npm - @khester/create-dynamics-app - Versions diffs - 2.0.0 → 2.2.0 - Mend

@khester/create-dynamics-app 2.0.0 → 2.2.0

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Files changed (122) hide show

package/templates/react-custom-page/env.example ADDED Viewed

@@ -0,0 +1,16 @@
+# Token-proxy dev mode — run `npm run dev` against a real Dataverse org.
+#
+# Preferred: run `npm run auth:token -- --url https://<org>.crm.dynamics.com`,
+# which acquires a token via the Azure CLI and writes both values to .env.
+# Or copy this file to .env and fill them in manually.
+#
+# When DYNAMICS_URL is set, the Vite dev server proxies /api/data/* to the org
+# and injects DYNAMICS_TOKEN as the bearer (server-side — never in the bundle).
+DYNAMICS_URL=https://your-org.crm.dynamics.com
+DYNAMICS_TOKEN=
+# `npm run deploy` — the HTML web-resource unique name. The prefix (before `_`)
+# MUST be a publisher prefix that exists in your org (e.g. cr1a2_ / new_).
+WEBRESOURCE_NAME=new_/your-app/index.html
+# Optional: add the web resource to this unmanaged solution (unique name).
+WEBRESOURCE_SOLUTION=

package/templates/react-custom-page/gitignore CHANGED Viewed

@@ -3,3 +3,4 @@ dist/
 *.log
 .env
 .env.local
+.env.*.local

package/templates/react-custom-page/index.html ADDED Viewed

@@ -0,0 +1,16 @@
+<!doctype html>
+<html lang="en">
+  <head>
+    <meta charset="UTF-8" />
+    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
+    <title>Dynamics Custom Page</title>
+    <style>
+      /* App canvas behind the form — matches the Dynamics model-driven background. */
+      body { margin: 0; min-height: 100vh; background: #fafafa; }
+    </style>
+  </head>
+  <body>
+    <div id="root"></div>
+    <script type="module" src="/src/index.tsx"></script>
+  </body>
+</html>

