diff --git a/documentation/MODULE__AE_Events_Badges_Onsite.md b/documentation/GUIDE__AE_Events_Badges_Onsite.md
similarity index 100%
rename from documentation/MODULE__AE_Events_Badges_Onsite.md
rename to documentation/GUIDE__AE_Events_Badges_Onsite.md
diff --git a/documentation/GUIDE__AE_Events_Onsite_Runbook.md b/documentation/GUIDE__AE_Events_Onsite_Runbook.md
index 7fd7df1e..71667a60 100644
--- a/documentation/GUIDE__AE_Events_Onsite_Runbook.md
+++ b/documentation/GUIDE__AE_Events_Onsite_Runbook.md
@@ -1,11 +1,50 @@
# Guide — Aether Events: Onsite Runbook
-This guide covers the human-centric logistics and "In the Heat of the Moment" support for onsite event operations using Presentation Management and the Launcher.
+This guide covers the human-centric logistics and "In the Heat of the Moment" support for onsite event operations.
+
+---
+
+## Badge Printing
+
+Aether badge printing uses the browser's native `window.print()` — no special software or print
+server needed.
+
+### Kiosk Station Setup
+- **Browser:** Use **Chrome (Chromium)** for all kiosk stations.
+- **Settings:** Set Margins to **None**. Enable **Background Graphics**.
+- **Mode:** Use normal browser sessions (not Incognito) to allow PWA caching.
+
+### Printer Reference: Zebra ZC10L (PVC)
+- **Stock:** 3.5" × 5.5" PVC cards.
+- **Orientation:** Cards face-up, landscape in the hopper.
+- **Single-Sided:** Only the front face prints; the back section is hidden via CSS.
+
+### Printing Workflow
+1. **Search:** Find the attendee by name or QR scan in the Badges module.
+2. **Review:** Open the print page and confirm the layout looks correct.
+3. **Print:** Click **Print Badge**. `print_count` increments automatically.
+4. **Handoff:** Verify the card print quality before handing it to the attendee.
+
+---
+
+## Exhibitor Leads (Lead Retrieval)
+
+Exhibitors use a PWA (Progressive Web App) to scan badges and capture leads.
+
+### Exhibitor Support Workflow
+1. **Booth Lookup:** Help the exhibitor find their booth in the Leads landing page.
+2. **Sign-In:** Assist with the **Shared Passcode** or individual **Licensed User** login.
+3. **App Install:** Encourage them to "Add to Home Screen" (iOS) or click the Install button (Android/Chrome) for offline stability.
+4. **Scanning Demo:** Show them the **Rapid Scan** mode. Remind them that attendees must have `allow_tracking = true` on their record to be scanned.
+
+### Managing Licenses
+- License counts are managed in the **Manage** tab (Admin or Shared Passcode only).
+- If an exhibitor needs more staff slots, update the `license_max` in the Exhibit record.
---
## Speaker Ready Room (SRR)
-
+... (rest of the file) ...
The SRR is the central hub for content management and presenter support.
### SRR Practice Stations
diff --git a/documentation/MODULE__AE_Events_Badges.md b/documentation/MODULE__AE_Events_Badges.md
index 8f318264..f81d3003 100644
--- a/documentation/MODULE__AE_Events_Badges.md
+++ b/documentation/MODULE__AE_Events_Badges.md
@@ -1,843 +1,106 @@
-# MODULE: Aether Events — Badges
+# Aether Events — Badges
-**Module Path:** `src/routes/events/[event_id]/(badges)/badges/`
-**API Module:** `src/lib/ae_events/ae_events__event_badge.ts`
-**Database:** `db_events.badge` (Dexie IndexedDB table)
-**Last Updated:** 2026-02-27 (rev 6)
-**Related Docs:** `documentation/PROJECT__AE_Events_Badges_Review_Print.md` (implementation guide)
+The Badges module manages event attendee records and their physical badge configurations. It supports multi-source imports, field protection for onsite edits, and multi-tier access control for self-service review.
---
-## Overview
+## Data Model & Hierarchy
-The Badges module manages event attendee badges with support for:
-- **External system imports as needed** (CSV/Excel, iMIS, Zoom, Novi, Impexium, Confex, Cvent, and others)
-- **Field override protection** to prevent staff/attendee edits from being overwritten by automated syncs
-- **Multi-tier access control** for field editing
-- **QR code generation** for badge scanning
-- **Print tracking** (count, first/last print datetime)
-- **Advanced search and filtering**
-- **HTML rendering** in display fields for rich text formatting
-- **Accessibility features** (text enlargement toggle)
+### Core Objects
+- **Event Badge** (`event_badge`): The attendee record containing name, title, affiliations, and tracking flags.
+- **Badge Template** (`event_badge_template`): The visual and structural configuration for printing (branding, layout, QR placement).
+
+### Relationships
+- **Badge → Event:** Many-to-one.
+- **Badge → Template:** Many-to-one (via `event_badge_template_id`).
+- **Badge → Person:** Optional link to core Aether Person record for unified profiles.
---
## Critical Design Pattern: Override Fields
### Purpose
-The `*_override` fields pattern protects data from being overwritten during scheduled cron syncs from external systems. This is essential because:
-1. Staff may need to correct imported data
-2. Attendees may be allowed to self-update certain fields (e.g., preferred name, pronouns)
-3. External systems often have outdated or incorrect data
-4. Changes should persist across multiple sync cycles
+The `*_override` fields pattern (established in 2018) protects data from being overwritten during scheduled cron syncs from external systems (iMIS, Novi, etc.). This ensures that staff corrections or attendee self-updates persist across multiple sync cycles.
### How It Works
+1. **Import:** External systems populate **REGULAR** fields only.
+2. **Display Logic:** The UI displays the `*_override` field if it has a value; otherwise, it falls back to the regular field.
