Update Duplicate Detection

kardia-app/modules/base/dups/cluster_params.qy

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+$Version=2$
+duplicate_checking_globals "system/query"
+    {
+    // Computes parameters for clustering and searching, based on the provided
+    // size of the data.
+
+    num_data "query/parameter" { type = integer; style = strnull; min = 1; }
+
+    sql = "
+	SELECT
+	    -- Compute which clustering algorithm to use (no clustering is better for small amounts of data).
+	    algorithm = condition(:parameters:num_data > 50000, 'k-means', 'none'),
+
+	    -- Compute the k value for clustering.
+	    k = constrain(convert(integer, power(log(:parameters:num_data, 36), 3.2) - 8), 2, convert(integer, NULL))
+	FROM
+	    /apps/kardia/data/Kardia_DB/_a_alphabet/rows
+	LIMIT 1
+	;
+    ";
+    }

kardia-app/modules/base/dups/dups.cluster

@@ -0,0 +1,68 @@
+$Version=2$
+cluster_dups "system/cluster"
+    {
+    // Declare parameters.
+    algorithm "cluster/parameter" { type = string; style = notnull; }
+    k "cluster/parameter" { type = integer; style = notnull; }
+    field "cluster/parameter" { type = string; style = notnull; }
+    data "cluster/parameter" { type = string; style = notnull; }
+
+    // Declare data source.
+    source = runserver('/apps/kardia/modules/base/dups/get/' + :parameters:field + '.qy');
+    key_attr = "key";
+    data_attr = runserver(:parameters:data);
+
+    // A cluster for searching with clustering.
+    kmeans "cluster/cluster"
+	{
+	algorithm = "k-means";
+	similarity_measure = "cosine";
+	num_clusters = runserver(:parameters:k);
+	min_improvement = 0.0001;
+	max_iterations = 32;
+	}
+
+    // A "cluster" for searching without clustering.
+    none "cluster/cluster"
+	{
+	algorithm = "none";
+	}
+
+    // Default duplicate search, used for names, emails, and addresses.
+    dups "cluster/search"
+	{
+	source = runserver(:parameters:algorithm);
+	similarity_measure = "cosine";
+	threshold = 0.7;
+	}
+
+    // Double Metaphone search.
+    // Double Metaphone is prone to false positives, so it uses a higher
+    // threshold to make them slightly less bad.
+    meta_dups "cluster/search"
+	{
+	source = runserver(:parameters:algorithm);
+	similarity_measure = "levenshtein";
+	threshold = 0.8;
+	}
+
+    // Phone search.
+    // Searching for duplicate phone numbers uses edit distance similarity
+    // instead of cosine to give more accurate results.
+    phone_dups "cluster/search"
+	{
+	source = runserver(:parameters:algorithm);
+	similarity_measure = "levenshtein";
+	threshold = 0.7;
+	}
+
+    // Concat search.
+    // The concatenation strategy is faster than the aggregation strategy, so
+    // we can use a slightly lower threshold to detect just a few more dups.
+    concat_dups "cluster/search"
+	{
+	source = runserver(:parameters:algorithm);
+	similarity_measure = "cosine";
+	threshold = 0.65;
+	}
+    }

kardia-app/modules/base/dups/get/addresses.qy

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+$Version=2$
+get_addresses "system/query"
+    {
+    // To get the address, we need to concatenate several fields found in the
+    // p_location table:
+    //   - p_in_care_of: For sending mail to a recipient without an address who
+    //                   will have a different person/organization receive the
+    //                   mail for them.  The address of that entity is provided.
+    //   - p_address_1, p_address_2, & p_address_3: Up to 3 lines of an address.
+    //   - p_city, p_state_province: The city and state (respectively).
+    //   - p_country_code, p_postal_code: The country and postal code (repsectively).
+    //
+    // If the p_address_1 field is null or does not exist, the 'address' is ignored.
+    // This is very common because many systems in Centrallix assume that every
+    // record has an address, so every record has an associated address, even if it
+    // is almost completely blank. 
+    sql = "
+	SELECT
+	    key = :p_partner_key,
+	    address = ''
+		+ isnull(:p_in_care_of, '')
+		+ isnull(:p_address_1, '')
+		+ isnull(:p_address_2, '')
+		+ isnull(:p_address_3, '')
+		+ isnull(:p_city, '')
+		+ isnull(:p_state_province, '')
+		+ isnull(:p_country_code, '')
+		+ isnull(:p_postal_code, '')
+	FROM
+	    identity /apps/kardia/data/Kardia_DB/p_location/rows
+	WHERE
+	    char_length(isnull(:p_address_1, '')) > 1
+	;
+    ";
+    }