package/templates/react-custom-page/package.json CHANGED Viewed

@@ -1,65 +1,37 @@
 {
   "name": "react-custom-page-app",
-  "version": "1.0.0",
-  "description": "Dynamics 365 React Custom Page app built with Dynamics UI Kit",
-  "main": "dist/index.js",
+  "version": "0.1.0",
+  "private": true,
+  "description": "Minimal Dataverse React custom page (Vite + @khester/reusable-components)",
+  "type": "module",
+  "engines": {
+    "node": ">=18"
+  },
   "scripts": {
-    "build": "webpack --mode=production",
-    "build:dev": "node scripts/custom-build.js --dev",
-    "build:prod": "node scripts/custom-build.js",
-    "build:d365": "node scripts/custom-build.js",
-    "dev": "webpack serve --mode=development",
-    "start": "webpack serve --mode=development",
-    "serve": "serve -s dist -l 62874",
+    "dev": "vite",
+    "dev:token": "npm run auth:token && npm run dev",
+    "build": "tsc && vite build",
+    "build:d365": "tsc && vite build --mode d365",
+    "deploy": "npm run auth:token && npm run build:d365 && node tools/deploy/deploy-webresource.cjs",
+    "preview": "vite preview",
     "typecheck": "tsc --noEmit",
-    "clean": "rimraf dist",
-    "lint": "eslint src --ext .ts,.tsx",
-    "lint:fix": "eslint src --ext .ts,.tsx --fix",
-    "quality": "npm run lint && npm run typecheck",
-    "quality:fix": "npm run lint:fix && npm run typecheck",
-    "validate": "npm run quality && npm run build:prod",
-    "test:build": "npm run clean && npm run build:dev && npm run build:prod",
-    "test:serve": "npm run build:prod && npm run serve",
-    "precommit": "npm run quality",
-    "prepublishOnly": "npm run validate",
-    "metadata:pull": "node tools/metadata-sync/index.js pull",
-    "metadata:generate": "node tools/metadata-sync/index.js generate",
-    "metadata:validate": "node tools/metadata-sync/index.js validate",
-    "metadata:sync": "node tools/metadata-sync/index.js sync"
+    "test": "vitest run",
+    "clean": "rimraf dist"
   },
   "dependencies": {
-    "@khester/dynamics-ui-api-client": "^1.0.0",
-    "@khester/dynamics-ui-components": "^1.0.0",
+    "@fluentui/react": "^8.110.10",
+    "@khester/reusable-components": "0.1.3",
     "react": "^18.2.0",
     "react-dom": "^18.2.0"
   },
   "devDependencies": {
-    "@dataverse-kit/dataverse-codegen": "^0.1.0",
     "@types/react": "^18.2.0",
     "@types/react-dom": "^18.2.0",
-    "commander": "^11.1.0",
-    "css-loader": "^6.8.1",
-    "eslint": "^8.57.0",
-    "html-webpack-plugin": "^5.5.3",
+    "@vitejs/plugin-react": "^4.2.1",
     "rimraf": "^5.0.5",
-    "serve": "^14.2.1",
-    "style-loader": "^3.3.3",
-    "ts-loader": "^9.5.1",
     "typescript": "^5.3.3",
-    "webpack": "^5.89.0",
-    "webpack-cli": "^5.1.4",
-    "webpack-dev-server": "^4.15.1"
-  },
-  "browserslist": {
-    "production": [
-      ">0.2%",
-      "not dead",
-      "not op_mini all"
-    ],
-    "development": [
-      "last 1 chrome version",
-      "last 1 firefox version",
-      "last 1 safari version"
-    ]
+    "vite": "^5.4.21",
+    "vite-plugin-singlefile": "^2.0.3",
+    "vitest": "^1.6.0"
   }
 }

package/templates/react-custom-page/src/App.tsx ADDED Viewed

@@ -0,0 +1,26 @@
+import React from "react";
+import { ServiceFactory } from "./core/services/ServiceFactory";
+import { resolveRecordId } from "./core/recordContext";
+import { ExamplePage } from "./example/ExamplePage";
+import { DevPanel } from "./dev-tools/DevPanel";
+// Domain-free shell. The Xrm context exists only when this bundle is hosted
+// inside a model-driven app (the custom page runs in an iframe, so Xrm lives on
+// window.parent). ServiceFactory uses it for production mode; on localhost it is
+// undefined and the factory returns the mock or token-proxy service instead.
+const Xrm: any = (window as any).parent?.Xrm ?? (window as any).Xrm;
+export const App: React.FC = () => {
+  const api = React.useMemo(() => ServiceFactory.createApiService(Xrm), []);
+  // Which record to load — from ?id= / ?data= / the hosting form's record.
+  const recordId = React.useMemo(() => resolveRecordId(Xrm), []);
+  return (
+    <>
+      <ExamplePage api={api} recordId={recordId} />
+      {/* Localhost-only floating dev tools (renders nothing once deployed). */}
+      <DevPanel />
+    </>
+  );
+};
+export default App;

package/templates/react-custom-page/src/core/recordContext.test.ts ADDED Viewed

@@ -0,0 +1,30 @@
+import { describe, it, expect } from "vitest";
+import { idFromDataParam } from "./recordContext";
+const GUID = "8025328c-a265-f111-a826-000d3a37b308";
+describe("idFromDataParam", () => {
+  it("reads a bare guid", () => {
+    expect(idFromDataParam(GUID)).toBe(GUID);
+  });
+  it("reads an `id=<guid>` query string", () => {
+    expect(idFromDataParam(`id=${GUID}`)).toBe(GUID);
+  });
+  it("reads JSON { id }", () => {
+    expect(idFromDataParam(JSON.stringify({ id: GUID }))).toBe(GUID);
+  });
+  it("reads JSON { selectedItems: [id] } (import_weights/navigateTo shape)", () => {
+    expect(idFromDataParam(JSON.stringify({ selectedItems: [GUID] }))).toBe(GUID);
+  });
+  it("reads a bare JSON string", () => {
+    expect(idFromDataParam(JSON.stringify(GUID))).toBe(GUID);
+  });
+  it("returns undefined for unrecognized data", () => {
+    expect(idFromDataParam("foo=bar")).toBeUndefined();
+  });
+});

