Refine Jitsi report edit-mode controls

Use Jitsi url_params.uuid for exclusion where available, preserve url_params in cached activity logs, and add the temporary staff-name fallback behind the same edit-mode toggle.

Co-authored-by: Copilot <223556219+Copilot@users.noreply.github.com>

documentation/CLIENT__IDAA_and_customized_mods.md

@@ -183,11 +183,16 @@ fetch(`${api_root_url}/customers/${uuid}`, {
 
 - **`novi_bb_base_url`**: (optional) Base URL used to build links for Bulletin Board notification emails.
 
-- **`jitsi_exclude_names`**: (optional) Array of display name strings to exclude from Jitsi Reports.
-  Used to hide known staff and test accounts from the activity report so participant counts and lists
-  reflect real member activity only. Names are matched case-insensitively against `final_participants[].displayName`.
-  Example: `["Scott I.", "Michelle V.", "Brie K."]`. The filter is applied before the "Real meetings only"
-  threshold check — a session with only excluded participants is treated as having 0 real participants.
+- **`jitsi_exclude_uuids`**: (optional) Array of Novi UUIDs to exclude from Jitsi Reports.
+  This is the canonical staff/test filter. UUIDs are matched case-insensitively against
+  `final_participants[].novi_uuid` when present. Example: `["uuid-1", "uuid-2"]`.
+
+- **`jitsi_known_meetings`**: (optional) Array of meeting names / room names to keep in the report.
+  When this list is non-empty, only matching `room_name` values are shown. Matching is
+  case-insensitive.
+
+- **Legacy fallback:** `jitsi_exclude_names` is still honored for older configs, but it should be
+  migrated to UUIDs.
 
 - **Email config values** (`noreply_email`, `noreply_name`, `admin_email`, `admin_name`): used by functions that send notification emails (BB posts, comments, recovery meetings).
 
@@ -461,7 +466,7 @@ Moderation permissions are controlled by `novi_jitsi_mod_li` in the IDAA store.
 
 An admin/staff reporting tool that aggregates raw Jitsi activity logs into human-readable meeting sessions. It is **not** a member-facing page — IDAA members do not see it.
 
-**Reminder:** this page is still incomplete. We still need the Novi UUID filter to work and we still need meeting-name whitelist filtering.
+**Reminder:** this page now filters staff by Novi UUID and can whitelist known meeting names from site config.
 
 ### View Modes
 
@@ -478,32 +483,45 @@ Both modes use the same filtered data set — switching views does not reset fil
 
 | Filter | Default | Logic |
 | --- | --- | --- |
-| **Real meetings only** | off | Show only sessions where `real_participant_count >= 2` OR `duration > 5 min`. Applied **after** staff exclusion (see below). |
-| **Min. Participants** | 0 | Minimum `real_participant_count` to display a session. |
-| **Room Name** | (empty) | Case-insensitive substring match against `room_name`. |
-| **From / To** | (empty) | Date range applied to `start_time`. "To" date includes the full end of day. |
+| **Min. Participants** | 2 | Minimum `real_participant_count` to display a session. Used as the only size filter. |
+| **Room Name** | edit mode only | Case-insensitive substring match against `room_name`. Hidden unless AE global edit mode is on. |
+| **From / To** | last 60 days / today | Date range applied to `start_time`. "To" date includes the full end of day. |
 
 A "Reset Filters" button appears whenever any filter is non-default.
 
-### Staff / Test Exclusion
+In edit mode, two extra toggles appear:
+- **Show excluded IDs** — temporarily include the UUIDs listed in `jitsi_exclude_uuids`
+- **Show all meetings** — temporarily ignore `jitsi_known_meetings`
 
-**Problem:** Staff and test accounts (Scott, Michelle, Brie) join real member meetings for setup, testing, and tech support. Their presence inflates participant counts and pollutes the participant list.
+An "Active Exclusions" panel below the filter bar shows the currently applied Novi UUID exclusions
+and known meeting-name whitelist values. Each list is collapsible so the page stays compact.
 
-**Solution:** A configurable exclusion list in `site_cfg_json`:
+### Staff / Meeting Filtering
+
+**Problem:** Staff/test accounts and one-off test rooms distort the reports.
+
+**Site config keys:**
 ```json
-{ "jitsi_exclude_names": ["Scott I.", "Michelle V.", "Brie K."] }
+{
+  "jitsi_exclude_uuids": ["uuid-1", "uuid-2"],
+  "jitsi_known_meetings": ["IDAA-BIPOC-Meeting", "IDAA-Sunday-Meeting"]
+}
 ```
 
-**How it works (client-side only, no backend change needed):**
+**How it works:**
 
-1. On load, the page reads `$ae_loc.site_cfg_json?.jitsi_exclude_names` (string array, defaults to `[]`).
-2. For every session, a `real_participants` derived list is computed by filtering `final_participants` against the exclusion list (case-insensitive display name match).
-3. `real_participant_count = real_participants.length` — this count drives all filters, stats, and the participant list column in grouped view.
-4. The raw `final_participant_count` from the API is never shown to the user once an exclusion list is configured.
+1. The page reads `$ae_loc.site_cfg_json?.jitsi_exclude_uuids` and excludes matching participants by Novi UUID.
+   The UUID comes from the Jitsi log `url_params.uuid` field. `g_uuid` is the meeting/group UUID and is not used here.
+2. If a participant record does not include a UUID in the activity log, it is left visible; UUIDs are used whenever available.
+3. `real_participant_count = real_participants.length` drives filters, exports, and the per-meeting attendee count.
+4. Room-level unique participant counts are computed from Novi UUIDs when present, with display-name fallback only for UUID-less records.
+5. If `$ae_loc.site_cfg_json?.jitsi_known_meetings` is non-empty, only meetings whose `room_name` matches one of the listed names are shown.
+6. The Room Name filter is only shown when global edit mode is enabled.
 
