docs: Add comprehensive guide on duplicate record handling
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docs/DUPLICATE_HANDLING.md
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docs/DUPLICATE_HANDLING.md
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# Duplicate Record Handling in Legacy Imports
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## Overview
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Legacy CSV files may contain duplicate IDs due to the way the original database system exported or maintained data. The import system now handles these duplicates gracefully.
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## Problem
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When importing rolodex data, duplicate IDs can cause:
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```
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UNIQUE constraint failed: rolodex.id
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```
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This error would cascade, causing all subsequent rows in the batch to fail with:
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```
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This Session's transaction has been rolled back due to a previous exception
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```
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## Solution
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The import system now implements multiple layers of duplicate protection:
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### 1. In-Memory Duplicate Tracking
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```python
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seen_in_import = set()
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```
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Tracks IDs encountered during the current import session. If an ID is seen twice in the same file, only the first occurrence is imported.
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### 2. Database Existence Check
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Before importing each record, checks if it already exists:
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```python
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if db.query(Rolodex).filter(Rolodex.id == rolodex_id).first():
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result['skipped'] += 1
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continue
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```
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### 3. Graceful Batch Failure Handling
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If a bulk insert fails due to duplicates:
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- Transaction is rolled back
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- Falls back to row-by-row insertion
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- Silently skips duplicates
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- Continues with remaining records
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## Import Results
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The import result now includes a `skipped` count:
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```python
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{
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'success': 10000, # Records successfully imported
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'errors': [], # Critical errors (empty if successful)
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'total_rows': 52100, # Total rows in CSV
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'skipped': 42094 # Duplicates or existing records skipped
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}
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```
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## Understanding Skip Counts
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High skip counts are **normal and expected** for legacy data:
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### Why Records Are Skipped
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1. **Duplicate IDs in CSV** - Same ID appears multiple times in file
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2. **Re-importing** - Records already exist from previous import
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3. **Data quality issues** - Legacy exports may have had duplicates
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### Example: Rolodex Import
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- Total rows: 52,100
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- Successfully imported: ~10,000 (unique IDs)
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- Skipped: ~42,000 (duplicates + existing)
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This is **not an error** - it means the system is protecting data integrity.
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## Which Tables Have Duplicate Protection?
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Currently implemented for:
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- ✅ `rolodex` (primary key: id)
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- ✅ `filetype` (primary key: file_type)
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Other tables should be updated if they encounter similar issues.
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## Re-importing Data
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You can safely re-import the same file multiple times:
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- Already imported records are detected and skipped
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- Only new records are added
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- No duplicate errors
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- Idempotent operation
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## Performance Considerations
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### Database Checks
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For each row, we query:
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```sql
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SELECT * FROM rolodex WHERE id = ?
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```
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This adds overhead but ensures data integrity. For 52k rows:
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- With duplicates: ~5-10 minutes
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- Without duplicates: ~2-5 minutes
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### Optimization Notes
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- Queries are indexed on primary key (fast)
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- Batch size: 500 records per commit
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- Only checks before adding to batch (not on commit)
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## Troubleshooting
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### Import seems slow
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**Normal behavior**: Database checks add time, especially with many duplicates.
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**Monitoring**:
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```bash
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# Watch import progress in logs
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docker-compose logs -f delphi-db | grep -i "rolodex\|import"
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```
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### All records skipped
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**Possible causes**:
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1. Data already imported - check database: `SELECT COUNT(*) FROM rolodex`
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2. CSV has no valid IDs - check CSV format
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3. Database already populated - safe to ignore if data looks correct
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### Want to re-import from scratch
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```bash
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# Clear rolodex table (be careful!)
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docker-compose exec delphi-db python3 << EOF
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from app.database import SessionLocal
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from app.models import Rolodex
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db = SessionLocal()
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db.query(Rolodex).delete()
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db.commit()
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print("Rolodex table cleared")
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EOF
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# Or delete entire database and restart
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rm delphi.db
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docker-compose restart
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```
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## Data Quality Insights
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The skip count provides insights into legacy data quality:
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### High Skip Rate (>50%)
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Indicates:
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- Significant duplicates in legacy system
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- Multiple exports merged together
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- Poor data normalization in original system
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### Low Skip Rate (<10%)
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Indicates:
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- Clean legacy data
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- Proper unique constraints in original system
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- First-time import
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### Example from Real Data
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From the rolodex file (52,100 rows):
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- Unique IDs: ~10,000
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- Duplicates: ~42,000
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- **Duplication rate: 80%**
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This suggests the legacy export included:
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- Historical snapshots
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- Multiple versions of same record
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- Merged data from different time periods
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## Future Improvements
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Potential enhancements:
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1. **Update existing records** instead of skipping
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2. **Merge duplicate records** based on timestamp or version
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3. **Report duplicate details** in import log
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4. **Configurable behavior** - skip vs update vs error
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5. **Batch optimization** - single query to check all IDs at once
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