bcquality/microsoft/knowledge/data-modeling/new-price-source-must-add-candidate-and-trigger-recalculation.md
Michael Dieringer fd59919778
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9 AL/BC patterns: document distribution, price calculation & barcode extensibility (#175)
* Add 5 AL/BC patterns: document distribution (Report Selections, Document Sending Profile, Find Entries, TransferFields)

Five rules about Business Central's document distribution architecture,
verified against BCApps source and Microsoft Learn.

- custom-document-dispatch-must-not-bypass-report-selections
- document-print-and-email-actions-call-report-selections-directly
- extend-find-entries-navigate-for-new-document-types
- extend-report-selection-usage-for-new-document-types
- transferfields-mirrored-fields-must-match-type-and-length

Wired into al-data-modeling-review.md's worklist cues. Added a
disambiguation note on the TransferFields article distinguishing it from
the existing transferfields-skip-type-mismatch-can-drop-data.md
(type-mismatch skipping vs. length mismatch, which SkipFieldsNotMatchingType
does not affect).

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* Fix four merge-critical blockers from Jesper's review; add 4 more patterns

Addresses microsoft/BCQuality#175 review feedback:
- Extend al-data-modeling-review's entry gate/relevance scope and token
  list to recognize document actions, Navigate subscribers, Report
  Selection registration, price-calculation/price-source extensibility,
  TransferFields posting-cascade mirroring, and barcode font-provider
  usage - previously excluded before any worklist cue could run.
- Fix document-print-and-email-actions-call-report-selections-directly:
  permit the legitimate stateless DocumentSendingProfile.TrySendToPrinter/
  TrySendToEMail path; rework the bad fixture to load a configured
  profile instead of demonstrating a trivial blank-record no-op.
- Fix extend-report-selection-usage-for-new-document-types: scope to the
  applicable single counterparty (ReportSelectionHandlerCZZ partitions
  strictly; only genuinely two-sided usages like Compensation need both),
  and add the page-facing usage-enum map/validate events alongside the
  filter-event subscription for full Document Layouts support.
- Fix a stale field-citation in custom-document-dispatch-must-not-bypass-
  report-selections (Custom Report Layout Code is field 7, not part of
  the 19-26 email-configuration range).
- Add deterministic positive/clean evaluation coverage (review-fixtures.json
  additionalArticles + Test-ReviewFixtures.ps1 support) so all 9 new
  good/bad pairs are actually exercised, not just present.
- Add 4 new patterns: activate-new-price-calculation-handler-via-
  onfindsupportedsetup, extend-price-source-type-must-sync-document-
  subset-enum, new-price-source-must-add-candidate-and-trigger-
  recalculation, report-barcodes-must-use-barcode-module-and-production-
  font-name.

All claims verified against live microsoft/BCApps source and Microsoft
Learn. Validators: frontmatter 0/0, review-fixtures 52 cases/17 domains
PASSED, knowledge-index 309 articles PASSED.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* Fix 5 merge-critical issues from Jesper's 2026-09-24 review round

- activate-new-price-calculation-handler-via-onfindsupportedsetup: Default
  := true is required only for the fallback branch of PriceCalculationMgt's
  two-stage FindSetup - a handler reachable via a specific Dtld. Price
  Calculation Setup row needs no Default. Softened the article and its
  worklist cue accordingly. Also fixed an undefined "Sample Price Calc -
  Special" codeunit referenced but never declared in the eval fixtures -
  added a real implementation of interface "Price Calculation" with stub
  methods.
- new-price-source-must-add-candidate-and-trigger-recalculation: the good
  fixture called UpdateUnitPriceByField directly, which is a silent no-op
  without a prior PlanPriceCalcByField call (FieldCausedPriceCalculation
  gating, verified against SalesLine.Table.al). Switched to the public
  UpdateUnitPrice wrapper, matching real BCApps usage in
  ItemReferenceManagement.Codeunit.al.
- report-barcodes-must-use-barcode-module-and-production-font-name: split
  the 1D (ValidateInput + EncodeFont) and 2D (EncodeFont only) Barcode Font
  Provider interfaces, which the article previously conflated. Reframed the
  Code 39 anti-pattern around demonstrable encoding/checksum mismatch
  (verified against IDA1DCode39Encoder.Codeunit.al's real '(value)' output)
  rather than rejecting all manual delimiter use, since '*' is a legitimate
  Code 39 start/stop character. Also fixed extend-find-entries-navigate-
  for-new-document-types' eval fixtures, which referenced an undefined
  "Sample Posted Document Header" table/page - declared both.