-**Why display-name matching (not Novi UUID):** Jitsi participant data (`meta_json.participants`) only contains `displayName` and `role` — the Novi UUID is not passed through to the activity log. UUID-based exclusion would require a Jitsi config change plus a backend schema update and is deferred. Display names for OSIT staff are stable and controlled.
+**Temporary stopgap:** the report also hides these staff display names through the same UUID-exclusion toggle until the long-term logging fix lands:
+`Scott I.`, `Brie P.`, `Michelle V.`
 
-**Still pending:** the new Jitsi Reports page still needs a real Novi UUID filter and a whitelist of meeting names so staff can narrow the report set without relying only on display names.
+**Note:** matching is case-insensitive on the stored `room_name` / meeting name.
 
 ### Summary Stats
 
@@ -514,7 +532,13 @@ Shown above the meeting list when data is loaded. Stats reflect the **filtered +
 - **Avg Duration** — mean session duration (HH:MM:SS)
 - **Total Duration** — sum of all session durations (HH:MM:SS)
 
-In grouped view, each room header also shows its own subtotals (meeting count, unique participants).
+In grouped view, each room header also shows its own subtotals (meeting count, unique participants by Novi UUID when available).
+
+### Caching / Load Behavior
+
+The page now reads cached `activity_log` rows from IndexedDB first, renders that result immediately,
+then refreshes from the API in the background. That keeps the report usable even when the network
+round-trip is slow.
 
 ### Jitsi URL Builder
 
@@ -733,4 +757,4 @@ ae_loc.idaa_loc = { novi_uuid: 'test-uuid-value', ... };
 ---
 
 **Document Status:** ✅ Current
-**Last Verified:** 2026-05-05 — added Module 5: Jitsi Reports (grouped view, real-meetings filter, staff exclusion via `jitsi_exclude_names`); fixed route tree (`jitsi_reports/` is inside `(idaa)/`)
+**Last Verified:** 2026-05-06 — added Module 5: Jitsi Reports (grouped view, UUID exclusion, known-meeting whitelist, UUID-based unique counts); fixed route tree (`jitsi_reports/` is inside `(idaa)/`)

documentation/TODO__Agents.md

@@ -185,9 +185,8 @@ suddenly jumps to 0 errors, verify it's not because a bad `.d.ts` replaced a pac
   effect without re-login.
 
 ### [IDAA] Jitsi Reports still incomplete
-- [ ] **Finish Jitsi Reports filters** — the new Jitsi Reports page still needs a working Novi UUID
-  filter and meeting-name whitelist filtering so staff can narrow the report set without relying on
-  display-name matching alone.
+- [x] **Finish Jitsi Reports filters** — added Novi UUID exclusion plus meeting-name whitelist
+  filtering, with room-level unique counts based on Novi UUID when present. (2026-05-06)
 
 ### [PWA] Service worker ignoring `chrome-extension://` requests
 Browser console shows repeated errors:

src/lib/ae_core/ae_comp__site_config_editor.svelte

@@ -51,9 +51,9 @@ let show_llm_api_token = $state(false);
 // Ensure we have a valid object
 if (!cfg_json) cfg_json = {};
 
-function add_to_list(key: string) {
+function add_to_list(key: string, prompt_label: string) {
     if (!cfg_json[key]) cfg_json[key] = [];
-    const val = prompt('Enter Novi UUID:');
+    const val = prompt(prompt_label);
     if (val) cfg_json[key].push(val);
 }
 
@@ -61,6 +61,10 @@ function remove_from_list(key: string, index: number) {
     cfg_json[key].splice(index, 1);
 }
 
+function list_count(key: string): number {
+    return Array.isArray(cfg_json[key]) ? cfg_json[key].length : 0;
+}
+
 // Sync Raw JSON string when entering the tab
 $effect(() => {
     if (active_tab === 'raw') {
@@ -365,24 +369,32 @@ $effect(() => {
 
