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Merge origin/main into community contribution
Co-authored-by: Copilot App <223556219+Copilot@users.noreply.github.com>
This commit is contained in:
commit
6e01ca89f6
70 changed files with 1405 additions and 9 deletions
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codeunit 50101 "Meter Jnl.-Post"
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{
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procedure Post(var MeterJnlLine: Record "Meter Journal Line")
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var
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MeterLedgEntry: Record "Meter Ledger Entry";
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||||
begin
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// Validation, Journal access, and posting all mixed in one routine.
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if not Confirm('Post journal lines?') then
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exit;
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if MeterJnlLine.FindSet() then
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repeat
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if MeterJnlLine.Quantity = 0 then
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Error('Quantity must not be zero.');
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MeterLedgEntry.Init();
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MeterLedgEntry.TransferFields(MeterJnlLine);
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MeterLedgEntry.Insert();
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MeterJnlLine.Delete();
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until MeterJnlLine.Next() = 0;
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||||
end;
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||||
}
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@ -0,0 +1,42 @@
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|||
codeunit 50100 "Meter Jnl.-Check Line"
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||||
{
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procedure CheckLine(var MeterJnlLine: Record "Meter Journal Line")
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begin
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// Reads setup/dimension data only, shows no UI beyond errors.
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if MeterJnlLine.Quantity = 0 then
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Error('Quantity must not be zero.');
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end;
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}
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codeunit 50101 "Meter Jnl.-Post Line"
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||||
{
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procedure PostLine(var MeterJnlLine: Record "Meter Journal Line")
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var
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MeterLedgEntry: Record "Meter Ledger Entry";
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||||
begin
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// Posts exactly one journal line; never touches the Journal table.
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MeterLedgEntry.Init();
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MeterLedgEntry.TransferFields(MeterJnlLine);
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MeterLedgEntry.Insert();
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end;
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||||
}
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codeunit 50102 "Meter Jnl.-Post Batch"
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{
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procedure PostBatch(var MeterJnlLine: Record "Meter Journal Line")
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var
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CheckLine: Codeunit "Meter Jnl.-Check Line";
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PostLine: Codeunit "Meter Jnl.-Post Line";
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||||
begin
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||||
if MeterJnlLine.FindSet() then
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repeat
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CheckLine.CheckLine(MeterJnlLine);
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until MeterJnlLine.Next() = 0;
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||||
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if MeterJnlLine.FindSet() then
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repeat
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PostLine.PostLine(MeterJnlLine);
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MeterJnlLine.Delete();
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until MeterJnlLine.Next() = 0;
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end;
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}
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@ -0,0 +1,28 @@
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---
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bc-version: [all]
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domain: data-modeling
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keywords: [posting-routine, check-line, post-line, post-batch, companion-codeunit, yes-no-wrapper, journal]
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technologies: [al]
|
||||
countries: [w1]
|
||||
application-area: [all]
|
||||
---
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||||
|
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# Split posting routines into Check Line / Post Line / Post Batch
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> Contributions welcome — open a PR to refine or extend this article.
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|
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## Description
|
||||
|
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Business Central's own journal-based posting routines consistently follow a three-codeunit split, each with one primary responsibility — `Codeunit "Gen. Jnl.-Check Line"` / `"Gen. Jnl.-Post Line"` / `"Gen. Jnl.-Post Batch"` for the general journal, and the same `<Journal>-Check Line` / `<Journal>-Post Line` / `<Journal>-Post Batch` shape repeated for Item, Resource, Job, Fixed Asset, Insurance, and Cost Accounting journals: `Check Line` validates one line, `Post Line` posts exactly one journal line — `Gen. Jnl.-Post Line` itself can write more than one G/L Entry per call (a balancing entry, VAT, currency rounding, deferrals), so "exactly one line" describes its input, not a one-entry-out guarantee — and `Post Batch` loops both across the journal. A document posting routine (posting one document at a time) calls `Post Line` directly and skips `Post Batch`. This is the standard shape to evaluate a new journal-based posting routine against, not a platform-enforced constraint — a routine with a genuinely different transaction/reuse shape may legitimately organize itself differently, and the three codeunits' responsibilities are a useful default split, not a guarantee that every implementation keeps them non-overlapping. But a new routine that blurs this split without a specific reason either misses functionality other code expects to call directly, or exposes an interaction surface it shouldn't.
