Add series tool in query builder

[CarolineDenis]

Fixes #2000
Fixes #6166

Checklist

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

Testing instructions

• Open the QB with CO table
• Add catalog num field and some other field
• verify series checkbox is present only when Cat num is one of the field
• Check Series
• verify Distinct is read only
• Uncheck Series
• Verify you can check Distinct and that Series become readonly
• Uncheck Distinct and check Series
• Run the query
• Verify that all the records that have the same data for each field in your query and that have consecutive cat num are group together
• Verify that the consecutive cat numbers are displayed as a range

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Tips:

• Create a new CO with a determination and a preparation in a db with auto-numbering for cat num
• Save
• Use bulk Carry and create 5 identical copies
• Create another new CO with all the exact same info as the previous one but skip one cat num
• This will give you some record to test with series

---

With Series

Without Series

NOTES:
Sorting the column cat num is not available for series

[grantfitzsimmons]

This is the second component of #4804

[realVinayak]

FYI: backend, after #4929, will support server-side record cloning

[pashiav]

• verify series checkbox is present only when Cat num is one of the field
• verify Distinct is read only
• Verify you can check Distinct and that Series become readonly
• Verify that all the records that have the same data for each field in your query and that have consecutive cat num are group together
• Verify that the consecutive cat numbers are displayed as a range

---

Looks good! This PR is working as expected.

[Areyes42]

• verify series checkbox is present only when Cat num is one of the field
• verify Distinct is read only
• Verify you can check Distinct and that Series become readonly
• Verify that all the records that have the same data for each field in your query and that have consecutive cat num are group together
• Verify that the consecutive cat numbers are displayed as a range

---

Everything looks good for the most part! I noticed that a TypeError occurs if you run a query using series, but have the catalog number disabled in the results.

Screen.Recording.2025-04-30.at.12.57.37.PM.mov

Specify 7 Crash Report - 2025-04-30T17_58_11.334Z.txt

[acwhite211]

@CarolineDenis I think we need to hide the series button in the QB if the user hides the Catalog Number from the results. This should fix the issue encountered by @Areyes42

I have a solution that I can commit that will only run the series query logic if the Catalog Number field sets its display value to true. But, from the user side, I think if would be better to just not allow the user to request a series query with the Catalog Number display set to false.

[Areyes42]

• verify series checkbox is present only when Cat num is one of the field
• verify Distinct is read only
• Verify you can check Distinct and that Series become readonly
• Verify that all the records that have the same data for each field in your query and that have consecutive cat num are group together
• Verify that the consecutive cat numbers are displayed as a range

---

Re-running the same query I mentioned earlier now throws an IndexErrorwhenever the formatted field is included. I’ve tried replicating the issue on other databases, but it only seems to occur in ciscollections. Also, the series button no longer appears when the catalog number is excluded from the results ✅.

Specify 7 Crash Report - 2025-05-07T17_29_08.129Z.txt

[acwhite211]

@Areyes42 @specify/ux-testing Pushed a fix for the series QB that was found on ciscollections. Ready for retesting on that DB, thanks!

[Areyes42]

• verify series checkbox is present only when Cat num is one of the field
• verify Distinct is read only
• Verify you can check Distinct and that Series become readonly
• Verify that all the records that have the same data for each field in your query and that have consecutive cat num are group together
• Verify that the consecutive cat numbers are displayed as a range

---

Looks good!

see comments above