Slice 580818: [Expense Management] - Role Centers updates 💸

src/Apps/W1/ExpenseAgent/app/app.json

@@ -39,7 +39,7 @@
     },
     {
       "from": 7073,
-      "to": 7137
+      "to": 7147
     }
   ],
   "features": [

src/Apps/W1/ExpenseAgent/app/src/Common/Extensions/ExpAccPayableAdminRCExt.PageExt.al

@@ -0,0 +1,22 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.ExpenseAgent;
+
+using Microsoft.Finance.RoleCenters;
+
+pageextension 6905 "Exp. Acc. Payable Admin RC Ext" extends "Acc. Payable Administrator RC"
+{
+    layout
+    {
+        addlast(rolecenter)
+        {
+            part("Expense Activities"; "Expense Activities")
+            {
+                AccessByPermission = tabledata Expense = R;
+                ApplicationArea = Basic, Suite;
+            }
+        }
+    }
+}

src/Apps/W1/ExpenseAgent/app/src/Common/Extensions/ExpAccountantRCExt.PageExt.al

@@ -0,0 +1,22 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.ExpenseAgent;
+
+using Microsoft.Finance.RoleCenters;
+
+pageextension 6904 "Exp. Accountant RC Ext" extends "Accountant Role Center"
+{
+    layout
+    {
+        addlast(rolecenter)
+        {
+            part("Expense Activities"; "Expense Activities")
+            {
+                AccessByPermission = tabledata Expense = R;
+                ApplicationArea = Basic, Suite;
+            }
+        }
+    }
+}

src/Apps/W1/ExpenseAgent/app/src/Common/Extensions/ExpBusinessManagerRCExt.PageExt.al

@@ -0,0 +1,22 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.ExpenseAgent;
+
+using Microsoft.Finance.RoleCenters;
+
+pageextension 6906 "Exp. Business Manager RC Ext" extends "Business Manager Role Center"
+{
+    layout
+    {
+        addlast(rolecenter)
+        {
+            part("Expense Activities"; "Expense Activities")
+            {
+                AccessByPermission = tabledata Expense = R;
+                ApplicationArea = Basic, Suite;
+            }
+        }
+    }
+}

