[Shopify] Automatic Transaction Posting

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

@@ -64,6 +64,16 @@ codeunit 30262 "Shpfy Document Link Mgt."
 
     [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])
+    var
+        ShpfyAutoPostTransactions: Codeunit "Shpfy Auto Post Transactions";
+    begin
+        CreateDocLinksToBCDocs(SalesHeader, PreviewMode, SalesShptHdrNo, SalesInvHdrNo, RetRcpHdrNo, SalesCrMemoHdrNo);
+
+        Commit(); // Ensure Doc. Link To Doc. creation is committed before running the automatic transaction posting.
+        ShpfyAutoPostTransactions.AutoPostTransactions(SalesInvHdrNo, SalesCrMemoHdrNo);
+    end;
+
+    local procedure CreateDocLinksToBCDocs(var SalesHeader: Record "Sales Header"; PreviewMode: Boolean; SalesShptHdrNo: Code[20]; SalesInvHdrNo: Code[20]; RetRcpHdrNo: Code[20]; SalesCrMemoHdrNo: Code[20])
     var
         SalesShipmentHeader: Record "Sales Shipment Header";
         SalesInvoiceLine: Record "Sales Invoice Line";

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

@@ -103,6 +103,8 @@ 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 Transactions" = X,
         codeunit "Shpfy Background Syncs" = X,
         codeunit "Shpfy Balance Today" = X,
         codeunit "Shpfy Base64" = X,
@@ -441,6 +443,7 @@ 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 +1,29 @@
+// ------------------------------------------------------------------------------------------------
+// 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).
+/// </summary>
+codeunit 30422 "Shpfy Auto Gen. Jnl.-Post"
+{
+    EventSubscriberInstance = Manual;
+
+    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Gen. Jnl.-Post", 'OnBeforeCode', '', false, false)]
+    local procedure OnBeforeCode(var GenJournalLine: Record "Gen. Journal Line"; var HideDialog: Boolean)
+    begin
+        HideDialog := true;
+    end;
+
+    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Gen. Jnl.-Post", 'OnBeforeShowPostResultMessage', '', false, false)]
+    local procedure OnBeforeShowPostResultMessage(var GenJnlLine: Record "Gen. Journal Line"; TempJnlBatchName: Code[10]; var IsHandled: Boolean)
+    begin
+        IsHandled := true;
+    end;
+}

