justbetter/laravel-dynamics-client

A client to connect with Microsoft Dynamics

1.7.0 2024-04-29 13:03 UTC

This package is auto-updated.

Last update: 2024-04-29 13:04:21 UTC


README

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Laravel Dynamics Client

This package will connect you to your Microsoft Dynamics web services via OData. Custom web services can easily be implemented and mapped to your liking. It uses the HTTP client of Laravel which means that you can easily fake requests when writing tests.

The way we interact with OData has been inspired by Laravel's Query Builder.

$customer = Customer::query()->findOrFail('1000');

$customer->update([
    'Name' => 'John Doe',
]);

$customers = Customer::query()
    ->where('City', '=', 'Alkmaar')
    ->lazy();

$items = Item::query()
    ->whereIn('No', ['1000', '2000'])
    ->get();

$customer = Customer::new()->create([
    'Name' => 'Jane Doe',
]);

Installation

Install the composer package.

composer require justbetter/laravel-dynamics-client

Setup

Publish the configuration of the package.

php artisan vendor:publish --provider="JustBetter\DynamicsClient\ServiceProvider" --tag=config

Configuration

Add your Dynamics credentials in the .env:

DYNAMICS_BASE_URL=https://127.0.0.1:7048/DYNAMICS
DYNAMICS_VERSION=ODataV4
DYNAMICS_COMPANY=
DYNAMICS_USERNAME=
DYNAMICS_PASSWORD=
DYNAMICS_PAGE_SIZE=1000

Be sure the DYNAMICS_PAGE_SIZE is set equally to the Max Page Size under OData Services in the configuration of Dynamics. This is crucial for the functionalities of the lazy method of the QueryBuilder.

Authentication

Note: Be sure that Dynamics has been properly configured for OData.

This package uses NTLM authentication by default. If you are required to use basic auth or OAuth you can change this in your .env.

DYNAMICS_AUTH=basic

OAuth

To setup OAuth add the following to your .env

DYNAMICS_AUTH=oauth
DYNAMICS_OAUTH_CLIENT_ID=
DYNAMICS_OAUTH_CLIENT_SECRET=
DYNAMICS_OAUTH_REDIRECT_URI=
DYNAMICS_OAUTH_SCOPE=

When using D365 cloud with Microsoft identity platform your redirect uri will be: https://login.microsoftonline.com/<tenant>/oauth2/v2.0/token and your base url should be https://api.businesscentral.dynamics.com/v2.0/<tenant>/<environment>.

Connections

Multiple connections are supported. You can easily update your dynamics configuration to add as many connections as you wish.

// Will use the default connection.
Customer::query()->first();

// Uses the supplied connection.
Customer::query('other_connection')->first();

Adding web services

Adding a web service to your configuration is easily done. Start by creating your own resource class to map te data to.

use JustBetter\DynamicsClient\OData\BaseResource;

class Customer extends BaseResource
{
    //
}

Primary Key

By default, the primary key of a resource will default to No as a string. You can override this by supplying the variable $primaryKey.

public array $primaryKey = [
    'Code',
];

Data Casting

Fields in resources will by default be treated as a string. For some fields, like a line number, this should be casted to an integer.

public array $casts = [
    'Line_No' => 'int',
];

Registering Your Resource

Lastly, you should register your resource in your configuration file to let the package know where the web service is located. This should correspond to the service name configured in Dynamics.

If your resource class name is the same as the service name, no manual configuration is needed.

Note: Make sure your web service is published.

return [

    /* Resource Configuration */
    'resources' => [
        Customer::class => 'CustomerCard',
    ],

];

Query Builder

Querying data is easily done using the QueryBuilder.

Using the get method will only return the first result page. If you wish to efficiently loop through all records, use lazy instead.

$customers = Customer::query()
    ->where('City', '=', 'Alkmaar')
    ->lazy()
    ->each(function(Customer $customer): void {
        //
    });

See the QueryBuilder class for all available methods.

Relations

Any relations published on a page can be accessed as well using the resource.

$salesOrder = SalesOrder::query()->first();

// Get the lines via the "relation" method.
$salesLines = $salesOrder->relation('Relation_Name', SalesLine::class)->get();

// Or use the "lines" helper on the SalesOrder.
$salesLines = $salesOrder->lines('Relation_Name')->get();

Note that the relation method itself returns an instance of a query builder. This means that you can add additional where-clauses like you would be able to on a regular resource.

Creating records

Create a new record.

Customer::new()->create([
    'Name' => 'John Doe'
])

Updating records

Update an existing record.

$customer = Customer::query()->find('1000');
$customer->update([
    'Name' => 'John Doe',
]);

Deleting records

Delete a record.

$customer = Customer::query()->find('1000');
$customer->delete();

Debugging

If you wish to review your query before you sent it, you may want to use the dd function on the builder.

Customer::query()
    ->where('City', '=', 'Alkmaar')
    ->whereIn('No', ['1000', '2000'])
    ->dd();

// Customer?$filter=City eq 'Alkmaar' and (No eq '1000' or No eq '2000')

Commands

You can run the following command to check if you can successfully connect to Dynamics.

php artisan dynamics:connect {connection?}

Extending

If needed, it is possible to extend the provided ClientFactory class by creating your own. You must implement the ClientFactoryContract interface and its methods.

use JustBetter\DynamicsClient\Exceptions\DynamicsException;
use JustBetter\DynamicsClient\Contracts\ClientFactoryContract;

class MyCustomClientFactory implements ClientFactoryContract
{
    public function __construct(public string $connection)
    {
        $config = config('dynamics.connections.'.$connection);

        if (! $config) {
            throw new DynamicsException(
                __('Connection ":connection" does not exist', ['connection' => $connection])
            );
        }

        $this
            ->header('Authorization', 'Bearer ' . $config['access_token'])
            ->header('Accept', 'application/json')
            ->header('Content-Type', 'application/json');
    }

    ...
}

You will then need to bind your custom factory as the implementation of the contract, in any of your ServiceProvider register method :

<?php

use JustBetter\DynamicsClient\Contracts\ClientFactoryContract;

class AppServiceProvider extends ServiceProvider
{
    /**
     * Register the service provider.
     *
     * @return void
     */
    public function register()
    {
        $this->app->bind(ClientFactoryContract::class, MyCustomClientFactory::class);
    }
}

Fake requests to Dynamics

When writing tests you may find yourself in the need of faking a request to Dynamics. Luckily, this packages uses the HTTP client of Laravel to make this very easy.

In order to fake all requests to Dynamics, you can call the method fake on any resource.

The fake method will fake all requests to Dynamics, not just the endpoint of the used resource.

<?php

use JustBetter\DynamicsClient\OData\BaseResource;

BaseResource::fake();

This method will fake the Dynamics configuration and removes sensitive information like usernames and passwords. Only the company name will remain in order to easily test with multiple connections.

<?php

use Illuminate\Support\Facades\Http;
use JustBetter\DynamicsClient\OData\Pages\Item;

Item::fake();

Http::fake([
    'dynamics/ODataV4/Company(\'default\')/Item?$top=1' => Http::response([
        'value' => [
            [
                '@odata.etag' => '::etag::',
                'No' => '::no::',
                'Description' => '::description::',
            ],
        ],
    ]),
]);

$item = Item::query()->first();

Contributing

Please see CONTRIBUTING for details.

Security Vulnerabilities

Please review our security policy on how to report security vulnerabilities.

Credits

License

The MIT License (MIT). Please see License File for more information.

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