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

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

Step 3: Test Pipeline Without API Calls

# 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