[Enforced Digital Vouchers] - Attaching E-Documents when using Digital Vouchers

Apps/W1/EnforcedDigitalVouchers/app/Permissions/DigitalVoucherObjects.PermissionSet.al

@@ -12,15 +12,16 @@ permissionset 5583 "Digital Voucher - Objects"
     Permissions = table "Digital Voucher Entry Setup" = X,
                   table "Digital Voucher Setup" = X,
                   table "Voucher Entry Source Code" = X,
-                  page "Digital Voucher Entry Setup" = X,
-                  page "Digital Voucher Setup" = X,
-                  page "Digital Voucher Guide" = X,
-                  page "Voucher Entry Source Codes" = X,
-                  codeunit "Voucher Attach Or Note Check" = X,
+                  codeunit "Digital Voucher Entry" = X,
+                  codeunit "Digital Voucher Feature" = X,
+                  codeunit "Digital Voucher Impl." = X,
                   codeunit "Voucher Attachment Check" = X,
+                  codeunit "Voucher Attach Or Note Check" = X,
+                  codeunit "Voucher E-Document Check" = X,
                   codeunit "Voucher No Check" = X,
                   codeunit "Voucher Unknown Check" = X,
-                  codeunit "Digital Voucher Impl." = X,
-                  codeunit "Digital Voucher Feature" = X,
-                  codeunit "Digital Voucher Entry" = X;
+                  page "Digital Voucher Entry Setup" = X,
+                  page "Digital Voucher Guide" = X,
+                  page "Digital Voucher Setup" = X,
+                  page "Voucher Entry Source Codes" = X;
 }

Apps/W1/EnforcedDigitalVouchers/app/app.json

@@ -11,7 +11,14 @@
   "url": "https://go.microsoft.com/fwlink/?LinkId=724011",
   "logo": "ExtensionLogo.png",
   "contextSensitiveHelpUrl": "https://go.microsoft.com/fwlink/?linkid=2204541",
-  "dependencies": [],
+  "dependencies": [
+    {
+      "id": "e1d97edc-c239-46b4-8d84-6368bdf67c8b",
+      "name": "E-Document Core",
+      "publisher": "Microsoft",
+      "version": "28.0.0.0"
+    }
+  ],
   "screenshots": [],
   "platform": "28.0.0.0",
   "internalsVisibleTo": [
@@ -20,6 +27,11 @@
       "name": "Enforced Digital Vouchers Test Library",
       "publisher": "Microsoft"
     },
+    {
+      "id": "f0eb8756-ea72-4ef8-b0de-686d2a44b259",
+      "name": "Enforced Digital Vouchers Tests",
+      "publisher": "Microsoft"
+    },
     {
       "id": "bb837764-d7cc-4b7b-898a-3ea5a1fab62f",
       "name": "Enforced Digital Vouchers (DK)",
@@ -42,4 +54,4 @@
   },
   "application": "29.0.0.0",
   "target": "Cloud"
-}
+}

Apps/W1/EnforcedDigitalVouchers/app/src/EntrySetup/DigitalVoucherEntrySetup.Table.al

@@ -21,9 +21,26 @@ table 5579 "Digital Voucher Entry Setup"
         }
         field(2; "Check Type"; Enum "Digital Voucher Check Type")
         {
+            trigger OnValidate()
+            var
+                CheckTypeEDocErr: Label '%1 %2 is available only for %3 %4 or %5.', Comment = '%1 - Check type field caption, %2 - Check type value, %3 - Entry type field caption, %4 - Entry type value, %5 - Entry type value';
+            begin
+                if "Check Type" = "Check Type"::"E-Document" then begin
+                    if not ("Entry Type" in ["Entry Type"::"Sales Document", "Entry Type"::"Purchase Document"]) then
+                        Error(CheckTypeEDocErr, FieldCaption("Check Type"), "Check Type"::"E-Document", FieldCaption("Entry Type"), "Entry Type"::"Sales Document", "Entry Type"::"Purchase Document");
+                    "Generate Automatically" := true;
+                end;
+            end;
         }
         field(3; "Generate Automatically"; Boolean)
         {
+            trigger OnValidate()
+            var
+                GenerateAutoMustBeEnabledErr: Label 'Generate Automatically must be enabled when %1 is %2.', Comment = '%1 - Check type field caption, %2 - Check type value';
+            begin
+                if ("Check Type" = "Check Type"::"E-Document") and (not "Generate Automatically") then
+                    Error(GenerateAutoMustBeEnabledErr, FieldCaption("Check Type"), "Check Type"::"E-Document");
+            end;
         }
         field(4; "Skip If Manually Added"; Boolean)
         {
@@ -47,4 +64,4 @@ table 5579 "Digital Voucher Entry Setup"
             Clustered = true;
         }
     }
-}
+}