+3. **HTML Rendering:** Certain display fields (Name, Title, Affiliations, Location) support HTML markup for rich text formatting (bold, italics, line breaks) on the physical badge.
-**Import Behavior:**
-```
-External System → Aether API → Populates REGULAR fields only
- (never touches *_override fields)
-```
+### Standard Override Pairs
-**Display Behavior:**
-```
-UI Display Logic:
-1. IF `*_override` field has value → USE IT (highest priority)
-2. ELSE IF regular field has value → USE IT (fallback)
-3. ELSE → Display placeholder/empty
-```
-
-**HTML Rendering (implemented 2026-02-27):**
-
-Certain fields support HTML markup for rich text formatting. When viewing (not editing), these fields use Svelte's `{@html}` directive to render the markup:
-- `full_name` / `full_name_override`
-- `professional_title` / `professional_title_override`
-- `affiliations` / `affiliations_override`
-- `location` / `location_override`
-
-This allows for formatting like:
-- Bold/italic: `Dr. Jane Smith` or `Chief Medical Officer`
-- Line breaks: `Hospital Name
Department Name`
-- Special characters and entities
-
-**Example — Full Name:**
-```typescript
-// API imports from iMIS
-badge.given_name = "Robert"
-badge.family_name = "Smith"
-badge.full_name = "Robert Smith" // Auto-computed
-
-// Staff edits to preferred name with HTML
-badge.full_name_override = "Bob Smith"
-
-// Display in UI (review form)
-{@html badge.full_name_override || badge.full_name || "— no name —"}
-// Result: **Bob** Smith (bold rendered)
-
-// Edit mode shows raw HTML
-
-// Shows: Bob Smith (editable as text)
-
-// Next cron sync from iMIS
-// ✅ badge.full_name updated to "Robert J. Smith" (middle initial added)
-// ✅ badge.full_name_override remains "Bob Smith" (PROTECTED)
-// ✅ Display still shows **Bob** Smith (bold rendered)
-```
-
-### Override Fields
-
-| Regular Field | Override Field | Purpose | Editable By | HTML Rendering |
-|---|---|---|---|---|
-| `pronouns` | `pronouns_override` | Preferred pronouns | Staff, Attendee | No |
-| `professional_title` | `professional_title_override` | Job title display | Staff, Attendee | ✅ Yes |
-| `full_name` | `full_name_override` | Preferred name display | Staff, Attendee | ✅ Yes |
-| `affiliations` | `affiliations_override` | Organization display | Staff, Attendee | ✅ Yes |
-| `phone` | `phone_override` | Phone number | Staff, Attendee | No |
-| `email` | `email_override` | Contact email override | Staff only | No |
-| `location` | `location_override` | City/State/Country display | Staff, Attendee | ✅ Yes |
-| `badge_type` | `badge_type_override` | Badge category label text | Staff only | No |
-| `badge_type_code` | `badge_type_code_override` | Badge access level code | Staff only | No |
-| `registration_type` | `registration_type_override` | Registration category label text | Staff only | No |
-| `registration_type_code` | `registration_type_code_override` | Registration category code | Staff only | No |
-
-> **Note:** `phone`, `phone_override`, `pronouns_override`, `registration_type`, `registration_type_code`, `registration_type_override`, `registration_type_code_override` may need to be confirmed against the DB schema via `ae_describe event_badge` and added to `properties_to_save` in `ae_events__event_badge.ts` if not already present.
-
-### Sync Safety Rules
-
-**Automated Sync (Cron Jobs):**
-- ✅ CAN update: All regular fields (`given_name`, `family_name`, `email`, `affiliations`, etc.)
-- ❌ CANNOT update: Any `*_override` field
-- ❌ CANNOT delete: Any `*_override` value
-
-**Manual Staff Edit:**
-- ✅ CAN update: Any field (including overrides)
-- ✅ CAN clear: Override fields (reverts to regular field)
-
-**Attendee Self-Service Edit:**
-- ✅ CAN update: Only specific override fields (per event config)
-- ✅ CAN clear: Their own override fields
-- ❌ CANNOT edit: Regular fields, badge_type, email_override
+| Regular Field | Override Field | Editable By | HTML? |
+|---|---|---|---|
+| `full_name` | `full_name_override` | Staff, Attendee | ✅ |
+| `professional_title` | `professional_title_override` | Staff, Attendee | ✅ |
+| `affiliations` | `affiliations_override` | Staff, Attendee | ✅ |
+| `location` | `location_override` | Staff, Attendee | ✅ |
+| `email` | `email_override` | Staff Only | No |
+| `badge_type` | `badge_type_override` | Staff Only | No |
---
## External System Integration
-### Supported Import Sources
-- **iMIS** (Association Management)
-- **Zoom** (Virtual event registration)
-- **Novi AMS** (Association Management)
-- **Impexium** (Association Management)
-- **Confex** (Event abstract management)
-- **Cvent** (Event registration)
-- **Custom CSV/Excel** imports
+Aether acts as a **Pull-Only** consumer for registration data. It does not push changes back to external systems, maintaining them as the source of truth for base registration while Aether handles the "Onsite Truth."
-### Data Flow Direction
-```
-External Systems ─────────> Aether
- (READ ONLY) (WRITE + DISPLAY)
-```
-
-**Important:** Aether is **pull-only** — does not push changes back to external systems. This prevents sync conflicts and maintains external systems as the source of truth for base data.
