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Add alternate key management for upsert support (#126)
## Summary - Adds `AlternateKeyInfo` dataclass model in new `models/table_info.py` for typed alternate key metadata - Adds three OData layer methods (`_create_alternate_key`, `_get_alternate_keys`, `_delete_alternate_key`) to `_odata.py` - Adds three public operations (`create_alternate_key`, `get_alternate_keys`, `delete_alternate_key`) to `TableOperations` in `tables.py` - Enables programmatic setup of alternate keys required for upsert operations ## Test plan - [x] Unit tests for `AlternateKeyInfo.from_api_response` with full, minimal, partial, and multi-column data - [x] Unit tests for default values and independent mutable defaults on `AlternateKeyInfo` - [x] Unit test for `create_alternate_key` calls OData layer correctly and returns `AlternateKeyInfo` - [x] Unit test for `create_alternate_key` with multi-column keys - [x] Unit test for `get_alternate_keys` returns list of `AlternateKeyInfo` from API response - [x] Unit test for `get_alternate_keys` returns empty list when no keys exist - [x] Unit test for `delete_alternate_key` calls OData layer with correct args - [x] All 198 unit tests pass (`python -m pytest tests/unit/ -v`) - [x] Code formatted with `python -m black` 🤖 Generated with [Claude Code](https://claude.com/claude-code) --------- Co-authored-by: tpellissier <tpellissier@microsoft.com> Co-authored-by: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
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‎examples/advanced/alternate_keys_upsert.py‎

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#!/usr/bin/env python3
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# Copyright (c) Microsoft Corporation.
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# Licensed under the MIT license.
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"""
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PowerPlatform Dataverse Client - Alternate Keys & Upsert Example
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Demonstrates the full workflow of creating alternate keys and using
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them for upsert operations:
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1. Create a custom table with columns
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2. Define an alternate key on a column
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3. Wait for the key index to become Active
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4. Upsert records using the alternate key
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5. Verify records were created/updated correctly
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6. Clean up
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Prerequisites:
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pip install PowerPlatform-Dataverse-Client
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pip install azure-identity
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"""
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import sys
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import time
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from PowerPlatform.Dataverse.client import DataverseClient
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from PowerPlatform.Dataverse.models.upsert import UpsertItem
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from azure.identity import InteractiveBrowserCredential # type: ignore
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# --- Config ---
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TABLE_NAME = "new_AltKeyDemo"
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KEY_COLUMN = "new_externalid"
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KEY_NAME = "new_ExternalIdKey"
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BACKOFF_DELAYS = (0, 3, 10, 20, 35)
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# --- Helpers ---
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def backoff(op, *, delays=BACKOFF_DELAYS):
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"""Retry *op* with exponential-ish backoff on any exception."""
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last = None
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total_delay = 0
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attempts = 0
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for d in delays:
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if d:
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time.sleep(d)
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total_delay += d
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attempts += 1
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try:
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result = op()
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if attempts > 1:
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retry_count = attempts - 1
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print(f" [INFO] Backoff succeeded after {retry_count} retry(s); " f"waited {total_delay}s total.")
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return result
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except Exception as ex: # noqa: BLE001
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last = ex
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continue
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if last:
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if attempts:
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retry_count = max(attempts - 1, 0)
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print(f" [WARN] Backoff exhausted after {retry_count} retry(s); " f"waited {total_delay}s total.")
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raise last
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def wait_for_key_active(client, table, key_name, max_wait=120):
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"""Poll get_alternate_keys until the key status is Active."""
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start = time.time()
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while time.time() - start < max_wait:
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keys = client.tables.get_alternate_keys(table)
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for k in keys:
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if k.schema_name == key_name:
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print(f" Key status: {k.status}")
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if k.status == "Active":
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return k
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if k.status == "Failed":
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raise RuntimeError(f"Alternate key index failed: {k.schema_name}")
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time.sleep(5)
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raise TimeoutError(f"Key {key_name} did not become Active within {max_wait}s")
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# --- Main ---
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def main():
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"""Run the alternate-keys & upsert E2E walkthrough."""
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print("PowerPlatform Dataverse Client - Alternate Keys & Upsert Example")
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print("=" * 70)
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print("This script demonstrates:")
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print(" - Creating a custom table with columns")
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print(" - Defining an alternate key on a column")
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print(" - Waiting for the key index to become Active")
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print(" - Upserting records via alternate key (create + update)")
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print(" - Verifying records and listing keys")
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print(" - Cleaning up (delete key, delete table)")
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print("=" * 70)
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entered = input("Enter Dataverse org URL (e.g. https://yourorg.crm.dynamics.com): ").strip()
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if not entered:
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print("No URL entered; exiting.")
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sys.exit(1)
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base_url = entered.rstrip("/")
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credential = InteractiveBrowserCredential()
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client = DataverseClient(base_url, credential)
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# ------------------------------------------------------------------
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# Step 1: Create table
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# ------------------------------------------------------------------
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print("\n1. Creating table...")
