Page 1818 Cash Flow Forecast Wizard, source in 29
Source29
src/Layers/W1/BaseApp/CashFlow/Forecast/CashFlowForecastWizard.Page.al507 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.CashFlow.Forecast;
using Microsoft.CashFlow.Account;
using Microsoft.CashFlow.Setup;
using Microsoft.Finance.GeneralLedger.Account;
using Microsoft.Purchases.Vendor;
using System.Environment;
using System.Environment.Configuration;
using System.Utilities;
page 1818 "Cash Flow Forecast Wizard"
{
Caption = 'Set Up Cash Flow Forecast';
PageType = NavigatePage;
layout
{
area(content)
{
group(Control6)
{
Editable = false;
ShowCaption = false;
Visible = TopBannerVisible and not FinalStepVisible;
#pragma warning disable AA0100
field("MediaResourcesStandard.""Media Reference"""; MediaResourcesStandard."Media Reference")
#pragma warning restore AA0100
{
ApplicationArea = Basic, Suite;
Editable = false;
ShowCaption = false;
}
}
group(Control8)
{
Editable = false;
ShowCaption = false;
Visible = TopBannerVisible and FinalStepVisible;
#pragma warning disable AA0100
field("MediaResourcesDone.""Media Reference"""; MediaResourcesDone."Media Reference")
#pragma warning restore AA0100
{
ApplicationArea = Basic, Suite;
Editable = false;
ShowCaption = false;
}
}
group(Control10)
{
ShowCaption = false;
Visible = FirstStepVisible;
group("Welcome to the setup of Cash Flow Forecasting")
{
Caption = 'Welcome to the setup of Cash Flow Forecasting';
Visible = FirstStepVisible;
group(Control12)
{
InstructionalText = 'The Cash Flow Forecast can help you manage your cash flow. In this guide, you will specify the general ledger accounts that you want to include in the forecast, and how often you want to update the forecast. If you do not want to set this up right now, close this page.';
ShowCaption = false;
Visible = FirstStepVisible;
}
}
}
group(Control13)
{
ShowCaption = false;
Visible = CreationStepVisible;
group("Set up accounts and forecast frequency, and turn on or off predictions")
{
Caption = 'Set up accounts and forecast frequency, and turn on or off predictions';
Visible = CreationStepVisible;
group(Control22)
{
InstructionalText = 'Specify the accounts that you want to base the forecast on. We have suggested your cash accounts, but you can change that.';
ShowCaption = false;
field(LiquidFundsGLAccountFilter; LiquidFundsGLAccountFilter)
{
ApplicationArea = Basic, Suite;
ShowCaption = false;
trigger OnLookup(var Text: Text): Boolean
var
GLAccount: Record "G/L Account";
GLAccountList: Page "G/L Account List";
OldText: Text;
begin
OldText := Text;
GLAccount.SetRange("Account Category", GLAccount."Account Category"::" ", GLAccount."Account Category"::Assets);
GLAccountList.SetTableView(GLAccount);
GLAccountList.LookupMode(true);
if not (GLAccountList.RunModal() = ACTION::LookupOK) then
exit(false);
Text := OldText + GLAccountList.GetSelectionFilter();
exit(true);
end;
}
}
group(Control15)
{
InstructionalText = 'How often would you like us to update your cash flow forecast?';
ShowCaption = false;
field(UpdateFrequency; UpdateFrequency)
{
ApplicationArea = Basic, Suite;
OptionCaption = 'Never,Daily,Weekly';
ShowCaption = false;
}
}
}
group("Azure AI")
{
Caption = 'Azure AI';
group(AzureAIForecastsDescription)
{
Caption = 'Azure AI forecasts can help you anticipate and proactively address upcoming cash flow needs. If you are using Dynamics 365 Business Central, Azure Machine Learning credentials are set automatically.';
field("AzureAIEnabled"; AzureAIEnabled)
{
ApplicationArea = Basic, Suite;
Caption = 'Enable Azure AI';
ShowCaption = true;
}
}
}
}
group(Control38)
{
ShowCaption = false;
Visible = AzureAIStepVisible;
group("If you have your own Machine Learning service, enter the API URL and API key for the service and use that instead.")