-
-### Sync Behavior
-- **Frequency:** Scheduled cron jobs (typically hourly, daily, or on-demand)
-- **Method:** Full sync or incremental (depends on external system API)
-- **Conflict Resolution:** Override fields always win
-
-**Pseudocode:**
-```python
-def sync_badge_from_external(external_badge_data, existing_badge):
- # Update regular fields from external source
- existing_badge.given_name = external_badge_data.first_name
- existing_badge.family_name = external_badge_data.last_name
- existing_badge.email = external_badge_data.email
- existing_badge.affiliations = external_badge_data.organization
- existing_badge.badge_type_code = external_badge_data.registration_type
-
- # NEVER TOUCH OVERRIDE FIELDS
- # existing_badge.full_name_override ← PROTECTED
- # existing_badge.affiliations_override ← PROTECTED
- # existing_badge.email_override ← PROTECTED
-
- return existing_badge
-```
+### Supported Sources
+- **iMIS**, **Novi AMS**, **Impexium** (Associations)
+- **Zoom**, **Cvent** (Registrations)
+- **Confex** (Abstracts/Presenters)
+- **Custom CSV/Excel**
---
-## Access Control & Edit Permissions
+## Access Control & Permissions
-### Access Levels (Ascending)
-1. **Anonymous** — No access to badges
-2. **Public** — View public event info only (no badge access)
-3. **Authenticated** — View own badge, limited self-edit
-4. **Trusted** — Search all badges, view all, edit own
-5. **Administrator** — Full CRUD, bulk operations, override any field
-6. **Manager** — All administrator + event configuration
-7. **Super** — All manager + cross-event operations
+| Level | Access |
+|---|---|
+| **Authenticated** | View own badge, limited self-edit (overrides only). |
+| **Trusted** | Search all badges, view all, reprint existing badges. |
+| **Administrator** | Full CRUD, bulk operations, override any field. |
+| **Manager** | All Admin + Event/Template configuration. |
-### Current Implementation (v3) — 2026-02-27
-
-#### Badge Search Results Visibility
-
-| Access Level | Sees |
-| --- | --- |
-| Below Trusted (incl. anonymous) | Only badges where `print_count < 1` and not hidden |
-| Trusted, not Edit Mode | Only badges where `print_count < 1` and not hidden |
-| Trusted + Edit Mode | All badges where `hide === false` (including already-printed) |
-
-#### Print Button Behavior (per result row)
-
-| Access Level | Print Action |
-| --- | --- |
-| Below Trusted | No print action — name shown with User icon, non-interactive |
-| Trusted, `print_count < 1` | Clickable link → `/print` page, Printer icon |
-| Trusted, `print_count >= 1`, not Edit Mode | Disabled (already printed safety lock), shows `Nx` count |
-| Trusted, `print_count >= 1`, Edit Mode | Clickable reprint — shows `Nx` count badge next to icon |
-
-Print count displayed as `[Printer][2×] Name` when `print_count >= 1`.
-
-#### Review Area Buttons (per result row, up to 3 buttons total)
-
-| Button | Visible To | Behavior |
-| --- | --- | --- |
-| Email Review Link | All users | Placeholder `alert()` — will trigger email API |
-| Review Link (clipboard) | Trusted + Edit Mode only | Copies `/review` URL to clipboard; shows `Copied!` feedback |
-| *(direct Review link)* | *(future)* | *(not yet implemented as separate nav button)* |
-
-#### Badge Edit Form (`ae_comp__badge_obj_view.svelte`)
-
-**Currently editable fields (local `edit_mode_active`, not global `edit_mode`):**
-```typescript
-editable_full_name_override: string | null
-editable_professional_title_override: string | null
-editable_affiliations_override: string | null // textarea
-editable_location_override: string | null
-editable_allow_tracking: boolean | null
-editable_email: string | null
-editable_badge_type_code: string | null
-```
-
-- Save button → `handle_save_changes()` — only changed fields sent to API
-- Cancel button → `handle_cancel_changes()` — reverts to IDB values
-- **IMPORTANT:** This component must NEVER write to `$ae_loc.edit_mode` — it uses its own local `edit_mode_active` flag only. (Bug fixed 2026-02-27)
-
-#### Badge Review Form (`ae_comp__badge_review_form.svelte`)
-
-Form-based review (NOT a badge render). Used by the `/review` page.
-
-**Props:**
-- `can_edit_fields: string[]` prop controls which fields are editable per user level
-- `['*']` = administrator (all fields)
-- `is_staff: boolean` prop shows/hides the staff-only fields
-- Fields show "(overridden)" label when an override value differs from the base field
-
-**Features (implemented 2026-02-27):**
-- **HTML Rendering**: `full_name_override`, `professional_title_override`, `affiliations_override`, and `location_override` fields render HTML markup using `{@html}` directive when viewing (not when editing)
-- **Accessibility**: Text enlargement toggle button switches between text-2xl (normal) and text-4xl (enlarged) for improved readability
-- **Help Modal**: Flowbite Modal component with 6 help sections (Reviewing Badge, Editing Info, Accessibility, QR Code, Lead Scanning, Assistance)
-- **QR Code Display**: Generates QR code using `core_func.js_generate_qr_code()` with badge ID, supports hover zoom and click-to-expand
-- **Print Status**: Shows print count, first print datetime, and last print datetime at top of form
-- **Local Edit Mode**: Independent `local_edit_active` state (never writes to `$ae_loc.edit_mode`)
-- **Save/Cancel**: Only changed fields sent to API; revert button for override fields
-
-**Editable Fields:**
-- Pronouns, Full Name, Professional Title, Affiliations, Phone, Location (all with override support)
-- Allow Tracking checkbox (lead scanning permission)
-- Staff-only: Email, Badge Type, Registration Type, Hide, Priority, Notes
-- Staff-only: Options (`other_1_code` through `other_8_code`) and Tickets (`ticket_1_code` through `ticket_8_code`)
-- Agree to Terms & Conditions checkbox (attendee-visible when in can_edit_fields)
-
-#### Badge Review Page — Header Buttons (implemented 2026-02-27)
-
-| Button | Visible To | Behavior |
-| --- | --- | --- |
-| Back → Search (ArrowLeft) | Staff (`has_staff_access`) only | `` |
-| Print (Printer icon) | Trusted+, not printed OR Trusted+Edit if printed | ``, shows `Nx` count if reprinting |
-| Copy Link (clipboard) | Trusted + Edit Mode only | Copies review URL to clipboard; `Copied!` feedback for 2s |
-| Email Link (Mail icon) | All if not printed; Trusted+Edit if printed | Placeholder `alert()` — email API pending |
-
-#### Badge Print Page — Header Buttons (implemented 2026-02-27)
-
-| Button | Visible To | Behavior |
-| --- | --- | --- |
-| Back → Search (ArrowLeft) | Always (when badge loaded) | `` |
-| Print Now (Printer icon) | Trusted+, not printed OR Trusted+Edit if printed | Calls `window.print()` directly (convenience duplicate); print count tracked by component button |
-| Review (Eye icon) | Trusted + Edit Mode only | `` nav link |
-| Email Link (Mail icon) | All if not printed; Trusted+Edit if printed | Placeholder `alert()` — email API pending |
-
-#### Badge Review Page — Display Sections (implemented 2026-02-27)
-
-The review form (`ae_comp__badge_review_form.svelte`) displays:
-
-1. **Print status** ✅ — print count + first/last print timestamps (read-only, hidden if never printed)
-2. **QR Code** ✅ — the attendee's badge QR code for scanning at the badge kiosk (for automatic badge search + print flow). Generated using `core_func.js_generate_qr_code()` with `obj_type: 'event_badge'` and badge ID. Supports hover zoom overlay and click-to-expand.
