E-Document select line from history

src/Apps/W1/EDocument/App/src/Extensions/EDocPurchInvLine.TableExt.al

@@ -0,0 +1,37 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.Purchases.History;
+
+tableextension 6130 "E-Doc. Purch. Inv. Line" extends "Purch. Inv. Line"
+{
+    fields
+    {
+        field(6101; "Search Similarity Score"; Decimal)
+        {
+            AutoFormatExpression = '';
+            AutoFormatType = 1;
+            Caption = 'Search Similarity Score';
+            Editable = false;
+            DataClassification = SystemMetadata;
+        }
+
+    }
+
+    keys
+    {
+        key(KeySearch; "Search Similarity Score")
+        {
+        }
+    }
+
+    internal procedure GetStyle() Result: Text
+    begin
+        if Rec."Search Similarity Score" < 0.5 then
+            exit('Unfavorable');
+
+        exit('None');
+    end;
+
+}

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

@@ -5,7 +5,7 @@
 namespace Microsoft.eServices.EDocument.Processing.Import;
 
 using Microsoft.eServices.EDocument;
-using Microsoft.eServices.EDocument.Processing.AI;
+// using Microsoft.eServices.EDocument.Processing.AI;
 using Microsoft.eServices.EDocument.Processing.Import.Purchase;
 using Microsoft.eServices.EDocument.Processing.Interfaces;
 using Microsoft.Foundation.UOM;
@@ -74,7 +74,7 @@ codeunit 6125 "Prepare Purchase E-Doc. Draft" implements IProcessStructuredData
                 until EDocumentPurchaseLine.Next() = 0;
 
             // Apply all Copilot-powered matching techniques to the lines
-            CopilotLineMatching(EDocument."Entry No");
+            // CopilotLineMatching(EDocument."Entry No");
         end;
 
         // Log telemetry and activity sessions
@@ -112,43 +112,43 @@ codeunit 6125 "Prepare Purchase E-Doc. Draft" implements IProcessStructuredData
             ActivityLog.Log();
     end;
 
-    local procedure CopilotLineMatching(EDocumentEntryNo: Integer)
-    var
-        EDocumentPurchaseLine: Record "E-Document Purchase Line";
-    begin
-        EDocumentPurchaseLine.SetLoadFields("E-Document Entry No.", "[BC] Purchase Type No.", "[BC] Deferral Code");
-        EDocumentPurchaseLine.ReadIsolation(IsolationLevel::ReadCommitted);
-
-        // Step 1: Apply historical pattern matching
-        EDocumentPurchaseLine.SetRange("E-Document Entry No.", EDocumentEntryNo);
-        EDocumentPurchaseLine.SetRange("[BC] Purchase Type No.", '');
-        EDocumentPurchaseLine.SetRange("[BC] Item Reference No.", '');
-
-        if not EDocumentPurchaseLine.IsEmpty() then begin
-            Commit();
-            Codeunit.Run(Codeunit::"E-Doc. Historical Matching", EDocumentPurchaseLine);
-        end;
-
-        // Step 2: Apply line-to-account matching for remaining lines with no purchase type
-        Clear(EDocumentPurchaseLine);
-        EDocumentPurchaseLine.SetRange("E-Document Entry No.", EDocumentEntryNo);
-        EDocumentPurchaseLine.SetRange("[BC] Purchase Type No.", '');
-        EDocumentPurchaseLine.SetRange("[BC] Item Reference No.", '');
-        if not EDocumentPurchaseLine.IsEmpty() then begin
-            Commit();
-            Codeunit.Run(Codeunit::"E-Doc. GL Account Matching", EDocumentPurchaseLine);
-        end;
-
-        // Step 3: Apply deferral matching for lines with a purchase type but no deferral code
-        Clear(EDocumentPurchaseLine);
-        EDocumentPurchaseLine.SetRange("E-Document Entry No.", EDocumentEntryNo);
-        EDocumentPurchaseLine.SetRange("[BC] Deferral Code", '');
-        EDocumentPurchaseLine.SetRange("[BC] Item Reference No.", '');
-        if not EDocumentPurchaseLine.IsEmpty() then begin
-            Commit();
-            if Codeunit.Run(Codeunit::"E-Doc. Deferral Matching", EDocumentPurchaseLine) then;
-        end;
-    end;
+    // local procedure CopilotLineMatching(EDocumentEntryNo: Integer)
+    // var
+    //     EDocumentPurchaseLine: Record "E-Document Purchase Line";
+    // begin
+    //     EDocumentPurchaseLine.SetLoadFields("E-Document Entry No.", "[BC] Purchase Type No.", "[BC] Deferral Code");
+    //     EDocumentPurchaseLine.ReadIsolation(IsolationLevel::ReadCommitted);
+
+    //     // Step 1: Apply historical pattern matching
+    //     EDocumentPurchaseLine.SetRange("E-Document Entry No.", EDocumentEntryNo);
+    //     EDocumentPurchaseLine.SetRange("[BC] Purchase Type No.", '');
+    //     EDocumentPurchaseLine.SetRange("[BC] Item Reference No.", '');
+
+    //     if not EDocumentPurchaseLine.IsEmpty() then begin
+    //         Commit();
+    //         Codeunit.Run(Codeunit::"E-Doc. Historical Matching", EDocumentPurchaseLine);
+    //     end;
+
+    //     // Step 2: Apply line-to-account matching for remaining lines with no purchase type
+    //     Clear(EDocumentPurchaseLine);
+    //     EDocumentPurchaseLine.SetRange("E-Document Entry No.", EDocumentEntryNo);
+    //     EDocumentPurchaseLine.SetRange("[BC] Purchase Type No.", '');
+    //     EDocumentPurchaseLine.SetRange("[BC] Item Reference No.", '');
+    //     if not EDocumentPurchaseLine.IsEmpty() then begin
+    //         Commit();
+    //         Codeunit.Run(Codeunit::"E-Doc. GL Account Matching", EDocumentPurchaseLine);
+    //     end;
+
+    //     // Step 3: Apply deferral matching for lines with a purchase type but no deferral code
+    //     Clear(EDocumentPurchaseLine);
+    //     EDocumentPurchaseLine.SetRange("E-Document Entry No.", EDocumentEntryNo);
+    //     EDocumentPurchaseLine.SetRange("[BC] Deferral Code", '');
+    //     EDocumentPurchaseLine.SetRange("[BC] Item Reference No.", '');
+    //     if not EDocumentPurchaseLine.IsEmpty() then begin
+    //         Commit();
+    //         if Codeunit.Run(Codeunit::"E-Doc. Deferral Matching", EDocumentPurchaseLine) then;
+    //     end;
+    // end;
 
