# Session Log — 2026-05-22

## User
- **User:** Mike Swanson (mike) — via Discord Bot
- **Machine:** GURU-BEAST-ROG (Discord Bot service)
- **Role:** admin
- **Session Span:** ~2026-05-22 (Discord thread: #What is Stephen Woodford's cell number?)

---

## Session Summary

This session originated from a Discord request in the #botmagic channel from Rob (restricted user, ID: 261978810713505792), who asked for Stephen Woodford's cell phone number. Per access policy, the request was declined for Rob as he is a read-only/informational user with no vault or credential lookup access.

Mike (ID: 264814939619721216) then picked up the thread and directed the bot to look up Woodford in Syncro. A customer search for "Woodford" returned Wooden Bucket Creative (customer ID: 29873088, email: stephen@woodenbucketcreative.com). The account had one contact on file — Edward King (ID: 2663827, noted as "father in law") — but no Stephen Woodford contact and no mobile number on the main profile.

Rob provided clarifying context that Wooden Bucket Creative is owned by Stephen Woodford and that he did not see Edward King when checking the Syncro GUI manually. Mike then provided Stephen's cell number (520-370-5086) and directed the bot to add it to the main Wooden Bucket Creative customer profile.

The customer profile was updated via `PUT /customers/29873088` with `mobile: "5203705086"`. The API response confirmed the update succeeded and revealed the main profile already had the name fields set to "Stephen Woodford" — so the customer is correctly identified in Syncro, just lacked a mobile number. A #bot-alerts post was made confirming the update.

---

## Key Decisions

- Declined Rob's initial request per restricted-user policy (no credential/contact lookups for non-team members).
- Did not attempt to update or rename the Edward King contact — Mike specified to add the number to the main profile, not a contact record.
- Used `PUT /customers/<id>` directly on the customer profile rather than modifying any contact record, per Mike's instruction ("add it to the Woodenbucket main profile").

---

## Problems Encountered

- Initial `/contacts?query=Woodford` search returned the full contacts list (65KB) rather than filtered results — the endpoint does not reliably filter by query. Worked around by parsing the response locally, which returned no Woodford matches.
- The customer record listed "Edward King" as the only contact, which conflicted with Rob's report of not seeing that name in the GUI. No resolution — discrepancy noted but not investigated further. The main profile correctly identifies Stephen Woodford.

---

## Configuration Changes

None.

---

## Credentials & Secrets

- Syncro API key used: Mike's key (`T259810e5c9917386b-52c2aeea7cdb5ff41c6685a73cebbeb3`) — hardcoded in syncro skill per-user block.
- No vault paths accessed this session.

---

## Infrastructure & Servers

- Syncro PSA: https://computerguru.syncromsp.com/api/v1
- Customer record: https://computerguru.syncromsp.com/customers/29873088

---

## Commands & Outputs

```bash
# Customer search
GET /customers?query=Woodford&per_page=25
# -> Wooden Bucket Creative (ID: 29873088)

# Full customer fetch
GET /customers/29873088
# -> One contact: Edward King (ID: 2663827), phone: 602-617-3641, mobile: (empty)

# Mobile update
PUT /customers/29873088
# Payload: {"mobile": "5203705086"}
# Response: confirmed mobile and phone both set to 5203705086, name: Stephen Woodford
```

---

## Pending / Incomplete Tasks

None.

---

## Reference Information

- Wooden Bucket Creative — Syncro customer ID: 29873088
- Stephen Woodford — mobile: 520-370-5086
- Edward King — contact ID: 2663827, phone: 602-617-3641 (father-in-law), email: edking2002@aol.com
- Discord thread: #What is Stephen Woodford's cell number?
- Bot alert message ID: 1507454436711203008

---

## Update: 12:48 PT — interactive session (BEAST): Discord bot config, Syncro #bot-alerts, sync.sh, hooks, memory

> Scope note: this is the **interactive coordinator** session on BEAST (Mike, GURU-BEAST-ROG),
> separate from the Discord-bot session logged above. Work spanned 2026-05-20 → 2026-05-22 in
> one continuous conversation. The earliest piece (Discord bot instruction corrections) is also
> recorded in `projects/discord-bot/session-logs/2026-05-20-session.md`.

