Bring changes from v7.12.0.7 to main

[melton-jason]

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
• Add pr to documentation list
• Add automated tests
• Add a reverse migration if a migration is present in the PR
• Add migration function to

  specify7/specifyweb/specify/management/commands/run_key_migration_functions.py

  Line 50 in ea04665

  def fix_schema_config(stdout: WriteToStdOut | None = None):

Testing instructions

These steps are taken from the v7.12.0.7 testing checklist, with the step for #8181 ommitted as

• Ensure the testing instructions succeed from fix(trees): replace child/synonym LEFT JOINs with scalar subqueries #8243
• Ensure the testing instructions succeed from Missing reverse relationships in datamodel.py for new *Attachment models #8181
  • At the time of writing, the attachment relationships should be disabled

Creating a new Database using Guided Setup

Discipline Verification Steps (These are referred to in the below General Testing Instructions)

• Verify all trees are present and populated with the correct data
• Generally ensure entries in the Schema Config are correct
  • Make sure Tables and Fields have sensible default labels and descriptions
  • Ensure that fields and tables
• Verify picklists are created in each Collection and have the correct values
• Verify picklists that should be associated with a field are correctly associated (some examples of relationships are provided below)
  • Preparation -> prepType
  • Discipline -> type
  • CollectionObjectGroup -> cogType
• Ensure Schema Configuration changes are persistent
  • Make changes to the Discipline's schema in the Schema Config (editing the label/description of tables and fields, modifying a table or field's visibility, changing a field's picklist, etc.)
  • Completely stop the Specify instance
  • Restart the Specify instance
    • On the Test Panel, the above can be accomplished by Removing an instance from the test panel (do not delete/remove the database!) and re-adding the instance to force a restart
  • Ensure the modifications you made are persistent and still present
• Ensure Tree Configuration changes are persistent
  • Rename, add, and/or remove one or more ranks to one or more Trees
  • Completely stop the Specify instance
  • Restart the Specify instance
  • Ensure the tree configuration changes are persistent and still present

General Testing Instructions

• Using Guided Setup, create a Specify instance with any non-geology (i.e., biology) discipline and populate trees with defaults
• Ensure the Discipline passes the above Discipline Verification Steps
• Using Guided Setup, create a Specify instance with a Geology discipline and populate trees with default values
• Ensure the Discipline passes the above Discipline Verification Steps
• Create a new non-geology Discipline and Collection to an existing Specify instance through the System Config tool
• Ensure the Discipline passes the above Discipline Verification Steps
• Create a new geology Discipline and Collection to an existing Specify instance through the System Config tool
• Ensure the Discipline passes the above Discipline Verification Steps
• Verify the new Chronostrat defaults are populated correctly
• Verify the new IUGS ICC chart shows up (the chart has a 2026 in the top right of the image)

[melton-jason]

@coderabbitai review --dir ./specifyweb/specify

[coderabbitai]

@melton-jason: Reviewing the committed changes in specifyweb/specify, with attention to migration safety and compatibility.

✅ Action performed

Review finished.

Note: CodeRabbit is an incremental review system and does not re-review already reviewed commits. This command is applicable only when automatic reviews are paused.

[g1rly-c0d3r]

Testing instructions

These steps are taken from the v7.12.0.7 testing checklist, with the step for #8181 ommitted as

• Ensure the testing instructions succeed from #8243
• Ensure the testing instructions succeed from #8181
  • At the time of writing, the attachment relationships should be disabled

Creating a new Database using Guided Setup

Discipline Verification Steps (These are referred to in the below General Testing Instructions)

