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>

CHANGELOG.md

@@ -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.
 

crm.go

@@ -47,7 +47,7 @@ func (c *Client) GetContact(ctx context.Context, contactID string) (map[string]a
 // FindCompany searches for a company contact with an exact (case-insensitive)
 // displayName match. Returns nil when not found.
 func (c *Client) FindCompany(ctx context.Context, name string) (map[string]any, error) {
-	needle := strings.ToLower(strings.TrimSpace(name))
+	needle := CompanyGroupingKey(name)
 	const page = 50
 	for start := 0; ; start += page {
 		items, total, err := c.ListContacts(ctx, page, start, name)
@@ -55,7 +55,10 @@ func (c *Client) FindCompany(ctx context.Context, name string) (map[string]any,
 			return nil, err
 		}
 		for _, co := range items {
-			if isCompany(co) && strings.ToLower(fmt.Sprint(co["displayName"])) == needle {
+			if !isCompany(co) {
+				continue
+			}
+			if CompanyGroupingKey(fmt.Sprint(co["displayName"])) == needle {
 				return co, nil
 			}
 		}

crm_dedupe_plan.go

@@ -38,7 +38,7 @@ func GroupCompaniesByName(items []map[string]any) map[string][]map[string]any {
 		if !isCompany(row) {
 			continue
 		}
-		key := NormalizeCompanyName(rowDisplayName(row))
+		key := CompanyGroupingKey(rowDisplayName(row))
 		if key == "" {
 			continue
 		}
@@ -65,10 +65,21 @@ func GroupPersonsByKey(items []map[string]any) map[string][]map[string]any {
 
 // DealTitleKey returns the grouping key for an opportunity title.
 func DealTitleKey(title string, ignoreCompanySuffix bool) string {
+	title = strings.TrimSpace(title)
 	if ignoreCompanySuffix {
 		return NormalizeOpportunityTitle(StripCompanySuffix(title))
 	}
-	return NormalizeOpportunityTitle(title)
+	if i := strings.LastIndex(title, " @ "); i >= 0 {
+		pos := strings.TrimSpace(title[:i])
+		co := StripSloganSuffix(strings.TrimSpace(title[i+len(" @ "):]))
+		if pos == "" && co != "" {
+			return NormalizeCompanyName(co)
+		}
+		if pos != "" && co != "" {
+			return collapseKey(pos + " @ " + co)
+		}
+	}
+	return NormalizeCompanyName(StripSloganSuffix(title))
 }
 
 // GroupOpportunitiesByTitle buckets deals by title key.

crm_dedupe_plan_test.go

@@ -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))
+	}
 }

crm_normalize.go

@@ -7,6 +7,26 @@ import (
 
 var multiSpace = regexp.MustCompile(`\s+`)
 
+// sloganSeparators split a company name from a trailing tagline/slogan.
+var sloganSeparators = []string{" — ", " – ", " - ", "—", "–"}
+
+// StripSloganSuffix returns the part before an em/en dash tagline, e.g.
+// "Affirm — Fraud Engineering" → "Affirm".
+func StripSloganSuffix(s string) string {
+	s = strings.TrimSpace(s)
+	for _, sep := range sloganSeparators {
+		if i := strings.Index(s, sep); i > 0 {
+			return strings.TrimSpace(s[:i])
+		}
+	}
+	return s
+}
+
+// CompanyGroupingKey normalizes a company name for dedupe (ignores slogans).
+func CompanyGroupingKey(s string) string {
+	return NormalizeCompanyName(StripSloganSuffix(s))
+}
+
 // NormalizeCompanyName lowercases and collapses whitespace for grouping.
 func NormalizeCompanyName(s string) string {
 	return collapseKey(s)
@@ -61,7 +81,7 @@ func ContactInfoKey(infoType, value string) string {
 
 // MemberDisplayKey normalizes a member displayName for duplicate detection.
 func MemberDisplayKey(displayName string) string {
-	return NormalizeCompanyName(displayName)
+	return CompanyGroupingKey(displayName)
 }
 
 func collapseKey(s string) string {
@@ -70,7 +90,11 @@ func collapseKey(s string) string {
 	return strings.ToLower(s)
 }
 
-// DealTitleForApplication builds the sync deal title from position and company.
+// OpportunityTitlesMatch reports whether two deal titles refer to the same role+company.
+func OpportunityTitlesMatch(a, b string) bool {
+	return DealTitleKey(a, false) == DealTitleKey(b, false)
+}
+
 func DealTitleForApplication(position, company string) string {
 	position = strings.TrimSpace(position)
 	company = strings.TrimSpace(company)

crm_normalize_test.go

@@ -42,6 +42,37 @@ func TestFixDealTitle(t *testing.T) {
 	}
 }
 
+func TestStripSloganSuffix(t *testing.T) {
+	tests := []struct {
+		in, want string
+	}{
+		{"Affirm — Fraud Engineering", "Affirm"},
+		{"Affirm - Fraud Engineering", "Affirm"},
+		{"Affirm – Fraud Engineering", "Affirm"},
+		{"Affirm", "Affirm"},
+		{"— leading", "— leading"},
+	}
+	for _, tc := range tests {
+		if got := StripSloganSuffix(tc.in); got != tc.want {
+			t.Errorf("StripSloganSuffix(%q) = %q, want %q", tc.in, got, tc.want)
+		}
+	}
+}
+
+func TestCompanyGroupingKey(t *testing.T) {
+	a := CompanyGroupingKey("Affirm")
+	b := CompanyGroupingKey("Affirm — Fraud Engineering")
+	if a != b {
+		t.Fatalf("%q != %q", a, b)
+	}
+}
+
+func TestOpportunityTitlesMatchSlogan(t *testing.T) {
+	if !OpportunityTitlesMatch("Dev @ Affirm — Fraud Engineering", "Dev @ Affirm") {
+		t.Fatal("expected match")
+	}
+}
+
 func TestStripCompanySuffix(t *testing.T) {
 	if got := StripCompanySuffix("Dev @ Acme"); got != "Dev" {
 		t.Fatalf("got %q", got)