Issue 5818. Changed OnLookup triger to OnDrilldown trigger, changed name of handling method for assist edit.

.github/workflows/PowerShell.yaml

@@ -22,7 +22,7 @@ jobs:
       security-events: write # for github/codeql-action/upload-sarif to upload SARIF results
     steps:
       - name: Harden Runner
-        uses: step-security/harden-runner@df199fb7be9f65074067a9eb93f12bb4c5547cf2 # v2.13.3
+        uses: step-security/harden-runner@20cf305ff2072d973412fa9b1e3a4f227bda3c76 # v2.14.0
         with:
           egress-policy: audit
 

.github/workflows/UpdateALGoProjects.yaml

@@ -20,7 +20,7 @@ jobs:
       updateBranches: ${{ steps.getOfficialBranches.outputs.branchesJson }}
     steps:
       - name: Harden Runner
-        uses: step-security/harden-runner@df199fb7be9f65074067a9eb93f12bb4c5547cf2 # v2.13.3
+        uses: step-security/harden-runner@20cf305ff2072d973412fa9b1e3a4f227bda3c76 # v2.14.0
         with:
           egress-policy: audit
 

.github/workflows/UpdateBCArtifactVersion.yaml

@@ -20,7 +20,7 @@ jobs:
       updateBranches: ${{ steps.getOfficialBranches.outputs.branchesJson }}
     steps:
       - name: Harden Runner
-        uses: step-security/harden-runner@df199fb7be9f65074067a9eb93f12bb4c5547cf2 # v2.13.3
+        uses: step-security/harden-runner@20cf305ff2072d973412fa9b1e3a4f227bda3c76 # v2.14.0
         with:
           egress-policy: audit
 

.github/workflows/UpdatePackageVersions.yaml

@@ -20,7 +20,7 @@ jobs:
       updateBranches: ${{ steps.getOfficialBranches.outputs.branchesJson }}
     steps:
       - name: Harden Runner
-        uses: step-security/harden-runner@df199fb7be9f65074067a9eb93f12bb4c5547cf2 # v2.13.3
+        uses: step-security/harden-runner@20cf305ff2072d973412fa9b1e3a4f227bda3c76 # v2.14.0
         with:
           egress-policy: audit
 

.github/workflows/WorkitemValidation.yaml

@@ -20,7 +20,7 @@ jobs:
     runs-on: ubuntu-latest
     steps:
       - name: Harden Runner
-        uses: step-security/harden-runner@df199fb7be9f65074067a9eb93f12bb4c5547cf2 # v2.13.3
+        uses: step-security/harden-runner@20cf305ff2072d973412fa9b1e3a4f227bda3c76 # v2.14.0
         with:
           egress-policy: audit
 
@@ -40,7 +40,7 @@ jobs:
     needs: GitHubIssueValidation
     steps:
       - name: Harden Runner
-        uses: step-security/harden-runner@df199fb7be9f65074067a9eb93f12bb4c5547cf2 # v2.13.3
+        uses: step-security/harden-runner@20cf305ff2072d973412fa9b1e3a4f227bda3c76 # v2.14.0
         with:
           egress-policy: audit
 

.github/workflows/scorecard-analysis.yml

@@ -18,7 +18,7 @@ jobs:
 
     steps:
       - name: Harden Runner
-        uses: step-security/harden-runner@df199fb7be9f65074067a9eb93f12bb4c5547cf2 # v2.13.3
+        uses: step-security/harden-runner@20cf305ff2072d973412fa9b1e3a4f227bda3c76 # v2.14.0
         with:
           egress-policy: audit
 

src/Apps/W1/EDocument/App/Permissions/EDocCoreBasic.PermissionSet.al

@@ -7,8 +7,8 @@ namespace Microsoft.eServices.EDocument;
 
 using Microsoft.eServices.EDocument.IO.Peppol;
 using Microsoft.EServices.EDocument.OrderMatch;
-using Microsoft.eServices.EDocument.Service.Participant;
 using Microsoft.eServices.EDocument.Processing.Import.Purchase;
+using Microsoft.eServices.EDocument.Service.Participant;
 
 permissionset 6103 "E-Doc. Core - Basic"
 {

src/Apps/W1/EDocument/App/src/Document/EDocument.Table.al

@@ -296,7 +296,6 @@ table 6121 "E-Document"
             Caption = 'Last Clearance Request Time';
             DataClassification = SystemMetadata;
         }
-
         #endregion
     }
     keys
@@ -314,6 +313,9 @@ table 6121 "E-Document"
         key(Key4; SystemCreatedAt)
         {
         }
+        key(DueDate; "Due Date")
+        {
+        }
     }
 
