Update documentation

README.md

@@ -51,6 +51,8 @@ dependencies at [getcomposer.org](http://getcomposer.org).
 
 This section documents the different objects available through the SDK and how to use them.
 
+For **runnable CLI demos** (case file E2E script and OAuth sample scripts), see [docs/cli-examples.md](docs/cli-examples.md).
+
 ### Authentication
 
 The SDK supports three different methods of authentication:
@@ -153,7 +155,7 @@ connector using the already authorized `$oAuth` instance:
 Penneo\SDK\ApiConnector::initializeOAuth($oAuth);
 ```
 
-> :point_right: see a full, functional example in [docs/interactive_oauth_example.php](docs/interactive_oauth_example.php).
+> :point_right: see a full, configurable example in [docs/interactive_oauth_example.php](docs/interactive_oauth_example.php) and **localhost setup** in [docs/cli-examples.md](docs/cli-examples.md#interactive-oauth-on-localhost-step-by-step).
 
 ##### OAuth Token Storage
 

examples/casefile-e2e-demo.php → docs/casefile-e2e-demo.php

@@ -4,7 +4,7 @@
  * End-to-end demo: build a case file with the Penneo SDK (multiple entity types).
  *
  * Run from the repository root after `composer install`:
- *   php examples/casefile-e2e-demo.php
+ *   php docs/casefile-e2e-demo.php
  *
  * Authentication (pick one):
  *   WSSE (default API v1 sandbox):

docs/cli-examples.md

@@ -0,0 +1,136 @@
+# CLI examples (Penneo SDK for PHP)
+
+Runnable PHP scripts in this folder:
+
+| Script | Purpose |
+|--------|---------|
+| [casefile-e2e-demo.php](casefile-e2e-demo.php) | Full flow: folder, case file, documents, signer, signing request, copy recipient, activate (see below). |
+| [programmatic_oauth_example.php](programmatic_oauth_example.php) | OAuth without browser (server-side / no redirect). |
+| [interactive_oauth_example.php](interactive_oauth_example.php) | OAuth with PKCE redirect flow (`?code=` callback). |
+
+The root [README](../README.md) links to the OAuth examples from the authentication section.
+
+### How to try the OAuth scripts
+
+From the repository root (after `composer install`), replace the placeholder `clientId` / `clientSecret` / `apiKey` / `apiSecret` (and for interactive, `redirectUri` registered at Penneo), then:
+
+```bash
+# Programmatic — needs valid OAuth client + API key/secret; reaches API on CaseFile::persist()
+php docs/programmatic_oauth_example.php
+```
+
+```bash
+# Interactive — from repo or from docs/, `php interactive_oauth_example.php` prints the Penneo authorize URL
+# (header() alone shows nothing in CLI). To complete the flow use a browser:
+php -S 127.0.0.1:8080 -t docs
+# Open http://127.0.0.1:8080/interactive_oauth_example.php — login — callback with ?code= runs persist()
+```
+
+Without real credentials, programmatic fails at token exchange (e.g. HTTP 401) and interactive still performs the redirect to Penneo’s authorize URL (verify in browser).
+
+### Interactive OAuth on localhost (step by step)
+
+Penneo sends the user back to an URL you register on the OAuth client. **That URL, the address bar in the browser, and `PENNEO_OAUTH_REDIRECT_URI` must be identical** (including `http` vs `https`, `localhost` vs `127.0.0.1`, port, path, and **`/interactive_oauth_example.php`** — the file extension is required).
+
+1. In Penneo (sandbox), add a redirect URI such as:  
+   `http://127.0.0.1:8080/interactive_oauth_example.php`
+
+2. From the **repository root** (where `vendor/` lives):
+
+   ```bash
+   composer install
+   export PENNEO_OAUTH_CLIENT_ID="your_client_id"
+   export PENNEO_OAUTH_CLIENT_SECRET="your_client_secret"
+   # Optional if you use localhost instead of 127.0.0.1 everywhere:
+   # export PENNEO_OAUTH_REDIRECT_URI="http://localhost:8080/interactive_oauth_example.php"
+
+   php -S 127.0.0.1:8080 -t docs
+   ```
+
+3. Open **exactly**:  
+   `http://127.0.0.1:8080/interactive_oauth_example.php`  
+   (not `…/interactive_oauth_example` without `.php` unless your server maps it)
+
+4. Log in at Penneo; after redirect you should see plain text like `OK — Case file created. id=…`
+
+**Typical failures**
+
+| What you see | Cause |
+|--------------|--------|
+| `redirect_uri_mismatch` | Redirect URI in Penneo ≠ URL in browser or ≠ env var. |
+| `Missing PKCE code_verifier` | Started flow in one browser/session, callback in another; use one tab, avoid clearing cookies mid-flow. |
