Enhance ClickUp task creation, smart field setting, and Cora distribution comments

- Add set_custom_field_smart() to auto-resolve dropdown option UUIDs
- Extend create_task with priority, assignees, time_estimate params
- Expand clickup_create_task tool and CLI script with tags, due dates, custom fields
- Add _comment_distributed_tasks to post clear ClickUp comments on Cora distribution
  (e.g. "Cora XLSX moved to cora-inbox" / "content-cora-inbox")
- Remove unused _find_all_todo_tasks; simplify AutoCora sibling matching
- Add tests for set_custom_field_smart dropdown and text fields

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

CLAUDE.md

@@ -93,6 +93,8 @@ uv add --group test <package>
 | `identity/SOUL.md` | Agent personality |
 | `identity/USER.md` | User profile |
 | `skills/` | Markdown skill files with YAML frontmatter |
+| `scripts/create_clickup_task.py` | CLI script to create ClickUp tasks |
+| `docs/clickup-task-creation.md` | Task creation conventions, per-type fields, and defaults |
 
 ## Conventions
 

cheddahbot/clickup.py

@@ -456,6 +456,50 @@ class ClickUpClient:
             log.error("Failed to set field '%s' on task %s: %s", field_name, task_id, e)
             return False
 
+    def set_custom_field_smart(
+        self, task_id: str, list_id: str, field_name: str, value: str
+    ) -> bool:
+        """Set a custom field by name, auto-resolving dropdown option UUIDs.
+
+        For dropdown fields, *value* is matched against option names
+        (case-insensitive). For all other field types, *value* is passed through.
+        """
+        try:
+            fields = self.get_custom_fields(list_id)
+            target = None
+            for f in fields:
+                if f.get("name") == field_name:
+                    target = f
+                    break
+
+            if not target:
+                log.warning("Field '%s' not found in list %s", field_name, list_id)
+                return False
+
+            field_id = target["id"]
+            resolved = value
+
+            if target.get("type") == "drop_down":
+                options = target.get("type_config", {}).get("options", [])
+                for opt in options:
+                    if opt.get("name", "").lower() == value.lower():
+                        resolved = opt["id"]
+                        break
+                else:
+                    log.warning(
+                        "Dropdown option '%s' not found for field '%s'",
+                        value,
+                        field_name,
+                    )
+                    return False
+
+            return self.set_custom_field_value(task_id, field_id, resolved)
+        except Exception as e:
+            log.error(
+                "Failed to set field '%s' on task %s: %s", field_name, task_id, e
+            )
+            return False
+
     def get_custom_field_by_name(self, task_id: str, field_name: str) -> Any:
         """Read a custom field value from a task by field name.
 
@@ -478,6 +522,9 @@ class ClickUpClient:
         due_date: int | None = None,
         tags: list[str] | None = None,
         custom_fields: list[dict] | None = None,
+        priority: int | None = None,
+        assignees: list[int] | None = None,
+        time_estimate: int | None = None,
     ) -> dict:
         """Create a new task in a ClickUp list.
 
@@ -489,6 +536,9 @@ class ClickUpClient:
             due_date: Due date as Unix timestamp in milliseconds.
             tags: List of tag names to apply.
             custom_fields: List of custom field dicts ({"id": ..., "value": ...}).
+            priority: 1=Urgent, 2=High, 3=Normal, 4=Low.
+            assignees: List of ClickUp user IDs.
+            time_estimate: Time estimate in milliseconds.
 
