--- id: CAP-CRM-DQ-007 title: Review duplicate groups in a shared queue feature: FEAT-CRM-DQ-02 product_area: crm module: data-quality revision: 1 status: draft product_intent: confirmed implementation_evidence: observed supersedes: - CAP-CRM-MRG-007 source_sha: services-crm: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 react-console: baf6dae382d6f41dce976c7f848667ccc37e076f intent_sources: - >- services-crm:docs/merging/experience/functional-requirements.md#DQ-2 to DQ-7 (package approved by Andrew 2026-10-13) - 'services-crm:docs/merging/experience/functional-requirements.md#REV-8' purpose: Reviewers can examine connected suggestions together and retain their place while working. outcomes: - Connected records appear together for review instead of as unrelated pairs. - Group identity remains useful through growth and recomputation. - 'The product should permit safe merge selection from the review group, explaining any size bound.' concepts: - CON-CRM-DQ-001 actors: - ACT-CRM-008 - ACT-CRM-009 surfaces: - console - api permissions: - key: crm.duplicates.read where_checked: api scope: tenant rules: - id: BR-CAP-CRM-DQ-007-01 proved_by: [ATS-CRM-DQ-007-01, ATS-CRM-DQ-007-08, ATS-CRM-DQ-007-09, ATS-CRM-DQ-007-15, TST-CRM-DQ-176] statement: >- Groups contain records connected by open pairs or by dismissed pairs of the same status, with at most ten records and a bounded indicator when further connections exist. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/unit/services/groups/group-components.spec.js#says the group it cut short is bounded, so a reader knows there may be more of it origin: 'services-crm:docs/merging/experience/functional-requirements.md#REV-8' - id: BR-CAP-CRM-DQ-007-02 proved_by: [ATS-CRM-DQ-007-02, ATS-CRM-DQ-007-08, ATS-CRM-DQ-007-10, ATS-CRM-DQ-007-11, ATS-CRM-DQ-007-12, ATS-CRM-DQ-007-15, TST-CRM-DQ-176] statement: >- A growing group retains its identity; a split assigns the old identity to the largest contribution, a join keeps the identity contributing most records and fewer than two remaining records removes the group. kind: lifecycle enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/unit/services/groups/group-components.spec.js#keeps the id for the part holding MORE of the group’s records, the other part being a new group origin: 'services-crm:docs/merging/experience/functional-requirements.md#DQ-7' - id: BR-CAP-CRM-DQ-007-03 proved_by: [ATS-CRM-DQ-007-03, ATS-CRM-DQ-007-09, ATS-CRM-DQ-007-15, TST-CRM-DQ-180] statement: >- Pair changes and affected group recomputation share a transaction, keeping group membership and counts consistent for readers. kind: invariant enforced_at: - service - database must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/integration/services/detection/duplicate-detection.integration.spec.js#grouped every pair it stored, the groups of a batch being written in the pass’s own transaction (§14) origin: none - id: BR-CAP-CRM-DQ-007-04 proved_by: [ATS-CRM-DQ-007-04, ATS-CRM-DQ-007-15, TST-CRM-DQ-180] statement: Confirmed pairs have no group because their duplicate decision is already settled. kind: policy enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/integration/services/persistence/duplicate-groups.integration.spec.js#belongs to no group: a confirmed pair is a decision, not a question the queue asks origin: none - id: BR-CAP-CRM-DQ-007-05 proved_by: [ATS-CRM-DQ-007-05, ATS-CRM-DQ-007-08, ATS-CRM-DQ-007-15, TST-CRM-DQ-176, TST-CRM-DQ-182] statement: >- Queue reads default to open groups and support dismissed status, confidence, up to ten recognized evidence codes, origin, detection dates and record filters, with strongest-score, newest-detection or size sorting; unknown evidence codes are rejected. kind: validation enforced_at: - api must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/e2e/duplicate-groups.e2e.spec.js#refuses an evidence code no pair can carry, naming it rather than answering an empty page origin: 'services-crm:docs/merging/experience/functional-requirements.md#DQ-4' - id: BR-CAP-CRM-DQ-007-06 proved_by: [ATS-CRM-DQ-007-05, ATS-CRM-DQ-007-08, ATS-CRM-DQ-007-15, TST-CRM-DQ-176, TST-CRM-DQ-182] statement: 'Group pages default to 20 and cannot exceed 50, and a cursor from a different sort order is rejected.' kind: validation enforced_at: - api must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/e2e/duplicate-groups.e2e.spec.js#refuses a cursor answered for another order, rather than paging in the wrong one origin: 'services-crm:docs/merging/experience/functional-requirements.md#DQ-5' - id: BR-CAP-CRM-DQ-007-07 proved_by: [ATS-CRM-DQ-007-06, ATS-CRM-DQ-007-08, ATS-CRM-DQ-007-15, TST-CRM-DQ-176, TST-CRM-DQ-182] statement: >- Search matches a record-name prefix, contact names in surname-first form or an exact record number; a name's internal text does not match. kind: calculation enforced_at: - service must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/e2e/duplicate-groups.e2e.spec.js#answers only the groups the records of a typed prefix are in, which is the search box origin: none - id: BR-CAP-CRM-DQ-007-08 proved_by: [] statement: >- Queue groups include record numbers, names, masked summaries, creation dates, record and pair counts, highest score and confidence and three leading reasons; details add all group pairs. kind: policy enforced_at: - service must_prove: false provenance: test source: >- services-crm:modules/duplicates/tests/integration/services/groups/duplicate-group-view.integration.spec.js#states no more reasons than a group may state, however much evidence its pairs carry origin: 'services-crm:docs/merging/experience/functional-requirements.md#DQ-3' - id: BR-CAP-CRM-DQ-007-09 proved_by: [ATS-CRM-DQ-007-07, ATS-CRM-DQ-007-15, TST-CRM-DQ-182] statement: >- Duplicate-read authority is required to list or open groups, and a group absent from the workspace returns not found. kind: permission enforced_at: - api - console must_prove: true provenance: test source: >- services-crm:modules/duplicates/tests/e2e/duplicate-groups.e2e.spec.js#refuses a caller without the duplicates read permission origin: 'services-crm:docs/merging/architecture.md#9. Security and tenant isolation' - id: BR-CAP-CRM-DQ-007-10 proved_by: [] statement: >- The page address preserves record type, filters, order, page and selected group so reloads and shared links reproduce the review location. kind: policy enforced_at: - console must_prove: false provenance: test source: 'react-console:acceptance/crm/playwright/journeys/merging/CRM-ACC-0233.spec.ts#CRM-ACC-0233' origin: 'services-crm:docs/merging/experience/functional-requirements.md#DQ-2' scenarios: - id: SC-CAP-CRM-DQ-007-01 given: A reviewer has a three-record group open. when: Dismissing a pair leaves a two-record component and an isolated record. then: The remaining group keeps the shared identity and the isolated record leaves the queue. provenance: test source: >- services-crm:modules/duplicates/tests/unit/services/groups/group-components.spec.js#is no group at all: a group holds at least two records - id: SC-CAP-CRM-DQ-007-02 given: Two reviewers open one group. when: One reviewer settles it before the other acts. then: The later response supplies the group identity the second reviewer follows. provenance: test source: 'react-console:acceptance/crm/playwright/journeys/merging/CRM-ACC-0273.spec.ts#CRM-ACC-0273' edge_cases: - id: SC-CAP-CRM-DQ-007-03 given: Eleven records are connected by suggestions. when: Rhythm builds their groups. then: 'The displayed group stops at ten, reports its bound and disables Merge with an explanation.' provenance: test source: 'react-console:acceptance/crm/playwright/journeys/merging/CRM-ACC-0275.spec.ts#CRM-ACC-0275' constraints: [] depends_on: - CAP-CRM-DQ-002 related: - CAP-CRM-DQ-008 - CAP-CRM-DQ-012 journeys: - JNY-CRM-DQ-001 open_questions: [] evidence: - repository: services-crm source_sha: a8d1364f1dd44b723bb5f9acba12f983e9ec8d69 paths: - docs/merging/architecture.md - docs/merging/experience/functional-requirements.md - modules/duplicates/db/duplicate-groups.table.ts - modules/duplicates/services/groups/group-components.ts - modules/duplicates/tests/e2e/duplicate-groups.e2e.spec.js - modules/duplicates/tests/integration/services/detection/duplicate-detection.integration.spec.js - modules/duplicates/tests/integration/services/groups/duplicate-group-view.integration.spec.js - modules/duplicates/tests/integration/services/persistence/duplicate-groups.integration.spec.js - modules/duplicates/tests/unit/services/groups/group-components.spec.js note: 'Static examination connects rule claims to implementation, declared checks and the cited tests.' - repository: react-console source_sha: baf6dae382d6f41dce976c7f848667ccc37e076f paths: - acceptance/crm/playwright/journeys/merging/CRM-ACC-0233.spec.ts - acceptance/crm/playwright/journeys/merging/CRM-ACC-0273.spec.ts - acceptance/crm/playwright/journeys/merging/CRM-ACC-0275.spec.ts note: 'Static examination connects rule claims to implementation, declared checks and the cited tests.' preconditions: [] postconditions: [] controls: [TC-AZ-001, TC-AZ-002, TC-AZ-003, TC-AZ-004, TC-AZ-006, TC-DAT-001, TC-DAT-002, TC-DAT-003, TC-LOG-004, TC-LOG-005, TC-PI-001, TC-PRV-001, TC-PRV-002, TC-TEN-001, TC-TEN-002, TC-TEN-003] exercised_by: [FAS-CRM-DQ-02-01, FAS-CRM-DQ-02-02, FAS-CRM-DQ-02-04] suites: [TST-CRM-DQ-176, TST-CRM-DQ-180, TST-CRM-DQ-182] --- # Review duplicate groups in a shared queue ## Purpose Reviewers can examine connected suggestions together and retain their place while working. ## How It Works A reviewer opens the queue for contacts or organizations. Rhythm presents connected records as groups rather than requiring separate review of each pair. Confidence and other filters narrow the work, while sorting controls which groups appear first. Search matches the beginning of a name or an exact record number. Opening a group reveals its records and all constituent pairs. Group identity survives ordinary growth and keeps the largest contribution when groups split or join. Pair changes and group recalculation commit together. A group can be bounded when the full connection exceeds the review size. The address retains the filters, page and selected group for reloading or sharing. Reading requires duplicate-read authority. ## Relationships Detection creates suggestions and review decisions reshape their groups. Group details provide an entry to merge planning when the reviewer also has merge authority.