documenso-local-dev-loop
Set up local development environment and testing workflow for Documenso. Use when configuring dev environment, setting up test workflows, or establishing rapid iteration patterns with Documenso. Trigger with phrases like "documenso local dev", "documenso development", "test documenso locally", "documenso dev environment". allowed-tools: Read, Write, Edit, Bash(npm:*), Bash(docker:*), Bash(node:*) version: 1.0.0 license: MIT author: Jeremy Longshore <jeremy@intentsolutions.io>
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Provided by Plugin
documenso-pack
Claude Code skill pack for Documenso (24 skills)
Installation
This skill is included in the documenso-pack plugin:
/plugin install documenso-pack@claude-code-plugins-plus
Click to copy
Instructions
# Documenso Local Dev Loop
## Overview
Configure a productive local development environment for Documenso integrations with fast iteration cycles.
## Prerequisites
- Completed `documenso-install-auth` setup
- Node.js 18+ or Python 3.10+
- Docker (optional, for self-hosted testing)
- Code editor with TypeScript support
## Instructions
### Step 1: Project Structure
```
my-documenso-project/
โโโ src/
โ โโโ documenso/
โ โ โโโ client.ts # SDK client wrapper
โ โ โโโ config.ts # Environment configuration
โ โ โโโ types.ts # Custom TypeScript types
โ โโโ services/
โ โ โโโ signing.ts # Signing service layer
โ โโโ index.ts # Main entry point
โโโ tests/
โ โโโ unit/
โ โ โโโ signing.test.ts
โ โโโ integration/
โ โโโ documenso.test.ts
โโโ fixtures/
โ โโโ sample.pdf # Test PDF files
โโโ .env.development
โโโ .env.test
โโโ package.json
```
### Step 2: Environment Configuration
**.env.development:**
```bash
# Use staging API for development
DOCUMENSO_API_KEY=your-dev-api-key
DOCUMENSO_BASE_URL=https://stg-app.documenso.com/api/v2/
# Test recipient (use your own email for testing)
TEST_RECIPIENT_EMAIL=developer@yourcompany.com
TEST_RECIPIENT_NAME=Dev Tester
```
**.env.test:**
```bash
# Use staging with test-specific key
DOCUMENSO_API_KEY=your-test-api-key
DOCUMENSO_BASE_URL=https://stg-app.documenso.com/api/v2/
# CI test recipient
TEST_RECIPIENT_EMAIL=ci-test@yourcompany.com
```
### Step 3: Client Wrapper with Dev Helpers
```typescript
// src/documenso/client.ts
import { Documenso } from "@documenso/sdk-typescript";
interface DocumensoConfig {
apiKey: string;
baseUrl?: string;
debug?: boolean;
}
let clientInstance: Documenso | null = null;
export function getDocumensoClient(config?: DocumensoConfig): Documenso {
if (!clientInstance) {
const apiKey = config?.apiKey ?? process.env.DOCUMENSO_API_KEY;
const baseUrl = config?.baseUrl ?? process.env.DOCUMENSO_BASE_URL;
if (!apiKey) {
throw new Error("DOCUMENSO_API_KEY is required");
}
clientInstance = new Documenso({
apiKey,
serverURL: baseUrl,
debugLogger: config?.debug ? console : undefined,
});
}
return clientInstance;
}
// Helper for testing - reset singleton
export function resetClient(): void {
clientInstance = null;
}
// Development helper - create test document quickly
export async function createTestDocument(
title = "Test Document"
): Promise<{ documentId: string }> {
const client = getDocumensoClient();
const doc = await client.documents.createV0({ title });
return { documentId: doc.documentId! };
}
```
### Step 4: Development Scripts
**package.json:**
```json
{
"scripts": {
"dev": "tsx watch src/index.ts",
"test": "vitest",
"test:integration": "vitest run tests/integration/",
"test:watch": "vitest watch",
"documenso:verify": "tsx scripts/verify-connection.ts",
"documenso:cleanup": "tsx scripts/cleanup-test-docs.ts"
}
}
```
### Step 5: Quick Verification Script
```typescript
// scripts/verify-connection.ts
import { getDocumensoClient } from "../src/documenso/client";
async function verify() {
console.log("Verifying Documenso connection...");
console.log(`Base URL: ${process.env.DOCUMENSO_BASE_URL || "default"}`);
try {
