Combine expense activity history and AI-assisted policy evaluation

src/Apps/W1/ExpenseAgent/app/app.json

@@ -134,7 +134,7 @@
     },
     {
       "from": 7073,
-      "to": 7103
+      "to": 7126
     }
   ],
   "features": [

src/Apps/W1/ExpenseAgent/app/src/APIs/ActivityLog/ExpenseActivityLogAPI.Page.al

@@ -0,0 +1,230 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.ExpenseAgent;
+
+page 7122 "Expense Activity Log API"
+{
+    APIGroup = 'expense';
+    APIPublisher = 'microsoft';
+    APIVersion = 'beta';
+    EntityCaption = 'Expense Activity Log Entry';
+    EntitySetCaption = 'Expense Activity Log Entries';
+    EntityName = 'expenseActivityLogEntry';
+    EntitySetName = 'expenseActivityLogEntries';
+    PageType = API;
+    DelayedInsert = true;
+    SourceTable = "Expense Activity Log Entry";
+    ODataKeyFields = SystemId;
+    DataAccessIntent = ReadOnly;
+    Editable = false;
+    InsertAllowed = false;
+    ModifyAllowed = false;
+    DeleteAllowed = false;
+    Extensible = false;
+    AboutText = 'Provides activity history when scoped through an expense report, posted expense report, or expense user. Direct unscoped access is not allowed. Expense user history requires the historyActorRole filter.';
+
+    layout
+    {
+        area(Content)
+        {
+            repeater(General)
+            {
+                field(id; Rec.SystemId)
+                {
+                    Caption = 'ID';
+                }
+                field(entryNumber; Rec."Entry No.")
+                {
+                    Caption = 'Entry Number';
+                }
+                field(sourceTableId; Rec."Source Table ID")
+                {
+                    Caption = 'Source Table ID';
+                }
+                field(sourceId; Rec."Source Record System ID")
+                {
+                    Caption = 'Source ID';
+                }
+                field(subjectTableId; Rec."Subject Table ID")
+                {
+                    Caption = 'Subject Table ID';
+                }
+                field(subjectId; Rec."Subject System ID")
+                {
+                    Caption = 'Subject ID';
+                }
+                field(documentNumber; Rec."Document No.")
+                {
+                    Caption = 'Document Number';
+                }
+                field(documentDescription; Rec."Document Description")
+                {
+                    Caption = 'Document Description';
+                }
+                field(eventType; Rec."Event Type")
+                {
+                    Caption = 'Event Type';
+                }
+                field(occurredAt; Rec."Occurred At")
+                {
+                    Caption = 'Occurred At';
+                }
+                field(initiatedBy; Rec."Initiated By")
+                {
+                    Caption = 'Initiated By';
+                }
+                field(actorRole; Rec."Actor Role")
+                {
+                    Caption = 'Actor Role';
+                }
+                field(actorTableId; Rec."Actor Table ID")
+                {
+                    Caption = 'Actor Table ID';
+                }
+                field(actorId; Rec."Actor Record System ID")
+                {
+                    Caption = 'Actor ID';
+                }
+                field(actorDisplayName; Rec."Actor Display Name")
+                {
+                    Caption = 'Actor Display Name';
+                }
+                field(comment; Rec.Comment)
+                {
+                    Caption = 'Comment';
+                }
+                field(amountLCY; Rec."Amount (LCY)")
+                {
+                    Caption = 'Amount (LCY)';
+                }
+                field(currencyLCY; CurrencyLCY)
+                {
+                    Caption = 'Currency (LCY)';
+                }
+                field(nonRefundableAmountLCY; Rec."Non-Refundable Amount (LCY)")
+                {
+                    Caption = 'Non-Refundable Amount (LCY)';
+                }
+                field(reimbursableAmount; Rec."Reimbursable Amount")
+                {
+                    Caption = 'Reimbursable Amount';
+                }
+                field(reimbursableAmountLCY; Rec."Reimbursable Amount (LCY)")
+                {
+                    Caption = 'Reimbursable Amount (LCY)';
+                }