package/templates/react-custom-page/src/core/recordContext.ts ADDED Viewed

@@ -0,0 +1,51 @@
+// Resolves which record this page should load, from however it was opened:
+//   1. ?id=<guid>                      — a direct link / the dev-tools panel
+//   2. ?data=<payload>                 — the Xrm.Navigation.navigateTo `data` arg
+//                                        (JSON {id}/{selectedItems:[id]}, "id=<guid>", or a bare guid)
+//   3. Xrm.Page.data.entity.getId()    — the form the web resource is hosted on
+// Returns undefined when none apply (mock mode just serves its seeded record).
+const stripBraces = (s: string) => s.replace(/[{}]/g, "").trim();
+/** Pull a record id out of a navigateTo `data` parameter value. Pure/testable. */
+export function idFromDataParam(data: string): string | undefined {
+  try {
+    const parsed = JSON.parse(data);
+    if (typeof parsed === "string") return parsed;
+    if (parsed && typeof parsed.id === "string") return parsed.id;
+    if (Array.isArray(parsed?.selectedItems) && parsed.selectedItems.length) {
+      return String(parsed.selectedItems[0]);
+    }
+  } catch {
+    // Not JSON — fall through to query-string / bare-guid handling.
+  }
+  const inner = new URLSearchParams(data).get("id");
+  if (inner) return inner;
+  if (/^[0-9a-f]{8}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{4}-[0-9a-f]{12}$/i.test(stripBraces(data))) {
+    return stripBraces(data);
+  }
+  return undefined;
+}
+/** Resolve the record id from the URL or the hosting form context. */
+export function resolveRecordId(Xrm?: any): string | undefined {
+  const params = new URLSearchParams(window.location.search);
+  const direct = params.get("id");
+  if (direct) return stripBraces(direct);
+  const data = params.get("data");
+  if (data) {
+    const fromData = idFromDataParam(data);
+    if (fromData) return stripBraces(fromData);
+  }
+  try {
+    const id = Xrm?.Page?.data?.entity?.getId?.();
+    if (id) return stripBraces(id);
+  } catch {
+    // No form context (e.g. opened standalone) — leave undefined.
+  }
+  return undefined;
+}

package/templates/react-custom-page/src/core/services/FetchApiService.ts ADDED Viewed

