---
name: jeremylongshore/clari-local-dev-loop
source: https://app.decimal.ai/s/jeremylongshore-clari-local-dev-loop@1/SKILL.md
source_sha256: a97655dd56f9
---

# Clari Local Dev Loop

## Overview

Local development workflow for Clari integrations: mock forecast data for offline testing, schedule recurring exports, and build data transformation pipelines.

## Prerequisites

- Completed `clari-install-auth` setup
- Python 3.10+ or Node.js 18+
- Local database or data warehouse access for testing

## Instructions

### Step 1: Project Structure

```
clari-integration/
├── src/
│   ├── clari_client.py       # API client wrapper
│   ├── export_pipeline.py    # Export and transform pipeline
│   ├── models.py             # Data models for forecast data
│   └── config.py             # Environment config
├── tests/
│   ├── fixtures/
│   │   ├── forecast_export.json    # Sample export response
│   │   └── job_status.json         # Sample job status
│   └── test_pipeline.py
├── .env.local                # Dev credentials (git-ignored)
├── .env.example
└── requirements.txt
```

### Step 2: Mock Forecast Data for Testing

```python
# tests/fixtures/forecast_export.json
MOCK_FORECAST = {
    "entries": [
        {
            "ownerName": "Jane Smith",
            "ownerEmail": "jane@example.com",
            "forecastAmount": 250000,
            "quotaAmount": 300000,
            "crmTotal": 180000,
            "crmClosed": 120000,
            "adjustmentAmount": 15000,
            "timePeriod": "2026_Q1"
        },
        {
            "ownerName": "Bob Johnson",
            "ownerEmail": "bob@example.com",
            "forecastAmount": 180000,
            "quotaAmount": 250000,
            "crmTotal": 140000,
            "crmClosed": 90000,
            "adjustmentAmount": 0,
            "timePeriod": "2026_Q1"
        }
    ]
}
```

### Step 3: Test Pipeline Without API Calls

```python
# tests/test_pipeline.py
import pytest
from src.export_pipeline import transform_forecast_data

def test_forecast_aggregation():
    data = MOCK_FORECAST
    result = transform_forecast_data(data)
    assert result["total_forecast"] == 430000
    assert result["total_quota"] == 550000
    assert result["attainment_percent"] == pytest.approx(78.2, rel=0.1)
    assert len(result["reps"]) == 2

def test_handles_empty_export():
    result = transform_forecast_data({"entries": []})
    assert result["total_forecast"] == 0
```

### Step 4: Development Run Script

```bash
#!/bin/bash
# scripts/dev-export.sh
set -euo pipefail

source .env.local

echo "=== Clari Dev Export ==="
python3 src/export_pipeline.py \
  --forecast "company_forecast" \
  --period "2026_Q1" \
  --format json \
  --output ./data/latest-export.json

echo "Export saved to ./data/latest-export.json"
echo "Records: $(jq '.entries | length' ./data/latest-export.json)"
```

## Error Handling

| Error | Cause | Solution |
|-------|-------|----------|
| Import error | Missing dependency | `pip install -r requirements.txt` |
| Empty export | Wrong time period | Use a period with submitted forecasts |
| Mock data stale | Schema changed | Re-download a sample from API |
| `.env.local` not loading | Missing dotenv | `pip install python-dotenv` |

## Resources

- [Clari API Reference](https://developer.clari.com/documentation/external_spec)
- [pytest Documentation](https://docs.pytest.org)

## Next Steps

See `clari-sdk-patterns` for production-ready API wrappers.