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fernandoartalffernandoartalf/AL-Copilot-Skills-Collection/skills/bc-table-dimensions-generator/SKILL.md

bc-table-dimensions-generator

Skill28 starsChanged 7 months agoMITView on GitHub

Adds Business Central standard dimension support to custom tables and their pages, following the DimensionManagement patterns used by Sales Header/Line, Job Journal Line and the repository Incident, Penalty and Work Worksheet modules. Generates Shortcut Dimension 1/2 Code fields (CaptionClass 1,2,N), the Dimension Set ID field, ValidateShortcutDimCode, ShowDimensions and ShowShortcutDimCode procedures, a card-page Dimensions group with all 8 shortcut dimensions whose visibility follows General Ledger Setup via DimMgt.UseShortcutDims, a Dimensions action, list-page global dimension columns, and default-dimension inheritance from master data (Resource, Customer, Vendor, Item, Job, Location, Employee) through CreateDimFromDefaultDim/GetRecDefaultDimID or a centralized GetDefaultDimID source-resolution procedure. Also covers header-to-line dimension inheritance and cascading. Use when adding dimensions to a custom table, making a custom document dimension-aware, showing shortcut dimensions on a page, controlling dimension visibility, or inheriting default dimensions from resources, customers or other master data.

The file

We split this skill into the rules it gives an agent

9 rules. About 0 are common, 2 are distinctive, and 7 are very specific to this project.

  • ≈0

    Common · estimate

    Many files like this have a rule of this kind.

  • ≈2

    Distinctive · estimate

    This author's own choices. Worth a look.

  • 7

    Very specific

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  • Common
  • Distinctive
  • Very specific
  1. Distinctive:

    Read these before generating.

    line 14
  2. Distinctive:

    Ask the user (group into one question round):

    line 29
  3. Very specific:

    Add "Shortcut Dimension 1 Code" (400), "Shortcut Dimension 2 Code" (401), "Dimension Set ID" (480).

    line 41
  4. Very specific:

    Always add (template §2): ValidateShortcutDimCode, ShowShortcutDimCode, ShowDimensions.

    line 51
  5. Very specific:

    Put ApplyDefaultDimensions(var Rec) + Get<X>DimensionSource(Rec) in the module Mgt codeunit.

    line 70
  6. Very specific:

    Call it from the OnValidate of every field participating in the fallback chain (also the lower-priority ones, so clearing the primary falls …

    line 71
  7. Very specific:

    Add an OnValidate that refreshes name fields before calling the dimension logic, and when master fields are set from code (imports, APIs, …

    line 75
  8. Very specific:

    If the master field OnValidate changes dimensions, also refresh the array in the page field OnAfterValidate …

    line 85
  9. Very specific:

    Do not assign master data fields directly in code when dimensions must follow.

    line 108

≈ “Common” is an estimate: at least 1 in 5 of the 350,495 skill files we read have a rule of the same kind, not the same words. “Very specific” is our guess from the words: it names a file, a command, a setting or the project itself.

Keep what fits and drop the rest. Your version, ready for your agents.
Files
SKILL.md

BC Table Dimensions Generator

Implements full dimension support on a custom table: fields, validation, page UI with visibility control, and default-dimension inheritance from master data.

Code templates: references/code-templates.md

Repository reference implementations

Read these before generating; mirror their style.

ConcernFile
Fields + procedures (lean)src/incident/tables/PTEIncidentHeader.Table.al
Centralized inheritance with fallbacksrc/incident/codeunits/PTEIncidentMgt.Codeunit.al → ApplyDefaultDimensions, GetDimensionSourceResourceNo
Card Dimensions group + visibilitysrc/incident/pages/PTEIncidentCard.Page.al → SetDimensionsVisibility
Standard per-field inheritancesrc/penalty/tables/PTEPenaltyHeader.Table.al → CreateDimFromDefaultDim, CreateDim, GetTableValuePair, InitDefaultDimensionSources
Header → line inheritance + cascadesrc/webfleet/tables/PTEWorkWorksheetLine.Table.al (OnInsert), src/webfleet/codeunits/PTEWorkWorksheetMgt.Codeunit.al → CascadeDimensionsToLines
Archive / API exposuresrc/penalty/tables/PTEPenaltyHeaderArchive.Table.al, src/penalty/pages/PTEPenaltiesAPI.Page.al

