A series is a product line / extrusion profile system. Pricing, designs, and the
rules that pick parts are all defined per series. The Series screen is the administrative
home of a series: its identity and defaults on the Header tab, and everything that
makes it buildable on nine more tabs.

What, where, who, when, why

Layout

Left rail: Search box, the series list (ID, Description), and
New / Copy / Delete buttons. Right: ten tabs — Header · Shapes · Openings ·
Open/Shape · Family · Coupler/Mullion · Designs · RO Adj · Glazing Thickness · Rules.
All tabs except Header stay disabled until you select a series.

Header tab

Top strip: ID (read-only), Name, Description; checkboxes
Active, Made In, I/O Any?; and Order (display order). Then five
collapsible panels:

Automatic behaviors: ticking Made In hides the Supplier panel and saves Supplier ID
as 0; the sub-routine radio shows Global + ID (editable only when Global is
ticked); switching Metric/Imperial mid-edit does not lose values — both unit copies
are saved.

Warn when no NFRC/CPD code

When an item is saved, the designer can warn that no NFRC/CPD code was found for this
item and offer to cancel the save. This warning is off unless the series asks for
it — tick Warn when no NFRC/CPD code on the series whose products actually carry
NFRC labels.

Two things must both be true for the warning to appear:

1. the company preference Use NFRC is on, and
2. the item’s series has Warn when no NFRC/CPD code ticked.

Worked example — adding a vinyl sliding patio door series

The plant adds a vinyl sliding patio door line it extrudes itself. One person spends an
afternoon on the Header tab so the designer offers sane defaults from the first item
onward:

After Save assigns the series ID, the real work begins on the other tabs —
openings and their pricing, designs, and the rules that pick parts. Copy from the
closest existing vinyl series first: the deep copy brings shapes, openings, designs and
rules across, and you edit the differences instead of starting from zero.

Working with series

• Create: New → the form blanks with Active pre-ticked → fill in the
  header → Save. The server assigns the ID. Then configure the other tabs.
• Edit: select a series → Edit → change → Save (or Cancel to
  reload the stored values).
• Copy: select → Copy → confirm. A full deep copy is made on the
  server — header plus shapes, openings, opening-shape pricing, matrix links, designs,
  design families, RO adjustments, coupler/mullions, and rules — and the new series is
  selected for you. Use it to start a new series from a similar one.
• Delete: select → Delete → confirm. A soft delete — the series is
  marked inactive and leaves the list, but stays in the database; it cannot be undone
  from this screen.

Caution: the sub-routine radio moves records between screens. Saving a
series as an Options or Rules Sub-Routine removes it from this list — it now belongs to the
Sub-Routines screen (and vice versa).

Tables behind this screen

The tables the Series screen reads or writes. Global = the shared
openjanela schema; tenant = your company’s
openjanela_partner_* schema.

Series Copy deep-copies all of the tenant rows above (except
rule_answers) into the new series.

Series categories — series_category

Tenant table feeding the Header Category combo. Names and rows vary by company;
a representative set (the acs tenant):

The series_type column is what the seriestype column of the
global position/test dictionaries refers to (1 = operable product, 2 = glass, 3 = parts,
4 = profiles, 5 = service, 9 = entrance door, 12 = custom parts).

Shape catalog — type_shape

62 shapes, one checkbox per row on the Shapes tab (checked ids are stored per series in
series_valid_shapes). Grouped by id: 1 Rectangle; 10 None (the
no-shape placeholder); 90–93 Pentagon/Hexagon/Octagon; 100–115 rakes, leans
and trapezoids (incl. parallelogram and trapezoid orientation variants); 150–165
peak, partial and double rakes; 200–205 half/quarter rounds; 300–305 arcs;
400–402 ellipses; 450–461 Gothic variants; 700–706 triangles;
800–802 circle/ovals. All rows are selectable.

Opening-type catalog — type_opening

133 opening types, one checkbox per row on the Openings tab (stored in
series_valid_openings); also the Open/Shape Opening type combo and the
Rule-Tests opening lists. Families by id range: