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JNY-CRM-DQ-004An administrator unifies duplicate organizations

Markdown

JNY-CRM-DQ-004

An administrator unifies duplicate organizations

Markdown
  • DocumentDraft
  • Product intentConfirmed
  • ImplementationObserved

KindJourneyProduct areaCRMModuleDuplicate Review and Record MergingRevision1End-to-endRequired

Read atreact-console baf6dae3services-crm a8d1364f

The Formal Contract

The narrative above explains; the sections below are authoritative — the rules, scenarios and tests this document binds.

Goal
Combine company identities while preserving domains, hierarchy, employees and linked information.
Screens
/console/{tenantId}/crm/organizations/{id}/console/{tenantId}/crm/merges/plans/{planId}

Steps

#SurfaceActionCapabilityExpectedProvenance
1/console/{tenantId}/crm/organizations/{id}Launch Merge from the organization page with the duplicate.CAP-CRM-DQ-010Both organizations enter the preview.test
2createMergePlanInspect the proposed result.CAP-CRM-DQ-012The preview explains survivor ranking and the number of people affected.test
services-crm:modules/merges/tests/e2e/merges.e2e.spec.js#says how many of each record’s people the merge moves, in a sentence with no id in it
3updateMergePlanChoose the primary domain and a valid parent.CAP-CRM-DQ-017Other domains remain alternate and cycle-producing parents are unavailable.test
4executeMergePlanConfirm the reviewed organization combination.CAP-CRM-DQ-016Background execution succeeds.test
5/console/{tenantId}/crm/organizations/{id}Inspect the survivor's people.CAP-CRM-DQ-017Affiliations move, equivalent stays combine and work links use the retained details.test
6getOrganizationOpen the absorbed organization's prior link.CAP-CRM-DQ-018The response identifies its survivor.test
services-crm:modules/merges/tests/e2e/merges.e2e.spec.js#answers 410 record_merged to a read of the id the merge took away, naming the survivor

Alternate and Failure Paths

PathFrom stepConditionPath takenOutcomeProvenance
alternate2The plan moves a very large employee population.Review its duration and editing-wait warning.The administrator chooses a quiet time for execution.test
failure2The planned employee movement exceeds 100,000.Size validation blocks the plan.The records remain unchanged.unknown
failure2The caller can merge contacts but lacks organization authority.The service denies the organization plan.No merge changes occur.test
services-crm:modules/merges/tests/e2e/merges.e2e.spec.js#refuses the plan to a caller who may merge contacts but not organizations

Assertions

IdStatementProvenance
01All distinct participant domains remain on the surviving organization.test
services-crm:modules/merges/tests/e2e/merges.e2e.spec.js#keeps the organization that was chosen, with every domain the two held
02Employees affiliated to the absorbed organization become affiliated to its survivor.test
services-crm:modules/merges/tests/e2e/merges.e2e.spec.js#moves the employee of the organization that went to the one that stayed

End-to-end policy: required: Organization decisions cross hierarchy, employee links and long-running warnings that require a browser journey alongside backend checks.

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