All claims re-verified against live microsoft/BCApps source. Validators:
frontmatter 0/0, review-fixtures 126/20 domains PASSED, knowledge-index
342/575 PASSED, skill-index 19 leaves PASSED.

Co-Authored-By: Claude Sonnet 5 <noreply@anthropic.com>

* Align price-source and barcode routing cues with corrected articles

- Price-source cue now accepts UpdateUnitPrice, or the explicit
  PlanPriceCalcByField + UpdateUnitPriceByField sequence; bare
  UpdateUnitPriceByField does not count. Both APIs added to tokens.
- Barcode cue no longer flags manual delimiters as a category; routes
  only demonstrably invalid/provider-font-mismatched hand encoding, and
  requires ValidateInput + EncodeFont for 1D, EncodeFont only for 2D.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* Make barcode bad fixture self-contained: 1D EncodeFont without ValidateInput

The previous bad fixture (literal '*' delimiters, no layout/font/provider
evidence) no longer matched the narrowed routing cue. It now shows an
IDAutomation 1D provider path that calls EncodeFont without ValidateInput,
which is visible in AL alone. Article Anti Pattern and Source updated to
describe this variant (verified: IDAutomation 1D Provider's EncodeFont
does not call IsValidInput).

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* Fix three merge-critical items from Jesper's 2026-09-29 review

- Barcode: drop the false claim that '*value*' is mismatched with the
  IDAutomation Code 39 font; '*' is a documented start/stop form and
  '(' / ')' an accepted alternative. Cue and article now route only
  independently provable validation/checksum/font-binding defects.
- Dispatch good samples (and matching bad samples) now pass a
  Sales Invoice Header with the S.Invoice usage, matching the record
  the selected report (1306 "Standard Sales - Invoice") expects.
- custom-document-dispatch rule made disjunctive: a hardcoded report
  or a hand-built email is each a bypass on its own; scoped to
  customer/vendor-facing documents. Bad fixture shows the hardcoded
  report alone.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

* Clarify TrySendToEMail comment in print/email good sample

Make explicit that TrySendToEMail is also correct *because* it never
reads the customer's assigned profile (local record, E-Mail option set
by the helper itself), and name Get/GetDefaultForCustomer + Send as the
anti-pattern. Matches the article's Best Practice and BaseApp's own
Sales Invoice Header.EmailRecords.

Co-Authored-By: Claude Opus 5.5 <noreply@anthropic.com>

---------

Co-authored-by: Claude Sonnet 5 <noreply@anthropic.com>
2026-09-30 13:22:38 +02:00

5.3 KiB

bc-version domain keywords technologies countries application-area
all
data-modeling
price-calculation
price-source
onafteraddsources
recalculation
pricing
al
w1
all

A new price source needs both a calculation candidate and a recalculation trigger