@@ -0,0 +1,117 @@
+import { IApiService } from "./IApiService";
+import { logCrud } from "./crudLogging";
+import { logger } from "@khester/reusable-components";
+/**
+ * Dev API service for token-proxy mode (`npm run dev` with DYNAMICS_URL set).
+ * Requests go to the SAME-ORIGIN path /api/data/v9.2/... and the Vite dev proxy
+ * (vite.config.ts) injects the `Authorization: Bearer` header server-side — the
+ * token is never read by, or bundled into, the client.
+ */
+export class FetchApiService implements IApiService {
+  constructor(private baseUrl = "") {}
+  private headers(): HeadersInit {
+    return {
+      "Content-Type": "application/json; charset=utf-8",
+      Accept: "application/json",
+      "OData-Version": "4.0",
+      "OData-MaxVersion": "4.0",
+      Prefer: 'odata.include-annotations="*"',
+    };
+  }
+  retrieveMultipleRecords(
+    entity: string,
+    fetchXml: string,
+  ): Promise<{ entities: any[] }> {
+    return logCrud(
+      { op: "READ", entity, resultCount: (r) => r?.entities?.length },
+      async () => {
+        const url = `${this.baseUrl}/api/data/v9.2/${entity}?fetchXml=${encodeURIComponent(fetchXml)}`;
+        const response = await fetch(url, { method: "GET", headers: this.headers() });
+        if (!response.ok) {
+          const body = await response.text().catch(() => "");
+          throw new Error(`API error ${response.status}: ${response.statusText}${body ? ` — ${body}` : ""}`);
+        }
+        const data = await response.json();
+        return { entities: data.value ?? [] };
+      },
+    );
+  }
+  createRecord(entity: string, record: any): Promise<any> {
+    return logCrud({ op: "CREATE", entity, resultId: (r) => r?.id }, async () => {
+      const url = `${this.baseUrl}/api/data/v9.2/${entity}`;
+      const response = await fetch(url, {
+        method: "POST",
+        headers: this.headers(),
+        body: JSON.stringify(record),
+      });
+      if (!response.ok) {
+        const body = await response.text().catch(() => "");
+        throw new Error(`Create failed ${response.status}: ${body}`);
+      }
+      const entityId = response.headers.get("OData-EntityId");
+      const match = entityId ? /\(([^)]+)\)/.exec(entityId) : null;
+      return match ? { id: match[1] } : response.json().catch(() => ({}));
+    });
+  }
+  updateRecord(entity: string, id: string, record: any): Promise<any> {
+    return logCrud({ op: "UPDATE", entity, id }, async () => {
+      const cleanId = id.replace(/[{}]/g, "");
+      const url = `${this.baseUrl}/api/data/v9.2/${entity}(${cleanId})`;
+      const response = await fetch(url, {
+        method: "PATCH",
+        headers: this.headers(),
+        body: JSON.stringify(record),
+      });
+      if (!response.ok) {
+        const body = await response.text().catch(() => "");
+        throw new Error(`Update failed ${response.status}: ${body}`);
+      }
+      return { success: true };
+    });
+  }
+  deleteRecord(entity: string, id: string): Promise<void> {
+    return logCrud({ op: "DELETE", entity, id }, async () => {
+      const cleanId = id.replace(/[{}]/g, "");
+      const url = `${this.baseUrl}/api/data/v9.2/${entity}(${cleanId})`;
+      const response = await fetch(url, { method: "DELETE", headers: this.headers() });
+      if (!response.ok) {
+        const body = await response.text().catch(() => "");
+        throw new Error(`Delete failed ${response.status}: ${body}`);
+      }
+    });
+  }
+  executeRequest(requestName: string, requestData: any): Promise<any> {
+    return logCrud({ op: "EXECUTE", entity: requestName }, async () => {
+      const url = `${this.baseUrl}/api/data/v9.2/${requestName}`;
+      const response = await fetch(url, {
+        method: "POST",
+        headers: this.headers(),
+        body: JSON.stringify(requestData),
+      });
+      if (!response.ok) {
+        const body = await response.text().catch(() => "");
+        throw new Error(`Execute failed ${response.status}: ${body}`);
+      }
+      return response.json().catch(() => ({}));
+    });
+  }
+  async uploadFile(file: File): Promise<string> {
+    logger.warn("uploadFile not implemented", {
+      source: "FetchApiService",
+      data: { file: file.name },
+    });
+    return "";
+  }
+  async associateRecord(): Promise<void> {
+    logger.warn("associateRecord not implemented", { source: "FetchApiService" });
+  }
+}

package/templates/react-custom-page/src/core/services/IApiService.ts ADDED Viewed