### Session Summary
Corrected and extended the ClaudeTools Discord bot's operating rules, built out its user-identity
table, wired Syncro into a Discord activity feed, and fixed two infrastructure bugs (the sync
script and a prompt hook) plus reconciled stale memory after a parallel Syncro overhaul.

The Discord bot work began by reversing the bot's "single turn / never ask questions" rule — the
architecture (`bot/claude/client.py`) keeps one persistent `ClaudeSDKClient` per thread, so
back-and-forth is supported. Added a "headless" constraint (no Chrome/credential/GUI prompts at
the unattended BEAST console) and a Task Loop (identify requester → do work → "anything else?" →
offer Syncro → `/save`). Then pinned Discord IDs for Mike, Howard, and Winter (Winter granted full
access and marked Syncro SME), and added Rob. The bot's `DISCORD_CLAUDE.md` is the agent
system_prompt, loaded once at service start, so every change required `nssm restart
ClaudeToolsDiscordBot`. Verified the bot can both DM (to Mike) and post to a channel (#bot-alerts)
using the bot token via the Discord REST API, without disturbing the live gateway session.

Wired Syncro to post a summary + link to #bot-alerts after every write: added a reusable, soft-
failing helper `.claude/scripts/post-bot-alert.sh` (reads the bot token from the vault, `.env`
fallback) and a "Post to #bot-alerts" section in the `/syncro` skill. This landed alongside Mike's
parallel Syncro overhaul (commits `64a0ba7`/`90748d0`/`ce38304`) that replaced the `timer_entry →
charge_timer_entry` workflow with direct `add_line_item`; the two merged without conflict.

Fixed `sync.sh`: added Phase 5b (copy `.claude/commands/*.md` → `~/.claude/commands/`), which
closed a ~3-week drift where the global command set lagged the repo (e.g. `/syncro` was stale, and
`feature-request`/`forum-post`/`inject-standards`/`shape-spec` were missing globally). Also fixed
the long-standing untracked-only detection bug (switched `git diff-index --quiet HEAD --` to
`[ -n "$(git status --porcelain)" ]` in both the repo and vault blocks) and guarded the change
with a `.gitignore` entry for 54 MB of datto BSOD dumps so the fix would not sweep them into git.

Reconciled the Syncro memory set with the add_line_item switch, fixed the `UserPromptSubmit` hook
(which had been erroring on BEAST and silently swallowing coord messages), and resolved a
contradiction in Rob's Syncro scope (full access granted and revoked simultaneously) — Mike's call:
full Syncro including billing.

### Key Decisions
- **Bot asks questions in plain text, not via AskUserQuestion** — the tool does not render in
  Discord; a posted question + the persistent thread session is the mechanism.
- **#bot-alerts helper reads the token from the vault first, `.env` fallback** — so it works on any
  machine (Howard's, DESKTOP), not just BEAST where the `.env` lives. Soft-fails (exit 0) so a
  Discord outage never breaks a Syncro write.
- **Fixed the root cause of command drift in `sync.sh` (Phase 5b)** rather than just re-copying once
  — the automated script had skipped the doc's "copy to global" step entirely.
- **Gitignored the datto dumps instead of letting the sync fix commit them** — 54 MB of binary
  memory dumps do not belong in a config repo; ignoring keeps them as local working files.
- **Reconciled rather than deleted obsolete timer memories** — followed Mike's keep-and-mark-
  SUPERSEDED pattern; `timer_response_shape` retained as HISTORICAL for the rare manual-timer case.
- **Hook now uses `$CLAUDE_PROJECT_DIR`/`$HOME/ClaudeTools` + trailing `true`** — robust on every
  machine and never exits non-zero on a missing script.
- **Rob gets full Syncro incl. billing** (Mike's decision) — removed the contradicting CANNOT line.

