{% extends "ui/templates/base/layout.html" %} {% block content %}

Merge Service Catalogue

Consolidate an older duplicate service into the service that should be used for all future work.

Back to Catalogue
The source service will be disabled. Firm selections, default tasks, firm task templates, document requirements, document templates and due-date rules are consolidated into the target. Existing client subscriptions, completed or active execution work, invoices and consultant requests remain linked to the source service to preserve historical records.
{% if request.query_params.get('error') == 'confirmation' %}
The confirmation text did not match. No records were changed.
{% elif request.query_params.get('error') or error %}
{{ error or 'The selected merge could not be prepared. No records were changed.' }}
{% endif %}
{% if preview %}

Merge direction

Source: {{ preview.source.service_code }} — {{ preview.source.service_name }}
Target: {{ preview.target.service_code }} — {{ preview.target.service_name }}

Conflict handling

Firm selections
{{ preview.conflicts.firm_selection_conflicts }}
Default task names
{{ preview.conflicts.system_default_task_name_conflicts }}
Firm task names
{{ preview.conflicts.firm_task_name_conflicts }}
Due-rule names
{{ preview.conflicts.due_rule_name_conflicts }}

Conflicting firm selections are consolidated. Tasks and due rules with matching normalised names are deduplicated; non-matching items are appended to the target.

Source dependencyCountMerge treatment
Firm selections{{ preview.counts.firm_selections }}Move or consolidate into target
System default tasks{{ preview.counts.system_default_tasks }}Move; matching task names deduplicated
Firm task templates{{ preview.counts.firm_task_templates }}Move; matching tenant/task names consolidated
Document requirements{{ preview.counts.document_requirements }}Remain with moved/consolidated task template
Document templates{{ preview.counts.document_templates }}Remain with moved/consolidated task template
Due-date rules{{ preview.counts.due_date_rules }}Move; matching rule names consolidated
Due-date extensions{{ preview.counts.due_date_extensions }}Move to target and surviving due rule
Client subscriptions{{ preview.counts.client_subscriptions_preserved }}Preserved on source for historical continuity
{% endif %}
{% endblock %}