E-Document Draft Page - Minor changes

src/Apps/W1/EDocument/App/.resources/Prompts/EDocHistoricalMatching-SystemPrompt.md

@@ -29,24 +29,14 @@ Any output you generate, such as reasoning text, MUST be in the following output
 - Lower confidence for cross-category matches even if descriptions contain similar terms
 
 
-### Reasoning: 
+### Reasoning:
 
 **Reasoning Text Instruction Template (Human-Readable Historical Match)**
-
-When generating reasoning text, write as if explaining to the user why the system recognized this as the same item or account based on historical purchases.
-Keep it short (under 250 characters), human, and natural.
+When generating reasoning text, write as if explaining to the user why the system recognized this as the item or account based on historical purchases.
 
 **General Template**
-
-> “Matched to [item/account name] because [main reason: same/similar description, code, or pattern], purchased from [vendor name] on [date or time reference, e.g. ‘2 weeks ago’].”
-
+> "Matches a previous purchase of [item/account name] from [vendor] recorded on [date or time reference]. [main reason: same/similar description, code, or pattern] indicates same type of purchase."
 If vendor is not present, omit it naturally:
-
-> “Matched to [item/account name] because [main reason], last purchased [time reference].”
-
-If account match (not item):
-
-> “Matched to account [account name] used for [main reason/context] from [vendor name] [time reference].”
-
+> "Matches a previous purchase of [item/account name] recorded on [date or time reference]. [main reason: same/similar description, code, or pattern] indicates same type of purchase."
 
 Return a match **only when** appropriate by calling "match_lines_historical" function.

src/Apps/W1/EDocument/App/src/Processing/Import/FinishDraft/EDocCreatePurchaseInvoice.Codeunit.al

@@ -120,6 +120,7 @@ codeunit 6117 "E-Doc. Create Purchase Invoice" implements IEDocumentFinishDraft,
         PurchaseHeader.SetRange("Buy-from Vendor No.", EDocumentPurchaseHeader."[BC] Vendor No."); // Setting the filter, so that the insert trigger assigns the right vendor to the purchase header
         PurchaseHeader."Document Type" := "Purchase Document Type"::Invoice;
         PurchaseHeader."Pay-to Vendor No." := EDocumentPurchaseHeader."[BC] Vendor No.";
+        PurchaseHeader."Posting Description" := EDocumentPurchaseHeader."Posting Description";
 
         VendorInvoiceNo := CopyStr(EDocumentPurchaseHeader."Sales Invoice No.", 1, MaxStrLen(PurchaseHeader."Vendor Invoice No."));
         VendorLedgerEntry.SetLoadFields("Entry No.");

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

@@ -113,7 +113,7 @@ codeunit 6124 "E-Doc. Providers" implements IPurchaseLineProvider, IUnitOfMeasur
             EDocumentPurchaseLine.Validate("[BC] Item Reference No.", ItemReference."Reference No.");
             EDocImpSessionTelemetry.SetLineBool(EDocumentPurchaseLine.SystemId, 'Item Reference ', true);
 
-            SetActivityLog(EDocumentPurchaseLine.SystemId, EDocumentPurchaseLine.FieldNo("[BC] Item Reference No."), StrSubstNo(ItemReferenceReasonMsg, VendorNo), ItemReference, Page::"Item References", StrSubstNo(ItemReferenceSourceMsg, ItemReference."Reference No."), ActivityLog);
+            SetActivityLog(EDocumentPurchaseLine.SystemId, EDocumentPurchaseLine.FieldNo("[BC] Purchase Type No."), StrSubstNo(ItemReferenceReasonMsg, VendorNo), ItemReference, Page::"Item References", StrSubstNo(ItemReferenceSourceMsg, ItemReference."Reference No."), ActivityLog);
             EDocActivityLogSession.Set(EDocActivityLogSession.ItemRefTok(), ActivityLog);
             exit;
         end;

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

@@ -7,6 +7,7 @@ namespace Microsoft.eServices.EDocument.Processing.Import.Purchase;
 using Microsoft.eServices.EDocument;
 using Microsoft.eServices.EDocument.Processing.Import;
 using Microsoft.Finance.Dimension;
+using Microsoft.Inventory.Item.Catalog;
 using Microsoft.Purchases.Document;
 using Microsoft.Purchases.History;
 
@@ -69,6 +70,7 @@ page 6183 "E-Doc. Purchase Draft Subform"
                 {
                     ApplicationArea = All;
                     Lookup = true;
+                    Visible = false;
                 }
                 field("Unit Of Measure"; Rec."[BC] Unit of Measure")
                 {
@@ -294,6 +296,25 @@ page 6183 "E-Doc. Purchase Draft Subform"
                             Rec.LookupDimensions();
                         end;
                     }
+                    action(LookupItemReferences)
+                    {
+                        ApplicationArea = All;
+                        Caption = 'Item References';
+                        ToolTip = 'View item references for the vendor associated with this e-document.';
+                        Image = Change;
+
+                        trigger OnAction()
+                        var
+                            ItemReference: Record "Item Reference";
+                            ItemReferencePage: Page "Item Reference Entries";
+                        begin
+                            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;
+                    }
                 }
             }
         }

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

@@ -36,7 +36,7 @@ page 6181 "E-Document Purchase Draft"
 
                 field(Record; RecordLinkTxt)
                 {
-                    Caption = 'Finalized Document';
+                    Caption = 'Purchase Document';
                     Editable = false;
                     Importance = Promoted;
                     ToolTip = 'Specifies the record, document, journal line, or ledger entry, that is linked to the electronic document.';
@@ -120,6 +120,19 @@ page 6181 "E-Document Purchase Draft"
                             CurrPage.Update();
                         end;
                     }
+                    field("Posting Description"; EDocumentPurchaseHeader."Posting Description")
+                    {
+                        Importance = Promoted;
+                        Caption = 'Posting Description';
+                        ToolTip = 'Specifies the extracted posting description for the document.';
+                        Editable = true;
+
+                        trigger OnValidate()
+                        begin
+                            EDocumentPurchaseHeader.Modify();
+                            CurrPage.Update();
+                        end;
+                    }
                     field("Document Date"; EDocumentPurchaseHeader."Document Date")
                     {
                         Caption = 'Document Date';
@@ -418,6 +431,7 @@ page 6181 "E-Document Purchase Draft"
                 Caption = 'Process';
                 actionref(Promoted_CreateDocument; CreateDocument)
                 {
+                    Visible = false;
                 }
                 actionref(Promoted_AnalyseDocument; AnalyzeDocument)
                 {

src/Apps/W1/EDocument/App/src/Processing/Import/Purchase/EDocumentPurchaseHeader.Table.al

@@ -219,6 +219,11 @@ table 6100 "E-Document Purchase Header"
             Caption = 'Vendor Contact Name';
             DataClassification = CustomerContent;
         }
+        field(38; "Posting Description"; Text[100])
+        {
+            Caption = 'Posting Description';
+            DataClassification = CustomerContent;
+        }
         #endregion Purchase fields
 
         #region Business Central Data - Validated fields [101-200]