-3. **Editable Fields** ✅ — all fields with access-level gating, override support, and HTML rendering for display fields
-4. **Options** ✅ (`other_1_code` through `other_8_code`) — Staff: editable text inputs; Attendees: shown as `[✓] Option X` checkmark display only when value exists
-5. **Tickets** ✅ (`ticket_1_code` through `ticket_8_code`) — Staff: editable text inputs; Attendees: shown as `[✓] Ticket X` checkmark display only when value exists
-6. **Accessibility Toggle** ✅ — Font size enlargement button in sticky header (text-2xl ↔ text-4xl)
-7. **Help Modal** ✅ — Attendee guidance modal with 6 sections explaining the review process, editing, QR codes, and lead scanning
-
-#### Default Field Permissions (hardcoded for now — Axonius first show, mid-April 2026)
-
-These are hardcoded in `review/+page.svelte` pending connection to `mod_badges_json.edit_permissions`.
-
-**Attendee (passcode-authenticated / anonymous with link):**
-```typescript
-[
- 'pronouns_override',
- 'full_name_override',
- 'professional_title_override',
- 'affiliations_override',
- 'phone_override',
- 'location_override',
- 'allow_tracking', // Exhibitor Leads opt-in
- 'agree_to_tc', // Terms & Conditions placeholder
-]
-```
-
-**Trusted Staff and above:**
-```typescript
-[
- 'pronouns_override',
- 'full_name_override',
- 'professional_title_override',
- 'affiliations_override',
- 'email_override',
- 'phone_override',
- 'location_override',
- 'badge_type_code_override', // + badge_type_override (text label)
- 'registration_type_code_override', // + registration_type_override (text label)
- 'option_1' ... 'option_8', // i.e. other_1_code ... other_8_code
- 'ticket_1_code' ... 'ticket_8_code',
- 'allow_tracking',
- 'agree_to_tc',
- 'hide',
- 'priority',
- 'notes',
-]
-```
-
-**Administrator** — `can_edit_fields = ['*']` (all fields)
-
-**Badge type options (hardcoded for now):** `member`, `non-member`, `guest`, `exhibitor`, `staff`, `test`
-(In future: read from Event Badge Template's configured list)
-
-**Registration type options:** Same list as badge type for now — identical select options.
-
-#### Future: Per-Event Configuration
-
-`event.mod_badges_json.edit_permissions` — placeholder settings UI exists in
-`ae_comp__event_settings_badges_form.svelte`. Review page uses hardcoded defaults for now.
-The settings form and review page are not yet connected.
-
-```json
-{
- "authenticated": {
- "can_edit": ["pronouns_override", "full_name_override", "professional_title_override", "affiliations_override", "phone_override", "location_override", "allow_tracking", "agree_to_tc"]
- },
- "trusted": {
- "can_edit": ["*attendee_fields", "email_override", "badge_type_code_override", "registration_type_code_override", "option_x", "ticket_x_code", "allow_tracking", "agree_to_tc", "hide", "priority", "notes"]
- }
-}
-```
+### Attendee Self-Service (`/review`)
+Attendees can access their own record via a passcode-gated link (typically `?passcode=...`). This allows them to verify their info and provide preferred name/title overrides before printing.
---
## Search & Filter Capabilities
-### Search Component
-**File:** `ae_comp__badge_search.svelte`
-
-### Multi-Word Search Fix (2026-02-26)
-Fulltext search now correctly handles multi-word queries by splitting on whitespace and applying AND logic per word:
-```typescript
-// "scott idem" → LIKE '%scott%' AND LIKE '%idem%'
-// Previously: LIKE '%scott idem%' (failed to match)
-const words = qry.split(/\s+/).filter(w => w.length > 0);
-for (const word of words) {
- search_query.and.push({ field: 'default_qry_str', op: 'like', value: `%${word}%` });
-}
-```
-**Committed:** dc0f3066
-
-### Available Filters
-
-**Fulltext Search** (All Users)
-- Searches: `default_qry_str` database field
-- Includes: Name, email, external IDs
-- Type: `LIKE %query%` (case-insensitive)
-- Trigger: Enter key or 3+ characters typed
-
-**Advanced Filters** (Trusted Access & Above)
-```typescript
-// Badge Type Filter
-badge_type_code: 'current_member' | 'inactive_member' | 'ex_all' | 'staff' | etc.