+| Blank or 404 | Wrong path: add `.php`; ensure `-t docs` and script is under `docs/`. |
+| Prompt for env vars | Export `PENNEO_OAUTH_CLIENT_ID` / `PENNEO_OAUTH_CLIENT_SECRET` in the **same terminal** where you run `php -S` (child inherits env). |
+
+## `casefile-e2e-demo.php`
+
+Demo script: creates a **folder**, a **case file** with **annex document + signable document**, **signer**, **signature line**, **signing request**, **copy recipient**, then **activates** the case file (no `send()` — no automated outbound e-mail). It prints the **signing link** at the end.
+
+### Prerequisites
+
+From the repository root:
+
+```bash
+composer install
+```
+
+### Minimal run (WSSE, default sandbox)
+
+The SDK defaults to `https://sandbox.penneo.com/api/v1/` unless you set a different `PENNEO_API_BASE`.
+
+```bash
+export PENNEO_WSSE_KEY="your_key"
+export PENNEO_WSSE_SECRET="your_secret"
+
+php docs/casefile-e2e-demo.php
+```
+
+Optional (reseller account, acting on behalf of a customer):
+
+```bash
+export PENNEO_WSSE_USER="12345"   # Penneo customer id
+```
+
+### Programmatic OAuth (API v3)
+
+Same kind of setup as in the main README (`client_id`, `client_secret`, API key + API secret).
+
+```bash
+export PENNEO_AUTH=oauth
+export PENNEO_OAUTH_ENV=sandbox    # or production
+export PENNEO_CLIENT_ID="..."
+export PENNEO_CLIENT_SECRET="..."
+export PENNEO_API_KEY="..."
+export PENNEO_API_SECRET="..."
+
+php docs/casefile-e2e-demo.php
+```
+
+### Optional environment variables (demo)
+
+| Variable | Purpose |
+|----------|---------|
+| `PENNEO_DEMO_PDF` | Path to your PDF; if unset, a minimal temporary PDF is generated. |
+| `PENNEO_DEMO_SIGNER_EMAIL` | E-mail on the `SigningRequest` (default: demo placeholder). |
+| `PENNEO_DEMO_COPY_EMAIL` | E-mail for the **CopyRecipient** (default: demo placeholder). |
+| `PENNEO_API_BASE` | API base URL for WSSE (see Production below). |
+
+### Sandbox → production
+
+**WSSE:** use **production** credentials and the live API base, for example:
+
+```bash
+export PENNEO_API_BASE="https://app.penneo.com/api/v1/"
+export PENNEO_WSSE_KEY="..."
+export PENNEO_WSSE_SECRET="..."
+```
+
+Confirm the exact API path (`v1` or other) with Penneo for your account.
+
+**OAuth:** set `PENNEO_OAUTH_ENV=production` and production credentials (client + keys). The SDK will use the production signing API host (`https://app.penneo.com` / `api/v3/` as configured).
+
+Do not reuse sandbox keys or secrets in production.
+
+### Troubleshooting
+
+For clearer HTTP errors you can use `ApiConnector::throwExceptions(true)` in your code (the demo script already does). For production, `ApiConnector::setLogger(...)` helps capture request ids for support.

docs/interactive_oauth_example.php

@@ -1,5 +1,27 @@
 <?php
 
+/**
+ * Interactive OAuth (PKCE): open this script in a browser after starting a local server.
+ *
+ * 1) Register this exact Redirect URI in Penneo (OAuth client config):
+ *    http://127.0.0.1:8080/interactive_oauth_example.php
+ *    (or http://localhost:8080/... — must match character-for-character what you open in the browser)
+ *
+ * 2) From repository root:
+ *    export PENNEO_OAUTH_CLIENT_ID="..."
+ *    export PENNEO_OAUTH_CLIENT_SECRET="..."
+ *    php -S 127.0.0.1:8080 -t docs
+ *
+ * 3) Open in browser: http://127.0.0.1:8080/interactive_oauth_example.php
+ *
+ * Optional: PENNEO_OAUTH_REDIRECT_URI — if unset, defaults to 127.0.0.1 URL above.
+ * Optional: PENNEO_OAUTH_ENV=sandbox|production (default sandbox).
+ */
+
+declare(strict_types=1);
+
+require_once dirname(__DIR__) . '/vendor/autoload.php';
+
 use Penneo\SDK\ApiConnector;
 use Penneo\SDK\CaseFile;
 use Penneo\SDK\OAuth\Config\Environment;
@@ -10,60 +32,109 @@
 
 session_start();
 
-// set up where to store the tokens - either use the provided session storage
-$tokenStorage = new SessionTokenStorage('optionalKeyToPlaceTokensInto');
+function interactiveOauthFail(string $message): void
+{
+    if (PHP_SAPI === 'cli') {
+        fwrite(STDERR, $message . PHP_EOL);
+    } else {
+        header('Content-Type: text/plain; charset=utf-8');
+        echo $message;
+    }
+    exit(1);
+}
+
+$clientId = getenv('PENNEO_OAUTH_CLIENT_ID') ?: '';
+$clientSecret = getenv('PENNEO_OAUTH_CLIENT_SECRET') ?: '';
+$redirectUri = getenv('PENNEO_OAUTH_REDIRECT_URI') ?: 'http://127.0.0.1:8080/interactive_oauth_example.php';
