如何在销售订单界面CustomerID选择器中显示客户代码-名称-类别

问题背景 #

需求是在销售订单（Sales Order）界面的CustomerID选择器中，实现选择时显示「客户代码-客户名称-客户类别」，并将客户类别追加到选择器搜索描述末尾，使描述字段包含这三个元素。但自定义Field Selecting事件处理代码执行后界面无变化。

原始属性代码 #

[PXDefault]
[Customer(
typeof(Search<BAccountR.bAccountID, Where<True, Equal<True>>>), // TODO: remove fake Where after AC-101187
Visibility = PXUIVisibility.SelectorVisible,
DescriptionField = typeof(Customer.acctName),
Filterable = true)]
[CustomerOrOrganizationInNoUpdateDocRestrictor]
[PXRestrictor(typeof(Where<Optional<SOOrder.isTransferOrder>, Equal<True>,
Or<Customer.status, IsNull,
Or<Customer.status, Equal<CustomerStatus.active>,
Or<Customer.status, Equal<CustomerStatus.oneTime>,
Or<Customer.status, Equal<CustomerStatus.creditHold>>>>>>>>),
AR.Messages.CustomerIsInStatus,
typeof(Customer.status))]
[PXForeignReference(typeof(Field<SOOrder.customerID>.IsRelatedTo<BAccount.bAccountID>))]

自定义事件代码 #

// Custom field selecting to show concatenated description
protected virtual void _(Events.FieldSelecting<SOOrder, SOOrder.customerID> e)
{
    if (e.Row?.CustomerID == null) return;

    Customer customer = PXSelect<Customer,
        Where<Customer.bAccountID, Equal<Required<Customer.bAccountID>>>>
        .Select(Base, e.Row.CustomerID);

    BAccount account = PXSelect<BAccount,
        Where<BAccount.bAccountID, Equal<Required<BAccount.bAccountID>>>>
        .Select(Base, e.Row.CustomerID);

    if (customer != null && account != null)
    {
        string fullDescription = $"{account.AcctCD} - {account.AcctName}";
        if (!string.IsNullOrEmpty(customer.CustomerClassID))
            fullDescription += $" - {customer.CustomerClassID}";

        e.ReturnState = PXFieldState.CreateInstance(e.ReturnState, typeof(string), 
            false, false, null, null, null, null, null, null, 
            fullDescription, null, PXErrorLevel.Undefined, null, null, null, 
            PXUIVisibility.Undefined, null, null, null);
    }
}

问题原因分析 #

• 原事件仅处理已选择后字段的显示，未修改选择器下拉列表的显示逻辑，下拉列表仍沿用Customer属性默认的描述字段（AcctName）
• 单独查询Customer和BAccount会产生额外数据库请求，且未关联获取数据，存在性能损耗及数据不一致风险
• ReturnState参数设置不完整，未正确覆盖选择器的显示文本与描述规则

解决方案 #

方案一：修改Customer属性+优化FieldSelecting事件 #

修改Customer属性的查询逻辑，关联Customer表获取类别字段，同时指定选择器显示字段；再优化事件代码统一处理已选值和选择器描述：

修改后的属性代码

[PXDefault]
[Customer(
    typeof(Search<BAccountR.bAccountID, 
        LeftJoin<Customer, On<Customer.bAccountID, Equal<BAccountR.bAccountID>>>,
        Where<True, Equal<True>>>), // 保留原Where条件
    Visibility = PXUIVisibility.SelectorVisible,
    // 指定选择器下拉显示的字段：客户代码、客户名称、客户类别
    DisplayFields = new[] { typeof(BAccountR.acctCD), typeof(BAccountR.acctName), typeof(Customer.customerClassID) },
    DescriptionField = typeof(BAccountR.acctCD),
    Filterable = true)]
// 保留原有限制属性
[CustomerOrOrganizationInNoUpdateDocRestrictor]
[PXRestrictor(typeof(Where<Optional<SOOrder.isTransferOrder>, Equal<True>,
Or<Customer.status, IsNull,
Or<Customer.status, Equal<CustomerStatus.active>,
Or<Customer.status, Equal<CustomerStatus.oneTime>,
Or<Customer.status, Equal<CustomerStatus.creditHold>>>>>>>>),
AR.Messages.CustomerIsInStatus,
typeof(Customer.status))]
[PXForeignReference(typeof(Field<SOOrder.customerID>.IsRelatedTo<BAccount.bAccountID>))]

优化后的FieldSelecting事件

protected virtual void _(Events.FieldSelecting<SOOrder, SOOrder.customerID> e)
{
    if (e.Row == null || e.Row.CustomerID == null)
        return;

    // 关联查询一次性获取所有需要的数据，避免多次数据库请求
    var result = PXSelectJoin<BAccountR,
        LeftJoin<Customer, On<Customer.bAccountID, Equal<BAccountR.bAccountID>>>,
        Where<BAccountR.bAccountID, Equal<Required<BAccountR.bAccountID>>>>
        .Select(Base, e.Row.CustomerID);

    if (result == null)
        return;

    BAccountR account = result.GetItem<BAccountR>();
    Customer customer = result.GetItem<Customer>();

    string fullDescription = $"{account.AcctCD} - {account.AcctName}";
    if (customer != null && !string.IsNullOrEmpty(customer.CustomerClassID))
    {
        fullDescription += $" - {customer.CustomerClassID}";
    }

    // 正确覆盖显示文本与描述
    var state = (PXStringState)e.ReturnState;
    if (state != null)
    {
        state.DisplayText = fullDescription;
        e.ReturnState = state;
    }
}

方案二：使用PXSelectorAttribute自定义选择器（更灵活） #

如果Customer属性的默认限制较多，可直接用PXSelectorAttribute完全自定义选择器逻辑：

[PXDefault]
[PXSelector(
    typeof(Search<BAccountR.bAccountID, 
        LeftJoin<Customer, On<Customer.bAccountID, Equal<BAccountR.bAccountID>>>,
        Where<Optional<SOOrder.isTransferOrder>, Equal<True>,
            Or<Customer.status, IsNull,
            Or<Customer.status, Equal<CustomerStatus.active>,
            Or<Customer.status, Equal<CustomerStatus.oneTime>,
            Or<Customer.status, Equal<CustomerStatus.creditHold>>>>>>>>),
    // 下拉列表显示字段顺序
    new[] { typeof(BAccountR.acctCD), typeof(BAccountR.acctName), typeof(Customer.customerClassID) },
    // 拼接显示文本的字段
    typeof(BAccountR.acctCD), typeof(BAccountR.acctName), typeof(Customer.customerClassID),
    DescriptionField = typeof(BAccountR.acctCD),
    Filterable = true,
    Visibility = PXUIVisibility.SelectorVisible)]
[CustomerOrOrganizationInNoUpdateDocRestrictor]
[PXForeignReference(typeof(Field<SOOrder.customerID>.IsRelatedTo<BAccount.bAccountID>))]

同时保留方案一中优化后的FieldSelecting事件，确保已选值显示正确。

关键说明 #

1. 选择器下拉显示：必须通过DisplayFields指定要显示的字段，或在PXSelector构造函数中传入多个字段实现自动拼接
2. 已选值显示：通过FieldSelecting事件修改ReturnState的DisplayText，确保字段显示自定义拼接文本
3. 性能优化：使用关联查询（PXSelectJoin）一次性获取所有所需数据，避免多次数据库请求

内容的提问来源于stack exchange，提问作者Tharidhi P