         Returns:
             API response dict containing task id, url, etc.
@@ -502,6 +552,12 @@ class ClickUpClient:
             payload["tags"] = tags
         if custom_fields:
             payload["custom_fields"] = custom_fields
+        if priority is not None:
+            payload["priority"] = priority
+        if assignees:
+            payload["assignees"] = assignees
+        if time_estimate is not None:
+            payload["time_estimate"] = time_estimate
 
         def _call():
             resp = self._client.post(f"/list/{list_id}/task", json=payload)

cheddahbot/scheduler.py

@@ -3,6 +3,7 @@
 from __future__ import annotations
 
 import contextlib
+import json
 import logging
 import re
 import shutil
@@ -1146,6 +1147,72 @@ class Scheduler:
             category="autocora",
         )
 
+        # Post ClickUp comment on matched tasks
+        self._comment_distributed_tasks(client, xlsx_path.stem, copied_to, tasks, stem)
+
+    def _comment_distributed_tasks(
+        self, client, xlsx_stem: str, copied_to: list[str], tasks, normalized_stem: str
+    ):
+        """Post a ClickUp comment on tasks when a Cora report is distributed."""
+        from .tools.autocora import _slugify
+        from .tools.linkbuilding import _fuzzy_keyword_match, _normalize_for_match
+
+        parts = []
+        for dest in copied_to:
+            if dest.startswith("link"):
+                parts.append("cora-inbox")
+            elif dest.startswith("content"):
+                parts.append("content-cora-inbox")
+            else:
+                parts.append(dest)
+        dest_label = " and ".join(parts)
+        comment = f"Cora XLSX moved to {dest_label}."
+
+        # Try to find task_ids from job JSON files
+        task_ids: list[str] = []
+        jobs_dir = Path(self.config.autocora.jobs_dir)
+        slug = _slugify(xlsx_stem)
+
+        if jobs_dir.is_dir():
+            # Check both jobs/ root and processed/ subfolder
+            search_dirs = [jobs_dir]
+            processed = jobs_dir / "processed"
+            if processed.is_dir():
+                search_dirs.append(processed)
+
+            for search_dir in search_dirs:
+                for job_file in search_dir.glob("job-*.json"):
+                    # Strip "job-{timestamp}-" prefix to get the slug
+                    parts = job_file.stem.split("-", 2)
+                    if len(parts) >= 3:
+                        job_slug = parts[2]
+                        if job_slug == slug:
+                            try:
+                                data = json.loads(job_file.read_text(encoding="utf-8"))
+                                task_ids = data.get("task_ids", [])
+                            except (json.JSONDecodeError, OSError) as e:
+                                log.warning("Could not read job file %s: %s", job_file, e)
+                            break
+                if task_ids:
+                    break
+
+        # Fallback: match from the task list we already have
+        if not task_ids:
+            for task in tasks:
+                keyword = task.custom_fields.get("Keyword", "")
+                if not keyword:
+                    continue
+                keyword_norm = _normalize_for_match(str(keyword))
+                if _fuzzy_keyword_match(normalized_stem, keyword_norm):
+                    task_ids.append(task.id)
+
+        # Post comments
+        for tid in task_ids:
+            try:
+                client.add_comment(tid, comment)
+            except Exception as e:
+                log.warning("Failed to comment on task %s: %s", tid, e)
+
     # ── Morning Briefing ──
 
     _CENTRAL = ZoneInfo("America/Chicago")

cheddahbot/tools/autocora.py

@@ -217,18 +217,6 @@ def _is_lookahead(task, today_end_ms, lookahead_end_ms) -> bool:
         return False
 
 
-def _find_all_todo_tasks(client, config, categories: list[str]):
-    """Find ALL 'to do' tasks in cora_categories (no date filter).
-
-    Used to find sibling tasks sharing the same keyword.
-    """
-    space_id = config.clickup.space_id
-    if not space_id:
-        return []
-
-    tasks = client.get_tasks_from_space(space_id, statuses=["to do"])
-    return [t for t in tasks if t.task_type in categories]
-
 
 def _group_by_keyword(tasks, all_tasks):
     """Group tasks by normalized keyword, pulling in sibling tasks from all_tasks.
@@ -324,11 +312,8 @@ def submit_autocora_jobs(target_date: str = "", ctx: dict | None = None) -> str:
     if not qualifying:
         return f"No qualifying tasks found ({label})."
 
