Add Table To Offline Profile Agent Skill

Shared instructions: shared-instructions.md — read first.

References:

• dataverse-offline-api.md §4 + §7 — POST item + PATCH selectedcolumns
• offline-profile-reconciliation.md — the schemaColumns baseline written in Step 7

Add Table to Offline Profile

Add a single table to an existing Mobile Offline Profile. Most common flow: user ran /add-dataverse to add a new table to their app, now wants that table available offline too.

Equivalent to running /setup-offline-profile and seeing the existing profile (extend-mode), but skips the per-table questionnaire for the tables already in the profile — only configures the new one.

Workflow

• Verify project + locate profile → 2. Resolve target table → 3. Prereq check (auto-enable if needed) → 4. Scope picker (single question) → 5. POST item + PATCH selectedcolumns → 6. Publish → 7. Update artifacts → 8. Summary

Step 1 — Verify project + locate profile

test -f power.config.json
node "${CLAUDE_SKILL_DIR}/../../scripts/resolve-environment.js" "$(node -e \"console.log(require('./power.config.json').environmentId)\")"

Manifest path (dual-location):

MANIFEST=$(test -f .datamodel-manifest.json && echo ".datamodel-manifest.json" || \
           (test -f docs/plan-artifacts/.datamodel-manifest.json && echo "docs/plan-artifacts/.datamodel-manifest.json"))
test -n "$MANIFEST" && echo "✓ manifest at $MANIFEST"

Profile ID resolution (same as /edit-offline-profile).

STOP if no profile exists. Recommend: Run /setup-offline-profile first to create the profile.

Step 2 — Resolve target table

$ARGUMENTS parsing:

| Flag | Effect |

|---|---|

| --table <logical-name> | Explicit target |

| --all-new | Add ALL tables in the manifest that aren't already in the profile (bulk mode) |

| (no flags) | Interactive: list tables in manifest NOT yet in profile via AskUserQuestion (max 4); if more than 4 candidates, prompt user to specify by name in next message |

For bulk --all-new mode, loop through Steps 3-6 for each missing table; each runs sequentially because Dataverse profile-item POSTs serialize.

Step 3 — Prereq check (auto-enable if needed)

Query the target table's EntityMetadata:

node "${CLAUDE_SKILL_DIR}/../../scripts/dataverse-request.js" <envUrl> GET \
  "EntityDefinitions(LogicalName='<table>')?\$select=IsAvailableOffline,ChangeTrackingEnabled,OwnershipType,IsCustomizable"

| Flags state | Action |

|---|---|

| Both already true | Skip to Step 4 |

| Either false AND IsCustomizable | Auto-enable via update-entity-offline-flags.js (no prompt — the user already opted into "offline this table" by invoking this skill) |

| IsCustomizable.Value = false | STOP with BLOCKED: <table> is system-managed and cannot be flagged for offline. Use a different table or accept this row is read-only-offline. |

After auto-enable, single POST PublishAllXml.

Step 4 — Scope picker (single question)

Pull from manifest the target table's lookups[] to inform defaults. Run a quick row-count probe to inform reference-data classification.

AskUserQuestion with 4 options reflecting the architect's priority cascade:

| Option label | Maps to |

|---|---|

| Organization rows — User's rows only (Recommended for most tables) | recorddistributioncriteria: 2, recordsownedbyme: true |

| All records (for small reference data) | recorddistributioncriteria: 1 |

| Related rows only (for pure child tables) | recorddistributioncriteria: 0 |

| Custom — specify exact flags in next message | Prompt user with text |

Recommendation in the question body should be derived from the architect's heuristics for the table being added (use the same priority cascade from offline-profile-architect.md Step 4 inline). The user can override.

Step 5 — POST item + associations + PATCH selectedcolumns

Step 5a — POST profile item

node "${CLAUDE_SKILL_DIR}/../../scripts/dataverse-request.js" <envUrl> POST \
  "mobileofflineprofileitems" \
  --body '{
    "name": "<DisplayName>",
    "[email protected]": "/mobileofflineprofiles(<profileId>)",
    "selectedentitytypecode": "<table>",
    "recorddistributioncriteria": <0|1|2>,
    "recordsownedbyme": <bool>,
    "recordsownedbymyteam": false,
    "recordsownedbymybusinessunit": false,
    "getrelatedentityrecords": true,
    "syncintervalinminutes": 10
  }' \
  --include-headers

Capture itemId from OData-EntityId response header.

