CheddahBot/scripts/migrate_client_field.py

"""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()