Fix: Update conditional statement for COG inheritance to allow DwC Archive update

[CarolineDenis]

Fixes #8411

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

• Go to User Tools
• Click on either Create DwC Archive or Update RSS Feed
• Check notifications
• Verify it works

Summary by CodeRabbit

• Bug Fixes
  • Restricted inheritance queries to supported table and field combinations.
  • Field names are now handled consistently regardless of capitalization.
  • Unsupported tables or requests without a catalog number are now safely ignored.

[github-actions]

Warning

One or more dependencies are approaching or past End-of-Life.
Please plan upgrades accordingly.

STATUS=WARNING
NODE_VERSION=20
NODE_CYCLE=20
EOL_DATE=2026-04-30
DAYS_REMAINING=-103

--- Node.js ---
Version: 20
EOL: 2026-04-30
Status: WARNING

STATUS=OK
PYTHON_VERSION=3.12
PYTHON_CYCLE=3.12
EOL_DATE=2028-10-31
DAYS_REMAINING=812

--- Python ---
Version: 3.12
EOL: 2028-10-31
Status: OK

STATUS=WARNING
DJANGO_VERSION=4.2
DJANGO_CYCLE=4.2
EOL_DATE=2026-04-07
DAYS_REMAINING=-126

--- Django ---
Version: 4.2
EOL: 2026-04-07
Status: WARNING

[coderabbitai]

No actionable comments were generated in the recent review. 🎉

ℹ️ Recent review info

⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro Plus

Run ID: c0cb1384-34df-4e16-8e4f-78c56c4ef4fc

📥 Commits

Reviewing files that changed from the base of the PR and between b181624 and 8508f1f.

📒 Files selected for processing (1)

• specifyweb/backend/inheritance/api.py

🚧 Files skipped from review as they are similar to previous changes (1)

• specifyweb/backend/inheritance/api.py

---

📝 Walkthrough

Walkthrough

Changes

The inheritance query processor now normalizes requested field names to lowercase. Processing continues only for table 1 requests that include catalognumber; other requests return do_nothing.

Inheritance query processing

Layer / File(s)	Summary
Tighten processor eligibility specifyweb/backend/inheritance/api.py	The processor lowercases field names, requires table 1 and catalognumber, and uses the normalized field name for index lookup.

🚥 Pre-merge checks | ✅ 4 | ❌ 2

❌ Failed checks (2 warnings)

Check name	Status	Explanation	Resolution
Automatic Tests	⚠️ Warning	The PR changes backend query eligibility and field normalization, but only modifies api.py; existing COG tests are unchanged and the checklist leaves automated tests unchecked.	Add a regression test for lowercase catalognumber input and the table/field eligibility conditions, then run the relevant stored-query test.
Testing Instructions	⚠️ Warning	The steps name both affected User Tools actions, but “either” does not require testing both and “check notifications” lacks explicit success criteria for the asynchronous operations.	Test Create DwC Archive and Update RSS Feed separately; wait for completion and verify “DwCA export completed” and “RSS Export feed has been updated,” with no failure notification.

✅ Passed checks (4 passed)

Check name	Status	Explanation
Description Check	✅ Passed	Check skipped - CodeRabbit’s high-level summary is enabled.
Title check	✅ Passed	The title clearly describes the conditional update for COG inheritance that enables DwC Archive and RSS Feed operations.
Linked Issues check	✅ Passed	The targeted conditional change addresses the catalog-number eligibility failure reported in issue [#8411].
Out of Scope Changes check	✅ Passed	The pull request changes one inheritance eligibility condition and contains no unrelated modifications.

✨ Finishing Touches

🧪 Generate unit tests (beta)

• Create PR with unit tests
• Commit unit tests in branch issue-8411

---

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[coderabbitai]

Actionable comments posted: 1

🤖 Prompt for all review comments with AI agents

Verify each finding against current code. Fix only still-valid issues, skip the
rest with a brief reason, keep changes minimal, and validate.

Inline comments:
In `@specifyweb/backend/inheritance/api.py`:
- Line 44: Use one canonical spelling for the catalog-number field in the
inheritance check and the subsequent .index lookup: update the logic around
first_field_names and its lookup so both use the repository’s normalized
field-name convention, allowing valid CollectionObject requests to proceed with
inheritance processing.

🪄 Autofix

Fix all unresolved CodeRabbit comments on this PR:

• Push a commit to this branch (recommended)
• Create a new PR with the fixes

---

ℹ️ Review info

⚙️ Run configuration

Configuration used: Organization UI

Review profile: CHILL

Plan: Pro Plus

Run ID: 02467e56-8190-4e86-a3d2-3ebfb48de9df

📥 Commits

Reviewing files that changed from the base of the PR and between 2948e3d and b181624.

📒 Files selected for processing (1)

• specifyweb/backend/inheritance/api.py

[emenslin]

• Verify it works

Looks good, can export DwcA without error