How to default the Project Description with the "CustomerID" - acumatica

Question

I am attempting to insert the Customer ID at the beginning of the Project Description. I believe the two opportunities to do this are 1) upon selection of a customer and 2) upon selection of template if the customer has already been selected. I also believe that I want to extend the PM.ProjectEntry business logic. I am having two issues:
Using the same code from the source code in the extension is giving me an error when I try to select the customer record on the CustomerID field updated event. The error is identified in the code below.
I have an TemplateID field updated event and what I thought was an extension of the DefaultFromTemplateProjectSettings event. No errors but the description field does not get modified.
namespace PX.Objects.PM
{
public class ProjectEntry_Extension : PXGraphExtension<PX.Objects.PM.ProjectEntry>
{
#region Event Handlers
// Attempt to modify the project description line after a customer has been selected
protected virtual void _(Events.FieldUpdated<PMProject, PMProject.customerID> e, PXFieldUpdated baseMethod)
{
baseMethod(e.Cache, e.Args);
if (e.Row != null)
{
// Line 3 of this select statement errors with:
// Argument 1: cannot convert from 'PX.Objects.PM.ProjectEntry_Extension' to 'PX.Data.PXGraph'
Customer customer = new PXSelect<Customer,
Where<Customer.bAccountID,
Equal<Required<Customer.bAccountID>>>>(this).Select(e.Row.CustomerID);
if (customer != null)
{
e.Cache.SetValueExt<PMProject.description>(e.Row, customer.AcctCD + " " + e.Row.Description);
}
}
}
// Two attempts to modify the project descrition after the project template has been selected
// Neither of these two codes error, they just don't update the project description field
// "customer.AcctCD" would be determined similar to the above process that currently errors
protected virtual void DefaultFromTemplateProjectSettings(PMProject prj, PMProject templ)
{
prj.Description = "customer.AcctCD" + ": " + templ.Description;
}
protected virtual void _(Events.FieldUpdated<PMProject, PMProject.templateID> e, PXFieldUpdated baseMethod)
{
baseMethod(e.Cache, e.Args);
if (e.Row != null)
{
e.Cache.SetValueExt<PMProject.description>(e.Row, "customer.AcctCD" + ": " + e.Row.Description);
}
}
#endregion
}
}
In the PM.ProjectEntry business logic, I found the following:
protected virtual void OnDefaultFromTemplateTasksInserted(ProjectEntry target, Dictionary<int, int> taskMap)
{
//this method is used to extend DefaultFromTemplate in Customizations.
}
So, I tried the following in my customization. There are no errors but it doesn't alter the project description when the template is selected.
protected virtual void OnDefaultFromTemplateTasksInserted(PMProject prj, PMProject templ, Dictionary<int, int> taskMap)
{
prj.Description = "CustomerID: " + templ.Description;
}
Without the "CustomerID: ", that is the line of code used in the DefaultFromTemplateProjectSettings object.

Answer 1

Regarding the first error, you simply need to change the line
Customer customer = new PXSelect<Customer,
Where<Customer.bAccountID,
Equal<Required<Customer.bAccountID>>>>(this).Select(e.Row.CustomerID);
to
Customer customer = new PXSelect<Customer,
Where<Customer.bAccountID,
Equal<Required<Customer.bAccountID>>>>(this.Base).Select(e.Row.CustomerID);
You need to pass the PXGraph instance to the PXSelect constructor and you currently are passing this which is PXGraphExtension.
Regarding the second part, I don't think anonymous event handlers have the concept of the BaseMethod, so I would try to remove the second parameter of that function.

Answer 2

With a little help I have a solution.
namespace PX.Objects.PM
{
public class ProjectEntry_Extension : PXGraphExtension<PX.Objects.PM.ProjectEntry>
{
#region Event Handlers
// Attempt to modify the project description line after a customer has been selected
protected virtual void _(Events.FieldUpdated<PMProject, PMProject.customerID> e, PXFieldUpdated baseMethod)
{
baseMethod(e.Cache, e.Args);
if (e.Row != null) // attempted to prevent repatition -- && e.Row.Description.IndexOf(":") > 0
{
Customer customer = new PXSelect<Customer,
Where<Customer.bAccountID,
Equal<Required<Customer.bAccountID>>>>(this.Base).Select(e.Row.CustomerID);
if (customer != null)
{
e.Cache.SetValueExt<PMProject.description>(e.Row, customer.AcctCD + ": " + e.Row.Description);
}
}
}
// Attempt to modify the project description line after a template has been selected
public delegate void DefaultFromTemplateDelegate(PMProject prj, int? templateID, ProjectEntry.DefaultFromTemplateSettings settings);
[PXOverride]
public void DefaultFromTemplate(PMProject prj, int? templateID, ProjectEntry.DefaultFromTemplateSettings settings, DefaultFromTemplateDelegate baseMethod)
{
baseMethod(prj, templateID, settings);
if (Base.Project.Current.CustomerID != null)
{
Customer customer = new PXSelect<Customer,
Where<Customer.bAccountID,
Equal<Required<Customer.bAccountID>>>>(this.Base).Select(prj.CustomerID);
if (customer != null)
{
Base.Project.Current.Description = customer?.AcctCD + ": " + Base.Project.Current.Description;
}
}
}
#endregion
}
}