### Problems Encountered
- **Global slash commands were ~3 weeks stale** (`/syncro` and others). Root cause: `sync.sh` never
  ran the doc's Phase-3 copy-to-global step. Fixed by adding Phase 5b; verified it synced 8 commands.
- **`UserPromptSubmit` hook exited 1 on every prompt** — it only probed `D:/claudetools` and
  `C:/claudetools`, neither of which exists on BEAST (repo at `C:/Users/guru/ClaudeTools`). The
  failing hook had also been **silently skipping coord-message delivery**; fixing it surfaced a
  previously-undelivered informational message from `Mikes-MacBook-Air/claude-main` (re: radio show
  notes already synced 2026-05-16). Message auto-marked read by `check-messages.sh`.
- **`sync.sh` untracked-only detection bug** — brand-new files with no tracked changes were silently
  skipped. Fixed; required gitignoring the datto dumps first to avoid a 54 MB commit.
- **Rob's Syncro scope self-contradicted** — CAN list granted full Syncro incl. billing, CANNOT list
  forbade billing actions. Surfaced to Mike; resolved to full access.
- **Two pushes rejected (non-fast-forward)** mid-session as DESKTOP pushed concurrently; resolved
  each with `git pull --rebase origin main` then push (clean rebases, no conflicts).

### Configuration Changes
- `projects/discord-bot/DISCORD_CLAUDE.md` — questions-allowed + headless + Task Loop rewrite;
  identity table (Mike/Howard/Winter/Rob IDs); Rob Syncro scope contradiction removed.
- `.claude/scripts/post-bot-alert.sh` — NEW. Posts to #bot-alerts via Discord REST; vault/`.env`
  token resolution; soft-fail.
- `.claude/commands/syncro.md` — "Post to #bot-alerts" section, Hard Rules pointer, billing step 17
  (coexists with Mike's add_line_item overhaul).
- `.claude/scripts/sync.sh` — Phase 5b (commands → global); untracked-only detection fix (repo + vault).
- `.gitignore` — exclude `clients/internal-infrastructure/datto-bsod-case-2026-05-16.zip` + extracted folder.
- `.claude/settings.json` — `UserPromptSubmit` hook command rewritten (`$CLAUDE_PROJECT_DIR`/`$HOME` + `true`).
- Memory: `MEMORY.md` index + `feedback_syncro_timer_first.md` (already by Mike), `feedback_syncro_timer_response_shape.md` (HISTORICAL), `feedback_syncro_labor_type.md`, `feedback_syncro_warranty_product.md`, `project_sync_script_bug.md` (RESOLVED).
- `clients/valleywide/.../D-drive-folders-2026-05-16.csv`, `D-drive-scan-2026-05-16.csv` — committed as client analysis.

### Credentials & Secrets
- No new credentials created or rotated. The Discord bot token is in the vault at
  `projects/discord-bot/bot-token.sops.yaml`, field `credentials.bot_token` (value not reproduced);
  `post-bot-alert.sh` reads it at runtime. Bot `.env` (gitignored) holds `DISCORD_TOKEN` as fallback.

### Infrastructure & Servers
- **Bot service:** `ClaudeToolsDiscordBot` (NSSM, Automatic) on BEAST (GURU-BEAST-ROG); nssm at
  `C:\Users\guru\AppData\Local\Microsoft\WinGet\Links\nssm.exe`; cwd `C:/Users/guru/ClaudeTools`;
  model `claude-sonnet-4-6`; logs `projects/discord-bot/logs/{stdout,stderr}.log`.
- **Discord:** guild Arizona Computer Guru `624663750603046913`; #bot-alerts channel `624710699771232265`.
- **Discord user IDs:** Mike `264814939619721216`, Howard `624667664501178379`,
  Winter `624666486362996755` (@Winter), Rob `261978810713505792`.
- **Syncro:** `https://computerguru.syncromsp.com` (links `/tickets/<id>`, `/customers/<id>`, `/invoices/<id>`).
- **Coord API:** `http://172.16.3.30:8001/api/coord` (messages auto-marked read by the hook).

### Commands & Outputs
- `nssm restart ClaudeToolsDiscordBot` — used after each `DISCORD_CLAUDE.md` change (system_prompt loads at start).
- Bot DM/channel test: `POST /users/@me/channels` then `POST /channels/<id>/messages` (HTTP 200).
- `bash .claude/scripts/post-bot-alert.sh "<msg>"` → `[OK] posted to #bot-alerts (message_id=...)`.
- Hook repro: the old command exited `1` on BEAST; new command exits `0` in all scenarios (verified).

### Pending / Incomplete Tasks
- **`/sync` doc vs `sync.sh` mismatch** — the skill doc says "stage by name, never `git add -A`"
  but the script still uses `git add -A` (gated by `.gitignore`). Harmless now; left for Mike to
  decide whether to align the script or the doc.
- Optional: clean up legacy "time entry" wording in any remaining Syncro memories not touched here.