                 <!-- UUID Lists -->
                 <section class="grid grid-cols-1 gap-4 md:grid-cols-2">
-                    {#each [{ key: 'novi_admin_li', label: 'Novi Admins', color: 'text-error-500' }, { key: 'novi_trusted_li', label: 'Novi Trusted', color: 'text-warning-500' }, { key: 'novi_jitsi_mod_li', label: 'Jitsi Moderators', color: 'text-primary-500' }, { key: 'novi_idaa_group_guid_li', label: 'Member Group GUIDs', color: 'text-secondary-500' }] as list (list.key)}
-                        <div class="bg-surface-500/5 space-y-2 rounded-lg p-3">
-                            <header class="flex items-center justify-between">
-                                <span
-                                    class="text-[10px] font-black tracking-wider uppercase {list.color}"
-                                    >{list.label}</span>
+                    {#each [{ key: 'novi_admin_li', label: 'Novi Admins', color: 'text-error-500', prompt: 'Enter Novi UUID:' }, { key: 'novi_trusted_li', label: 'Novi Trusted', color: 'text-warning-500', prompt: 'Enter Novi UUID:' }, { key: 'novi_jitsi_mod_li', label: 'Jitsi Moderators', color: 'text-primary-500', prompt: 'Enter Novi UUID:' }, { key: 'novi_idaa_group_guid_li', label: 'Member Group GUIDs', color: 'text-secondary-500', prompt: 'Enter Group GUID:' }, { key: 'jitsi_exclude_uuids', label: 'Jitsi Excluded UUIDs', color: 'text-error-500', prompt: 'Enter Novi UUID to exclude:' }, { key: 'jitsi_known_meetings', label: 'Known IDAA Meetings', color: 'text-primary-500', prompt: 'Enter meeting name to allow:' }] as list (list.key)}
+                        <details class="bg-surface-500/5 rounded-lg p-3">
+                            <summary
+                                class="flex cursor-pointer list-none items-center justify-between gap-2 [&::-webkit-details-marker]:hidden">
+                                <span class="min-w-0">
+                                    <span
+                                        class="text-[10px] font-black tracking-wider uppercase {list.color}"
+                                        >{list.label}</span>
+                                    <span class="ml-2 text-[10px] opacity-50"
+                                        >({list_count(list.key)})</span>
+                                </span>
                                 <button
                                     class="btn btn-icon btn-icon-sm variant-soft-primary"
-                                    onclick={() => add_to_list(list.key)}>
+                                    onclick={(e) => {
+                                        e.preventDefault();
+                                        e.stopPropagation();
+                                        add_to_list(list.key, list.prompt);
+                                    }}>
                                     <Plus size="12" />
                                 </button>
-                            </header>
-                            <div class="space-y-1">
-                                {#each cfg_json[list.key] ?? [] as uuid, i (uuid)}
+                            </summary>
+                            <div class="mt-3 space-y-1">
+                                {#each cfg_json[list.key] ?? [] as item, i (i)}
                                     <div
                                         class="bg-surface-500/10 flex items-center gap-1 rounded p-1 font-mono text-[10px]">
-                                        <span class="grow truncate"
-                                            >{uuid}</span>
+                                        <span class="grow truncate">{item}</span>
                                         <button
                                             class="text-error-500 transition-transform hover:scale-110"
                                             onclick={() =>
@@ -392,7 +404,7 @@ $effect(() => {
                                     </div>
                                 {/each}
                             </div>
-                        </div>
+                        </details>
                     {/each}
                 </section>
 

src/lib/ae_core/ae_core__activity_log.ts

@@ -270,6 +270,9 @@ export const properties_to_save = [
     'user_id',
     'user_id_random',
     'external_client_id',
+    'url_root',
+    'url_full_path',
+    'url_params',
     'source',
     'object_type',
     'object_id',

src/lib/ae_reports/reports_functions.ts

@@ -7,6 +7,28 @@ import {
 import { db_save_ae_obj_li__ae_obj } from '$lib/ae_core/core__idb_dexie';
 import { db_core } from '$lib/ae_core/db_core';
 
+interface MeetingEvent {
+    timestamp: string;
+    action: string;
+    details: { full_name?: string };
+}
+
+interface MeetingParticipant {
+    displayName: string;
+    role: string;
+    novi_uuid?: string;
+}
+
+interface MeetingReport {
+    meeting_id: string;
+    room_name: string;
+    start_time: string;
+    final_duration: string;
+    final_participant_count: number;
+    final_participants: MeetingParticipant[];
+    events: MeetingEvent[];
+}
+
 // MariaDB TEXT columns come back as JSON strings from the API — parse safely.
 function safe_parse_meta(raw: unknown): Record<string, unknown> {
     if (!raw) return {};
@@ -24,6 +46,49 @@ function parse_duration_seconds(d: string): number {
     return (h || 0) * 3600 + (m || 0) * 60 + (s || 0);
 }
 
