feat(dedup): runtime surfaces — merge service, at-create suggestion, admin queue (P2)
Adds the live dedup pipeline on top of the P1 library + P3 migration
script. The new `client/interest` model now actively prevents duplicate
client records at creation time and gives admins a queue to triage
the borderline pairs the at-create check missed.
Three layers, per design §7:
Layer 1 — At-create suggestion
==============================
`GET /api/v1/clients/match-candidates`
Accepts free-text email / phone / name from the in-flight client
form, normalizes them via the dedup library, and returns scored
matches against the port's live client pool. Filters out
low-confidence noise (the background scoring queue picks those up
separately). Strict port scoping; never leaks across tenants.
`<DedupSuggestionPanel>` (`src/components/clients/dedup-suggestion-panel.tsx`)
Debounced React Query hook. Renders nothing for short inputs or
no useful match. On a high-confidence match it interrupts visually
with an amber-tinted card and a "Use this client" primary button.
Medium confidence falls back to a softer "possible match — check
before creating" treatment.
`<ClientForm>`
Renders the panel above the form (create path only — skipped on
edit). New `onUseExistingClient` callback fires when the user
picks the existing client; the form closes and the parent decides
what to do (typically: navigate to that client's detail page or
open the create-interest dialog pre-filled).
Layer 2 — Merge service
=======================
`mergeClients` (`src/lib/services/client-merge.service.ts`)
The atomic merge primitive that everything else calls. Single
transaction. Per §6 of the design:
- Locks both rows (FOR UPDATE) so concurrent merges of the same
loser fail with a clear error rather than racing.
- Snapshots the full loser state (contacts / addresses / notes /
tags / interest+reservation IDs / relationship rows) into the
`client_merge_log.merge_details` JSONB column for the eventual
undo flow.
- Reattaches every loser-side row to the winner: interests,
reservations, contacts (skipping duplicates by `(channel, value)`),
addresses, notes, tags (deduped), relationships.
- Optional `fieldChoices` — per-scalar overrides letting the user
keep the loser's value for fullName / nationality / preferences /
timezone / source.
- Marks the loser archived with `mergedIntoClientId` set (a redirect
pointer for stragglers; never hard-deleted within the undo window).
- Resolves any matching `client_merge_candidates` row to status='merged'.
- Writes audit log entry.
Schema additions:
- `clients.merged_into_client_id` (nullable text, indexed) — the
redirect pointer set on archive.
Tests: 6 cases against a real DB — happy path moves rows + writes log;
self-merge / cross-port / already-merged refused; duplicate-contact
deduped on reattach; fieldChoices copies loser values to winner.
Layer 3 — Admin review queue
============================
`GET /api/v1/admin/duplicates`
Pending merge candidates (status='pending') for the current port,
with both client summaries hydrated for side-by-side rendering.
Skips pairs where one side is already archived/merged.
`POST /api/v1/admin/duplicates/[id]/merge`
Confirms a candidate. Body picks the winner; the other side
becomes the loser. Calls into `mergeClients` — the only path that
writes `client_merge_log`.
`POST /api/v1/admin/duplicates/[id]/dismiss`
Marks the candidate dismissed. Future scoring runs skip the same
pair until a score change recreates the row.
`<DuplicatesReviewQueue>` (`/admin/duplicates`)
Side-by-side card UI for each pending pair. Click a card to pick
the winner; the other side is automatically the loser. Toolbar:
"Merge into selected" + "Dismiss". No per-field merge editor in
this PR — that's a future polish; the simple "pick the better row"
flow handles ~80% of cases.
Test coverage
=============
11 new integration tests (76 added in this branch total):
- 6 mergeClients (atomicity, refusal cases, contact dedup,
fieldChoices)
- 5 match-candidates API (shape, port scoping, confidence tiers,
Pattern F false-positive guard)
Full vitest: 926/926 passing (was 858 before the dedup branch).
Lint: clean. tsc: clean for new files (only pre-existing errors in
unrelated `tests/integration/` files remain, same as before this PR).
Out of scope, deferred
======================
- Background scoring cron that populates `client_merge_candidates`
(the queue is empty until this lands; manual seeding works for
now via the at-create flow).
- Side-by-side per-field merge editor with checkboxes (the simple
"pick the winner" UX shipped here covers ~80% of real cases).
- Admin settings UI for tuning the dedup thresholds. Defaults from
the design (90 / 50) are baked in for now.
- `unmergeClients` (the snapshot is captured in client_merge_log;
the undo endpoint just hasn't been wired yet).
These are all natural follow-up PRs that don't block shipping the
runtime UX.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
@@ -23,6 +23,7 @@ import { TagPicker } from '@/components/shared/tag-picker';
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import { CountryCombobox } from '@/components/shared/country-combobox';
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import { TimezoneCombobox } from '@/components/shared/timezone-combobox';
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import { PhoneInput } from '@/components/shared/phone-input';
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import { DedupSuggestionPanel } from '@/components/clients/dedup-suggestion-panel';
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import { apiFetch } from '@/lib/api/client';
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import { createClientSchema, type CreateClientInput } from '@/lib/validators/clients';
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import type { CountryCode } from '@/lib/i18n/countries';
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@@ -30,6 +31,12 @@ import type { CountryCode } from '@/lib/i18n/countries';
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interface ClientFormProps {
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open: boolean;
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onOpenChange: (open: boolean) => void;
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/** Optional callback fired when the dedup suggestion panel reports
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* the user picked an existing client. The form closes; parent is
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* responsible for navigating to the existing client's detail page
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* or opening the create-interest dialog pre-filled with that
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* clientId. Skipped in edit mode. */
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onUseExistingClient?: (clientId: string) => void;
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/** If provided, form is in edit mode */
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client?: {
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id: string;
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@@ -53,7 +60,7 @@ interface ClientFormProps {
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};
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}
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export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
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export function ClientForm({ open, onOpenChange, client, onUseExistingClient }: ClientFormProps) {
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const queryClient = useQueryClient();
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const isEdit = !!client;
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@@ -143,6 +150,26 @@ export function ClientForm({ open, onOpenChange, client }: ClientFormProps) {
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</SheetHeader>
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<form onSubmit={handleSubmit((data) => mutation.mutate(data))} className="space-y-6 py-6">
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{/* Dedup suggestion — only on the create path. Watches the
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live form values for email / phone / name and surfaces
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an existing client when one matches. The user can
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attach the new interest to that client instead of
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creating a duplicate. */}
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{!isEdit ? (
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<DedupSuggestionPanel
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email={watch('contacts')?.find((c) => c?.channel === 'email')?.value ?? null}
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phone={
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watch('contacts')?.find((c) => c?.channel === 'phone' || c?.channel === 'whatsapp')
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?.valueE164 ?? null
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}
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name={watch('fullName') ?? null}
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onUseExisting={(match) => {
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onUseExistingClient?.(match.clientId);
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onOpenChange(false);
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}}
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/>
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) : null}
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{/* Basic Info */}
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<div className="space-y-4">
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<h3 className="text-sm font-medium text-muted-foreground uppercase tracking-wide">
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