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name: documenso-upgrade-migration description: | Manage Documenso API version upgrades and SDK migrations. Use when upgrading from v1 to v2 API, updating SDK versions, or migrating between Documenso versions. Trigger with phrases like "documenso upgrade", "documenso v2 migration", "update documenso SDK", "documenso API version". allowed-tools: Read, Write, Edit, Bash(npm:*) version: 1.0.0 license: MIT author: Jeremy Longshore jeremy@intentsolutions.io compatible-with: claude-code, codex, openclaw

Documenso Upgrade & Migration

Overview

Guide for upgrading Documenso SDK versions and migrating from API v1 to v2.

Prerequisites

• Current Documenso integration working
• Test environment available
• Feature flag system (recommended)
• Backup/rollback plan

Instructions

Step 1: API Version Differences

Implement api version differences.

Step 2: Migration Steps

npm uninstall your-documenso-v1-wrapper

Step 3: Gradual Migration Strategy

import { getDocumenso } from "./documenso-v2";

Step 4: ID Migration

If you store document IDs in your database:

Step 5: Testing Migration

// Run both versions and compare

Step 6: Rollback Plan

featureFlags.disable("documenso_v2")

For detailed implementation code and configurations, load the reference guide: Read(${CLAUDE_SKILL_DIR}/references/implementation-guide.md)

Output

• API Version Differences
• Migration Steps
• Gradual Migration Strategy
• ID Migration
• Testing Migration
• Rollback Plan

Error Handling

| Issue | Cause | Solution | |-------|-------|----------| | ID mismatch | v1 vs v2 format | Use adapter to normalize | | Missing field | API change | Update to new field names | | 404 on template | ID format changed | Fetch new template ID | | Enum errors | Case sensitivity | Use uppercase enums |

Resources

• Documenso API v2 Documentation
• SDK Changelog
• Migration Guide

Next Steps

For CI/CD integration, see documenso-ci-integration.

Examples

Basic usage: Apply documenso upgrade migration to a standard project setup with default configuration options.

Advanced scenario: Customize documenso upgrade migration for production environments with multiple constraints and team-specific requirements.