Add controlled service catalogue merge workflow

app/modules/services/catalogue_merge.py

@@ -0,0 +1,316 @@
+from __future__ import annotations
+
+import re
+from dataclasses import dataclass
+from datetime import datetime, timezone
+
+from sqlalchemy import func, select
+from sqlalchemy.orm import Session
+
+from app.modules.services.models import (
+    ClientServiceSubscription,
+    FirmServiceSelection,
+    FirmServiceTaskTemplate,
+    FirmTaskDocumentRequirement,
+    FirmTaskDocumentTemplate,
+    ServiceCatalogue,
+    ServiceDefaultTaskTemplate,
+    ServiceDueDateExtension,
+    ServiceDueDateRule,
+)
+
+
+@dataclass(frozen=True)
+class MergePreview:
+    source: ServiceCatalogue
+    target: ServiceCatalogue
+    counts: dict[str, int]
+    conflicts: dict[str, int]
+
+
+def _normalise(value: str | None) -> str:
+    return re.sub(r"[^a-z0-9]+", "", (value or "").strip().lower())
+
+
+def _count(db: Session, model, condition) -> int:
+    return int(db.scalar(select(func.count(model.id)).where(condition)) or 0)
+
+
+def build_merge_preview(db: Session, *, source_id: int, target_id: int) -> MergePreview:
+    if source_id == target_id:
+        raise ValueError("Source and target services must be different.")
+
+    source = db.get(ServiceCatalogue, source_id)
+    target = db.get(ServiceCatalogue, target_id)
+    if not source or not target:
+        raise ValueError("The selected source or target service no longer exists.")
+
+    counts = {
+        "firm_selections": _count(db, FirmServiceSelection, FirmServiceSelection.service_catalogue_id == source_id),
+        "system_default_tasks": _count(db, ServiceDefaultTaskTemplate, ServiceDefaultTaskTemplate.service_catalogue_id == source_id),
+        "firm_task_templates": _count(db, FirmServiceTaskTemplate, FirmServiceTaskTemplate.service_catalogue_id == source_id),
+        "document_requirements": _count(db, FirmTaskDocumentRequirement, FirmTaskDocumentRequirement.service_catalogue_id == source_id),
+        "document_templates": _count(db, FirmTaskDocumentTemplate, FirmTaskDocumentTemplate.service_catalogue_id == source_id),
+        "due_date_rules": _count(db, ServiceDueDateRule, ServiceDueDateRule.service_catalogue_id == source_id),
+        "due_date_extensions": _count(db, ServiceDueDateExtension, ServiceDueDateExtension.service_catalogue_id == source_id),
+        "client_subscriptions_preserved": _count(db, ClientServiceSubscription, ClientServiceSubscription.service_catalogue_id == source_id),
+    }
+
+    source_tenants = set(db.scalars(select(FirmServiceSelection.tenant_id).where(FirmServiceSelection.service_catalogue_id == source_id)).all())
+    target_tenants = set(db.scalars(select(FirmServiceSelection.tenant_id).where(FirmServiceSelection.service_catalogue_id == target_id)).all())
+
+    source_default_names = {
+        _normalise(name)
+        for name in db.scalars(select(ServiceDefaultTaskTemplate.task_name).where(ServiceDefaultTaskTemplate.service_catalogue_id == source_id)).all()
+    }
+    target_default_names = {
+        _normalise(name)
+        for name in db.scalars(select(ServiceDefaultTaskTemplate.task_name).where(ServiceDefaultTaskTemplate.service_catalogue_id == target_id)).all()
+    }
+
+    source_rules = {
+        _normalise(name)
+        for name in db.scalars(select(ServiceDueDateRule.rule_name).where(ServiceDueDateRule.service_catalogue_id == source_id)).all()
+    }
+    target_rules = {
+        _normalise(name)
+        for name in db.scalars(select(ServiceDueDateRule.rule_name).where(ServiceDueDateRule.service_catalogue_id == target_id)).all()
+    }
+
+    firm_task_conflicts = 0
+    source_firm_tasks = db.scalars(select(FirmServiceTaskTemplate).where(FirmServiceTaskTemplate.service_catalogue_id == source_id)).all()
+    target_firm_tasks = db.scalars(select(FirmServiceTaskTemplate).where(FirmServiceTaskTemplate.service_catalogue_id == target_id)).all()
+    target_task_keys = {(row.tenant_id, _normalise(row.task_name)) for row in target_firm_tasks}
+    for row in source_firm_tasks:
+        if (row.tenant_id, _normalise(row.task_name)) in target_task_keys:
+            firm_task_conflicts += 1
+
+    conflicts = {
+        "firm_selection_conflicts": len(source_tenants & target_tenants),
+        "system_default_task_name_conflicts": len(source_default_names & target_default_names),
+        "firm_task_name_conflicts": firm_task_conflicts,
+        "due_rule_name_conflicts": len(source_rules & target_rules),
+    }
+    return MergePreview(source=source, target=target, counts=counts, conflicts=conflicts)
+
+
+def _merge_firm_selections(db: Session, *, source_id: int, target_id: int, actor_user_id: int) -> int:
+    """Create/consolidate target selections while retaining source selections for history."""