|
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|
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## Best Practice
|
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|
||||
`Check Line` reads setup/dimension data only on its first call and shows no UI beyond errors. `Post Line` only operates on the record passed to it — never the Journal table — so it can be called directly by other posting code, including a document posting routine. `Post Batch` is the only one of the three that reads and updates the Journal table, and it is the only one invoked from the Post action on a journal page. A `-Post` document codeunit is never called directly from a page; a page calls a `-Post (Yes/No)` confirmation wrapper instead, so the same `-Post` codeunit can also run unattended from a batch-posting report.
|
||||
|
||||
See sample: [`check-post-line-batch-pattern.good.al`](check-post-line-batch-pattern.good.al).
|
||||
|
||||
## Anti Pattern
|
||||
|
||||
A single monolithic posting codeunit that reads the Journal table, validates lines, writes ledger entries, and shows confirmation dialogs all in one procedure. It cannot be reused by another posting routine without fabricating journal records, and it cannot run unattended because it insists on user interaction.
|
||||
|
||||
See sample: [`check-post-line-batch-pattern.bad.al`](check-post-line-batch-pattern.bad.al).
|
||||
|
|
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|||
table 50100 "Course"
|
||||
{
|
||||
fields
|
||||
{
|
||||
field(1; "No."; Code[20]) { }
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||||
field(10; "Global Dimension 1 Code"; Code[20])
|
||||
{
|
||||
// No CaptionClass, no OnValidate call into DimensionManagement.
|
||||
// Accepts any value; never becomes a Default Dimension record.
|
||||
TableRelation = "Dimension Value".Code;
|
||||
}
|
||||
}
|
||||
}
|
||||
|
|
@ -0,0 +1,89 @@
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// Master data: Default Dimension records, no Dimension Set ID field.
|
||||
table 50100 "Course"
|
||||
{
|
||||
fields
|
||||
{
|
||||
field(1; "No."; Code[20]) { }
|
||||
field(10; "Global Dimension 1 Code"; Code[20])
|
||||
{
|
||||
CaptionClass = '1,1,1';
|
||||
TableRelation = "Dimension Value".Code where(
|
||||
"Global Dimension No." = const(1), Blocked = const(false));
|
||||
|
||||
trigger OnValidate()
|
||||
var
|
||||
DimMgt: Codeunit DimensionManagement;
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||||
begin
|
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DimMgt.ValidateDimValueCode(1, "Global Dimension 1 Code");
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DimMgt.SaveDefaultDim(Database::Course, "No.", 1, "Global Dimension 1 Code");
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end;
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||||
}
|
||||
}
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|
||||
trigger OnDelete()
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var
|
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DimMgt: Codeunit DimensionManagement;
|
||||
begin
|
||||
DimMgt.DeleteDefaultDim(Database::Course, "No.");
|
||||
end;
|
||||
}
|
||||
|
||||
// Transactional/document data: a single Dimension Set ID, inherited from the
|
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// related master record and overridable via shortcut dimension fields.
