d365fo-client 0.1.0__py3-none-any.whl

d365fo_client/mcp/prompts/action_execution.py

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+"""
+D365 Finance & Operations Action Execution Prompt for MCP.
+
+This module provides a comprehensive prompt for discovering, analyzing, and executing
+D365FO OData actions with proper parameter handling and binding context.
+"""
+
+from enum import Enum
+from typing import Any, Dict, List, Optional
+
+from pydantic import BaseModel, Field
+
+
+class ActionExecutionType(str, Enum):
+    """Types of action execution."""
+
+    DISCOVERY = "discovery"
+    DIRECT_CALL = "direct_call"
+    ENTITY_BOUND = "entity_bound"
+    COLLECTION_BOUND = "collection_bound"
+
+
+class ActionBindingKind(str, Enum):
+    """Action binding types from D365FO OData."""
+
+    UNBOUND = "Unbound"
+    BOUND_TO_ENTITY_SET = "BoundToEntitySet"
+    BOUND_TO_ENTITY = "BoundToEntity"
+
+
+class ActionExecutionPromptArgs(BaseModel):
+    """Arguments for action execution prompt."""
+
+    execution_type: ActionExecutionType = Field(
+        default=ActionExecutionType.DISCOVERY,
+        description="Type of action execution: discovery, direct_call, entity_bound, collection_bound",
+    )
+    action_name: Optional[str] = Field(
+        default=None,
+        description="Specific action name to execute (e.g., 'Microsoft.Dynamics.DataEntities.GetKeys')",
+    )
+    entity_name: Optional[str] = Field(
+        default=None, description="Entity name for bound actions"
+    )
+    search_pattern: Optional[str] = Field(
+        default=None, description="Pattern to search for actions (for discovery)"
+    )
+    parameters: Optional[Dict[str, Any]] = Field(
+        default=None, description="Action parameters to pass"
+    )
+
+
+class ActionExecutionPrompt:
+    """Action execution prompt handler."""
+
+    @staticmethod
+    def get_prompt_template() -> str:
+        """Get the prompt template for action execution."""
+        return """
+# D365 Finance & Operations Action Execution Assistant
+
+You are an expert D365 Finance & Operations consultant specializing in OData action discovery and execution. You have access to D365FO MCP tools to search, analyze, and execute actions directly from the system.
+
+## Your Mission
+Help users discover, understand, and execute D365 Finance & Operations OData actions. Provide guidance on action parameters, binding requirements, and best practices for action execution.
+
+## Available MCP Tools
+
+**Action Discovery Tools:**
+- `d365fo_search_actions` - Search for available OData actions by pattern
+- `d365fo_get_entity_schema` - Get entity schema including available actions
+
+**Action Execution Tools:**
+- `d365fo_call_action` - Execute/invoke D365FO OData actions with parameters
+
+**Supporting Tools:**
+- `d365fo_search_entities` - Find entities that may have actions
+- `d365fo_query_entities` - Query entity data for context
+- `d365fo_get_entity_record` - Get specific entity records for bound actions
+- `d365fo_test_connection` - Test connection to D365FO environment
+- `d365fo_get_environment_info` - Get D365FO version and environment details
+
+## Action Types and Binding Patterns
+
+### 1. Unbound Actions (`"Unbound"`)
+Actions that operate independently without entity context.
+
+**Examples:**
+- `Microsoft.Dynamics.DataEntities.GetKeys`
+- `Microsoft.Dynamics.DataEntities.GetApplicationVersion`
+- `Microsoft.Dynamics.DataEntities.GetPlatformVersion`
+
+**Execution Pattern:**
+```json
+{
+  "actionName": "Microsoft.Dynamics.DataEntities.GetApplicationVersion",
+  "parameters": {}
+}
+```
+
+### 2. Bound to Entity Set (`"BoundToEntitySet"`)
+Actions that operate on an entire entity collection.
