customerio-local-dev-loop by jeremylongshore

---
name: customerio-local-dev-loop
description: 'Configure Customer.io local development workflow.

  Use when setting up local testing, dev/staging isolation,

  or mocking Customer.io for unit tests.

  Trigger: "customer.io local dev", "test customer.io locally",

  "customer.io dev environment", "customer.io sandbox", "mock customer.io".

  '
allowed-tools: Read, Write, Edit, Bash(npm:*), Bash(npx:*), Glob, Grep
version: 1.14.0
license: MIT
author: Jeremy Longshore <jeremy@intentsolutions.io>
tags:
- saas
- customer-io
- testing
- development
- workflow
compatibility: Designed for Claude Code
---
# Customer.io Local Dev Loop

## Output

- A small, test-backed local change using a non-production workspace and synthetic recipient data.
- A reviewed deployment/revert path that preserves production campaigns, consent, and contact data.

## Examples

Use a development workspace and a synthetic profile such as `test-user-001`; validate the event schema locally, run the focused test, and inspect the resulting campaign behavior before committing. Never point local experiments at production segments or use real recipient data to debug a template.

## Overview

Set up an efficient local development workflow for Customer.io: environment isolation via separate workspaces, a dry-run client for safe development, test mocks for unit tests, and prefixed events that never pollute production data.

## Prerequisites

- `customerio-node` installed
- Separate Customer.io workspace for development (recommended — free workspaces available)
- `dotenv` or similar for environment variable loading

## Instructions

### Step 1: Environment Configuration

```bash
# .env.development
CUSTOMERIO_SITE_ID=dev-site-id
CUSTOMERIO_TRACK_API_KEY=dev-track-key
CUSTOMERIO_APP_API_KEY=dev-app-key
CUSTOMERIO_REGION=us
CUSTOMERIO_DRY_RUN=false
CUSTOMERIO_EVENT_PREFIX=dev_

# .env.test
CUSTOMERIO_SITE_ID=not-needed
CUSTOMERIO_TRACK_API_KEY=not-needed
CUSTOMERIO_APP_API_KEY=not-needed
CUSTOMERIO_DRY_RUN=true
CUSTOMERIO_EVENT_PREFIX=test_
```

### Step 2: Environment-Aware Client

```typescript
// lib/customerio-dev.ts
import { TrackClient, APIClient, RegionUS, RegionEU } from "customerio-node";

interface CioConfig {
  siteId: string;
  trackApiKey: string;
  appApiKey: string;
  region: typeof RegionUS | typeof RegionEU;
  dryRun: boolean;
  eventPrefix: string;
}

function loadConfig(): CioConfig {
  return {
    siteId: process.env.CUSTOMERIO_SITE_ID ?? "",
    trackApiKey: process.env.CUSTOMERIO_TRACK_API_KEY ?? "",
    appApiKey: process.env.CUSTOMERIO_APP_API_KEY ?? "",
    region: process.env.CUSTOMERIO_REGION === "eu" ? RegionEU : RegionUS,
    dryRun: process.env.CUSTOMERIO_DRY_RUN === "true",
    eventPrefix: process.env.CUSTOMERIO_EVENT_PREFIX ?? "",
  };
}

export class DevTrackClient {
  private client: TrackClient | null = null;
  private config: CioConfig;
  private log: typeof console.log;

  constructor() {
    this.config = loadConfig();
    this.log = console.log.bind(console);
    if (!this.config.dryRun) {
      this.client = new TrackClient(
        this.config.siteId,
        this.config.trackApiKey,
        { region: this.config.region }
      );
    }
  }

  async identify(userId: string, attributes: Record<string, any>) {
    const prefixedId = `${this.config.eventPrefix}${userId}`;
    if (this.config.dryRun) {
      this.log("[DRY RUN] identify:", prefixedId, attributes);
      return;
    }
    return this.client!.identify(prefixedId, attributes);
  }

  async track(userId: string, eventName: string, data?: Record<string, any>) {
    const prefixedId = `${this.config.eventPrefix}${userId}`;
    const prefixedEvent = `${this.config.eventPrefix}${eventName}`;
    if (this.config.dryRun) {
      this.log("[DRY RUN] track:", prefixedId, prefixedEvent, data);
      return;
    }
    return this.client!.track(prefixedId, {
      name: prefixedEvent,
      data,
    });
  }

  async suppress(userId: string) {
    const prefixedId = `${this.config.eventPrefix}${userId}`;
    if (this.config.dryRun) {
      this.log("[DRY RUN] suppress:", prefixedId);
      return;
    }
    return this.client!.suppress(prefixedId);
  }
}
```