@@ -0,0 +1,37 @@
+// The single data-access contract for the page. Three implementations satisfy
+// it — MockApiService (offline), FetchApiService (token-proxy dev), and
+// XrmApiService (production) — and ServiceFactory picks one per environment.
+//
+// Entities are addressed by their Web API ENTITY SET name (plural, e.g.
+// "accounts"), used consistently for reads and writes across all three services.
+export interface IApiService {
+  /** Update a record. `record` contains only the changed attributes. */
+  updateRecord(entity: string, id: string, record: any): Promise<any>;
+  /** Create a record; resolves to `{ id }`. */
+  createRecord(entity: string, record: any): Promise<any>;
+  /** Delete a record. */
+  deleteRecord(entity: string, id: string): Promise<void>;
+  /** Retrieve records via a FetchXML query. */
+  retrieveMultipleRecords(
+    entity: string,
+    fetchXml: string,
+  ): Promise<{ entities: any[] }>;
+  /** Execute a custom API / unbound function or action. */
+  executeRequest(requestName: string, requestData: any): Promise<any>;
+  /** Upload a file and return its URL. */
+  uploadFile(file: File): Promise<string>;
+  /** Associate two records via a relationship. */
+  associateRecord(
+    entityName: string,
+    entityId: string,
+    relationshipName: string,
+    relatedEntityName: string,
+    relatedEntityId: string,
+  ): Promise<void>;
+}

package/templates/react-custom-page/src/core/services/MockApiService.ts ADDED Viewed

@@ -0,0 +1,73 @@
+import { IApiService } from "./IApiService";
+import { logCrud } from "./crudLogging";
+// One seeded in-memory account so `npm run dev` renders and saves with no org
+// or token. Replace this seed (and add more entity sets) as your page grows.
+const SEED_ACCOUNT = {
+  accountid: "00000000-0000-0000-0000-000000000001",
+  name: "Contoso Ltd",
+  accountnumber: "ACC-1001",
+  telephone1: "+1 (425) 555-0100",
+  emailaddress1: "info@contoso.example",
+  websiteurl: "https://contoso.example",
+};
+/**
+ * Default mock used on localhost when no token URL is configured. Operations are
+ * routed through `logCrud`, so a starter page shows the same `[CRUD] …` console
+ * lines (and populates `window.dumpAppLogs()`) as a real service.
+ */
+export class MockApiService implements IApiService {
+  private accounts: Record<string, any> = {
+    [SEED_ACCOUNT.accountid]: { ...SEED_ACCOUNT },
+  };
+  private nextId = 2;
+  retrieveMultipleRecords(entity: string): Promise<{ entities: any[] }> {
+    return logCrud(
+      { op: "READ", entity, resultCount: (r) => r?.entities?.length },
+      async () => ({
+        entities: entity === "accounts" ? Object.values(this.accounts) : [],
+      }),
+    );
+  }
+  updateRecord(entity: string, id: string, record: any): Promise<any> {
+    return logCrud({ op: "UPDATE", entity, id }, async () => {
+      const key = id.replace(/[{}]/g, "");
+      if (this.accounts[key]) {
+        this.accounts[key] = { ...this.accounts[key], ...record };
+      }
+      return { success: true };
+    });
+  }
+  createRecord(entity: string, record: any): Promise<any> {
+    return logCrud({ op: "CREATE", entity, resultId: (r) => r?.id }, async () => {
+      const id = `00000000-0000-0000-0000-${String(this.nextId++).padStart(12, "0")}`;
+      if (entity === "accounts") this.accounts[id] = { accountid: id, ...record };
+      return { id };
+    });
+  }
+  deleteRecord(entity: string, id: string): Promise<void> {
+    return logCrud({ op: "DELETE", entity, id }, async () => {
+      delete this.accounts[id.replace(/[{}]/g, "")];
+    });
+  }
+  executeRequest(requestName: string): Promise<any> {
+    return logCrud({ op: "EXECUTE", entity: requestName }, async () => ({}));
+  }
+  async uploadFile(): Promise<string> {
+    return "";
+  }
+  associateRecord(entityName: string, entityId: string): Promise<void> {
+    return logCrud(
+      { op: "ASSOCIATE", entity: entityName, id: entityId },
+      async () => undefined,
+    );
+  }
+}

package/templates/react-custom-page/src/core/services/ServiceFactory.ts ADDED Viewed

