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fix(workbench): Match Agent records without assuming 'Person'#7700

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grantfitzsimmons wants to merge 2 commits intomainfrom
issue-3723
Open

fix(workbench): Match Agent records without assuming 'Person'#7700
grantfitzsimmons wants to merge 2 commits intomainfrom
issue-3723

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@grantfitzsimmons grantfitzsimmons commented Feb 13, 2026

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 AgentType was 'Person' (1) for matching purposes. This remedies that.

This PR:
image

Current Behavior:
image

Testing instructions

Compare the behavior against the latest tagged release and the branch this is based on.

  • 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 AgentType is not specified, are added as 'Person' agents

@github-project-automation github-project-automation bot moved this to 📋Back Log in General Tester Board Feb 13, 2026
@grantfitzsimmons grantfitzsimmons marked this pull request as ready for review February 15, 2026 00:57
@grantfitzsimmons grantfitzsimmons added this to the 7.13.0 milestone Feb 15, 2026
@grantfitzsimmons grantfitzsimmons requested review from a team and CarolineDenis February 15, 2026 02:59
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@emenslin emenslin left a comment

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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 AgentType is not specified, are added as 'Person' agents

Looks good, I didn't run into any issues!

@emenslin emenslin requested a review from a team February 16, 2026 15:36
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@bhumikaguptaa bhumikaguptaa left a comment

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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 AgentType is not specified, are added as 'Person' agents

Works as expected.

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Matching behavior in the WorkBench assumes agents are "Person"

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