|
||||
table 50101 "Course Registration Header"
|
||||
{
|
||||
fields
|
||||
{
|
||||
field(1; "No."; Code[20]) { }
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||||
field(2; "Customer No."; Code[20])
|
||||
{
|
||||
TableRelation = Customer;
|
||||
|
||||
trigger OnValidate()
|
||||
begin
|
||||
UpdateDimensionSetID();
|
||||
end;
|
||||
}
|
||||
field(10; "Shortcut Dimension 1 Code"; Code[20])
|
||||
{
|
||||
CaptionClass = '1,1,1';
|
||||
TableRelation = "Dimension Value".Code where(
|
||||
"Global Dimension No." = const(1), Blocked = const(false));
|
||||
|
||||
trigger OnValidate()
|
||||
var
|
||||
DimMgt: Codeunit DimensionManagement;
|
||||
begin
|
||||
DimMgt.ValidateShortcutDimValues(1, "Shortcut Dimension 1 Code", "Dimension Set ID");
|
||||
end;
|
||||
}
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||||
field(480; "Dimension Set ID"; Integer)
|
||||
{
|
||||
Editable = false;
|
||||
TableRelation = "Dimension Set Entry"."Dimension Set ID";
|
||||
}
|
||||
}
|
||||
|
||||
local procedure UpdateDimensionSetID()
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||||
var
|
||||
Customer: Record Customer;
|
||||
DimMgt: Codeunit DimensionManagement;
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||||
DefaultDimSource: List of [Dictionary of [Integer, Code[20]]];
|
||||
GlobalDim2Code: Code[20];
|
||||
begin
|
||||
// Recompute from scratch (InheritFromDimSetID = 0) whether or not the
|
||||
// customer lookup succeeds. Passing the existing "Dimension Set ID"
|
||||
// here would inherit dimensions from whichever record the document
|
||||
// was previously linked to, and exiting early on a failed Get would
|
||||
// leave that same stale data in place — both defeat the point of
|
||||
// this procedure. Clearing the shortcut field and recomputing with
|
||||
// an empty source list (when the customer doesn't exist) correctly
|
||||
// clears the document's dimensions instead of leaving old ones.
|
||||
"Shortcut Dimension 1 Code" := '';
|
||||
if Customer.Get("Customer No.") then
|
||||
DimMgt.AddDimSource(DefaultDimSource, Database::Customer, "Customer No.");
|
||||
"Dimension Set ID" :=
|
||||
DimMgt.GetDefaultDimID(
|
||||
DefaultDimSource, '', "Shortcut Dimension 1 Code", GlobalDim2Code, 0, 0);
|
||||
end;
|
||||
}
|
||||
|
|
@ -0,0 +1,35 @@
|
|||
---
|
||||
bc-version: [all]
|
||||
domain: data-modeling
|
||||
keywords: [dimensions, dimensionmanagement, global-dimension, shortcut-dimension, default-dimension, validatedimvaluecode, getdefaultdimid]
|
||||
technologies: [al]
|
||||
countries: [w1]
|
||||
application-area: [all]
|
||||
---
|
||||
|
||||
# Wire dimension support through DimensionManagement, not ad hoc fields
|
||||
|
||||
> Contributions welcome — open a PR to refine or extend this article.
|
||||
|
||||
## Description
|
||||
|
||||
Adding dimension support to a custom table is not just a matter of adding a `Code[20]` field, and master tables and document/transactional tables wire into `Codeunit "Dimension Management"` through two different models — treating them as one mechanism is itself the mistake this article corrects:
|
||||
|
||||
- **Master data** (a custom master table, e.g. "Course") persists **Default Dimension** records: each shortcut dimension field validates through `ValidateDimValueCode`, then the result is saved via `SaveDefaultDim`, and `DeleteDefaultDim` removes them again in `OnDelete`. Both `ValidateDimValueCode` and `SaveDefaultDim` take the shortcut dimension *number* (1-8, matching `General Ledger Setup`'s "Shortcut Dimension N Code" fields) as their first/third argument respectively — not the AL field ID of the table field being validated. The master record itself carries no `Dimension Set ID` field.
|
||||
- **Transactional/document data** (a custom document or journal-line table) carries a single **`Dimension Set ID`** field — a pointer to a shared, deduplicated set of dimension values in `Dimension Set Entry`, assembled from whatever the document inherited plus whatever the user overrode. A document does not acquire that ID by calling `SaveDefaultDim`; it builds a source list with `AddDimSource` (naming the related master table and its key, e.g. `Database::Customer`), then calls `GetDefaultDimID` to compute a new `Dimension Set ID` that inherits the master's Default Dimension records. Editing a shortcut dimension field directly on the document validates through `ValidateShortcutDimValues`, which updates the same `Dimension Set ID` in place rather than writing a separate Default Dimension record.