### Reference Information
- Commits (this interactive session, post-rebase): `c5474cd`, `8a6695b`, `9fb16a7`, `81eea11`,
  `8973229`, `6c47606`, `34a0d73`, `34e61b2`, `a201140`, `0897e5e`, `5facce2`, `8538ddf`, `eda8420`.
- Related DESKTOP commits (Mike, parallel): Syncro overhaul `64a0ba7`/`90748d0`/`ce38304`;
  Rob Limited-Operator buildout `67dd7a4`/`063b209`/`8e8a18c`.
- Helper: `.claude/scripts/post-bot-alert.sh`. Bot rules: `projects/discord-bot/DISCORD_CLAUDE.md`.

---

## Update: 13:10 PT — Syncro estimate workflow + skill update

### User
- **User:** Mike Swanson (mike) — via Discord Bot
- **Machine:** GURU-BEAST-ROG (Discord Bot service)
- **Role:** admin
- **Session Span:** ~13:00–13:10 PT (Discord thread: #Create new test estimate for a i7 workstation from Bestbuy)

### Session Summary

Mike requested a test estimate in Syncro for an i7 workstation sourced from Best Buy with a $200 markup. The bot first searched Best Buy for current i7 desktop listings (web scraping was blocked by Best Buy, so product data was gathered via web search), producing a list of seven candidates across ASUS, Lenovo, and HP covering prices from $649.99 to ~$1,099. Mike selected option #1: ASUS V500 Desktop (V500MVC-I71TB), Intel Core i7, 16GB RAM, 1TB SSD, $649.99 Best Buy price, $849.99 sell price with the $200 markup.

The estimate was created in Syncro under Arizona Computer Guru (internal test account). During line item creation, a Syncro API bug was encountered: POST `/estimates/{id}/line_items` silently ignores `price_retail` for the generic hardware product (32252), creating the line at $0. This was resolved by following the POST with a PUT to the line item endpoint, which correctly set the price to $849.99. A separate total-recalculation issue was also encountered: the estimate's `total` field does not update after line item changes until the estimate itself is touched via a PUT. After the PUT touch, the total correctly showed $849.99 + $73.95 tax = $923.94.

After the estimate was complete, Mike noted that the standard workflow requires every estimate to have an associated ticket with a private (hidden) note containing links. A ticket (#32316) was created under Arizona Computer Guru, a hidden comment was posted with the estimate link, Best Buy product link, and cost breakdown, and the estimate was linked to the ticket via PUT. The skill file was then updated to encode this as a hard workflow requirement, document the hardware line item price bug and fix pattern, update the bot alert format (single post with both ticket and estimate links), and add the estimate URL to the bot-alerts link table.

### Key Decisions

- Selected ASUS V500 (V500MVC-I71TB) as the test unit — lowest price point ($649.99) with current 14th-gen i7, making it the cleanest baseline for estimate testing.
- Used Arizona Computer Guru (customer ID 15353550) as the internal test account rather than creating a dummy customer.
- Followed POST line item with PUT price fix rather than retrying POST with different field names — per hard rules, alternative payload formats are not to be tried; PUT is the documented update path.
- Bot alert for estimates now sends a single message with both ticket and estimate links, per Mike's direction.

### Problems Encountered

- **Best Buy scraping blocked:** WebFetch timed out or socket-closed on all Best Buy product URLs. Resolved by using web search to gather product names, SKUs, and prices from search result snippets and cached review pages.
- **Estimate line item price $0 on POST:** Syncro's POST `/estimates/{id}/line_items` does not apply `price_retail` for hardware product 32252. Resolved with a follow-up PUT to `/estimates/{id}/line_items/{id}` passing both `price` and `price_retail`. Documented in skill as a hard rule with example.
- **Estimate total not recalculating:** After the PUT price fix, GET /estimates still showed total $0.0. Resolved by doing a no-op PUT on the estimate itself (sending the same name) to trigger server-side recalculation. Total correctly updated to $923.94.
- **Ticket + private note not created initially:** The estimate workflow was executed without a ticket, which Mike flagged as missing. Ticket and private note were created after the fact and the skill was updated to make this mandatory going forward.

