leads: UX improvements — manage tab, sign-in flow, notes editor, filter

- leads_api_access toggle in Admin Tools (manager only)
- Account Status section for end users (payment/licenses/API badges + CSV export button)
- Sign-out fix: use Object.fromEntries instead of delete on PersistedState proxy
- Shared passcode sign-in redirects directly to Manage tab (their role is config, not capture)
- Manage tab section reorder: Account Status → Lead Retrieval Config → Booth Profile → Access & Security → App Settings
- Filter dropdown: replace abstract "My Leads" with direct identity options (All / Booth (Shared) / per-licensee); auto-resolves and migrates stale 'my' values
- Lead detail: replace Element_ae_obj_field_editor notes with direct TipTap editor + Save Notes button; Add Notes button on empty state

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Idem
2026-04-06 19:25:38 -04:00
parent 10e9206ca4
commit 50e83502ff
7 changed files with 374 additions and 202 deletions

View File

@@ -187,7 +187,7 @@ function toggle_edit() {
class="badge {display_value
? 'variant-filled-success'
: 'variant-soft-surface'}">
{display_value ? 'Enabled' : 'Disabled'}
{display_value ? 'True' : 'False'}
</span>
{:else if field_type === 'tiptap'}
<div class="prose dark:prose-invert max-w-none">
@@ -260,7 +260,7 @@ function toggle_edit() {
type="checkbox"
bind:checked={draft_value}
class="checkbox" />
<span>{draft_value ? 'Enabled' : 'Disabled'}</span>
<span>{draft_value ? 'True' : 'False'}</span>
</label>
{:else if field_type === 'tiptap'}
<AE_Comp_Editor_TipTap