|
||||
|
||||
Skipping the model that actually matches the table's kind produces a field that looks correct in the designer but silently fails to save, validate, or carry through to postings — or, for a document, one that never picks up the customer's/vendor's own dimensions at all.
|
||||
|
||||
## Best Practice
|
||||
|
||||
For a master table, validate each shortcut dimension field through `ValidateDimValueCode`, save the result with `SaveDefaultDim`, and delete the matching Default Dimension records in `OnDelete`.
|
||||
|
||||
For a document table, when the field that attaches the document to a master record changes (e.g. `Customer No.`), call `AddDimSource` naming that master table and key, then `GetDefaultDimID` to compute the document's new `Dimension Set ID`, inheriting the master's Default Dimension records. Pass `0` for `GetDefaultDimID`'s `InheritFromDimSetID` argument in this case — passing the document's *existing* `Dimension Set ID` instead inherits whatever dimensions were already in it, so a value the previous linked record supplied can survive into the new one even where the new record has no default for that dimension. Run this same recompute — clear the shortcut field, call `GetDefaultDimID` with no source added — when the lookup on the new key fails (blank or an invalid value), too: exiting early instead leaves the previous record's dimensions in place, which is the same staleness bug the `InheritFromDimSetID = 0` rule exists to prevent. Validate the document's own Shortcut Dimension fields through `ValidateShortcutDimValues`, which updates that same `Dimension Set ID` in place rather than persisting a separate Default Dimension record.
|
||||
|
||||
See sample: [`dimension-management-wiring.good.al`](dimension-management-wiring.good.al).
|
||||
|
||||
## Anti Pattern
|
||||
|
||||
Adding a dimension-looking field with only a `TableRelation` to Dimension Value, and no call into `DimensionManagement` at all. The field accepts input but never becomes a real Default Dimension record, so it does not validate against blocked values and does not flow into postings.
|
||||
|
||||
See sample: [`dimension-management-wiring.bad.al`](dimension-management-wiring.bad.al).
|
||||
|
|
@ -0,0 +1,14 @@
|
|||
table 50100 "Period Stats"
|
||||
{
|
||||
fields
|
||||
{
|
||||
field(1; "Period Start"; Date) { }
|
||||
field(2; Flow; Enum "Some Flow") { }
|
||||
}
|
||||
keys
|
||||
{
|
||||
// Table already shipped with key(PK; "Period Start").
|
||||
// Adding Flow here breaks every upgrade with AS0009.
|
||||
key(PK; Flow, "Period Start") { Clustered = true; }
|
||||
}
|
||||
}
|
||||
|
|
@ -0,0 +1,24 @@
|
|||
table 50100 "Period Stats"
|
||||
{
|
||||
fields
|
||||
{
|
||||
field(1; "Period Start"; Date) { }
|
||||
}
|
||||
keys
|
||||
{
|
||||
key(PK; "Period Start") { Clustered = true; }
|
||||
}
|
||||
}
|
||||
|
||||
table 50101 "Period Stats By Flow"
|
||||
{
|
||||
fields
|
||||
{
|
||||
field(1; "Period Start"; Date) { }
|
||||
field(2; Flow; Enum "Some Flow") { }
|
||||
}
|
||||
keys
|
||||
{
|
||||
key(PK; Flow, "Period Start") { Clustered = true; }
|
||||
}
|
||||
}
|
||||
|
|
@ -0,0 +1,28 @@
|
|||
---
|
||||
bc-version: [all]
|
||||
domain: data-modeling
|
||||
keywords: [primary-key, clustered-key, table-design, appsource, breaking-change, schema-upgrade]
|
||||
technologies: [al]
|
||||
countries: [w1]
|
||||
application-area: [all]
|
||||
---
|
||||
|
||||
# Never Change a Published Table's Primary or Clustered Key Field List
|
||||
|
||||
> Contributions welcome — open a PR to refine or extend this article.