+function normalize_text(value: unknown): string {
+    return typeof value === 'string' ? value.trim() : '';
+}
+
+function normalize_uuid(value: unknown): string {
+    return normalize_text(value).toLowerCase();
+}
+
+function extract_uuid_from_url_params(raw: unknown): string {
+    if (typeof raw !== 'string' || !raw.trim()) return '';
+    try {
+        const params = new URLSearchParams(raw);
+        return normalize_uuid(params.get('uuid'));
+    } catch {
+        return '';
+    }
+}
+
+function extract_participant_uuid(source: Record<string, unknown>): string {
+    const nested_user = source.user as Record<string, unknown> | undefined;
+    const nested_context = source.context as Record<string, unknown> | undefined;
+    const nested_context_user = nested_context?.user as
+        | Record<string, unknown>
+        | undefined;
+
+    const candidates = [
+        source.novi_uuid,
+        source.uuid,
+        source.novi_customer_uid,
+        nested_user?.novi_uuid,
+        nested_user?.uuid,
+        nested_context_user?.novi_uuid,
+        nested_context_user?.uuid
+    ];
+
+    for (const candidate of candidates) {
+        const uuid = normalize_uuid(candidate);
+        if (uuid) return uuid;
+    }
+
+    return '';
+}
+
 /**
  * @description Queries all Jitsi-related activity logs and processes them into a structured report,
  * grouped by meeting ID.
@@ -36,6 +101,236 @@ function parse_duration_seconds(d: string): number {
  * @param log_lvl The logging level.
  * @returns A structured array of meeting report objects.
  */
+function build_jitsi_report_from_logs(
+    flat_log_list: any[],
+    log_lvl = 0
+): MeetingReport[] {
+    // Participants come from two sources — both are needed for a complete list:
+    //   1. jitsi_meeting_participant_joined events: meta.full_name (all who ever joined)
+    //   2. jitsi_meeting_init / stats / end snapshots: meta.participants[].displayName+role
+    // Source 2 has role info; source 1 may catch participants who left before the snapshot.
+    // We merge both into a Map<displayName, participant> per meeting, keeping the
+    // stable display-name key used by the existing report while preserving Novi UUIDs
+    // when the log payload includes them.
+    //
+    // Duration: take the MAX across all init/stats/end events — periodic stats may
+    // have a higher value than the final init summary in some Jitsi configurations.
+
+    const meetings = new Map<string, MeetingReport>();
+    const participant_maps = new Map<string, Map<string, MeetingParticipant>>();
+    const max_duration_secs = new Map<string, number>();
+
+    for (const log of flat_log_list) {
+        const meeting_id = log.external_client_id;
+        if (!meeting_id) continue;
+        if (!log.name?.startsWith('jitsi_')) continue;
+
+        if (!meetings.has(meeting_id)) {
+            meetings.set(meeting_id, {
+                meeting_id,
+                room_name: 'Unknown',
+                start_time: log.created_on,
+                final_duration: '00:00:00',
+                final_participants: [],
+                final_participant_count: 0,
+                events: []
+            });
+            participant_maps.set(meeting_id, new Map());
+            max_duration_secs.set(meeting_id, 0);
+        }
+
+        const meeting_report = meetings.get(meeting_id)!;
+        const p_map = participant_maps.get(meeting_id)!;
+        const meta = safe_parse_meta(log.meta_json);
+        const log_novi_uuid = extract_uuid_from_url_params(log.url_params);
+
+        if (log.action === 'jitsi_meeting_init') {
+            // Strip "Event in room: " prefix Jitsi sometimes prepends to the description
+            meeting_report.room_name =
+                (log.description ?? '').replace(/^Event in room:\s*/i, '').trim() ||
+                'Unknown';
+            meeting_report.start_time = log.created_on;
+        }
+
+        // Parse duration from init, stats, or end — keep the maximum seen
+        if (
+            log.action === 'jitsi_meeting_init' ||
+            log.action === 'jitsi_meeting_stats' ||
+            log.action === 'jitsi_meeting_end'
+        ) {
+            const dur_str = ((meta.duration ?? meta.final_duration) as string) || '';
+            if (dur_str) {
+                const secs = parse_duration_seconds(dur_str);
+                if (secs > (max_duration_secs.get(meeting_id) ?? 0)) {
+                    max_duration_secs.set(meeting_id, secs);
+                    meeting_report.final_duration = dur_str;
+                }
+            }
+
+            // Merge snapshot participant list (has role info — preferred source)
+            const snapshot = meta.participants as
+                | Array<Record<string, unknown>>
+                | undefined;
+            if (Array.isArray(snapshot)) {
+                for (const p of snapshot) {
+                    const display_name = normalize_text(p.displayName);
+                    if (!display_name) continue;
+
+                    const role =
+                        typeof p.role === 'string' ? p.role : 'participant';
+                    const novi_uuid =
+                        extract_participant_uuid(p) ||
+                        (p.role === 'moderator'
+                            ? normalize_uuid(meta.moderator_novi_uuid)
+                            : '');
+                    const existing_participant = p_map.get(display_name);
+
+                    if (!existing_participant) {
+                        p_map.set(display_name, {
+                            displayName: display_name,
+                            role,
+                            ...(novi_uuid ? { novi_uuid } : {})
+                        });
+                        continue;
+                    }
+
+                    if (
+                        existing_participant.role !== 'moderator' &&
+                        role === 'moderator'
+                    ) {
+                        existing_participant.role = 'moderator';
+                    }
+                    if (!existing_participant.novi_uuid && novi_uuid) {
+                        existing_participant.novi_uuid = novi_uuid;
+                    }
+                }
+            }
+        }
+
+        // Collect participants from join events (may catch people who left before the snapshot)
+        if (log.action === 'jitsi_meeting_participant_joined') {
+            const display_name = normalize_text(meta.full_name);
+            if (display_name) {
+                const role =
+                    typeof meta.role === 'string' ? meta.role : 'participant';
+                const novi_uuid = log_novi_uuid || extract_participant_uuid(meta);
+                const existing_participant = p_map.get(display_name);
+
+                if (!existing_participant) {
+                    p_map.set(display_name, {
+                        displayName: display_name,
+                        role,
+                        ...(novi_uuid ? { novi_uuid } : {})
+                    });
+                } else {
+                    if (
+                        existing_participant.role !== 'moderator' &&
+                        role === 'moderator'
+                    ) {
+                        existing_participant.role = 'moderator';
+                    }
+                    if (!existing_participant.novi_uuid && novi_uuid) {
+                        existing_participant.novi_uuid = novi_uuid;
+                    }
+                }
+            }
+        }
+
+        // Discrete events for the timeline (all non-init actions)
+        if (log.action !== 'jitsi_meeting_init') {
+            meeting_report.events.push({
+                timestamp: log.created_on,
+                action: log.action,
+                details: {
+                    full_name: (meta.full_name as string) ?? undefined
+                }
+            });
+        }
+    }
+
+    // Compile final participant lists from the deduplicated maps
+    for (const [meeting_id, p_map] of participant_maps) {
+        const meeting_report = meetings.get(meeting_id);
+        if (!meeting_report) continue;
+        if (p_map.size > 0) {
+            // Sort: moderators first, then alphabetically
+            meeting_report.final_participants = Array.from(p_map.values()).sort(
+                (a: MeetingParticipant, b: MeetingParticipant) => {
+                    if (a.role === 'moderator' && b.role !== 'moderator') return -1;
+                    if (a.role !== 'moderator' && b.role === 'moderator') return 1;
+                    return a.displayName.localeCompare(b.displayName);
+                }
+            );
+            meeting_report.final_participant_count = p_map.size;
+        }
+    }
+
+    // Sort events within each meeting chronologically
+    for (const report of meetings.values()) {
+        report.events.sort(
+            (a: MeetingEvent, b: MeetingEvent) =>
+                new Date(a.timestamp).getTime() -
+                new Date(b.timestamp).getTime()
+        );
+    }
+
+    const final_report = Array.from(meetings.values());
+    final_report.sort(
+        (a, b) =>
+            new Date(b.start_time).getTime() - new Date(a.start_time).getTime()
+    );
+
+    if (log_lvl) console.log('Final Jitsi report:', final_report);
+
+    return final_report;
+}
+
+export async function load_jitsi_report_from_cache({
+    account_id,
+    limit = 500,
+    log_lvl = 0
+}: {
+    account_id: string;
+    limit?: number;
+    log_lvl?: number;
+}): Promise<MeetingReport[] | null> {
+    try {
+        const cached_logs = await db_core.activity_log
+            .where('account_id_random')
+            .equals(account_id)
+            .and(
+                (log) =>
+                    log.name === 'jitsi_meeting_event' ||
+                    log.name === 'jitsi_meeting_stats'
+            )
+            .limit(limit)
+            .toArray();
+
+        if (cached_logs.length === 0) return null;
+        if (
+            cached_logs.some(
+                (log) => typeof log.url_params !== 'string' || !log.url_params
+            )
+        ) {
+            if (log_lvl) {
+                console.log(
+                    'Jitsi report cache is missing url_params; using API refresh for accurate UUID filtering.'
+                );
+            }
+            return null;
+        }
+        if (log_lvl) {
+            console.log(
+                `Jitsi report cache hit: ${cached_logs.length} activity_log rows`
+            );
+        }
+        return build_jitsi_report_from_logs(cached_logs, log_lvl);
+    } catch (err) {
+        if (log_lvl) console.warn('Jitsi report cache read failed.', err);
+        return null;
+    }
+}
+
 export async function qry__jitsi_report({
     api_cfg,
     account_id,
@@ -112,140 +407,7 @@ export async function qry__jitsi_report({
         });
     }
 
