docs(events): reorganize badges and leads documentation

Standardized documentation structure for Badges and Leads modules into
focused technical references and practical onsite guides.

- Refined MODULE__AE_Events_Badges.md (Core data integrity & sync logic)
- Renamed MODULE__AE_Events_Exhibitor_Leads.md to MODULE__AE_Events_Leads.md
- Renamed MODULE__AE_Events_Badges_Onsite.md to GUIDE__AE_Events_Badges_Onsite.md
- Expanded GUIDE__AE_Events_Onsite_Runbook.md with Badge and Leads sections.
- Maintained all critical business logic, including the 'Override Fields' pattern.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Scott Idem
2026-05-21 22:39:57 -04:00
parent cb767ed115
commit 518a450b91
4 changed files with 101 additions and 799 deletions

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@@ -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