|
||||
|
||||
## Description
|
||||
|
||||
Once a table has shipped — to AppSource, or to any customer environment that has already upgraded onto it — its primary key, and any other key marked `Clustered = true`, is frozen. This includes adding a field to the key, not only removing or reordering one: Business Central identifies existing rows by their key value, so any change to which fields compose that key invalidates every row already stored under the old shape, and the platform's upgrade validation rejects it outright (`AS0009`). This is easy to trip over because it doesn't look like the well-known "don't delete a field" mistake — the field being added is often brand new, and folding a new discriminating dimension straight into the existing key feels like the natural, un-denormalized way to model it. On an unpublished table that is correct; on a published one it is a breaking schema change regardless of which direction the field list changed, and there is no in-place fix once the upgrade is rejected, only reverting the key to its published shape.
|
||||
|
||||
## Best Practice
|
||||
|
||||
Leave a published table's key exactly as shipped. Model a new discriminating dimension as a separate table with its own key instead of adding a field to the existing key, and branch orchestration code by the new dimension rather than filtering one shared table on an extra key field.
|
||||
|
||||
See sample: [`do-not-change-primary-key.good.al`](do-not-change-primary-key.good.al).
|
||||
|
||||
## Anti Pattern
|
||||
|
||||
Adding a field to a published table's primary or clustered key to distinguish a new case. This fails AppSource validation or any customer upgrade with `AS0009` as soon as rows already exist under the old key shape, whether the field is being added, removed, or reordered.
|
||||
|
||||
See sample: [`do-not-change-primary-key.bad.al`](do-not-change-primary-key.bad.al).
|
||||
|
|
@ -0,0 +1,12 @@
|
|||
codeunit 50130 "Sample Item Ledger Lookup"
|
||||
{
|
||||
procedure GetPostedItemLedgerEntries(var SalesHeader: Record "Sales Header"; var ItemLedgerEntry: Record "Item Ledger Entry")
|
||||
var
|
||||
LibrarySales: Codeunit "Library - Sales";
|
||||
InvoiceNo: Code[20];
|
||||
begin
|
||||
InvoiceNo := LibrarySales.PostSalesDocument(SalesHeader, true, true);
|
||||
ItemLedgerEntry.SetRange("Document No.", InvoiceNo);
|
||||
if ItemLedgerEntry.FindSet() then;
|
||||
end;
|
||||
}
|
||||
|
|
@ -0,0 +1,13 @@
|
|||
codeunit 50130 "Sample Item Ledger Lookup"
|
||||
{
|
||||
procedure GetPostedItemLedgerEntries(var SalesHeader: Record "Sales Header"; var ItemLedgerEntry: Record "Item Ledger Entry")
|
||||
var
|
||||
LibrarySales: Codeunit "Library - Sales";
|
||||
ShippingNo: Code[20];
|
||||
begin
|
||||
LibrarySales.PostSalesDocument(SalesHeader, true, true);
|
||||
ShippingNo := SalesHeader."Last Shipping No.";
|
||||
ItemLedgerEntry.SetRange("Document No.", ShippingNo);
|
||||
if ItemLedgerEntry.FindSet() then;
|
||||
end;
|
||||
}
|
||||
|
|
@ -0,0 +1,26 @@
|
|||
---
|
||||
bc-version: [all]
|
||||
domain: data-modeling
|
||||
keywords: [item-ledger-entry, document-no, last-shipping-no, ship-and-invoice, posting, sales-order]
|
||||
technologies: [al]
|
||||
countries: [w1]
|
||||
application-area: [all]
|
||||
---
|
||||
|
||||
# After Ship-and-Invoice posting, Item Ledger Entry carries the shipment document number
|
||||
|
||||
## Description
|
||||
|
||||
Posting a sales order with both Ship and Invoice in one call creates the Item Ledger Entry during the shipment leg of that combined post, so the entry's `Document No.` is stamped with the value assigned to the shipment — `Sales Header."Last Shipping No."` — not the posted sales invoice number the posting call returns. Code that filters Item Ledger Entry by the invoice number instead finds nothing: `SetRange`/`FindSet` simply return zero rows, with no error to signal the mistake.