kardia-app/modules/base/dups/get/concats.qy

@@ -0,0 +1,87 @@
+$Version=2$
+get_concats "system/query"
+    {
+    // All data found in the files names.qy, name_metas.qy, emails.qy,
+    // phones.qy, and addresses.qy is concatenated together here (although
+    // those files aren't read here for performance reasons), producing a
+    // single concatenated string with all the information for a person.
+    // This string is produced for every record in p_partner record in the
+    // database.  Each record can have up to one email, phone number, and
+    // address, so multiple records are produced for a given p_partner record
+    // if various combonations of this contact information are possible.
+    // 
+    // Note: Don't make the mistake of calling an attribute "name" or it might
+    // accidentally become the canonical name of that object in the object
+    // system, causing a ton of stuff to break in subtle and confusing ways.
+    sql = "
+	declare collection temp;
+
+	INSERT INTO
+	    collection temp
+	SELECT
+	    key = :p:p_partner_key,
+	    name_str = ''
+		+ isnull(:p_given_name, '')
+		+ isnull(condition(
+		        char_length(isnull(:p_given_name, '')) > 1
+		    AND char_length(isnull(:p_surname, '')) > 1
+		    AND :p_given_name != :p_preferred_name
+		    AND :p_surname != :p_preferred_name,
+		    :p_preferred_name,
+		    ''
+		), '')
+		+ isnull(:p_surname, '')
+		+ isnull(:p_org_name, ''),
+	    name_meta = ''
+		+ isnull(metaphone(:p_given_name), '')
+		+ isnull(condition(
+		        :p_given_name != :p_preferred_name
+		    AND :p_surname != :p_preferred_name,
+		    metaphone(:p_preferred_name),
+		    ''
+		), '')
+		+ isnull(metaphone(:p_surname), ''),
+	    email = isnull(:e:p_contact_data, ''),
+	    phone = ''
+	        + isnull(:ph:p_phone_country, '')
+		+ isnull(:ph:p_phone_area_city, '')
+		+ isnull(:ph:p_contact_data, ''),
+	    address = ''
+		+ isnull(:l:p_in_care_of, '')
+		+ isnull(:l:p_address_1, '')
+		+ isnull(:l:p_address_2, '')
+		+ isnull(:l:p_address_3, '')
+		+ isnull(:l:p_city, '')
+		+ isnull(:l:p_state_province, '')
+		+ isnull(:l:p_country_code, '')
+		+ isnull(:l:p_postal_code, '')
+	FROM
+	    identity /apps/kardia/data/Kardia_DB/p_partner/rows p,
+	    /apps/kardia/data/Kardia_DB/p_contact_info/rows e,
+	    /apps/kardia/data/Kardia_DB/p_contact_info/rows ph,
+	    /apps/kardia/data/Kardia_DB/p_location/rows l
+	WHERE
+	    :p:p_partner_key *= :e:p_partner_key
+	AND :p:p_partner_key *= :ph:p_partner_key
+	AND :p:p_partner_key *= :l:p_partner_key
+	AND :e:p_contact_type = 'E'
+	AND ((:ph:p_contact_type = 'P') + (:ph:p_contact_type = 'C'))
+	;
+
+	-- Nonzero numbers are used as boundary markers for the meta parts
+	-- because they do not appear in metaphones. This helps to reduce
+	-- false positives from boundary characters falsely matching.
+	SELECT
+	    key = :key,
+	    data = ''
+		+ :name_str + '`'
+		+ :name_meta + '1'
+		+ :name_meta + '1'
+		+ :name_meta + '1'
+		+ :email + '`'
+		+ :phone + '`'
+		+ :address
+	FROM
+	    collection temp
+    ";
+    }