Apps/W1/EnforcedDigitalVouchers/app/src/Extensions/DigVoucherIncDocAttach.TableExt.al

@@ -12,5 +12,9 @@ tableextension 5582 "Dig. Voucher Inc. Doc. Attach." extends "Incoming Document
         {
             DataClassification = SystemMetadata;
         }
+        field(5583; "Is E-Document"; Boolean)
+        {
+            DataClassification = SystemMetadata;
+        }
     }
 }

Apps/W1/EnforcedDigitalVouchers/app/src/Implementation/DigitalVoucherCheckType.Enum.al

@@ -26,4 +26,9 @@ enum 5580 "Digital Voucher Check Type" implements "Digital Voucher Check"
         Caption = 'Attachment or Note';
         Implementation = "Digital Voucher Check" = "Voucher Attach Or Note Check";
     }
+    value(3; "E-Document")
+    {
+        Caption = 'E-Document';
+        Implementation = "Digital Voucher Check" = "Voucher E-Document Check";
+    }
 }

Apps/W1/EnforcedDigitalVouchers/app/src/Implementation/DigitalVoucherImpl.Codeunit.al

@@ -8,6 +8,7 @@ using Microsoft.Finance.GeneralLedger.Journal;
 using Microsoft.Finance.GeneralLedger.Ledger;
 using Microsoft.Finance.GeneralLedger.Posting;
 using Microsoft.Finance.GeneralLedger.Reports;
+using System.Telemetry;
 using Microsoft.Foundation.AuditCodes;
 using Microsoft.Foundation.Reporting;
 using Microsoft.Purchases.Document;
@@ -24,6 +25,7 @@ using Microsoft.Service.History;
 using Microsoft.Service.Posting;
 using System.Email;
 using System.Environment.Configuration;
+using System.IO;
 using System.Media;
 using System.Reflection;
 using System.Utilities;
@@ -266,6 +268,143 @@ codeunit 5579 "Digital Voucher Impl."
         exit(not IncomingDocumentAttachment.IsEmpty());
     end;
 