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

@@ -0,0 +1,105 @@
+// ------------------------------------------------------------------------------------------------
+// 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;
+using Microsoft.Sales.History;
+
+/// <summary>
+/// Codeunit Shpfy Auto Post Transactions (ID 30236).
+/// </summary>
+codeunit 30236 "Shpfy Auto Post Transactions"
+{
+    Access = Internal;
+
+    internal procedure AutoPostTransactions(SalesInvoiceHeaderNo: Code[20]; SalesCrMemoHeaderNo: Code[20])
+    begin
+        if SalesInvoiceHeaderNo <> '' then
+            PostOrderTransaction(SalesInvoiceHeaderNo);
+        if SalesCrMemoHeaderNo <> '' then
+            PostRefundTransaction(SalesCrMemoHeaderNo);
+    end;
+
+    local procedure PostOrderTransaction(SalesInvoiceHeaderNo: Code[20])
+    var
+        SalesInvoiceHeader: Record "Sales Invoice Header";
+        OrderTransaction: Record "Shpfy Order Transaction";
+    begin
+        if not SalesInvoiceHeader.Get(SalesInvoiceHeaderNo) then
+            exit;
+
+        if SalesInvoiceHeader."Shpfy Order Id" = 0 then
+            exit;
+
+        OrderTransaction.SetRange("Shopify Order Id", SalesInvoiceHeader."Shpfy Order Id");
+        OrderTransaction.SetFilter(Type, '%1|%2', OrderTransaction.Type::Capture, OrderTransaction.Type::Sale);
+        PostTransaction(OrderTransaction, SalesInvoiceHeader."Posting Date");
+    end;
+
+    local procedure PostRefundTransaction(SalesCrMemoHeaderNo: Code[20])
+    var
+        SalesCrMemoHeader: Record "Sales Cr.Memo Header";
+        OrderTransaction: Record "Shpfy Order Transaction";
+    begin
+        if not SalesCrMemoHeader.Get(SalesCrMemoHeaderNo) then
+            exit;
+
+        if SalesCrMemoHeader."Shpfy Refund Id" = 0 then
+            exit;
+
+        OrderTransaction.SetRange("Refund Id", SalesCrMemoHeader."Shpfy Refund Id");
+        OrderTransaction.SetRange(Type, OrderTransaction.Type::Refund);
+        PostTransaction(OrderTransaction, SalesCrMemoHeader."Posting Date");
+    end;
+
+    local procedure PostTransaction(var OrderTransaction: Record "Shpfy Order Transaction"; PostingDate: Date)
+    begin
+        OrderTransaction.SetRange(Status, OrderTransaction.Status::Success);
+        OrderTransaction.SetRange(Used, false);
+        if OrderTransaction.FindSet() then
+            repeat
+                if ShouldAutoPost(OrderTransaction) then
+                    CreateAndPostJournalLine(OrderTransaction, PostingDate);
+            until OrderTransaction.Next() = 0;
+    end;
+
+    local procedure ShouldAutoPost(OrderTransaction: Record "Shpfy Order Transaction"): Boolean
+    var
+        PaymentMethodMapping: Record "Shpfy Payment Method Mapping";
+    begin
+        if not PaymentMethodMapping.Get(OrderTransaction.Shop, OrderTransaction.Gateway, OrderTransaction."Credit Card Company") then
+            exit(false);
+
+        if not PaymentMethodMapping."Post Automatically" then
+            exit(false);
+
+        if (PaymentMethodMapping."Auto-Post Jnl. Template" = '') or
+           (PaymentMethodMapping."Auto-Post Jnl. Batch" = '') then
+            exit(false);
+
+        exit(true);
+    end;
+
+    local procedure CreateAndPostJournalLine(var OrderTransaction: Record "Shpfy Order Transaction"; PostingDate: Date)
+    var
+        GenJournalLine: Record "Gen. Journal Line";
+        PaymentMethodMapping: Record "Shpfy Payment Method Mapping";
+        SuggestPayments: Report "Shpfy Suggest Payments";
+        AutoGenJnlPost: Codeunit "Shpfy Auto Gen. Jnl.-Post";
+    begin
+        PaymentMethodMapping.Get(OrderTransaction.Shop, OrderTransaction.Gateway, OrderTransaction."Credit Card Company");
+        SuggestPayments.SetJournalParameters(PaymentMethodMapping."Auto-Post Jnl. Template", PaymentMethodMapping."Auto-Post Jnl. Batch", PostingDate);
+        SuggestPayments.GetOrderTransactions(OrderTransaction);
+        SuggestPayments.CreateGeneralJournalLines();
+        GenJournalLine.SetRange("Shpfy Transaction Id", OrderTransaction."Shopify Transaction Id");
+        if GenJournalLine.FindFirst() then begin
+            BindSubscription(AutoGenJnlPost);
+            GenJournalLine.SendToPosting(Codeunit::"Gen. Jnl.-Post");
+            UnbindSubscription(AutoGenJnlPost);
+        end;
+    end;
+}