Workflow

Step 1 — Gather inputs

Ask the user (group into one question round):

  1. Target table (name, ID, primary key field) and its card page / list page.
  2. Master data fields that must provide default dimensions, e.g. "Customer No." → Database::Customer, "Vehicle Resource No." → Database::Resource.
  3. Inheritance strategy (see Step 4): Standard merge (A) or Single source with fallback (B). If B, the ordered fallback list.
  4. Source code for Default Dimension Priorities (SourceCodeSetup.Sales, .Purchases, .General, …). Default: SourceCodeSetup.Sales (repo convention).
  5. Whether the table has lines that must inherit/cascade header dimensions.

Then verify field IDs 400, 401, 480 are free in the table (repo convention, aligned with standard documents). If taken, propose free IDs.

Step 2 — Table fields

Add "Shortcut Dimension 1 Code" (400), "Shortcut Dimension 2 Code" (401), "Dimension Set ID" (480). Template §1.

Rules:

  • CaptionClass = '1,2,1' / '1,2,2' so captions follow the actual global dimension names.
  • TableRelation filtered by "Global Dimension No." and Blocked = const(false).
  • Shortcut dimensions 3–8 are never stored as fields; they live only in the dimension set.
  • "Dimension Set ID" is Editable = false; OnLookup calls ShowDimensions(); OnValidate (optional, used by Penalty) calls UpdateGlobalDimFromDimSetID so API/import writes keep globals in sync.

Step 3 — Table procedures

Always add (template §2): ValidateShortcutDimCode, ShowShortcutDimCode, ShowDimensions. Declare DimMgt: Codeunit DimensionManagement as a global var.

Step 4 — Default dimension inheritance from master data

Choose with the user:

StrategyBehaviourUse when
A. Standard merge (Penalty / Sales Line)Every master-data field triggers CreateDimFromDefaultDim(FieldNo(...)). All sources are merged by GetRecDefaultDimID; conflicts resolved by Default Dimension Priorities for the source code.Several sources contribute different dimensions (Customer → AREA, Resource → VEHICLE).
B. Single source with fallback (Incident)One procedure resolves exactly one source (e.g. Vehicle, else Driver) and calls GetDefaultDimID.Business rule says "one source wins" regardless of priorities.

Strategy A (template §3):

  • OnValidate of each master field → CreateDimFromDefaultDim(Rec.FieldNo("<Field>")).
  • InitDefaultDimensionSources: one DimMgt.AddDimSource(DefaultDimSource, Database::<Table>, Rec."<Field>", FieldNo = Rec.FieldNo("<Field>")) per master field — all sources every time, so dimensions from untouched fields are kept.
  • GetTableValuePair: one case branch per master field.
  • CreateDim: clear globals, GetRecDefaultDimID(...), UpdateGlobalDimFromDimSetID(...).
  • Optionally call CreateDimFromDefaultDim from OnInsert if master fields can be set before insert without validation.

Strategy B (template §4):

  • Put ApplyDefaultDimensions(var Rec) + Get<X>DimensionSource(Rec) in the module Mgt codeunit.
  • Call it from the OnValidate of every field participating in the fallback chain (also the lower-priority ones, so clearing the primary falls back correctly).

Both strategies replace manually entered dimensions when the master field changes — same as standard BC. State this to the user.

Add an OnValidate that refreshes name fields before calling the dimension logic, and when master fields are set from code (imports, APIs, workers) use Validate() so inheritance fires.

