dynamics-client 0.0.4

Client for making Web API request from a Microsoft Dynamics 365 Database.

Dynamics Web API Client

pip install dynamics-client

Client for making Web API request from a Microsoft Dynamics 365 Database.

You should also read the Dynamics Web API Reference Docs:

Basic usage:

1. Init the client:

from dynamics import DynamicsClient

client = DynamicsClient(...)
client = DynamicsClient.from_environment()

2. Set the table:

client.table = "..."

3. Set row (Required for PATCH and DELETE, otherwese optional):

client.row_id = "..."

4. Set query options (optional):

client.select = [...]
client.expand = {...}
client.filter = [...]
...

5. Set headers (optional):

client[...] = ...

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Make a GET request:

result = client.GET()

Make a POST request:

result = client.POST(data={...})

Make a PATCH request:

result = client.PATCH(data={...})

Make a DELETE request:

result = client.DELETE()

Remember to reset between queries:

client.reset_query()

Query straight after client init to get a list of tables in the database.

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Documentation:

Client class methods an properties:

from dynamics import DynamicsClient

DynamicsClient(...)

• api_url: str - Url in form: 'https://[Organization URI]/api/data/v{api_version}'
• token_url: str - Url in form: 'https://[Dynamics Token URI]/path/to/token'
• client_id: str - Client id (e.g. UUID).
• client_secret: str - Client secret (e.g. OAuth password).
• scope: List[str] - List of urls in form: 'https://[Organization URI]/scope'. Defines the database records that the API connection has access to.

Create a Dynamics client from the given arguments.

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DynamicsClient.from_environment()

Create a Dynamics client from environment variables:

1. DYNAMICS_BASE_URL → api_url
2. DYNAMICS_TOKEN_URL → token_url
3. DYNAMICS_CLIENT_ID → client_id
4. DYNAMICS_CLIENT_SECRET → client_secret
5. DYNAMICS_SCOPE → scope

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DynamicsClient.request_counter: int

How many request have been made by the client so far.

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Client instance methods and properties:

client = DynamicsClient(...)

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client.fetch_schema(...) → Optional[str]

• to_file: bool = False - Save to a file instead of returning as string.

XML representation of the relational ascpects of the data.

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client.current_query() → str

Current compiled query string.

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client.headers → Dict[str, str]

Note: Read only. To set headers, use client[name] = value. Similarly, you can get headers with client[name].

Currently set request headers. Doesn't include per method default headers.

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client.reset_query() → None

Resets all client options and headers.

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client.set_default_headers(...) → None

• method: Literal["get", "post", "patch", "delete"]

Sets per method default headers. Applied automatically on each request. Does not override user added headers.

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client.table: str → str

Set the table to search in.

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client.action: str → str

Set the Dynamics Web API action or function to use. It is recommended to read the API Function Reference and how to Use Web API Functions, as well as the API Action Reference and how to Use Web API Actions. You can input the action/function as a string, or use the included act and fnc objects construct it.

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client.row_id: str → str

Search only from the table row with this id. If the table has an alternate key defined, you can use 'foo=bar' or 'foo=bar,fizz=buzz' to retrive a single row. Alternate keys are not enabled by default in Dynamics, so those might not work at all.

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client.add_ref_to_property: str → str

Add reference for this navigation property. This indicates, that POST data will contain the API url to a matching row id in the table this navigation property is meant to link to, like this: "@odata.id": "<API URI>/<table>(<id>)".

This should only be used to link existing rows. Adding references for new rows can be done on create with this in POST data: "<nav_property>@odata.bind": "/<table>(<id>)".

Note that query options cannot be used and will not be added to the query if this property is set.

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client.pre_expand: str → str

Expand/navigate to some linked table in this table before taking any query options into account. This will save you having to use the expand statement itself, if all you are looking for is under this table anyway.

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client.show_annotations: bool → bool

Show annotations for returned data, e.g. enum values, GUID names, etc by setting Prefer: odata.include-annotations="*" header. Helpful for development and debugging.

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client.select(...) → List[str]

• items: List[str] - Columns to select.

Set $select statement. Limits the properties returned from the current table.

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• expand_keys = Literal["select", "filter", "top", "orderby", "expand"]
• expand_values = Union[List[str], Set[str], int, orderby_type, Dict]
• expand_type = Dict[str, Dict[expand_keys, expand_values]]

client.expand(...) → expand_type

• items: expand_type - What linked tables (a.k.a. naviagation properties) to expand and what statements to apply inside the expanded tables. If items-dict value is set to an empty dict, no query options are used. Otherwise, valid keys for the items-dict are 'select', 'filter', 'top', 'orderby', and 'expand'. Values under these keys should be constructed in the same manner as they are when outside the expand statement, e.g. 'select' takes a List[str], 'top' an int, etc.

Set $expand statement, with possible nested statements. Controls what data from related entities is returned.

Nested expand statement limitations (WEB API v9.1):

1. Nested expand statements can only be applied to many-to-one/single-valued relationships. This means nested expands for collections do not work!

2. Each request can include a maximum of 10 expand statements. This applies to non-nested statements as well! There is no limit on the depth of nested expand statements, so long as the total is 10.