src/Apps/W1/ExpenseAgent/app/src/Common/Pages/ExpenseActivities.Page.al

@@ -0,0 +1,143 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.ExpenseAgent;
+
+page 7140 "Expense Activities"
+{
+    Caption = 'Expense Activities';
+    PageType = CardPart;
+    RefreshOnActivate = true;
+    SourceTable = "Expense Activities Cue";
+
+    layout
+    {
+        area(Content)
+        {
+            cuegroup("Expense Reports")
+            {
+                Caption = 'Expense Reports';
+
+                field("Opened Expense Reports"; Rec."Opened Expense Reports")
+                {
+                    ApplicationArea = Basic, Suite;
+                    ToolTip = 'Specifies the number of open expense reports.';
+
+                    trigger OnDrillDown()
+                    begin
+                        DrillDownExpenseReports("Expense Report Status"::Open);
+                    end;
+                }
+                field("Released Expense Reports"; Rec."Released Expense Reports")
+                {
+                    ApplicationArea = Basic, Suite;
+                    ToolTip = 'Specifies the number of released expense reports.';
+
+                    trigger OnDrillDown()
+                    begin
+                        DrillDownExpenseReports("Expense Report Status"::Released);
+                    end;
+                }
+                field("Pending Approval Exp. Reports"; Rec."Pending Approval Exp. Reports")
+                {
+                    ApplicationArea = Basic, Suite;
+                    ToolTip = 'Specifies the number of expense reports that are pending approval.';
+
+                    trigger OnDrillDown()
+                    begin
+                        DrillDownExpenseReports("Expense Report Status"::"Pending Approval");
+                    end;
+                }
+                field("Approved Expense Reports"; Rec."Approved Expense Reports")
+                {
+                    ApplicationArea = Basic, Suite;
+                    ToolTip = 'Specifies the number of approved expense reports.';
+
+                    trigger OnDrillDown()
+                    begin
+                        DrillDownExpenseReports("Expense Report Status"::Approved);
+                    end;
+                }
+                field("Rejected Expense Reports"; Rec."Rejected Expense Reports")
+                {
+                    ApplicationArea = Basic, Suite;
+                    ToolTip = 'Specifies the number of rejected expense reports.';
+
+                    trigger OnDrillDown()
+                    begin
+                        DrillDownExpenseReports("Expense Report Status"::Rejected);
+                    end;
+                }
+                field("Processed for Payment Exp."; Rec."Processed for Payment Exp.")
+                {
+                    ApplicationArea = Basic, Suite;
+                    ToolTip = 'Specifies the number of expense reports that are processed for payment.';
+
+                    trigger OnDrillDown()
+                    begin
+                        DrillDownExpenseReports("Expense Report Status"::"Processed for Payment");
+                    end;
+                }
+                field("Completed Expense Reports"; Rec."Completed Expense Reports")
+                {
+                    ApplicationArea = Basic, Suite;
+                    ToolTip = 'Specifies the number of completed expense reports.';
+
+                    trigger OnDrillDown()
+                    begin
+                        DrillDownExpenseReports("Expense Report Status"::Completed);
+                    end;
+                }
+            }
+            cuegroup(Expenses)
+            {
+                Caption = 'Expenses';
+
+                field("Released Expenses"; Rec."Released Expenses")
+                {
+                    ApplicationArea = Basic, Suite;
+                    ToolTip = 'Specifies the number of released expenses.';
+
+                    trigger OnDrillDown()
+                    var
+                        Expense: Record Expense;
+                    begin
+                        Expense.SetRange(Status, "Expense Status"::Released);
+                        Page.Run(Page::Expenses, Expense);
+                    end;
+                }
+                field("Policy Violated Expenses"; Rec."Policy Violated Expenses")
+                {
+                    ApplicationArea = Basic, Suite;
+                    ToolTip = 'Specifies the number of expenses with policy violations.';
+
+                    trigger OnDrillDown()
+                    var
+                        Expense: Record Expense;
+                    begin
+                        Expense.SetRange("Rule Violations", true);
+                        Page.Run(Page::Expenses, Expense);
+                    end;
+                }
+            }
+        }
+    }
+
+    trigger OnOpenPage()
+    begin
+        Rec.Reset();
+        if not Rec.Get() then begin
+            Rec.Init();
+            Rec.Insert();
+        end;
+    end;
+
+    local procedure DrillDownExpenseReports(ReportStatus: Enum "Expense Report Status")
+    var
+        ExpenseReportHeader: Record "Expense Report Header";
+    begin
+        ExpenseReportHeader.SetRange(Status, ReportStatus);
+        Page.Run(Page::"Expense Reports", ExpenseReportHeader);
+    end;
+}