kardia-app/modules/base/dups/get/emails.qy

@@ -0,0 +1,19 @@
+$Version=2$
+get_emails "system/query"
+    {
+    // The email field is incredibly simple to get.  We simply query for all
+    // p_contact_info records with a p_contact_type of E (for email) and read
+    // the email directly from the p_contact_data field.  If this field is null
+    // or does not exist, the 'email' is ignored.
+    sql = "
+	SELECT
+	    key = :p_partner_key,
+	    email = :p_contact_data
+	FROM
+	    identity /apps/kardia/data/Kardia_DB/p_contact_info/rows
+	WHERE
+	    :p_contact_type = 'E'
+	AND char_length(isnull(:p_contact_data, '')) > 1
+	;
+    ";
+    }

kardia-app/modules/base/dups/get/name_metas.qy

@@ -0,0 +1,32 @@
+$Version=2$
+get_name_metas "system/query"
+    {
+    // We calculate the metaphone value separately for the p_given_name,
+    // p_preferred_name, and p_surname fields.  As with names, the
+    // p_preferred_name field is ignored if it matches the given name or
+    // the surname.
+    // 
+    // Note: p_org_name is not considered because we determined that it was
+    //       unlikely for someone would have to guess the spelling of an
+    //       organization's name from how it sounded.  Also, such names tend
+    //       to be long and ill suited for the double metaphone algorithm.
+    sql = "
+	SELECT
+	    key = :p_partner_key,
+	    name_meta = ''
+		+ isnull(metaphone(:p_given_name), '')
+		+ isnull(condition(
+			:p_preferred_name != :p_given_name
+		    AND :p_preferred_name != :p_surname,
+		    metaphone(:p_preferred_name),
+		    ''
+		), '')
+		+ isnull(metaphone(:p_surname), '')
+	FROM
+	    /apps/kardia/data/Kardia_DB/p_partner/rows
+	WHERE
+	    char_length(isnull(:p_given_name, '')) > 1
+	AND char_length(isnull(:p_surname, '')) > 1
+	;
+    ";
+    }

kardia-app/modules/base/dups/get/name_strs.qy

@@ -0,0 +1,35 @@
+$Version=2$
+get_names "system/query"
+    {
+    // We concatenate four fields to produce the name: p_given_name,
+    // p_preferred_name, p_surname, and p_org_name.  p_preferred_name is
+    // ignored if it adds no new information because it matches the given
+    // name or the surname, and it is also ignored for organizations.  We
+    // detect organizations because they do not have a p_given_name or a
+    // p_surname value and only the p_org_name field is considered for them
+    // (it's long enough on it's own, anyway).  However, p_org_name is still
+    // considered for people, too.
+    // 
+    // Note: Don't make the mistake of calling an attribute "name" or it might
+    // accidentally become the canonical name of that object in the object
+    // system, causing a ton of stuff to break in subtle and confusing ways.
+    sql = "
+	SELECT
+	    key = :p_partner_key,
+	    name_str = ''
+		+ isnull(:p_given_name, '')
+		+ isnull(condition(
+		        char_length(isnull(:p_given_name, '')) > 1
+		    AND char_length(isnull(:p_surname, '')) > 1
+		    AND :p_given_name != :p_preferred_name
+		    AND :p_surname != :p_preferred_name,
+		    :p_preferred_name,
+		    ''
+		), '')
+		+ isnull(:p_surname, '')
+		+ isnull(:p_org_name, '')
+	FROM
+	    /apps/kardia/data/Kardia_DB/p_partner/rows
+	;
+    ";
+    }

kardia-app/modules/base/dups/get/phones.qy

@@ -0,0 +1,25 @@
+$Version=2$
+get_phones "system/query"
+    {
+    // The phone field can be found by querying for all p_contact_info records
+    // with a p_contact_type of P (for phone) or C (for cellphone), both of
+    // which we treat the same for the purposes of this algorithm.  Then, we
+    // read the country code / area code from the p_phone_country field, the
+    // second 3digit code from the p_phone_area_city field, and finally the
+    // last four digits form the p_contact_data field.  If this field is null
+    // or does not exist, the 'phone number' is ignored.
+    sql = "
+	SELECT
+	    key = :p_partner_key,
+	    phone = ''
+		+ isnull(:p_phone_country, '')
+		+ isnull(:p_phone_area_city, '')
+		+ isnull(:p_contact_data, '')
+	FROM
+	    identity /apps/kardia/data/Kardia_DB/p_contact_info/rows
+	WHERE
+	    ((:p_contact_type = 'P') + (:p_contact_type = 'C'))
+	AND char_length(isnull(:p_contact_data, '')) > 1
+	;
+    ";
+    }