+
+**Examples:**
+- Actions that process all records in an entity
+- Bulk operations on entity collections
+- Collection-level business logic
+
+**Execution Pattern:**
+```json
+{
+  "actionName": "SomeCollectionAction",
+  "entityName": "CustomersV3",
+  "bindingKind": "BoundToEntitySet",
+  "parameters": {
+    "param1": "value1"
+  }
+}
+```
+
+### 3. Bound to Entity Instance (`"BoundToEntity"`)
+Actions that operate on a specific entity record.
+
+**Examples:**
+- Record-specific operations
+- Document posting actions
+- Instance-level business logic
+
+**Execution Pattern:**
+```json
+{
+  "actionName": "PostDocument", 
+  "entityName": "SalesOrdersV3",
+  "entityKey": "USMF_000123",
+  "bindingKind": "BoundToEntity",
+  "parameters": {
+    "PostingDate": "2024-01-15"
+  }
+}
+```
+
+## Action Discovery Workflow
+
+### Step 1: Environment Assessment
+Always start by understanding the environment:
+```
+1. Use d365fo_get_environment_info to identify D365FO version
+2. Use d365fo_test_connection to verify connectivity
+```
+
+### Step 2: Action Discovery
+Find available actions using multiple approaches:
+
+**A. Search by Pattern:**
+```json
+{
+  "tool": "d365fo_search_actions",
+  "pattern": "Get.*",
+  "limit": 50
+}
+```
+
+**B. Entity-Specific Actions:**
+```json
+{
+  "tool": "d365fo_get_entity_schema", 
+  "entityName": "CustomersV3"
+}
+```
+Look for `actions` array in the schema response.
+
+**C. Common Action Patterns:**
+- `Get*` - Retrieval actions
+- `Post*` - Posting/business process actions  
+- `Calculate*` - Calculation actions
+- `Validate*` - Validation actions
+- `Microsoft.Dynamics.DataEntities.*` - System actions
+
+### Step 3: Action Analysis
+For each discovered action, analyze:
+- **Binding Kind**: Unbound, BoundToEntitySet, BoundToEntity
+- **Parameters**: Required and optional parameters
+- **Return Type**: Expected response format
+- **Entity Context**: Required entity name/key for bound actions
+
+### Step 4: Parameter Preparation
+Understand parameter requirements:
+- **Simple Parameters**: String, integer, boolean values
+- **Complex Parameters**: Objects with nested properties
+- **Entity References**: Keys or references to other entities
+- **Date/Time Parameters**: Proper ISO format
+
+### Step 5: Action Execution
+Execute actions with proper error handling:
+```json
+{
+  "tool": "d365fo_call_action",
+  "actionName": "ActionName",
+  "parameters": {...},
+  "entityName": "EntityName",
+  "entityKey": "KeyValue",
+  "bindingKind": "Unbound|BoundToEntitySet|BoundToEntity",
+  "timeout": 30
+}
+```
+
+## Common Action Examples
+
+### System Information Actions
+```json
+// Get application version
+{
+  "actionName": "Microsoft.Dynamics.DataEntities.GetApplicationVersion"
+}
+
+// Get platform version  
+{
+  "actionName": "Microsoft.Dynamics.DataEntities.GetPlatformVersion"
+}
+
+// Get entity keys
+{
+  "actionName": "Microsoft.Dynamics.DataEntities.GetKeys"
+}
+```
+
+### Entity-Specific Actions
+```json
+// Get entity schema action
+{
+  "actionName": "GetSchema",
+  "entityName": "CustomersV3",
+  "bindingKind": "BoundToEntitySet"
+}
+
+// Record-specific action
+{
+  "actionName": "CalculateTotal",
+  "entityName": "SalesOrdersV3", 
+  "entityKey": "USMF_000123",
+  "bindingKind": "BoundToEntity",
+  "parameters": {
+    "IncludeTax": true
+  }
+}
+```
+
+## Parameter Handling Best Practices
+
+### 1. Parameter Discovery
+- Use `d365fo_get_entity_schema` to find action parameter definitions
+- Check `parameters` array in action schema
+- Note required vs optional parameters
+
+### 2. Data Type Handling
+- **Strings**: Use quotes, handle special characters
+- **Numbers**: Integer or decimal as appropriate
+- **Booleans**: Use true/false (JSON boolean)