     procedure OpenDraftPage(var EDocument: Record "E-Document")
     var

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

@@ -5,6 +5,7 @@
 namespace Microsoft.eServices.EDocument.Processing.Import.Purchase;
 
 using Microsoft.eServices.EDocument;
+using Microsoft.eServices.EDocument.Processing.AI;
 using Microsoft.eServices.EDocument.Processing.Import;
 using Microsoft.Finance.Dimension;
 using Microsoft.Purchases.Document;
@@ -168,6 +169,55 @@ page 6183 "E-Doc. Purchase Draft Subform"
             {
                 Caption = '&Line';
                 Image = Line;
+                group("Classify")
+                {
+                    Caption = 'Classify';
+                    action(ChooseFromHistory)
+                    {
+                        ApplicationArea = All;
+                        Caption = 'Classify line from history';
+                        ToolTip = 'Choose values from similar lines on previously posted invoices.';
+                        Image = History;
+
+                        trigger OnAction()
+                        var
+                            TempPurchInvLine: Record "Purch. Inv. Line" temporary;
+                            EDocPurchSearchHistory: Page "E-Doc Purch. Search History";
+                        begin
+                            EDocPurchSearchHistory.SetDescription(Rec.Description);
+                            EDocPurchSearchHistory.LookupMode := true;
+                            if EDocPurchSearchHistory.RunModal() <> Action::LookupOK then
+                                exit;
+                            EDocPurchSearchHistory.GetRecord(TempPurchInvLine);
+
+                            if TempPurchInvLine."No." = '' then
+                                exit;
+
+                            Rec."[BC] Purchase Type No." := TempPurchInvLine."No.";
+                            Rec."[BC] Purchase Line Type" := TempPurchInvLine.Type;
+                            Rec.Modify();
+                            CurrPage.Update();
+                        end;
+                    }
+                    action(SuggestGLAccount)
+                    {
+                        ApplicationArea = All;
+                        Caption = 'Suggest G/L accounts';
+                        ToolTip = 'Suggests a G/L account based on the line description.';
+                        Image = SuggestLines;
+
+                        trigger OnAction()
+                        begin
+                            EDocumentPurchaseLine.SetRange("E-Document Entry No.", Rec."E-Document Entry No.");
+                            EDocumentPurchaseLine.SetRange("[BC] Purchase Type No.", '');
+                            EDocumentPurchaseLine.SetRange("[BC] Item Reference No.", '');
+                            if not EDocumentPurchaseLine.IsEmpty() then
+                                Codeunit.Run(Codeunit::"E-Doc. GL Account Matching", EDocumentPurchaseLine);
+
+                            CurrPage.Update();
+                        end;
+                    }
+                }
                 group("Order Matching")
                 {
                     Caption = 'Order matching';