+    local procedure AttachIncomingEDocument(EDocument: Record "E-Document"; SourceDocumentHeader: RecordRef; var TempBlob: Codeunit "Temp Blob")
+    var
+        DigitalVoucherEntrySetup: Record "Digital Voucher Entry Setup";
+        IncomingDocumentAttachment: Record "Incoming Document Attachment";
+        EDocumentHelper: Codeunit "E-Document Processing";
+        ImportAttachmentIncDoc: Codeunit "Import Attachment - Inc. Doc.";
+        FeatureTelemetry: Codeunit "Feature Telemetry";
+        FileNameTok: Label 'E-Document_%1.xml', Locked = true;
+        RecordLinkTxt: Text;
+    begin
+        if not DigitalVoucherFeature.IsFeatureEnabled() then
+            exit;
+
+        GetDigitalVoucherEntrySetup(DigitalVoucherEntrySetup, "Digital Voucher Entry Type"::"Sales Document");
+        if DigitalVoucherEntrySetup."Check Type" <> DigitalVoucherEntrySetup."Check Type"::"E-Document" then
+            exit;
+
+        if not (EDocument."Document Type" in [
+            EDocument."Document Type"::"Sales Invoice",
+            EDocument."Document Type"::"Sales Credit Memo",
+            EDocument."Document Type"::"Sales Order",
+            EDocument."Document Type"::"Sales Quote",
+            EDocument."Document Type"::"Sales Return Order"]) then
+            exit;
+
+        RecordLinkTxt := EDocumentHelper.GetRecordLinkText(EDocument);
+        IncomingDocumentAttachment.SetRange("Document No.", EDocument."Document No.");
+        IncomingDocumentAttachment.SetRange("Posting Date", EDocument."Posting Date");
+        IncomingDocumentAttachment.SetContentFromBlob(TempBlob);
+        if not ImportAttachmentIncDoc.ImportAttachment(IncomingDocumentAttachment, StrSubstNo(FileNameTok, RecordLinkTxt), TempBlob) then begin
+            FeatureTelemetry.LogError('', 'E-Documents', 'AttachIncomingEDocument', GetLastErrorText(true), GetLastErrorCallStack());
+            exit;
+        end;
+
+        IncomingDocumentAttachment."Is E-Document" := true;
+        IncomingDocumentAttachment.Modify(false);
+    end;
+
+    local procedure AttachOutgoingEDocument(var EDocument: Record "E-Document"; PostedRecord: Variant)
+    var
+        DigitalVoucherEntrySetup: Record "Digital Voucher Entry Setup";
+        VoucherEDocumentCheck: Codeunit "Voucher E-Document Check";
+        RecRef: RecordRef;
+        DocNo: Code[20];
+        PostingDate: Date;
+        DocType: Text;
+    begin
+        if not DigitalVoucherFeature.IsFeatureEnabled() then
+            exit;
+
+        GetDigitalVoucherEntrySetup(DigitalVoucherEntrySetup, "Digital Voucher Entry Type"::"Purchase Document");
+        if DigitalVoucherEntrySetup."Check Type" <> DigitalVoucherEntrySetup."Check Type"::"E-Document" then
+            exit;
+
+        if not (EDocument."Document Type" in [
+            EDocument."Document Type"::"Purchase Invoice",
+            EDocument."Document Type"::"Purchase Credit Memo",
+            EDocument."Document Type"::"Purchase Order",
+            EDocument."Document Type"::"Purchase Quote",
+            EDocument."Document Type"::"Purchase Return Order"]) then
+            exit;
+
+        RecRef.GetTable(PostedRecord);
+        DigitalVoucherEntry.GetDocNoAndPostingDateFromRecRef(DocType, DocNo, PostingDate, RecRef);
+        AttachPurchaseEDocument(EDocument, DocNo, PostingDate);
+    end;
+
+    local procedure AttachPurchaseEDocument(EDocument: Record "E-Document"; DocumentNo: Code[20]; PostingDate: Date)
+    var
+        EDocDataStorage: Record "E-Doc. Data Storage";
+        IncomingDocumentAttachment: Record "Incoming Document Attachment";
+        ImportAttachmentIncDoc: Codeunit "Import Attachment - Inc. Doc.";
+        TempBlob: Codeunit "Temp Blob";
+        FeatureTelemetry: Codeunit "Feature Telemetry";
+        EDocumentFileNameLbl: Label 'E-Document_%1.%2', Comment = '%1 = E-Document Entry No., %2 = File Format', Locked = true;
+        FileName: Text[250];
+    begin
+        if EDocument."Unstructured Data Entry No." = 0 then
+            exit;
+
+        if not EDocDataStorage.Get(EDocument."Unstructured Data Entry No.") then
+            exit;
+
+        TempBlob := EDocDataStorage.GetTempBlob();
+        if not TempBlob.HasValue() then
+            exit;
+
+        if EDocument."File Name" <> '' then
+            FileName := CopyStr(EDocument."File Name", 1, MaxStrLen(FileName))
+        else
+            FileName := StrSubstNo(EDocumentFileNameLbl, EDocument."Entry No", EDocDataStorage."File Format");
+
+        IncomingDocumentAttachment.SetRange("Document No.", DocumentNo);
+        IncomingDocumentAttachment.SetRange("Posting Date", PostingDate);
+        IncomingDocumentAttachment.SetContentFromBlob(TempBlob);
+        if not ImportAttachmentIncDoc.ImportAttachment(IncomingDocumentAttachment, FileName, TempBlob) then begin
+            FeatureTelemetry.LogError('', 'E-Documents', 'AttachPurchaseEDocument', GetLastErrorText(true), GetLastErrorCallStack());
+            exit;
+        end;
+
+        IncomingDocumentAttachment."Is E-Document" := true;
+        IncomingDocumentAttachment.Modify(false);
+
+        if EDocDataStorage."File Format" = EDocDataStorage."File Format"::PDF then begin
+            FileName := StrSubstNo(EDocumentFileNameLbl, EDocument."Entry No", EDocDataStorage."File Format"::XML);
+            ExtractXMLFromPDF(TempBlob, FileName, IncomingDocumentAttachment);
+        end;
+    end;
+
+    local procedure ExtractXMLFromPDF(var TempBlob: Codeunit System.Utilities."Temp Blob"; FileName: Text[250]; var IncomingDocumentAttachment: Record "Incoming Document Attachment")
+    var
+        ImportAttachmentIncDoc: Codeunit "Import Attachment - Inc. Doc.";
+        PDFDocument: Codeunit "PDF Document";
+        ExtractedXmlBlob: Codeunit "Temp Blob";
+        FeatureTelemetry: Codeunit "Feature Telemetry";
+        PdfInStream: InStream;
+    begin
+        TempBlob.CreateInStream(PdfInStream);
+        if not PDFDocument.GetDocumentAttachmentStream(PdfInStream, ExtractedXmlBlob) then begin
+            FeatureTelemetry.LogError('', 'E-Documents', 'ExtractXMLFromPDF', GetLastErrorText(true), GetLastErrorCallStack());
+            exit;
+        end;
+
+        if not ExtractedXmlBlob.HasValue() then
+            exit;
+
+        IncomingDocumentAttachment.Default := false;
+        IncomingDocumentAttachment."Main Attachment" := false;
+        if not ImportAttachmentIncDoc.ImportAttachment(IncomingDocumentAttachment, FileName, ExtractedXmlBlob) then begin
+            FeatureTelemetry.LogError('', 'E-Documents', 'ExtractXMLFromPDF', GetLastErrorText(true), GetLastErrorCallStack());
+            exit;
+        end;
+
+        IncomingDocumentAttachment."Is E-Document" := true;
+        IncomingDocumentAttachment.Modify(false);
+    end;
+
     local procedure FilterIncomingDocumentRecordFromRecordRef(var IncomingDocumentAttachment: Record "Incoming Document Attachment"; var IncomingDocument: Record "Incoming Document"; MainRecordRef: RecordRef): Boolean
     begin
         Clear(IncomingDocument);
@@ -677,6 +816,7 @@ codeunit 5579 "Digital Voucher Impl."
     local procedure ExcludeDigitalVouchersOnAttachIncomingDocumentsOnAfterSetFilter(var IncomingDocumentAttachment: Record "Incoming Document Attachment")
     begin
         IncomingDocumentAttachment.SetRange("Is Digital Voucher", false);
+        IncomingDocumentAttachment.SetRange("Is E-Document", false);
     end;
 
