Page 415 G/L Account Balance

// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Finance.Analysis;

using Microsoft.Finance.Dimension;
using Microsoft.Finance.GeneralLedger.Account;
using Microsoft.Finance.GeneralLedger.Ledger;
using Microsoft.Foundation.Comment;
using Microsoft.Foundation.Enums;
using Microsoft.Foundation.ExtendedText;

/// <summary>
/// G/L account balance analysis page with detailed balance breakdown and drill-down capabilities.
/// Provides comprehensive balance analysis with filtering and detailed entry access.
/// </summary>
page 415 "G/L Account Balance"
{
    Caption = 'G/L Account Balance';
    DeleteAllowed = false;
    InsertAllowed = false;
    LinksAllowed = false;
    PageType = ListPlus;
    SaveValues = true;
    SourceTable = "G/L Account";

    layout
    {
        area(content)
        {
            group(Options)
            {
                Caption = 'Options';
                field(ClosingEntryFilter; ClosingEntryFilter)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Closing Entries';
                    OptionCaption = 'Include,Exclude';
                    ToolTip = 'Specifies whether the balance shown will include closing entries. If you want to see the amounts on income statement accounts in closed years, you must exclude closing entries.';

                    trigger OnValidate()
                    begin
                        UpdateSubForm();
                    end;
                }
                field(DebitCreditTotals; DebitCreditTotals)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Debit && Credit Totals';
                    ToolTip = 'Specifies that the totals for both debit and credit are displayed in the matrix window.';

                    trigger OnValidate()
                    begin
                        UpdateSubForm();
                    end;
                }
                field(PeriodType; PeriodType)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'View by';
                    ToolTip = 'Specifies by which period amounts are displayed.';

                    trigger OnValidate()
                    begin
                        if PeriodType = PeriodType::"Accounting Period" then
                            AccountingPerioPeriodTypeOnVal();
                        if PeriodType = PeriodType::Year then
                            YearPeriodTypeOnValidate();
                        if PeriodType = PeriodType::Quarter then
                            QuarterPeriodTypeOnValidate();
                        if PeriodType = PeriodType::Month then
                            MonthPeriodTypeOnValidate();
                        if PeriodType = PeriodType::Week then
                            WeekPeriodTypeOnValidate();
                        if PeriodType = PeriodType::Day then
                            DayPeriodTypeOnValidate();
                    end;
                }
                field(AmountType; AmountType)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'View as';
                    ToolTip = 'Specifies how amounts are displayed. Net Change: The net change in the balance for the selected period. Balance at Date: The balance as of the last day in the selected period.';

                    trigger OnValidate()
                    begin
                        if AmountType = AmountType::"Balance at Date" then
                            BalanceatDateAmountTypeOnValid();
                        if AmountType = AmountType::"Net Change" then
                            NetChangeAmountTypeOnValidate();
                    end;
                }
            }
            part(GLBalanceLines; "G/L Account Balance Lines")
            {
                ApplicationArea = Basic, Suite;
            }
        }
    }

