[Payables Agent] Agent-driven line matching

src/Apps/W1/EDocument/App/Permissions/EDocCoreObjects.PermissionSet.al

@@ -103,6 +103,7 @@ permissionset 6100 "E-Doc. Core - Objects"
         codeunit "E-Doc. PO Copilot Matching" = X,
 #endif
         codeunit "E-Doc. Attachment Processor" = X,
+        codeunit "E-Doc. Hist. Line Data Loader" = X,
         codeunit "E-Doc. Message Mgt." = X,
         codeunit "Service Participant" = X,
         page "E-Doc. Changes Part" = X,
@@ -134,6 +135,7 @@ permissionset 6100 "E-Doc. Core - Objects"
         page "Service Participants" = X,
         page "E-Doc. Create Purch Order Line" = X,
         page "E-Doc. Purchase Draft Subform" = X,
+        page "E-Doc. Historical Lines List" = X,
         page "E-Doc. Read. Purch. Lines" = X,
         page "E-Doc. Readable Purchase Doc." = X,
         page "E-Document Purchase Draft" = X,

src/Apps/W1/EDocument/App/app.json

@@ -85,6 +85,10 @@
       "from": 6234,
       "to": 6234
     },
+    {
+      "from": 6244,
+      "to": 6249
+    },
     {
       "from": 6401,
       "to": 6411

src/Apps/W1/EDocument/App/src/Processing/Import/PrepareDraft/PreparePurchaseEDocDraft.Codeunit.al

@@ -7,6 +7,7 @@ namespace Microsoft.eServices.EDocument.Processing.Import;
 using Microsoft.eServices.EDocument;
 using Microsoft.eServices.EDocument.Processing.Interfaces;
 using Microsoft.Purchases.Vendor;
+using System.Config;
 
 codeunit 6125 "Prepare Purchase E-Doc. Draft" implements IProcessStructuredData
 {
@@ -16,7 +17,12 @@ codeunit 6125 "Prepare Purchase E-Doc. Draft" implements IProcessStructuredData
         PrepareDraftHelper: Codeunit "EDoc Prepare Purch. Draft";
 
     procedure PrepareDraft(EDocument: Record "E-Document"; EDocImportParameters: Record "E-Doc. Import Parameters"): Enum "E-Document Type"
+    var
+        FeatureConfiguration: Codeunit "Feature Configuration";
     begin
+        if FeatureConfiguration.GetConfiguration(AgentDrivenLineMatchingTok) = AgentDrivenTreatmentTok then
+            exit("E-Document Type"::"Purchase Invoice");
+
         PrepareDraftHelper.PrepareDraft(EDocument, EDocImportParameters);
         exit("E-Document Type"::"Purchase Invoice");
     end;
@@ -35,4 +41,8 @@ codeunit 6125 "Prepare Purchase E-Doc. Draft" implements IProcessStructuredData
     begin
         Vendor := PrepareDraftHelper.GetVendor(EDocument, Customizations);
     end;
+
+    var
+        AgentDrivenLineMatchingTok: Label 'PAAgentDrivenLineMatching', Locked = true;
+        AgentDrivenTreatmentTok: Label 'agent_driven', Locked = true;
 }

src/Apps/W1/EDocument/App/src/Processing/Import/Purchase/EDocPurchaseDraftSubform.Page.al

@@ -4,13 +4,18 @@
 // ------------------------------------------------------------------------------------------------
 namespace Microsoft.eServices.EDocument.Processing.Import.Purchase;
 
+using Microsoft.Bank.Reconciliation;
 using Microsoft.eServices.EDocument;
 using Microsoft.eServices.EDocument.Processing.Import;
+using Microsoft.Finance.Deferral;
 using Microsoft.Finance.Dimension;
+using Microsoft.Finance.GeneralLedger.Account;
+using Microsoft.Inventory.Item;
 using Microsoft.Inventory.Item.Catalog;
 using Microsoft.Purchases.Document;
 using Microsoft.Purchases.History;
 using Microsoft.Purchases.Setup;
+using System.Config;
 
 page 6183 "E-Doc. Purchase Draft Subform"
 {
@@ -322,19 +327,107 @@ page 6183 "E-Doc. Purchase Draft Subform"
                         Caption = 'Item References';
                         ToolTip = 'View item references for the vendor associated with this e-document.';
                         Image = Change;
+                        Scope = Repeater;
 
