refactor(leads): modularize exhibitor leads logic and stub v3 UI
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documentation/Aether_Events_Exhibitor_Leads_v3_detail.md
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Aether Events Exhibitor Leads v3 - Details
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=======
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## [root page] Leads for Exhibitors Main Landing
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* Has a search for Exhibits section that allows for searching Exhibits by name or code.
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* Results can be sortable. They can be sorted by name, booth number, or last created/updated.
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* This is for exhibitors to find their Exhibit and sign in with the shared passcode or their assigned licensed user credentials.
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* If not signed in with Administrator Access or above, then only show results for Exhibitors that have been marked as "priority" (paid). Otherwise show all Exhibitors (to admins).
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* Has a list of Exhibits with basic info and link to Exhibit Leads management page for each Exhibit. Do not show results by default or if less than 3 characters in search and they are not signed in with Trusted Access or above.
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## [exhibit_id page] Exhibit Leads Module
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* This is minimalistic. Only the tabs and content needed.
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### Header/Footer
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* Overall header/footer should hide by default once signed in. Use Aether iframe mode?
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* Leads module header should show the Exhibit name and booth number. It should also have a button to toggle the Add Lead tab and Lead List tab. There should also be a button to show the Manage/Config tab for the Exhibit.
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Header: [Name and Booth # text] [Add Lead / Lead List toggle] [Manage/Config button]
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### Tabs:
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I am probably using the term "tab" loosely here. It may just be sections that show/hide based on buttons or whatever. The main thing is to keep the UI simple and not overwhelm the user with too many options at once. The main flow should be to easily add leads and then view/manage those leads. The Manage/Config tab is more for the person managing the Exhibit and should be separate from the lead capture and management interface.
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1. Start - Sign In / Licenses / Payment
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2. Add - Search/QR
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3. Leads - List of Attendee Leads for Exhibitor
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4. Manage - Leads (app and exhibit) Manage
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### [tab 1] Start / Sign In / Payment
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* Only shows when not signed in as Exhibit Licensed Leads User
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* Show notification and or message that this is a PWA and can be installed on their device for easier access.
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* Sign in with Exhibit passcode
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* This will then allow them to Manage the Exhibit License
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* Sign in with Exhibit Licensed user
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* This will then allow them to Manage the Exhibit License
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* Payment - Leads Payment
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* Not Paid: <span class="fas fa-question text-red-500 m-1"></span> <span class="fas fa-credit-card mx-1"></span> Waiting for payment
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* Paid: <span class="fas fa-check text-green-500 m-1"></span> <span class="fas fa-credit-card mx-1"></span> Marked as paid
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* Need to switch to Lucide icons
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* Sections:
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* Sign in with Exhibit "shared" passcode
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* This will then allow them to Manage the Exhibit License
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* Change to Sign Out once signed in
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* Once signed in, show message to the Exhibit person. Allow them to select number of Licenses, make a payment, and manage the Licenses if paid.
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* Sign in with Exhibit Licensed user
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* This will then allow them to Manage the Exhibit License
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* Change to Sign Out once signed in
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* Once signed in, show message to the Leads user. A big button should allow them to then start adding leads.
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* Payment (Stripe) - Leads Payment
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* Only show if signed in with Exhibit "shared" passcode and not marked as paid.
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* Licenses (table):
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* A client staff (Trusted Access or above) or someone signed in with an Exhibit passcode can add/edit/remove licenses.
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* License:
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* full_name
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* email
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* passcode
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* Buttons and Inputs:
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* Sign in with Exhibit passcode
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* Sign in with Exhibit Licensed user
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* Payment - Leads Payment
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* Add/Edit/Remove Licenses (if signed in with Exhibit passcode or Trusted Access or above)
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### [tab 2] Add - Search/QR
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* Show only when signed in as Exhibit Licensed Leads User or Trusted Access or above.
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* Allow for text search of Attendee Badge ID, QR code, name, email, or affiliations.
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* Allow for QR code scan to add Attendee Badge as Lead.
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* Once found, show basic Attendee Badge info and button to "Add as Lead".
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* If already added as Lead, show message and button to "View Lead".
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* Sections:
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* Text search
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* QR scan
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* Results with "Add as Lead" or "View Lead" button
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* Buttons and Inputs:
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* Text input for search
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* Button to trigger search
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* Button to trigger QR scan (opens camera and scans QR code on badge)
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* Button to "Add as Lead" if Attendee Badge found and not already a Lead
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* Button to "View Lead" if Attendee Badge found and already a Lead
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### [tab 3] Leads - List of Attendee Leads for Exhibitor
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* Allow for toggle between showing all per Exhibit and per licensed user based on their email address. Not perfect, but works well enough.
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* Allow for easy edit or remove
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* Buttons and Inputs:
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* Button to Export Data - CSV or XLSX
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* Toggle for show/hide Hidden records
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* Select options for sorting: Newest added first, Oldest added first, Alpha ascending, Alpha descending, Last updated first
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### [tab 4] Manage - Leads (app and exhibit) Manage
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* Show list of Leads added for this Exhibit.
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* Allow for easy edit or remove
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* Allow for sorting: Newest added first, Oldest added first, Alpha ascending, Alpha descending, Last updated first
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* Allow for toggle for show/hide Hidden records
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* Allow for filtering by Licensed user email address
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* Buttons and Inputs:
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* Button to Export Data - CSV or XLSX
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* Toggle for show/hide Hidden records
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* Select options for sorting: Newest added first, Oldest added first, Alpha ascending, Alpha descending, Last updated first
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* Filter by Licensed user email address (dropdown of emails that have added leads for this Exhibit)
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