[Shopify] Automatic Transaction Posting

src/Apps/W1/Shopify/App/src/Document Links/Codeunits/ShpfyDocumentLinkMgt.Codeunit.al

@@ -5,9 +5,11 @@
 
 namespace Microsoft.Integration.Shopify;
 
+using Microsoft.Finance.GeneralLedger.Journal;
 using Microsoft.Sales.Document;
 using Microsoft.Sales.History;
 using Microsoft.Sales.Posting;
+using Microsoft.Warehouse.Activity;
 
 codeunit 30262 "Shpfy Document Link Mgt."
 {
@@ -63,18 +65,64 @@ codeunit 30262 "Shpfy Document Link Mgt."
     end;
 
     [EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post", 'OnAfterPostSalesDoc', '', true, false)]
-    local procedure OnAfterSalesPosting(var SalesHeader: Record "Sales Header"; PreviewMode: Boolean; SalesShptHdrNo: Code[20]; SalesInvHdrNo: Code[20]; RetRcpHdrNo: Code[20]; SalesCrMemoHdrNo: Code[20])
+    local procedure OnAfterSalesPosting(var SalesHeader: Record "Sales Header"; PreviewMode: Boolean; CommitIsSuppressed: Boolean; InvtPickPutaway: Boolean; SalesShptHdrNo: Code[20]; SalesInvHdrNo: Code[20]; RetRcpHdrNo: Code[20]; SalesCrMemoHdrNo: Code[20])
     var
-        SalesShipmentHeader: Record "Sales Shipment Header";
-        SalesInvoiceLine: Record "Sales Invoice Line";
-        SalesShipments: List of [Code[20]];
+        ShpfyAutoPostTransactions: Codeunit "Shpfy Auto Post Transactions";
     begin
         if SalesHeader.IsTemporary() then
             exit;
 
         if PreviewMode then
             exit;
 
+        CreateDocLinksToBCDocs(SalesHeader, SalesShptHdrNo, SalesInvHdrNo, RetRcpHdrNo, SalesCrMemoHdrNo);
+
+        if CommitIsSuppressed or InvtPickPutaway then
+            exit;
+
+        // CreateDocLinksToBCDocs can open a write transaction after Sales-Post's final commit.
+        // Flush those links before invoking the isolated Codeunit.Run posting operations.
+        Commit();
+        ShpfyAutoPostTransactions.AutoPostTransactions(SalesInvHdrNo, SalesCrMemoHdrNo, HasJournalPermissions());
+    end;
+
+    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Whse.-Activity-Post", 'OnAfterPostWhseActivityCompleted', '', false, false)]
+    local procedure OnAfterPostWhseActivityCompleted(WhseActivHeader: Record "Warehouse Activity Header"; var SalesHeader: Record "Sales Header"; SuppressCommit: Boolean; IsPreview: Boolean)
+    var
+        ShpfyAutoPostTransactions: Codeunit "Shpfy Auto Post Transactions";
+    begin
+        if not (WhseActivHeader.Type in [WhseActivHeader.Type::"Invt. Pick", WhseActivHeader.Type::"Invt. Put-away"]) then
+            exit;
+        if SuppressCommit or IsPreview or (SalesHeader."Last Posting No." = '') then
+            exit;
+
+        Commit();
+        case SalesHeader."Document Type" of
+            SalesHeader."Document Type"::Order,
+            SalesHeader."Document Type"::Invoice:
+                ShpfyAutoPostTransactions.AutoPostTransactions(SalesHeader."Last Posting No.", '', HasJournalPermissions());
+            SalesHeader."Document Type"::"Return Order",
+            SalesHeader."Document Type"::"Credit Memo":
+                ShpfyAutoPostTransactions.AutoPostTransactions('', SalesHeader."Last Posting No.", HasJournalPermissions());
+        end;
+    end;
+
+    local procedure HasJournalPermissions(): Boolean
+    var
+        GenJournalBatch: Record "Gen. Journal Batch";
+        GenJournalLine: Record "Gen. Journal Line";
+    begin
+        exit(
+            GenJournalBatch.ReadPermission() and GenJournalBatch.WritePermission() and
+            GenJournalLine.ReadPermission() and GenJournalLine.WritePermission());
+    end;
+
+    local procedure CreateDocLinksToBCDocs(var SalesHeader: Record "Sales Header"; SalesShptHdrNo: Code[20]; SalesInvHdrNo: Code[20]; RetRcpHdrNo: Code[20]; SalesCrMemoHdrNo: Code[20])
+    var
+        SalesShipmentHeader: Record "Sales Shipment Header";
+        SalesInvoiceLine: Record "Sales Invoice Line";
+        SalesShipments: List of [Code[20]];
+    begin
         DocLinkToBCDoc.SetRange("Document Type", ShpfyBCDocumentTypeConvert.Convert(SalesHeader."Document Type"));
         DocLinkToBCDoc.SetRange("Document No.", SalesHeader."No.");
         DocLinkToBCDoc.SetCurrentKey("Document Type", "Document No.");