                         trigger OnAction()
                         var
                             ItemReference: Record "Item Reference";
                             ItemReferencePage: Page "Item Reference Entries";
                         begin
+                            EnsureEDocumentPurchaseHeader();
                             EDocumentPurchaseHeader.TestField("[BC] Vendor No.");
                             ItemReference.SetRange("Reference Type", ItemReference."Reference Type"::Vendor);
                             ItemReference.SetRange("Reference Type No.", EDocumentPurchaseHeader."[BC] Vendor No.");
                             ItemReferencePage.SetTableView(ItemReference);
                             ItemReferencePage.Run();
                         end;
                     }
+                    action(OpenTextToAccountMappings)
+                    {
+                        ApplicationArea = All;
+                        Caption = 'Text-to-Account Mappings';
+                        ToolTip = 'Opens the Text-to-Account Mapping filtered for the current vendor.';
+                        Image = MapAccounts;
+                        Scope = Repeater;
+                        Visible = AgentDrivenLineMatchingEnabled;
+
+                        trigger OnAction()
+                        var
+                            TextToAccountMapping: Record "Text-to-Account Mapping";
+                        begin
+                            EnsureEDocumentPurchaseHeader();
+                            EDocumentPurchaseHeader.TestField("[BC] Vendor No.");
+                            TextToAccountMapping.SetFilter("Vendor No.", '%1|%2', '', EDocumentPurchaseHeader."[BC] Vendor No.");
+                            Page.Run(Page::"Text-to-Account Mapping", TextToAccountMapping);
+                        end;
+                    }
+                    action(OpenHistoricalPurchaseLines)
+                    {
+                        ApplicationArea = All;
+                        Caption = 'Historical Purchase Lines';
+                        ToolTip = 'Opens historical purchase invoice lines to help match this draft line based on past invoices.';
+                        Image = History;
+                        Scope = Repeater;
+                        Visible = AgentDrivenLineMatchingEnabled;
+
+                        trigger OnAction()
+                        var
+                            TempPurchInvLine: Record "Purch. Inv. Line" temporary;
+                            EDocHistLineDataLoader: Codeunit "E-Doc. Hist. Line Data Loader";
+                            EDocHistoricalLinesList: Page "E-Doc. Historical Lines List";
+                        begin
+                            EnsureEDocumentPurchaseHeader();
+                            EDocumentPurchaseHeader.TestField("[BC] Vendor No.");
+                            EDocHistLineDataLoader.LoadHistoricalLines(TempPurchInvLine, EDocumentPurchaseHeader."[BC] Vendor No.", Rec."Product Code", Rec.Description);
+                            EDocHistoricalLinesList.SetRecords(TempPurchInvLine);
+                            EDocHistoricalLinesList.Run();
+                        end;
+                    }
+                    action(OpenChartOfAccounts)
+                    {
+                        ApplicationArea = All;
+                        Caption = 'Chart of Accounts';
+                        ToolTip = 'Opens the Chart of Accounts to look up G/L accounts for this line.';
+                        Image = ChartOfAccounts;
+                        Scope = Repeater;
+                        Visible = AgentDrivenLineMatchingEnabled;
+
+                        trigger OnAction()
+                        begin
+                            Page.Run(Page::"Chart of Accounts");
+                        end;
+                    }
+                    action(OpenItems)
+                    {
+                        ApplicationArea = All;
+                        Caption = 'Items';
+                        ToolTip = 'Opens the item list to look up items for this line.';
+                        Image = Item;
+                        Scope = Repeater;
+                        Visible = AgentDrivenLineMatchingEnabled;
+
+                        trigger OnAction()
+                        var
+                            Item: Record Item;
+                        begin
+                            Item.SetRange(Blocked, false);
+                            Page.Run(Page::"Item List", Item);
+                        end;
+                    }
+                    action(OpenDeferralTemplates)
+                    {
+                        ApplicationArea = All;
+                        Caption = 'Deferral Templates';
+                        ToolTip = 'Opens the list of deferral templates for assigning deferrals to this line.';
+                        Image = CalculateCalendar;
+                        Scope = Repeater;
+                        Visible = AgentDrivenLineMatchingEnabled;
+
+                        trigger OnAction()
+                        begin
+                            Page.Run(Page::"Deferral Template List");
+                        end;
+                    }
                 }
             }
         }
@@ -350,12 +443,17 @@ page 6183 "E-Doc. Purchase Draft Subform"
         AdditionalColumns, OrderMatchedCaption, MatchWarningsCaption, MatchWarningsStyleExpr, MatchedEntityName : Text;
         LineAmount: Decimal;
         DimVisible1, DimVisible2, HasAdditionalColumns, IsEDocumentMatchedToAnyPOLine, IsLineMatchedToOrderLine, IsLineMatchedToReceiptLine, HasEDocumentOrderMatchWarnings, VATProdPostGroupIsVisible : Boolean;
+        AgentDrivenLineMatchingEnabled: Boolean;
         HistoryCantBeRetrievedErr: Label 'The purchase invoice that matched historically with this line can''t be opened.';
+        EDocumentPurchaseHeaderNotFoundErr: Label 'The purchase header for this e-document could not be found.';
+        AgentDrivenLineMatchingTok: Label 'PAAgentDrivenLineMatching', Locked = true;
+        AgentDrivenTreatmentTok: Label 'agent_driven', Locked = true;
 
     trigger OnOpenPage()
     begin
         SetDimensionsVisibility();
         UpdatePOMatching();
+        SetAgentDrivenLineMatchingVisibility();
     end;
 
     trigger OnNewRecord(BelowxRec: Boolean)
@@ -371,7 +469,8 @@ page 6183 "E-Doc. Purchase Draft Subform"
 
     trigger OnAfterGetRecord()
     begin
-        if EDocumentPurchaseLine.Get(Rec."E-Document Entry No.", Rec."Line No.") then;
+        // Reuse the row already loaded into Rec instead of re-reading it from the database on every displayed line.
+        EDocumentPurchaseLine := Rec;
         AdditionalColumns := Rec.AdditionalColumnsDisplayText();
         MatchedEntityName := Rec.GetMatchedEntityName();
         SetHasAdditionalColumns();
@@ -394,6 +493,19 @@ page 6183 "E-Doc. Purchase Draft Subform"
         EDocumentPurchaseHeader := EDocPurchHeader;
     end;
 
+    local procedure EnsureEDocumentPurchaseHeader()
+    begin
+        if not EDocumentPurchaseHeader.Get(Rec."E-Document Entry No.") then
+            Error(EDocumentPurchaseHeaderNotFoundErr);
+    end;
+
+    local procedure SetAgentDrivenLineMatchingVisibility()
+    var
+        FeatureConfiguration: Codeunit "Feature Configuration";
+    begin
+        AgentDrivenLineMatchingEnabled := FeatureConfiguration.GetConfiguration(AgentDrivenLineMatchingTok) = AgentDrivenTreatmentTok;
+    end;
+
     local procedure SetDimensionsVisibility()
     var
         DimMgt: Codeunit DimensionManagement;