+    processed = 0
+    source_rows = db.scalars(
+        select(FirmServiceSelection)
+        .where(FirmServiceSelection.service_catalogue_id == source_id)
+        .order_by(FirmServiceSelection.id.asc())
+    ).all()
+
+    for source_row in source_rows:
+        target_row = db.scalar(
+            select(FirmServiceSelection).where(
+                FirmServiceSelection.tenant_id == source_row.tenant_id,
+                FirmServiceSelection.service_catalogue_id == target_id,
+            )
+        )
+        if target_row:
+            target_row.is_enabled = bool(target_row.is_enabled or source_row.is_enabled)
+            if target_row.default_branch_id is None and source_row.default_branch_id is not None:
+                target_row.default_branch_id = source_row.default_branch_id
+            target_row.updated_by_user_id = actor_user_id
+            target_row.updated_at_utc = datetime.now(timezone.utc)
+        else:
+            db.add(
+                FirmServiceSelection(
+                    tenant_id=source_row.tenant_id,
+                    service_catalogue_id=target_id,
+                    is_enabled=bool(source_row.is_enabled),
+                    default_branch_id=source_row.default_branch_id,
+                    activated_by_user_id=source_row.activated_by_user_id or actor_user_id,
+                    updated_by_user_id=actor_user_id,
+                )
+            )
+        source_row.is_enabled = False
+        source_row.updated_by_user_id = actor_user_id
+        source_row.updated_at_utc = datetime.now(timezone.utc)
+        processed += 1
+    db.flush()
+    return processed
+
+
+def _merge_default_tasks(db: Session, *, source_id: int, target_id: int) -> tuple[int, int]:
+    target_rows = db.scalars(
+        select(ServiceDefaultTaskTemplate)
+        .where(ServiceDefaultTaskTemplate.service_catalogue_id == target_id)
+        .order_by(ServiceDefaultTaskTemplate.sequence_no.asc(), ServiceDefaultTaskTemplate.id.asc())
+    ).all()
+    target_by_name = {_normalise(row.task_name): row for row in target_rows}
+    next_sequence = max((row.sequence_no for row in target_rows), default=0) + 1
+
+    moved = 0
+    skipped = 0
+    source_rows = db.scalars(
+        select(ServiceDefaultTaskTemplate)
+        .where(ServiceDefaultTaskTemplate.service_catalogue_id == source_id)
+        .order_by(ServiceDefaultTaskTemplate.sequence_no.asc(), ServiceDefaultTaskTemplate.id.asc())
+    ).all()
+    for row in source_rows:
+        key = _normalise(row.task_name)
+        if key and key in target_by_name:
+            skipped += 1
+            db.delete(row)
+            continue
+        row.service_catalogue_id = target_id
+        row.sequence_no = next_sequence
+        next_sequence += 1
+        target_by_name[key] = row
+        moved += 1
+    db.flush()
+    return moved, skipped
+
+
+def _merge_document_requirements(db: Session, *, source_template: FirmServiceTaskTemplate, target_template: FirmServiceTaskTemplate, target_id: int) -> None:
+    target_names = {
+        _normalise(row.document_name)
+        for row in db.scalars(
+            select(FirmTaskDocumentRequirement).where(FirmTaskDocumentRequirement.firm_task_template_id == target_template.id)
+        ).all()
+    }
+    for row in db.scalars(
+        select(FirmTaskDocumentRequirement).where(FirmTaskDocumentRequirement.firm_task_template_id == source_template.id)
+    ).all():
+        key = _normalise(row.document_name)
+        if key and key in target_names:
+            db.delete(row)
+            continue
+        row.firm_task_template_id = target_template.id
+        row.service_catalogue_id = target_id
+        target_names.add(key)
+
+    for row in db.scalars(
