Add AI-assisted policy evaluation backend to Expense Agent

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

@@ -135,6 +135,10 @@
     {
       "from": 7073,
       "to": 7099
+    },
+    {
+      "from": 7101,
+      "to": 7110
     }
   ],
   "features": [

src/Apps/W1/ExpenseAgent/app/src/APIs/ExpensePoliciesAPI.Page.al

@@ -0,0 +1,66 @@
+// ------------------------------------------------------------------------------------------------
+// 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 7104 "Expense Policies API"
+{
+    APIGroup = 'expense';
+    APIPublisher = 'microsoft';
+    APIVersion = 'beta';
+    EntityCaption = 'Expense Policy';
+    EntitySetCaption = 'Expense Policies';
+    DelayedInsert = true;
+    EntityName = 'expensePolicy';
+    EntitySetName = 'expensePolicies';
+    PageType = API;
+    ODataKeyFields = SystemId;
+    SourceTable = "Expense Policy";
+    AboutText = 'Provides access to data from the Expense Policy table';
+    InsertAllowed = false;
+    ModifyAllowed = false;
+    DeleteAllowed = false;
+
+    layout
+    {
+        area(Content)
+        {
+            repeater(General)
+            {
+                field(id; Rec.SystemId)
+                {
+                    Caption = 'Id';
+                    Editable = false;
+                }
+                field(expenseCategoryCode; Rec."Expense Category Code")
+                {
+                    Caption = 'Expense Category Code';
+                }
+                field(lineNo; Rec."Line No.")
+                {
+                    Caption = 'Line No.';
+                }
+                field(description; Rec.Description)
+                {
+                    Caption = 'Description';
+                }
+                field(policyText; Rec."Policy Text")
+                {
+                    Caption = 'Policy Text';
+                }
+                field(enabled; Rec.Enabled)
+                {
+                    Caption = 'Enabled';
+                }
+            }
+        }
+    }
+
+    trigger OnInit()
+    var
+        ExpenseAgentAPIValidation: Codeunit "Expense Agent API Validation";
+    begin
+        ExpenseAgentAPIValidation.VerifyAgentAccess();
+    end;
+}

src/Apps/W1/ExpenseAgent/app/src/APIs/ExpensePolicyFlagsAPI.Page.al

@@ -0,0 +1,90 @@
+// ------------------------------------------------------------------------------------------------
+// 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 7102 "Expense Policy Flags API"
+{
+    APIGroup = 'expense';
+    APIPublisher = 'microsoft';
+    APIVersion = 'beta';
+    EntityCaption = 'Expense Policy Flag';
+    EntitySetCaption = 'Expense Policy Flags';
+    DelayedInsert = true;
+    EntityName = 'expensePolicyFlag';
+    EntitySetName = 'expensePolicyFlags';
+    PageType = API;
+    ODataKeyFields = SystemId;
+    SourceTable = "Expense Policy Flag";
+    AboutText = 'Provides access to data from the Expense Policy Flag table';
+    InsertAllowed = true;
+    ModifyAllowed = false;
+    DeleteAllowed = false;
+
+    layout
+    {
+        area(Content)
+        {
+            repeater(General)
+            {
+                field(id; Rec.SystemId)
+                {
+                    Caption = 'Id';
+                    Editable = false;
+                }
+                field(subjectSystemId; Rec."Subject System Id")
+                {
+                    Caption = 'Subject System Id';
+                }
+                field(subjectType; Rec."Subject Type")
+                {
+                    Caption = 'Subject Type';
+                }
+                field(subjectVersion; Rec."Subject Version")
+                {
+                    Caption = 'Subject Version';
+                    Editable = false;
+                }
+                field(expenseCategoryCode; Rec."Expense Category Code")
+                {
+                    Caption = 'Expense Category Code';
+                    Editable = false;
+                }
+                field(policySystemId; Rec."Policy System Id")
+                {
+                    Caption = 'Policy System Id';
+                }
+                field(policyVersion; Rec."Policy Version")
+                {
+                    Caption = 'Policy Version';
+                    Editable = false;
+                }
+                field(isCurrent; Rec."Is Current")
+                {
+                    Caption = 'Is Current';
+                    Editable = false;
+                }
+                field(reason; Rec."Reason")
+                {
+                    Caption = 'Reason';
+                }
+                field(flaggedAt; Rec."Flagged At")
+                {
+                    Caption = 'Flagged At';
+                }
+                field(compliant; Rec."Compliant")
+                {
+                    Caption = 'Compliant';
+                }
+            }
+        }
+    }
+
+    trigger OnInit()
+    var
+        ExpenseAgentAPIValidation: Codeunit "Expense Agent API Validation";
+    begin
+        ExpenseAgentAPIValidation.VerifyAgentAccess();
+    end;
+}

