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;

    }

}