    actions
    {
        area(navigation)
        {
            group("A&ccount")
            {
                Caption = 'A&ccount';
                Image = ChartOfAccounts;
                action(Card)
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Card';
                    Image = EditLines;
                    RunObject = Page "G/L Account Card";
                    RunPageLink = "No." = field("No."),
                                  "Date Filter" = field("Date Filter"),
                                  "Global Dimension 1 Filter" = field("Global Dimension 1 Filter"),
                                  "Global Dimension 2 Filter" = field("Global Dimension 2 Filter"),
                                  "Budget Filter" = field("Budget Filter"),
                                  "Business Unit Filter" = field("Business Unit Filter");
                    ShortCutKey = 'Shift+F7';
                    ToolTip = 'View information about general ledger accounts, such as the account number, account name, and whether the account is part of the income statement or balance sheet.';
                }
                action("Ledger E&ntries")
                {
                    ApplicationArea = Basic, Suite;
                    Caption = 'Ledger E&ntries';
                    Image = GLRegisters;
                    RunObject = Page "General Ledger Entries";
                    RunPageLink = "G/L Account No." = field("No.");
                    RunPageView = sorting("G/L Account No.");
                    ShortCutKey = 'Ctrl+F7';
                    ToolTip = 'View the history of transactions that have been posted for the selected record.';
                }
                action("Co&mments")
                {
                    ApplicationArea = Comments;
                    Caption = 'Co&mments';
                    Image = ViewComments;
                    RunObject = Page "Comment Sheet";
                    RunPageLink = "Table Name" = const("G/L Account"),
                                  "No." = field("No.");
                    ToolTip = 'View or add comments for the record.';
                }
                action(Dimensions)
                {
                    ApplicationArea = Dimensions;
                    Caption = 'Dimensions';
                    Image = Dimensions;
                    RunObject = Page "Default Dimensions";
                    RunPageLink = "Table ID" = const(15),
                                  "No." = field("No.");
                    ShortCutKey = 'Alt+D';
                    ToolTip = 'View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history.';
                }
                action("E&xtended Texts")
                {
                    ApplicationArea = Suite;
                    Caption = 'E&xtended Texts';
                    Image = Text;
                    RunObject = Page "Extended Text List";
                    RunPageLink = "Table Name" = const("G/L Account"),
                                  "No." = field("No.");
                    RunPageView = sorting("Table Name", "No.", "Language Code", "All Language Codes", "Starting Date", "Ending Date");
                    ToolTip = 'View additional information about a general ledger account, this supplements the Description field.';
                }
                action("Receivables-Payables")
                {
                    ApplicationArea = Suite;
                    Caption = 'Receivables-Payables';
                    Image = ReceivablesPayables;
                    RunObject = Page "Receivables-Payables";
                    ToolTip = 'View a summary of the receivables and payables for the account, including customer and vendor balance due amounts.';
                }
            }
        }
        area(Promoted)
        {
        }
    }

    trigger OnAfterGetRecord()
    begin
        UpdateSubForm();
    end;

    protected var
        PeriodType: Enum "Analysis Period Type";
        AmountType: Enum "Analysis Amount Type";
        ClosingEntryFilter: Option Include,Exclude;
        DebitCreditTotals: Boolean;

    local procedure UpdateSubForm()
    begin
        CurrPage.GLBalanceLines.PAGE.SetLines(Rec, PeriodType, AmountType, ClosingEntryFilter, DebitCreditTotals);
    end;

    local procedure DayPeriodTypeOnPush()
    begin
        UpdateSubForm();
    end;

    local procedure WeekPeriodTypeOnPush()
    begin
        UpdateSubForm();
    end;

    local procedure MonthPeriodTypeOnPush()
    begin
        UpdateSubForm();
    end;

    local procedure QuarterPeriodTypeOnPush()
    begin
        UpdateSubForm();
    end;

    local procedure YearPeriodTypeOnPush()
    begin
        UpdateSubForm();
    end;

    local procedure AccountingPerioPeriodTypeOnPush()
    begin
        UpdateSubForm();
    end;

    local procedure BalanceatDateAmountTypeOnPush()
    begin
        UpdateSubForm();
    end;

    local procedure NetChangeAmountTypeOnPush()
    begin
        UpdateSubForm();
    end;

    local procedure DayPeriodTypeOnValidate()
    begin
        DayPeriodTypeOnPush();
    end;

    local procedure WeekPeriodTypeOnValidate()
    begin
        WeekPeriodTypeOnPush();
    end;

    local procedure MonthPeriodTypeOnValidate()
    begin
        MonthPeriodTypeOnPush();
    end;

    local procedure QuarterPeriodTypeOnValidate()
    begin
        QuarterPeriodTypeOnPush();
    end;

    local procedure YearPeriodTypeOnValidate()
    begin
        YearPeriodTypeOnPush();
    end;

    local procedure AccountingPerioPeriodTypeOnVal()
    begin
        AccountingPerioPeriodTypeOnPush();
    end;

    local procedure NetChangeAmountTypeOnValidate()
    begin
        NetChangeAmountTypeOnPush();
    end;

    local procedure BalanceatDateAmountTypeOnValid()
    begin
        BalanceatDateAmountTypeOnPush();
    end;
}