Skill Agent Task Patterns

// Overload 1: basic task
procedure AssignTask(AgentUserSecurityID: Guid; TaskTitle: Text[150]; From: Text[250]; Message: Text): Record "Agent Task"

// Overload 2: with ExternalId for tracking / multi-turn
procedure AssignTask(AgentUserSecurityID: Guid; TaskTitle: Text[150]; ExternalId: Text[2048]; From: Text[250]; Message: Text): Record "Agent Task"

// Overload 3: with attachments
procedure AssignTaskWithAttachment(AgentUserSecurityID: Guid; TaskTitle: Text[150]; From: Text[250]; Message: Text; var TempAttachments: Record "Agent Task File"): Record "Agent Task"

// Lifecycle
procedure Deactivate(AgentUserSecurityID: Guid)
procedure IsActive(AgentUserSecurityID: Guid): Boolean

local procedure AssignTaskInternal(
    AgentUserSecurityID: Guid;
    TaskTitle: Text[150];
    ExternalId: Text[2048];
    From: Text[250];
    Message: Text;
    var TempAttachments: Record "Agent Task File" temporary): Record "Agent Task"
var
    AgentTaskBuilder: Codeunit "Agent Task Builder";
    AgentTaskMsgBuilder: Codeunit "Agent Task Message Builder";
    ContentStream: InStream;
begin
    AgentTaskMsgBuilder.Initialize(From, Message);

    if TempAttachments.FindSet() then
        repeat
            TempAttachments.Content.CreateInStream(ContentStream);
            AgentTaskMsgBuilder.AddAttachment(
                TempAttachments."File Name",
                TempAttachments."Content Type",
                ContentStream);
        until TempAttachments.Next() = 0;

    AgentTaskBuilder := AgentTaskBuilder
        .Initialize(AgentUserSecurityID, TaskTitle)
        .AddTaskMessage(AgentTaskMsgBuilder);

    if ExternalId <> '' then
        AgentTaskBuilder.SetExternalId(ExternalId);

    exit(AgentTaskBuilder.Create());
end;

trigger OnAction()
var
    AgentSetup: Codeunit "Agent Setup";
    MyAgentAPI: Codeunit "My Agent Public API";
    AgentUserSecurityId: Guid;
begin
    if not AgentSetup.OpenAgentLookup(
        Enum::"Agent Metadata Provider"::"My Agent", AgentUserSecurityId) then
        exit;

    MyAgentAPI.AssignTask(
        AgentUserSecurityId,
        CopyStr(StrSubstNo('Process: %1', Rec.Name), 1, 150),
        'LEAD-' + Rec."No.",
        CopyStr(UserId(), 1, 250),
        StrSubstNo('Please process customer %1 (No. %2).', Rec.Name, Rec."No."));
end;

[EventSubscriber(ObjectType::Codeunit, Codeunit::"Release Sales Document",
                 OnBeforeReleaseSalesDoc, '', false, false)]
local procedure OnBeforeRelease(var SalesHeader: Record "Sales Header")
begin
    if SalesHeader."Document Type" <> SalesHeader."Document Type"::Order then exit;
    if not MeetsCondition(SalesHeader) then exit;

    if not TryCreateTask(SalesHeader) then
        Session.LogMessage('BCA2A-FAIL',
            StrSubstNo('Task creation failed for %1: %2', SalesHeader."No.", GetLastErrorText()),
            Verbosity::Error, DataClassification::SystemMetadata,
            TelemetryScope::ExtensionPublisher, 'Category', 'BCA2A');
end;

[TryFunction]
local procedure TryCreateTask(var SalesHeader: Record "Sales Header")
var
    PublicAPI: Codeunit "My Agent Public API";
begin
    PublicAPI.AssignTask(
        GetAgentSecurityId(),
        'Validate SO ' + SalesHeader."No.",
        'SO-' + SalesHeader."No.",
        'System',
        BuildMessage(SalesHeader));
end;

procedure CreateTaskWithAttachment(AgentUserId: Guid; var DocumentBlob: Codeunit "Temp Blob")
var
    AgentTaskBuilder: Codeunit "Agent Task Builder";
    AgentTaskMsgBuilder: Codeunit "Agent Task Message Builder";
    ContentStream: InStream;
begin
    DocumentBlob.CreateInStream(ContentStream);

    AgentTaskMsgBuilder.Initialize(CopyStr(UserId(), 1, 250), 'Review attached document.');
    AgentTaskMsgBuilder.AddAttachment('Document.pdf', 'application/pdf', ContentStream);

    AgentTaskBuilder := AgentTaskBuilder
        .Initialize(AgentUserId, 'Process Document')
        .SetExternalId('DOC-1001')
        .AddTaskMessage(AgentTaskMsgBuilder);

    AgentTaskBuilder.Create();
end;

procedure SendFollowUpTask(AgentUserId: Guid; OriginalExternalId: Text; AdditionalInfo: Text)
var
    AgentTaskBuilder: Codeunit "Agent Task Builder";
    AgentTaskMsgBuilder: Codeunit "Agent Task Message Builder";
begin
    AgentTaskMsgBuilder.Initialize(CopyStr(UserId(), 1, 250), AdditionalInfo);

    AgentTaskBuilder := AgentTaskBuilder
        .Initialize(AgentUserId, CopyStr('Update for ' + OriginalExternalId, 1, 150))
        .SetExternalId(OriginalExternalId + '-UPD')
        .AddTaskMessage(AgentTaskMsgBuilder);

    AgentTaskBuilder.Create();
end;

// FUTURE — not yet in Extension scope
AgentTaskRecord := AgentTaskCU.GetTaskByExternalId(AgentSecurityId, ExternalId);
AgentTaskMsgBuilder.Initialize('User', FollowUpText);
AgentTaskMsgBuilder.AddToTask(AgentTaskRecord);
if AgentTaskCU.CanSetStatusToReady(AgentTaskRecord) then
    AgentTaskCU.SetStatusToReady(AgentTaskRecord);