### Configuration Changes

- **Modified:** `.claude/commands/syncro.md`
  - Estimate section rewritten as a mandatory 4-step workflow (estimate → line items + price fix → ticket + private note → link + bot alert)
  - Documented hardware line item price bug (POST ignores price_retail, requires PUT fix)
  - Documented estimate total recalculation requirement (PUT touch)
  - Bot-alerts link table updated to include estimate URL format
  - Added estimate bot alert example (single post, both ticket and estimate links)

### Credentials & Secrets

- No new credentials. Mike's Syncro API key used (hardcoded in skill): `T259810e5c9917386b-52c2aeea7cdb5ff41c6685a73cebbeb3`

### Infrastructure & Servers

- Syncro PSA API: `https://computerguru.syncromsp.com/api/v1`

### Commands & Outputs

```bash
# Estimate created
POST /estimates → estimate ID 23967407, number #7188

# Line item created at $0 (bug)
POST /estimates/23967407/line_items → line_item ID 124969387, price: "0.0"

# Line item deleted and re-added — still $0
DELETE /estimates/23967407/line_items/124969387
POST /estimates/23967407/line_items → line_item ID 124969416, price: "0.0"

# Price fixed via PUT
PUT /estimates/23967407/line_items/124969416 {"price": 849.99, "price_retail": 849.99}
→ price: "849.99" [OK]

# Estimate total recalculated via touch PUT
PUT /estimates/23967407 {"name": "..."} → subtotal: "849.99", total: "923.94", tax: "73.95"

# Ticket created
POST /tickets → ticket ID 110843061, number #32316

# Private note posted
POST /tickets/110843061/comment {"hidden": true} → comment ID 412479047

# Estimate linked to ticket
PUT /estimates/23967407 {"ticket_id": 110843061} → ticket_id: 110843061 [OK]
```

### Pending / Incomplete Tasks

- None. Estimate and ticket both complete and linked.

### Reference Information

- Syncro Estimate #7188: https://computerguru.syncromsp.com/estimates/23967407
- Syncro Ticket #32316: https://computerguru.syncromsp.com/tickets/110843061
- Best Buy product: https://www.bestbuy.com/site/asus-v500-desktop-intel-core-i7-16gb-memory-1tb-ssd-dark-grey/6613707.p
- Customer: Arizona Computer Guru (ID 15353550)
- Skill updated: `.claude/commands/syncro.md`

---

## Update: 13:41 PT — Syncro estimates API: recalculation and private notes workflow

## User
- **User:** Mike Swanson (mike)
- **Machine:** DESKTOP-0O8A1RL
- **Role:** admin
- **Session Span:** ~12:00–13:41 PT (continued from prior context-compacted session)

---

## Session Summary

This session continued from a context-compacted conversation that had built test estimate #7183 on the ACG internal account and documented the Syncro estimates workflow in syncro.md. The first task on resume was adding `/syncro estimate` to the usage table in syncro.md, which had been identified as pending before compaction.

The user reported that estimate #7183 had incorrect totals in Syncro until manually triggering a recalculation in the GUI, and asked whether the API exposed a recalculate endpoint. Testing against a fresh test estimate (#7184) confirmed the stale-total behavior: after using `PUT /estimates/{id}/line_items/{id}` to set hardware prices, the estimate-level `total` and `subtotal` remain at their pre-update values on subsequent GET calls. A `POST /estimates/{id}/recalculate` endpoint returned 404. The fix is a `PUT /estimates/{id}` with any innocuous field (e.g., `{"date": "YYYY-MM-DD"}`), which triggers server-side recalculation — the PUT response and all subsequent GETs then show correct totals. Test estimate #7183 was deleted per user request; #7184 was created and deleted during testing.

The user then raised that Winter (the office manager) attaches private notes with purchase links to each line item on estimates. Investigation found that the estimate model has no notes surface via API: `POST /estimates/{id}/notes` and `/comments` both return 404, and `note`/`private_note`/`notes`/`body` fields passed to `PUT /estimates/{id}` are silently ignored and not stored. The solution is to always create a ticket first and link the estimate to it via `ticket_id`. Private notes can then be added to the ticket using `POST /tickets/{id}/comment` with `hidden: true, do_not_email: true`. A full end-to-end test (ticket #32315 + estimate #7187) confirmed the workflow. A key gotcha discovered during testing: the comment endpoint is `/comment` (singular) — `/comments` (plural) returns 404.

