Improve Preparation form links to Interactions

[grantfitzsimmons]

Fixes #6112

Checklist

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

Before

You could not see any linked disposals or exchanges. Interactions that were empty still displayed with no results.

After

• Interactions are only shown when they are linked to a Preparation
  • If none are linked, it shows "There are no interactions linked to this preparation"
• When clicking on the "Show Interactions" button, the user should see all associated
  • Resolved Loans
  • Unresolved Loans
  • Gifts
  • Disposals
  • Exchange Out
  • Exchange In

Screen.Recording.2025-01-17.at.11.06.02.AM.mov

Testing instructions

You will need to make sure you have the "Show Interactions" / "Show Loans" button on the Preparation form to test this properly. If you do not already, here is the XML to add:

 <cell type="command" id="ShowLoansBtn" name="ShowLoansBtn" label="SHOW_INTERACTIONS" ignore="true"/>

• Create a new CO with a memorable catalog number (you'll need it)
  No Interactions:
• Create a new Preparation, give it a large count, and save
• Click on the 'Show Interactions' button and see that "There are no interactions linked to this preparation." displays
  Gift:
• Create a new Loan using the catalog number
• Select some portion of your preparation's available count and create the loan
• Go back to the Preparation and click on the 'Show Interactions' button– see it appears under "Open Loans"
• Resolve the loan
• Go back to the Preparation and click on the 'Show Interactions' button– see it appears under "Resolved Loans"
  Gift:
• Create a new Gift using the catalog number
• Select some portion of your preparation's available count and create the gift
• Go back to the Gift and click on the 'Show Interactions' button– see it appears under "Gift"
  Exchange Out:
• Create a new Exchange Out using the catalog number
• Select some portion of your preparation's available count and create the Exchange Out
• Go back to the Exchange Out and click on the 'Show Interactions' button– see it appears under "Exchange Out"
  Exchange In:
• Create a new Exchange In using the catalog number
• Select some portion of your preparation's available count and create the Exchange In
• Go back to the Exchange In and click on the 'Show Interactions' button– see it appears under "Exchange In"
  Disposal:
• Create a new Disposal using the catalog number
• Select some portion of your preparation's available count and create the Disposal
• Go back to the Disposal and click on the 'Show Interactions' button– see it appears under "Disposal"

Test this by using a combination of various interactions and preparations. Involve the preparation in multiple interactions of the same type. Verify that existing preparations linked to interactions appear as expected. Compare the behavior to production and let me know if this is undesirable.

• OK I did it

If anyone is interested in updating the documentation for this, I would appreciate it. Thank you!

[grantfitzsimmons]

@melton-jason Even when I do git checkout e1a61345410416f65fe5c5d7832ad0d1c01c47e1, I don't see what you show in your video. Could you check it out (when we have time near 7.13)?

[bhumikaguptaa]

• Create a new CO with a memorable catalog number (you'll need it)
  No Interactions:
• Create a new Preparation, give it a large count, and save
• Click on the 'Show Interactions' button and see that "There are no interactions linked to this preparation." displays
  Gift:
• Create a new Loan using the catalog number
• Select some portion of your preparation's available count and create the loan
• Go back to the Preparation and click on the 'Show Interactions' button– see it appears under "Open Loans."
• Resolve the loan
• Go back to the Preparation and click on the 'Show Interactions' button– see it appears under "Resolved Loans."

Every time I try to return a loan in the pop-up window instead of opening the form completely, the screen freezes.

Secondly, the resolved loan records do not appear under "Resolved loans" as a separate category, they are just a part of the Loans overall.

Gift:

• Create a new Gift using the catalog number
• Select some portion of your preparation's available count and create the gift
• Go back to the Gift and click on the 'Show Interactions' button– see it appears under "Gift"
  Exchange Out:
• Create a new Exchange Out using the catalog number
• Select some portion of your preparation's available count and create the Exchange Out
• Go back to the Exchange Out and click on the 'Show Interactions' button– see it appears under "Exchange Out"
  Exchange In:
• Create a new Exchange In using the catalog number
• Select some portion of your preparation's available count and create the Exchange In
• Go back to the Exchange In and click on the 'Show Interactions' button– see it appears under "Exchange In"
  Disposal:
• Create a new Disposal using the catalog number
• Select some portion of your preparation's available count and create the Disposal
• Go back to the Disposal and click on the 'Show Interactions' button– see it appears under "Disposal"

Test this by using a combination of various interactions and preparations. Involve the preparation in multiple interactions of the same type. Verify that existing preparations linked to interactions appear as expected. Compare the behavior to production and let me know if this is undesirable.

• OK I did it

Overall everything works except the loan features.
Link to DB: https://ojsmnh20250909-issue-6108.test.specifysystems.org/specify/view/collectionobject/454948/
Catalog number used in DB: 000005037

[CarolineDenis]

@bhumikaguptaa, I cannot reproduce the freeze issue. Could you try again?

[bhumikaguptaa]

• Create a new CO with a memorable catalog number (you'll need it)
  No Interactions:
• Create a new Preparation, give it a large count, and save
• Click on the 'Show Interactions' button and see that "There are no interactions linked to this preparation." displays
  Gift:
• Create a new Loan using the catalog number
• Select some portion of your preparation's available count and create the loan
• [ X] Go back to the Preparation and click on the 'Show Interactions' button– see it appears under "Open Loans"
• Resolve the loan
• Go back to the Preparation and click on the 'Show Interactions' button– see it appears under "Resolved Loans"
  Gift:
• Create a new Gift using the catalog number
• Select some portion of your preparation's available count and create the gift
• Go back to the Gift and click on the 'Show Interactions' button– see it appears under "Gift"
  Exchange Out:
• Create a new Exchange Out using the catalog number
• Select some portion of your preparation's available count and create the Exchange Out
• Go back to the Exchange Out and click on the 'Show Interactions' button– see it appears under "Exchange Out"
  Exchange In:
• Create a new Exchange In using the catalog number
• Select some portion of your preparation's available count and create the Exchange In
• Go back to the Exchange In and click on the 'Show Interactions' button– see it appears under "Exchange In"
  Disposal:
• Create a new Disposal using the catalog number
• Select some portion of your preparation's available count and create the Disposal
• Go back to the Disposal and click on the 'Show Interactions' button– see it appears under "Disposal"

Test this by using a combination of various interactions and preparations. Involve the preparation in multiple interactions of the same type. Verify that existing preparations linked to interactions appear as expected. Compare the behavior to production and let me know if this is undesirable.

• OK I did it

--
Everything mentioned in the checklist is working and looks good! Unsure what caused for the page to freeze last time.

--
I noticed an error unrelated to the checklist that is not getting recreated in 7.11.4 but I get an error message on the Branch.

Screen.Recording.2026-03-17.at.1.50.51.PM.mov

Error message: Specify 7 Crash Report - 2026-03-17T14_29_56.750Z.txt
Link: https://ojsmnh20251211-issue-6108.test.specifysystems.org/specify/overlay/interactions/create/Loan/