 text-sm opacity-70">
                                 <a href={`mailto:${$lq__lead_obj.event_badge_email}`}
@@ -282,6 +347,11 @@ function format_date(date: any) {
                                     )}</span>
                             {/if}
                             </div>
+                            <div
+                                class="flex items-center gap-2 text-sm opacity-60">
+                                <UserCheck size="1em" class="flex-none" />
+                                <span>Captured by {format_captured_by($lq__lead_obj.external_person_id)}</span>
+                            </div>
                         </div>
                     </div>
 
@@ -300,10 +370,12 @@ function format_date(date: any) {
                             <Comp_lead_detail_form
                                 exhibit_tracking_id={exhibit_tracking_id ?? ''}
                                 exhibit_id={page.params.exhibit_id ?? ''}
+                                event_id={page.params.event_id ?? ''}
                                 custom_questions_json={$lq__exhibit_obj?.leads_custom_questions_json ??
                                     '[]'}
                                 current_responses_json={$lq__lead_obj.responses_json ??
-                                    '{}'} />
+                                    '{}'}
+                                bind:is_dirty={form_is_dirty} />
                         {:else if $lq__lead_obj.responses_json}
                             {@const responses =
                                 typeof $lq__lead_obj.responses_json === 'string'
@@ -412,52 +484,8 @@ function format_date(date: any) {
 
                 <!-- Right: Metadata & Stats -->
                 <div class="space-y-6">
-                    <!-- exhibit association -->
+                    <!-- System Audit — staff/admin only; end users don't need raw IDs. -->
-                    <div
+                    {#if $ae_loc.manager_access}
-                        class="card bg-surface-100-900 border-surface-500/10 space-y-4 border p-5 shadow-md">
-                        <div class="text-primary-500 flex items-center gap-2">
-                            <Store size="1.2em" />
-                            <h3
-                                class="text-xs font-bold tracking-widest uppercase">
-                                Exhibit Context
-                            </h3>
-                        </div>
-                        <div class="space-y-3">
-                            {#if is_edit_mode}
-                                <div class="flex items-center justify-between">
-                                    <span class="text-sm opacity-60"
-                                        >Exhibit Name</span>
-                                    <span class="font-bold"
-                                        >{$lq__lead_obj.event_exhibit_name ||
-                                            '...'}</span>
-                                </div>
-                            {/if}
-                            <div class="flex items-center justify-between">
-                                <span class="text-sm opacity-60"
-                                    >Captured By</span>
-                                <span class="font-mono text-[10px]"
-                                    >{$lq__lead_obj.external_person_id ||
-                                        'Unknown'}</span>
-                            </div>
-
-                            {#if is_edit_mode}
-                                <div
-                                    class="border-surface-500/10 flex items-center justify-between border-t pt-2">
-                                    <span class="text-xs font-bold opacity-60"
-                                        >Priority Lead</span>
-                                    <Element_ae_obj_field_editor
-                                        object_type="event_exhibit_tracking"
-                                        object_id={exhibit_tracking_id ?? ''}
-                                        field_name="priority"
-                                        field_type="checkbox"
-                                        current_value={$lq__lead_obj.priority}
-                                        object_reload={true} />
-                                </div>
-                            {/if}
-                        </div>
-                    </div>
-
-                    <!-- System Info -->
                         <div
                             class="card bg-surface-500/5 space-y-4 p-5 font-mono text-[10px] opacity-60 shadow-inner">
                             <div
@@ -477,12 +505,17 @@ function format_date(date: any) {
                                     <span class="opacity-50">PERSON ID:</span>
                                     {$lq__lead_obj.event_person_id}
                                 </div>
+                                <div>
+                                    <span class="opacity-50">EXHIBIT:</span>
+                                    {$lq__lead_obj.event_exhibit_name || '—'}
+                                </div>
                                 <div>
                                     <span class="opacity-50">MODIFIED:</span>
                                     {format_date($lq__lead_obj.updated_on)}
                                 </div>
                             </div>
                         </div>
+                    {/if}
 