Description

Making a custom field usable as a price source on a sales line is two separate, independent pieces of wiring, and doing only one produces a line that looks like it's using the new source without ever actually being priced by it. codeunit "Sales Line - Price" publishes OnAfterAddSources(SalesHeader: Record "Sales Header"; SalesLine: Record "Sales Line"; PriceType: Enum "Price Type"; var PriceSourceList: Codeunit "Price Source List") — subscribing here and calling PriceSourceList.Add(SourceType, SourceNo) makes the source a candidate the calculation considers. But nothing about that subscription causes the price to be recalculated when the source field's value changes on an existing line. That's the second, separate piece, and it needs to be wired correctly: Sales Line's procedure UpdateUnitPriceByField(CalledByFieldNo: Integer) only recalculates if the field was already planned — internally it exits immediately unless procedure PlanPriceCalcByField(CurrPriceFieldNo: Integer) was already called for that same field number. Calling UpdateUnitPriceByField on its own, without a matching PlanPriceCalcByField call first, compiles fine and looks correct, but silently recalculates nothing. Sales Line also exposes procedure UpdateUnitPrice(CalledByFieldNo: Integer), a convenience wrapper that does both steps in the right order (plan, then update) in one call — this is the method the base app itself calls from outside Sales Line to trigger recalculation for a field it just changed (see Inventory/Item/Catalog/ItemReferenceManagement.Codeunit.al: SalesLine.UpdateUnitPrice(SalesLine.FieldNo("Item Reference No."))), and it's what a custom price source field's own trigger should call too — the same way Microsoft's own Location example is wired from a Sales Line validation event, not from the price source registration itself.

Add the source without wiring recalculation, and the failure hides easily: a new line still prices correctly, because the field already holds its value when calculation first runs on insert. The gap only shows up when someone changes the source field's value on an existing line — the price silently keeps its old value until something unrelated happens to trigger recalculation.

Best Practice

Wire both halves together whenever a field becomes a price source: an OnAfterAddSources subscriber that adds it via PriceSourceList.Add, and a trigger on the field itself (its own OnValidate, or a matching OnAfterValidate integration event) that calls SalesLine.UpdateUnitPrice(SalesLine.FieldNo(<TheField>)). Calling UpdateUnitPriceByField directly, without first calling PlanPriceCalcByField for that same field number, is not equivalent — it exits immediately and recalculates nothing. UpdateUnitPrice does both calls, in the correct order, in one step.

See sample: new-price-source-must-add-candidate-and-trigger-recalculation.good.al.

Anti Pattern

Subscribing to OnAfterAddSources to register a custom field as a price source, without also triggering recalculation (via UpdateUnitPrice, or the PlanPriceCalcByField + UpdateUnitPriceByField pair) from that field's own validation. The field is a genuine, working calculation candidate — new lines price correctly — but editing the field on an existing line leaves the unit price stale, with nothing to indicate why.

See sample: new-price-source-must-add-candidate-and-trigger-recalculation.bad.al.

Source

BCApps (src/Layers/W1/BaseApp/): Sales/Pricing/SalesLinePrice.Codeunit.al (local procedure OnAfterAddSources(SalesHeader: Record "Sales Header"; SalesLine: Record "Sales Line"; PriceType: Enum "Price Type"; var PriceSourceList: Codeunit "Price Source List")); Pricing/Source/PriceSourceList.Codeunit.al (procedure Add(SourceType: Enum "Price Source Type"; SourceNo: Code[20])); Sales/Document/SalesLine.Table.al (procedure PlanPriceCalcByField(CurrPriceFieldNo: Integer); procedure UpdateUnitPrice(CalledByFieldNo: Integer); procedure UpdateUnitPriceByField(CalledByFieldNo: Integer), which exits immediately unless FieldCausedPriceCalculation already equals CalledByFieldNo — the state PlanPriceCalcByField sets). External, idiomatic use of the one-call form: Inventory/Item/Catalog/ItemReferenceManagement.Codeunit.al (SalesLine.UpdateUnitPrice(SalesLine.FieldNo("Item Reference No."))).

Microsoft Learn, "Extending Price Calculations" (Location example): "To recalculate the price, we can subscribe to events that pass the sales line by reference... We'll call the UpdateUnitPriceByLocationCode() method, which is a simplified version of the UpdateUnitPriceByField() method... To add the location in the source list for price calculations, we'll subscribe to the OnAfterAddSources event of Codeunit 'Sales Line - Price,' and add the Location Code as a source." (https://learn.microsoft.com/dynamics365/business-central/dev-itpro/developer/devenv-extending-best-price-calculations)