Add BeyondSignature integration for invoice signature capture and document flow

Author: danielgorski-bynd365

README.md

@@ -1,45 +1,52 @@
-# BeyondSignature for Invoices - Simple Integration Example
+# BeyondSignature for Invoices - Integration Example
 
-This repository contains a streamlined example implementation of the BeyondSignature integration for Microsoft Dynamics 365 Business Central, specifically designed for invoice signature capture.
+This repository contains an example implementation of the BeyondSignature integration for Microsoft Dynamics 365 Business Central, demonstrating signature capture, document flow, and report integration.
 
 ## Overview
 
-The **BeyondSignature for Invoices** extension demonstrates a simple and clean integration approach that leverages the BeyondSignature base app's built-in signature pad functionality. This implementation follows a minimalist approach by extending the Posted Sales Invoice page with a signature action that opens the signature pad provided by the BeyondSignature base app.
+The **BeyondSignature for Invoices** extension demonstrates how to integrate with the BeyondSignature base app to:
 
-## Architecture
+- Capture digital signatures on documents
+- Flow signatures from quotes to orders to posted documents
+- Include signatures in custom report layouts
 
-### Simplified Integration Approach
+## Screenshots
 
-This implementation uses a **lightweight integration pattern** that:
+### Capturing Signatures on Sales Quotes
 
-- Leverages the existing signature pad from the BeyondSignature base app
-- Adds a single action to the Posted Sales Invoice page
-- Requires minimal custom code
-- Provides maximum compatibility and maintainability
+The Signature Pad FactBox allows users to capture customer signatures directly on document pages:
 
-### Key Components
+![Sales Quote with Signature Pad](app/docs/signature-pad-capture.png)
 
-#### 1. App Configuration ([`app/app.json`](app/app.json))
-- **App ID**: `0e2c64c6-0081-42f3-be3d-88563f978442`
-- **Publisher**: BEYONDIT GmbH
-- **Version**: 2025.5.0.0
-- **Dependencies**: BeyondSignature base app (`f776fc38-ca64-4d43-b868-3fb8c73cd7ff`)
-- **ID Range**: 50241-50250
-- **Target**: Cloud deployment
-- **Runtime**: 13.0
-
-#### 2. Page Extension ([`app/src/PostedSalesInvoice.PageExt.al`](app/src/PostedSalesInvoice.PageExt.al))
-Extends the `Posted Sales Invoice` page with:
-- **Signature Action**: Adds a "Signature" button to the action bar
-- **Action Reference**: Promotes the signature action for easy access
-- **Modal Integration**: Opens the BeyondSignature pad in a modal dialog
+### Custom Report Layout Selection
+
+A custom Word layout extends the standard Sales Quote report to include the captured signature:
+
+![Report Layouts](app/docs/report-layouts.png)
+
+### Printing with the Signature Layout
+
+Select the custom `SalesQuoteWithSignature.docx` layout when printing:
+
+![Print Dialog](app/docs/print-dialog.png)
+
+### Final Document Output
+
+The printed document displays the captured signature:
+
+![Sales Quote with Signature](app/docs/printed-document.png)
+
+## Features
+
+### Signature Capture
+
+Add signature actions to any document page that opens the BeyondSignature pad:
 
 ```al
 action("ABC Signature")
 {
     ApplicationArea = All;
     Caption = 'Signature';
-    ToolTip = 'Executes the Signature action.';
     Image = Signature;
 
     trigger OnAction()
@@ -52,110 +59,92 @@ action("ABC Signature")
 }
 ```
 
-## Implementation Details
+### Document Flow
 
-### Signature Integration
+Signatures automatically flow when documents are converted:
 
-The implementation uses the BeyondSignature base app's signature pad:
+| Source Document | Target Document |
+|-----------------|-----------------|
+| Sales Quote | Sales Order |
+| Sales Order | Posted Sales Invoice / Credit Memo |
+| Purchase Quote | Purchase Order |
+| Purchase Order | Posted Purchase Invoice / Credit Memo |
+| Service Quote | Service Order |
+| Service Order | Posted Service Invoice / Credit Memo |
 
-1. **Action Trigger**: When users click the "Signature" action
-2. **Page Initialization**: The signature pad is initialized with:
-   - Record ID of the current invoice
-   - Ship-to Name for context
-   - Ship-to City for additional context
-3. **Modal Display**: The signature pad opens as a modal dialog
-4. **Data Handling**: All signature data management is handled by the base app
+### Report Integration
 
-### Client Compatibility
+Include signatures in custom report layouts using a report extension:
 
