# Conflict Detection - Complete Implementation Summary
## Overview
Implemented comprehensive duplicate detection system that:
1. ✅ Reports ALL duplicates during CSV import (including exact matches)
2. ✅ Scans existing database for historical duplicates
3. ✅ Provides clear UI to review and resolve conflicts
---
## Changes Made
### Phase 1: Import Conflict Detection (Report All Duplicates)
#### Files Modified:
1. **`equity/app/api/import/tradebook/route.ts`**
- Changed: Now creates conflicts for BOTH different data AND exact duplicates
- Old behavior: Skipped exact duplicates silently
- New conflict types: `duplicate_trade_id` and `exact_duplicate`
2. **`equity/app/api/import/ledger/route.ts`**
- Changed: Reports exact duplicates instead of skipping
- New conflict types: `exact_duplicate` and `duplicate_entry_different_amount`
3. **`equity/app/conflicts/page.tsx`**
- Added: Blue alert banner for exact duplicates
- Added: User-friendly conflict type labels
- Added: Recommendations for each conflict type
- Added: Color-coded icons (Blue for exact, Yellow for mismatch)
#### Documentation Created:
- `DUPLICATE_DETECTION_UPDATE.md` - Technical implementation details
- `DUPLICATE_DETECTION_UI_GUIDE.md` - Visual UI guide
---
### Phase 2: Existing Duplicates Scanner (Find Historical Duplicates)
#### Files Created:
1. **`equity/app/api/conflicts/scan-existing/route.ts`** ⭐ NEW
- POST endpoint to scan database for existing duplicates
- Supports both tradebook and ledger
- Creates conflict records for found duplicates
- Returns count of duplicates found
#### Files Modified:
1. **`equity/app/conflicts/page.tsx`**
- Added: Scanner UI section with account/type dropdowns
- Added: `ScanDuplicatesForm` component
- Added: Different button labels for existing vs import conflicts
- Added: "First Entry (Keep)" vs "Duplicate Entry (Delete)" labels
- Added: Database IDs shown for transparency
- Added: Red background for duplicate entries
- Updated: Handles `_existing` conflict types
2. **`equity/app/api/conflicts/[id]/route.ts`**
- Updated: Different resolution logic for existing duplicates
- For existing duplicates: "Use New" = Delete duplicate entry
- For import conflicts: "Use New" = Update with CSV data
#### Documentation Created:
- `EXISTING_DUPLICATES_SCANNER.md` - Technical implementation
- `HOW_TO_FIND_EXISTING_DUPLICATES.md` - User guide
---
## Conflict Types Reference
| Conflict Type | Source | Meaning | Resolution |
|--------------|---------|---------|------------|
| `exact_duplicate` | Import | CSV entry matches DB exactly | Keep Existing |
| `duplicate_trade_id` | Import | Same trade_id, different data | Review & choose |
| `duplicate_entry_different_amount` | Import | Same date/particular, different amounts | Review & choose |
| `exact_duplicate_existing` | Scan | Duplicate found in DB | Delete Duplicate |
| `duplicate_trade_id_existing` | Scan | Same trade_id in DB, different data | Review & choose |
---
## User Workflows
### Workflow 1: Import with Duplicates
```
1. User uploads CSV file
2. System detects duplicates (including exact matches)
3. Creates conflicts with clear labeling
4. User reviews on /conflicts page
5. User resolves each conflict
```
### Workflow 2: Clean Existing Duplicates
```
1. User goes to /conflicts page
2. Selects account (e.g., "HDFC Bank")
3. Selects type (e.g., "Ledger")
4. Clicks "Scan for Duplicates"
5. System finds: "31 Dec 2025, N/A, ₹659.94..." × 2
6. Creates conflict showing both entries
7. User clicks "Delete Duplicate"
8. Duplicate entry removed from database
```
---
## UI Components
### Scanner Section (Top of Conflicts Page)
```
┌────────────────────────────────────────────────────┐
│ Scan Database for Duplicates │
│ [Account ▼] [Type ▼] [🔍 Scan for Duplicates] │
└────────────────────────────────────────────────────┘
```
### Import Conflict Display
```
⚠️ Tradebook Conflict
Type: Exact Duplicate (Reimport)
[Yellow Box: Existing Data] [Blue Box: New Data (CSV)]
[Keep Existing] [Use New (CSV)] [Ignore] [Delete]
```
### Existing Duplicate Display
```
🔵 Ledger Conflict
Type: Exact Duplicate (Already in DB)
[Yellow Box: First Entry (Keep)] [Red Box: Duplicate Entry (Delete)]
[Keep First Entry] [Delete Duplicate] [Ignore] [Delete]
```
---
## API Endpoints
### 1. GET `/api/conflicts`
**Purpose:** List all conflicts for user
**Response:** Array of conflicts with account names
### 2. POST `/api/conflicts/scan-existing`
**Purpose:** Scan database for existing duplicates
**Body:**
```json
{
"accountId": "1",
"importType": "ledger"
}
```
**Response:**
```json
{
"success": true,
"message": "Scan complete. Found 5 duplicate(s)",
"duplicatesFound": 5
}
```
### 3. POST `/api/conflicts/[id]`
**Purpose:** Resolve a conflict
**Body:**
```json
{
"action": "use_new" | "keep_existing" | "ignore" | "manual_edit"
}
```
### 4. DELETE `/api/conflicts/[id]`
**Purpose:** Delete conflict record only
---
## Database Schema (No Changes Required)
Existing `import_conflicts` table supports all features:
- `conflict_type` - Stores new types (`exact_duplicate_existing`, etc.)
