D365 Sending Email with Docentric Template for SalesInvoice.Report report as attachment using X++

 

Docentric for Dynamics 365 FO

public final class  SendEmailHelper

{

    public static str  CCEmail, Esender;

    public static LogisticsElectronicAddressLocator GetPrimaryEmail(AccountNum ACCNum)

    {

        if (!ACCNum)

        {

            throw error("Account number cannot be null or empty.");

        }

        DirPartyTable dirPartyTable = DirPartyTable::findRec(CustTable::find(ACCNum).Party);

        if (!dirPartyTable)

        {

            throw error("No party found for the provided account number.");

        }

        LogisticsElectronicAddress logisticsElectronicAddress;

        DirPartyLocation dirLocation;

        select logisticsElectronicAddress

        join dirLocation

        where dirLocation.Location == logisticsElectronicAddress.Location &&

              logisticsElectronicAddress.IsPrimary &&

              dirLocation.Party == dirPartyTable.RecId &&

              logisticsElectronicAddress.Type == LogisticsElectronicAddressMethodType::Email;

        if (!logisticsElectronicAddress)

        {

            warning("No primary email address found.");

        }

        return logisticsElectronicAddress.Locator;

    }

    public static container getEmailTemplate(SysEmailId _emailId, LanguageId _languageId)

    {

        // Info(_emailId);

        SysEmailMessageSYSTEMTable  messageTable    = SysEmailMessageSYSTEMTable::find(_emailId, _languageId);

        SysEmailSYSTEMTable         emailTable      = SysEmailSYSTEMTable::find(_emailId);

        if (!messageTable && emailTable)

        {

            // Try to find the email message using the default language from the email parameters

            messageTable = SysEmailMessageSYSTEMTable::find(_emailId, emailTable.DefaultLanguage);

            

        }

        if (messageTable)

        {

            //CCEmail = emailTable.EmailId;

            return [messageTable.Subject, messageTable.Mail, emailTable.SenderAddr, emailTable.EmailId];

        }

        else

        {

            warning("We didn't find a template"); // Let the user know we didn't find a template

            return ['', '', emailTable.SenderAddr, emailTable.SenderName, emailTable.EmailId];

        }

    }

    public static str Email_Body(CustInvoiceJour _custinvoicejour)

    {

        str InvoiceId = _custinvoicejour.InvoiceId;

        str salesid = _custinvoicejour.SalesId;

        str invoiceDate = date2str(DateTimeUtil::date(_custinvoicejour.InvoiceDate), 123,DateDay::Digits2,DateSeparator::Slash,DateMonth::Digits2,DateSeparator::Slash,DateYear::Digits4);

        str customerName = CustTable::find(_custinvoicejour.InvoiceAccount).name();

        str orderDate = date2str(DateTimeUtil::date(SalesTable::find(_custinvoicejour.SalesId).CreatedDateTime), 123,DateDay::Digits2,DateSeparator::Slash,DateMonth::Digits2,DateSeparator::Slash,DateYear::Digits4);

        //str trackingNumber 

        RetailConfigurationParameters _RetailConfigurationParameters = RetailConfigurationParameters::findByName("INVOICED_TEMPLATE_ID");

        str sub,tmp,Sender,frm;

        str EmailId = _RetailConfigurationParameters.Value;

          

        [sub,tmp,Sender,frm] =   SendEmailHelper::getEmailTemplate(EmailId,'en-us');

        Esender  = sender;

        tmp = strReplace(tmp,'%salesid%','%1');

        tmp = strReplace(tmp,'%invoiceId%','%2');

        tmp = strReplace(tmp,'%invoiceDate%','%3');

        tmp = strReplace(tmp,'%customername%','%4');

        tmp = strReplace(tmp,'%orderDate%','%5');

        str ret = strFmt(tmp,salesid,InvoiceId,invoiceDate,customerName ,orderDate);

        return ret;

    }

    public static void Sendmail(CustInvoiceJour _custinvoicejour)

    {

        System.Exception ex;

        try

        {

            if (!_custinvoicejour)

            {

                throw error("CustInvoiceJour parameter is null.");

            }

            str invoiceId = _custinvoicejour.InvoiceId;

            str body = SendEmailHelper::Email_Body(_custinvoicejour);

            str emailTo = SendEmailHelper::GetPrimaryEmail(_custinvoicejour.InvoiceAccount);

            if (!emailTo)

            {

                throw error("No email address found for the customer.");

            }

            SysMailerMessageBuilder builder = new SysMailerMessageBuilder();

            builder.setBody(body);

            builder.setFrom(Esender);

            builder.addTo(emailTo);

            builder.setSubject("Your order has been invoiced - " + invoiceId);

            System.IO.Stream stream = SendEmailHelper::generateReportStream(_custinvoicejour.RecId);

            if (stream)

            {

                builder.addAttachment(stream, "Your order has been invoiced - " + invoiceId + ".pdf");