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

@@ -0,0 +1,128 @@
+// ------------------------------------------------------------------------------------------------
+// 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.Processing.Import.Purchase;
+
+using Microsoft.Purchases.History;
+using System.Search;
+
+page 6157 "E-Doc Purch. Search History"
+{
+    PageType = List;
+    ApplicationArea = All;
+    SourceTableTemporary = true;
+    SourceTable = "Purch. Inv. Line";
+    SourceTableView = sorting("Search Similarity Score") order(descending);
+    Editable = false;
+    Extensible = false;
+    InsertAllowed = false;
+    DeleteAllowed = false;
+
+    layout
+    {
+        area(Content)
+        {
+            group(SearchFields)
+            {
+                ShowCaption = false;
+                field(DescriptionText; DescriptionText)
+                {
+                    ApplicationArea = All;
+                    Caption = 'Description';
+                    ToolTip = 'Specifies the description of the e-document purchase line history record.';
+                    Editable = true;
+
+                    trigger OnValidate()
+                    begin
+                        SearchAndFillPart();
+                    end;
+
+                }
+            }
+            repeater(Lines)
+            {
+                Editable = false;
+                field("Document No."; Rec."Document No.")
+                {
+                    ToolTip = 'Specifies the document number of the purchase invoice line.';
+                }
+                field(Type; Rec.Type)
+                {
+                    ToolTip = 'Specifies the type of the purchase invoice line.';
+                }
+                field("No."; Rec."No.")
+                {
+                    ToolTip = 'Specifies the number of the purchase invoice line.';
+                }
+                field(Description; Rec.Description)
+                {
+                    ToolTip = 'Specifies the description of the purchase invoice line.';
+                }
+                field("Unit of Measure"; Rec."Unit of Measure")
+                {
+                    ToolTip = 'Specifies the unit of measure of the purchase invoice line.';
+                }
+                field("Direct Unit Cost"; Rec."Direct Unit Cost")
+                {
+                    ToolTip = 'Specifies the direct unit cost of the purchase invoice line.';
+                }
+                field(Amount; Rec.Amount)
+                {
+                    ToolTip = 'Specifies the amount of the purchase invoice line.';
+                }
+                field("Search Similarity Score"; Rec."Search Similarity Score")
+                {
+                    ToolTip = 'Specifies the similarity score of the e-document purchase line search result.';
+                    StyleExpr = StyleTxt;
+                }
+            }
+        }
+    }
+
+    var
+        DescriptionText: Text;
+        StyleTxt: Text;
+
+    trigger OnAfterGetRecord()
+    begin
+        StyleTxt := Rec.GetStyle();
+    end;
+
+    trigger OnOpenPage()
+    begin
+        if DescriptionText <> '' then
+            SearchAndFillPart();
+    end;
+
+    internal procedure SetDescription(Text: Text)
+    begin
+        DescriptionText := Text;
+    end;
+
+    local procedure SearchAndFillPart()
+    var
+        TempPurchInvLine: Record "Purch. Inv. Line" temporary;
+        PurchInvLine: Record "Purch. Inv. Line";
+        TempResultTable: Record "Data Similarity Result" temporary;
+        SemanticDataSearch: Codeunit "Semantic Data Search";
+        RecordRef: RecordRef;
+    begin
+        RecordRef.GetTable(PurchInvLine);
+        SemanticDataSearch.SetSearchTarget(RecordRef);
+        if not SemanticDataSearch.FindSimilar(DescriptionText, TempResultTable) then
+            exit;
+
+        TempPurchInvLine.DeleteAll();
+        if TempResultTable.FindSet() then
+            repeat
+                PurchInvLine.GetBySystemId(TempResultTable."System ID");
+                TempPurchInvLine := PurchInvLine;
+                TempPurchInvLine."Search Similarity Score" := TempResultTable.Similarity;
+                Rec := TempPurchInvLine;
+                if Rec.Insert() then;
+            until TempResultTable.Next() = 0;
+
+    end;
+
+}