Migrate ClickUp Customer field to space-level Client field

Replaces all "Customer" field lookups with "Client" to match the new
space-wide dropdown, eliminating the 20+ duplicate list-level fields.
Includes migration script that populated 400 active tasks.

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

cheddahbot/api.py

@@ -125,7 +125,7 @@ async def get_tasks_by_company():
     data = await get_tasks()
     by_company: dict[str, list] = {}
     for task in data.get("tasks", []):
-        company = task["custom_fields"].get("Customer") or "Unassigned"
+        company = task["custom_fields"].get("Client") or "Unassigned"
         by_company.setdefault(company, []).append(task)
 
     # Sort companies by task count descending
@@ -238,7 +238,7 @@ async def get_link_building_tasks():
             in_progress_not_started.append(t)
     by_company: dict[str, list] = {}
     for task in active_lb:
-        company = task["custom_fields"].get("Customer") or "Unassigned"
+        company = task["custom_fields"].get("Client") or "Unassigned"
         by_company.setdefault(company, []).append(task)
 
     result = {
@@ -320,7 +320,7 @@ async def get_need_cora_tasks():
         if kw_lower not in by_keyword:
             by_keyword[kw_lower] = {
                 "keyword": kw,
-                "company": t["custom_fields"].get("Customer") or "Unassigned",
+                "company": t["custom_fields"].get("Client") or "Unassigned",
                 "due_date": t.get("due_date"),
                 "tasks": [],
             }
@@ -367,7 +367,7 @@ async def get_press_release_tasks():
 
     by_company: dict[str, list] = {}
     for task in pr_tasks:
-        company = task["custom_fields"].get("Customer") or "Unassigned"
+        company = task["custom_fields"].get("Client") or "Unassigned"
         by_company.setdefault(company, []).append(task)
 
     return {

cheddahbot/scheduler.py

@@ -1282,7 +1282,7 @@ class Scheduler:
         """Group tasks by their Customer custom field."""
         groups: dict[str, list] = {}
         for t in tasks:
-            customer = t.custom_fields.get("Customer", "") or "Unknown"
+            customer = t.custom_fields.get("Client", "") or "Unknown"
             groups.setdefault(str(customer), []).append(t)
         return groups
 

cheddahbot/tools/press_release.py

@@ -88,7 +88,7 @@ def _find_clickup_task(ctx: dict, company_name: str) -> str:
         if task.task_type != "Press Release":
             continue
 
-        client_field = task.custom_fields.get("Customer", "")
+        client_field = task.custom_fields.get("Client", "")
         if not (
             _fuzzy_company_match(company_name, task.name)
             or _fuzzy_company_match(company_name, client_field)

config.yaml

@@ -58,7 +58,7 @@ clickup:
       required_fields: [topic, company_name, target_url]
       field_mapping:
         topic: "PR Topic"
-        company_name: "Customer"
+        company_name: "Client"
         target_url: "IMSURL"
         branded_url: "SocialURL"
     "On Page Optimization":