-// Note: Badge types are defined per Event and Event Badge Template in database table records.
-// Common types include: member, nonmember, guest, exhibitor, staff
-// This is a work in progress - types vary by event configuration.
-
-// Print Status Filter
-qry_printed_status: 'all' | 'printed' | 'not_printed'
-
-// Affiliations Search
-qry_affiliations: string // Separate filter for organization search
-
-// Sort Options
-qry_sort_order:
- - 'name_asc' / 'name_desc'
- - 'updated_desc' / 'updated_asc'
- - 'print_count_desc'
- - 'print_first_desc' / 'print_last_desc'
- - 'badge_type_asc'
- - 'affiliations_asc'
-```
-
-### QR Scan Search
-- Scans badge QR code
-- Extracts badge ID
-- Auto-fills search with ID
-- Jumps to badge detail view
-
-### Search Implementation Pattern
-**File:** `badges/+page.svelte` (Lines 117-365)
-
-**Strategy:** Standardized Reactive Search Pattern (Aether UI V3)
-1. **Isolate dependencies** into stable `$derived` object
-2. **Debounced effect** (300ms) triggers search
-3. **Fast Path:** Search IDB first (if not `remote_first`)
-4. **Revalidate:** API request updates IDB
-5. **LiveQuery:** UI auto-updates from IDB changes
-
-**Search API:** `events_func.search__event_badge()`
-```typescript
-await search__event_badge({
- api_cfg: $ae_api,
- event_id: event_id,
- fulltext_search_qry_str: qry_str || null,
- type_code: type_code || null,
- printed_status: printed_status,
- affiliations_qry_str: aff_str || null,
- order_by_li: order_by_li,
- limit: 150,
- log_lvl: 0
-})
-```
-
----
-
-## Badge Display Logic
-
-### Name Display Priority
-```typescript
-// Component: ae_comp__badge_obj_li.svelte (Lines 113-121)
-if (event_badge_obj?.full_name_override)
- display: full_name_override
-else if (event_badge_obj?.full_name)
- display: full_name
-else
- display: given_name + ' ' + family_name
-```
-
-### Badge View Page
-**Route:** `/events/[event_id]/badges/[badge_id]`
-
-**Components:**
-- `+page.svelte` — Container with LiveQuery for badge data
-- `ae_comp__badge_obj_view.svelte` — Full badge display + edit UI
-
-**LiveQueries:**
-```typescript
-lq__event_badge_obj = liveQuery(() => db_events.badge.get(event_badge_id))
-lq__event_badge_template_obj = liveQuery(() =>
- db_events.badge_template.get(badge.event_badge_template_id)
-)
-```
-
-**Loading States:**
-- `is_loading_idb` — Waiting for initial IDB lookup
-- If badge not found → "Badge Not Found" error with reload button
-- Loader spinner while fetching
-
----
-
-## Badge Templates
-
-### Purpose
-Badge templates define the visual layout and content structure for printed badges:
-- Header images/logos
-- Field positions and font sizes
-- QR code placement
-- Ticket/option indicator display
-- WiFi credentials display
-
-### Template Selection
-Each badge references an `event_badge_template_id`. The template controls:
-- Layout (front/back)
-- Branding elements
-- Which fields to show
-- Field formatting rules
-
-### Template Loading
-Templates are loaded alongside badges via `inc_template` parameter:
-```typescript
-load_ae_obj_id__event_badge({
- event_badge_id: badge_id,
- inc_template: true // Also loads template
-})
-```
+- **Fulltext Search:** Matches against a consolidated `default_qry_str` (Name, email, IDs).
+- **Multi-Word Logic:** Queries like "Scott Idem" are split and treated as `LIKE %Scott% AND LIKE %Idem%`.
+- **QR Scan Search:** Scanning an attendee's QR code (from a confirmation email or old badge) immediately jumps to their record.
+- **Advanced Filters:** Filter by Badge Type, Printed Status, or Affiliations (Staff only).
---
## Print Tracking
-### Print Fields
-```typescript
-print_count: number // Increments each print
-print_first_datetime: string // ISO datetime of first print
-print_last_datetime: string // ISO datetime of most recent print
-```
+Aether tracks the lifecycle of every physical badge to prevent unauthorized reprints and monitor kiosk activity.
-### Print Button (Implemented 2026-02-26)
-The `handle_print_badge()` function in `ae_comp__badge_obj_view.svelte` increments the count and records timestamps:
-```typescript
-async function handle_print_badge() {
- const now = new Date().toISOString();
- const current_print_count = $lq__event_badge_obj.print_count ?? 0;
- const data_to_update = {
- print_count: current_print_count + 1,
- print_last_datetime: now
- };
- if (current_print_count === 0) {
- data_to_update.print_first_datetime = now; // Only set on first print
- }
- await events_func.update_ae_obj__event_badge({ ... });
-}
-```
+| Field | Purpose |
+|---|---|
+| `print_count` | Increments on every "Print Badge" action. |
+| `print_first_datetime` | Timestamp of the very first print. |
+| `print_last_datetime` | Timestamp of the most recent print. |
-Button has `data-testid="badge-print-btn"` and shows loading/done/error states with icon feedback.
-
-### Print Workflow
-1. **Pre-Print:** Badge print page (`/print`) shows "Already printed N times" warning in screen-only header if `print_count >= 1`
-2. **Record:** `handle_print_badge()` updates `print_count`, `print_last_datetime`, and `print_first_datetime` (first print only) via API before printing
-3. **Print:** `window.print()` — standard browser print dialog, wired and working (2026-02-27)
-4. **Redirect:** After 1 second, `goto(/events/{id}/badges)` returns to search
-5. **Audit:** `print_first_datetime` and `print_last_datetime` visible in Edit Mode debug row
-
-**Browser vs Electron:** Badge printing does NOT require the Electron native app. The standard browser print dialog works well across Chrome, Chromium, and Firefox. The Electron native app is specialized for the **Events Pres Mgmt Launcher only** and should not be assumed available for badge stations.