     [EventSubscriber(ObjectType::Table, Database::"Digital Voucher Setup", 'OnBeforeDeleteEvent', '', false, false)]
@@ -699,6 +839,21 @@ codeunit 5579 "Digital Voucher Impl."
             CopyDigitalVoucherToCorrectiveDocument("Digital Voucher Entry Type"::"Sales Document", SalesInvoiceHeader, SalesHeader."No.", SalesHeader."Posting Date");
     end;
 
+    [EventSubscriber(ObjectType::Codeunit, Codeunit::"E-Doc. Export", OnExportEDocumentAfterCreateEDocument, '', false, false)]
+    local procedure EDocExportOnExportEDocumentAfterCreateEDocument(EDocument: Record "E-Document"; SourceDocumentHeaderMapped: RecordRef; SourceDocumentLineMapped: RecordRef; var TempBlob: Codeunit "Temp Blob"; Success: Boolean)
+    begin
+        if not Success then
+            exit;
+
+        AttachIncomingEDocument(EDocument, SourceDocumentHeaderMapped, TempBlob);
+    end;
+
+    [EventSubscriber(ObjectType::Codeunit, Codeunit::"E-Document Subscribers", OnAfterUpdateToPostedPurchaseEDocument, '', false, false)]
+    local procedure EDocumentSubscribers_OnAfterUpdateToPostedPurchaseEDocument(var EDocument: Record "E-Document"; PostedRecord: Variant; DocumentType: Enum "E-Document Type")
+    begin
+        AttachOutgoingEDocument(EDocument, PostedRecord);
+    end;
+
     [IntegrationEvent(false, false)]
     local procedure OnGenerateDigitalVoucherForDocumentOnCaseElse(RecRef: RecordRef)
     begin