+        select(FirmTaskDocumentTemplate).where(FirmTaskDocumentTemplate.firm_task_template_id == source_template.id)
+    ).all():
+        row.firm_task_template_id = target_template.id
+        row.service_catalogue_id = target_id
+
+
+def _merge_firm_tasks(db: Session, *, source_id: int, target_id: int) -> tuple[int, int]:
+    target_rows = db.scalars(
+        select(FirmServiceTaskTemplate)
+        .where(FirmServiceTaskTemplate.service_catalogue_id == target_id)
+        .order_by(FirmServiceTaskTemplate.tenant_id.asc(), FirmServiceTaskTemplate.sequence_no.asc())
+    ).all()
+    target_by_key = {(row.tenant_id, _normalise(row.task_name)): row for row in target_rows}
+    max_sequence_by_tenant: dict[int, int] = {}
+    for row in target_rows:
+        max_sequence_by_tenant[row.tenant_id] = max(max_sequence_by_tenant.get(row.tenant_id, 0), row.sequence_no)
+
+    moved = 0
+    merged = 0
+    source_rows = db.scalars(
+        select(FirmServiceTaskTemplate)
+        .where(FirmServiceTaskTemplate.service_catalogue_id == source_id)
+        .order_by(FirmServiceTaskTemplate.tenant_id.asc(), FirmServiceTaskTemplate.sequence_no.asc(), FirmServiceTaskTemplate.id.asc())
+    ).all()
+    for row in source_rows:
+        key = (row.tenant_id, _normalise(row.task_name))
+        target_row = target_by_key.get(key)
+        if target_row:
+            _merge_document_requirements(db, source_template=row, target_template=target_row, target_id=target_id)
+            db.flush()
+            db.delete(row)
+            merged += 1
+            continue
+        next_sequence = max_sequence_by_tenant.get(row.tenant_id, 0) + 1
+        max_sequence_by_tenant[row.tenant_id] = next_sequence
+        row.service_catalogue_id = target_id
+        row.sequence_no = next_sequence
+        for requirement in row.document_requirements:
+            requirement.service_catalogue_id = target_id
+        for template in row.document_templates:
+            template.service_catalogue_id = target_id
+        target_by_key[key] = row
+        moved += 1
+    db.flush()
+    return moved, merged
+
+
+def _merge_due_rules(db: Session, *, source_id: int, target_id: int) -> tuple[int, int]:
+    target_rows = db.scalars(select(ServiceDueDateRule).where(ServiceDueDateRule.service_catalogue_id == target_id)).all()
+    target_by_name = {_normalise(row.rule_name): row for row in target_rows}
+    moved = 0
+    merged = 0
+
+    source_rows = db.scalars(select(ServiceDueDateRule).where(ServiceDueDateRule.service_catalogue_id == source_id)).all()
+    for row in source_rows:
+        target_row = target_by_name.get(_normalise(row.rule_name))
+        if target_row:
+            db.query(ServiceDueDateExtension).filter(ServiceDueDateExtension.due_date_rule_id == row.id).update(
+                {ServiceDueDateExtension.due_date_rule_id: target_row.id}, synchronize_session=False
+            )
+            db.query(ClientServiceSubscription).filter(ClientServiceSubscription.due_date_rule_id == row.id).update(
+                {ClientServiceSubscription.due_date_rule_id: target_row.id}, synchronize_session=False
+            )
+            db.delete(row)
+            merged += 1
+        else:
+            row.service_catalogue_id = target_id
+            target_by_name[_normalise(row.rule_name)] = row
+            moved += 1
+
+    db.query(ServiceDueDateExtension).filter(ServiceDueDateExtension.service_catalogue_id == source_id).update(
+        {ServiceDueDateExtension.service_catalogue_id: target_id}, synchronize_session=False
+    )
+    db.flush()
+    return moved, merged
+
+
+def merge_service_catalogues(
+    db: Session,
+    *,
+    source_id: int,
+    target_id: int,
+    actor_user_id: int,
+) -> dict[str, int | str]:
+    """Safely consolidate reusable configuration into the target service.