@@ -0,0 +1,58 @@
+import { IApiService } from "./IApiService";
+import { MockApiService } from "./MockApiService";
+import { XrmApiService } from "./XrmApiService";
+import { FetchApiService } from "./FetchApiService";
+import { logger } from "@khester/reusable-components";
+/**
+ * Single decision point for which IApiService the page talks to.
+ *
+ * Priority:
+ *   1. localhost + VITE_USE_PROXY → FetchApiService (real Dataverse via the Vite proxy)
+ *   2. localhost (no proxy)       → injected mock, or MockApiService by default
+ *   3. deployed + Xrm context     → XrmApiService
+ */
+export class ServiceFactory {
+  public static isMockEnvironment: boolean =
+    window.location.hostname === "localhost" ||
+    window.location.hostname === "127.0.0.1";
+  /**
+   * Token-proxy dev mode. `vite.config.ts` sets `import.meta.env.VITE_USE_PROXY`
+   * to a boolean — true when DYNAMICS_URL is configured — and proxies
+   * /api/data/* to Dataverse with a server-side bearer token. Truthiness check
+   * (NOT `=== 'true'`): the `define` value is a real boolean, not a string.
+   */
+  public static isTokenMode = !!import.meta.env.VITE_USE_PROXY;
+  /**
+   * @param Xrm        The Xrm context (required when deployed). Resolve it from
+   *                   `window.parent?.Xrm ?? window.Xrm` in App.tsx.
+   * @param createMock Optional factory for a domain-specific mock. Used ONLY in
+   *                   mock mode (after the token-mode check), so a token session
+   *                   still talks to the real org. Defaults to MockApiService.
+   */
+  public static createApiService(
+    Xrm?: any,
+    createMock?: () => IApiService,
+  ): IApiService {
+    if (ServiceFactory.isMockEnvironment && ServiceFactory.isTokenMode) {
+      logger.info("Token mode — using FetchApiService via proxy", {
+        source: "ServiceFactory",
+      });
+      return new FetchApiService();
+    }
+    if (ServiceFactory.isMockEnvironment) {
+      logger.info("Mock mode — using MockApiService", {
+        source: "ServiceFactory",
+      });
+      return (createMock ?? (() => new MockApiService()))();
+    }
+    if (!Xrm) {
+      throw new Error("Xrm object is required in a non-mock environment.");
+    }
+    return new XrmApiService(Xrm);
+  }
+}

package/templates/react-custom-page/src/core/services/XrmApiService.ts ADDED Viewed