src/Apps/W1/Shopify/App/src/Transactions/Pages/ShpfyFilterTransactions.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.Integration.Shopify;
+
+/// <summary>
+/// Page Shpfy Filter Transactions (ID 30176).
+/// </summary>
+page 30176 "Shpfy Filter Transactions"
+{
+    Caption = 'Filter Postable Transactions';
+    PageType = StandardDialog;
+    ApplicationArea = All;
+
+    layout
+    {
+        area(Content)
+        {
+            field(Gateway; Gateway)
+            {
+                Caption = 'Gateway';
+                ToolTip = 'Specifies the transaction gateway to filter transactions by. Leave blank to include all gateways.';
+                Editable = false;
+
+                trigger OnAssistEdit()
+                var
+                    PaymentMethodMapping: Record "Shpfy Payment Method Mapping";
+                begin
+                    PaymentMethodMapping.SetRange("Post Automatically", true);
+                    if Page.RunModal(0, PaymentMethodMapping) = Action::LookupOK then begin
+                        ShopCode := PaymentMethodMapping."Shop Code";
+                        Gateway := PaymentMethodMapping.Gateway;
+                        CreditCardCompany := PaymentMethodMapping."Credit Card Company";
+                    end;
+                end;
+            }
+            field(StartDate; StartDate)
+            {
+                Caption = 'Start Date';
+                ToolTip = 'Specifies the earliest transaction creation date to include in the filter. Leave blank to include all transactions from the beginning.';
+            }
+            field(EndDate; EndDate)
+            {
+                Caption = 'End Date';
+                ToolTip = 'Specifies the latest transaction creation date to include in the filter. Leave blank to include all transactions.';
+            }
+        }
+    }
+
+    var
+        ShopCode: Code[20];
+        Gateway: Text[30];
+        CreditCardCompany: Text[50];
+        StartDate: Date;
+        EndDate: Date;
+
+    internal procedure GetParameters(var NewShopCode: Code[20]; var NewGateway: Text[30]; var NewCreditCardCompany: Text[50]; var NewStartDate: DateTime; var NewEndDate: DateTime)
+    begin
+        NewShopCode := ShopCode;
+        NewGateway := Gateway;
+        NewCreditCardCompany := CreditCardCompany;
+        NewStartDate := CreateDateTime(StartDate, 0T);
+        NewEndDate := CreateDateTime(EndDate, 0T);
+    end;
+}

src/Apps/W1/Shopify/App/src/Transactions/Pages/ShpfyPaymentMethodsMapping.Page.al

@@ -37,6 +37,25 @@ page 30132 "Shpfy Payment Methods Mapping"
                     ApplicationArea = All;
                     ToolTip = 'Specifies the corresponding payment method in D365BC.';
                 }
+                field(PostAutomatically; Rec."Post Automatically")
+                {
+                    ApplicationArea = All;
+                    ToolTip = 'Specifies whether payment transactions using this gateway should be automatically posted when the related invoice or credit memo is posted.';
+                }
+                field(AutoPostJnlTemplate; Rec."Auto-Post Jnl. Template")
+                {
+                    ApplicationArea = All;
+                    ToolTip = 'Specifies the general journal template to use for automatically posting payment transactions.';
+                    Enabled = Rec."Post Automatically";
+                    ShowMandatory = Rec."Post Automatically";
+                }
+                field(AutoPostJnlBatch; Rec."Auto-Post Jnl. Batch")
+                {
+                    ApplicationArea = All;
+                    ToolTip = 'Specifies the general journal batch to use for automatically posting payment transactions.';
+                    Enabled = Rec."Post Automatically";
+                    ShowMandatory = Rec."Post Automatically";
+                }
             }
         }
     }