-    # Find ALL to-do tasks in cora categories for sibling keyword matching
-    all_todo = _find_all_todo_tasks(client, config, autocora.cora_categories)
-
-    # Group by keyword
-    groups, alerts = _group_by_keyword(qualifying, all_todo)
+    # Group by keyword — only siblings that also passed the sweep qualify
+    groups, alerts = _group_by_keyword(qualifying, qualifying)
 
     if not groups and alerts:
         return "No jobs submitted.\n\n" + "\n".join(f"- {a}" for a in alerts)

cheddahbot/tools/clickup_tool.py

@@ -163,7 +163,9 @@ def clickup_task_status(task_id: str, ctx: dict | None = None) -> str:
 @tool(
     "clickup_create_task",
     "Create a new ClickUp task for a client. Requires task name and client name. "
-    "Optionally set work category, description, and status. "
+    "Optionally set work category, description, status, due_date (Unix ms), "
+    "tags (comma-separated), and arbitrary custom fields via custom_fields_json "
+    '(JSON object like {"Keyword":"value","CLIFlags":"--tier1-count 5"}). '
     "The task is created in the 'Overall' list within the client's folder.",
     category="clickup",
 )
@@ -173,9 +175,17 @@ def clickup_create_task(
     work_category: str = "",
     description: str = "",
     status: str = "to do",
+    due_date: str = "",
+    tags: str = "",
+    custom_fields_json: str = "",
+    priority: int = 2,
+    assignee: int = 10765627,
+    time_estimate_ms: int = 0,
     ctx: dict | None = None,
 ) -> str:
     """Create a new ClickUp task in the client's Overall list."""
+    import json as _json
+
     client_obj = _get_clickup_client(ctx)
     if not client_obj:
         return "Error: ClickUp API token not configured."
@@ -188,29 +198,48 @@ def clickup_create_task(
         # Find the client's Overall list
         list_id = client_obj.find_list_in_folder(cfg.space_id, client)
         if not list_id:
-            return f"Error: Could not find folder '{client}' with an 'Overall' list in space."
+            return (
+                f"Error: Could not find folder '{client}' "
+                f"with an 'Overall' list in space."
+            )
+
+        # Build create kwargs
+        create_kwargs: dict = {
+            "list_id": list_id,
+            "name": name,
+            "description": description,
+            "status": status,
+            "priority": priority,
+            "assignees": [assignee],
+        }
+        if due_date:
+            create_kwargs["due_date"] = int(due_date)
+        if tags:
+            create_kwargs["tags"] = [t.strip() for t in tags.split(",")]
+        if time_estimate_ms:
+            create_kwargs["time_estimate"] = time_estimate_ms
 
         # Create the task
-        result = client_obj.create_task(
-            list_id=list_id,
-            name=name,
-            description=description,
-            status=status,
-        )
+        result = client_obj.create_task(**create_kwargs)
         task_id = result.get("id", "")
         task_url = result.get("url", "")
 
         # Set Client dropdown field
-        client_obj.set_custom_field_by_name(task_id, "Client", client)
+        client_obj.set_custom_field_smart(task_id, list_id, "Client", client)
 
         # Set Work Category if provided
         if work_category:
-            field_info = client_obj.discover_field_filter(list_id, "Work Category")
-            if field_info and work_category in field_info["options"]:
-                option_id = field_info["options"][work_category]
-                client_obj.set_custom_field_value(task_id, field_info["field_id"], option_id)
-            else:
-                log.warning("Work Category '%s' not found in dropdown options", work_category)
+            client_obj.set_custom_field_smart(
+                task_id, list_id, "Work Category", work_category
+            )
+
+        # Set any additional custom fields
+        if custom_fields_json:
+            extra_fields = _json.loads(custom_fields_json)
+            for field_name, field_value in extra_fields.items():
+                client_obj.set_custom_field_smart(
+                    task_id, list_id, field_name, str(field_value)
+                )
 
