feat: AI Case Pattern Recognition & Copilot Chat for PrintVis

Prototyping/Cod50100.PVSCaseHistoryMgmt.al

@@ -0,0 +1,111 @@
+/// <summary>
+/// Populates the PVS Case History table from historical PrintVis cases.
+/// </summary>
+codeunit 50100 "PVS Case History Mgmt"
+{
+    Access = Public;
+
+    trigger OnRun()
+    begin
+        PopulateHistory();
+    end;
+
+    /// <summary>
+    /// Clears and repopulates the Case History table with cases from the last N months
+    /// as configured in PVS AI Case Setup.
+    /// </summary>
+    procedure PopulateHistory()
+    var
+        Setup: Record "PVS AI Case Setup";
+        CaseHistory: Record "PVS Case History";
+        PVSCaseHeader: Record "PVS Case";
+        Customer: Record Customer;
+        PatternAnalysis: Codeunit "PVS Pattern Analysis";
+        FromDate: Date;
+        InsertCount: Integer;
+    begin
+        GetOrCreateSetup(Setup);
+        FromDate := CalcDate('<-' + Format(Setup."History Months") + 'M>', Today());
+
+        CaseHistory.DeleteAll(false);
+
+        PVSCaseHeader.SetFilter(PVSCaseHeader."Order Date", '>=%1', FromDate);
+        if PVSCaseHeader.FindSet() then
+            repeat
+                CaseHistory.Init();
+                CaseHistory."Case No." := CopyStr(Format(PVSCaseHeader.ID), 1, MaxStrLen(CaseHistory."Case No."));
+                CaseHistory."Customer No." := PVSCaseHeader."Customer No.";
+                CaseHistory."Job Type Code" := PVSCaseHeader."Job Type Code";
+                CaseHistory."Order Date" := PVSCaseHeader."Order Date";
+                CaseHistory."Due Date" := PVSCaseHeader."Due Date";
+                CaseHistory."Quantity" := PVSCaseHeader."Quantity 1";
+                CaseHistory."Total Amount" := PVSCaseHeader."Total Sales Price";
+                CaseHistory."Status" := Format(PVSCaseHeader.Status);
+                CaseHistory."Created Date" := PVSCaseHeader."Order Date";
+
+                if (CaseHistory."Order Date" <> 0D) and (CaseHistory."Due Date" <> 0D) and
+                   (CaseHistory."Due Date" >= CaseHistory."Order Date")
+                then
+                    CaseHistory."Turnaround Days" :=
+                        CaseHistory."Due Date" - CaseHistory."Order Date";
+
+                if Customer.Get(PVSCaseHeader."Customer No.") then begin
+                    CaseHistory."Customer Name" :=
+                        CopyStr(Customer.Name, 1, MaxStrLen(CaseHistory."Customer Name"));
+                    CaseHistory."Customer Segment" := Customer."Customer Posting Group";
+                end;
+
+                CaseHistory.Insert(false);
+                InsertCount += 1;
+            until PVSCaseHeader.Next() = 0;
+
+        Setup."Total Cases Loaded" := InsertCount;
+        Setup."Last Refresh Date" := CurrentDateTime();
+        Setup.Modify(true);
+
+        PatternAnalysis.AnalyzePatterns();
+    end;
+
+    /// <summary>
+    /// Creates a recurring Job Queue Entry that refreshes case history nightly.