+
+    Existing client subscriptions, execution tasks, invoices and consultant requests are
+    intentionally retained against the source service to preserve historical records.
+    The source service is disabled after configuration is moved, so all new work uses
+    the target service.
+    """
+    preview = build_merge_preview(db, source_id=source_id, target_id=target_id)
+    source = preview.source
+    target = preview.target
+
+    selections_processed = _merge_firm_selections(
+        db,
+        source_id=source_id,
+        target_id=target_id,
+        actor_user_id=actor_user_id,
+    )
+
+    default_moved, default_skipped = _merge_default_tasks(db, source_id=source_id, target_id=target_id)
+    firm_moved, firm_merged = _merge_firm_tasks(db, source_id=source_id, target_id=target_id)
+    rules_moved, rules_merged = _merge_due_rules(db, source_id=source_id, target_id=target_id)
+
+    source.is_active = False
+    source.is_client_requestable = False
+    source.is_consultant_requestable = False
+    source.updated_by_user_id = actor_user_id
+    source.updated_at_utc = datetime.now(timezone.utc)
+
+    target.is_active = True
+    target.updated_by_user_id = actor_user_id
+    target.updated_at_utc = datetime.now(timezone.utc)
+
+    db.flush()
+    return {
+        "source_code": source.service_code,
+        "target_code": target.service_code,
+        "firm_selections_processed": selections_processed,
+        "default_tasks_moved": default_moved,
+        "default_tasks_deduplicated": default_skipped,
+        "firm_tasks_moved": firm_moved,
+        "firm_tasks_merged": firm_merged,
+        "due_rules_moved": rules_moved,
+        "due_rules_merged": rules_merged,
+        "historical_subscriptions_preserved": preview.counts["client_subscriptions_preserved"],
+    }

app/modules/services/templates/services/catalogue_list.html

@@ -12,7 +12,7 @@
       <a href="/services/templates" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Firm Task Templates</a>
       {% if can_create %}
       <a href="/services/defaults" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">System Default Tasks</a>
-      <a href="/services/catalogue/export" class="rounded-xl border border-emerald-300 bg-emerald-50 px-4 py-2 text-sm font-medium text-emerald-800 hover:bg-emerald-100">Export Excel</a>
+      <a href="/services/catalogue/merge" class="rounded-xl border border-amber-300 px-4 py-2 text-sm font-medium text-amber-800 hover:bg-amber-50">Merge Services</a>
       <a href="/services/catalogue/new" class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-medium text-white hover:bg-brand-700">Add Catalogue Service</a>
       {% endif %}
     </div>

app/modules/services/templates/services/catalogue_merge.html

@@ -0,0 +1,104 @@
+{% extends "ui/templates/base/layout.html" %}
+{% block content %}
+<div class="space-y-6">
+  <div class="flex flex-wrap items-center justify-between gap-3">
+    <div>
+      <h2 class="text-xl font-semibold text-slate-900">Merge Service Catalogue</h2>
+      <p class="text-sm text-slate-500">Consolidate an older duplicate service into the service that should be used for all future work.</p>
+    </div>
+    <a href="/services/catalogue" class="rounded-xl border border-slate-300 px-4 py-2 text-sm font-medium text-slate-700 hover:bg-slate-50">Back to Catalogue</a>
+  </div>
+
+  <div class="rounded-2xl border border-amber-200 bg-amber-50 p-4 text-sm text-amber-900">
+    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.