-    // Step 2: Process the flat list into a structured report.
-    //
-    // Participants come from two sources — both are needed for a complete list:
-    //   1. jitsi_meeting_participant_joined events: meta.full_name (all who ever joined)
-    //   2. jitsi_meeting_init / stats / end snapshots: meta.participants[].displayName+role
-    // Source 2 has role info; source 1 may catch participants who left before the snapshot.
-    // We merge both into a Map<displayName, role> per meeting, deduplicating by name.
-    //
-    // Duration: take the MAX across all init/stats/end events — periodic stats may
-    // have a higher value than the final init summary in some Jitsi configurations.
-
-    const meetings = new Map<string, any>();
-    // Per-meeting participant map: displayName → role
-    const participant_maps = new Map<string, Map<string, string>>();
-    // Per-meeting max observed duration in seconds
-    const max_duration_secs = new Map<string, number>();
-
-    for (const log of flat_log_list) {
-        const meeting_id = log.external_client_id;
-        if (!meeting_id) continue;
-        if (!log.name?.startsWith('jitsi_')) continue;
-
-        if (!meetings.has(meeting_id)) {
-            meetings.set(meeting_id, {
-                meeting_id,
-                room_name: 'Unknown',
-                start_time: log.created_on,
-                final_duration: '00:00:00',
-                final_participants: [],
-                final_participant_count: 0,
-                events: []
-            });
-            participant_maps.set(meeting_id, new Map());
-            max_duration_secs.set(meeting_id, 0);
-        }
-
-        const meeting_report = meetings.get(meeting_id);
-        const p_map = participant_maps.get(meeting_id)!;
-        const meta = safe_parse_meta(log.meta_json);
-
-        if (log.action === 'jitsi_meeting_init') {
-            // Strip "Event in room: " prefix Jitsi sometimes prepends to the description
-            meeting_report.room_name =
-                (log.description ?? '').replace(/^Event in room:\s*/i, '').trim() ||
-                'Unknown';
-            meeting_report.start_time = log.created_on;
-        }
-
-        // Parse duration from init, stats, or end — keep the maximum seen
-        if (
-            log.action === 'jitsi_meeting_init' ||
-            log.action === 'jitsi_meeting_stats' ||
-            log.action === 'jitsi_meeting_end'
-        ) {
-            const dur_str = ((meta.duration ?? meta.final_duration) as string) || '';
-            if (dur_str) {
-                const secs = parse_duration_seconds(dur_str);
-                if (secs > (max_duration_secs.get(meeting_id) ?? 0)) {
-                    max_duration_secs.set(meeting_id, secs);
-                    meeting_report.final_duration = dur_str;
-                }
-            }
-
-            // Merge snapshot participant list (has role info — preferred source)
-            const snapshot = meta.participants as
-                | Array<{ displayName?: string; role?: string }>
-                | undefined;
-            if (Array.isArray(snapshot)) {
-                for (const p of snapshot) {
-                    if (!p.displayName) continue;
-                    // Only overwrite an existing entry if we're upgrading from participant → moderator
-                    const existing_role = p_map.get(p.displayName);
-                    if (!existing_role || (existing_role !== 'moderator' && p.role === 'moderator')) {
-                        p_map.set(p.displayName, p.role ?? 'participant');
-                    }
-                }
-            }
-        }
-
-        // Collect participants from join events (may catch people who left before the snapshot)
-        if (log.action === 'jitsi_meeting_participant_joined') {
-            const full_name = (meta.full_name as string) || '';
-            if (full_name && !p_map.has(full_name)) {
-                p_map.set(full_name, (meta.role as string) ?? 'participant');
-            }
-        }
-
-        // Discrete events for the timeline (all non-init actions)
-        if (log.action !== 'jitsi_meeting_init') {
-            meeting_report.events.push({
-                timestamp: log.created_on,
-                action: log.action,
-                details: {
-                    full_name: (meta.full_name as string) ?? undefined
-                }
-            });
-        }
-    }
-
-    // Compile final participant lists from the deduplicated maps
-    for (const [meeting_id, p_map] of participant_maps) {
-        const meeting_report = meetings.get(meeting_id);
-        if (!meeting_report) continue;
-        if (p_map.size > 0) {
-            // Sort: moderators first, then alphabetically
-            meeting_report.final_participants = Array.from(p_map.entries())
-                .map(([displayName, role]) => ({ displayName, role }))
-                .sort((a: any, b: any) => {
-                    if (a.role === 'moderator' && b.role !== 'moderator') return -1;
-                    if (a.role !== 'moderator' && b.role === 'moderator') return 1;
-                    return a.displayName.localeCompare(b.displayName);
-                });
-            meeting_report.final_participant_count = p_map.size;
-        }
-    }
-
-    // Sort events within each meeting chronologically
-    for (const report of meetings.values()) {
-        report.events.sort(
-            (a: any, b: any) =>
-                new Date(a.timestamp).getTime() -
-                new Date(b.timestamp).getTime()
-        );
-    }
-
-    const final_report = Array.from(meetings.values());
-    final_report.sort(
-        (a, b) =>
-            new Date(b.start_time).getTime() - new Date(a.start_time).getTime()
-    );
-
-    if (log_lvl) console.log('Final Jitsi report:', final_report);
-
-    return final_report;
+    return build_jitsi_report_from_logs(flat_log_list, log_lvl);
 }
 