            }

            else

            {

                warning("Stream for the report attachment could not be generated.");

            }

            SysMailerFactory::getNonInteractiveMailer().sendNonInteractive(builder.getMessage());

        }

        catch (Exception::CLRError)

        {

            ex = CLRInterop::getLastException();

            throw error(ex.Message);

        }

    }

    public static System.IO.MemoryStream generateReportStream(RecId invJournalRecId)

    {

        SalesInvoiceContract    contract = new SalesInvoiceContract();

        DocReportTemplate _DocReportTemplate ;

        //Get Default Template to use from Docentric

        select firstonly _DocReportTemplate 

            where _DocReportTemplate.Report == DOCREPORTTABLE::findReportId("SalesInvoice.Report").RecId

            && _DocReportTemplate.IsDefaultTemplate == NoYes::Yes;

        //Get Invoice Record

        CustInvoiceJour CustInvoiceJour = CustInvoiceJour::findRecId(invJournalRecId);

        Filename fileName = _DocReportTemplate.TemplateId;  

        // Initialize the SalesInvoiceController

        SrsReportRunController controller = new SrsReportRunController();

        Args args = new Args();

        // Attach the CustInvoiceJour record to the arguments

        args.record(CustInvoiceJour);

        controller.parmArgs(args);

        // Set the report name

        controller.parmReportName(ssrsReportStr(SalesInvoice, Report));     

        contract.parmRecordId(CustInvoiceJour.RecId);

        controller.parmShowDialog(false);

        controller.parmReportContract().parmRdpContract(contract);

        // Use Docentric to generate the report

        DocSrsReportGenerator docReportGenerator = new DocSrsReportGenerator(controller);

        // Configure Docentric output settings directly in the generator

        docReportGenerator.setPrintDestinationSettings_DocentricReport(DocOutputFileFormat::PDF, fileName);

        // Generate the report as a container

        container reportContainer = docReportGenerator.generateReport();

        // Convert container to MemoryStream

        System.IO.MemoryStream reportStream;

        if (reportContainer)

        {

            reportStream = DocGlobalHelper::convertContainerToMemoryStream(reportContainer);

        }

        return reportStream;

    }

}

D365 Sending Email with Customer Account Statement SSRS report as attachment using X++

D365 Sending Email with Customer Account Statement SSRS report as attachment using X++

 custTable _custTable;

              

                SysOperationQueryDataContractInfo sysOperationQueryDataContractInfo;

                SrsReportRunController reportRunController;

                CustTransListContract custTransListContract;

                SRSReportExecutionInfo reportExecutionInfo;

                SRSPrintDestinationSettings printDestinationSettings;

                SRSReportRunService srsReportRunService;

                SRSProxy srsProxy;

                QueryBuildRange qbrCustAccount;

                QueryBuildDataSource queryBuildDataSource;

                Object dataContractInfoObject;

                Map reportParametersMap;

                Map mapCustAccount;

                MapEnumerator mapEnumerator;

                Array arrayFiles;

                System.Byte[] reportBytes;

                Filename fileName;

                Args args;

                System.IO.MemoryStream memoryStream;

                System.IO.MemoryStream fileStream;

                CustParameters custParameters;

                Email toEmail;

                Map                                 templateTokens;

                str                                 emailSenderName;

                str                                 emailSenderAddr;

                str                                 emailSubject;

                str                                 emailBody;

 

                Microsoft.Dynamics.AX.Framework.Reporting.Shared.ReportingService.ParameterValue[]  parameterValueArray;

 

                #define.Subject("Subject")

                #define.CustAccount("CustAccount")

                #define.EmailDate("Date");

 

                custParameters          = CustParameters::find();

 

                reportRunController     = new SrsReportRunController();

                custTransListContract   = new CustTransListContract();

                reportExecutionInfo     = new SRSReportExecutionInfo();

                srsReportRunService     = new SrsReportRunService();

                reportBytes             = new System.Byte[0]();

                args                    = new Args();

                templateTokens          = new Map(Types::String, Types::String);

                var messageBuilder      = new SysMailerMessageBuilder();

 

                // custTransListContract.parmNewPage(NoYes::Yes);

                str custAccount = "10000";

                _custTable = CustTable::find(custAccount);

                if(!_custTable)

                {

                    return "No Customer found";

                }

                if(!emailAddress)

                {

                    return "No emailAddress";

                }

                fileName    = strFmt("CustomerAccountStatement_%1.pdf", _custTable.AccountNum);

 

                reportRunController.parmArgs(args);

                reportRunController.parmReportName(ssrsReportStr(CustTransList, Report));

                reportRunController.parmShowDialog(false);

                reportRunController.parmLoadFromSysLastValue(false);

                reportRunController.parmReportContract().parmRdpContract(custTransListContract);

 

