518a450b91
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>
4.5 KiB
Aether Events — Badges
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.
Data Model & Hierarchy
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 (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
- Import: External systems populate REGULAR fields only.
- Display Logic: The UI displays the
*_overridefield if it has a value; otherwise, it falls back to the regular field. - HTML Rendering: Certain display fields (Name, Title, Affiliations, Location) support HTML markup for rich text formatting (bold, italics, line breaks) on the physical badge.
Standard Override Pairs
| 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
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."
Supported Sources
- iMIS, Novi AMS, Impexium (Associations)
- Zoom, Cvent (Registrations)
- Confex (Abstracts/Presenters)
- Custom CSV/Excel
Access Control & Permissions
| 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. |
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
- 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
Aether tracks the lifecycle of every physical badge to prevent unauthorized reprints and monitor kiosk activity.
| 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. |
Operational Note: Reprints triggered via the Edit Mode shortcut do not increment the count; only the formal "Print Badge" workflow does.
Route Map (Badges)
| 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
👉 MODULE__AE_Events_Badge_Templates.md (Technical reference for layouts) 👉 GUIDE__AE_Events_Badges_Onsite.md (Hardware & station setup) 👉 GUIDE__AE_Events_Onsite_Runbook.md (Onsite operational checklists)