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Automatically accept or bulk approve exact ID matches #2139

@michaelbontyes

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@michaelbontyes

Description:

Based on user feedback (Andy, March 24), the current matching system can be improved by implementing logic to either automatically accept or allow bulk approval of matches where the provided ID exactly matches the ID, even if the similarity score does not surpass the existing threshold.

This would significantly reduce manual validation effort and streamline the workflow by allowing users to bypass line-by-line review when exact ID matches are detected.


Acceptance Criteria:

  1. Exact ID Match Logic:

    • If a local concept ID exactly matches a concept ID, it should be flagged as an exact match regardless of the calculated similarity score.
  2. Auto-Accept Option (User-Configurable):

    • A setting or flag exists to automatically accept exact ID matches without user intervention.
  3. Bulk Approval UI Option:

    • In the review interface, users can:
      • Filter or view a list of all exact ID matches.
      • Select multiple exact matches and bulk approve them.
      • Confirm the action before it is finalized.
  4. Score Threshold Unaffected:

    • The existing matching threshold logic remains unchanged for non-ID matches.
  5. Audit/Logging:

    • Actions taken via auto-accept or bulk approve should be logged, indicating the method of approval, in both the UI and the xlsx files.

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could-improveTrack issues which have been addressed with less than ideal solutions due to technical limitations

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