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client.filter(...) → Union[Set[str], List[str]]

• items: Union[Set[str], List[str]] - If a list-object, 'and' the items. If a set-object, 'or' the items.

Set $filter statement. Sets the criteria for which entities will be returned. It is recommended to read the API Query Function Reference and how to Query data using the Web API. You can input the filters as strings, or use the included ftr object to construct them.

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client.top(...) → int

• number: int - Maximum number of results to return.

Set $top statement. Limits the number of results returned. Default is to get the alphabetically first items, but client.orderby(...) can be used change this.

Note: You should not use client.top(...) and client.count(...) in the same query. Also, using $top will override Prefer: odata.maxpagesize=... header preference setting.

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client.orderby(...) → Dict[str, Literal["asc", "desc"]]

• items: Dict[str, Literal["asc", "desc"]] - Key indicates the column to order, and value indicates ascending (asc) or descending (desc) order respectively.

Set $orderby statement. Specifies the order in which items are returned.

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client.count(...) → bool

• value: bool - If True, include the count (otherwise not included by default).

Set to True to include a $count statement. This adds the count of entities that match the filter criteria in the results. Count will be the first item in the list of results.

Note: You should not use client.count(...) and client.top(...) in the same query.

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client.pagesize: int

Specify the number of tables to return in a page. By default, this is set to 1000. Maximum is 5000.

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Exceptions:

from dynamics.exceptions import *

Exceptions subclass APIException from the Django REST framework library, if installed. Otherwise they work like regular exceptions.

• DynamicsException - Dynamics Web API call failed
• ParseError - Malformed request
• AuthenticationFailed - Incorrect authentication credentials
• PermissionDenied - You do not have permission to perform this action
• NotFound - Not found
• MethodNotAllowed - Method x not allowed
• DuplicateRecordError - Trying to save a duplicate record
• PayloadTooLarge - Request length is too large
• APILimitsExceeded - Dynamics Web API limits were exceeded
• OperationNotImplemented - Requested operation isn't implemented
• WebAPIUnavailable - Web API service isn't available

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API Query Functions:

from dynamics import ftr

Object that holds filter query string construction convenience methods. It is recommended to read the API Query Function Reference and how to Query data using the Web API.

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API Functions:

from dynamics import fnc

Object that holds API function string construction convenience methods. It is recommended to read the API Function Reference and how to Use Web API Functions.

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API Actions:

from dynamics import act

Object that holds API action string construction convenience methods. API Action Reference and how to Use Web API Actions.

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Normalizers:

from dynamics.normalizers import *

Included normalizers can be used to process the returned values to quarantee wanted types. The most common case is missing data in the Dynamics database, in which case None would be returned. Normalizer can be used to convert this to, e.g., an empty string, or any other default value. They can also be used to specify numeric data as float or int.

as_int(...) → int

• value: Any - Value to normalize.
• default: int - Default to return if casting value to int fails. Default is 0.

as_float(...) → float

• value: Any - Value to normalize.
• default: int - Default to return if casting value to float fails. Default is 0.0.

as_str(...) → str

• value: Any - Value to normalize.
• default: int - Default to return if casting value to string fails. Default is an empty string.

as_bool(...) → bool

• value: Any - Value to normalize.
• default: int - Default to return if casting value to bool fails. Default is False.

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Utils:

from dynamics.utils import *

This library includes a number of helpful utilities.

to_dynamics_date_format(...) → str

• date: datetime - Datetime object to convert.
• from_timezone: str - Name of the timezone, from 'pytz.all_timezones', the date is in. Optional.

Convert a datetime-object to Dynamics compatible ISO formatted date string.

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from_dynamics_date_format(...) → datetime

• date: str - ISO datestring from Dynamics database, in form: YYYY-mm-ddTHH:MM:SSZ.
• to_timezone: str - Name of the timezone, from 'pytz.all_timezones', to convert the date to. This won't add 'tzinfo', instead the actual time part will be changed from UTC to what the time is at 'to_timezone'. Default is "UTC".

Convert a ISO datestring from Dynamics database to a datetime-object.

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DateRange(...)

• start: str - Range start date in dynamics ISO string from. Optional.
• end: str - Range end date in dynamics ISO string from. Optional.
• start_key - Which dynamics table column has the start date. Only needed is start defined.
• end_key - Which dynamics table column has the end date. Only needed is end defined.

Class that can be used to create start and end dates from dynamics acceptable ISO datestrings and compile an appropriate dynamics 'OnOrBefore' and 'OnOrAfter' -filters. The class also includes a membership test, that can be used to test if a (start, end) Dynamics ISO datestring tuple falls in the defined range.

from dynamics import DynamicsClient
from dynamics.utils import DateRange

client = DynamicsClient(...)

start = "2020-01-01T00:00:00Z"
end = "2020-12-31T23:59:59Z"

daterange = DateRange(start=start, end=end, start_key="begin_date", end_key="end_date")

client.filter = daterange.filter_range

...

start = "2019-08-04T07:10:00Z"
end = "2020-02-01T18:00:00Z"

if (start, end) in daterange:
    ...

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