• Verify all trees are present and populated with the correct data
• Generally ensure entries in the Schema Config are correct
  • Make sure Tables and Fields have sensible default labels and descriptions
  • Ensure that fields and tables
• Verify picklists are created in each Collection and have the correct values
• Verify picklists that should be associated with a field are correctly associated (some examples of relationships are provided below)
  • Preparation -> prepType
  • Discipline -> type
  • CollectionObjectGroup -> cogType
• Ensure Schema Configuration changes are persistent
  • Make changes to the Discipline's schema in the Schema Config (editing the label/description of tables and fields, modifying a table or field's visibility, changing a field's picklist, etc.)
  • Completely stop the Specify instance
  • Restart the Specify instance
    • On the Test Panel, the above can be accomplished by Removing an instance from the test panel (do not delete/remove the database!) and re-adding the instance to force a restart
  • Ensure the modifications you made are persistent and still present
• Ensure Tree Configuration changes are persistent
  • Rename, add, and/or remove one or more ranks to one or more Trees
  • Completely stop the Specify instance
  • Restart the Specify instance
  • Ensure the tree configuration changes are persistent and still present

General Testing Instructions

• Using Guided Setup, create a Specify instance with any non-geology (i.e., biology) discipline and populate trees with defaults
• Ensure the Discipline passes the above Discipline Verification Steps
• Using Guided Setup, create a Specify instance with a Geology discipline and populate trees with default values
• Ensure the Discipline passes the above Discipline Verification Steps
• Create a new non-geology Discipline and Collection to an existing Specify instance through the System Config tool
• Ensure the Discipline passes the above Discipline Verification Steps
• Create a new geology Discipline and Collection to an existing Specify instance through the System Config tool
• Ensure the Discipline passes the above Discipline Verification Steps
• Verify the new Chronostrat defaults are populated correctly
• Verify the new IUGS ICC chart shows up (the chart has a 2026 in the top right of the image)

---

Looks good! Nothing I tested was different from last time.

[rijulpoudel]

Testing instructions

• Ensure the testing instructions succeed from #8243
• Ensure the testing instructions succeed from #8181
  • At the time of writing, the attachment relationships should be disabled

Creating a new Database using Guided Setup

Discipline Verification Steps (These are referred to in the below General Testing Instructions)

• Verify all trees are present and populated with the correct data
• Generally ensure entries in the Schema Config are correct
  • Make sure Tables and Fields have sensible default labels and descriptions
  • Ensure that fields and tables
• Verify picklists are created in each Collection and have the correct values
• Verify picklists that should be associated with a field are correctly associated (some examples of relationships are provided below)
  • Preparation -> prepType
  • Discipline -> type
  • CollectionObjectGroup -> cogType
• Ensure Schema Configuration changes are persistent
  • Make changes to the Discipline's schema in the Schema Config (editing the label/description of tables and fields, modifying a table or field's visibility, changing a field's picklist, etc.)
  • Completely stop the Specify instance
  • Restart the Specify instance
    • On the Test Panel, the above can be accomplished by Removing an instance from the test panel (do not delete/remove the database!) and re-adding the instance to force a restart
  • Ensure the modifications you made are persistent and still present
• Ensure Tree Configuration changes are persistent
  • Rename, add, and/or remove one or more ranks to one or more Trees
  • Completely stop the Specify instance
  • Restart the Specify instance
  • Ensure the tree configuration changes are persistent and still present

General Testing Instructions

• Using Guided Setup, create a Specify instance with any non-geology (i.e., biology) discipline and populate trees with defaults
• Ensure the Discipline passes the above Discipline Verification Steps
• Using Guided Setup, create a Specify instance with a Geology discipline and populate trees with default values
• Ensure the Discipline passes the above Discipline Verification Steps
• Create a new non-geology Discipline and Collection to an existing Specify instance through the System Config tool
• Ensure the Discipline passes the above Discipline Verification Steps
• Create a new geology Discipline and Collection to an existing Specify instance through the System Config tool
• Ensure the Discipline passes the above Discipline Verification Steps
• Verify the new Chronostrat defaults are populated correctly
• Verify the new IUGS ICC chart shows up (the chart has a 2026 in the top right of the image)

Everything passed. I was able to recreate everything like we did the last time.