Apps/W1/EnforcedDigitalVouchers/app/src/Implementation/VoucherEDocumentCheck.Codeunit.al

@@ -0,0 +1,61 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.EServices.EDocument;
+
+using System.Utilities;
+
+codeunit 5588 "Voucher E-Document Check" implements "Digital Voucher Check"
+{
+    Access = Internal;
+
+    /// <summary>
+    /// Validates that an E-Document is attached to the document before posting.
+    /// Only applies to Purchase Documents when the Digital Voucher feature is enabled and Check Type is set to E-Document.
+    /// </summary>
+    /// <param name="ErrorMessageMgt">Error message management for logging validation errors.</param>
+    /// <param name="DigitalVoucherEntryType">The type of digital voucher entry being validated.</param>
+    /// <param name="RecRef">Record reference to the document being validated.</param>
+    internal procedure CheckVoucherIsAttachedToDocument(var ErrorMessageMgt: Codeunit "Error Message Management"; DigitalVoucherEntryType: Enum "Digital Voucher Entry Type"; RecRef: RecordRef)
+    var
+        DigitalVoucherEntrySetup: Record "Digital Voucher Entry Setup";
+        EDocument: Record "E-Document";
+        DigitalVoucherFeature: Codeunit "Digital Voucher Feature";
+        DigitalVoucherImpl: Codeunit "Digital Voucher Impl.";
+        NotPossibleToPostWithoutEDocumentErr: Label 'Not possible to post without linking an E-Document.';
+    begin
+        if not DigitalVoucherFeature.IsFeatureEnabled() then
+            exit;
+
+        if DigitalVoucherEntryType <> DigitalVoucherEntryType::"Purchase Document" then
+            exit;
+
+        DigitalVoucherImpl.GetDigitalVoucherEntrySetup(DigitalVoucherEntrySetup, DigitalVoucherEntryType);
+        if DigitalVoucherEntrySetup."Check Type" <> DigitalVoucherEntrySetup."Check Type"::"E-Document" then
+            exit;
+
+        EDocument.SetRange("Document Record ID", RecRef.RecordId());
+        if EDocument.IsEmpty() then begin
+            ErrorMessageMgt.LogSimpleErrorMessage(NotPossibleToPostWithoutEDocumentErr);
+            exit;
+        end;
+    end;
+
+    /// <summary>
+    /// Generates a digital voucher for a posted document by delegating to the Attachment check type implementation.
+    /// This procedure retrieves the digital voucher entry setup and invokes the attachment-based voucher generation.
+    /// </summary>
+    /// <param name="DigitalVoucherEntryType">The type of digital voucher entry for the posted document.</param>
+    /// <param name="RecRef">Record reference to the posted document.</param>
+    internal procedure GenerateDigitalVoucherForPostedDocument(DigitalVoucherEntryType: Enum "Digital Voucher Entry Type"; RecRef: RecordRef)
+    var
+        DigitalVoucherEntrySetup: Record "Digital Voucher Entry Setup";
+        DigitalVoucherImpl: Codeunit "Digital Voucher Impl.";
+        DigitalVoucherCheck: Interface "Digital Voucher Check";
+    begin
+        DigitalVoucherImpl.GetDigitalVoucherEntrySetup(DigitalVoucherEntrySetup, DigitalVoucherEntryType);
+        DigitalVoucherCheck := DigitalVoucherEntrySetup."Check Type"::Attachment;
+        DigitalVoucherCheck.GenerateDigitalVoucherForPostedDocument(DigitalVoucherEntrySetup."Entry Type", RecRef);
+    end;
+}

Apps/W1/EnforcedDigitalVouchers/digital-voucher.code-workspace

@@ -0,0 +1,14 @@
+{
+	"folders": [
+		{
+			"path": "app"
+		},
+		{
+			"path": "test"
+		},
+		{
+			"path": "test library"
+		}
+	],
+	"settings": {}
+}