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

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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:
eSlider
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
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crm_dedupe_plan_test.go
+31 -2
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@@ -24,7 +24,7 @@ func TestGroupCompaniesByName(t *testing.T) {
if len(groups) != 2 {
t.Fatalf("groups: %d", len(groups))
}
key := NormalizeCompanyName("contoso")
key := CompanyGroupingKey("contoso")
if len(groups[key]) != 2 {
t.Fatalf("contoso group: %d", len(groups[key]))
}
@@ -61,11 +61,40 @@ func TestGroupContactInfoRows(t *testing.T) {
}
}
func TestGroupCompaniesBySlogan(t *testing.T) {
items := []map[string]any{
{"id": float64(1), "displayName": "Affirm", "isCompany": true},
{"id": float64(2), "displayName": "Affirm — Fraud Engineering", "isCompany": true},
}
groups := GroupCompaniesByName(items)
if len(groups) != 1 {
t.Fatalf("groups: %d", len(groups))
}
key := CompanyGroupingKey("Affirm")
if len(groups[key]) != 2 {
t.Fatalf("affirm group: %d", len(groups[key]))
}
}
func TestDedupeMembersBySloganDisplayName(t *testing.T) {
members := []map[string]any{
{"id": float64(1), "displayName": "Affirm"},
{"id": float64(2), "displayName": "Affirm — Fraud Engineering"},
}
remove := DedupeMembersByDisplayName(members)
if !reflect.DeepEqual(remove, []int64{2}) {
t.Fatalf("remove %v", remove)
}
}
func TestDealTitleKey(t *testing.T) {
if got := DealTitleKey("Dev @ Acme", false); got != NormalizeOpportunityTitle("Dev @ Acme") {
if got := DealTitleKey("Dev @ Acme", false); got != collapseKey("Dev @ Acme") {
t.Fatalf("got %q", got)
}
if got := DealTitleKey("Dev @ Acme", true); got != NormalizeOpportunityTitle("Dev") {
t.Fatalf("got %q", got)
}
if got := DealTitleKey("Dev @ Affirm — Fraud Engineering", false); got != DealTitleKey("Dev @ Affirm", false) {
t.Fatalf("slogan keys differ: %q vs %q", got, DealTitleKey("Dev @ Affirm", false))
}
}