feat(leads): standardize exhibit and lead tracking on V3 API and base ID keys

This commit is contained in:
Scott Idem
2026-02-07 18:58:20 -05:00
parent aa5c795287
commit acf69c3deb
7 changed files with 654 additions and 217 deletions

View File

@@ -88,13 +88,15 @@
if (!event_id) return;
if (log_lvl) console.log(`🔎 [Trace] Exhibit Search #${current_search_id}: START (remote=${remote_first}, event=${event_id}, str=${params.str})`);
untrack(() => {
$events_sess.leads.submit_status__search = 'searching';
});
const qry_str = params.str;
// 1. Local Search
// 1. FAST PATH: Local IDB Search
if (!remote_first) {
try {
let local_results = await db_events.exhibit
@@ -135,9 +137,11 @@
});
const local_ids = local_results
.map((e) => String(e.event_exhibit_id))
.map((e) => String(e.id || e.event_exhibit_id))
.filter(Boolean);
if (current_search_id === last_search_id) {
if (log_lvl) console.log(`✅ [Trace] Exhibit Search #${current_search_id}: Local path found ${local_ids.length} items.`);
untrack(() => {
exhibit_id_li = local_ids;
});
@@ -147,7 +151,7 @@
}
}
// 2. Remote Revalidation
// 2. REVALIDATE: API Request
try {
let order_by_li: any = {};
switch (params.sort) {
@@ -180,8 +184,11 @@
if (current_search_id === last_search_id) {
const api_ids = results
.map((e: any) => String(e.event_exhibit_id))
.map((e: any) => String(e.id || e.event_exhibit_id))
.filter(Boolean);
if (log_lvl) console.log(`📦 [Trace] Exhibit Search #${current_search_id}: API revalidation found ${api_ids.length} items.`);
untrack(() => {
exhibit_id_li = api_ids;
$events_sess.leads.submit_status__search = 'done';
@@ -189,6 +196,7 @@
}
} catch (error) {
if (current_search_id === last_search_id) {
console.error('Exhibit revalidation failed:', error);
untrack(() => {
$events_sess.leads.submit_status__search = 'error';
});

View File

@@ -125,13 +125,15 @@
if (!exhibit_id) return;
if (log_lvl) console.log(`🔎 [Trace] Lead Search #${current_search_id}: START (remote=${remote_first}, exhibit=${exhibit_id}, str=${params.str})`);
untrack(() => {
$events_sess.leads.submit_status__search = 'searching';
});
const qry_str = params.str;
// 1. Local Search
// 1. FAST PATH: Local IDB Search
if (!remote_first) {
try {
let local_results = await db_events.exhibit_tracking
@@ -148,10 +150,15 @@
const notes = (
tracking.exhibitor_notes ?? ''
).toLowerCase();
const qry_string = (
tracking.default_qry_str ?? ''
).toLowerCase();
if (
!name.includes(qry_str) &&
!email.includes(qry_str) &&
!notes.includes(qry_str)
!notes.includes(qry_str) &&
!qry_string.includes(qry_str)
)
return false;
}
@@ -189,10 +196,12 @@
const local_ids = local_results
.map((e) =>
String(e.event_exhibit_tracking_id)
String(e.id || e.event_exhibit_tracking_id)
)
.filter(Boolean);
if (current_search_id === last_search_id) {
if (log_lvl) console.log(`✅ [Trace] Lead Search #${current_search_id}: Local path found ${local_ids.length} items.`);
untrack(() => {
tracking_id_li = local_ids;
});
@@ -202,7 +211,7 @@
}
}
// 2. Remote Revalidation
// 2. REVALIDATE: API Request
try {
let order_by_li: any = {};
switch (params.sort) {
@@ -224,6 +233,7 @@
const results = await events_func.search__exhibit_tracking({
api_cfg: $ae_api,
event_id: page.params.event_id || '',
event_exhibit_id: exhibit_id,
fulltext_search_qry_str: qry_str || null,
order_by_li,
@@ -233,9 +243,12 @@
if (current_search_id === last_search_id) {
const api_ids = results
.map((e: any) =>
String(e.event_exhibit_tracking_id)
String(e.id || e.event_exhibit_tracking_id)
)
.filter(Boolean);
if (log_lvl) console.log(`📦 [Trace] Lead Search #${current_search_id}: API revalidation found ${api_ids.length} items.`);
untrack(() => {
tracking_id_li = api_ids;
$events_sess.leads.submit_status__search = 'done';
@@ -243,6 +256,7 @@
}
} catch (error) {
if (current_search_id === last_search_id) {
console.error('Lead revalidation failed:', error);
untrack(() => {
$events_sess.leads.submit_status__search = 'error';
});