{
Caption = 'If you have your own Machine Learning service, enter the API URL and API key for the service and use that instead.';
field(APIURL; APIURL)
{
ApplicationArea = Basic, Suite;
Caption = 'API URL';
Editable = AzureAIEnabled;
Visible = AzureAIEnabled;
}
field(APIKEY; APIKEY)
{
ApplicationArea = Basic, Suite;
Caption = 'API Key';
Editable = AzureAIEnabled;
Visible = AzureAIEnabled;
}
}
}
group(Control26)
{
ShowCaption = false;
Visible = TaxStepVisible;
group(Control27)
{
Caption = 'Welcome to the setup of Cash Flow Forecasting';
Visible = TaxStepVisible;
group(Control31)
{
InstructionalText = 'How often must your company pay taxes?';
ShowCaption = false;
field(TaxablePeriod; TaxablePeriod)
{
ApplicationArea = Basic, Suite;
OptionCaption = 'Monthly,Quarterly,Accounting Period,Yearly';
ShowCaption = false;
}
}
group(Control29)
{
InstructionalText = 'What is the payment window for paying your taxes? For example, if your payment window is 20 days, specify 20D.';
ShowCaption = false;
field(TaxPaymentWindow; TaxPaymentWindow)
{
ApplicationArea = Basic, Suite;
ShowCaption = false;
}
}
group(Control25)
{
InstructionalText = 'Which type of account do you pay your taxes to?';
ShowCaption = false;
#pragma warning disable AA0100
field("DummyCashFlowSetup.""Tax Bal. Account Type"""; DummyCashFlowSetup."Tax Bal. Account Type")
#pragma warning restore AA0100
{
ApplicationArea = Basic, Suite;
ShowCaption = false;
trigger OnValidate()
begin
DummyCashFlowSetup.EmptyTaxBalAccountIfTypeChanged(CurrentTaxBalAccountType);
CurrentTaxBalAccountType := DummyCashFlowSetup."Tax Bal. Account Type";
TaxAccountValidType := DummyCashFlowSetup.HasValidTaxAccountInfo();
CurrPage.Update();
end;
}
}
group(Control23)
{
InstructionalText = 'What is the number of the account that you pay your taxes to?';
ShowCaption = false;
Visible = TaxAccountValidType;
#pragma warning disable AA0100
field("DummyCashFlowSetup.""Tax Bal. Account No."""; DummyCashFlowSetup."Tax Bal. Account No.")
#pragma warning restore AA0100
{
ApplicationArea = Basic, Suite;
ShowCaption = false;
trigger OnLookup(var Text: Text): Boolean
var
Vendor: Record Vendor;
GLAccount: Record "G/L Account";
Result: Boolean;
begin
case DummyCashFlowSetup."Tax Bal. Account Type" of
DummyCashFlowSetup."Tax Bal. Account Type"::Vendor:
begin
if Vendor.Get(Text) then;
Result := PAGE.RunModal(PAGE::"Vendor List", Vendor) = ACTION::LookupOK;
Text := Vendor."No.";
end;
DummyCashFlowSetup."Tax Bal. Account Type"::"G/L Account":
begin
if GLAccount.Get(Text) then;
Result := PAGE.RunModal(PAGE::"G/L Account List", GLAccount) = ACTION::LookupOK;
Text := GLAccount."No.";
end;
end;
exit(Result);
end;
}
}
}
}
group(Control17)
{
ShowCaption = false;
Visible = FinalStepVisible;
group("That's it!")