Step 5b — POST associations for the new table's relationships

After the new item is created, walk the new table's relationships (from the manifest's lookups[] + a EntityDefinitions(LogicalName='<table>')/ManyToOneRelationships query) and POST one mobileofflineprofileitemassociation per relationship whose target is ALREADY in the profile.

Recipe per shared/references/dataverse-offline-api.md §5–§6:

node "${CLAUDE_SKILL_DIR}/../../scripts/dataverse-request.js" <envUrl> POST \
  "mobileofflineprofileitemassociations" \
  --body '{
    "name": "<relationshipSchemaName>",
    "relationshipdisplayname": "<relationshipSchemaName>",
    "relationshipid": "<MetadataId-from-EntityDefinitions>",
    "[email protected]": "/mobileofflineprofileitems(<newItemId>)"
  }' \
  --include-headers

Critical: do NOT include selectedrelationshipsschema in the body — server fills it in (empirical 2026-05-24).

For new tables that are recorddistributioncriteria: 0 (Related rows only), at least ONE inbound relationship MUST be included or the table will sync zero rows. The skill should validate this and warn if no associations are being created for a Related-only-scoped table.

Step 5c — PATCH selectedcolumns

Build selectedcolumns using the deterministic union from offline-profile-architect.md Step 6 (always-include ∪ lookups ∪ screen-grep'd, dedupe, sort).

node "${CLAUDE_SKILL_DIR}/../../scripts/dataverse-request.js" <envUrl> PATCH \
  "mobileofflineprofileitems(<itemId>)" \
  --body '{"selectedcolumns":"{\"Columns\":[...]}"}'

Step 6 — Publish (targeted PublishXml)

node "${CLAUDE_SKILL_DIR}/../../scripts/dataverse-request.js" <envUrl> POST \
  "PublishXml" --body '{
    "ParameterXml": "<publish><mobileofflineprofiles><mobileofflineprofile>'"$PROFILE_ID"'</mobileofflineprofile></mobileofflineprofiles></publish>"
  }'

Publishes only this profile, not the entire org's customizations. See shared/references/dataverse-offline-api.md §9 for 0x80071141 circular-relationship handling + PublishAllXml fallback.

Step 7 — Update artifacts

Append the new table's entry to offline-profile.json tables]. The entry MUST include a schemaColumns array — the added table's full set of schema column logical names from .datamodel-manifest.json at this moment. This is the schema-reconciliation baseline that scripts/offline-profile-delta.js diffs future manifest changes against; omitting it makes the lifecycle delta check report this table under columnBaselineMissing until it is re-reconciled. It is distinct from selectedColumns (the curated sync set) — see offline-profile-reconciliation.md. Match the canonical entry shape in [/setup-offline-profile Step 9a.

Append to memory-bank.md ## Offline profile block:

addedTables:
  - { at: 2026-05-19T..., table: <name>, itemId: <guid>, scope: <criterion> }

Step 8 — Summary

✓ Added <table> to profile.

  Profile      : <name>
  New item ID  : <guid>
  Scope        : <human-readable>
  Sync         : <minutes> min
  Columns      : <N> selected
  Published    : <ISO timestamp>

Total tables in profile now: <N>

Users who already have this profile assigned will receive the new table on their
next sign-in sync. To force-refresh, sign out and back in on the device.

Status code (final line)

• DONE — table added, profile published, artifacts updated
• DONE_WITH_CONCERNS: <list> — added with caveats (auto-enabled prereqs, publish timeout-then-success)
• NEEDS_CONTEXT: <missing> — no profile to add to, or no target table
• BLOCKED: <reason> — IsCustomizable=false on target, auth failure, POST/PATCH failure

What this skill does NOT do

• Add N:N (ManyToMany) relationships to a profile item — uncommon, not covered by v0.1's recipe (which assumes N:1 / 1:N via the regardingobjectid lookup). If the user has an M:N use case, point them at the maker portal.
• Re-architect existing tables in the profile — that's /edit-offline-profile.
• Remove a table from the profile — manual DELETE /mobileofflineprofileitems(<itemId>) (no current skill).