src/Apps/W1/Shopify/App/src/PermissionSets/ShpfyObjects.PermissionSet.al

@@ -103,6 +103,10 @@ permissionset 30104 "Shpfy - Objects"
         report "Shpfy Translator" = X,
         codeunit "Company Details Checklist Item" = X,
         codeunit "Shpfy Authentication Mgt." = X,
+        codeunit "Shpfy Auto Gen. Jnl.-Post" = X,
+        codeunit "Shpfy Auto Post Eligibility" = X,
+        codeunit "Shpfy Auto Post Finalize" = X,
+        codeunit "Shpfy Auto Post Transactions" = X,
         codeunit "Shpfy Background Syncs" = X,
         codeunit "Shpfy Balance Today" = X,
         codeunit "Shpfy Base64" = X,
@@ -301,6 +305,7 @@ permissionset 30104 "Shpfy - Objects"
         page "Shpfy Customers" = X,
         page "Shpfy Data Capture List" = X,
         page "Shpfy Disputes" = X,
+        page "Shpfy Filter Transactions" = X,
         page "Shpfy Fulfillment Order Card" = X,
         page "Shpfy Fulfillment Order Lines" = X,
         page "Shpfy Fulfillment Orders" = X,

src/Apps/W1/Shopify/App/src/Transactions/Codeunits/ShpfyAutoGenJnlPost.Codeunit.al

@@ -0,0 +1,89 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+
+namespace Microsoft.Integration.Shopify;
+
+using Microsoft.Finance.GeneralLedger.Journal;
+using Microsoft.Finance.GeneralLedger.Posting;
+
+/// <summary>
+/// Codeunit Shpfy Auto Gen. Jnl.-Post (ID 30422).
+/// Creates a dedicated, single-use journal batch (cloned from the configured one) and builds the general
+/// journal line(s) for a single Shopify order/refund payment transaction into it. It is invoked through
+/// Codeunit.Run so that any failure while creating the batch or building lines is trapped and rolled back
+/// without leaving a batch or line behind. While bound, it also pre-confirms the "posting after working
+/// date" prompt so the automatic posting stays non-interactive.
+/// </summary>
+codeunit 30422 "Shpfy Auto Gen. Jnl.-Post"
+{
+    Access = Internal;
+    EventSubscriberInstance = Manual;
+    TableNo = "Shpfy Order Transaction";
+
+    trigger OnRun()
+    begin
+        CreateBatchAndBuildLines(Rec);
+    end;
+
+    var
+        PaymentMethodMapping: Record "Shpfy Payment Method Mapping";
+        PostingDate: Date;
+        IsolatedTemplateName: Code[10];
+        IsolatedBatchName: Code[10];
+
+    internal procedure SetParameters(NewPaymentMethodMapping: Record "Shpfy Payment Method Mapping"; NewPostingDate: Date)
+    begin
+        PaymentMethodMapping := NewPaymentMethodMapping;
+        PostingDate := NewPostingDate;
+        Clear(IsolatedTemplateName);
+        Clear(IsolatedBatchName);
+    end;
+
+    internal procedure GetIsolatedBatch(var NewTemplateName: Code[10]; var NewBatchName: Code[10])
+    begin
+        NewTemplateName := IsolatedTemplateName;
+        NewBatchName := IsolatedBatchName;
+    end;
+
+    local procedure CreateBatchAndBuildLines(var OrderTransaction: Record "Shpfy Order Transaction")
+    var
+        SuggestPayments: Report "Shpfy Suggest Payments";
+    begin
+        CreateIsolatedBatch();
+        SuggestPayments.SetJournalParameters(IsolatedTemplateName, IsolatedBatchName, PostingDate);
+        SuggestPayments.GetOrderTransactions(OrderTransaction);
+        SuggestPayments.CreateGeneralJournalLines();
+    end;
+
+    local procedure CreateIsolatedBatch()
+    var
+        ConfiguredBatch: Record "Gen. Journal Batch";
+        IsolatedBatch: Record "Gen. Journal Batch";
+    begin
+        ConfiguredBatch.Get(PaymentMethodMapping."Auto-Post Jnl. Template", PaymentMethodMapping."Auto-Post Jnl. Batch");
+        IsolatedBatch := ConfiguredBatch;
+        IsolatedBatch.Name := GetUniqueBatchName(ConfiguredBatch."Journal Template Name");
+        IsolatedBatch.Insert(true);
+        IsolatedTemplateName := IsolatedBatch."Journal Template Name";
+        IsolatedBatchName := IsolatedBatch.Name;
+    end;
+
+    local procedure GetUniqueBatchName(TemplateName: Code[10]): Code[10]
+    var
+        ExistingBatch: Record "Gen. Journal Batch";
+        CandidateName: Code[10];
+    begin
+        repeat
+            CandidateName := CopyStr('SHPFY' + CopyStr(DelChr(Format(CreateGuid()), '=', '{}-'), 1, 5), 1, 10);
+        until not ExistingBatch.Get(TemplateName, CandidateName);
+        exit(CandidateName);
+    end;
+
+    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Gen. Jnl.-Post Batch", 'OnBeforeCheckLine', '', false, false)]
+    local procedure PreconfirmWorkingDateOnBeforeCheckLine(var PostingAfterWorkingDateConfirmed: Boolean)
+    begin
+        PostingAfterWorkingDateConfirmed := true;
+    end;
+}

