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docs: fix README markdown lint spacing
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README.md

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@@ -61,23 +61,44 @@ dotnet build
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### 2. Configure Dataverse Connection
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Update `src/Api.Orders/appsettings.json` with your Dataverse connection string:
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The repository uses an environment-variable placeholder in `appsettings.json`:
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```json
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{
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"ConnectionStrings": {
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"Dataverse": "AuthType=OAuth;[email protected];Password=your-password;Url=https://your-org.crm.dynamics.com;AppId=51f81489-12ee-4a9e-aaae-a2591f45987d;RedirectUri=app://58145B91-0C36-4500-8554-080854F2AC97;LoginPrompt=Auto"
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"Dataverse": "${DATAVERSE_CONNECTION_STRING}"
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}
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}
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```
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**For production**, use more secure authentication methods like Client Secrets or Certificates.
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Create a user secret or environment variable:
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Windows (PowerShell):
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```powershell
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$env:DATAVERSE_CONNECTION_STRING = "AuthType=OAuth;..."
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```
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Linux/macOS:
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```bash
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export DATAVERSE_CONNECTION_STRING="AuthType=OAuth;..."
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```
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User Secrets (in `src/Api.Orders`):
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```bash
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dotnet user-secrets set "ConnectionStrings:Dataverse" "AuthType=OAuth;..." --project src/Api.Orders/Api.Orders.csproj
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```
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Prefer secure flows (Client Secret or Certificate) in production; avoid username/password.
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### 3. Create Dataverse Schema
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Create the following entities in your Dataverse environment:
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**Order Entity (`new_order`)**:
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- `new_customerid` (Customer lookup to Account)
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- `new_orderdate` (Date)
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- `new_ordernumber` (Text)
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### Unit Tests
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Run the shared validation tests:
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Run the shared validation tests (currently 38 passing tests covering boundaries, error paths, and success cases):
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```bash
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cd tests/Shared.Domain.Tests
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### Plugin Testing
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Create an order through:
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- Dataverse forms
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- Power Apps
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- Power Automate
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- **Integration test both paths** (plugin and API) against actual Dataverse
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- **Performance test** with realistic data volumes
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## 🧬 Multi-Targeting Rationale
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`Shared.Domain` targets both `net8.0` and `netstandard2.0` so it can be consumed by:
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- Modern .NET 8 API (leveraging latest runtime features)
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- Legacy `net472` plugin via `netstandard2.0` surface (compatible with classic Dataverse plugin host)
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Records are preserved by adding an `IsExternalInit` polyfill for the `netstandard2.0` target, avoiding refactors to classes while keeping modern C# expressiveness.
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## 📚 Key Files Reference
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| File | Purpose |
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| `Api.Orders/Controllers/OrdersController.cs` | **API controller** - validates before sending to Dataverse |
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| `Plugins.Dataverse/Adapters/DataverseOrderRulesData.cs` | **Plugin data adapter** - implements IOrderRulesData using IOrganizationService |
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| `Api.Orders/Adapters/DataverseOrderRulesDataForApp.cs` | **API data adapter** - implements IOrderRulesData using ServiceClient |
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| `Tests/Shared.Domain.Tests/CreateOrderValidatorAdditionalTests.cs` | **Extended test coverage** for boundaries & edge cases |
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## 🔒 Security & Secrets
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Do not commit real credentials. Connection string is externalized. Recommended improvements:
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- Use Azure Key Vault or environment variables in hosting environment
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- Store secrets only in CI secret store (GitHub Actions Secrets)
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- Enforce HTTPS and strict TLS settings
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- Add static code analysis (CodeQL)
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## 🤖 CI/CD (Suggested)
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Add a GitHub Actions workflow `.github/workflows/ci.yml`:
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- Restore -> Build (Release) -> Test -> (Optional) Publish test & coverage results
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- Fail build on test failures
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Optional steps:
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- Cache NuGet (`actions/cache`)
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- Upload coverage to Codecov
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## 🗺️ Roadmap (Ideas)
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- Implement real order line entity persistence & retrieval
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- Add credit limit validation using customer financials
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- Introduce caching layer for product/customer lookups
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- Provide integration test project hitting a Dataverse sandbox (flagged to skip in CI without env vars)
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- Add OpenAPI schema filtering for validation error codes
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- Provide sample Power Automate flow invoking API
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## ⚠️ Troubleshooting Additions
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If environment variable not picked up:
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- Ensure terminal session set it before running `dotnet run`
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- On Windows, consider using System Environment Variables if launching via IDE
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If plugin cannot load assembly:
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- Confirm target framework remains `net472`
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- Ensure no accidental reference to `net8.0`-only APIs in plugin project
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If validation differs between API and plugin:
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- Check both adapters (`DataverseOrderRulesData` vs `DataverseOrderRulesDataForApp`) return matching data for same IDs
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## 🤝 Contributing
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**Validation not working**: Ensure both adapters implement IOrderRulesData correctly and return consistent results.
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**Performance issues**:
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**Performance issues**:
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- Use column sets to limit data retrieval
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- Implement caching for reference data
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- Avoid N+1 query patterns
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- Check the unit tests for usage examples
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- Review the Swagger documentation at the API root
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- Enable detailed logging to troubleshoot validation failures
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- Use Dataverse tracing to debug plugin execution
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- Use Dataverse tracing to debug plugin execution

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