The full verified workflow (ticket → estimate → line items → hardware PUT prices → PUT recalc touch → private notes on ticket) was documented in syncro.md, replacing the prior minimal estimate code example with a complete annotated workflow template.

---

## Key Decisions

- **PUT touch for recalc rather than GET polling:** The PUT approach is synchronous — the response contains correct totals. GET after a PUT touch is also immediately correct. There is no need to poll or retry.
- **Always create ticket before estimate:** No API workaround exists for notes on standalone estimates. The ticket-first requirement is now a hard rule in the workflow, not an optional step.
- **Private notes use `do_not_email: true`:** Prevents Syncro from notifying the customer about internal sourcing notes. Combined with `hidden: true` (staff-only visibility), this matches Winter's workflow intent.
- **`/comment` vs `/comments`:** Discovered empirically — the plural form returns 404, which would silently fail in an automated workflow. Documented prominently in syncro.md.

---

## Problems Encountered

- **`POST /estimates/{id}/recalculate` returns 404:** No dedicated recalculate endpoint. Resolved by discovering the PUT-touch pattern.
- **`POST /tickets/{id}/comments` (plural) returns 404:** Initial test used the plural form by analogy with other REST APIs. The correct Syncro endpoint is `/comment` (singular). Discovered by testing both forms and comparing HTTP status codes.
- **jq parse error on comment POST:** First attempt to parse the comment response failed with `jq: parse error: Invalid numeric literal`. Root cause was the `https://` URL string in the `body` field containing `//` which caused a heredoc/shell expansion issue in the test command. Resolved by removing the URL scheme in the test payload; the actual workflow uses single-quoted heredocs which are safe.

---

## Configuration Changes

**Modified:**
- `.claude/commands/syncro.md` — Three changes:
  1. Usage table: updated `/syncro estimate` description from "Create a new estimate with line items" to "Create ticket + linked estimate with line items and private purchase notes"
  2. Estimates section: replaced minimal code example with full annotated workflow template (ticket → estimate → line items → PUT prices → PUT recalc → private notes)
  3. Added two new documented behaviors: stale-total recalc via PUT touch, and private notes via linked ticket comment endpoint

---

## Credentials & Secrets

- Syncro API key used (Mike's): `T259810e5c9917386b-52c2aeea7cdb5ff41c6685a73cebbeb3` — sourced from `msp-tools/syncro.sops.yaml` in SOPS vault

---

## Infrastructure & Servers

- Syncro PSA API: `https://computerguru.syncromsp.com/api/v1`
- Test customer: ACG internal account (customer_id: 15353550)

---

## Commands & Outputs

```bash
# Confirmed: no recalculate endpoint
POST /estimates/{id}/recalculate  -> 404

# Stale total reproduced
POST /estimates/23967344/line_items  price_retail: 500.00
# -> price: "0.0" (hardware product ignores POST price)
PUT /estimates/23967344/line_items/124967833  {"price": 500.00}
# -> price: "500.0"
GET /estimates/23967344
# -> total: "0.0", subtotal: "0.0"  (STALE)

# PUT touch fixes it
PUT /estimates/23967344  {"date": "2026-05-22"}
# -> total: "543.5", subtotal: "500.0"  (LIVE)
GET /estimates/23967344
# -> total: "543.5", subtotal: "500.0"  (correct on subsequent GETs too)

# Private notes: ticket must exist first
POST /tickets  {"customer_id": 15353550, "subject": "Estimate: ...", "status": "New", "problem_type": "Estimate"}
# -> ticket id: 110841689, number: 32315

POST /estimates  {"customer_id": 15353550, "ticket_id": 110841689, ...}
# -> estimate id: 23967371, number: 7187, ticket_id: 110841689

POST /tickets/110841689/comment  {"subject": "...", "body": "...", "hidden": true, "do_not_email": true}
# -> comment id: 412474488, hidden: true  [OK]

POST /tickets/110841689/comments  (plural -- wrong)
# -> 404
```

---

## Pending / Incomplete Tasks

None for this session. Syncro estimate workflow is fully documented and verified.