 export const load_jitsi_report = qry__jitsi_report;

src/lib/types/ae_types.ts

@@ -415,6 +415,9 @@ export interface ae_ActivityLog extends ae_BaseObj {
 
     external_client_id?: string;
     source?: string;
+    url_root?: string;
+    url_full_path?: string;
+    url_params?: string;
 
     object_type?: string;
     object_id_random?: string;

src/routes/idaa/(idaa)/jitsi_reports/+page.svelte

@@ -1,7 +1,10 @@
 <script lang="ts">
 import { untrack } from 'svelte';
 import { ae_util } from '$lib/ae_utils/ae_utils';
-import { load_jitsi_report } from '$lib/ae_reports/reports_functions';
+import {
+    load_jitsi_report,
+    load_jitsi_report_from_cache
+} from '$lib/ae_reports/reports_functions';
 import { ae_api, ae_loc } from '$lib/stores/ae_stores';
 import { idaa_loc } from '$lib/stores/ae_idaa_stores';
 import JitsiUrlBuilder from './ae_idaa_comp__jitsi_url_builder.svelte';
@@ -15,6 +18,7 @@ interface MeetingEvent {
 interface MeetingParticipant {
     displayName: string;
     role: string;
+    novi_uuid?: string;
 }
 
 interface MeetingReport {
@@ -39,6 +43,45 @@ let meetings_loading = $state(true);
 let meetings_error = $state<string | null>(null);
 let meetings_load_started = $state(false);
 
+function normalize_text(value: unknown): string {
+    return typeof value === 'string' ? value.trim() : '';
+}
+
+function normalize_uuid(value: unknown): string {
+    return normalize_text(value).toLowerCase();
+}
+
+function normalize_meeting_name(value: unknown): string {
+    return normalize_text(value).toLowerCase();
+}
+
+function normalize_list(value: unknown): string[] {
+    return Array.isArray(value)
+        ? value
+              .map((item) => normalize_text(item))
+              .filter((item) => item.length > 0)
+        : [];
+}
+
+function participant_identity(p: MeetingParticipant): string {
+    const uuid = normalize_uuid(p.novi_uuid);
+    if (uuid) return `uuid:${uuid}`;
+    return `name:${normalize_meeting_name(p.displayName)}`;
+}
+
+function format_date_input_value(date: Date): string {
+    const year = date.getFullYear();
+    const month = `${date.getMonth() + 1}`.padStart(2, '0');
+    const day = `${date.getDate()}`.padStart(2, '0');
+    return `${year}-${month}-${day}`;
+}
+
+const today = new Date();
+const default_filter_date_to = format_date_input_value(today);
+const default_filter_date_from = format_date_input_value(
+    new Date(today.getFullYear(), today.getMonth(), today.getDate() - 60)
+);
+
 $effect(() => {
     if (meetings_load_started) return;
     if (!$idaa_loc.novi_verified && !$ae_loc.trusted_access) return;
@@ -52,31 +95,75 @@ $effect(() => {
     meetings_error = null;
 
     untrack(() => {
-        void load_jitsi_report({
-            api_cfg,
-            account_id,
-            log_lvl: 1
-        })
-            .then((m: MeetingReport[]) => {
-                meetings_all = m ?? [];
-                meetings_loading = false;
-            })
-            .catch((err: unknown) => {
-                meetings_error =
-                    err instanceof Error ? err.message : String(err);
-                meetings_loading = false;
+        void (async () => {
+            const cached = await load_jitsi_report_from_cache({
+                account_id,
+                log_lvl: 1
             });
+
+            if (cached && cached.length > 0) {
+                meetings_all = cached;
+                meetings_loading = false;
+                void load_jitsi_report({
+                    api_cfg,
+                    account_id,
+                    log_lvl: 1
+                })
+                    .then((m: MeetingReport[]) => {
+                        meetings_all = m ?? [];
+                    })
+                    .catch((err: unknown) => {
+                        console.warn('Jitsi report background refresh failed.', err);
+                    });
+                return;
+            }
+
+            try {
+                const fresh = await load_jitsi_report({
+                    api_cfg,
+                    account_id,
+                    log_lvl: 1
+                });
+                meetings_all = fresh ?? [];
+            } catch (err: unknown) {
+                meetings_error = err instanceof Error ? err.message : String(err);
+            } finally {
+                meetings_loading = false;
+            }
+        })();
     });
 });
 
