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GerbilManager/README.md
Gulum bddbaf59d3
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chore(import): document import workflow and apply Round 2 contact deduplications
2026-06-13 09:27:13 +02:00

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# GerbilManager
A manager application for gerbil breeding data featuring a .NET Aspire backend and a React-based frontend.
- `GerbilManagerWebAPI/` — ASP.NET Core backend (Swagger under `/swagger`)
- `gerbil-manager-web/` — React Frontend (Vite + TypeScript), see `gerbil-manager-web/README.md`
- `tools/import/` — Python import pipeline scripts and database schemas
## Requirements
To manage database migrations, install the EF Core CLI tool globally:
```bash
dotnet tool install --global dotnet-ef
```
## Running the Application
To run the full stack (PostgreSQL database, WebAPI, and Frontend Vite app) in one command:
```bash
dotnet run --project GerbilManager.AppHost
```
---
## 📥 Data Import & Normalization Pipeline
The application features a Python-based import pipeline that compiles gerbil breeding records, lineage, photos, and contact information from source files (markdown logs, Excel spreadsheets, Word documents) into a unified JSON format, and ingests them into the PostgreSQL database.
### 1. Structure of the Pipeline
* **Source Data**: Located at `C:\Users\gulum\dev\Wurfchronik_Bilder` (contains markdown files, `.xlsx` pedigree trees, and detail logs).
* **Compilation**: [merge_and_resolve.py](file:///C:/Users/gulum/dev/GerbilManager/tools/import/merge_and_resolve.py) processes the source files, extracts breeding details, resolves lineage links, maps colors/genotypes, and normalizes contact names.
* **Normalization Mapping**: `merge_and_resolve.py` contains a `norm_map` dictionary of contact name normalizations. This maps various spelling variations and abbreviations to a single canonical name.
### 2. How to Run the Import
#### Automatic Way (All-in-One)
The PowerShell script in `tools/import` boots the Aspire stack, waits for the API to become ready, and automatically triggers the ingest:
```powershell
powershell -ExecutionPolicy Bypass -File tools/import/run_app_and_import.ps1
```
#### Manual Way
1. **Recompile the import data**:
Run the compiler script from the root directory to parse raw sources and output a fresh `resolved_import.json`:
```bash
python tools/import/merge_and_resolve.py
```
2. **Ingest into the running database**:
Ensure the application is running, then send an HTTP `POST` request to the API:
```bash
Invoke-RestMethod -Uri "http://localhost:5179/import/ingest-resolved" -Method Post
```
---
## 👥 Contact Deduplication Workflow
When the database is wiped and re-imported, you can detect and resolve duplicate contacts (e.g. spelling mistakes, initials vs full names) using the deduplication checklist workflow.
### 1. Search for Duplicate Contacts
You can run duplicate checks using two different similarity parameter models:
* **Round 1 (Clever matching on first 4 characters)**:
```bash
python tools/import/find_duplicates_v5.py
```
Creates: `tools/import/output/potential_duplicates_decision.md`
* **Round 2 (Broader matching on initials, matching last names, phones, or emails)**:
```bash
python tools/import/find_duplicates_round2.py
```
Creates: `tools/import/output/potential_duplicates_decision_round2.md`
### 2. Fill out the Checklist
Open the generated markdown checklist file and edit the checkboxes:
* **Combine/Merge**: Put an `x` in the checkbox `[x]` of the name you want to choose as the **canonical name**. Leave the checkboxes empty `[ ]` for any names you want to **merge into the canonical name**.
* **Standalone**: Put an `o` in the checkbox `[o]` of any name that should remain a separate, standalone contact.
* **New Name**: Put an `x` next to `Custom name:` and type your new desired name inside the backticks.
* **Keep all separate**: Leave all checkboxes in a Choice empty `[ ]`.
*Example:*
```markdown
- [x] Max Mustermann <-- canonical name
- [ ] Max M. <-- merges into Max Mustermann
- [o] Moritz Mustermann <-- remains a separate standalone contact
```
### 3. Apply the Decisions
Once you have saved your decisions in the checklist file, run the parser:
```bash
python tools/import/parse_decisions.py
```
This automatically parses your selections, resolves the merges, and updates the `norm_map` inside `merge_and_resolve.py` so they are **permanently saved** in the codebase.
Run the compilation pipeline again to produce the final deduplicated import JSON:
```bash
python tools/import/merge_and_resolve.py
```