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Add series tool in query builder #4952

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Add series tool in query builder #4952

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CarolineDenis
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@CarolineDenis CarolineDenis commented May 24, 2024

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

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
Screenshot 2025-02-03 at 8 50 57 AM

Without Series
Screenshot 2025-02-03 at 8 50 49 AM

@CarolineDenis CarolineDenis changed the title Issue 2000 Add series tool in query builder May 24, 2024
@CarolineDenis CarolineDenis added this to the 7.9.x milestone Jun 18, 2024
@grantfitzsimmons
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This is the second component of #4804

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

@CarolineDenis CarolineDenis marked this pull request as ready for review February 3, 2025 16:53
@CarolineDenis CarolineDenis requested review from sharadsw and a team February 3, 2025 16:55
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Successfully merging this pull request may close these issues.

Add series tool in the QB Query builder does not support "Always","Prompt" or "Series results" checkboxes
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