src/Apps/W1/Shopify/App/src/Transactions/Codeunits/ShpfyAutoPostEligibility.Codeunit.al

@@ -0,0 +1,85 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+
+namespace Microsoft.Integration.Shopify;
+
+using Microsoft.Sales.Document;
+using Microsoft.Sales.History;
+
+/// <summary>
+/// Codeunit Shpfy Auto Post Eligibility (ID 30424).
+/// Keeps automatic-posting and transaction-list filtering predicates aligned.
+/// </summary>
+codeunit 30424 "Shpfy Auto Post Eligibility"
+{
+    Access = Internal;
+
+    internal procedure IsReadyToPost(OrderTransaction: Record "Shpfy Order Transaction"; var PaymentMethodMapping: Record "Shpfy Payment Method Mapping"): Boolean
+    begin
+        exit(
+            GetPaymentMethodMapping(OrderTransaction, PaymentMethodMapping) and
+            IsMappingConfigured(PaymentMethodMapping) and
+            IsTransactionPostable(OrderTransaction));
+    end;
+
+    internal procedure GetPaymentMethodMapping(OrderTransaction: Record "Shpfy Order Transaction"; var PaymentMethodMapping: Record "Shpfy Payment Method Mapping"): Boolean
+    begin
+        exit(PaymentMethodMapping.Get(OrderTransaction.Shop, OrderTransaction.Gateway, OrderTransaction."Credit Card Company"));
+    end;
+
+    internal procedure IsMappingConfigured(PaymentMethodMapping: Record "Shpfy Payment Method Mapping"): Boolean
+    begin
+        exit(
+            PaymentMethodMapping."Post Automatically" and
+            (PaymentMethodMapping."Auto-Post Jnl. Template" <> '') and
+            (PaymentMethodMapping."Auto-Post Jnl. Batch" <> ''));
+    end;
+
+    internal procedure IsTransactionPostable(OrderTransaction: Record "Shpfy Order Transaction"): Boolean
+    begin
+        if OrderTransaction.Status <> OrderTransaction.Status::Success then
+            exit(false);
+        if not (OrderTransaction.Type in [OrderTransaction.Type::Capture, OrderTransaction.Type::Sale, OrderTransaction.Type::Refund]) then
+            exit(false);
+
+        OrderTransaction.CalcFields(Used);
+        if OrderTransaction.Used then
+            exit(false);
+        if OpenSalesDocumentExists(OrderTransaction) then
+            exit(false);
+        exit(PostedDocumentExists(OrderTransaction));
+    end;
+
+    local procedure OpenSalesDocumentExists(OrderTransaction: Record "Shpfy Order Transaction"): Boolean
+    var
+        SalesHeader: Record "Sales Header";
+    begin
+        if OrderTransaction.Type = OrderTransaction.Type::Refund then begin
+            if OrderTransaction."Refund Id" = 0 then
+                exit(true);
+            SalesHeader.SetRange("Shpfy Refund Id", OrderTransaction."Refund Id");
+            exit(not SalesHeader.IsEmpty());
+        end;
+
+        if OrderTransaction."Shopify Order Id" = 0 then
+            exit(true);
+        SalesHeader.SetRange("Shpfy Order Id", OrderTransaction."Shopify Order Id");
+        exit(not SalesHeader.IsEmpty());
+    end;
+
+    local procedure PostedDocumentExists(OrderTransaction: Record "Shpfy Order Transaction"): Boolean
+    var
+        SalesCrMemoHeader: Record "Sales Cr.Memo Header";
+        SalesInvoiceHeader: Record "Sales Invoice Header";
+    begin
+        if OrderTransaction.Type = OrderTransaction.Type::Refund then begin
+            SalesCrMemoHeader.SetRange("Shpfy Refund Id", OrderTransaction."Refund Id");
+            exit(not SalesCrMemoHeader.IsEmpty());
+        end;
+
+        SalesInvoiceHeader.SetRange("Shpfy Order Id", OrderTransaction."Shopify Order Id");
+        exit(not SalesInvoiceHeader.IsEmpty());
+    end;
+}