|
||||
|
||||
## Best Practice
|
||||
|
||||
After posting a sales order with Ship and Invoice together, read `SalesHeader."Last Shipping No."` (populated during the post) and filter Item Ledger Entry by that value, not by the invoice number the posting routine returns.
|
||||
|
||||
See sample: [`item-ledger-entry-document-no-follows-last-shipping-no.good.al`](item-ledger-entry-document-no-follows-last-shipping-no.good.al).
|
||||
|
||||
## Anti Pattern
|
||||
|
||||
Filtering Item Ledger Entry by the posted sales invoice number after a combined Ship-and-Invoice post. The filter compiles and runs without error but matches zero rows, because the entry belongs to the shipment leg of the posting, not the invoice leg.
|
||||
|
||||
See sample: [`item-ledger-entry-document-no-follows-last-shipping-no.bad.al`](item-ledger-entry-document-no-follows-last-shipping-no.bad.al).
|
||||
|
|
@ -0,0 +1,12 @@
|
|||
codeunit 50100 "Tax Posting Helper"
|
||||
{
|
||||
procedure GetTaxAccount(var Setup: Record "Sales & Receivables Setup"): Code[20]
|
||||
var
|
||||
DefaultTaxAccountTxt: Label 'DEFAULT-TAX';
|
||||
begin
|
||||
Setup.Get();
|
||||
if Setup."Tax Account No." <> '' then
|
||||
exit(Setup."Tax Account No.");
|
||||
exit(DefaultTaxAccountTxt);
|
||||
end;
|
||||
}
|
||||
|
|
@ -0,0 +1,9 @@
|
|||
codeunit 50100 "Tax Posting Helper"
|
||||
{
|
||||
procedure GetTaxAccount(var Setup: Record "Sales & Receivables Setup"): Code[20]
|
||||
begin
|
||||
Setup.Get();
|
||||
Setup.TestField("Tax Account No.");
|
||||
exit(Setup."Tax Account No.");
|
||||
end;
|
||||
}
|
||||
|
|
@ -0,0 +1,28 @@
|
|||
---
|
||||
bc-version: [all]
|
||||
domain: data-modeling
|
||||
keywords: [testfield, setup-table, configuration, mandatory-field, silent-fallback, correctness]
|
||||
technologies: [al]
|
||||
countries: [w1]
|
||||
application-area: [all]
|
||||
---
|
||||
|
||||
# TestField a Setup-Table Value Before Using It in a Correctness-Critical Branch
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> Contributions welcome — open a PR to refine or extend this article.
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## Description
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A procedure that reads a field from a setup or configuration table inside a branch where the surrounding logic has already decided that value is required needs to guard against it being blank. A common anti-pattern silently treats "blank" as "feature not wanted": it checks the field for emptiness and falls through to a default instead of raising an error. `Get()` succeeding on the setup record only proves the record exists, not that the specific field was ever configured, so the fallback path makes a missing configuration indistinguishable from a deliberate one — and the wrong outcome, especially in financial, tax, or compliance postings, surfaces silently rather than as a crash a tester would notice.
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## Best Practice
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Once a business rule has decided that a setup-table field's value is required for a branch to behave correctly, call `TestField` on it before use, even though a plain read would "work" by returning a blank or zero without erroring. Write a test that blanks the setup field and asserts the resulting error, so the guard itself is verified rather than merely present.
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See sample: [`testfield-required-setup-field.good.al`](testfield-required-setup-field.good.al).
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## Anti Pattern
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Reading a required setup-table field behind a presence check that falls through to a default value instead of erroring. This looks defensive because it never crashes, but it converts "administrator forgot to configure this" into "system silently did something else" — worse than a hard failure, because nobody is told anything went wrong.
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||||
|
||||
See sample: [`testfield-required-setup-field.bad.al`](testfield-required-setup-field.bad.al).
|
||||
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