### Step 3: Test Mocks for Unit Tests

```typescript
// __mocks__/customerio-node.ts (for vitest/jest auto-mocking)
import { vi } from "vitest";

export const TrackClient = vi.fn().mockImplementation(() => ({
  identify: vi.fn().mockResolvedValue(undefined),
  track: vi.fn().mockResolvedValue(undefined),
  trackAnonymous: vi.fn().mockResolvedValue(undefined),
  suppress: vi.fn().mockResolvedValue(undefined),
  destroy: vi.fn().mockResolvedValue(undefined),
  mergeCustomers: vi.fn().mockResolvedValue(undefined),
}));

export const APIClient = vi.fn().mockImplementation(() => ({
  sendEmail: vi.fn().mockResolvedValue({ delivery_id: "mock-delivery-123" }),
  sendPush: vi.fn().mockResolvedValue({ delivery_id: "mock-push-456" }),
  triggerBroadcast: vi.fn().mockResolvedValue(undefined),
}));

export const RegionUS = "us";
export const RegionEU = "eu";
export const SendEmailRequest = vi.fn().mockImplementation((data) => data);
export const SendPushRequest = vi.fn().mockImplementation((data) => data);
```

### Step 4: Integration Test with Real API

```typescript
// tests/customerio.integration.test.ts
import { describe, it, expect, afterAll } from "vitest";
import { TrackClient, RegionUS } from "customerio-node";

const TEST_PREFIX = `test_${Date.now()}_`;
const testUserIds: string[] = [];

const cio = new TrackClient(
  process.env.CUSTOMERIO_SITE_ID!,
  process.env.CUSTOMERIO_TRACK_API_KEY!,
  { region: RegionUS }
);

function testUserId(label: string): string {
  const id = `${TEST_PREFIX}${label}`;
  testUserIds.push(id);
  return id;
}

describe("Customer.io Integration", () => {
  afterAll(async () => {
    // Clean up all test users
    for (const id of testUserIds) {
      await cio.suppress(id).catch(() => {});
      await cio.destroy(id).catch(() => {});
    }
  });

  it("should identify a user", async () => {
    const id = testUserId("identify");
    await expect(
      cio.identify(id, { email: `${id}@test.example.com` })
    ).resolves.not.toThrow();
  });

  it("should track an event", async () => {
    const id = testUserId("track");
    await cio.identify(id, { email: `${id}@test.example.com` });
    await expect(
      cio.track(id, { name: "test_event", data: { step: 1 } })
    ).resolves.not.toThrow();
  });

  it("should reject invalid credentials", async () => {
    const badClient = new TrackClient("bad-id", "bad-key", {
      region: RegionUS,
    });
    await expect(
      badClient.identify("x", { email: "x@test.com" })
    ).rejects.toThrow();
  });
});
```

Run integration tests only against your dev workspace:

```bash
# Load dev env and run integration tests
npx dotenv -e .env.development -- npx vitest run tests/customerio.integration.test.ts
```

### Step 5: Dev Scripts

```json
// package.json scripts
{
  "scripts": {
    "cio:verify": "dotenv -e .env.development -- tsx scripts/verify-customerio.ts",
    "cio:test": "dotenv -e .env.development -- vitest run tests/customerio.integration.test.ts",
    "cio:test:dry": "CUSTOMERIO_DRY_RUN=true vitest run tests/customerio"
  }
}
```

## Workspace Isolation Strategy

| Environment | Workspace Name | Event Prefix | Dry Run |
|-------------|---------------|--------------|---------|
| Unit tests | (mocked) | `test_` | true |
| Integration tests | `myapp-dev` | `inttest_` | false |
| Staging | `myapp-staging` | (none) | false |
| Production | `myapp-prod` | (none) | false |

## Error Handling

| Error | Cause | Solution |
|-------|-------|----------|
| Dev events in production | Wrong `.env` file loaded | Verify `NODE_ENV` and env file path |
| Mock not intercepting | Import order issue | Mock `customerio-node` before importing your client module |
| Test user pollution | No cleanup | Always suppress + destroy test users in `afterAll` |

## Resources

- [Customer.io Workspaces](https://docs.customer.io/accounts-and-workspaces/managing-credentials/)
- [customerio-node GitHub](https://github.com/customerio/customerio-node)

## Next Steps

After setting up local dev, proceed to `customerio-sdk-patterns` for production-ready patterns.