Partner Merge

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Several reasons for merging partners:

  • sometimes an identical partner is created twice in the system.
  • people get married, and 2 partners become one partner of class FAMILY

Issues with 2.x solution:

  • Data was changed in the whole database, eg. donor keys of gifts etc
  • Undo when merging by mistake is very difficult, could only be done manually
  • difficult to do an audit on the data

Proposal:

  • add a database field to the partner table to make the merged partner point to the main partner
  • hide the merged partner in the find screens, and only show the main partner
  • make reports aware of merged partners
  • undo is much easier

Another thought about the proposal:

  • for more complex situations, we would need a new table, p_merged_partner, with primary key consisting of partner key and duplicate partner key.
  • other proposal:
    • save original partner in blob for unmerge?
    • store update sql statements for reverse? dangerous?