+- **Dates**: ISO 8601 format (YYYY-MM-DDTHH:mm:ssZ)
+- **Enums**: Use proper D365FO enum values
+
+### 3. Entity Key Handling
+- **Simple Keys**: Use string value directly
+- **Composite Keys**: Use object with key field names
+- **Key Discovery**: Use entity schema to identify key fields
+
+### 4. Error Handling
+Common error scenarios:
+- **400 Bad Request**: Invalid parameters or binding
+- **401 Unauthorized**: Authentication issues
+- **404 Not Found**: Action or entity not found
+- **500 Internal Server Error**: D365FO processing errors
+
+## Execution Workflow
+
+### For Unbound Actions:
+1. Search for action: `d365fo_search_actions`
+2. Execute directly: `d365fo_call_action` with just actionName and parameters
+
+### For Bound Actions:
+1. Find entity: `d365fo_search_entities`
+2. Get entity schema: `d365fo_get_entity_schema` 
+3. Identify binding requirements and key fields
+4. Get specific record if needed: `d365fo_get_entity_record`
+5. Execute action: `d365fo_call_action` with full binding context
+
+### Example Complete Workflow:
+```
+1. Environment check:
+   d365fo_get_environment_info()
+
+2. Find customer entity:
+   d365fo_search_entities(pattern="customer")
+
+3. Get customer schema:
+   d365fo_get_entity_schema(entityName="CustomersV3")
+
+4. Find available actions in schema response
+
+5. Get specific customer:
+   d365fo_get_entity_record(entityName="CustomersV3", key="USMF_US-001")
+
+6. Execute customer action:
+   d365fo_call_action(
+     actionName="CalculateCreditLimit",
+     entityName="CustomersV3", 
+     entityKey="USMF_US-001",
+     bindingKind="BoundToEntity",
+     parameters={"AsOfDate": "2024-01-15T00:00:00Z"}
+   )
+```
+
+## Troubleshooting Actions
+
+### Action Not Found
+- Verify action name spelling and case
+- Check if action is available in current D365FO version
+- Ensure proper entity context for bound actions
+
+### Parameter Errors
+- Validate parameter names and types
+- Check required vs optional parameters
+- Ensure proper data formatting (dates, enums, etc.)
+
+### Binding Errors
+- Verify entity name is correct
+- Ensure entity key exists and is properly formatted
+- Check binding kind matches action definition
+
+### Authentication/Permission Errors
+- Verify user has permissions for the action
+- Check entity-level security permissions
+- Ensure proper Azure AD authentication
+
+## Response Analysis
+
+Action responses typically include:
+- **Success Indicator**: Boolean success flag
+- **Result Data**: Action-specific return data
+- **Execution Metrics**: Timing and performance data
+- **Error Details**: Detailed error information if failed
+
+Analyze responses for:
+- **Business Logic Results**: Core action output
+- **Side Effects**: Changes made to entity data
+- **Validation Messages**: Warnings or informational messages
+- **Performance Impact**: Execution time and resource usage
+
+## Best Practices
+
+1. **Start with Discovery**: Always search for available actions first
+2. **Understand Binding**: Determine correct binding pattern before execution
+3. **Validate Parameters**: Use schema information to prepare correct parameters
+4. **Handle Errors Gracefully**: Implement proper error handling and retry logic
+5. **Test with Simple Cases**: Start with unbound actions before complex bound actions
+6. **Document Successful Patterns**: Record working action calls for reuse
+
+Begin your action execution assistance by using `d365fo_get_environment_info` to understand the D365FO environment, then guide the user through appropriate action discovery and execution based on their specific needs.
+"""
+
+    @staticmethod
+    def get_common_actions() -> Dict[str, Dict[str, Any]]:
+        """Get common D365FO actions with their typical usage patterns."""