@@ -0,0 +1,135 @@
+import { IApiService } from "./IApiService";
+import { logCrud } from "./crudLogging";
+import { logger } from "@khester/reusable-components";
+/**
+ * Production API service for a model-driven custom page. Every call hits the
+ * Dataverse Web API on the same origin (the hosting org authenticates the
+ * request via its session), addressing entities by their SET name (e.g.
+ * "accounts") so reads and writes use one consistent identifier.
+ */
+export class XrmApiService implements IApiService {
+  private Xrm: any;
+  constructor(Xrm: any) {
+    if (!Xrm) throw new Error("Xrm object is required");
+    this.Xrm = Xrm;
+  }
+  private clientUrl(): string {
+    return this.Xrm.Page.context.getClientUrl();
+  }
+  private headers(): HeadersInit {
+    return {
+      "OData-MaxVersion": "4.0",
+      "OData-Version": "4.0",
+      "Content-Type": "application/json; charset=utf-8",
+      Accept: "application/json",
+      Prefer: 'odata.include-annotations="*"',
+    };
+  }
+  retrieveMultipleRecords(
+    entity: string,
+    fetchXml: string,
+  ): Promise<{ entities: any[] }> {
+    return logCrud(
+      { op: "READ", entity, resultCount: (r) => r?.entities?.length },
+      async () => {
+        const url = `${this.clientUrl()}/api/data/v9.2/${entity}?fetchXml=${encodeURIComponent(fetchXml)}`;
+        const response = await fetch(url, { method: "GET", headers: this.headers() });
+        if (!response.ok) throw await response.json();
+        const data = await response.json();
+        return { entities: data.value ?? [] };
+      },
+    );
+  }
+  createRecord(entity: string, record: any): Promise<any> {
+    return logCrud({ op: "CREATE", entity, resultId: (r) => r?.id }, async () => {
+      const url = `${this.clientUrl()}/api/data/v9.2/${entity}`;
+      const response = await fetch(url, {
+        method: "POST",
+        headers: this.headers(),
+        body: JSON.stringify(record),
+      });
+      if (!response.ok) throw await response.json();
+      const uri = response.headers.get("OData-EntityId");
+      const match = uri ? /\(([^)]+)\)/.exec(uri) : null;
+      return { id: match ? match[1] : null };
+    });
+  }
+  updateRecord(entity: string, id: string, record: any): Promise<any> {
+    return logCrud({ op: "UPDATE", entity, id }, async () => {
+      const cleanId = id.replace(/[{}]/g, "");
+      const url = `${this.clientUrl()}/api/data/v9.2/${entity}(${cleanId})`;
+      const response = await fetch(url, {
+        method: "PATCH",
+        headers: this.headers(),
+        body: JSON.stringify(record),
+      });
+      if (!response.ok) throw await response.json();
+      return { success: true };
+    });
+  }
+  deleteRecord(entity: string, id: string): Promise<void> {
+    return logCrud({ op: "DELETE", entity, id }, async () => {
+      const cleanId = id.replace(/[{}]/g, "");
+      const url = `${this.clientUrl()}/api/data/v9.2/${entity}(${cleanId})`;
+      const response = await fetch(url, { method: "DELETE", headers: this.headers() });
+      if (!response.ok) throw await response.json();
+    });
+  }
+  executeRequest(requestName: string, requestData: any): Promise<any> {
+    return logCrud({ op: "EXECUTE", entity: requestName }, async () => {
+      const { getMetadata: _getMetadata, ...payload } = requestData ?? {};
+      const url = `${this.clientUrl()}/api/data/v9.2/${requestName}`;
+      const response = await fetch(url, {
+        method: "POST",
+        headers: this.headers(),
+        body: JSON.stringify(payload),
+      });
+      if (!response.ok) throw await response.json();
+      const text = await response.text();
+      return text ? JSON.parse(text) : null;
+    });
+  }
+  async associateRecord(
+    entityName: string,
+    entityId: string,
+    relationshipName: string,
+    relatedEntityName: string,
+    relatedEntityId: string,
+  ): Promise<void> {
+    return logCrud(
+      { op: "ASSOCIATE", entity: entityName, id: entityId },
+      async () => {
+        const url = `${this.clientUrl()}/api/data/v9.2/${entityName}(${entityId})/${relationshipName}/$ref`;
+        const response = await fetch(url, {
+          method: "POST",
+          headers: this.headers(),
+          body: JSON.stringify({
+            "@odata.id": `${this.clientUrl()}/api/data/v9.2/${relatedEntityName}(${relatedEntityId})`,
+          }),
+        });
+        if (!response.ok) {
+          throw new Error(`associateRecord failed (${response.status})`);
+        }
+      },
+    );
+  }
+  async uploadFile(file: File): Promise<string> {
+    // Stub — wire up to your file/notes/blob strategy as needed.
+    logger.warn("uploadFile not implemented", {
+      source: "XrmApiService",
+      data: { file: file.name },
+    });
+    return "";
+  }
+}