{
Caption = 'That''s it!';
group(Control19)
{
InstructionalText = 'When you choose Finish, cash flow forecasting is set up for you. The forecast is shown in a chart on your Home page. If it does not show a forecast yet, you might have to refresh the page.';
ShowCaption = false;
}
}
}
}
}
actions
{
area(processing)
{
action(ActionBack)
{
ApplicationArea = Basic, Suite;
Caption = 'Back';
Enabled = BackActionEnabled;
Image = PreviousRecord;
InFooterBar = true;
trigger OnAction()
begin
NextStep(true);
end;
}
action(ActionNext)
{
ApplicationArea = Basic, Suite;
Caption = 'Next';
Enabled = NextActionEnabled;
Image = NextRecord;
InFooterBar = true;
trigger OnAction()
begin
NextStep(false);
end;
}
action(ActionFinish)
{
ApplicationArea = Basic, Suite;
Caption = 'Finish';
Enabled = FinishActionEnabled;
Image = Approve;
InFooterBar = true;
trigger OnAction()
begin
FinishAction();
end;
}
}
}
trigger OnInit()
begin
LoadTopBanners();
end;
trigger OnOpenPage()
begin
Step := Step::Start;
EnableControls(false);
UpdateFrequency := UpdateFrequency::Daily;
TaxablePeriod := TaxablePeriod::Quarterly;
LiquidFundsGLAccountFilter := GetLiquidFundsGLAccountFilter();
AzureAIEnabled := true;
end;
trigger OnQueryClosePage(CloseAction: Action): Boolean
var
GuidedExperience: Codeunit "Guided Experience";
begin
if CloseAction = ACTION::OK then
if GuidedExperience.AssistedSetupExistsAndIsNotComplete(ObjectType::Page, PAGE::"Cash Flow Forecast Wizard") then
if not Confirm(SetupNotCompletedQst, false) then
Error('');
end;
var
MediaRepositoryStandard: Record "Media Repository";
MediaRepositoryDone: Record "Media Repository";
MediaResourcesStandard: Record "Media Resources";
MediaResourcesDone: Record "Media Resources";
DummyCashFlowSetup: Record "Cash Flow Setup";
ClientTypeManagement: Codeunit "Client Type Management";
TaxPaymentWindow: DateFormula;
Step: Option Start,Creation,AzureAI,Tax,Finish;
TopBannerVisible: Boolean;
FirstStepVisible: Boolean;
CreationStepVisible: Boolean;
TaxStepVisible: Boolean;
FinalStepVisible: Boolean;
FinishActionEnabled: Boolean;
BackActionEnabled: Boolean;
NextActionEnabled: Boolean;
UpdateFrequency: Option Never,Daily,Weekly;
LiquidFundsGLAccountFilter: Code[250];
TaxablePeriod: Option Monthly,Quarterly,"Accounting Period",Yearly;
TaxAccountValidType: Boolean;
CurrentTaxBalAccountType: Option;
AzureAIEnabled: Boolean;
APIURL: Text[250];
[NonDebuggable]
APIKEY: Text[250];
AzureAIStepVisible: Boolean;
ExistingSetupWillBeDeletedQst: Label 'The existing cash flow forecast setup will be deleted. Are you sure you want to continue?';
SetupNotCompletedQst: Label 'Setup of cash flow forecast has not been completed.\\Are you sure that you want to exit?';
local procedure EnableControls(Backwards: Boolean)
var
CashFlowForecast: Record "Cash Flow Forecast";
begin
if (Step = Step::Creation) and not Backwards then
if not CashFlowForecast.IsEmpty() then
if not Confirm(ExistingSetupWillBeDeletedQst) then
CurrPage.Close();
ResetControls();
case Step of
Step::Start:
ShowStartStep();
Step::Creation:
ShowCreationStep();
Step::AzureAI:
ShowAzureAIStep();
Step::Tax:
ShowTaxStep();
Step::Finish:
ShowFinalStep();
end;
end;
local procedure FinishAction()
var