src/Apps/W1/ExpenseAgent/app/src/APIs/ExpenseReportLinesAPI.Page.al

@@ -325,6 +325,21 @@ page 6929 "Expense Report Lines API"
                     Caption = 'Project Task Description';
                     Editable = false;
                 }
+                field(policiesEvaluatedAt; Rec."Policies Evaluated At")
+                {
+                    Caption = 'Policies Evaluated At';
+                    Editable = false;
+                }
+                field(policyStatus; PolicyStatusDisplay)
+                {
+                    Caption = 'Policy Status';
+                    Editable = false;
+                }
+                field(hasPolicyViolation; HasPolicyViolationDisplay)
+                {
+                    Caption = 'Has Policy Violation';
+                    Editable = false;
+                }
 
                 part(expense; "Expenses API")
                 {
@@ -368,6 +383,20 @@ page 6929 "Expense Report Lines API"
                     SubPageLink = "Expense Report No." = field("Document No."),
                                   "Report Line No." = field("Line No.");
                 }
+                part(expensePolicyFlags; "Expense Policy Flags API")
+                {
+                    Caption = 'Expense Policy Flags';
+                    EntityName = 'expensePolicyFlag';
+                    EntitySetName = 'expensePolicyFlags';
+                    SubPageLink = "Subject System Id" = field(SystemId), "Subject Type" = const("Expense Report Line"), "Subject Version" = field("Policy Eval Version");
+                }
+                part(policiesToEvaluate; "Exp. Policies To Eval API")
+                {
+                    Caption = 'Policies To Evaluate';
+                    EntityName = 'policyToEvaluate';
+                    EntitySetName = 'policiesToEvaluate';
+                    SubPageLink = "Subject System Id" = field(SystemId);
+                }
             }
         }
     }
@@ -382,7 +411,10 @@ page 6929 "Expense Report Lines API"
         TotalMileage: Decimal;
         JobDescription: Text[100];
         JobTaskDescription: Text[100];
+        PolicyStatusDisplay: Enum "Expense Policy Status";
+        HasPolicyViolationDisplay: Boolean;
         TargetExpenseReportNotFoundErr: Label 'Expense report with Id %1 not found.', Comment = '%1 = Expense Report Header SystemId';
+        OutstandingPoliciesErr: Label 'Cannot mark policies evaluated: one or more applicable policies have not yet been evaluated for the current version of this expense report line. Retrieve the outstanding policies, submit a verdict for each, and try again.';
 
     trigger OnInit()
     var
@@ -395,7 +427,7 @@ page 6929 "Expense Report Lines API"
     trigger OnOpenPage()
     begin
         // Avoid JIT load consistency errors by ensuring fields read in OnAfterGetRecord are included in the initial record buffer.
-        Rec.AddLoadFields("Expense Currency Code", "Expense User No.", Mileage, "Round Trip");
+        Rec.AddLoadFields("Expense Currency Code", "Expense User No.", Mileage, "Round Trip", "Policy Eval Version", "Evaluated Policy Version");
     end;
 
     trigger OnAfterGetRecord()
@@ -408,6 +440,8 @@ page 6929 "Expense Report Lines API"
         XCurrencyCodeDisplay := CurrencyCodeDisplay;
         ExpenseUserSystemId := ExpenseUser.GetSystemIdByExpenseUserNo(Rec."Expense User No.");
         TotalMileage := ExpenseAutoPopulation.GetEffectiveDistance(Rec.Mileage, Rec."Round Trip");
+        PolicyStatusDisplay := Rec.GetPolicyStatus();
+        HasPolicyViolationDisplay := Rec.HasCurrentPolicyViolation();
 
