fix(workbench): Match Agent records without assuming 'Person'#7700
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grantfitzsimmons wants to merge 2 commits intomainfrom
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fix(workbench): Match Agent records without assuming 'Person'#7700grantfitzsimmons wants to merge 2 commits intomainfrom
grantfitzsimmons wants to merge 2 commits intomainfrom
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emenslin
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Feb 16, 2026
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- Create a WorkBench data set that includes 'Agent' links that match to existing records, where the agent is of any other type (not 'Person')
- Add rows that match to 'Person' agents
- Add rows that do not match to 'Person' agents
- Add rows that create new agents of each type
- Test agent matching via complicated relationships (e.g. collectors, preparators, or other one-to-many links)
- Test agent matching via direct links (e.g. cataloger, agent1, agent2, etc.)
- Verify that matching works as expected!
- Verify that newly created records, when
AgentTypeis not specified, are added as 'Person' agents
Looks good, I didn't run into any issues!
bhumikaguptaa
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Feb 16, 2026
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- Create a WorkBench data set that includes 'Agent' links that match to existing records, where the agent is of any other type (not 'Person')
- Add rows that match to 'Person' agents
- Add rows that do not match to 'Person' agents
- Add rows that create new agents of each type
- Test agent matching via complicated relationships (e.g. collectors, preparators, or other one-to-many links)
- Test agent matching via direct links (e.g. cataloger, agent1, agent2, etc.)
- Verify that matching works as expected!
- Verify that newly created records, when
AgentTypeis not specified, are added as 'Person' agents
Works as expected.
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Fixes #3723
Makes it so that Agent matching can be done for Agents of any type. Previously, the WorkBench would only look for records where
AgentTypewas 'Person' (1) for matching purposes. This remedies that.This PR:

Current Behavior:

Testing instructions
Compare the behavior against the latest tagged release and the branch this is based on.
AgentTypeis not specified, are added as 'Person' agents