+> **Operational Note:** Reprints triggered via the Edit Mode shortcut do not increment the count; only the formal "Print Badge" workflow does.
---
-## Database Schema
+## Route Map (Badges)
-### IndexedDB Table: `badge`
-**File:** `src/lib/ae_events/db_events.ts` (Lines 841-852)
-
-**Indexed Fields:**
-```typescript
-badge: `
- event_badge_id, id,
- event_id,
- full_name, full_name_override, email, email_override,
- affiliations, affiliations_override,
- badge_type, badge_type_code, badge_type_code_override, badge_type_override,
- external_event_id, external_id, external_person_id,
- default_qry_str,
- alert,
- tmp_sort_1, tmp_sort_2,
- print_count, print_first_datetime, print_last_datetime,
- enable, hide, priority, sort, group, notes, created_on, updated_on
-`
-```
-
-### Saved Properties
-**File:** `ae_events__event_badge.ts` (Lines 495-563)
-
-**Complete field list** (67 fields total):
-- Identity: `id`, `event_badge_id`, `event_id`, `event_badge_template_id`
-- Name: `pronouns`, `informal_name`, `title_names`, `given_name`, `middle_name`, `family_name`, `designations`
-- Professional: `professional_title`, `professional_title_override`
-- Display: `full_name`, `full_name_override`
-- Organization: `affiliations`, `affiliations_override`
-- Contact: `email`, `email_override`
-- Address: `address_line_1`, `address_line_2`, `address_line_3`, `city`, `country_subdivision_code`, `state_province`, `state_province_abb`, `postal_code`, `country_alpha_2_code`, `country`, `full_address`
-- Location: `location`, `location_override`
-- Classification: `badge_type`, `badge_type_code`, `badge_type_override`, `badge_type_code_override`
-- External: `external_event_id`, `external_id`, `external_person_id`
-- Search: `query_str`, `default_qry_str`
-- System: `alert`, `enable`, `hide`, `priority`, `sort`, `group`, `notes`, `created_on`, `updated_on`
-- Print: `print_count`, `print_first_datetime`, `print_last_datetime`
-- Sorting: `tmp_sort_1`, `tmp_sort_2`
-- Person Link: `person_external_id`, `person_external_sys_id`, `person_given_name`, `person_family_name`, `person_full_name`, `person_professional_title`, `person_affiliations`, `person_primary_email`, `person_passcode`
-
----
-
-## API Functions
-
-### CRUD Operations
-**File:** `src/lib/ae_events/ae_events__event_badge.ts`
-
-```typescript
-// Load single badge
-load_ae_obj_id__event_badge({ event_badge_id, event_id, inc_template })
-
-// Load badge list
-load_ae_obj_li__event_badge({ event_id, view, limit, order_by_li })
-
-// Search badges (V3 API)
-search__event_badge({
- event_id,
- fulltext_search_qry_str,
- type_code,
- printed_status,
- affiliations_qry_str,
- order_by_li
-})
-
-// Create badge
-create_ae_obj__event_badge({ event_id, data_kv })
-
-// Update badge
-update_ae_obj__event_badge({ event_badge_id, event_id, data_kv })
-
-// Delete badge
-delete_ae_obj_id__event_badge({ event_badge_id, event_id, method })
-```
-
-### Field Processing
-**Function:** `process_ae_obj__event_badge_props()`
-
-**Processing Steps:**
-1. Map `*_random` fields to clean names (`event_badge_id_random` → `event_badge_id`)
-2. Set primary `id` field from `event_badge_id`
-3. Ensure `event_id` is set (from function parameter if missing)
-4. Calculate `tmp_sort_1` and `tmp_sort_2` for efficient sorting
-5. Return processed objects
-
-**Critical Fix (2026-02-26):** All CRUD functions now return **processed** data (matches IDB cache) instead of raw API responses. This ensures consistency between function return values and cached data.
-
----
-
-## Component Architecture
-
-### Route Structure
-```
-/events/[event_id]/(badges)/badges/
-├── +layout.svelte # Layout wrapper (minimal)
-├── +page.svelte # Badge list + search
-├── ae_comp__badge_search.svelte # Search form + filters
-├── ae_comp__badge_obj_li.svelte # Badge list display (results)
-├── ae_comp__badge_create_form.svelte # (Not actively used)
-├── ae_comp__badge_upload_form.svelte # Bulk CSV upload
-└── [badge_id]/
- ├── ae_comp__badge_obj_view.svelte # Badge rendering + staff edit + print button
- ├── ae_comp__badge_review_form.svelte # Form-based field review/edit (attendee + staff)
- ├── print/
- │ ├── +page.ts # Non-blocking badge loader (inc_template: true)
- │ └── +page.svelte # Print-focused page — screen header + badge render
- └── review/
- ├── +page.ts # Non-blocking badge loader (inc_template: false)
- └── +page.svelte # Passcode-gated review page
-```
-
-> **Note:** The old `[badge_id]/+page.svelte` placeholder was removed (2026-02-27). The name link in the search results list now goes directly to `/print`.
-
-#### Badge Print Page (`/print`)
-- Screen-only header (`print:hidden`): "Back to Search" link + "Already printed N times" warning
-- Badge rendered via `ae_comp__badge_obj_view` with `is_review_mode={false}`
-- Print button inside `ae_comp__badge_obj_view` handles count update → `window.print()` → redirect to search
-- Page `` includes badge name + event name
-
-#### Badge Review Page (`/review`)
-- Passcode-gated for attendees — URL `?passcode=...` matched against `badge.person_passcode`
- - **Note:** `person_passcode` field is not yet in the DB (as of 2026-02-27). Review page accessible to staff via `trusted_access` without a passcode.