     trigger OnDelete()

src/Apps/W1/EDocument/App/src/Document/Inbound/InboundEDocuments.Page.al

@@ -5,7 +5,11 @@
 namespace Microsoft.eServices.EDocument;
 
 using Microsoft.eServices.EDocument.Processing.Import;
+using Microsoft.eServices.EDocument.Processing.Import.Purchase;
 using Microsoft.Foundation.Attachment;
+using Microsoft.Purchases.Vendor;
+using System.Agents;
+using System.Agents.TaskPane;
 
 page 6105 "Inbound E-Documents"
 {
@@ -19,7 +23,7 @@ page 6105 "Inbound E-Documents"
     DeleteAllowed = true;
     InsertAllowed = false;
     ModifyAllowed = false;
-    SourceTableView = sorting(SystemCreatedAt) order(descending) where(Direction = const("E-Document Direction"::Incoming));
+    SourceTableView = sorting("Due Date") order(ascending) where(Direction = const("E-Document Direction"::Incoming));
 
     layout
     {
@@ -45,6 +49,68 @@ page 6105 "Inbound E-Documents"
                         EDocumentHelper.OpenDraftPage(Rec);
                     end;
                 }
+                field(ConfirmedVendorName; ConfirmedVendorTxt)
+                {
+                    Caption = 'Vendor Name';
+                    ToolTip = 'Specifies the bill-to/pay-to name of the document that was confirmed by the user during processing.';
+                    trigger OnDrillDown()
+                    var
+                        Vendor: Record Vendor;
+                        VendorCardPage: Page "Vendor Card";
+                    begin
+                        if Rec."Bill-to/Pay-to No." = '' then
+                            exit;
+                        Vendor.Get(Rec."Bill-to/Pay-to No.");
+                        Vendor.SetRecFilter();
+                        VendorCardPage.SetRecord(Vendor);
+                        VendorCardPage.RunModal();
+                    end;
+                }
+                field("Import Processing Status"; Rec."Import Processing Status")
+                {
+                    Caption = 'Processing Status';
+                    ToolTip = 'Specifies the stage in which the processing of this document is in.';
+                }
+                field("Document Date"; Rec."Document Date")
+                {
+                    Caption = 'Document Date';
+                    ToolTip = 'Specifies the date of the document.';
+                }
+                field("Due Date"; Rec."Due Date")
+                {
+                    Caption = 'Due Date';
+                    ToolTip = 'Specifies the due date of the document.';
+                }
+                field(TaskID; AgentTask.ID)
+                {
+                    Caption = 'Agent Task No.';
+                    ToolTip = 'Specifies the task number for the document.';
+                    Editable = false;
+                    ExtendedDatatype = Task;
+                    BlankNumbers = BlankZero;
+
+                    trigger OnDrillDown()
+                    var
+                        Task: Record "Agent Task";
+                        TaskPane: Codeunit "Task Pane";
+                    begin
+                        if AgentTask.ID = 0 then
+                            exit;
+                        Task.Get(AgentTask.ID);
+                        TaskPane.ShowTask(Task);
+                    end;
+                }
+                field(TaskStatus; AgentTask.Status)
+                {
+                    Caption = 'Task Status';
+                    ToolTip = 'Specifies the status of the agent task for this document.';
+                    Editable = false;
+                }
+                field("Vendor Name"; EDocumentPurchaseHeader."Vendor Company Name")
+                {
+                    Caption = 'Sender';
+                    ToolTip = 'Specifies the vendor name of the document.';
+                }
                 field(SystemCreatedAt; Rec.SystemCreatedAt)
                 {
                     Caption = 'Received At';
@@ -66,16 +132,6 @@ page 6105 "Inbound E-Documents"
                     Caption = 'Source Details';
                     ToolTip = 'Specifies the details about the source of the document.';
                 }
-                field("Vendor Name"; VendorNameTxt)
-                {
-                    Caption = 'Sender';
-                    ToolTip = 'Specifies the vendor name of the document.';
-                }
-                field("Import Processing Status"; Rec."Import Processing Status")
-                {
-                    Caption = 'Processing Status';
-                    ToolTip = 'Specifies the stage in which the processing of this document is in.';
-                }
                 field("Document Type"; Rec."Document Type")
                 {
                     Caption = 'Document Type';
@@ -342,9 +398,11 @@ page 6105 "Inbound E-Documents"
     var
         EDocumentProcessing: Codeunit "E-Document Processing";
     begin
+        if EDocumentPurchaseHeader.Get(Rec."Entry No") then;
         RecordLinkTxt := EDocumentProcessing.GetRecordLinkText(Rec);
         PopulateDocumentNameTxt();
-        PopulateVendorNameTxt();
+        PopulateConfirmedVendorNameTxt();
+        PopulateTaskInfo();
         SetDocumentTypeStyleExpression();
 