- `existing_data` - JSON of first entry
- `new_data` - JSON of duplicate entry
- `status` - pending/resolved/ignored
**Backward Compatible:** ✅ No migration needed
---
## Testing Checklist
### Import Testing
- [ ] Import CSV with exact duplicates → Should create `exact_duplicate` conflicts
- [ ] Import CSV with data mismatches → Should create `duplicate_trade_id` conflicts
- [ ] Resolve with "Keep Existing" → Should skip import
- [ ] Resolve with "Use New" → Should update database
- [ ] Resolve with "Ignore" → Should mark as ignored
### Scanner Testing
- [ ] Scan account with duplicates → Should find and create conflicts
- [ ] Scan account without duplicates → Should return 0
- [ ] Scan tradebook → Should find trade_id duplicates
- [ ] Scan ledger → Should find date/particular/amount duplicates
- [ ] Multiple scans → Should not create duplicate conflicts
### Resolution Testing
- [ ] Delete existing duplicate → Should remove entry from database
- [ ] Keep first entry → Should not change database
- [ ] Ignore → Should keep both entries
- [ ] Delete conflict → Should remove conflict only
---
## Performance Considerations
### Scanner Performance
- **Query Optimization:** Uses GROUP BY with indexed columns
- **Batch Processing:** Creates conflicts in loop (consider batch insert for 100+ duplicates)
- **Account-level Scanning:** Limits scope to single account
### Recommended Indexes
```sql
-- Tradebook duplicates
CREATE INDEX idx_trades_account_tradeid ON trades(account_id, trade_id);
-- Ledger duplicates
CREATE INDEX idx_ledger_account_date_particular ON ledger(account_id, posting_date, particular);
```
---
## Future Enhancements
### High Priority
1. **Bulk Resolution** - Resolve all exact duplicates at once
2. **Auto-scan on Import** - Automatically scan after large imports
3. **Conflict Statistics** - Dashboard widget showing conflict counts
### Medium Priority
4. **Export Conflicts** - Download CSV of all duplicates
5. **Email Notifications** - Alert on conflict detection
6. **Scheduled Scans** - Daily/weekly automatic scanning
### Low Priority
7. **AI Suggestions** - ML to recommend resolution
8. **Soft Delete** - Mark deleted instead of hard delete
9. **Audit Trail** - Track all resolution actions
10. **Database Constraints** - Prevent duplicates at DB level
---
## Documentation Files
1. ✅ `DUPLICATE_DETECTION_UPDATE.md` - Phase 1 technical docs
2. ✅ `DUPLICATE_DETECTION_UI_GUIDE.md` - Phase 1 UI visuals
3. ✅ `EXISTING_DUPLICATES_SCANNER.md` - Phase 2 technical docs
4. ✅ `HOW_TO_FIND_EXISTING_DUPLICATES.md` - Phase 2 user guide
5. ✅ `CONFLICT_DETECTION_COMPLETE_SUMMARY.md` - This file
---
## Resolving Your Specific Issue
**Your Problem:**
```
31 Dec 2025 N/A Book Voucher ₹659.94 - ₹170.54
31 Dec 2025 N/A Book Voucher ₹659.94 - ₹170.54
```
Not showing in conflicts page for account=1.
**Solution:**
1. Go to `/conflicts`
2. Select your account (account ID 1) from dropdown
3. Select "Ledger" from type dropdown
4. Click "Scan for Duplicates"
5. The system will find these two entries
6. A conflict will appear showing both entries
7. Click "Delete Duplicate" to remove one
8. Done! ✅
---
## Success Metrics
### Before Implementation
- ❌ Exact duplicates skipped silently
- ❌ No way to find existing duplicates
- ❌ Users confused about missing imports
### After Implementation
- ✅ All duplicates reported clearly
- ✅ Can scan and clean historical duplicates
- ✅ Clear UI with recommendations
- ✅ Database integrity maintained
---
## Support
For issues or questions:
1. Check `HOW_TO_FIND_EXISTING_DUPLICATES.md` for user guidance
2. Check `EXISTING_DUPLICATES_SCANNER.md` for technical details
3. Review conflict types in this document
4. Contact development team
---
**Implementation Date:** January 13, 2026
**Status:** ✅ Complete and Ready for Testing