const client = getDocumensoClient({ debug: true });
const result = await client.documents.findV0({ perPage: 1 });
console.log("Connection successful!");
console.log(`Total documents in account: ${result.totalPages ?? 0} pages`);
return true;
} catch (error: any) {
console.error("Connection failed!");
console.error(`Error: ${error.message}`);
if (error.statusCode === 401) {
console.error("Hint: Check your DOCUMENSO_API_KEY");
}
return false;
}
}
verify().then(success => process.exit(success ? 0 : 1));
```
### Step 6: Test Cleanup Script
```typescript
// scripts/cleanup-test-docs.ts
import { getDocumensoClient } from "../src/documenso/client";
async function cleanup() {
const client = getDocumensoClient();
const testPrefix = "Test Document";
console.log("Finding test documents to clean up...");
const docs = await client.documents.findV0({});
const testDocs = docs.documents?.filter(d =>
d.title?.startsWith(testPrefix)
) ?? [];
console.log(`Found ${testDocs.length} test documents`);
for (const doc of testDocs) {
try {
await client.documents.deleteV0({ documentId: doc.id! });
console.log(`Deleted: ${doc.title} (${doc.id})`);
} catch (error: any) {
console.error(`Failed to delete ${doc.id}: ${error.message}`);
}
}
console.log("Cleanup complete!");
}
cleanup().catch(console.error);
```
### Step 7: Integration Test Example
```typescript
// tests/integration/documenso.test.ts
import { describe, it, expect, beforeAll, afterAll } from "vitest";
import { getDocumensoClient, resetClient } from "../../src/documenso/client";
describe("Documenso Integration", () => {
let testDocumentId: string;
beforeAll(() => {
resetClient();
});
afterAll(async () => {
// Clean up test document
if (testDocumentId) {
const client = getDocumensoClient();
await client.documents.deleteV0({ documentId: testDocumentId });
}
});
it("should create a document", async () => {
const client = getDocumensoClient();
const doc = await client.documents.createV0({
title: "Test Document - Integration",
});
expect(doc.documentId).toBeDefined();
testDocumentId = doc.documentId!;
});
it("should add a recipient", async () => {
const client = getDocumensoClient();
const recipient = await client.documentsRecipients.createV0({
documentId: testDocumentId,
email: process.env.TEST_RECIPIENT_EMAIL!,
name: process.env.TEST_RECIPIENT_NAME ?? "Test User",
role: "SIGNER",
});
expect(recipient.recipientId).toBeDefined();
});
it("should retrieve document details", async () => {
const client = getDocumensoClient();
const doc = await client.documents.getV0({
documentId: testDocumentId,
});
expect(doc.title).toBe("Test Document - Integration");
expect(doc.recipients?.length).toBeGreaterThan(0);
});
});
```
## Self-Hosted Local Development
For testing against a local Documenso instance:
```bash
# Clone Documenso
git clone https://github.com/documenso/documenso.git
cd documenso
# Start with Docker Compose
docker-compose up -d
# Your local instance is now at http://localhost:3000
```
**.env.local (for self-hosted):**
```bash
DOCUMENSO_API_KEY=your-local-api-key
DOCUMENSO_BASE_URL=http://localhost:3000/api/v2/
```
## Output
- Configured development environment
- Verification script passing
- Integration tests running against staging
- Cleanup script for test documents
## Error Handling
| Issue | Cause | Solution |
|-------|-------|----------|
| Connection refused | Wrong base URL | Check DOCUMENSO_BASE_URL |
| 401 on staging | Wrong API key | Get staging-specific key |
| Tests failing | Stale test data | Run cleanup script |
| Rate limited | Too many requests | Add delays between tests |
## Resources
- [Documenso Staging Environment](https://stg-app.documenso.com)
- [Self-Hosting Guide](https://docs.documenso.com/developers/self-hosting)
- [Developer Quickstart](https://docs.documenso.com/developers/local-development/quickstart)
## Next Steps
Apply patterns in `documenso-sdk-patterns` for production-ready code.