+  </div>
+
+  {% if request.query_params.get('error') == 'confirmation' %}
+  <div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">The confirmation text did not match. No records were changed.</div>
+  {% elif request.query_params.get('error') or error %}
+  <div class="rounded-2xl border border-red-200 bg-red-50 p-4 text-sm text-red-800">{{ error or 'The selected merge could not be prepared. No records were changed.' }}</div>
+  {% endif %}
+
+  <form method="get" action="/services/catalogue/merge" class="rounded-2xl bg-white p-5 shadow-soft">
+    <div class="grid gap-4 md:grid-cols-2">
+      <label class="space-y-2">
+        <span class="text-sm font-medium text-slate-700">Source service to disable</span>
+        <select name="source_id" required class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
+          <option value="">-- Select old/duplicate service --</option>
+          {% for service in services %}
+          <option value="{{ service.id }}" {% if source_id == service.id %}selected{% endif %}>{{ service.service_code }} — {{ service.service_name }}{% if not service.is_active %} (Inactive){% endif %}</option>
+          {% endfor %}
+        </select>
+      </label>
+      <label class="space-y-2">
+        <span class="text-sm font-medium text-slate-700">Target service to keep</span>
+        <select name="target_id" required class="w-full rounded-xl border border-slate-300 px-3 py-2 text-sm">
+          <option value="">-- Select surviving service --</option>
+          {% for service in services %}
+          <option value="{{ service.id }}" {% if target_id == service.id %}selected{% endif %}>{{ service.service_code }} — {{ service.service_name }}{% if not service.is_active %} (Inactive){% endif %}</option>
+          {% endfor %}
+        </select>
+      </label>
+    </div>
+    <div class="mt-4 flex justify-end">
+      <button class="rounded-xl bg-brand-600 px-4 py-2 text-sm font-semibold text-white hover:bg-brand-700">Preview Merge</button>
+    </div>
+  </form>
+
+  {% if preview %}
+  <div class="grid gap-4 lg:grid-cols-2">
+    <div class="rounded-2xl bg-white p-5 shadow-soft">
+      <h3 class="font-semibold text-slate-900">Merge direction</h3>
+      <div class="mt-4 space-y-3 text-sm">
+        <div class="rounded-xl border border-red-200 bg-red-50 p-3"><span class="font-semibold">Source:</span> {{ preview.source.service_code }} — {{ preview.source.service_name }}</div>
+        <div class="rounded-xl border border-emerald-200 bg-emerald-50 p-3"><span class="font-semibold">Target:</span> {{ preview.target.service_code }} — {{ preview.target.service_name }}</div>
+      </div>
+    </div>
+    <div class="rounded-2xl bg-white p-5 shadow-soft">
+      <h3 class="font-semibold text-slate-900">Conflict handling</h3>
+      <dl class="mt-4 grid grid-cols-2 gap-3 text-sm">
+        <div><dt class="text-slate-500">Firm selections</dt><dd class="font-semibold">{{ preview.conflicts.firm_selection_conflicts }}</dd></div>
+        <div><dt class="text-slate-500">Default task names</dt><dd class="font-semibold">{{ preview.conflicts.system_default_task_name_conflicts }}</dd></div>
+        <div><dt class="text-slate-500">Firm task names</dt><dd class="font-semibold">{{ preview.conflicts.firm_task_name_conflicts }}</dd></div>
+        <div><dt class="text-slate-500">Due-rule names</dt><dd class="font-semibold">{{ preview.conflicts.due_rule_name_conflicts }}</dd></div>
+      </dl>
+      <p class="mt-4 text-xs text-slate-500">Conflicting firm selections are consolidated. Tasks and due rules with matching normalised names are deduplicated; non-matching items are appended to the target.</p>
+    </div>
+  </div>
+
+  <div class="overflow-hidden rounded-2xl bg-white shadow-soft">
+    <table class="min-w-full divide-y divide-slate-200">
+      <thead class="bg-slate-50"><tr><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Source dependency</th><th class="px-4 py-3 text-right text-xs font-semibold uppercase text-slate-500">Count</th><th class="px-4 py-3 text-left text-xs font-semibold uppercase text-slate-500">Merge treatment</th></tr></thead>