                     <!-- Restore Lead card — only shown when lead has been removed (enable=false/0).
                          Removing sets enable=false rather than deleting so notes/responses are preserved. -->

src/routes/events/[event_id]/(leads)/leads/exhibit/[exhibit_id]/lead/[exhibit_tracking_id]/ae_comp__lead_detail_form.svelte

@@ -19,21 +19,27 @@
  * Both are handled transparently.
  */
 import { untrack } from 'svelte';
+import { goto } from '$app/navigation';
 import { ae_api } from '$lib/stores/ae_stores';
 import { events_func } from '$lib/ae_events/ae_events_functions';
-import { CircleCheck, LoaderCircle, Save } from '@lucide/svelte';
+import { leads_loc } from '$lib/stores/ae_events_stores__leads.svelte';
+import { ArrowRight, CircleCheck, LoaderCircle, Save, Settings } from '@lucide/svelte';
 interface Props {
     exhibit_tracking_id: string;
     exhibit_id: string;
+    event_id: string; // For navigate-to-manage link
     custom_questions_json?: string; // From event_exhibit
     current_responses_json?: string; // From event_exhibit_tracking
+    is_dirty?: boolean; // Bindable — parent reads this for unsaved-changes guard
 }
 
 let {
     exhibit_tracking_id,
     exhibit_id,
+    event_id,
     custom_questions_json = '[]',
-    current_responses_json = '{}'
+    current_responses_json = '{}',
+    is_dirty = $bindable(false)
 }: Props = $props();
 
 let question_defs: any[] = $state([]);
@@ -42,6 +48,9 @@ let question_defs: any[] = $state([]);
 let flat_responses: Record<string, any> = $state({});
 let status = $state('idle'); // idle, saving, success
 
+// Snapshot of responses as last saved (or as loaded). Used for dirty detection.
+let saved_snapshot = $state('{}');
+
 $effect(() => {
     try {
         const defs =
@@ -69,12 +78,18 @@ $effect(() => {
                 }
             }
             flat_responses = flat;
+            saved_snapshot = JSON.stringify(flat);
         });
     } catch (e) {
         console.error('Failed to parse questions/responses', e);
     }
 });
 
+// Expose dirty state to parent so the unsaved-changes guard can check it.
+$effect(() => {
+    is_dirty = JSON.stringify(flat_responses) !== saved_snapshot;
+});
+
 // Resolve the key for a question def (new: q.code, legacy: q.label)
 function q_key(q: any): string {
     return q.code || q.label || '';
@@ -97,6 +112,7 @@ async function handle_save() {
                 responses_json: JSON.stringify(nested)
             }
         });
+        saved_snapshot = JSON.stringify(flat_responses); // mark clean
         status = 'success';
         setTimeout(() => (status = 'idle'), 2000);
     } catch (e) {
@@ -166,11 +182,26 @@ async function handle_save() {
     </div>
 
     {#if question_defs.length === 0}
-        <p class="py-4 text-center italic opacity-30">
+        <!-- No questions set up yet — prompt them to configure rather than leaving a dead form. -->
-            No custom questions configured for this exhibit.
+        <div
+            class="preset-tonal-surface border-surface-500/20 flex flex-col items-center gap-3 rounded-xl border p-6 text-center">
+            <p class="text-sm font-semibold opacity-60">
+                No custom questions configured for this exhibit yet.
             </p>
-    {/if}
+            <button
-
+                type="button"
+                class="btn btn-sm preset-outlined-primary"
+                onclick={() => {
+                    // Set the tab before navigating so the user lands directly in Manage.
+                    leads_loc.current.tab[exhibit_id] = 'manage';
+                    goto(`/events/${event_id}/leads/exhibit/${exhibit_id}`);
+                }}>
+                <Settings size="1.1em" class="mr-1" />
+                Configure in Manage Tab
+                <ArrowRight size="1.1em" class="ml-1" />
+            </button>
+        </div>
+    {:else}
         <button
             class="btn preset-filled-primary w-full font-bold shadow-lg"
             disabled={status === 'saving'}
@@ -183,4 +214,5 @@ async function handle_save() {
                 <Save size="1.2em" class="mr-2" /> Save Responses
             {/if}
         </button>
+    {/if}
 </div>