src/Apps/W1/ExpenseAgent/app/src/Common/Tables/ExpenseActivitiesCue.Table.al

@@ -0,0 +1,93 @@
+// ------------------------------------------------------------------------------------------------
+// Copyright (c) Microsoft Corporation. All rights reserved.
+// Licensed under the MIT License. See License.txt in the project root for license information.
+// ------------------------------------------------------------------------------------------------
+namespace Microsoft.ExpenseAgent;
+
+table 6940 "Expense Activities Cue"
+{
+    Access = Internal;
+    Caption = 'Expense Activities Cue';
+    DataClassification = CustomerContent;
+    ReplicateData = false;
+
+    fields
+    {
+        field(1; "Primary Key"; Code[10])
+        {
+            Caption = 'Primary Key';
+            DataClassification = SystemMetadata;
+        }
+        field(2; "Opened Expense Reports"; Integer)
+        {
+            Caption = 'Opened Expense Reports';
+            FieldClass = FlowField;
+            CalcFormula = count("Expense Report Header" where(Status = const(Open)));
+            Editable = false;
+        }
+        field(3; "Released Expense Reports"; Integer)
+        {
+            Caption = 'Released Expense Reports';
+            FieldClass = FlowField;
+            CalcFormula = count("Expense Report Header" where(Status = const(Released)));
+            Editable = false;
+        }
+        field(4; "Pending Approval Exp. Reports"; Integer)
+        {
+            Caption = 'Expense Reports Pending Approvals';
+            FieldClass = FlowField;
+            CalcFormula = count("Expense Report Header" where(Status = const("Pending Approval")));
+            Editable = false;
+        }
+        field(5; "Approved Expense Reports"; Integer)
+        {
+            Caption = 'Approved Expense Reports';
+            FieldClass = FlowField;
+            CalcFormula = count("Expense Report Header" where(Status = const(Approved)));
+            Editable = false;
+        }
+        field(6; "Rejected Expense Reports"; Integer)
+        {
+            Caption = 'Rejected Expense Reports';
+            FieldClass = FlowField;
+            CalcFormula = count("Expense Report Header" where(Status = const(Rejected)));
+            Editable = false;
+        }
+        field(7; "Processed for Payment Exp."; Integer)
+        {
+            Caption = 'Processed for Payment Exp. Rep.';
+            FieldClass = FlowField;
+            CalcFormula = count("Expense Report Header" where(Status = const("Processed for Payment")));
+            Editable = false;
+        }
+        field(8; "Completed Expense Reports"; Integer)
+        {
+            Caption = 'Completed Expense Reports';
+            FieldClass = FlowField;
+            CalcFormula = count("Expense Report Header" where(Status = const(Completed)));
+            Editable = false;
+        }
+        field(9; "Released Expenses"; Integer)
+        {
+            Caption = 'Released Expenses';
+            FieldClass = FlowField;
+            CalcFormula = count(Expense where(Status = const(Released)));
+            Editable = false;
+        }
+        field(10; "Policy Violated Expenses"; Integer)
+        {
+            Caption = 'Policy Violated Expenses';
+            FieldClass = FlowField;
+            CalcFormula = count(Expense where("Rule Violations" = const(true)));
+            Editable = false;
+        }
+    }
+
+    keys
+    {
+        key(PK; "Primary Key")
+        {
+            Clustered = true;
+        }
+    }
+}

src/Apps/W1/ExpenseAgent/app/src/Permissions/ExpenseManagementObjects.permissionset.al

@@ -66,6 +66,7 @@ permissionset 6904 "Expense Management - Objects"
         table Traveler = X,
         table "Expense Activity Log Entry" = X,
         table "Expense Project Buf" = X,
+        table "Expense Activities Cue" = X,
         table "Expense Vehicle Type" = X,
         table "Mileage Rate Setup" = X,
         page "EA Billing Overview" = X,
@@ -111,6 +112,7 @@ permissionset 6904 "Expense Management - Objects"
         page "Expense Report SubPage" = X,
         page "Expense Reports" = X,
         page "Expense Management Role Center" = X,
+        page "Expense Activities" = X,
         page "Manager Expense Reports" = X,
         page "Expense Subcategories" = X,
         page "Expense Vendors" = X,

src/Apps/W1/ExpenseAgent/app/src/Permissions/ExpenseMgmtEdit.PermissionSet.al

@@ -46,5 +46,6 @@ permissionset 6906 "Expense Mgmt. Edit"
         tabledata Traveler = IMD,
         tabledata "Expense VAT Specification" = IMD,
         tabledata "Expense Report Line VAT Spec." = IMD,
+        tabledata "Expense Activities Cue" = IMD,
         tabledata "Expense Vendor" = RIMD;
 }

src/Apps/W1/ExpenseAgent/app/src/Permissions/ExpenseMgmtRead.PermissionSet.al

@@ -64,5 +64,6 @@ permissionset 6907 "Expense Mgmt. Read"
         tabledata "Expense VAT Specification" = R,
         tabledata "Expense Report Line VAT Spec." = R,
         tabledata "Expense Activity Log Entry" = R,
+        tabledata "Expense Activities Cue" = RIMD,
         tabledata "Posted Exp. Rep. Line VAT Spec" = R;
 }