-- Access hierarchy (checked in order):
- 1. Administrator → full access (`can_edit_fields = ['*']`)
- 2. Trusted Staff → staff field set
- 3. Attendee with valid passcode → attendee field set
- 4. No access → passcode entry form shown
-- Uses `ae_comp__badge_review_form.svelte` (NOT badge render)
-- "Back to Search" link shown for staff only
-
-### Key Components
-
-**Badge List Page** (`+page.svelte`)
-- **LiveQuery:** Reactive badge list from IDB
-- **Search Pattern:** Debounced search with fast path + revalidation
-- **ID List:** `event_badge_id_li` drives LiveQuery
-- **Loading State:** Shows spinner when `search_status === 'loading'`
-
-**Badge Search** (`ae_comp__badge_search.svelte`)
-- **Form Mode:** Toggle between search form and QR scanner
-- **Filters:** Badge type, print status, affiliations, sort order (trusted+ only)
-- **Fulltext:** Name/email search (all users)
-- **QR Scan:** Integrated QR scanner for badge ID lookup
-
-**Badge List Display** (`ae_comp__badge_obj_li.svelte`)
-- **Visibility Filter:** Respects `hide` flag (trusted+ sees all)
-- **Display Logic:** Override → regular → fallback pattern
-- **Print Indicator:** Green checkmark badge shows `print_count`
-- **Metadata:** ID, created/updated timestamps (edit mode only)
-
-**Badge Detail View** (`ae_comp__badge_obj_view.svelte`)
-- **Edit Mode:** Activated by edit button (or `#review` URL hash for future self-service)
-- **Condition:** Renders only when BOTH `$lq__event_badge_obj` AND `$lq__event_badge_template_obj` are non-null
-- **Form Binding:** Direct `bind:value` on editable fields
-- **Dynamic Sizing:** Font size adjusts based on text length
-- **Print Preview:** Full badge layout with template
-- **Save Handler:** Only sends changed fields to API
-- **`data-testid` attributes:** `badge-edit-btn`, `badge-save-btn`, `badge-cancel-btn`, `badge-print-btn`, `badge-professional-title-input` — use these in tests
-
----
-
-## Testing Status
-
-### Current Test Coverage
-- ✅ Badge list loads (all 6 data integrity tests passing)
-- ✅ Badge template list loads and displays
-- ✅ Badge template form renders and populates correctly
-- ✅ Badge template values persist in edit form
-- ✅ Electron bridge compatibility (graceful degradation in browser)
-- ✅ Badge field processor handles missing optional fields
-- ✅ Badge type filter tests
-- ✅ Badge template relationship tests
-- ✅ **Attendee workflow test** — navigate → edit professional title → print → return (d1ded2d4)
-
-### Key Test Lessons Learned
-
-**Search API path is FLAT, not nested.** `search_ae_obj` builds `/v3/crud/{obj_type}/search` — always flat regardless of the parent relationship. Mocks must match this:
-```typescript
-// CORRECT — flat path
-url.includes('/v3/crud/event_badge/search') && method === 'POST'
-// WRONG — nested path, mock will never fire
-url.includes(`/v3/crud/event/${event_id}/event_badge/search`) && method === 'POST'
-```
-
-**List API (GET) is also FLAT with query params.** `get_ae_obj_li` builds `/v3/crud/{obj_type}/?for_obj_id=...` — always flat. Mocks must check `url.includes('/v3/crud/event_badge_template/') && url.includes('for_obj_id')`.
-
-**CSS `input[value*=...]` selectors don't work with Svelte bind:value.** The CSS selector checks the HTML *attribute*; Svelte's `bind:value` sets the DOM *property* only. In Playwright tests, use `page.getByLabel()` or `locator.inputValue()` instead.
-
-**Dexie requires `_random` ID fields.** Badge objects saved to IDB must include:
-```typescript
-event_badge_id_random: string // Must be present or Dexie skips the object
-id_random: string // Also checked
-// Error: "Object is missing a valid ID for table 'badge'"
-```
-All API mock responses in tests need these fields.
-
-**Badge view requires both badge AND template.** `ae_comp__badge_obj_view.svelte` wraps everything in `{#if $lq__event_badge_obj && $lq__event_badge_template_obj}` — if the template isn't loaded, edit/print buttons and the badge itself don't render. Tests must mock the badge template endpoint.
-
-**Badge GET endpoint (single object):** `/v3/crud/event_badge/{id}` (NOT nested under event). Matches `api.get_ae_obj()` which uses the flat path.
-
-**Badge PATCH endpoint (update):** `/v3/crud/event/${event_id}/event_badge/${badge_id}` (nested under event). Matches `api.patch_ae_obj()` which uses the nested path.
-
-**Use `data-testid` for test selectors.** Key buttons have targets: `badge-edit-btn`, `badge-save-btn`, `badge-cancel-btn`, `badge-print-btn`, `badge-professional-title-input`.
-
-### Remaining Test Issues
-None — all current badge tests passing as of 2026-02-26 (f5e98b8c).
-
----
-
-## Known Issues & Future Enhancements
-
-### Known Issues
-1. **Session Cold-Start:** Potential race condition on first load (same as pres mgmt module)
-2. **Type Definitions:** Some pre-existing TypeScript errors on external package types (not introduced by badge work)
-3. **`person_passcode` not in DB:** Attendee-gated review URL (`?passcode=...`) cannot function until this field is added to the `event_badge` schema. The review page falls back to passcode entry form for non-staff.