+                field(refundableAmount; Rec."Refundable Amount")
+                {
+                    Caption = 'Refundable Amount';
+                }
+                field(refundableAmountLCY; Rec."Refundable Amount (LCY)")
+                {
+                    Caption = 'Refundable Amount (LCY)';
+                }
+                field(reimbursementCurrencyCode; ReimbursementCurrencyCode)
+                {
+                    Caption = 'Reimbursement Currency Code';
+                }
+                field(reimbursementCurrencyFactor; Rec."Reimbursement Currency Factor")
+                {
+                    Caption = 'Reimbursement Currency Factor';
+                }
+                field(categories; Rec.Categories)
+                {
+                    Caption = 'Categories';
+                }
+                field(attachedReceiptCount; Rec."Attached Receipt Count")
+                {
+                    Caption = 'Attached Receipt Count';
+                }
+                field(expenseCount; Rec."Expense Count")
+                {
+                    Caption = 'Expense Count';
+                }
+                field(historyActorRole; Rec."History Actor Role Filter")
+                {
+                    Caption = 'History Actor Role';
+                }
+            }
+        }
+    }
+
+    var
+        CurrencyHelper: Codeunit "Expense API Currency Helper";
+        CurrencyLCY: Code[10];
+        HistoryScopeApplied: Boolean;
+        ReimbursementCurrencyCode: Code[10];
+        HistoryActorRoleRequiredErr: Label 'The historyActorRole filter must be specified as Submitter or Approver.';
+        ActivityScopeRequiredErr: Label 'Activity log entries must be requested through an expense report, posted expense report, or expense user.';
+
+    trigger OnInit()
+    var
+        ExpenseAgentAPIValidation: Codeunit "Expense Agent API Validation";
+    begin
+        ExpenseAgentAPIValidation.VerifyAgentAccess();
+    end;
+
+    trigger OnOpenPage()
+    begin
+        // Avoid JIT load consistency errors by including fields read in OnAfterGetRecord in the initial record buffer.
+        Rec.AddLoadFields("Reimbursement Currency Code");
+    end;
+
+    trigger OnAfterGetRecord()
+    begin
+        Clear(CurrencyLCY);
+        Clear(ReimbursementCurrencyCode);
+        if Rec."Event Type" in [Rec."Event Type"::Submitted, Rec."Event Type"::Resubmitted, Rec."Event Type"::Posted] then begin
+            CurrencyLCY := CurrencyHelper.GetCurrencyCodeForAPI('');
+            ReimbursementCurrencyCode := CurrencyHelper.GetCurrencyCodeForAPI(Rec."Reimbursement Currency Code");
+        end;
+    end;
+
+    trigger OnFindRecord(Which: Text): Boolean
+    begin
+        ApplyHistoryScope();
+        exit(Rec.Find(Which));
+    end;
+
+    local procedure ApplyHistoryScope()
+    var
+        OriginalFilterGroup: Integer;
+        HasHistoryActorFilters: Boolean;
+        HasSourceFilters: Boolean;
+        HistoryActorRoleFilter: Text;
+    begin
+        if HistoryScopeApplied then
+            exit;
+
+        OriginalFilterGroup := Rec.FilterGroup();
+        HistoryActorRoleFilter := Rec.GetFilter("History Actor Role Filter");
+        Rec.FilterGroup(4);
+        HasSourceFilters :=
+            (Rec.GetFilter("Source Table ID") <> '') and
+            (Rec.GetFilter("Source Record System ID") <> '');
+        HasHistoryActorFilters :=
+            (Rec.GetFilter("History Actor Table ID Filter") <> '') and
+            (Rec.GetFilter("History Actor System ID Filter") <> '');
+        if HistoryActorRoleFilter = '' then
+            HistoryActorRoleFilter := Rec.GetFilter("History Actor Role Filter");
+        Rec.FilterGroup(0);
+        if HasHistoryActorFilters then begin
+            if HistoryActorRoleFilter <> '' then begin
+                Rec.SetCurrentKey("Occurred At", "Entry No.");
+                Rec.Ascending(false);
+                Rec.SetRange("History Subject Match", true)
+            end else
+                Error(HistoryActorRoleRequiredErr);
+        end else
+            if HasSourceFilters then begin
+                Rec.SetCurrentKey("Source Table ID", "Source Record System ID", "Occurred At", "Entry No.");
+                Rec.Ascending(false);
+            end else
+                Error(ActivityScopeRequiredErr);
+        Rec.FilterGroup(OriginalFilterGroup);
+        HistoryScopeApplied := true;
+    end;
+
+}