         JobDescription := '';
         JobTaskDescription := '';
@@ -493,4 +527,24 @@ page 6929 "Expense Report Lines API"
         ActionContext.AddEntityKey(Rec.FieldNo(SystemId), Rec.SystemId);
         ActionContext.SetResultCode(WebServiceActionResultCode::Updated);
     end;
+
+    [ServiceEnabled]
+    procedure MarkPoliciesEvaluated(var ActionContext: WebServiceActionContext)
+    var
+        PoliciesToEvalBuilder: Codeunit "Exp. Policies To Eval Builder";
+    begin
+        // Guard the agent contract: refuse to mark the line evaluated while an applicable policy still
+        // lacks a verdict for the current version. A partial agent run would otherwise expose a
+        // Cleared/Flagged status that silently ignores the unevaluated policies. The caller should
+        // fetch the outstanding policies (policiesToEvaluate), submit a verdict for each, and retry.
+        if PoliciesToEvalBuilder.HasOutstandingPolicies(Rec) then
+            Error(OutstandingPoliciesErr);
+
+        Rec.MarkPoliciesEvaluated();
+
+        ActionContext.SetObjectType(ObjectType::Page);
+        ActionContext.SetObjectId(Page::"Expense Report Lines API");
+        ActionContext.AddEntityKey(Rec.FieldNo(SystemId), Rec.SystemId);
+        ActionContext.SetResultCode(WebServiceActionResultCode::Updated);
+    end;
 }

src/Apps/W1/ExpenseAgent/app/src/APIs/PoliciesToEvaluate/ExpPoliciesToEvalAPI.Page.al

@@ -0,0 +1,104 @@
+// ------------------------------------------------------------------------------------------------
+// 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 7108 "Exp. Policies To Eval API"
+{
+    PageType = API;
+    APIPublisher = 'microsoft';
+    APIGroup = 'expense';
+    APIVersion = 'beta';
+    EntityName = 'policyToEvaluate';
+    EntitySetName = 'policiesToEvaluate';
+    EntityCaption = 'Policy To Evaluate';
+    EntitySetCaption = 'Policies To Evaluate';
+    SourceTable = "Exp. Policy To Eval Buffer";
+    SourceTableTemporary = true;
+    ODataKeyFields = "Subject System Id", "Policy System Id";
+    DataAccessIntent = ReadOnly;
+    Editable = false;
+    InsertAllowed = false;
+    ModifyAllowed = false;
+    DeleteAllowed = false;
+    Extensible = false;
+    AboutTitle = 'Policies To Evaluate';
+    AboutText = 'Returns the enabled policies that still need to be evaluated for an expense report line - policies newly introduced or bumped to a new version, or any policy not yet evaluated at the line''s current version. Read this to know which policies to (re)run when a line is stale.';
+
+    layout
+    {
+        area(Content)
+        {
+            repeater(General)
+            {
+                field(subjectSystemId; Rec."Subject System Id")
+                {
+                    Caption = 'Subject System Id';
+                }
+                field(subjectVersion; Rec."Subject Version")
+                {
+                    Caption = 'Subject Version';
+                }
+                field(policySystemId; Rec."Policy System Id")
+                {
+                    Caption = 'Policy System Id';
+                }
+                field(policyLineNo; Rec."Policy Line No.")
+                {
+                    Caption = 'Policy Line No.';
+                }
+                field(policyVersion; Rec."Policy Version")
+                {
+                    Caption = 'Policy Version';
+                }
+                field(expenseCategoryCode; Rec."Expense Category Code")
+                {
+                    Caption = 'Expense Category Code';
+                }
+                field(description; Rec."Description")
+                {
+                    Caption = 'Description';
+                }
+                field(policyText; Rec."Policy Text")
+                {
+                    Caption = 'Policy Text';
+                }
+            }
+        }
+    }
+
+    var
+        Builder: Codeunit "Exp. Policies To Eval Builder";
+        BuiltSubjectFilter: Text;
+        HasBuilt: Boolean;
+
+    trigger OnInit()
+    var
+        ExpenseAgentAPIValidation: Codeunit "Expense Agent API Validation";
+    begin
+        ExpenseAgentAPIValidation.VerifyAgentAccess();
+    end;
+
+    trigger OnFindRecord(Which: Text): Boolean
+    var
+        SubjectFilter: Text;
+        FilterView: Text;
+    begin
+        SubjectFilter := Rec.GetFilter("Subject System Id");
+        // Rebuild whenever the parent subject changes so $expand across many lines stays correct.
+        if (not HasBuilt) or (SubjectFilter <> BuiltSubjectFilter) then begin
+            FilterView := Rec.GetView();
+            Builder.Build(Rec, SubjectFilter);
+            Rec.SetView(FilterView);
+            BuiltSubjectFilter := SubjectFilter;
+            HasBuilt := true;
+        end;
+        exit(Rec.Find(Which));
+    end;
+
+    trigger OnNextRecord(Steps: Integer): Integer
+    begin
+        exit(Rec.Next(Steps));
+    end;
+}