         HasPdf := false;
@@ -368,9 +426,17 @@ page 6105 "Inbound E-Documents"
         DocumentNameTxt := CaptionBuilder.ToText();
     end;
 
-    local procedure PopulateVendorNameTxt()
+    local procedure PopulateConfirmedVendorNameTxt()
+    begin
+        ConfirmedVendorTxt := Rec."Bill-to/Pay-to Name"
+    end;
+
+    local procedure PopulateTaskInfo()
     begin
-        VendorNameTxt := Rec."Bill-to/Pay-to Name";
+        AgentTask.SetRange("Company Name", CompanyName());
+        AgentTask.SetRange("External ID", Format(Rec."Entry No"));
+        if not AgentTask.IsEmpty() then
+            Clear(AgentTask);
     end;
 
     trigger OnOpenPage()
@@ -494,8 +560,10 @@ page 6105 "Inbound E-Documents"
 
     var
         EDocDataStorage: Record "E-Doc. Data Storage";
+        EDocumentPurchaseHeader: Record "E-Document Purchase Header";
+        AgentTask: Record "Agent Task";
         EDocumentHelper: Codeunit "E-Document Helper";
-        RecordLinkTxt, VendorNameTxt, DocumentNameTxt, DocumentTypeStyleTxt : Text;
+        RecordLinkTxt, DocumentNameTxt, DocumentTypeStyleTxt, ConfirmedVendorTxt : Text;
         HasPdf: Boolean;
 #if not CLEAN27
         EmailVisibilityFlag: Boolean;

src/Apps/W1/EDocument/App/src/Processing/AI/Tools/EDocHistoricalMatching.Codeunit.al

@@ -7,6 +7,7 @@ namespace Microsoft.eServices.EDocument.Processing.AI;
 using Microsoft.eServices.EDocument.Processing.Import;
 using Microsoft.eServices.EDocument.Processing.Import.Purchase;
 using Microsoft.Purchases.Document;
+using Microsoft.Finance.AllocationAccount;
 using Microsoft.Purchases.History;
 using Microsoft.Purchases.Vendor;
 using System.AI;
@@ -177,6 +178,7 @@ codeunit 6177 "E-Doc. Historical Matching" implements "AOAI Function", IEDocAISy
     local procedure LoadHistoricalDataIntoTempTable(var TempPurchInvLine: Record "Purch. Inv. Line" temporary; VendorNo: Code[20]; HistoricalMatchingConfig: Text)
     var
         PurchInvLine: Record "Purch. Inv. Line";
+        AllocationAccount: Record "Allocation Account";
         FeatureTelemetry: Codeunit "Feature Telemetry";
         OneYearAgoDate: Date;
         RecordCount: Integer;
@@ -202,6 +204,9 @@ codeunit 6177 "E-Doc. Historical Matching" implements "AOAI Function", IEDocAISy
             TempPurchInvLine.Copy(PurchInvLine);
             repeat
                 TempPurchInvLine := PurchInvLine;
+                if TempPurchInvLine."Allocation Account No." <> '' then
+                    if AllocationAccount.Get(TempPurchInvLine."Allocation Account No.") then
+                        TempPurchInvLine.Description := AllocationAccount.Name;
                 TempPurchInvLine.Insert();
                 RecordCount += 1;
             until (PurchInvLine.Next() = 0) or (RecordCount >= MaxHistoricalRecords);

src/Apps/W1/EDocument/App/src/SampleInvoice/EDocSamplePurchInvPDF.Codeunit.al

@@ -4,8 +4,8 @@
 // ------------------------------------------------------------------------------------------------
 namespace Microsoft.EServices.EDocument.Processing.Import.Purchase;
 
-using System.Utilities;
 using System.IO;
+using System.Utilities;
 
