OSIT-AE-App-Svelte/src/routes/events/[event_id]/(leads)

Aether Exhibitor Leads Module (v3)

Status: Substantially implemented. Core lead capture flow works end-to-end. PWA only — no Electron involvement. The Electron app is exclusively for the Launcher.

Spec docs:

• documentation/PROJECT__AE_Events_Exhibitor_Leads_v3.md — overview
• documentation/PROJECT__AE_Events_Exhibitor_Leads_v3_detail.md — tab-level detail

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Overview

Exhibitors sign in at their booth page, then scan or search attendee badges to capture leads. Leads are stored as event_exhibit_tracking records linked to the exhibit and the badge. All data is cached in IndexedDB (Dexie.js) for offline use, with background API revalidation (SWR).

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Route Structure

/events/[event_id]/leads/                         — Exhibit search / landing
/events/[event_id]/leads/exhibit/[exhibit_id]/    — Exhibit detail (4 tabs)
/events/[event_id]/leads/exhibit/[exhibit_id]/lead/[exhibit_tracking_id]/  — Lead detail

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Key Files

Routes

File	Role
leads/+page.svelte	Exhibit search/landing — find your booth
leads/+page.ts	Layout data load
leads/exhibit/[exhibit_id]/+page.svelte	Main exhibitor view — orchestrates all tabs
leads/exhibit/[exhibit_id]/+layout.svelte / +layout.ts	Exhibit layout / data load
leads/exhibit/[exhibit_id]/lead/[exhibit_tracking_id]/+page.svelte	Lead detail view/edit
leads/exhibit/[exhibit_id]/lead/[exhibit_tracking_id]/+page.ts	Lead data load

Components (within exhibit/[exhibit_id]/)

File	Role
ae_tab__start.svelte	Tab 1 — welcome + sign-in
ae_tab__add.svelte	Tab 2 — QR/search toggle + scan mode toggle
ae_tab__manage.svelte	Tab 4 — admin tools, booth config, app settings
ae_comp__exhibit_signin.svelte	Sign-in: shared passcode + licensed user
ae_comp__lead_qr_scanner.svelte	QR scanner (rapid vs. qualify mode)
ae_comp__lead_manual_search.svelte	Manual badge search + add
ae_comp__exhibit_tracking_search.svelte	Lead list search/filter bar
ae_comp__exhibit_tracking_obj_li.svelte	Lead list item renderer
ae_comp__exhibit_license_list.svelte	License slot manager (admin)
ae_comp__exhibit_custom_questions.svelte	Custom question config editor (admin)
ae_comp__exhibit_payment.svelte	Stripe payment component (fully implemented)
ae_comp__exhibit_search.svelte	Exhibit search input on the landing page

Lead detail components (within lead/[exhibit_tracking_id]/)

File	Role
ae_comp__lead_detail_form.svelte	Custom question response editor

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Data Model

event_exhibit

Represents one exhibitor's presence at an event. Key fields: event_exhibit_id, name, code (booth #), staff_passcode, priority (paid flag), license_max, license_li_json (array of {full_name, email, passcode}), leads_custom_questions_json (array of question defs), leads_device_sm_qty, leads_device_lg_qty.

event_exhibit_tracking

One captured lead — links an exhibit to a badge. Key fields: event_exhibit_tracking_id, event_exhibit_id, event_badge_id, external_person_id (capturer's email), exhibitor_notes (HTML), responses_json ({ [question_code]: { response: value } }), priority, enable, hide. Denormalized badge fields: event_badge_full_name, event_badge_email, event_badge_affiliations, event_badge_professional_title.

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Sign-In Model

Three auth levels in this module:

1. Aether platform auth (manager_access / trusted_access) — full admin bypass
2. Shared exhibit passcode (event_exhibit.staff_passcode) — grants booth management access
3. Licensed user (email + passcode from license_li_json) — grants lead capture access

Auth state stored in $events_loc.leads.auth_exhibit_kv[exhibit_id] (persisted to localStorage).

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QR Scan Flow

Badge QR encodes: { type: 'event_badge', id: '<id_random>' } Scanner reads this, checks for duplicate in IDB, loads badge info, then creates an event_exhibit_tracking record via events_func.create_ae_obj__exhibit_tracking.

Two scan modes (toggled per exhibit):

• Rapid — auto-resets after 2 seconds to scan the next person
• Qualify — navigates to lead detail immediately to fill in notes/responses

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Known Gaps / Not Yet Implemented

• None currently. See TODO__Agents.md for the remaining smoke test checklist.

Implemented (previously listed as gaps)

• Payment / Stripe — ae_comp__exhibit_payment.svelte is fully implemented. Three states: paid (priority=true green card), Stripe not configured (admin hint), payment form. Visibility is controlled event-wide by event.mod_exhibits_json.leads_require_payment. Set to true in event settings JSON to enable Stripe for an event; default false hides all billing UI (header CreditCard button + Manage tab "Licenses & Billing" accordion).

• allow_tracking gate — enforced in both ae_comp__lead_qr_scanner.svelte and ae_comp__lead_manual_search.svelte. Badges without allow_tracking = true are blocked.

• Show/hide hidden records — toggle in ae_comp__exhibit_tracking_search.svelte; filters local IDB search, API search (hidden param), and filtered_lead_li in +page.svelte.

• Export endpoint — download_export__event_exhibit_tracking uses V3 action endpoint /v3/action/event_exhibit/{id}/tracking_export. Gated on leads_api_access === true.

• PWA install prompt — element_pwa_install_prompt.svelte placed on the Start tab. Handles Chrome/Android native install and iOS Safari manual instructions.

• License management access for shared-passcode users — ae_tab__manage.svelte license section now visible to administrator_access OR auth_exhibit_kv[id].type === 'shared'. Also added type field to LeadsLocState.auth_exhibit_kv interface.

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Recent Changes (2026-04-03)

• Migrated Leads persisted state to Svelte‑5 PersistedState: new leads_loc store implemented at src/lib/stores/ae_events_stores__leads.svelte.ts and the store version constant AE_LEADS_LOC_VERSION added to src/lib/stores/store_versions.ts.

• Payment UI updates:

  • ae_comp__exhibit_payment.svelte now accepts a leads_require_payment prop and honors the event-level event.mod_exhibits_json.leads_require_payment flag to hide billing UI when payment is not required for the event.
  • Added a loading guard so the payment component shows a loader until the exhibit record resolves from IndexedDB (Dexie liveQuery), preventing the payment form from appearing prematurely.

• Tests: some test seeds need updating — update tests/_helpers/leads_helpers.ts to seed leads_loc defaults and the expected __version where tests rely on pre-seeded localStorage.

Lib Functions

src/lib/ae_events/ae_events__exhibit.ts — exhibit load, search, create, update src/lib/ae_events/ae_events__exhibit_tracking.ts — tracking load, search, create, update, export Both are aggregated into events_func via src/lib/ae_events/ae_events_functions.ts.