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table_info = backoff(
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lambda: client.tables.create(
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TABLE_NAME,
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columns={
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KEY_COLUMN: "string",
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"new_ProductName": "string",
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"new_Price": "decimal",
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},
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)
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)
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print(f" Created: {table_info.get('table_schema_name', TABLE_NAME)}")
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time.sleep(10) # Wait for metadata propagation
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# ------------------------------------------------------------------
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# Step 2: Create alternate key
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# ------------------------------------------------------------------
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print("\n2. Creating alternate key...")
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key_info = backoff(lambda: client.tables.create_alternate_key(TABLE_NAME, KEY_NAME, [KEY_COLUMN.lower()]))
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print(f" Key created: {key_info.schema_name} (id={key_info.metadata_id})")
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# ------------------------------------------------------------------
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# Step 3: Wait for key to become Active
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# ------------------------------------------------------------------
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print("\n3. Waiting for key index to become Active...")
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active_key = wait_for_key_active(client, TABLE_NAME, KEY_NAME)
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print(f" Key is Active: {active_key.schema_name}")
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# ------------------------------------------------------------------
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# Step 4: Upsert records (creates new)
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# ------------------------------------------------------------------
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print("\n4a. Upsert single record (PATCH, creates new)...")
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client.records.upsert(
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TABLE_NAME,
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[
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UpsertItem(
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alternate_key={KEY_COLUMN.lower(): "EXT-001"},
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record={"new_productname": "Widget A", "new_price": 9.99},
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),
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],
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)
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print(" Upserted EXT-001 (single)")
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print("\n4b. Upsert second record (single PATCH)...")
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client.records.upsert(
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TABLE_NAME,
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[
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UpsertItem(
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alternate_key={KEY_COLUMN.lower(): "EXT-002"},
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record={"new_productname": "Widget B", "new_price": 19.99},
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),
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],
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)
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print(" Upserted EXT-002 (single)")
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print("\n4c. Upsert multiple records (UpsertMultiple bulk)...")
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client.records.upsert(
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TABLE_NAME,
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[
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UpsertItem(
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alternate_key={KEY_COLUMN.lower(): "EXT-003"},
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record={"new_productname": "Widget C", "new_price": 29.99},
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),
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UpsertItem(
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alternate_key={KEY_COLUMN.lower(): "EXT-004"},
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record={"new_productname": "Widget D", "new_price": 39.99},
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),
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],
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)
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print(" Upserted EXT-003, EXT-004 (bulk)")
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# ------------------------------------------------------------------
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# Step 5a: Upsert single update (PATCH, record exists)
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# ------------------------------------------------------------------
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print("\n5a. Upsert single record (update existing via PATCH)...")
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client.records.upsert(
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TABLE_NAME,
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[
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UpsertItem(
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alternate_key={KEY_COLUMN.lower(): "EXT-001"},
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record={"new_productname": "Widget A v2", "new_price": 12.99},
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),
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],
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)
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print(" Updated EXT-001 (single)")
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# ------------------------------------------------------------------
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# Step 5b: Upsert multiple update (UpsertMultiple, records exist)
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# ------------------------------------------------------------------
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print("\n5b. Upsert multiple records (update existing via UpsertMultiple)...")
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client.records.upsert(
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TABLE_NAME,
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[
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UpsertItem(
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alternate_key={KEY_COLUMN.lower(): "EXT-003"},
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record={"new_productname": "Widget C v2", "new_price": 31.99},
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),
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UpsertItem(
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alternate_key={KEY_COLUMN.lower(): "EXT-004"},
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record={"new_productname": "Widget D v2", "new_price": 41.99},
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),
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],
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)
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print(" Updated EXT-003, EXT-004 (bulk)")
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# ------------------------------------------------------------------
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# Step 6: Verify
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# ------------------------------------------------------------------
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print("\n6. Verifying records...")
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for page in client.records.get(
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TABLE_NAME,
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select=["new_productname", "new_price", KEY_COLUMN.lower()],
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):
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for record in page:
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ext_id = record.get(KEY_COLUMN.lower(), "?")
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name = record.get("new_productname", "?")
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price = record.get("new_price", "?")
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print(f" {ext_id}: {name} @ ${price}")
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# ------------------------------------------------------------------
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# Step 7: List alternate keys
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# ------------------------------------------------------------------
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print("\n7. Listing alternate keys...")