src/Apps/W1/Shopify/App/src/Transactions/Codeunits/ShpfyAutoPostFinalize.Codeunit.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.Integration.Shopify;
+
+using Microsoft.Finance.GeneralLedger.Journal;
+
+/// <summary>
+/// Codeunit Shpfy Auto Post Finalize (ID 30423).
+/// Runs cleanup and skipped-record persistence in isolated, trappable transactions.
+/// </summary>
+codeunit 30423 "Shpfy Auto Post Finalize"
+{
+    Access = Internal;
+    TableNo = "Shpfy Order Transaction";
+    Permissions = tabledata "Gen. Journal Batch" = rimd,
+                  tabledata "Gen. Journal Line" = rimd;
+
+    trigger OnRun()
+    begin
+        if CleanupBatch then
+            RemoveIsolatedBatch();
+        if FailureReason <> '' then
+            LogFailure(Rec);
+    end;
+
+    var
+        TemplateName: Code[10];
+        BatchName: Code[10];
+        FailureReason: Text;
+        CleanupBatch: Boolean;
+
+    internal procedure SetCleanupParameters(NewTemplateName: Code[10]; NewBatchName: Code[10])
+    begin
+        TemplateName := NewTemplateName;
+        BatchName := NewBatchName;
+        CleanupBatch := true;
+        Clear(FailureReason);
+    end;
+
+    internal procedure SetFailureParameters(NewFailureReason: Text)
+    begin
+        Clear(TemplateName);
+        Clear(BatchName);
+        CleanupBatch := false;
+        FailureReason := NewFailureReason;
+    end;
+
+    local procedure RemoveIsolatedBatch()
+    var
+        IsolatedBatch: Record "Gen. Journal Batch";
+    begin
+        if IsolatedBatch.Get(TemplateName, BatchName) then
+            IsolatedBatch.Delete(true);
+    end;
+
+    local procedure LogFailure(OrderTransaction: Record "Shpfy Order Transaction")
+    var
+        Shop: Record "Shpfy Shop";
+        SkippedRecord: Codeunit "Shpfy Skipped Record";
+    begin
+        if Shop.Get(OrderTransaction.Shop) then
+            SkippedRecord.LogSkippedRecord(OrderTransaction."Shopify Transaction Id", OrderTransaction.RecordId, CopyStr(FailureReason, 1, 250), Shop);
+    end;
+}