View File

@@ -0,0 +1,209 @@
<script lang="ts">
/**
* src/routes/events/[event_id]/(leads)/leads/lead/[exhibit_tracking_id]/+page.svelte
* Lead Detail View - Basic Read-Only version.
*/
import { page } from '$app/state';
import { liveQuery } from 'dexie';
import { db_events } from '$lib/ae_events/db_events';
import { ae_util } from '$lib/ae_utils/ae_utils';
import {
User,
Mail,
MapPin,
Clock,
FileText,
ChevronLeft,
Store,
Briefcase,
CalendarDays,
ShieldCheck,
Star,
LoaderCircle,
ListTodo
} from 'lucide-svelte';
const exhibit_tracking_id = $derived(page.params.exhibit_tracking_id);
let lq__lead_obj = $derived(
liveQuery(async () => {
if (!exhibit_tracking_id) return null;
return await db_events.exhibit_tracking.get(exhibit_tracking_id);
})
);
// Helper to format date using Aether utility
function format_date(date: any) {
if (!date) return '';
return ae_util.iso_datetime_formatter(date, 'datetime_iso_12_no_seconds');
}
</script>
<svelte:head>
<title>Lead: {$lq__lead_obj?.event_badge_full_name ?? 'Loading...'}</title>
</svelte:head>
<section class="lead-detail-view w-full flex flex-col items-center">
<!-- Local Header -->
<header class="w-full bg-surface-100-900 border-b border-surface-500/20 px-4 py-3 sticky top-0 z-10 flex items-center justify-between gap-4 shadow-sm">
<div class="flex items-center gap-4">
<a
href={`/events/${page.params.event_id}/leads/exhibit/${$lq__lead_obj?.event_exhibit_id}`}
class="btn btn-sm variant-ghost-surface"
>
<ChevronLeft size="1.2em" />
<span class="hidden sm:inline ml-1">Back</span>
</a>
<h1 class="text-lg font-bold">Lead Profile</h1>
</div>
{#if $lq__lead_obj?.priority}
<span class="badge variant-filled-warning font-bold flex items-center gap-1">
<Star size="1em" fill="currentColor" />
Priority
</span>
{/if}
</header>
<div class="w-full max-w-5xl p-4 sm:p-6 space-y-6">
{#if !$lq__lead_obj}
<div class="flex flex-col items-center justify-center p-20 opacity-50 text-center">
<LoaderCircle size="3em" class="animate-spin mb-4 mx-auto" />
<p class="text-xl">Loading lead details...</p>
</div>
{:else}
<!-- Main Grid -->
<div class="grid grid-cols-1 lg:grid-cols-3 gap-6">
<!-- Left: Profile Info -->
<div class="lg:col-span-2 space-y-6">
<!-- Attendee Core Identity -->
<div class="card p-6 variant-soft shadow-lg border-l-4 border-primary-500">
<div class="flex flex-col sm:flex-row gap-6 items-center sm:items-start">
<div class="bg-primary-500/10 p-5 rounded-full flex-none">
<User size="3.5em" class="text-primary-500" />
</div>
<div class="text-center sm:text-left space-y-1">
<h2 class="text-3xl font-black leading-tight">
{$lq__lead_obj.event_badge_full_name || $lq__lead_obj.event_badge_full_name_override || 'Unknown Attendee'}
</h2>
<p class="text-xl opacity-70 flex items-center justify-center sm:justify-start gap-2">
<Briefcase size="0.9em" />
{$lq__lead_obj.event_badge_professional_title || $lq__lead_obj.event_badge_professional_title_override || 'Professional Title Not Set'}
</p>
<p class="text-lg font-semibold text-primary-500 flex items-center justify-center sm:justify-start gap-2">
<MapPin size="0.9em" />
{$lq__lead_obj.event_badge_affiliations || $lq__lead_obj.event_badge_affiliations_override || 'Organization Not Set'}
</p>
</div>
</div>
<div class="grid grid-cols-1 md:grid-cols-2 gap-6 mt-8 pt-8 border-t border-surface-500/10">
<div class="flex items-center gap-4">
<div class="bg-surface-200-800 p-2 rounded-lg"><Mail size="1.2em" class="opacity-70" /></div>
<div class="min-w-0">
<div class="text-[10px] uppercase font-black opacity-40 tracking-widest">Email Address</div>
<div class="font-mono truncate">{$lq__lead_obj.event_badge_email || 'N/A'}</div>
</div>
</div>
<div class="flex items-center gap-4">
<div class="bg-surface-200-800 p-2 rounded-lg"><CalendarDays size="1.2em" class="opacity-70" /></div>
<div>
<div class="text-[10px] uppercase font-black opacity-40 tracking-widest">Captured On</div>
<div>{format_date($lq__lead_obj.created_on)}</div>
</div>
</div>
</div>
</div>
<!-- Custom Responses Section -->
{#if $lq__lead_obj.responses_json}
{@const responses = typeof $lq__lead_obj.responses_json === 'string' ? JSON.parse($lq__lead_obj.responses_json) : $lq__lead_obj.responses_json}
{#if Object.keys(responses).length > 0}
<div class="card p-6 space-y-4 shadow-md">
<div class="flex items-center gap-2 border-b border-surface-500/10 pb-3">
<ListTodo size="1.2em" class="text-primary-500" />
<h3 class="text-lg font-bold uppercase tracking-wider">Custom Responses</h3>
</div>
<div class="grid grid-cols-1 sm:grid-cols-2 gap-4">
{#each Object.entries(responses) as [question, answer]}
<div class="p-3 bg-surface-500/5 rounded-lg border border-surface-500/10">
<div class="text-[10px] uppercase font-black opacity-40 tracking-widest mb-1 leading-tight">{question}</div>
<div class="font-semibold text-sm">{answer}</div>
</div>
{/each}
</div>
</div>
{/if}
{/if}
<!-- Notes Section -->
<div class="card p-6 space-y-4 shadow-md">
<div class="flex items-center gap-2 border-b border-surface-500/10 pb-3">
<FileText size="1.2em" class="text-secondary-500" />
<h3 class="text-lg font-bold uppercase tracking-wider">Exhibitor Notes</h3>
</div>
<div class="bg-surface-500/5 p-5 rounded-xl border border-surface-500/10 min-h-[120px]">
{#if $lq__lead_obj.exhibitor_notes}
<p class="whitespace-pre-wrap leading-relaxed">{$lq__lead_obj.exhibitor_notes}</p>
{:else}
<div class="h-full flex items-center justify-center italic opacity-30 text-sm">
No notes have been added for this lead yet.
</div>
{/if}
</div>
</div>
</div>
<!-- Right: Metadata & Stats -->
<div class="space-y-6">
<!-- exhibit association -->
<div class="card p-5 space-y-4 shadow-md bg-surface-100-900 border border-surface-500/10">
<div class="flex items-center gap-2 text-primary-500">
<Store size="1.2em" />
<h3 class="font-bold uppercase text-xs tracking-widest">Exhibit Context</h3>
</div>
<div class="space-y-3">
<div class="flex justify-between items-center">
<span class="text-sm opacity-60">Exhibit Name</span>
<span class="font-bold">{$lq__lead_obj.event_exhibit_name || '...'}</span>
</div>
<div class="flex justify-between items-center">
<span class="text-sm opacity-60">Captured By</span>
<span class="font-mono text-[10px]">{$lq__lead_obj.external_person_id || 'Unknown'}</span>
</div>
</div>
</div>
<!-- System Info -->
<div class="card p-5 space-y-4 shadow-inner bg-surface-500/5 text-[10px] font-mono opacity-60">
<div class="font-black uppercase tracking-[0.2em] border-b border-surface-500/10 pb-2 mb-2">System Audit</div>
<div class="flex flex-col gap-2">
<div><span class="opacity-50">LEAD ID:</span> {$lq__lead_obj.event_exhibit_tracking_id}</div>
<div><span class="opacity-50">BADGE ID:</span> {$lq__lead_obj.event_badge_id}</div>
<div><span class="opacity-50">PERSON ID:</span> {$lq__lead_obj.event_person_id}</div>
<div><span class="opacity-50">MODIFIED:</span> {format_date($lq__lead_obj.updated_on)}</div>
</div>
</div>
<!-- Status Indicator -->
<div class="card p-4 flex items-center gap-3 variant-soft shadow-sm">
<ShieldCheck size="1.5em" class={$lq__lead_obj.enable ? 'text-success-500' : 'text-error-500'} />
<div>
<div class="font-bold">{$lq__lead_obj.enable ? 'Record Enabled' : 'Record Disabled'}</div>
<div class="text-[10px] opacity-50 uppercase font-black">Visibility Status</div>
</div>
</div>
</div>
</div>
{/if}
</div>
</section>
<style lang="postcss">
.lead-detail-view {
/* Ensure we match the theme's background */
@apply bg-transparent;
}
</style>