+    /// </summary>
+    procedure CreateJobQueueEntry()
+    var
+        Setup: Record "PVS AI Case Setup";
+        JobQueueEntry: Record "Job Queue Entry";
+    begin
+        GetOrCreateSetup(Setup);
+
+        JobQueueEntry.Init();
+        JobQueueEntry."Object Type to Run" := JobQueueEntry."Object Type to Run"::Codeunit;
+        JobQueueEntry."Object ID to Run" := Codeunit::"PVS Case History Mgmt";
+        JobQueueEntry."Job Queue Category Code" := Setup."Job Queue Category Code";
+        JobQueueEntry."Recurring Job" := true;
+        JobQueueEntry."No. of Minutes between Runs" := 1440;
+        JobQueueEntry."Starting Time" := 020000T;
+        JobQueueEntry."Run on Mondays" := true;
+        JobQueueEntry."Run on Tuesdays" := true;
+        JobQueueEntry."Run on Wednesdays" := true;
+        JobQueueEntry."Run on Thursdays" := true;
+        JobQueueEntry."Run on Fridays" := true;
+        JobQueueEntry."Run on Saturdays" := false;
+        JobQueueEntry."Run on Sundays" := false;
+        JobQueueEntry.Description := CopyStr(
+            'Refresh PVS Case History (AI)', 1, MaxStrLen(JobQueueEntry.Description));
+        JobQueueEntry.Insert(true);
+
+        Codeunit.Run(Codeunit::"Job Queue - Enqueue", JobQueueEntry);
+
+        Message('Job Queue Entry created. Case history will refresh nightly at 02:00.');
+    end;
+
+    local procedure GetOrCreateSetup(var Setup: Record "PVS AI Case Setup")
+    begin
+        if not Setup.Get('DEFAULT') then begin
+            Setup.Init();
+            Setup.Code := 'DEFAULT';
+            Setup."History Months" := 12;
+            Setup.Insert(true);
+        end;
+    end;
+}

Prototyping/Cod50101.PVSPatternAnalysis.al

@@ -0,0 +1,158 @@
+/// <summary>
+/// Analyses Case History records to produce pattern summaries stored in PVS Case Pattern.
+/// Patterns group cases by Job Type + Material + Customer Segment and compute statistical
+/// summaries (averages, min/max, confidence score) used to guide Copilot suggestions.
+/// </summary>
+codeunit 50101 "PVS Pattern Analysis"
+{
+    Access = Public;
+
+    /// <summary>
+    /// Rebuilds the PVS Case Pattern table from all current PVS Case History records.
+    /// </summary>
+    procedure AnalyzePatterns()
+    var
+        Setup: Record "PVS AI Case Setup";
+        CasePattern: Record "PVS Case Pattern";
+        CaseHistory: Record "PVS Case History";
+        TotalAmount: Decimal;
+        MinAmount: Decimal;
+        MaxAmount: Decimal;
+        TotalQuantity: Decimal;
+        TotalTurnaround: Decimal;
+        CaseCount: Integer;
+        PatternCount: Integer;
+        CurrentJobType: Code[20];
+        CurrentMaterial: Code[20];
+        CurrentSegment: Text[50];
+    begin
+        CasePattern.DeleteAll(false);
+
+        CaseHistory.SetCurrentKey(CaseHistory."Job Type Code", CaseHistory."Material Code", CaseHistory."Customer Segment");
+        if not CaseHistory.FindSet() then
+            exit;
+
+        CurrentJobType := CaseHistory."Job Type Code";
+        CurrentMaterial := CaseHistory."Material Code";
+        CurrentSegment := CaseHistory."Customer Segment";
+        InitAccumulators(TotalAmount, MinAmount, MaxAmount, TotalQuantity, TotalTurnaround, CaseCount);
+
+        repeat
+            if (CaseHistory."Job Type Code" <> CurrentJobType) or
+               (CaseHistory."Material Code" <> CurrentMaterial) or
+               (CaseHistory."Customer Segment" <> CurrentSegment)
+            then begin
+                WritePattern(
+                    CasePattern, CurrentJobType, CurrentMaterial, CurrentSegment,
+                    TotalAmount, MinAmount, MaxAmount, TotalQuantity, TotalTurnaround, CaseCount);
+                PatternCount += 1;
+
+                CurrentJobType := CaseHistory."Job Type Code";
+                CurrentMaterial := CaseHistory."Material Code";