Step 5 — Card page

Template §5. Add:

  • group(Dimensions) with "Shortcut Dimension 1 Code", "Shortcut Dimension 2 Code", ShortcutDimCode[3..8] (page-variable fields with CaptionClass = '1,2,N', TableRelation on Global Dimension No. N, OnValidate → Rec.ValidateShortcutDimCode(N, ShortcutDimCode[N])) and a hidden "Dimension Set ID".
  • Each field ApplicationArea = Dimensions; Visible = DimVisibleN;.
  • Action Dimensions (Image = Dimensions, ShortCutKey = 'Alt+D') → Rec.ShowDimensions(); CurrPage.SaveRecord(); Rec.ShowShortcutDimCode(ShortcutDimCode);.
  • OnOpenPage → SetDimensionsVisibility(); OnAfterGetRecord → Rec.ShowShortcutDimCode(ShortcutDimCode); OnNewRecord → Clear(ShortcutDimCode).
  • SetDimensionsVisibility: reset all DimVisible1..8 to false, then DimMgt.UseShortcutDims(DimVisible1, ..., DimVisible8). This hides any shortcut slot that is not configured in General Ledger Setup (Global Dimension 1/2 Code, Shortcut Dimension 3..8 Code).
  • If the master field OnValidate changes dimensions, also refresh the array in the page field OnAfterValidate (Rec.ShowShortcutDimCode(ShortcutDimCode)) or call CurrPage.Update() so slots 3–8 refresh immediately.

Step 6 — List page (optional)

Template §6. Add "Shortcut Dimension 1 Code" / "Shortcut Dimension 2 Code" columns with Visible = false (user personalizes). For visibility identical to the card, reuse DimVisible1/2 + SetDimensionsVisibility.

Step 7 — Lines, archives and APIs (when applicable)

  • Lines (template §7): line OnInsert copies header "Dimension Set ID" + globals when the line set is 0. Header ValidateShortcutDimCode / ShowDimensions call CascadeDimensionsToLines. For lines with their own master data, combine with InheritFromDimSetID = Header."Dimension Set ID" and InheritFromTableNo = Database::<Header> in GetRecDefaultDimID.
  • Archives / posted tables: same field IDs 400/401/480 so TransferFields copies them; no validation triggers, ShowDimensions uses DimMgt.ShowDimensionSet (read-only).
  • API pages: expose dimensionSetId, shortcutDimension1Code, shortcutDimension2Code; keep dimensionSetId read-only.

Step 8 — Validate

  • Build and fix diagnostics.
  • Translations: add XLF entries for new captions/tooltips if the repo translation workflow requires it.
  • Tests (repo-native, under test/<module>/): see checklist below.

Gotchas

  • Forgetting UpdateGlobalDimFromDimSetID after any Dimension Set ID change → globals out of sync with the set.
  • Shortcut 3–8 page fields are plain page variables: if OnAfterGetRecord does not call ShowShortcutDimCode, they show stale values when navigating records.
  • GetRecDefaultDimID needs a Source Code Setup record — use Get() (strategy A) or if SourceCodeSetup.Get() (strategy B, test-friendly).
  • Do not assign master data fields directly in code when dimensions must follow; use Validate.
  • In strategy A, always add every master source in InitDefaultDimensionSources; adding only the changed field drops dimensions coming from the other fields.

Testing checklist

  1. Validating a master-data field with Default Dimensions fills "Dimension Set ID" and globals.
  2. Strategy A: two sources with conflicting dimension resolved by Default Dimension Priority.
  3. Strategy B: primary blank → fallback source used; both blank → set cleared.
  4. Editing Shortcut Dimension 3..8 on the card updates "Dimension Set ID".
  5. ShowDimensions change updates Shortcut 1/2 fields.
  6. Card shows only shortcut slots configured in General Ledger Setup.
  7. Lines inherit header set on insert; header change cascades.
  8. Archive keeps the same "Dimension Set ID".

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