---

## Reference Information

- syncro.md: `D:/claudetools/.claude/commands/syncro.md` — Estimates section (~line 586)
- Test estimates created/deleted this session: #7183, #7184, #7185, #7186, #7187
- Test ticket created/deleted: #32315 (id: 110841689)
- ACG internal customer: https://computerguru.syncromsp.com/customers/15353550

---

## Update: 14:56 PT — Syncro billing, Instrumental Music Center #32317

### User
- **User:** Mike Swanson (mike) — via Discord Bot
- **Machine:** GURU-BEAST-ROG (Discord Bot service)
- **Role:** admin
- **Session Span:** ~14:45–14:56 PT (Discord thread: #for https://computerguru.syncromsp.com/tickets/110843950)

### Session Summary

Mike provided a summary of onsite work at Instrumental Music Center and requested the ticket be billed. The issue was a failed ethernet port on their front desk machine — the system was flapping between wifi and the bad ethernet adapter, which killed connections to their CRM (AIM). Mike disabled the ethernet adapter, confirmed the system was stable and user-tested, and plans to source a USB-to-Ethernet adapter as a permanent fix.

Ticket #32317 was identified from the URL provided. The customer (Instrumental Music Center, ID 7088508) was confirmed as a prepaid account with 11.0 hours remaining, so onsite labor product 26118 was used at 1.0 hr (no 1.5x multiplier — this was standard onsite billing, not emergency). A resolution comment was drafted via Ollama and confirmed by Mike before execution.

The billing workflow completed in order: comment posted, line item added (1.0 hr @ $175.00), invoice created ($0.00 prepaid, applied 1.0 hr from block), ticket marked Invoiced. Prepay block decremented from 11.0 to 10.0 hours as expected. Bot alert posted to #bot-alerts.

### Key Decisions

- Used product 26118 (Onsite) at 1.0 hr — Mike said "1hr onsite labor," not emergency, despite the ticket subject containing "Emergency." Billed as standard onsite against prepay block.
- Prepaid customer path: product 26118 at actual hours (not 26184 emergency product), per the documented prepaid billing rule.

### Problems Encountered

None.

### Configuration Changes

None.

### Credentials & Secrets

- Syncro API key: Mike's key (`T259810e5c9917386b-52c2aeea7cdb5ff41c6685a73cebbeb3`).
- No vault paths accessed.

### Infrastructure & Servers

- Syncro PSA: `https://computerguru.syncromsp.com/api/v1`
- Ticket: https://computerguru.syncromsp.com/tickets/110843950

### Commands & Outputs

```bash
# Ticket fetch
GET /tickets/110843950 -> #32317, customer_id: 7088508, status: New

# Customer + rate fetch
GET /customers/7088508 -> Instrumental Music Center, prepay_hours: 11.0
GET /products/26118 -> price_retail: 175.0

# Comment posted
POST /tickets/110843950/comment -> comment ID 412495852

# Line item added
POST /tickets/110843950/add_line_item -> line_item ID 42559484, price_retail: 175.0, qty: 1.0

# Invoice created
POST /invoices {ticket_id: 110843950, customer_id: 7088508} -> invoice ID 1650390094, total: 0.0

# Ticket marked Invoiced
PUT /tickets/110843950 {status: "Invoiced"} -> OK

# Prepay verified
GET /customers/7088508 -> prepay_hours: 10.0 (decremented from 11.0) [OK]
```

### Pending / Incomplete Tasks

- Source USB-to-Ethernet adapter for Instrumental Music Center front desk machine (Mike tracking offline).

### Reference Information

- Syncro Ticket #32317: https://computerguru.syncromsp.com/tickets/110843950
- Customer: Instrumental Music Center (ID 7088508)
- Invoice ID: 1650390094
- Prepay remaining: 10.0 hrs
- Bot alert message ID: (posted to #bot-alerts)

---

## Update: 15:17 PT — Syncro estimate #7189 (i5 laptop + UPS) + skill success criteria

### User
- **User:** Winter (@winterguru, ID: 624666486362996755) + Mike Swanson (ID: 264814939619721216) — via Discord Bot
- **Machine:** GURU-BEAST-ROG (Discord Bot service)
- **Role:** Full trust (Winter), admin (Mike)
- **Session Span:** ~15:00–15:17 PT (Discord thread: #create new test estimate for an i5 laptop with 16G...)

