Agent-Skills.md

Agent Skills: Add Document Type to DocuSign

Add new document types to the DocuSign integration in the Commons monorepo. Use when the user wants to add a patient document, consent form, or agreement to the DocuSign workflow.

UncategorizedID: jakewaldrip/.dotfiles/document-type-adding

Repository

jakewaldrip/.dotfiles
jakewaldrip
3

Install this agent skill to your local

pnpm dlx add-skill https://github.com/jakewaldrip/.dotfiles/tree/HEAD/misc/commons/.opencode/skills/document-type-adding

Skill Files

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misc/commons/.opencode/skills/document-type-adding/SKILL.md

Skill Metadata

Name
document-type-adding
Description
Add new document types to the DocuSign integration in the Commons monorepo. Use when the user wants to add a patient document, consent form, or agreement to the DocuSign workflow.

Add Document Type to DocuSign

Prerequisites

Collect from user before starting:

  • Display label (e.g., "Member Agreement for Benzodiazepine Therapy")
  • Dev template ID (UUID)
  • Production template ID (UUID)
  • Preview URL (Google Docs link)
  • Market availability (all markets or specific markets?)

Defaults

Unless instructed otherwise:

  • Document type name = display label → camelCase
  • English only
  • Available in all markets
  • Added as additional document (not required)

Process

Update these 7 files (all entries alphabetically sorted):

1. Add Enum Entry

File: commons-packages/shared/graphql/enums/document-type-options.enum.ts

documentTypeName: 'documentTypeName',

2. Add Dev Template ID

File: commons-packages/shared/docusign/docusign-document-configuration-default.ts

documentTypeName: {
  english: 'dev-template-uuid',
},

3. Add Production Template ID

File: commons-packages/shared/docusign/docusign-document-configuration-prod.ts

documentTypeName: {
  english: 'prod-template-uuid',
},

4. Add Display Label

File: commons-packages/shared/messages/en.ts (around line ~3290)

'documentType.documentTypeName': 'Human Readable Display Name',

5. Add Message Key Mapping

File: commons-packages/frontend/patient-profile-container/documents/helpers-docusign.ts

[DocumentTypeOptions.documentTypeName]: 'documentType.documentTypeName',

6. Add to Market Availability

File: commons-packages/frontend/patient-profile-container/documents/document-templates-helper.ts

All markets — add to getAdditionalDocumentTypes:

'documentTypeName',

Market-specific — add within conditional spread:

...(patientMarket === 'market-slug' ? ['documentTypeName'] : []),

Required documents — add to getRequiredDocumentTypes instead.

7. Add Preview URL

File: commons-packages/shared/market-document-links.ts

All markets:

documentTypeName: {
  english: { url: 'https://docs.google.com/document/d/...' },
},

Market-specific:

documentTypeName: {
  'market-slug': {
    english: { url: 'https://docs.google.com/document/d/...' },
  },
},

Multi-language: Follow treatmentConsent or phiReleaseAuthorization patterns.

Reference

  • Market slugs: 'new-york-city', 'north-carolina', 'massachusetts'
  • Single-language pattern: refusalOfTreatment
  • Multi-language pattern: memberAppConsentAttestation