src/Apps/W1/Shopify/App/src/Transactions/Pages/ShpfyTransactions.Page.al

@@ -137,6 +137,11 @@ page 30134 "Shpfy Transactions"
                     ApplicationArea = All;
                     ToolTip = 'Specifies the Posted Invoice number to which the transaction relates.';
                 }
+                field("Auto-Post Enabled"; Rec."Auto-Post Enabled")
+                {
+                    ApplicationArea = All;
+                    ToolTip = 'Specifies whether auto-posting is enabled for the transaction.';
+                }
             }
         }
     }
@@ -194,6 +199,31 @@ page 30134 "Shpfy Transactions"
                     SuggestPayments.Run();
                 end;
             }
+            action(ShowPostableTransactions)
+            {
+                ApplicationArea = All;
+                Caption = 'Filter Postable Transactions';
+                Image = FilterLines;
+                ToolTip = 'Show transactions that need to be posted. Filters by auto-post enabled, not yet posted, and linked to a posted invoice. Optionally filter by gateway and date range.';
+
+                trigger OnAction()
+                begin
+                    FilterPostableTransactions()
+                end;
+            }
+            action(ClearFilter)
+            {
+                ApplicationArea = All;
+                Caption = 'Clear Filter';
+                Image = ClearFilter;
+                ToolTip = 'Remove the postable transactions filter and show all transactions.';
+
+                trigger OnAction()
+                begin
+                    Rec.ClearMarks();
+                    Rec.MarkedOnly(false);
+                end;
+            }
         }
         area(Promoted)
         {
@@ -210,6 +240,8 @@ page 30134 "Shpfy Transactions"
             {
                 Caption = 'Related';
                 actionref(CustLedgerEntries_Promoted; CustLedgerEntries) { }
+                actionref(ShowPostableTransactions_Promoted; ShowPostableTransactions) { }
+                actionref(ClearFilter_Promoted; ClearFilter) { }
             }
         }
     }
@@ -232,4 +264,58 @@ page 30134 "Shpfy Transactions"
 
         PresentmentCurrencyVisible := OrderHeader.IsPresentmentCurrencyOrder();
     end;
+
+    local procedure FilterPostableTransactions()
+    var
+        PaymentMethodMapping: Record "Shpfy Payment Method Mapping";
+        FilterTransactions: Page "Shpfy Filter Transactions";
+        FilterShopCode: Code[20];
+        FilterCreditCardCompany: Text[50];
+        FilterGateway: Text[30];
+        FilterStartDate: DateTime;
+        FilterEndDate: DateTime;
+    begin
+        if not (FilterTransactions.RunModal() = Action::OK) then
+            exit;
+
+        FilterTransactions.GetParameters(FilterShopCode, FilterGateway, FilterCreditCardCompany, FilterStartDate, FilterEndDate);
+        if (FilterStartDate <> 0DT) or (FilterEndDate <> 0DT) then
+            if FilterEndDate <> 0DT then
+                Rec.SetRange("Created At", FilterStartDate, FilterEndDate)
+            else
+                Rec.SetRange("Created At", FilterStartDate, CreateDateTime(DMY2Date(31, 12, 9999), 0T));
+        Rec.SetRange(Used, false);
+        Rec.SetFilter("Posted Invoice No.", '<>%1', '');
+
+        Rec.ClearMarks();
+        Rec.MarkedOnly(false);
+        if FilterGateway <> '' then
+            MarkPostableTransactions(FilterShopCode, FilterCreditCardCompany, FilterGateway)
+        else begin
+            PaymentMethodMapping.SetRange("Post Automatically", true);
+            if PaymentMethodMapping.FindSet() then
+                repeat
+                    MarkPostableTransactions(PaymentMethodMapping."Shop Code", PaymentMethodMapping."Credit Card Company", PaymentMethodMapping.Gateway);
+                until PaymentMethodMapping.Next() = 0;
+        end;
+
+        Rec.MarkedOnly(true);
+        Rec.SetRange(Shop);
+        Rec.SetRange(Gateway);
+        Rec.SetRange("Credit Card Company");
+        Rec.SetRange("Created At");
+        Rec.SetRange(Used);
+        Rec.SetRange("Posted Invoice No.");
+    end;
+
+    local procedure MarkPostableTransactions(FilterShopCode: Code[20]; FilterCreditCardCompany: Text[50]; FilterGateway: Text[30])
+    begin
+        Rec.SetRange(Shop, FilterShopCode);
+        Rec.SetRange(Gateway, FilterGateway);
+        Rec.SetRange("Credit Card Company", FilterCreditCardCompany);
+        if Rec.FindSet() then
+            repeat
+                Rec.Mark(true);
+            until Rec.Next() = 0;
+    end;
 }