Documenso Upgrade Migration

Documenso Upgrade & Migration

Output

• A versioned upgrade record with compatibility, access/audit checks, staged evidence, and a verified rollback revision.
• A paused/reversible release decision when any signing, authorization, or retention requirement regresses.

Examples

Upgrade in a development workspace using synthetic documents and signers, test the previous and target versions for lifecycle, callback, access, and audit behavior, then stage a canary. Retain the prior release/configuration and roll back immediately if a control fails; do not validate upgrades by changing live signed documents.

Current State

!npm list @documenso/sdk-typescript 2>/dev/null || echo 'SDK not installed' !npm list documenso-sdk-python 2>/dev/null || pip show documenso-sdk-python 2>/dev/null | head -3 || echo 'Python SDK not installed'

Overview

Guide for upgrading between Documenso API versions and SDK updates. Documenso has two API versions: v1 (legacy, document-centric) and v2 (recommended, envelope-based with multi-document support). The TypeScript and Python SDKs use the v2 API by default.

Prerequisites

• Current Documenso integration working
• Test environment available
• Feature flag system (recommended for gradual rollout)

API Version Comparison

Instructions

Step 1: Upgrade SDK to Latest

# Check current version
npm list @documenso/sdk-typescript

# Upgrade
npm install @documenso/sdk-typescript@latest

# Check for breaking changes
npm info @documenso/sdk-typescript changelog

# Python
pip install --upgrade documenso-sdk-python

Step 2: v1 REST to v2 SDK Migration

// BEFORE: v1 REST API
const BASE = "https://app.documenso.com/api/v1";
const headers = { Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}` };

// Create document
const res = await fetch(`${BASE}/documents`, {
  method: "POST",
  headers: { ...headers, "Content-Type": "application/json" },
  body: JSON.stringify({ title: "Contract" }),
});
const doc = await res.json();

// List documents
const listRes = await fetch(`${BASE}/documents?page=1&perPage=20`, { headers });
const { documents } = await listRes.json();

// AFTER: v2 SDK
import { Documenso } from "@documenso/sdk-typescript";
const client = new Documenso({ apiKey: process.env.DOCUMENSO_API_KEY! });

// Create document
const doc = await client.documents.createV0({ title: "Contract" });

// List documents
const { documents } = await client.documents.findV0({ page: 1, perPage: 20 });

Step 3: Gradual Migration with Feature Flags

// src/documenso/migration.ts
import { Documenso } from "@documenso/sdk-typescript";

const USE_V2 = process.env.DOCUMENSO_USE_V2 === "true";

export async function createDocument(title: string) {
  if (USE_V2) {
    const client = new Documenso({ apiKey: process.env.DOCUMENSO_API_KEY! });
    return client.documents.createV0({ title });
  }

  // Legacy v1
  const res = await fetch("https://app.documenso.com/api/v1/documents", {
    method: "POST",
    headers: {
      Authorization: `Bearer ${process.env.DOCUMENSO_API_KEY}`,
      "Content-Type": "application/json",
    },
    body: JSON.stringify({ title }),
  });
  return res.json();
}

// Enable gradually:
// 1. DOCUMENSO_USE_V2=true in staging → test
// 2. DOCUMENSO_USE_V2=true for 10% of production traffic
// 3. Monitor error rates
// 4. Roll to 100%
// 5. Remove v1 code

Step 4: Self-Hosted Version Upgrade

# Self-hosted Documenso upgrades are simple:
# 1. Pull new image
docker pull documenso/documenso:latest

# 2. Restart container (migrations run automatically on start)
docker compose -f docker-compose.prod.yml up -d documenso

# 3. Verify
docker logs documenso --tail 20 | grep "prisma migrate"
curl -s https://sign.yourcompany.com/api/health

# Rollback if needed:
docker compose -f docker-compose.prod.yml down documenso
docker pull documenso/documenso:previous-tag
docker compose -f docker-compose.prod.yml up -d documenso

Step 5: Migration Testing

// tests/migration/v1-v2-parity.test.ts
import { describe, it, expect } from "vitest";

describe("v1/v2 API Parity", () => {
  it("creates documents with same result shape", async () => {
    // Create via v1
    const v1Doc = await createDocumentV1("Parity Test");
    // Create via v2
    const v2Doc = await createDocumentV2("Parity Test");

    // Verify same essential fields
    expect(v1Doc.title).toBe(v2Doc.title);
    expect(typeof v1Doc.id).toBe("number");
    expect(typeof v2Doc.documentId).toBe("number");
  });

  it("lists documents consistently", async () => {
    const v1List = await listDocumentsV1();
    const v2List = await listDocumentsV2();

    // Same documents visible via both APIs
    expect(v1List.length).toBe(v2List.length);
  });
});

Migration Checklist

• Current SDK version documented
• Changelog reviewed for breaking changes
• Feature branch created for migration
• v2 SDK installed alongside v1 code
• Feature flag for gradual rollout
• Parity tests passing (v1 and v2 produce same results)
• Staging fully tested on v2
• Production rolled out gradually
• v1 code removed after full rollout
• Self-hosted: container upgraded and migrations verified

Error Handling

Resources

• Documenso API v2 (OpenAPI)
• TypeScript SDK Releases
• Python SDK
• Self-Hosting Upgrade

Next Steps

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