 // --- Staff/test exclusion ---
-// Read display names to exclude from site_cfg_json.jitsi_exclude_names.
-// Matched case-insensitively against MeetingParticipant.displayName.
-let exclude_names = $derived<string[]>(
-    (($ae_loc.site_cfg_json as Record<string, unknown>)
-        ?.jitsi_exclude_names as string[] | undefined)
-        ?.map((n) => n.toLowerCase().trim()) ?? []
+// UUID-based exclusion is the canonical path; the legacy name list stays as a fallback
+// for older site config values until those are cleaned up.
+let exclude_uuids = $derived<string[]>(
+    normalize_list(
+        ($ae_loc.site_cfg_json as Record<string, unknown>)
+            ?.jitsi_exclude_uuids
+    ).map((uuid) => uuid.toLowerCase())
 );
+const temp_excluded_names = ['Scott I.', 'Brie P.', 'Michelle V.'];
+let exclude_names = $derived<string[]>(
+    normalize_list(
+        ($ae_loc.site_cfg_json as Record<string, unknown>)
+            ?.jitsi_exclude_names
+    ).map((name) => name.toLowerCase())
+);
+let known_meetings = $derived<string[]>(
+    normalize_list(
+        ($ae_loc.site_cfg_json as Record<string, unknown>)
+            ?.jitsi_known_meetings
+    ).map((name) => name.toLowerCase())
+);
+let exclude_uuid_set = $derived(new Set(exclude_uuids));
+let exclude_name_set = $derived(new Set(exclude_names));
+let temp_excluded_name_set = $derived(
+    new Set(temp_excluded_names.map((name) => name.toLowerCase()))
+);
+let known_meeting_set = $derived(new Set(known_meetings));
+let show_excluded_uuids = $state(false);
+let show_all_meetings = $state(false);
 
 // Apply exclusion to every meeting — produces the "real" participant list
 // used by all downstream filters, stats, and display.
@@ -84,15 +171,23 @@ let meetings_enriched = $derived<MeetingReportEnriched[]>(
     meetings_all.map((m) => {
         // final_participants can be null/undefined if meta_json.participants was null in the API response
         const all_participants: MeetingParticipant[] = m.final_participants ?? [];
-        const real_participants =
-            exclude_names.length > 0
-                ? all_participants.filter(
-                      (p) =>
-                          !exclude_names.includes(
-                              p.displayName.toLowerCase().trim()
-                          )
-                  )
-                : all_participants;
+        const real_participants = all_participants.filter((p) => {
+            if (show_excluded_uuids) return true;
+            const participant_uuid = normalize_uuid(p.novi_uuid);
+            if (participant_uuid && exclude_uuid_set.has(participant_uuid)) {
+                return false;
+            }
+
+            const participant_name = normalize_meeting_name(p.displayName);
+            if (
+                exclude_name_set.has(participant_name) ||
+                temp_excluded_name_set.has(participant_name)
+            ) {
+                return false;
+            }
+
+            return true;
+        });
         return {
             ...m,
             real_participants,
@@ -105,26 +200,27 @@ let meetings_enriched = $derived<MeetingReportEnriched[]>(
 let group_by_room = $state(true);
 
 // --- Filter state ---
-let filter_real_only = $state(false);
-let filter_min_participants = $state(0);
+let filter_min_participants = $state(2);
 let filter_room_name = $state('');
-let filter_date_from = $state('');
-let filter_date_to = $state('');
+let filter_date_from = $state(default_filter_date_from);
+let filter_date_to = $state(default_filter_date_to);
 
 let filters_are_modified = $derived(
-    filter_real_only ||
-        filter_min_participants !== 0 ||
-        filter_room_name !== '' ||
-        filter_date_from !== '' ||
-        filter_date_to !== ''
+    filter_min_participants !== 2 ||
+        (filter_room_name !== '' && $ae_loc.edit_mode) ||
+        show_excluded_uuids ||
+        show_all_meetings ||
+        filter_date_from !== default_filter_date_from ||
+        filter_date_to !== default_filter_date_to
 );
 
 function reset_filters() {
-    filter_real_only = false;
-    filter_min_participants = 0;
+    filter_min_participants = 2;
     filter_room_name = '';
-    filter_date_from = '';
-    filter_date_to = '';
+    show_excluded_uuids = false;
+    show_all_meetings = false;
+    filter_date_from = default_filter_date_from;
+    filter_date_to = default_filter_date_to;
 }
 
 // --- Duration helpers ---
@@ -154,16 +250,20 @@ function compute_end_time(start_time: string, duration: string): string {
 // All counts and thresholds use real_participant_count (post-exclusion).
 let meetings_filtered = $derived.by(() => {
     return meetings_enriched.filter((m) => {
-        if (filter_real_only) {
-            const dur_secs = parse_duration_seconds(m.final_duration);
-            if (m.real_participant_count < 2 && dur_secs <= 300) return false;
+        if (!show_all_meetings && known_meeting_set.size > 0) {
+            if (!known_meeting_set.has(normalize_meeting_name(m.room_name))) {
+                return false;
+            }
         }
         if (m.real_participant_count < filter_min_participants) return false;
-        if (
-            filter_room_name &&
-            !m.room_name?.toLowerCase().includes(filter_room_name.toLowerCase())
-        )
-            return false;
+        if ($ae_loc.edit_mode && filter_room_name) {
+            if (
+                !m.room_name
+                    ?.toLowerCase()
+                    .includes(filter_room_name.toLowerCase())
+            )
+                return false;
+        }
         if (filter_date_from) {
             if (Date.parse(m.start_time) < Date.parse(filter_date_from))
                 return false;
@@ -230,7 +330,7 @@ function room_stats(sessions: MeetingReportEnriched[]) {
         0
     );
     const unique_names = new Set(
-        sessions.flatMap((m) => m.real_participants.map((p) => p.displayName))
+        sessions.flatMap((m) => m.real_participants.map((p) => participant_identity(p)))
     );
     return {
         meeting_count: sessions.length,
@@ -371,8 +471,8 @@ function export_json() {
         </div>
     </div>
 