         return (
             f"Task created successfully!\n"

scripts/create_clickup_task.py

@@ -2,8 +2,9 @@
 
 Usage:
     uv run python scripts/create_clickup_task.py --name "Task" --client "Client"
-    uv run python scripts/create_clickup_task.py --name "PR" --client "Acme" \\
-        --category "Press Release"
+    uv run python scripts/create_clickup_task.py --name "LB" --client "Acme" \\
+        --category "Link Building" --due-date 2026-03-11 --tag feb26 \\
+        --field "Keyword=some keyword" --field "CLIFlags=--tier1-count 5"
 """
 
 from __future__ import annotations
@@ -12,6 +13,7 @@ import argparse
 import json
 import os
 import sys
+from datetime import UTC, datetime
 from pathlib import Path
 
 # Add project root to path so we can import cheddahbot
@@ -21,16 +23,80 @@ from dotenv import load_dotenv
 
 from cheddahbot.clickup import ClickUpClient
 
+DEFAULT_ASSIGNEE = 10765627  # Bryan Bigari
+
+
+def _date_to_unix_ms(date_str: str) -> int:
+    """Convert YYYY-MM-DD to Unix milliseconds (noon UTC).
+
+    Noon UTC ensures the date displays correctly in US timezones.
+    """
+    dt = datetime.strptime(date_str, "%Y-%m-%d").replace(
+        hour=12, tzinfo=UTC
+    )
+    return int(dt.timestamp() * 1000)
+
+
+def _parse_time_estimate(s: str) -> int:
+    """Parse a human time string like '2h', '30m', '1h30m' to ms."""
+    import re
+
+    total_min = 0
+    match = re.match(r"(?:(\d+)h)?(?:(\d+)m)?$", s.strip())
+    if not match or not any(match.groups()):
+        raise ValueError(f"Invalid time estimate: '{s}' (use e.g. '2h', '30m', '1h30m')")
+    if match.group(1):
+        total_min += int(match.group(1)) * 60
+    if match.group(2):
+        total_min += int(match.group(2))
+    return total_min * 60 * 1000
+
 
 def main():
     load_dotenv()
 
     parser = argparse.ArgumentParser(description="Create a ClickUp task")
     parser.add_argument("--name", required=True, help="Task name")
-    parser.add_argument("--client", required=True, help="Client folder name in ClickUp")
-    parser.add_argument("--category", default="", help="Work Category (e.g. 'Press Release')")
+    parser.add_argument(
+        "--client", required=True, help="Client folder name"
+    )
+    parser.add_argument(
+        "--category", default="", help="Work Category dropdown value"
+    )
     parser.add_argument("--description", default="", help="Task description")
-    parser.add_argument("--status", default="to do", help="Initial status (default: 'to do')")
+    parser.add_argument(
+        "--status", default="to do", help="Initial status (default: 'to do')"
+    )
+    parser.add_argument(
+        "--due-date", default="", help="Due date as YYYY-MM-DD"
+    )
+    parser.add_argument(
+        "--tag", action="append", default=[], help="Tag (mmmYY, repeatable)"
+    )
+    parser.add_argument(
+        "--field",
+        action="append",
+        default=[],
+        help="Custom field as Name=Value (repeatable)",
+    )
+    parser.add_argument(
+        "--priority",
+        type=int,
+        default=2,
+        help="Priority: 1=Urgent, 2=High, 3=Normal, 4=Low (default: 2)",
+    )
+    parser.add_argument(
+        "--assignee",
+        type=int,
+        action="append",
+        default=[],
+        help="ClickUp user ID (default: Bryan 10765627)",
+    )
+    parser.add_argument(
+        "--time-estimate",
+        default="",
+        help="Time estimate (e.g. '2h', '30m', '1h30m')",
+    )
     args = parser.parse_args()
 
     api_token = os.environ.get("CLICKUP_API_TOKEN", "")
@@ -43,6 +109,15 @@ def main():
         print("Error: CLICKUP_SPACE_ID not set", file=sys.stderr)
         sys.exit(1)
 