 /// <summary>
 /// Facade codeunit for managing sample purchase invoice PDF generation.

src/Apps/W1/EDocument/App/src/SampleInvoice/EDocSamplePurchaseInvoice.Codeunit.al

@@ -4,16 +4,16 @@
 // ------------------------------------------------------------------------------------------------
 namespace Microsoft.EServices.EDocument.Processing.Import.Purchase;
 
-using Microsoft.Purchases.Document;
-using System.Utilities;
-using Microsoft.Purchases.Vendor;
-using Microsoft.Inventory.Item;
 using Microsoft.Finance.GeneralLedger.Account;
-using Microsoft.Foundation.Period;
-using Microsoft.Foundation.UOM;
-using Microsoft.Foundation.Company;
 using Microsoft.Finance.GeneralLedger.Setup;
 using Microsoft.Foundation.Address;
+using Microsoft.Foundation.Company;
+using Microsoft.Foundation.Period;
+using Microsoft.Foundation.UOM;
+using Microsoft.Inventory.Item;
+using Microsoft.Purchases.Document;
+using Microsoft.Purchases.Vendor;
+using System.Utilities;
 
 /// <summary>
 /// The purpose of the codeunit is to generate sample purchase invoices in PDF format.
@@ -119,23 +119,7 @@ codeunit 6209 "E-Doc Sample Purchase Invoice"
     /// Adds a sample purchase invoice line to the current temporary header.
     /// </summary>
     procedure AddLine(LineType: Enum "Purchase Line Type"; No: Code[20]; Description: Text[100]; Quantity: Decimal; DirectUnitCost: Decimal; DeferralCode: Code[10]; UnitOfMeasureCode: Code[10])
-    var
-        Item: Record Item;
-        GLAccount: Record "G/L Account";
     begin
-        if Description = '' then
-            case LineType of
-                Enum::"Purchase Line Type"::Item:
-                    begin
-                        Item.Get(No);
-                        Description := Item.Description;
-                    end;
-                Enum::"Purchase Line Type"::"G/L Account":
-                    begin
-                        GLAccount.Get(No);
-                        Description := GLAccount.Name;
-                    end;
-            end;
         AddLine(TempEDocPurchLine, TempEDocPurchHeader, LineType, No, Description, Quantity, DirectUnitCost, DeferralCode, UnitOfMeasureCode);
     end;
 
@@ -166,7 +150,7 @@ codeunit 6209 "E-Doc Sample Purchase Invoice"
         EDocPurchaseLine."[BC] Purchase Line Type" := LineType;
         EDocPurchaseLine."[BC] Purchase Type No." := No;
         EDocPurchaseLine."Product Code" := No;
-        EDocPurchaseLine.Description := Description;
+        EDocPurchaseLine.Description := GetLineDescription(LineType, No, Description);
         EDocPurchaseLine.Quantity := Quantity;
         if UnitOfMeasureCode <> '' then
             UnitOfMeasure.Get(UnitOfMeasureCode)
@@ -210,4 +194,26 @@ codeunit 6209 "E-Doc Sample Purchase Invoice"
     begin
         exit(CopyStr(TempEDocPurchHeader."Sales Invoice No.", 1, MaxStrLen(SamplePurchInvFile."File Name")))
     end;
+
+    local procedure GetLineDescription(LineType: Enum "Purchase Line Type"; No: Code[20]; Description: Text[100]): Text[100]
+    var
+        Item: Record Item;
+        GLAccount: Record "G/L Account";
+    begin
+        if Description <> '' then
+            exit(Description);
+        case LineType of
+            Enum::"Purchase Line Type"::Item:
+                begin
+                    Item.Get(No);
+                    exit(Item.Description);
+                end;
+            Enum::"Purchase Line Type"::"G/L Account":
+                begin
+                    GLAccount.Get(No);
+                    exit(GLAccount.Name);
+                end;
+        end;
+        exit('');
+    end;
 }

src/Apps/W1/EDocument/App/src/SampleInvoice/EDocSamplePurchaseInvoice.Report.al

@@ -7,8 +7,8 @@ namespace Microsoft.EServices.EDocument.Processing.Import.Purchase;
 using Microsoft.Foundation.Address;
 using Microsoft.Foundation.Company;
 using Microsoft.Inventory.Location;
-using System.Utilities;
 using Microsoft.Purchases.Vendor;
+using System.Utilities;
 
 /// <summary>
 /// Report for generating sample purchase invoice PDFs