View File

@@ -0,0 +1,25 @@
/**
* src/routes/events/[event_id]/(leads)/leads/lead/[exhibit_tracking_id]/+page.ts
* Lead Detail Page Loader.
* Responsible for loading a single exhibit tracking record and its associated badge data.
*/
import { browser } from '$app/environment';
import { events_func } from '$lib/ae_events_functions';
export async function load({ params, parent }) {
const parent_data = await parent();
const account_id = parent_data.account_id;
const ae_acct = parent_data[account_id];
const exhibit_tracking_id = params.exhibit_tracking_id;
if (browser && exhibit_tracking_id) {
// Refresh the specific Lead (Tracking) object
events_func.load_ae_obj_id__exhibit_tracking({
api_cfg: ae_acct.api,
exhibit_tracking_id: exhibit_tracking_id,
log_lvl: 0
});
}
return {};
}

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@@ -0,0 +1,11 @@
<script lang="ts">
/**
* src/routes/events/[event_id]/(leads)/leads/lead/[exhibit_tracking_id]/ae_comp__lead_detail_form.svelte
* Lead Detail Form Stub.
*/
</script>
<div class="lead-detail-form p-4 card">
<h3 class="h3">Lead Details</h3>
<p>Placeholder for qualifiers and notes.</p>
</div>