+      <tbody class="divide-y divide-slate-100">
+        <tr><td class="px-4 py-3 text-sm">Firm selections</td><td class="px-4 py-3 text-right text-sm font-semibold">{{ preview.counts.firm_selections }}</td><td class="px-4 py-3 text-sm">Move or consolidate into target</td></tr>
+        <tr><td class="px-4 py-3 text-sm">System default tasks</td><td class="px-4 py-3 text-right text-sm font-semibold">{{ preview.counts.system_default_tasks }}</td><td class="px-4 py-3 text-sm">Move; matching task names deduplicated</td></tr>
+        <tr><td class="px-4 py-3 text-sm">Firm task templates</td><td class="px-4 py-3 text-right text-sm font-semibold">{{ preview.counts.firm_task_templates }}</td><td class="px-4 py-3 text-sm">Move; matching tenant/task names consolidated</td></tr>
+        <tr><td class="px-4 py-3 text-sm">Document requirements</td><td class="px-4 py-3 text-right text-sm font-semibold">{{ preview.counts.document_requirements }}</td><td class="px-4 py-3 text-sm">Remain with moved/consolidated task template</td></tr>
+        <tr><td class="px-4 py-3 text-sm">Document templates</td><td class="px-4 py-3 text-right text-sm font-semibold">{{ preview.counts.document_templates }}</td><td class="px-4 py-3 text-sm">Remain with moved/consolidated task template</td></tr>
+        <tr><td class="px-4 py-3 text-sm">Due-date rules</td><td class="px-4 py-3 text-right text-sm font-semibold">{{ preview.counts.due_date_rules }}</td><td class="px-4 py-3 text-sm">Move; matching rule names consolidated</td></tr>
+        <tr><td class="px-4 py-3 text-sm">Due-date extensions</td><td class="px-4 py-3 text-right text-sm font-semibold">{{ preview.counts.due_date_extensions }}</td><td class="px-4 py-3 text-sm">Move to target and surviving due rule</td></tr>
+        <tr><td class="px-4 py-3 text-sm">Client subscriptions</td><td class="px-4 py-3 text-right text-sm font-semibold">{{ preview.counts.client_subscriptions_preserved }}</td><td class="px-4 py-3 text-sm">Preserved on source for historical continuity</td></tr>
+      </tbody>
+    </table>
+  </div>
+
+  <form method="post" action="/services/catalogue/merge" class="rounded-2xl border border-red-200 bg-white p-5 shadow-soft">
+    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
+    <input type="hidden" name="source_id" value="{{ preview.source.id }}">
+    <input type="hidden" name="target_id" value="{{ preview.target.id }}">
+    <label class="space-y-2">
+      <span class="text-sm font-semibold text-red-800">Type the exact confirmation below</span>
+      <code class="block rounded-xl bg-slate-900 px-4 py-3 text-sm text-white">MERGE {{ preview.source.service_code }} INTO {{ preview.target.service_code }}</code>
+      <input name="confirmation" required autocomplete="off" class="w-full rounded-xl border border-red-300 px-3 py-2 text-sm" placeholder="Enter confirmation text">
+    </label>
+    <label class="mt-4 flex items-start gap-3 text-sm text-slate-700">
+      <input type="checkbox" required class="mt-1 rounded border-slate-300">
+      <span>I have verified the source and target. I understand that the source will be disabled and historical operational records will remain preserved.</span>
+    </label>
+    <div class="mt-5 flex justify-end">
+      <button class="rounded-xl bg-red-600 px-4 py-2 text-sm font-semibold text-white hover:bg-red-700">Merge and Disable Source</button>
+    </div>
+  </form>
+  {% endif %}
+</div>
+{% endblock %}

app/modules/services/ui.py

@@ -1,7 +1,5 @@
 from __future__ import annotations
 
-from datetime import datetime, timezone
-
 from fastapi import APIRouter, File, Form, Request, UploadFile
 from fastapi.responses import FileResponse, RedirectResponse, StreamingResponse
 from sqlalchemy import select
@@ -32,7 +30,7 @@ from app.modules.services.due_dates import (
     list_due_rules,
     parse_optional_date,
 )
-from app.modules.services.catalogue_export import build_service_catalogue_export
+from app.modules.services.catalogue_merge import build_merge_preview, merge_service_catalogues
