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Add Release action to Deposits processing screen with status filtering #1

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Add Release action to Deposits processing screen with status filtering #1

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6ce2da0
Initial plan
Copilot Mar 26, 2026
c4d467b
Add Release Deposits action to processing screen
Copilot Mar 26, 2026
520d18e
Filter out already-released deposits when Release action is selected
Copilot Mar 26, 2026
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38 changes: 37 additions & 1 deletion PrintSendProcess.cs
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Original file line number Diff line number Diff line change
Expand Up @@ -2,6 +2,7 @@
using PX.Data.BQL.Fluent;
using PX.Objects.CA;

using System;
using System.Collections.Generic;

namespace SendEmailPrintReport
Expand All @@ -21,7 +22,7 @@ public class PrintSendProcessFilter : PXBqlTable, IBqlTable
#region ProcessingAction
[PXString]
[PXDefault("P")]
[PXStringList(new string[] { "P", "E" }, new string[] { "Print", "Email" })]
[PXStringList(new string[] { "P", "E", "R" }, new string[] { "Print", "Email", "Release" })]
[PXUIField(DisplayName = "Action")]
public virtual string ProcessingAction { get; set; }
public abstract class processingAction : PX.Data.BQL.BqlString.Field<processingAction> { }
Expand All @@ -44,6 +45,14 @@ public PrintSendProcess()
RecordsView.Cache.AllowDelete = false;

}
protected virtual void _(Events.RowSelecting<CADepositWithSelected> e)
{
if (e.Row != null && FilterView.Current?.ProcessingAction == "R"
&& e.Row.Status == CADocStatus.Released)
{
e.Cancel = true;
}
}
protected virtual void _(Events.RowSelected<PrintSendProcessFilter> e)
{
if (e.Row != null)
Expand All @@ -56,6 +65,10 @@ protected virtual void _(Events.RowSelected<PrintSendProcessFilter> e)
{
RecordsView.SetProcessDelegate(EmailRecords);
}
else if (e.Row.ProcessingAction == "R")
{
RecordsView.SetProcessDelegate(ReleaseRecords);
}
}
}

Expand Down Expand Up @@ -97,5 +110,28 @@ public static void EmailRecords(List<CADepositWithSelected> list)
PXProcessing.SetProcessed();
}
}
public static void ReleaseRecords(List<CADepositWithSelected> list)
{
var graph = PXGraph.CreateInstance<CADepositEntry>();
foreach (var recordToRelease in list)
{
PXProcessing.SetCurrentItem(recordToRelease);
try
{
graph.Clear();
graph.Document.Current = graph.Document.Search<CADeposit.refNbr>(recordToRelease.RefNbr, recordToRelease.DocType);
if (graph.Document.Current == null)
{
throw new PXException("Deposit {0} of type {1} was not found.", recordToRelease.RefNbr, recordToRelease.DocType);
}
graph.release.Press();
PXProcessing.SetProcessed();
}
catch (Exception e)
{
PXProcessing.SetError(e);
}
}
}
}
}