                // Modify query

                mapCustAccount = reportRunController.getDataContractInfoObjects();

                mapEnumerator = mapCustAccount.getEnumerator();

 

                while (mapEnumerator.moveNext())

                {

                    dataContractInfoObject = mapEnumerator.currentValue();

 

                    if (dataContractInfoObject is SysOperationQueryDataContractInfo)

                    {

                        sysOperationQueryDataContractInfo = dataContractInfoObject;

 

                        queryBuildDataSource    = SysQuery::findOrCreateDataSource(sysOperationQueryDataContractInfo.parmQuery()

                                                                    , tableNum(CustTable));

                        qbrCustAccount          = SysQuery::findOrCreateRange(queryBuildDataSource, fieldNum(CustTable, AccountNum));

                        qbrCustAccount.value(_custTable.AccountNum);

                    }

                }

 

                printDestinationSettings = reportRunController.parmReportContract().parmPrintSettings();

                printDestinationSettings.printMediumType(SRSPrintMediumType::File);

                printDestinationSettings.fileName(fileName);

                printDestinationSettings.fileFormat(SRSReportFileFormat::PDF);

 

                reportRunController.parmReportContract().parmReportServerConfig(SRSConfiguration::getDefaultServerConfiguration());

                reportRunController.parmReportContract().parmReportExecutionInfo(reportExecutionInfo);

 

                srsReportRunService.getReportDataContract(reportRunController.parmreportcontract().parmReportName());

                srsReportRunService.preRunReport(reportRunController.parmreportcontract());

 

                reportParametersMap = srsReportRunService.createParamMapFromContract(reportRunController.parmReportContract());

                parameterValueArray = SrsReportRunUtil::getParameterValueArray(reportParametersMap);

 

                srsProxy        = SRSProxy::constructWithConfiguration(reportRunController.parmReportContract().parmReportServerConfig());

                reportBytes     = srsproxy.renderReportToByteArray(reportRunController.parmreportcontract().parmreportpath()

                                                    , parameterValueArray

                                                    , printDestinationSettings.fileFormat()

                                                    , printDestinationSettings.deviceinfo());

 

                memoryStream    = new System.IO.MemoryStream(reportBytes);

                memoryStream.Position = 0;

 

                fileStream      = memoryStream;

                toEmail         =  this.getCustEmail(_custTable.AccountNum);

 

      

                    emailBody = "Dear Customr, Please find attached Customer account statement till today.";

                    emailSubject = strFmt("Customer account statement for %1", _custTable.AccountNum);

                    emailSenderAddr = "msd@test.com";

                    emailSenderName = strFmt("Customer account statement for %1", _custTable.AccountNum);

                    messageBuilder.addTo(toEmail)

                        .setSubject(emailSubject)

                        .setBody(SysEmailMessage::stringExpand(emailBody, SysEmailTable::htmlEncodeParameters(templateTokens))).addCC("");

 

                 

                    messageBuilder.setFrom(emailSenderAddr , emailSenderName );

           

                    messageBuilder.addAttachment(fileStream, fileName);

 

                    SysMailerFactory::sendNonInteractive(messageBuilder.getMessage());

public Email getCustEmail(CustAccount _custAccount)

{

    CustTable                   custTable;

    DirPartyLocation            dirPartyLocation;

    LogisticsLocation           logisticsLocation;

    LogisticsElectronicAddress  logisticsElectronicAddress;

 

    custTable = CustTable::find(_custAccount);

 

    select firstonly Location, Party from dirPartyLocation

        where dirPartyLocation.Party                        == custTable.Party

            join RecId from logisticsLocation

                where logisticsLocation.RecId               == dirPartyLocation.Location

            join Locator from logisticsElectronicAddress

                where logisticsElectronicAddress.Location   == logisticsLocation.RecId

                    && logisticsElectronicAddress.Type      == LogisticsElectronicAddressMethodType::Email

                    && logisticsElectronicAddress.IsPrimary == NoYes::Yes;

 

    return logisticsElectronicAddress.Locator;

}

ref

clicking link on info message X++ to Open form

 Message::AddAction() method can be used to embed an action within a message sent to the message bar. This method supports adding a single action that is associated with a display or action menu item, which is then visualized as a link button, redirecting users directly to the form with the correct record selected. Here's how it can be used.

public static void pushNotification(str  NotificationMsg, str actionText,LedgerJournalTable journalTable)
{
    MenuItemMessageAction actionData = new MenuItemMessageAction();
    actionData.MenuItemName(menuItemDisplayStr(LedgerJournalTable));
    actionData.TableName(tableStr(LedgerJournalTable));
    actionData.RecId(journalTable.RecId);
    
    str jsonData = FormJsonSerializer::serializeClass(actionData);
 
    int64 messageId = Message::AddAction(MessageSeverity::Informational,NotificationMsg ,actionText, MessageActionType::DisplayMenuItem, jsonData);
} 

Muhammad Aamir Hanif Reference