CashFlowSetup: Record "Cash Flow Setup";
CashFlowManagement: Codeunit "Cash Flow Management";
GuidedExperience: Codeunit "Guided Experience";
APIKeyAsSecretText: SecretText;
begin
CashFlowManagement.SetupCashFlow(LiquidFundsGLAccountFilter);
CashFlowSetup.UpdateTaxPaymentInfo(TaxablePeriod, TaxPaymentWindow,
DummyCashFlowSetup."Tax Bal. Account Type", DummyCashFlowSetup."Tax Bal. Account No.");
CashFlowSetup.Get();
CashFlowSetup.Validate("Azure AI Enabled", AzureAIEnabled);
CashFlowSetup.Validate("API URL", APIURL);
APIKeyAsSecretText := APIKEY;
CashFlowSetup.SaveUserDefinedAPIKey(APIKeyAsSecretText);
CashFlowSetup.Validate("Automatic Update Frequency", UpdateFrequency);
CashFlowSetup.Modify();
CashFlowManagement.UpdateCashFlowForecast(AzureAIEnabled);
GuidedExperience.CompleteAssistedSetup(ObjectType::Page, PAGE::"Cash Flow Forecast Wizard");
CurrPage.Close();
end;
local procedure NextStep(Backwards: Boolean)
begin
if Backwards then
// Skip AzureAI setup page if it is SaaS or AzureAI is disabled
if (Step = Step::Tax) and (not AzureAIEnabled or OnSaaS()) then
Step := Step - 2
else
Step := Step - 1
else
// Skip AzureAI setup page if it is SaaS or AzureAI is disabled
if (Step = Step::Creation) and (not AzureAIEnabled or OnSaaS()) then
Step := Step + 2
else
Step := Step + 1;
EnableControls(Backwards);
end;
local procedure ShowStartStep()
begin
FirstStepVisible := true;
FinishActionEnabled := false;
BackActionEnabled := false;
end;
local procedure ShowCreationStep()
begin
CreationStepVisible := true;
AzureAIStepVisible := false;
FinishActionEnabled := false;
end;
local procedure ShowTaxStep()
begin
TaxStepVisible := true;
FinishActionEnabled := false;
end;
local procedure ShowFinalStep()
begin
FinalStepVisible := true;
NextActionEnabled := false;
end;
local procedure ShowAzureAIStep()
begin
AzureAIStepVisible := true;
FinishActionEnabled := false;
end;
local procedure ResetControls()
begin
FinishActionEnabled := true;
BackActionEnabled := true;
NextActionEnabled := true;
TaxStepVisible := false;
FirstStepVisible := false;
CreationStepVisible := false;
FinalStepVisible := false;
AzureAIStepVisible := false;
end;
local procedure LoadTopBanners()
begin
if MediaRepositoryStandard.Get('AssistedSetup-NoText-400px.png', Format(ClientTypeManagement.GetCurrentClientType())) and
MediaRepositoryDone.Get('AssistedSetupDone-NoText-400px.png', Format(ClientTypeManagement.GetCurrentClientType()))
then
if MediaResourcesStandard.Get(MediaRepositoryStandard."Media Resources Ref") and
MediaResourcesDone.Get(MediaRepositoryDone."Media Resources Ref")
then
TopBannerVisible := MediaResourcesDone."Media Reference".HasValue;
end;
local procedure GetLiquidFundsGLAccountFilter(): Code[250]
var
CashFlowAccount: Record "Cash Flow Account";
CashFlowManagement: Codeunit "Cash Flow Management";
begin
if CashFlowAccount.Get(Format(CashFlowAccount."Source Type"::"Liquid Funds", 20)) then
if CashFlowAccount."G/L Account Filter" <> '' then
exit(CashFlowAccount."G/L Account Filter");
exit(CopyStr(CashFlowManagement.GetCashAccountFilter(), 1, 250));
end;
local procedure OnSaaS(): Boolean
var
EnvironmentInfo: Codeunit "Environment Information";
begin
exit(EnvironmentInfo.IsSaaS())
end;
}