scripts/migrate_client_field.py

@@ -0,0 +1,161 @@
+"""Migrate ClickUp 'Customer' (list-level) → 'Client' (space-level) field.
+
+This script does NOT create the field — you must create the space-level "Client"
+dropdown manually in ClickUp UI first, using the company names this script prints.
+
+Steps:
+  1. Fetch all folders, filter to those with an 'Overall' list
+  2. Print sorted company names for dropdown creation
+  3. Pause for you to create the field in ClickUp UI
+  4. Discover the new 'Client' field's UUID + option IDs
+  5. Set 'Client' on every active task (folder name as value)
+  6. Report results
+
+Usage:
+  DRY_RUN=1 uv run python scripts/migrate_client_field.py   # preview only
+  uv run python scripts/migrate_client_field.py              # live run
+"""
+
+from __future__ import annotations
+
+import os
+import sys
+import time
+from pathlib import Path
+
+# Allow running from repo root
+_root = Path(__file__).resolve().parent.parent
+sys.path.insert(0, str(_root))
+
+from dotenv import load_dotenv
+
+load_dotenv(_root / ".env")
+
+from cheddahbot.clickup import ClickUpClient
+
+# ── Config ──────────────────────────────────────────────────────────────────
+DRY_RUN = os.environ.get("DRY_RUN", "0") not in ("0", "false", "")
+NEW_FIELD_NAME = "Client"
+
+API_TOKEN = os.environ.get("CLICKUP_API_TOKEN", "")
+SPACE_ID = os.environ.get("CLICKUP_SPACE_ID", "")
+
+if not API_TOKEN:
+    sys.exit("ERROR: CLICKUP_API_TOKEN env var is required")
+if not SPACE_ID:
+    sys.exit("ERROR: CLICKUP_SPACE_ID env var is required")
+
+
+def main() -> None:
+    client = ClickUpClient(api_token=API_TOKEN)
+
+    # 1. Get folders, filter to those with an Overall list
+    print(f"\n{'=' * 60}")
+    print(f"  Migrate to '{NEW_FIELD_NAME}' field -- Space {SPACE_ID}")
+    print(f"  Mode: {'DRY RUN' if DRY_RUN else 'LIVE'}")
+    print(f"{'=' * 60}\n")
+
+    folders = client.get_folders(SPACE_ID)
+    print(f"Found {len(folders)} folders:\n")
+
+    client_folders = []
+    for f in folders:
+        overall = next(
+            (lst for lst in f["lists"] if lst["name"].lower() == "overall"), None
+        )
+        if overall:
+            print(f"  {f['name']:35s}  Overall list: {overall['id']}")
+            client_folders.append({"name": f["name"], "overall_id": overall["id"]})
+        else:
+            print(f"  {f['name']:35s}  [SKIP - no Overall list]")
+
+    if not client_folders:
+        sys.exit("\nNo client folders with Overall lists found.")
+
+    # 2. Print company names for dropdown creation
+    option_names = sorted(cf["name"] for cf in client_folders)
+    print(f"\n--- Dropdown options for '{NEW_FIELD_NAME}' ({len(option_names)}) ---")
+    for name in option_names:
+        print(f"  {name}")
+
+    # 3. Build plan: fetch active tasks per folder
+    print("\nFetching active tasks from Overall lists ...")
+    plan: list[dict] = []
+    for cf in client_folders:
+        tasks = client.get_tasks(cf["overall_id"], include_closed=False)
+        plan.append({
+            "folder_name": cf["name"],
+            "list_id": cf["overall_id"],
+            "tasks": tasks,
+        })
+
+    total_tasks = sum(len(p["tasks"]) for p in plan)
+    print(f"\n--- Update Plan (active tasks only) ---")
+    for p in plan:
+        print(f"  {p['folder_name']:35s}  {len(p['tasks']):3d} tasks")
+    print(f"  {'TOTAL':35s}  {total_tasks:3d} tasks")
+
+    if DRY_RUN:
+        print("\n** DRY RUN -- no changes made. Unset DRY_RUN to execute. **\n")
+        return
+
+    # 4. Field should already be created in ClickUp UI
+    print(f"\nLooking for space-level '{NEW_FIELD_NAME}' field ...")
+
+    # 5. Discover the field UUID + option IDs
+    first_list_id = client_folders[0]["overall_id"]
+    print(f"\nDiscovering '{NEW_FIELD_NAME}' field UUID and option IDs ...")
+    field_info = client.discover_field_filter(first_list_id, NEW_FIELD_NAME)
+    if field_info is None:
+        sys.exit(
+            f"\nERROR: Could not find '{NEW_FIELD_NAME}' field on list {first_list_id}.\n"
+            f"Make sure you created it as a SPACE-level field (visible to all lists)."
+        )
+
+    field_id = field_info["field_id"]
+    option_map = field_info["options"]  # {name: uuid}
+    print(f"  Field ID: {field_id}")
+    print(f"  Options found: {len(option_map)}")
+
+    # Verify all folder names have matching options
+    missing = [cf["name"] for cf in client_folders if cf["name"] not in option_map]
+    if missing:
+        print(f"\n  WARNING: These folder names have no matching dropdown option:")
+        for name in missing:
+            print(f"    - {name}")
+        print("  Tasks in these folders will be SKIPPED.")
+
+    # 6. Set Client field on each task
+    updated = 0
+    skipped = 0
+    failed = 0
+    for p in plan:
+        folder_name = p["folder_name"]
+        opt_id = option_map.get(folder_name)
+        if not opt_id:
+            skipped += len(p["tasks"])
+            print(f"\n  SKIP: '{folder_name}' -- no matching option")
+            continue
+
+        print(f"\nUpdating {len(p['tasks'])} tasks in '{folder_name}' ...")
+        for task in p["tasks"]:
+            ok = client.set_custom_field_value(task.id, field_id, opt_id)
+            if ok:
+                updated += 1
+            else:
+                failed += 1
+                print(f"  FAILED: task {task.id} ({task.name})")
+            time.sleep(0.15)
+
+    print(f"\n{'=' * 60}")
+    print(f"  Done!  Updated: {updated}  |  Skipped: {skipped}  |  Failed: {failed}")
+    print(f"{'=' * 60}")
+    print(f"\n  Next steps:")
+    print(f"  1. Verify tasks in ClickUp have the '{NEW_FIELD_NAME}' field set correctly")
+    print(f"  2. Update config.yaml: change 'Customer' → '{NEW_FIELD_NAME}' in field_mapping")
+    print(f"  3. Test CheddahBot with the new field")
+    print(f"  4. Delete the old list-level 'Customer' fields from ClickUp\n")
+
+
+if __name__ == "__main__":
+    main()

tests/test_scheduler.py

@@ -17,7 +17,7 @@ _PR_MAPPING = {
     "auto_execute": True,
     "field_mapping": {
         "topic": "task_name",
-        "company_name": "Customer",
+        "company_name": "Client",
     },
 }
 
@@ -69,7 +69,7 @@ def _now_ms():
     return int(datetime.now(UTC).timestamp() * 1000)
 
 
-_FIELDS = {"Customer": "Acme"}
+_FIELDS = {"Client": "Acme"}
 
 
 # ── Tests ──