src/Apps/W1/ExpenseAgent/app/src/APIs/ExpensePoliciesAPI.Page.al

@@ -0,0 +1,67 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.ExpenseAgent;
+
+page 7104 "Expense Policies API"
+{
+    APIGroup = 'expense';
+    APIPublisher = 'microsoft';
+    APIVersion = 'beta';
+    EntityCaption = 'Expense Policy';
+    EntitySetCaption = 'Expense Policies';
+    DelayedInsert = true;
+    EntityName = 'expensePolicy';
+    EntitySetName = 'expensePolicies';
+    PageType = API;
+    ODataKeyFields = SystemId;
+    SourceTable = "Expense Policy";
+    AboutText = 'Provides access to data from the Expense Policy table';
+    InsertAllowed = false;
+    ModifyAllowed = false;
+    DeleteAllowed = false;
+    Editable = false;
+
+    layout
+    {
+        area(Content)
+        {
+            repeater(General)
+            {
+                field(id; Rec.SystemId)
+                {
+                    Caption = 'Id';
+                    Editable = false;
+                }
+                field(expenseCategoryCode; Rec."Expense Category Code")
+                {
+                    Caption = 'Expense Category Code';
+                }
+                field(lineNo; Rec."Line No.")
+                {
+                    Caption = 'Line No.';
+                }
+                field(description; Rec.Description)
+                {
+                    Caption = 'Description';
+                }
+                field(policyText; Rec."Policy Text")
+                {
+                    Caption = 'Policy Text';
+                }
+                field(enabled; Rec.Enabled)
+                {
+                    Caption = 'Enabled';
+                }
+            }
+        }
+    }
+
+    trigger OnInit()
+    var
+        ExpenseAgentAPIValidation: Codeunit "Expense Agent API Validation";
+    begin
+        ExpenseAgentAPIValidation.VerifyAgentAccess();
+    end;
+}

src/Apps/W1/ExpenseAgent/app/src/APIs/ExpensePolicyFlagsAPI.Page.al

@@ -0,0 +1,90 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.ExpenseAgent;
+
+page 7125 "Expense Policy Flags API"
+{
+    APIGroup = 'expense';
+    APIPublisher = 'microsoft';
+    APIVersion = 'beta';
+    EntityCaption = 'Expense Policy Flag';
+    EntitySetCaption = 'Expense Policy Flags';
+    DelayedInsert = true;
+    EntityName = 'expensePolicyFlag';
+    EntitySetName = 'expensePolicyFlags';
+    PageType = API;
+    ODataKeyFields = SystemId;
+    SourceTable = "Expense Policy Flag";
+    AboutText = 'Provides access to data from the Expense Policy Flag table';
+    InsertAllowed = true;
+    ModifyAllowed = false;
+    DeleteAllowed = false;
+
+    layout
+    {
+        area(Content)
+        {
+            repeater(General)
+            {
+                field(id; Rec.SystemId)
+                {
+                    Caption = 'Id';
+                    Editable = false;
+                }
+                field(subjectSystemId; Rec."Subject System Id")
+                {
+                    Caption = 'Subject System Id';
+                }
+                field(subjectType; Rec."Subject Type")
+                {
+                    Caption = 'Subject Type';
+                }
+                field(subjectVersion; Rec."Subject Version")
+                {
+                    Caption = 'Subject Version';
+                    Editable = false;
+                }
+                field(expenseCategoryCode; Rec."Expense Category Code")
+                {
+                    Caption = 'Expense Category Code';
+                    Editable = false;
+                }
+                field(policySystemId; Rec."Policy System Id")
+                {
+                    Caption = 'Policy System Id';
+                }
+                field(policyVersion; Rec."Policy Version")
+                {
+                    Caption = 'Policy Version';
+                    Editable = false;
+                }
+                field(isCurrent; Rec."Is Current")
+                {
+                    Caption = 'Is Current';
+                    Editable = false;
+                }
+                field(reason; Rec."Reason")
+                {
+                    Caption = 'Reason';
+                }
+                field(flaggedAt; Rec."Flagged At")
+                {
+                    Caption = 'Flagged At';
+                }
+                field(compliant; Rec."Compliant")
+                {
+                    Caption = 'Compliant';
+                }
+            }
+        }
+    }
+
+    trigger OnInit()
+    var
+        ExpenseAgentAPIValidation: Codeunit "Expense Agent API Validation";
+    begin
+        ExpenseAgentAPIValidation.VerifyAgentAccess();
+    end;
+}