Allow COG selection for interactions

[CarolineDenis]

fixes #5422

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

For the preparation:
For all COs be sure they have preps

• Create RS (RS COs with 1 conso child) with different COs, have at least one of them be a part of a consolidate COG
• Create RS (RS COs with 0 conso child) with different COs, be sure no COs are part of a conso COG
• Create RS (RS COGs with 1 conso COG) with different COGs, have at least one of them be a consolidate COG
• Create RS (RS COGs with 0 conso COG) with different COGs, be sure no COGs are conso COG
• Create a mix RS

For testing:

CO not Conso COG child using enter cat num

• Open Loan dialog
• Enter the cat num of a CO that is NOT a part of conso COG
• Add a prep to the loan
• Verify that only the prep you selected has been added to the Loan perps

CO Conso COG child using enter cat num

• Open Loan dialog
• Enter the cat num of a CO that is a part of conso COG
• Add a prep to the loan
• Verify that the prep you selected has been added to the Loan perps + the siblings of that CO

CO RS using choose RS

• Open Loan dialog
• Choose RS with COs
• Add a prep to the loan
• Verify that only the prep you selected has been added to the Loan perps

COG non conso using choose RS

• Open Loan dialog
• Choose RS with COGs that are not conso
• Add a prep to the loan
• Verify that only the prep you selected has been added to the Loan perps

COG conso using choose RS

• Open Loan dialog
• Choose RS with COGs that are conso
• Add a prep to the loan
• Verify that the prep you selected has been added to the Loan perps + all the siblings

COG mix using choose RS

• Open Loan dialog
• Choose RS with mix COGs
• Add a prep to the loan from the conso COG and a prep from the other type
• Verify that only the prep you selected from the non conso has been added to the Loan perps + the prep from the conso COG and all its siblings

[emenslin]

• Verify that only the prep you selected has been added to the Loan perps
• Verify that the prep you selected has been added to the Loan perps + the siblings of that CO
• Verify that only the prep you selected has been added to the Loan perps
• Verify that only the prep you selected has been added to the Loan perps
• Verify that the prep you selected has been added to the Loan perps + all the siblings
• Verify that only the prep you selected from the non conso has been added to the Loan perps + the prep from the conso COG and all its siblings

Trying to add a COG rs to a loan throws an error.

chrome_jwLga5p17d.mp4

Specify 7 Crash Report - 2024-12-17T16_07_07.052Z.txt

[alesan99]

Testing instructions

• Verify that only the prep you selected has been added to the Loan perps
• Verify that the prep you selected has been added to the Loan perps + the siblings of that CO
• Verify that only the prep you selected has been added to the Loan perps
• Verify that only the prep you selected has been added to the Loan perps
• Verify that the prep you selected has been added to the Loan perps + all the siblings
• Verify that only the prep you selected from the non conso has been added to the Loan perps + the prep from the conso COG and all its siblings

---

Adding COG record sets is working now.

In all the cases the preps are being grouped together only when appropriate 👍👍👍

fixed

[grantfitzsimmons]

@CarolineDenis This PR does not follow the requirements as they were written– can you write a brief summary of what was skipped and why?

Re: #5422

Not for my personal reference, but for the record