 from app.modules.services.task_documents import (
     create_task_document_requirement,
     get_task_document_requirement,
@@ -335,8 +333,8 @@ def catalogue_list(request: Request, q: str = '', category_id: int | None = None
         db.close()
 
 
-@router.get('/catalogue/export')
-def catalogue_export(request: Request):
+@router.get('/catalogue/merge')
+def catalogue_merge_page(request: Request, source_id: int | None = None, target_id: int | None = None):
     db = CommonSessionLocal()
     try:
         user = get_current_user(request, db=db)
@@ -344,15 +342,88 @@ def catalogue_export(request: Request):
             return RedirectResponse(url='/login', status_code=303)
         if not _is_system_admin(db, user):
             return _redirect_denied()
-        require_permission(db, user, 'services.view')
+        require_permission(db, user, 'services.edit')
 
-        workbook_bytes = build_service_catalogue_export(db)
-        filename = f"service_catalogue_export_{datetime.now(timezone.utc).strftime('%Y%m%d_%H%M%S')}.xlsx"
-        return StreamingResponse(
-            iter([workbook_bytes]),
-            media_type='application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
-            headers={'Content-Disposition': f'attachment; filename="{filename}"'},
+        services = db.execute(
+            select(ServiceCatalogue).order_by(ServiceCatalogue.is_active.desc(), ServiceCatalogue.service_code.asc())
+        ).scalars().all()
+        preview = None
+        error = None
+        if source_id and target_id:
+            try:
+                preview = build_merge_preview(db, source_id=source_id, target_id=target_id)
+            except ValueError as exc:
+                error = str(exc)
+
+        return _render(
+            request,
+            'modules/services/templates/services/catalogue_merge.html',
+            db,
+            user,
+            title='Merge Service Catalogue',
+            services=services,
+            source_id=source_id,
+            target_id=target_id,
+            preview=preview,
+            error=error,
         )
+    except Exception:
+        return _redirect_denied()
+    finally:
+        db.close()
+
+
+@router.post('/catalogue/merge')
+def catalogue_merge_submit(
+    request: Request,
+    source_id: int = Form(...),
+    target_id: int = Form(...),
+    confirmation: str = Form(...),
+    csrf_token: str = Form(...),
+):
+    validate_csrf(request, csrf_token)
+    db = CommonSessionLocal()
+    try:
+        user = get_current_user(request, db=db)
+        if not user:
+            return RedirectResponse(url='/login', status_code=303)
+        if not _is_system_admin(db, user):
+            return _redirect_denied()
+        require_permission(db, user, 'services.edit')
+
+        preview = build_merge_preview(db, source_id=source_id, target_id=target_id)
+        expected = f"MERGE {preview.source.service_code} INTO {preview.target.service_code}"
+        if confirmation.strip().upper() != expected.upper():
+            return RedirectResponse(
+                url=f'/services/catalogue/merge?source_id={source_id}&target_id={target_id}&error=confirmation',
+                status_code=303,
+            )
+
+        result = merge_service_catalogues(
+            db,
+            source_id=source_id,
+            target_id=target_id,
+            actor_user_id=user.id,
+        )
+        db.commit()
+
+        write_audit_log(
+            db,
+            action='services.catalogue.merged',
+            entity_type='service_catalogue',
+            entity_id=target_id,
+            entity_name=result['target_code'],
+            actor=user,
+            request=request,
+            details=result,
+        )
+        return RedirectResponse(url=f'/services/catalogue/{target_id}?merged=1', status_code=303)
+    except ValueError:
+        db.rollback()
+        return RedirectResponse(url='/services/catalogue/merge?error=invalid', status_code=303)
+    except Exception:
+        db.rollback()
+        raise
     finally:
         db.close()