Captures the audit findings from a 2026-05-03 read-only NocoDB review
plus the algorithm and migration plan for porting the legacy data
into the new client / interest / contacts / addresses model.
Highlights:
- 252 NocoDB Interests rows ≈ ~190–200 unique humans (~20–25% dup
rate). Six duplicate patterns documented from real data, including
"same person, multiple yachts" — exactly the case the new
client/interest split is designed to handle.
- Reuses the battle-tested `client-portal/server/utils/duplicate-
detection.ts` algorithm (blocking + weighted rules) with additions:
metaphone for non-English surnames, compounded confidence when
multiple rules match, negative evidence for split-signal cases.
- Three runtime surfaces (at-create suggestion, interest-level
same-berth guard, background scoring + admin review queue) plus a
one-shot migration script with --dry-run / --apply / --rollback.
- Configurable thresholds via per-port system_settings so the merge
policy can be tuned (defaults to "always confirm" — never
auto-merges out of the box).
- Reversible: every merge writes a clientMergeLog row with the
loser's full pre-state JSON, enabling 7-day undo without engineering.
Implementation decomposes into three plans (P1 library / P2 runtime /
P3 migration) sequenced after the mobile branch lands.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Covers migrating ActivePieces inquiry flow into the CRM:
client confirmation emails, sales team notifications,
client addresses table, and admin configuration.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