+$environment = getenv('PENNEO_OAUTH_ENV') ?: Environment::SANDBOX;
+
+if ($clientId === '' || $clientSecret === '') {
+    interactiveOauthFail(
+        "Set environment variables before running:\n"
+        . "  export PENNEO_OAUTH_CLIENT_ID='...'\n"
+        . "  export PENNEO_OAUTH_CLIENT_SECRET='...'\n"
+        . "Optional:\n"
+        . "  export PENNEO_OAUTH_REDIRECT_URI='http://127.0.0.1:8080/interactive_oauth_example.php'\n"
+        . "  export PENNEO_OAUTH_ENV=sandbox\n"
+        . "\n"
+        . 'The redirect URI must be registered identically in your Penneo OAuth client.'
+    );
+}
+
+if (!Environment::isSupported($environment)) {
+    interactiveOauthFail("PENNEO_OAUTH_ENV must be 'sandbox' or 'production'. Got: {$environment}");
+}
 
-// or build a custom one by implementing the interface
-// $tokenStorage = new class implements \Penneo\SDK\OAuth\Tokens\TokenStorage {};
+$tokenStorage = new SessionTokenStorage('optionalKeyToPlaceTokensInto');
 
 $penneoOAuth = OAuthBuilder::start()
-    ->setEnvironment(Environment::SANDBOX)
-    ->setClientId('clientId')                     // <- the credentials provided by Penneo
-    ->setClientSecret('clientSecret')             // <-
-    ->setRedirectUri('http://dev.php.local')   // the exact URL you provided to Penneo
+    ->setEnvironment($environment)
+    ->setClientId($clientId)
+    ->setClientSecret($clientSecret)
+    ->setRedirectUri($redirectUri)
     ->setTokenStorage($tokenStorage)
     ->build();
 
 if (isset($_GET['error'])) {
-    // something went wrong - handle the error
-    print_r($_GET['error']);
-    exit;
-} elseif (isset($_GET['code'])) {
-    // we are returning with a code after authorization
+    $detail = $_GET['error_description'] ?? '';
+    header('Content-Type: text/plain; charset=utf-8');
+    echo 'OAuth error: ' . $_GET['error'] . ($detail !== '' ? "\n" . $detail : '');
+    exit(1);
+}
+
+if (isset($_GET['code'])) {
+    if (empty($_SESSION['code_verifier'])) {
+        interactiveOauthFail(
+            "Missing PKCE code_verifier in session. Open this URL first in the same browser (no private window switch):\n"
+            . $redirectUri
+        );
+    }
     try {
         $penneoOAuth->exchangeAuthCode($_GET['code'], $_SESSION['code_verifier']);
     } catch (PenneoSdkRuntimeException $e) {
-        /// something went wrong - handle the error
-        print_r($e);
-        exit;
+        header('Content-Type: text/plain; charset=utf-8');
+        echo 'Token exchange failed: ' . $e->getMessage();
+        exit(1);
     }
-
-    // optionally, handle the returned state
-    print_r($_GET['state']);
 } elseif (!$penneoOAuth->isAuthorized()) {
-    // set up the code challenge
     $pkce = new PKCE();
     $codeVerifier = $pkce->getCodeVerifier();
     $_SESSION['code_verifier'] = $codeVerifier;
 
     try {
-        // build the redirect URL for authorization
         $url = $penneoOAuth->buildRedirectUrl(
             ['full_access'],
             $pkce->getCodeChallenge($codeVerifier)
         );
 
+        if (PHP_SAPI === 'cli') {
+            fwrite(
+                STDOUT,
+                "Open in a browser (after: php -S 127.0.0.1:8080 -t docs):\n"
+                . $redirectUri . "\n\n"
+                . "Or paste this authorize URL:\n" . $url . "\n"
+            );
+            exit(0);
+        }
+
         header('Location: ' . $url);
         exit;
     } catch (PenneoSdkRuntimeException $e) {
-        // something went wrong - handle the error
-        var_dump($e);
+        if (PHP_SAPI === 'cli') {
+            var_dump($e);
+            exit(1);
+        }
+        header('Content-Type: text/plain; charset=utf-8');
+        echo 'Could not build authorize URL: ' . $e->getMessage();
+        exit(1);
     }
 }
 
-// the OAuth flow has finished, so we can start using the API
 ApiConnector::initializeOAuth($penneoOAuth);
 
 $casefile = new CaseFile();
 $casefile->setTitle('new test casefile from PHP');
 CaseFile::persist($casefile);
+
+header('Content-Type: text/plain; charset=utf-8');
+echo 'OK — Case file created. id=' . (string) $casefile->getId() . PHP_EOL;

docs/programmatic_oauth_example.php

@@ -28,3 +28,5 @@
 $casefile = new CaseFile();
 $casefile->setTitle('new test casefile from PHP');
 CaseFile::persist($casefile);
+
+var_dump($casefile);