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Add acquire_token() public method for cross-resource auth#182

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athanipavan wants to merge 2 commits into
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athanipavan:pathani/fno-acquire-token
Open

Add acquire_token() public method for cross-resource auth#182
athanipavan wants to merge 2 commits into
microsoft:mainfrom
athanipavan:pathani/fno-acquire-token

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Summary

  • Adds _AuthManager.acquire_token(resource_url) -- a thin public helper over the existing _acquire_token: appends /.default and delegates to the underlying TokenCredential. Lets callers reuse the same credential to obtain tokens for any Microsoft AAD-protected resource (notably a linked Finance & Operations env) via client.auth.acquire_token(fno_url).
  • Refactors internal _ODataClient._headers() to call the new method, so the DV and external paths share one scope-construction site (no duplication).
  • README, both SKILL.md copies, and CHANGELOG updated. Inline DummyAuth mocks in conftest.py and three test modules updated to also expose acquire_token so existing _odata._headers tests still pass with the refactored call site.

End-to-end verification

Probe against a real F&O int env using the modified SDK + AzureCliCredential:

Step Result
client.auth.acquire_token("https://aurorabapenvf94ec.operations.int.dynamics.com") Token issued, length 2948
Token aud claim (decoded JWT) https://aurorabapenvf94ec.operations.int.dynamics.com (F&O resource, not DV)
GET <fno_url>/data/$metadata with that token HTTP 200, ~53 MB of F&O EDMX (Microsoft.Dynamics.DataEntities namespace)

F&O accepted the token. The same code path is taken for DV's own header construction, so the DV experience is unchanged.

Test plan

  • pytest tests/unit -q -- 1393 passed (4 new acquire_token tests + existing suite)
  • _auth.py line coverage: 100%
  • Manual end-to-end probe against live F&O env (HTTP 200 + correct token audience)
  • DV-only flows unchanged (no extra AAD roundtrips; _headers() still uses base_url from constructor)

Notes for reviewers

  • client.py is untouched; the new method lives on _AuthManager (single source of truth for scope construction).
  • F&O usage is fully opt-in: the SDK never calls acquire_token with an F&O URL on its own. Customers explicitly pass the F&O URL when they need it.
  • Both SKILL.md copies verified byte-identical per the dataverse-sdk-dev contract.

🤖 Generated with Claude Code

Adds _AuthManager.acquire_token(resource_url) as a thin public helper over
the existing _acquire_token: appends /.default and delegates to the
underlying TokenCredential. Lets callers reuse the same credential to
obtain tokens for any Microsoft AAD-protected resource (notably a linked
Finance & Operations env) via client.auth.acquire_token(fno_url).

Internal _ODataClient._headers() now goes through the same method, so the
DV and external paths share one scope-construction site.

Verified end-to-end against a real F&O int env (operations.int.dynamics.com)
using AzureCliCredential: token issued with aud=<fno_url>, F&O accepted
the token and returned $metadata (HTTP 200, ~53 MB OData XML).

Tests: 4 new unit tests in tests/unit/core/test_auth.py (default-scope,
trailing-slash strip, alternate resource, empty-URL ValueError); _auth.py
coverage 100%. Inline DummyAuth in tests/conftest.py plus three test
modules updated to also expose acquire_token so _odata._headers callsites
keep passing. Full suite: 1393 passed.

Docs: README adds a subsection covering F&O token acquisition; both
SKILL.md copies updated (byte-identical per dataverse-sdk-dev contract);
CHANGELOG [Unreleased] entry added.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Copilot AI review requested due to automatic review settings May 14, 2026 10:18
@athanipavan athanipavan requested a review from a team as a code owner May 14, 2026 10:18

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Pull request overview

Adds a public client.auth.acquire_token(resource_url) helper so callers can reuse the Dataverse client credential for other Microsoft AAD-protected resources, and routes Dataverse OData header token acquisition through the same scope-construction path.

Changes:

  • Added _AuthManager.acquire_token() with scope construction and unit tests.
  • Refactored _ODataClient._headers() to call the new auth helper.
  • Updated README, changelog, skill docs, and test auth stubs for the expanded auth surface.

Reviewed changes

Copilot reviewed 11 out of 11 changed files in this pull request and generated 6 comments.

Show a summary per file
File Description
src/PowerPlatform/Dataverse/core/_auth.py Adds the public token acquisition helper and related documentation.
src/PowerPlatform/Dataverse/data/_odata.py Refactors header construction to use auth.acquire_token(self.base_url).
tests/unit/core/test_auth.py Adds tests for public token acquisition behavior.
tests/conftest.py Updates shared dummy auth fixture with acquire_token.
tests/unit/core/test_http_errors.py Updates local dummy auth for _headers() refactor.
tests/unit/data/test_logical_crud.py Updates local dummy auth for _headers() refactor.
tests/unit/data/test_enum_optionset_payload.py Updates local dummy auth for _headers() refactor.
README.md Documents acquiring tokens for linked/non-Dataverse Microsoft resources.
.claude/skills/dataverse-sdk-use/SKILL.md Adds skill guidance for cross-resource token acquisition.
src/PowerPlatform/Dataverse/claude_skill/dataverse-sdk-use/SKILL.md Mirrors the skill guidance update in packaged skill docs.
CHANGELOG.md Records the new auth helper under Unreleased.

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"https://myenv.operations.dynamics.com"
)
"""
target = (resource_url or "").rstrip("/")
"""Build standard OData headers with bearer auth."""
scope = f"{self.base_url}/.default"
token = self.auth._acquire_token(scope).access_token
token = self.auth.acquire_token(self.base_url)
"""Build standard OData headers with bearer auth."""
scope = f"{self.base_url}/.default"
token = self.auth._acquire_token(scope).access_token
token = self.auth.acquire_token(self.base_url)
Comment thread README.md
headers = {"Authorization": f"Bearer {fno_token}"}
```

The `/.default` scope is appended automatically. The customer's AAD app must already have the required permission on the target resource and admin consent granted. For Finance & Operations the standard permissions are `Odata.FullAccess` and `CustomService.FullAccess` on the **Microsoft Dynamics ERP** API (`00000015-0000-0000-c000-000000000000`).
headers = {"Authorization": f"Bearer {fno_token}"}
```

The customer's AAD app must already have the required permission on the target resource. For F&O the standard delegated permissions are `Odata.FullAccess` and `CustomService.FullAccess` on the **Microsoft Dynamics ERP** API (`00000015-0000-0000-c000-000000000000`).
headers = {"Authorization": f"Bearer {fno_token}"}
```

The customer's AAD app must already have the required permission on the target resource. For F&O the standard delegated permissions are `Odata.FullAccess` and `CustomService.FullAccess` on the **Microsoft Dynamics ERP** API (`00000015-0000-0000-c000-000000000000`).
jeffandms
jeffandms previously approved these changes May 18, 2026
@vrathee-msft

vrathee-msft commented Jun 9, 2026

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Please address the merge conflicts and review bot comments.

@vrathee-msft

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please add more information in PR description about what it enables. i.e. type of entities, operations etc.

…oken

# Conflicts:
#	tests/unit/core/test_auth.py
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4 participants