-    <!-- Jitsi URL Builder — trusted_access only -->
-    {#if $ae_loc.trusted_access}
+    <!-- Jitsi URL Builder — edit mode only -->
+    {#if $ae_loc.edit_mode && $ae_loc.trusted_access}
         <div
             class="bg-surface-100-900 border-surface-200-800 overflow-hidden rounded-xl border">
             <button
@@ -400,16 +500,25 @@ function export_json() {
     <!-- Filter bar -->
     <div
         class="bg-surface-100-900 border-surface-200-800 flex flex-row flex-wrap items-end gap-3 rounded-xl border p-3">
-        <!-- Real meetings only toggle -->
-        <label class="flex cursor-pointer items-center gap-2 self-end pb-1.5">
-            <input
-                type="checkbox"
-                bind:checked={filter_real_only}
-                class="checkbox checkbox-sm" />
-            <span class="text-sm font-medium whitespace-nowrap"
-                >Real meetings only</span>
-        </label>
-        <div class="bg-surface-200-800 hidden h-8 w-px self-end sm:block"></div>
+        {#if $ae_loc.edit_mode}
+            <label class="flex cursor-pointer items-center gap-2 self-end pb-1.5">
+                <input
+                    type="checkbox"
+                    bind:checked={show_excluded_uuids}
+                    class="checkbox checkbox-sm" />
+                <span class="text-sm font-medium whitespace-nowrap"
+                    >Show excluded IDs</span>
+            </label>
+            <label class="flex cursor-pointer items-center gap-2 self-end pb-1.5">
+                <input
+                    type="checkbox"
+                    bind:checked={show_all_meetings}
+                    class="checkbox checkbox-sm" />
+                <span class="text-sm font-medium whitespace-nowrap"
+                    >Show all meetings</span>
+            </label>
+            <div class="bg-surface-200-800 hidden h-8 w-px self-end sm:block"></div>
+        {/if}
         <div>
             <label
                 for="filter_min_p"
@@ -423,19 +532,21 @@ function export_json() {
                 bind:value={filter_min_participants}
                 class="border-surface-200-800 bg-surface-50-950 w-20 rounded border px-2 py-1" />
         </div>
-        <div>
-            <label
-                for="filter_room"
-                class="mb-1 block text-xs tracking-wide uppercase opacity-40">
-                Room Name
-            </label>
-            <input
-                type="text"
-                id="filter_room"
-                placeholder="Search rooms..."
-                bind:value={filter_room_name}
-                class="border-surface-200-800 bg-surface-50-950 rounded border px-2 py-1" />
-        </div>
+        {#if $ae_loc.edit_mode}
+            <div>
+                <label
+                    for="filter_room"
+                    class="mb-1 block text-xs tracking-wide uppercase opacity-40">
+                    Room Name
+                </label>
+                <input
+                    type="text"
+                    id="filter_room"
+                    placeholder="Search rooms..."
+                    bind:value={filter_room_name}
+                    class="border-surface-200-800 bg-surface-50-950 rounded border px-2 py-1" />
+            </div>
+        {/if}
         <div>
             <label
                 for="filter_date_from"
@@ -472,6 +583,40 @@ function export_json() {
         {/if}
     </div>
 
+    {#if $ae_loc.edit_mode && (exclude_uuids.length > 0 || known_meetings.length > 0)}
+        <div class="bg-surface-100-900 border-surface-200-800 rounded-xl border p-3">
+            <div class="mb-2 text-xs tracking-wide uppercase opacity-50">
+                Active Exclusions
+            </div>
+            <div class="grid grid-cols-1 gap-2 md:grid-cols-2">
+                <details class="bg-surface-50-950 rounded-lg border border-dashed border-opacity-30 p-2">
+                    <summary class="cursor-pointer list-none font-semibold">
+                        Excluded Novi UUIDs ({exclude_uuids.length})
+                    </summary>
+                    <div class="mt-2 space-y-1 text-xs font-mono">
+                        {#each exclude_uuids as uuid (uuid)}
+                            <div class="bg-surface-200-800 rounded px-2 py-1">
+                                {uuid}
+                            </div>
+                        {/each}
+                    </div>
+                </details>
+                <details class="bg-surface-50-950 rounded-lg border border-dashed border-opacity-30 p-2">
+                    <summary class="cursor-pointer list-none font-semibold">
+                        Known Meeting Names ({known_meetings.length})
+                    </summary>
+                    <div class="mt-2 space-y-1 text-xs font-mono">
+                        {#each known_meetings as meeting_name (meeting_name)}
+                            <div class="bg-surface-200-800 rounded px-2 py-1">
+                                {meeting_name}
+                            </div>
+                        {/each}
+                    </div>
+                </details>
+            </div>
+        </div>
+    {/if}
+
     {#if meetings_loading}
         <!-- Loading skeleton -->
         <div
@@ -564,7 +709,7 @@ function export_json() {
                                                 ? 'session'
                                                 : 'sessions'}
                                         </span>
-                                        <span>
+                                        <span title="Unique participants (by Novi UUID when available)">
                                             <span
                                                 class="fas fa-users mr-1"
                                                 aria-hidden="true"></span>