Operator-facing tool for cleaning up duplicate projects. Common after
the metadata-backfill parser auto-creates near-duplicates from operator
name variations ("SR81" vs "SR 81", "Swank-Karns Crossing" vs
"Swank-Karns Crossings", "Trumbull-Bryman Mont.Dam" vs
"Trumbull-Brayman-Mont Dam", etc.).
Workflow: visit the duplicate project's detail page, click "Merge into…"
in the header, search for the canonical target project from a typeahead,
review the preview (what assignments / locations / sessions will move,
any conflicts), confirm. Source is soft-deleted; everything else
re-points to the target. Smart consolidation: same-named locations in
both projects merge into one (source's assignments move to target's
existing location with the same name; source's empty location is then
deleted). Different-named locations move as-is.
Backend:
- backend/services/project_merge.py (new): preview() and execute()
functions. Transaction-safe. Per-assignment UnitHistory audit row
with change_type='assignment_merged' so the deployment timeline shows
the merge. Source modules disabled; missing modules added to target.
Handles edge cases: same project_id rejected, deleted projects rejected,
orphan project-direct assignments (no location) re-pointed defensively.
- backend/routers/projects.py: new endpoints
GET /api/projects/{source_id}/merge_preview?target_id=...
POST /api/projects/{source_id}/merge_into?target_id=...
Frontend (templates/partials/projects/project_header.html):
- "Merge into…" button in Project Actions area.
- Modal with typeahead (reuses /api/admin/metadata_backfill/projects_search)
scoped to existing projects only (no create-new option). Filters out
the source project from candidates so operator can't accidentally pick
it as target.
- Preview pane shows totals + per-location plan (consolidate vs move) +
warnings (mismatched client names, location consolidation note).
- Red "Merge (permanent)" confirm button only enables after a target is
picked and preview loads.
- On success, browser redirects to target project page.
Smoke verified: "Swank-Karns Crossing" (1 assignment) merged into
"Swank-Karns Crossings"; target now has 2 locations + 2 assignments,
source has 0 dangling rows, 1 project_merge audit entry written.
Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>
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