Editing Kotahi PBI (section)

==== kotahi.mvw_activities_summary ====

'''Purpose:''' Aggregates activity details with participant information and custom field data for reporting.

'''Source Tables:'''
* <code>kotahi.activities</code> (base activity records)
* <code>kotahi.activitytypes</code> (activity categorization)
* <code>kotahi.services</code> (service associations)
* <code>kotahi.users</code> (staff information)
* <code>kotahi.clients</code> (client details)
* <code>kotahi.activityadditionalstaff</code> (multi-staff activities)
* <code>kotahi.activityadditionalclient</code> (multi-client activities)

'''Key Columns:'''
{| class="wikitable"
! Column Name !! Description !! Data Type
|-
| additionalstaffnames || Comma-separated list of non-primary staff || text
|-
| additionalclientnames || Comma-separated list of secondary clients || text
|-
| contactmethod || Phone/Email/In-person from JSON || text
|-
| contacttype || Classification from JSON (e.g., Follow-up) || text
|-
| duration_unit || Minutes/Hours from JSON || text
|}

'''Business Rules:'''
# '''Participant Aggregation:'''
#* Excludes primary activity completer from additional staff list
#* Uses '''array_agg''' with '''DISTINCT''' to prevent duplicates
# '''JSON Field Handling:'''
#* Extracts 6 key fields from <code>CustomFieldDataJson</code>:
#** client_present, contact_location, notes, etc.
# '''Activity Context:'''
#* Links to service through <code>activitytypes</code> → <code>services</code> hierarchy

'''Data Relationships:'''
<mermaid>
graph LR
    A[activities] --> B[activitytypes]
    A --> C[users]:::completedby
    A --> D[clients]:::mainclient
    A --> E[activityadditionalstaff]
    E --> F[users]:::additionalstaff
    A --> G[activityadditionalclient]
    G --> H[clients]:::additionalclient
    B --> I[services]:::service 
    
    classDef completedby fill:#e6f3ff,stroke:#0066cc;
    classDef mainclient fill:#e6ffe6,stroke:#009900;
    classDef additionalstaff fill:#fff0e6,stroke:#cc5200;
    classDef additionalclient fill:#ffe6ff,stroke:#990099;
    classDef service fill:#C0C0C0,stroke:#991199; 

</mermaid>

'''Refresh Logic:'''
* Materialized view refreshed daily via scheduled cronjob