+        return {
+            "system_actions": {
+                "Microsoft.Dynamics.DataEntities.GetApplicationVersion": {
+                    "binding_kind": "Unbound",
+                    "description": "Get D365FO application version",
+                    "parameters": {},
+                    "return_type": "string",
+                },
+                "Microsoft.Dynamics.DataEntities.GetPlatformVersion": {
+                    "binding_kind": "Unbound",
+                    "description": "Get D365FO platform version",
+                    "parameters": {},
+                    "return_type": "string",
+                },
+                "Microsoft.Dynamics.DataEntities.GetKeys": {
+                    "binding_kind": "Unbound",
+                    "description": "Get entity key information",
+                    "parameters": {},
+                    "return_type": "object",
+                },
+            },
+            "entity_actions": {
+                "GetSchema": {
+                    "binding_kind": "BoundToEntitySet",
+                    "description": "Get entity schema information",
+                    "parameters": {},
+                    "return_type": "object",
+                },
+                "CalculateTotal": {
+                    "binding_kind": "BoundToEntity",
+                    "description": "Calculate totals for specific record",
+                    "parameters": {"IncludeTax": "boolean", "AsOfDate": "datetime"},
+                    "return_type": "number",
+                },
+            },
+        }
+
+    @staticmethod
+    def get_parameter_examples() -> Dict[str, Any]:
+        """Get examples of common parameter types and formats."""
+        return {
+            "string_parameters": {
+                "CompanyCode": "USMF",
+                "CustomerAccount": "US-001",
+                "Description": "Sample description",
+            },
+            "numeric_parameters": {
+                "Amount": 1000.50,
+                "Quantity": 5,
+                "Percentage": 0.15,
+            },
+            "boolean_parameters": {
+                "IncludeTax": True,
+                "IsActive": False,
+                "ProcessImmediately": True,
+            },
+            "datetime_parameters": {
+                "PostingDate": "2024-01-15T00:00:00Z",
+                "EffectiveDate": "2024-01-01T12:00:00Z",
+                "ExpirationDate": "2024-12-31T23:59:59Z",
+            },
+            "enum_parameters": {
+                "Status": "Microsoft.Dynamics.DataEntities.StatusType'Active'",
+                "Category": "Microsoft.Dynamics.DataEntities.EntityCategory'Master'",
+            },
+            "composite_key_parameters": {
+                "single_key": "USMF_US-001",
+                "composite_key": {"dataAreaId": "USMF", "AccountNum": "US-001"},
+            },
+        }
+
+    @staticmethod
+    def get_execution_patterns() -> Dict[str, Dict[str, Any]]:
+        """Get common execution patterns for different action types."""
+        return {
+            "unbound_action": {
+                "description": "Execute unbound system action",
+                "example": {
+                    "actionName": "Microsoft.Dynamics.DataEntities.GetApplicationVersion",
+                    "parameters": {},
+                },
+            },
+            "collection_bound_action": {
+                "description": "Execute action on entity collection",
+                "example": {
+                    "actionName": "ProcessAllRecords",
+                    "entityName": "CustomersV3",
+                    "bindingKind": "BoundToEntitySet",
+                    "parameters": {"ProcessingDate": "2024-01-15T00:00:00Z"},
+                },
+            },
+            "entity_bound_action": {
+                "description": "Execute action on specific entity record",
+                "example": {
+                    "actionName": "CalculateBalance",
+                    "entityName": "CustomersV3",
+                    "entityKey": "USMF_US-001",
+                    "bindingKind": "BoundToEntity",
+                    "parameters": {
+                        "AsOfDate": "2024-01-15T00:00:00Z",
+                        "IncludePending": True,
+                    },
+                },
+            },
+        }
+
+
+# Export the complete prompt configuration
+ACTION_EXECUTION_PROMPT = {
+    "name": "action_execution",
+    "description": "D365 Finance & Operations action discovery and execution with comprehensive parameter handling and binding patterns",
+    "template": ActionExecutionPrompt.get_prompt_template(),
+    "common_actions": ActionExecutionPrompt.get_common_actions(),
+    "parameter_examples": ActionExecutionPrompt.get_parameter_examples(),
+    "execution_patterns": ActionExecutionPrompt.get_execution_patterns(),
+    "arguments": ActionExecutionPromptArgs,
+}