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Add bulk carry forward feature#4804

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CarolineDenis merged 72 commits into
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issue-545
Jul 15, 2024
Merged

Add bulk carry forward feature#4804
CarolineDenis merged 72 commits into
productionfrom
issue-545

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@CarolineDenis

@CarolineDenis CarolineDenis commented Apr 17, 2024

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Fixes #545

Checklist

  • Self-review the PR after opening it to make sure the changes look good
    and self-explanatory (or properly documented)
  • Add automated tests
  • Add relevant issue to release milestone

Testing instructions

  • Create a new CO
  • Save
  • Go in the form meta, check the box "Show Bulk Carry Forward count"
  • Verify the box "Show Bulk Carry Forward count" is displayed only when carry forward is checked
  • Verify that the Bulk amount input is not displayed on the form if carry forward or "Show Bulk Carry Forward count" is not checked in the form meta
  • Go back to the CO form
  • Enter the amount you want to bulk carry
  • Click on carry forward
  • Verify that a new RS is created
  • Verify that the new RS has, as a title, the cat number range
  • Verify once the new RS is created, it opens it

@CarolineDenis CarolineDenis changed the title Issue 545 Add series data entry feature Apr 17, 2024
@CarolineDenis
CarolineDenis requested a review from sharadsw May 20, 2024 14:32
@CarolineDenis CarolineDenis added this to the 7.9.x milestone May 20, 2024

@sharadsw sharadsw left a comment

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Looks good to me! Only making some optional suggestions

Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx Outdated
Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx Outdated
Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx Outdated
@CarolineDenis CarolineDenis modified the milestones: 7.9.x, 7.9.7 May 23, 2024
@CarolineDenis
CarolineDenis requested a review from a team May 23, 2024 20:05
Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx Outdated
Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx Outdated
Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx Outdated
Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx Outdated
Comment thread specifyweb/frontend/js_src/lib/components/FormSliders/RecordSet.tsx Outdated
@melton-jason
melton-jason self-requested a review July 8, 2024 19:10
Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx
Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx
@Areyes42
Areyes42 self-requested a review July 9, 2024 16:37

@Areyes42 Areyes42 left a comment

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Testing instructions

  • Create a new CO
  • Save
  • Go in the form meta, check the box "Show Bulk Carry Forward count"
  • Verify the box "Show Bulk Carry Forward count" is displayed only when carry forward is checked
  • Verify that the Bulk amount input is not displayed on the form if carry forward or "Show Bulk Carry Forward count" is not checked in the form meta
  • Go back to the CO form
  • Enter the amount you want to bulk carry
  • Click on carry forward
  • Verify that a new RS is created
  • Verify that the new RS has, as a title, the cat number range
  • Verify once the new RS is created, it opens it

I tested this PR yesterday and it was working fine. It's now throwing a TypeError when trying to bulk carry. Tested on multiple COs and DBs.

Specify 7 Crash Report - 2024-07-09T16_28_03.361Z.txt

Screen.Recording.2024-07-09.at.11.27.28.AM.mov

@CarolineDenis
CarolineDenis requested a review from Areyes42 July 9, 2024 17:33

@Areyes42 Areyes42 left a comment

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Testing instructions

  • Create a new CO
  • Save
  • Go in the form meta, check the box "Show Bulk Carry Forward count"
  • Verify the box "Show Bulk Carry Forward count" is displayed only when carry forward is checked
  • Verify that the Bulk amount input is not displayed on the form if carry forward or "Show Bulk Carry Forward count" is not checked in the form meta
  • Go back to the CO form
  • Enter the amount you want to bulk carry
  • Click on carry forward
  • Verify that a new RS is created
  • Verify that the new RS has, as a title, the cat number range
  • Verify once the new RS is created, it opens it

Retested, everything looks good!

Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx Outdated
Comment thread specifyweb/frontend/js_src/lib/components/Forms/Save.tsx
Comment thread specifyweb/specify/api.py Outdated
Comment thread specifyweb/specify/schema.py Outdated
Comment thread specifyweb/specify/schema.py
Comment thread specifyweb/frontend/js_src/lib/components/FormSliders/RecordSet.tsx
Comment thread specifyweb/frontend/js_src/lib/components/FormMeta/CarryForward.tsx
@CarolineDenis
CarolineDenis dismissed stale reviews from melton-jason and realVinayak July 15, 2024 13:39

fixed

@CarolineDenis
CarolineDenis merged commit 4c32cd4 into production Jul 15, 2024
@CarolineDenis
CarolineDenis deleted the issue-545 branch July 15, 2024 13:42
@grantfitzsimmons

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Need to now implement #4952

@specifysoftware

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This pull request has been mentioned on Specify Community Forum. There might be relevant details there:

https://discourse.specifysoftware.org/t/specify-7-9-7-release-announcement/1979/1

@grantfitzsimmons grantfitzsimmons changed the title Add series data entry feature Add bulk carry forward feature Mar 12, 2025
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Series data entry