Fix: Prevent merging from data views

[CarolineDenis]

Fixes #8647

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

• Verify that the merging tool is not accessible in data views
• Verify that you can still merge agents in the QB

Summary by CodeRabbit

• Bug Fixes
  • Record-merging actions are now hidden in protected table views and other contexts where merging is disabled.
  • In contexts where merging is permitted, users can continue to access record-merging actions when the selected record type supports merging.

[coderabbitai]

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info

⚙️ Run configuration

• Configuration used: Organization UI
• Review profile: CHILL
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• Run ID: 0a9ca704-fd09-41f7-bdca-6355ab94c38e

📥 Commits

Reviewing files that changed from the base of the PR and between 5ac440b and d4080ab.

📒 Files selected for processing (6)

• specifyweb/frontend/js_src/lib/components/Core/Contexts.tsx
• specifyweb/frontend/js_src/lib/components/DataViews/__tests__/RecordMerging.test.tsx
• specifyweb/frontend/js_src/lib/components/DataViews/index.tsx
• specifyweb/frontend/js_src/lib/components/FormMeta/index.tsx
• specifyweb/frontend/js_src/lib/components/QueryBuilder/Results.tsx
• specifyweb/frontend/js_src/lib/components/QueryBuilder/__tests__/RecordMergingAvailability.test.tsx

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📝 Walkthrough

Walkthrough

The change adds a context that controls record merging. Data Views sets it to disabled for its protected table view, and query results and form metadata use it to gate merge actions.

Changes

Record merge gating

Layer / File(s)	Summary
Define merge context and disable it in Data Views specifyweb/frontend/js_src/lib/components/Core/Contexts.tsx, specifyweb/frontend/js_src/lib/components/DataViews/index.tsx, specifyweb/frontend/js_src/lib/components/DataViews/__tests__/RecordMerging.test.tsx	Adds a boolean context that defaults to true. The protected Data Views table provides false. Removes the merge callback that cleared selection and refreshed results. A test checks the disabled context on the agent Data View route.
Gate merge actions and test availability specifyweb/frontend/js_src/lib/components/QueryBuilder/Results.tsx, specifyweb/frontend/js_src/lib/components/FormMeta/index.tsx, specifyweb/frontend/js_src/lib/components/QueryBuilder/__tests__/RecordMergingAvailability.test.tsx	Query results and form metadata require an enabled context and table permission to allow merging. Tests check that merge actions are available by default and absent when the context is disabled.

Suggested reviewers: grantfitzsimmons

Priority: ➖ Normal

Change: Bug fix

Merge Risk: ⚪ Minimal · up to d4080

This change hides the record merge actions inside Data Views and leaves them available elsewhere. No concrete merge-blocking risk was found.

🚥 Pre-merge checks | ✅ 5 | ❌ 1

❌ Failed checks (1 warning)

Check name	Status	Explanation	Resolution
Testing Instructions	⚠️ Warning	The PR description does not provide testing instructions. Its testing section contains only a commented-out placeholder. The diff changes merging behavior in Data Views, Query Builder results, and For…	Add concise, actionable testing steps to the PR description. Include checking that merge actions are unavailable in Data Views, including the preview form, and that merging remains available in the regular Query Builder and form metadata wh…

✅ Passed checks (5 passed)

Check name	Status	Explanation
Linked Issues check	✅ Passed	Issue #8647 requests removing agent merging from Data Views. TableDataView provides RecordMergingContext as false across the view. QueryResults and MetaDialog hide their merge actions when t…
Out of Scope Changes check	✅ Passed	The context, merge-action checks, tests, and removal of onMerged from Data Views all support disabling merging in Data Views. No unrelated changes are evident.
Automatic Tests	✅ Passed	The PR adds two automatic test files. They verify that Data Views disables record merging and that the Query Builder and form metadata hide merge actions when the context disables merging. This covers…
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title clearly describes the main change: preventing record merging from Data Views.

Full details: Testing Instructions

Explanation

The PR description does not provide testing instructions. Its testing section contains only a commented-out placeholder. The diff changes merging behavior in Data Views, Query Builder results, and FormMeta. New tests cover disabling merge actions in Data Views and FormMeta while preserving the Query Builder action, but the description does not tell reviewers how to verify these affected components.

Resolution

Add concise, actionable testing steps to the PR description. Include checking that merge actions are unavailable in Data Views, including the preview form, and that merging remains available in the regular Query Builder and form metadata when merging is enabled.

• Fix all pre-merge checks with AI

✨ Finishing Touches

🧪 Generate unit tests (beta)

• Commit to this branch
• Create a new PR

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[coderabbitai]

Actionable comments posted: 1

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• 🪄 Fix CodeRabbit comments on this PR

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Inline comments:
Review comments at
@specifyweb/frontend/js_src/lib/components/QueryBuilder/ToForms.tsx:
- Line 129: Update the suspended-state handling in ToForms so opening the merge
overlay does not unmount RecordSelectorFromIds when its preview has unsaved
edits; keep the form mounted while suspending record loading, preserving the
edits if the merge is cancelled.

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ℹ️ Review info

⚙️ Run configuration

• Configuration used: Organization UI
• Review profile: CHILL
• Plan: Advanced
• Run ID: c465bab2-55ac-4975-844d-a763a9b6382b

📥 Commits

Reviewing files that changed from the base of the PR and between 3dc37c8 and 726e3f4.

📒 Files selected for processing (3)

• specifyweb/frontend/js_src/lib/components/DataViews/index.tsx
• specifyweb/frontend/js_src/lib/components/QueryBuilder/ToForms.tsx
• specifyweb/frontend/js_src/lib/components/QueryBuilder/__tests__/QueryFormView.test.tsx

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[g1rly-c0d3r]

Testing instructions

• Verify that the merging tool is not accessible in data views
• Verify that you can still merge agents in the QB

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This looks good and works as expected, but I have to wonder if this is the best solution? There doesn't seem to have been any discussion about this solution.

[gabek96]

Testing instructions

• Verify that the merging tool is not accessible in data views
• Verify that you can still merge agents in the QB

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Looks great, but I don't think it was a necessary change, if someone wanted to merge something at that given moment but they had to click back to QB then not only find again the specific data or person they were looking for, but they also might to query to find it which sounds to be more of a run around, they could open another tab to see what they were looking for but that putting more work on the user than needed then having the button there in Data Views.

If anything I would keep the button and a feature that could be added would be a way to search better through the Data Views like a search with some filtering or something similar to that

Comparison: Left is issue-8647, right side is main