+    # Parse custom fields
+    custom_fields: dict[str, str] = {}
+    for f in args.field:
+        if "=" not in f:
+            print(f"Error: --field must be Name=Value, got: {f}", file=sys.stderr)
+            sys.exit(1)
+        name, value = f.split("=", 1)
+        custom_fields[name] = value
+
     client = ClickUpClient(api_token=api_token)
     try:
         # Find the client's Overall list
@@ -52,27 +127,47 @@ def main():
             print(msg, file=sys.stderr)
             sys.exit(1)
 
+        # Build create_task kwargs
+        create_kwargs: dict = {
+            "list_id": list_id,
+            "name": args.name,
+            "description": args.description,
+            "status": args.status,
+        }
+        if args.due_date:
+            create_kwargs["due_date"] = _date_to_unix_ms(args.due_date)
+        if args.tag:
+            create_kwargs["tags"] = args.tag
+        create_kwargs["priority"] = args.priority
+        create_kwargs["assignees"] = args.assignee or [DEFAULT_ASSIGNEE]
+        if args.time_estimate:
+            create_kwargs["time_estimate"] = _parse_time_estimate(
+                args.time_estimate
+            )
+
         # Create the task
-        result = client.create_task(
-            list_id=list_id,
-            name=args.name,
-            description=args.description,
-            status=args.status,
-        )
+        result = client.create_task(**create_kwargs)
         task_id = result.get("id", "")
 
         # Set Client dropdown field
-        client.set_custom_field_by_name(task_id, "Client", args.client)
+        client.set_custom_field_smart(task_id, list_id, "Client", args.client)
 
         # Set Work Category if provided
         if args.category:
-            field_info = client.discover_field_filter(list_id, "Work Category")
-            if field_info and args.category in field_info["options"]:
-                option_id = field_info["options"][args.category]
-                client.set_custom_field_value(task_id, field_info["field_id"], option_id)
-            else:
-                msg = f"Warning: Work Category '{args.category}' not found"
-                print(msg, file=sys.stderr)
+            client.set_custom_field_smart(
+                task_id, list_id, "Work Category", args.category
+            )
+
+        # Set any additional custom fields
+        for field_name, field_value in custom_fields.items():
+            ok = client.set_custom_field_smart(
+                task_id, list_id, field_name, field_value
+            )
+            if not ok:
+                print(
+                    f"Warning: Failed to set '{field_name}'",
+                    file=sys.stderr,
+                )
 
         print(json.dumps({
             "id": task_id,

tests/test_autocora.py

@@ -204,9 +204,7 @@ class TestSubmitAutocoraJobs:
         monkeypatch.setattr(
             "cheddahbot.tools.autocora._find_qualifying_tasks", lambda *a, **kw: [task]
         )
-        monkeypatch.setattr(
-            "cheddahbot.tools.autocora._find_all_todo_tasks", lambda *a, **kw: [task]
-        )
+
 
         result = submit_autocora_jobs(target_date="2025-01-01", ctx=ctx)
         assert "Submitted 1 job" in result
@@ -233,9 +231,7 @@ class TestSubmitAutocoraJobs:
         monkeypatch.setattr(
             "cheddahbot.tools.autocora._find_qualifying_tasks", lambda *a, **kw: [task]
         )
-        monkeypatch.setattr(
-            "cheddahbot.tools.autocora._find_all_todo_tasks", lambda *a, **kw: [task]
-        )
+
 
         submit_autocora_jobs(target_date="2025-01-01", ctx=ctx)
 
@@ -256,9 +252,7 @@ class TestSubmitAutocoraJobs:
         monkeypatch.setattr(
             "cheddahbot.tools.autocora._find_qualifying_tasks", lambda *a, **kw: [task]
         )
-        monkeypatch.setattr(
-            "cheddahbot.tools.autocora._find_all_todo_tasks", lambda *a, **kw: [task]
-        )
+
 