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keys = client.tables.get_alternate_keys(TABLE_NAME)
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for k in keys:
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print(f" {k.schema_name}: columns={k.key_attributes}, status={k.status}")
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# ------------------------------------------------------------------
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# Step 8: Cleanup
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# ------------------------------------------------------------------
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cleanup = input("\n8. Delete table and cleanup? (Y/n): ").strip() or "y"
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if cleanup.lower() in ("y", "yes"):
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try:
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# Delete alternate key first
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for k in keys:
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client.tables.delete_alternate_key(TABLE_NAME, k.metadata_id)
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print(f" Deleted key: {k.schema_name}")
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time.sleep(5)
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backoff(lambda: client.tables.delete(TABLE_NAME))
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print(f" Deleted table: {TABLE_NAME}")
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except Exception as e: # noqa: BLE001
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print(f" Cleanup error: {e}")
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else:
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print(" Table kept for inspection.")
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print("\nDone.")
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if __name__ == "__main__":
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main()

‎src/PowerPlatform/Dataverse/data/_odata.py‎

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@@ -1485,6 +1485,112 @@ def _delete_table(self, table_schema_name: str) -> None:
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url = f"{self.api}/EntityDefinitions({metadata_id})"
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r = self._request("delete", url)
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# ------------------- Alternate key metadata helpers -------------------
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def _create_alternate_key(
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self,
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table_schema_name: str,
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key_name: str,
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columns: List[str],
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display_name_label=None,
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) -> Dict[str, Any]:
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"""Create an alternate key on a table.
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Issues ``POST EntityDefinitions(LogicalName='{logical_name}')/Keys``
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with ``EntityKeyMetadata`` payload.
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:param table_schema_name: Schema name of the table.
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:type table_schema_name: ``str``
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:param key_name: Schema name for the new alternate key.
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:type key_name: ``str``
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:param columns: List of column logical names that compose the key.
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:type columns: ``list[str]``
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:param display_name_label: Label for the key display name.
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:type display_name_label: ``Label`` or ``None``
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:return: Dictionary with ``metadata_id``, ``schema_name``, and ``key_attributes``.
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:rtype: ``dict[str, Any]``
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:raises MetadataError: If the table does not exist.
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:raises HttpError: If the Web API request fails.
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"""
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ent = self._get_entity_by_table_schema_name(table_schema_name)
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if not ent or not ent.get("MetadataId"):
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raise MetadataError(
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f"Table '{table_schema_name}' not found.",
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subcode=METADATA_TABLE_NOT_FOUND,
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)
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logical_name = ent.get("LogicalName", table_schema_name.lower())
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url = f"{self.api}/EntityDefinitions(LogicalName='{logical_name}')/Keys"
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payload: Dict[str, Any] = {
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"SchemaName": key_name,
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"KeyAttributes": columns,
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}
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if display_name_label is not None:
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payload["DisplayName"] = display_name_label.to_dict()
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r = self._request("post", url, json=payload)
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metadata_id = self._extract_id_from_header(r.headers.get("OData-EntityId"))
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return {
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"metadata_id": metadata_id,
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"schema_name": key_name,
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"key_attributes": columns,
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}
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def _get_alternate_keys(self, table_schema_name: str) -> List[Dict[str, Any]]:
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"""List all alternate keys on a table.
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Issues ``GET EntityDefinitions(LogicalName='{logical_name}')/Keys``.
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:param table_schema_name: Schema name of the table.
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:type table_schema_name: ``str``
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:return: List of raw ``EntityKeyMetadata`` dictionaries.
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:rtype: ``list[dict[str, Any]]``
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:raises MetadataError: If the table does not exist.
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:raises HttpError: If the Web API request fails.
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"""
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ent = self._get_entity_by_table_schema_name(table_schema_name)
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if not ent or not ent.get("MetadataId"):
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raise MetadataError(
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f"Table '{table_schema_name}' not found.",
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subcode=METADATA_TABLE_NOT_FOUND,
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)
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logical_name = ent.get("LogicalName", table_schema_name.lower())
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url = f"{self.api}/EntityDefinitions(LogicalName='{logical_name}')/Keys"
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r = self._request("get", url)
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return r.json().get("value", [])
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def _delete_alternate_key(self, table_schema_name: str, key_id: str) -> None:
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"""Delete an alternate key by metadata ID.
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Issues ``DELETE EntityDefinitions(LogicalName='{logical_name}')/Keys({key_id})``.
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:param table_schema_name: Schema name of the table.
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:type table_schema_name: ``str``
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:param key_id: Metadata GUID of the alternate key.
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:type key_id: ``str``
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:return: ``None``
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:rtype: ``None``
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:raises MetadataError: If the table does not exist.
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:raises HttpError: If the Web API request fails.
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"""
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ent = self._get_entity_by_table_schema_name(table_schema_name)
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if not ent or not ent.get("MetadataId"):
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raise MetadataError(
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f"Table '{table_schema_name}' not found.",
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subcode=METADATA_TABLE_NOT_FOUND,
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)
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logical_name = ent.get("LogicalName", table_schema_name.lower())
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url = f"{self.api}/EntityDefinitions(LogicalName='{logical_name}')/Keys({key_id})"
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self._request("delete", url)
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def _create_table(
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self,
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table_schema_name: str,

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