templates/CLAUDE.md

# Dataverse Workspace

## Environment
- **URL:** {{DATAVERSE_URL}}
- **Solution:** {{SOLUTION_NAME}}
- **Publisher Prefix:** {{PUBLISHER_PREFIX}}
- **PAC Auth Profile:** {{PAC_AUTH_PROFILE}}

## Repo Layout
- `/solutions/{{SOLUTION_NAME}}/` — unpacked solution source files (source of truth)
- `/plugins/` — C# Dataverse plugin projects
- `/.dataverse/` — plugin skills, scripts, and templates (committed, no credentials)
- `.env` — local environment config (not committed, gitignored)
- `.vscode/settings.json` — MCP server config (not committed, gitignored)

## Workflows

**Pull from environment to repo:**
```
pac solution export --name {{SOLUTION_NAME}} --path ./solutions/{{SOLUTION_NAME}}.zip --managed false
pac solution unpack --zipfile ./solutions/{{SOLUTION_NAME}}.zip --folder ./solutions/{{SOLUTION_NAME}}
rm ./solutions/{{SOLUTION_NAME}}.zip
git add ./solutions/{{SOLUTION_NAME}} && git commit -m "chore: pull {{SOLUTION_NAME}}" && git push
```

**Push from repo to environment:**
```
pac solution pack --zipfile ./solutions/{{SOLUTION_NAME}}.zip --folder ./solutions/{{SOLUTION_NAME}}
pac solution import --path ./solutions/{{SOLUTION_NAME}}.zip --environment {{DATAVERSE_URL}} --async --activate-plugins
rm ./solutions/{{SOLUTION_NAME}}.zip
```

**Validate after push (using Python SDK):**

```python
from auth import get_client

client = get_client("dv-data")

# Check table exists
info = client.tables.get("<logical_name>")
print(f"[{'PASS' if info else 'FAIL'}] Table '<logical_name>'")

# Check import errors
errors = client.records.list("msdyn_solutionhistory", filter="msdyn_status eq 1",
    select=["msdyn_name", "msdyn_exceptionmessage"], orderby=["msdyn_starttime desc"], top=5)
print(f"[{'FAIL' if len(errors) else 'PASS'}] {len(errors)} failed import(s)")
```

## Metadata Conventions
- Table prefix: `{{PUBLISHER_PREFIX}}_` (from `.env`; also visible in `solutions/{{SOLUTION_NAME}}/Other/Solution.xml`)
- All GUIDs in form and view XML must be unique — generate with `python -c "import uuid; print(str(uuid.uuid4()).upper())"`
- Business rules are stored as JSON in `Entities/<table>/Workflows/`

## C# Plugins
- Projects live in `/plugins/<PluginName>/`
- All assemblies must be strong-named (`.snk` key file, gitignored)
- Register via `scripts/register_plugin.py` (first time) or `pac plugin push --pluginId` (updates)
- See `/plugins/README.md` for the full build and registration steps