         # First submit
         submit_autocora_jobs(target_date="2025-01-01", ctx=ctx)
@@ -278,9 +272,7 @@ class TestSubmitAutocoraJobs:
         monkeypatch.setattr(
             "cheddahbot.tools.autocora._find_qualifying_tasks", lambda *a, **kw: [task]
         )
-        monkeypatch.setattr(
-            "cheddahbot.tools.autocora._find_all_todo_tasks", lambda *a, **kw: [task]
-        )
+
 
         result = submit_autocora_jobs(target_date="2025-01-01", ctx=ctx)
         assert "missing Keyword" in result
@@ -296,9 +288,7 @@ class TestSubmitAutocoraJobs:
         monkeypatch.setattr(
             "cheddahbot.tools.autocora._find_qualifying_tasks", lambda *a, **kw: [task]
         )
-        monkeypatch.setattr(
-            "cheddahbot.tools.autocora._find_all_todo_tasks", lambda *a, **kw: [task]
-        )
+
 
         result = submit_autocora_jobs(target_date="2025-01-01", ctx=ctx)
         assert "Submitted 1 job" in result

tests/test_clickup.py

@@ -569,3 +569,73 @@ class TestClickUpClient:
         result = client.find_list_in_folder("space_1", "NonExistent Client")
         assert result is None
         client.close()
+
+    @respx.mock
+    def test_set_custom_field_smart_dropdown(self):
+        """Resolves dropdown option name to UUID automatically."""
+        respx.get(f"{BASE_URL}/list/list_1/field").mock(
+            return_value=httpx.Response(
+                200,
+                json={
+                    "fields": [
+                        {
+                            "id": "cf_lb",
+                            "name": "LB Method",
+                            "type": "drop_down",
+                            "type_config": {
+                                "options": [
+                                    {"id": "opt_cora", "name": "Cora Backlinks"},
+                                    {"id": "opt_manual", "name": "Manual"},
+                                ]
+                            },
+                        },
+                    ]
+                },
+            )
+        )
+        respx.post(f"{BASE_URL}/task/t1/field/cf_lb").mock(
+            return_value=httpx.Response(200, json={})
+        )
+
+        client = ClickUpClient(api_token="pk_test")
+        result = client.set_custom_field_smart(
+            "t1", "list_1", "LB Method", "Cora Backlinks"
+        )
+        assert result is True
+        import json
+
+        body = json.loads(respx.calls.last.request.content)
+        assert body["value"] == "opt_cora"
+        client.close()
+
+    @respx.mock
+    def test_set_custom_field_smart_text(self):
+        """Passes text field values through without resolution."""
+        respx.get(f"{BASE_URL}/list/list_1/field").mock(
+            return_value=httpx.Response(
+                200,
+                json={
+                    "fields": [
+                        {
+                            "id": "cf_kw",
+                            "name": "Keyword",
+                            "type": "short_text",
+                        },
+                    ]
+                },
+            )
+        )
+        respx.post(f"{BASE_URL}/task/t1/field/cf_kw").mock(
+            return_value=httpx.Response(200, json={})
+        )
+
+        client = ClickUpClient(api_token="pk_test")
+        result = client.set_custom_field_smart(
+            "t1", "list_1", "Keyword", "shaft manufacturing"
+        )
+        assert result is True
+        import json
+
+        body = json.loads(respx.calls.last.request.content)
+        assert body["value"] == "shaft manufacturing"
+        client.close()

tests/test_cora_distribute.py

@@ -13,6 +13,7 @@ from cheddahbot.config import AutoCoraConfig, Config, ContentConfig, LinkBuildin
 class FakeTask:
     """Minimal ClickUp task stub for distribution tests."""
 
+    id: str = "fake_id"
     name: str = ""
     task_type: str = ""
     custom_fields: dict = field(default_factory=dict)