feat(crm): merge company slogan variants in dedupe grouping

Treat names like "Affirm" and "Affirm — Fraud Engineering" as the same
company for dedupe, deal matching, members, and applications sync lookup.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
2026-06-24 12:40:27 +01:00
co-authored by Cursor
parent b79c097874
commit a59b4fb296
6 changed files with 108 additions and 8 deletions
+2
View File
@@ -15,6 +15,8 @@ adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
`MergeContacts`, `UpdateOpportunityTitle`, `ListAllContacts`,
`ListAllOpportunities`, `DeleteContactInfo`, `RemoveOpportunityMember`,
`IsOpportunityMember`, `HasContactInfo`, `CleanupCRM`.
- Slogan-aware grouping: `StripSloganSuffix`, `CompanyGroupingKey` merge names
like `Affirm` and `Affirm — Fraud Engineering` (companies, deals, members).
- [`crm_integration_test.go`](crm_integration_test.go) — live merge, rename,
dedupe smoke tests.