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clari-upgrade-migration

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Handle Clari API version changes and export schema migrations. Use when Clari updates their API, export format changes, or migrating from v3 to v4 API. Trigger with phrases like "upgrade clari", "clari api migration", "clari schema change", "clari v4 migration".

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Source SKILL.md: https://github.com/jeremylongshore/claude-code-plugins-plus-skills/blob/HEAD/plugins/saas-packs/clari-pack/skills/clari-upgrade-migration/SKILL.md

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Clari Upgrade & Migration

Overview

Handle Clari API changes: version migrations, export schema updates, and Copilot API adoption.

Instructions

Step 1: Check Current API Version

# v4 is the current version
curl -s -H "apikey: ${CLARI_API_KEY}" \
  https://api.clari.com/v4/export/forecast/list | jq .

# If using v3 (deprecated), migrate to v4

Step 2: Schema Change Detection

def detect_schema_changes(
    current_export: dict, expected_fields: set[str]
) -> dict:
    if not current_export.get("entries"):
        return {"status": "empty", "changes": []}

    actual_fields = set(current_export["entries"][0].keys())
    new_fields = actual_fields - expected_fields
    removed_fields = expected_fields - actual_fields

    return {
        "status": "changed" if new_fields or removed_fields else "compatible",
        "new_fields": list(new_fields),
        "removed_fields": list(removed_fields),
    }

# Track expected schema
EXPECTED_FIELDS = {
    "ownerName", "ownerEmail", "forecastAmount", "quotaAmount",
    "crmTotal", "crmClosed", "adjustmentAmount", "timePeriod"
}

Step 3: Database Schema Migration

-- Add new columns when Clari adds export fields
ALTER TABLE clari_forecasts ADD COLUMN IF NOT EXISTS new_field_name VARCHAR;

-- Backfill historical data
UPDATE clari_forecasts SET new_field_name = 'default' WHERE new_field_name IS NULL;

Rollback

Keep the previous client version alongside the new one until migration is verified:

# Pin client to specific behavior
client_v4 = ClariClient(ClariConfig(api_key=api_key, base_url="https://api.clari.com/v4"))

Resources

Next Steps

For CI integration, see clari-ci-integration.