-4. **Print page CSS:** Badge print rendering and `@page` print styles not yet fine-tuned — expected to need work
-5. **`mod_badges_json.edit_permissions` not connected:** Settings UI exists but review page uses hardcoded field defaults
-
-### Implemented (2026-02-27)
-- ✅ `window.print()` wired to print button (records count first, then prints, then redirects)
-- ✅ Dedicated `/print` page — replaces old `[badge_id]/+page.svelte` placeholder
-- ✅ Dedicated `/review` page — passcode-gated, access-tiered
-- ✅ `ae_comp__badge_review_form.svelte` — stub created, full form fields pending
-- ✅ Badge search results visibility rules (unprinted-only for non-edit, all for trusted+edit)
-- ✅ Badge list: 4 action buttons per row (Print, Review nav, Copy Link, Email Link) — all Lucide icons
-- ✅ Print page: 3 action buttons in header (Print Now, Review nav, Email Link) — all Lucide icons
-- ✅ Review page: 3 action buttons in header (Print nav, Copy Link, Email Link) — all Lucide icons
-- ✅ Print button: not shown when already printed (unless Edit Mode)
-- ✅ Print count shown as `Nx` badge next to printer icon
-- ✅ Email obscuring for non-trusted users
-- ✅ Email Review Link button (placeholder alert — email API pending)
-- ✅ Direct Review Link clipboard copy (trusted + Edit Mode only)
-- ✅ Fixed: components no longer write to `$ae_loc.edit_mode`
-- ✅ Settings UI for `edit_permissions` per event (`ae_comp__event_settings_badges_form.svelte`)
-- ✅ All badge module icons converted to Lucide (Font Awesome removed from badge routes)
-
-### Recently Completed (2026-02-27)
-- ✅ **Badge Review Form** — `ae_comp__badge_review_form.svelte` fully implemented (fields, QR, save/cancel, options/tickets, accessibility, help modal)
-- ✅ **Print font size controls (v1)** — Screen-only `[−]/[+]/[↺]` panel on print page; 4 px props added to `ae_comp__badge_obj_view.svelte`; auto-sizing unchanged when props absent
-- ✅ **Bug fix** — `default_authenticated_fields` / `default_trusted_fields` in `review/+page.svelte` corrected (wrong field names caused silent save drops)
-
-### Still Needed — HIGH PRIORITY (first show: April 2026)
-
-### Still Needed — MEDIUM PRIORITY
-1. **Email API for review links:** `send_review_email()` is a placeholder `alert()`. Needs actual email send endpoint.
-2. **`person_passcode` DB field:** Add to `event_badge` schema to enable attendee-gated review URLs.
-3. **Connect `edit_permissions` config:** Read `mod_badges_json.edit_permissions` in review page instead of hardcoded defaults.
-4. **Print page CSS / `@page` styles:** Badge rendering, sizing, and print-specific stylesheet.
-
-### Still Needed — FUTURE / LOW PRIORITY
-1. **Batch Operations:** Bulk update, bulk print, bulk export
-2. **Audit Log:** Track who edited which fields and when
-3. **Photo Badges:** Support badge photo upload and display
-4. **Real-Time Sync:** WebSocket updates for multi-device badge printing stations
-
----
-
-## Development Guidelines
-
-### Adding New Override Fields
-1. Add `{field}_override` to database schema
-2. Add to `properties_to_save` array in `ae_events__event_badge.ts`
-3. Update display logic to check override first
-4. Add to editable fields in `ae_comp__badge_obj_view.svelte`
-5. Update access control config
-6. Document in this file
-
-### Testing Override Fields
-```typescript
-// Simulate external sync
-badge.given_name = "External Value"
-
-// User edits
-badge.given_name_override = "User Value"
-
-// Next sync (should NOT change override)
-badge.given_name = "Updated External Value"
-
-// Display should still show "User Value"
-assert(display === badge.given_name_override)
-```
-
-### Debugging Search Issues
-```typescript
-// Enable search logging
-log_lvl: 2
-
-// Check search params object
-console.log('Search params:', search_params)
-
-// Verify API request
-console.log('API request:', { event_id, fulltext_search_qry_str, type_code })
-
-// Check returned IDs
-console.log('Badge IDs:', event_badge_id_li)
-
-// Verify IDB contents
-db_events.badge.toArray().then(console.log)
-```
+| URL | Purpose |
+|---|---|
+| `/events/[id]/badges` | Main search and attendee list. |
+| `/events/[id]/badges/templates` | Badge template management. |
+| `/events/[id]/badges/[id]/print` | The actual print-ready render page. |
+| `/events/[id]/badges/[id]/review` | Attendee-facing self-service form. |
---
## Related Documentation
-- [AE API V3 for Frontend](./GUIDE__AE_API_V3_for_Frontend.md)
-- [Development Guide](./GUIDE__Development.md)
-- [Events Launcher Native Integration](./PROJECT__AE_Events_Launcher_Native_integration.md)
-- [Naming Conventions](./AE__Naming_Conventions.md)
-
----
-
-**Document Status:** 🔄 In Progress
-**Last Verified:** 2026-02-27 (rev 5 — field permissions spec added, header buttons implemented, review form fields pending)
-**Verified Against:** Code as of 2026-02-27 (branch ae_app_3x_llm)
+👉 **[MODULE__AE_Events_Badge_Templates.md](./MODULE__AE_Events_Badge_Templates.md)** (Technical reference for layouts)
+👉 **[GUIDE__AE_Events_Badges_Onsite.md](./GUIDE__AE_Events_Badges_Onsite.md)** (Hardware & station setup)
+👉 **[GUIDE__AE_Events_Onsite_Runbook.md](./GUIDE__AE_Events_Onsite_Runbook.md)** (Onsite operational checklists)
diff --git a/documentation/MODULE__AE_Events_Exhibitor_Leads.md b/documentation/MODULE__AE_Events_Leads.md
similarity index 100%
rename from documentation/MODULE__AE_Events_Exhibitor_Leads.md
rename to documentation/MODULE__AE_Events_Leads.md