-The extension is designed to work across all client types:
-- **Web Client**: Full functionality with mouse/touch input
-- **Tablet**: Optimized for touch signature input
-- **Phone**: Responsive design for mobile signature capture
+```al
+reportextension 50241 "ABC Sales Quote" extends "Standard Sales - Quote"
+{
+    WordLayout = '.\src\SalesQuoteWithSignature.docx';
+    dataset
+    {
+        add(Header)
+        {
+            column(ABCSignature; TempItem."Picture") { }
+        }
+    }
+}
+```
 
 ## File Structure
 
 ```
-├── app.json                           # App manifest and configuration
-├── src/
-│   └── PostedSalesInvoice.PageExt.al  # Page extension with signature action
-└── Translations/
-    └── BeyondSignature for Invoices.g.xlf  # Translation file
+app/
+├── app.json                              # App manifest
+├── SignFlow.PermissionSet.al             # Permission set
+├── docs/                                 # Documentation images
+└── src/
+    ├── PostedSalesInvoice.PageExt.al     # Signature action on Posted Sales Invoice
+    ├── SalesFlow.Codeunit.al             # Document flow handling
+    ├── SalesQuote.ReportExt.al           # Report extension with signature
+    └── SalesQuoteWithSignature.docx      # Custom Word layout
 ```
 
-## Key Features
-
-### ✅ Minimal Code Footprint
-- Single page extension file
-- Leverages existing BeyondSignature infrastructure
-- No custom signature handling logic required
-
-### ✅ Easy Maintenance
-- Minimal custom code to maintain
-- Updates handled by the BeyondSignature base app
-- Simple integration pattern
-
-### ✅ Full Functionality
-- Complete signature capture capabilities
-- Automatic data storage and retrieval
-- Context-aware initialization
-
-### ✅ Multi-Platform Support
-- Works on web, tablet, and phone clients
-- Responsive signature input
-- Consistent user experience
-
 ## Prerequisites
 
-1. **Microsoft Dynamics 365 Business Central** (version 24.0 or later)
-2. **BeyondSignature base app** (version 2025.0.0.0 or later)
-3. **AL Development Environment** with runtime 13.0
+- Microsoft Dynamics 365 Business Central (version 24.0 or later)
+- BeyondSignature base app (version 2025.0.0.0 or later)
 
 ## Installation
 
-1. Install the BeyondSignature base app dependency
+1. Install the BeyondSignature base app
 2. Deploy this extension to your Business Central environment
-3. The signature action will be automatically available on Posted Sales Invoice pages
+3. The signature action will be available on Posted Sales Invoice pages
+4. Select the custom report layout in Report Layouts for Sales Quotes
 
 ## Usage
 
-1. Navigate to any Posted Sales Invoice
-2. Click the **"Signature"** action in the action bar
-3. The BeyondSignature pad will open in a modal dialog
-4. Users can capture signatures using mouse, touch, or stylus input
-5. Signatures are automatically saved and linked to the invoice
+### Capturing a Signature
 
-## Development Notes
+1. Open a document (e.g., Sales Quote, Posted Sales Invoice)
+2. Click the **Signature** action
+3. Have the customer sign on the Signature Pad
+4. Close the pad to save
 
-### Integration Benefits
+### Printing with Signatures
 
-- **Reduced Complexity**: No need to implement custom signature handling
-- **Automatic Updates**: Signature functionality updates with the base app
-- **Proven Reliability**: Uses tested and validated signature components
-- **Consistent UX**: Maintains standard BeyondSignature user experience
+1. Navigate to **Report Layouts** and select the `SalesQuoteWithSignature` layout for report 1304
+2. Open a Sales Quote with a captured signature
+3. Click **Print** and select the custom layout
+4. The signature appears on the printed document
 
-### Extension Points
+## Client Compatibility
 
-This simple integration can be easily extended to:
-- Add signature actions to other document types
-- Customize the signature pad initialization parameters
-- Implement additional validation or workflow logic
-- Add custom signature-related fields or processing
-
-### Best Practices Demonstrated
-
-- **Dependency Management**: Proper use of app dependencies
-- **Minimal Footprint**: Lean implementation with maximum functionality
-- **Standard Patterns**: Following AL development best practices
-- **Localization Support**: Translation-ready implementation
+The extension works across all client types:
+- **Web Client**: Mouse and touch input
+- **Tablet**: Optimized for touch signature input
+- **Phone**: Responsive mobile signature capture
 
 ## Support
 
-For technical support and additional information:
-- **Website**: https://beyondit.gmbh
+- **Website**: https://beyond365.de
 - **Publisher**: BEYONDIT GmbH
 - **Documentation**: https://www.beyondit.gmbh/
 
 ## License
 
-This example is provided by BEYONDIT GmbH as a reference implementation for BeyondSignature integration in Microsoft Dynamics 365 Business Central.
+Copyright BEYONDIT GmbH. All rights reserved.

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+{"Added":[],"Modified":[],"Removed":[]}