+                CurrentSegment := CaseHistory."Customer Segment";
+                InitAccumulators(
+                    TotalAmount, MinAmount, MaxAmount, TotalQuantity, TotalTurnaround, CaseCount);
+            end;
+
+            AccumulateCase(
+                CaseHistory, TotalAmount, MinAmount, MaxAmount,
+                TotalQuantity, TotalTurnaround, CaseCount);
+        until CaseHistory.Next() = 0;
+
+        // Write the last group
+        if CaseCount > 0 then begin
+            WritePattern(
+                CasePattern, CurrentJobType, CurrentMaterial, CurrentSegment,
+                TotalAmount, MinAmount, MaxAmount, TotalQuantity, TotalTurnaround, CaseCount);
+            PatternCount += 1;
+        end;
+
+        if Setup.Get('DEFAULT') then begin
+            Setup."Total Patterns Found" := PatternCount;
+            Setup.Modify(true);
+        end;
+    end;
+
+    local procedure InitAccumulators(
+        var TotalAmount: Decimal;
+        var MinAmount: Decimal;
+        var MaxAmount: Decimal;
+        var TotalQuantity: Decimal;
+        var TotalTurnaround: Decimal;
+        var CaseCount: Integer)
+    begin
+        TotalAmount := 0;
+        MinAmount := 0;
+        MaxAmount := 0;
+        TotalQuantity := 0;
+        TotalTurnaround := 0;
+        CaseCount := 0;
+    end;
+
+    local procedure AccumulateCase(
+        CaseHistory: Record "PVS Case History";
+        var TotalAmount: Decimal;
+        var MinAmount: Decimal;
+        var MaxAmount: Decimal;
+        var TotalQuantity: Decimal;
+        var TotalTurnaround: Decimal;
+        var CaseCount: Integer)
+    begin
+        CaseCount += 1;
+        TotalAmount += CaseHistory."Total Amount";
+        TotalQuantity += CaseHistory.Quantity;
+        TotalTurnaround += CaseHistory."Turnaround Days";
+
+        if CaseCount = 1 then begin
+            MinAmount := CaseHistory."Total Amount";
+            MaxAmount := CaseHistory."Total Amount";
+        end else begin
+            if CaseHistory."Total Amount" < MinAmount then
+                MinAmount := CaseHistory."Total Amount";
+            if CaseHistory."Total Amount" > MaxAmount then
+                MaxAmount := CaseHistory."Total Amount";
+        end;
+    end;
+
+    local procedure WritePattern(
+        var CasePattern: Record "PVS Case Pattern";
+        JobTypeCode: Code[20];
+        MaterialCode: Code[20];
+        CustomerSegment: Text[50];
+        TotalAmount: Decimal;
+        MinAmount: Decimal;
+        MaxAmount: Decimal;
+        TotalQuantity: Decimal;
+        TotalTurnaround: Decimal;
+        CaseCount: Integer)
+    begin
+        CasePattern.Init();
+        CasePattern."Job Type Code" := JobTypeCode;
+        CasePattern."Material Code" := MaterialCode;
+        CasePattern."Customer Segment" :=
+            CopyStr(CustomerSegment, 1, MaxStrLen(CasePattern."Customer Segment"));
+        CasePattern."Case Count" := CaseCount;
+        CasePattern."Min Total Amount" := MinAmount;
+        CasePattern."Max Total Amount" := MaxAmount;
+        CasePattern."Last Updated" := CurrentDateTime();
+
+        if CaseCount > 0 then begin
+            CasePattern."Avg Total Amount" := Round(TotalAmount / CaseCount, 0.01);
+            CasePattern."Avg Quantity" := Round(TotalQuantity / CaseCount, 0.01);
+            CasePattern."Avg Turnaround Days" := Round(TotalTurnaround / CaseCount, 0.1);
+        end;
+
+        // Confidence = min(100, sqrt(CaseCount) * 20) — more cases = higher confidence
+        CasePattern."Confidence Score" :=
+            Round(MinDecimal(100, Power(CaseCount, 0.5) * 20), 0.1);
+
+        CasePattern.Insert(false);
+    end;
+
+    local procedure MinDecimal(A: Decimal; B: Decimal): Decimal
+    begin
+        if A < B then
+            exit(A);
+        exit(B);
+    end;
+}