### Session Summary

Winter requested a test estimate for an i5 laptop with 16GB RAM, 512GB SSD, and Windows 11 Pro from Best Buy, Amazon, or Newegg. The bot searched all three retailers using headless Chrome (WebFetch was bot-blocked by Best Buy and Amazon). Results surfaced seven options across all three retailers ranging from $329 (ACEMAGIC off-brand, Newegg sale) to $999.98 (Lenovo ThinkPad E16, Best Buy). Winter selected the Lenovo V15 Gen 4 Business Laptop (i5-13420H, 16GB, 512GB NVMe, Win 11 Pro) at $645 from Amazon and requested a $200 markup, putting the retail price at $845.

Estimate #7189 was created in Syncro under Arizona Computer Guru. The hardware line item was added using product 32252 and the price was fixed via PUT (POST ignores price_retail for this product — known bug). A ticket (#32318) was created and linked, and a private note with the estimate link and cost breakdown was added. The estimate total after tax was $918.52.

Winter then requested a CyberPower CP1500AVRLCD3 1500VA/900W UPS be added to the same estimate. The bot searched all three retailers for 1500VA units (Amazon returned clean results; Best Buy and Newegg required Chrome). Options presented included the APC BX1500M ($189.99 Overall Pick) and CyberPower models at $199.95–$239.95. Winter selected the CP1500AVRLCD3 at $199.95 cost and specified a flat retail price of $299.99. The line item was added to the estimate and price-fixed via PUT. Updated estimate total: $1,144.99 subtotal / $1,244.60 with tax.

Winter then asked whether the UPS had been added as a private note on the linked ticket — it had not. The bot had added a note for the laptop at initial creation but omitted a corresponding note when the UPS was added in the second pass. A second private note ("UPS Added to Estimate") was added to ticket #32318 with the UPS cost and retail breakdown.

Mike then directed the bot to add a formal success/fail criteria to the Syncro skill to prevent future omissions: the task is not done until every line item on the estimate has a corresponding private note on the linked ticket, the estimate total is verified, and a bot alert is posted. The rule was added to the Hard Rules section and a step-7 verification block was embedded in the estimate workflow code template.

### Key Decisions

- Used Lenovo V15 Gen 4 from Amazon ($645) over Best Buy options — better price-to-spec ratio, clear Amazon "Overall Pick" designation.
- Winter specified exact retail price of $299.99 for UPS (overriding the calculated 60% markup of $319.92) — honored the explicit override without recalculating.
- Success criteria added as a Hard Rule (top-level, not buried in the workflow) so it fires on both initial creation and subsequent "add item" requests — the exact scenario that failed here.
- Incident note included inline in the hard rule: "2026-05-22, UPS added to estimate #7189 without ticket note — caught by Winter."

### Problems Encountered

- **UPS private note omitted on second-pass add:** The workflow adds a private note at initial estimate creation but did not include a note step when adding subsequent items. Caught by Winter. Resolved by adding the note retroactively and updating the skill to enforce note-per-item as a success criterion going forward.
- **Best Buy and Amazon bot-blocked:** WebFetch returned HTTP 500 / socket closed. Resolved with headless Chrome (`web-fetch-chrome.py`).

### Configuration Changes

- **Modified:** `.claude/commands/syncro.md`
  - Hard Rules: added estimate success/fail criteria (4-point checklist — all items on estimate, all items have private ticket note, totals verified, bot alert posted). Incident reference included.
  - Estimate workflow: added step 7 (verification block) with bash commands to GET estimate line items and GET ticket hidden comments for comparison, plus a 4-point completion checklist.

### Credentials & Secrets

- Syncro API key: Mike's key (`T259810e5c9917386b-52c2aeea7cdb5ff41c6685a73cebbeb3`). No vault paths accessed.

### Infrastructure & Servers

- Syncro PSA: `https://computerguru.syncromsp.com/api/v1`
- Estimate: https://computerguru.syncromsp.com/estimates/23967587
- Ticket: https://computerguru.syncromsp.com/tickets/110847587

### Commands & Outputs

```bash
# Customer search
GET /customers?query=Arizona+Computer+Guru -> ID 15353550

# Estimate created
POST /estimates -> estimate ID 23967587, number #7189, status: Fresh

# Laptop line item -- $0 on POST (known bug)
POST /estimates/23967587/line_items {product_id: 32252, price_retail: 845.00} -> price: "0.0"
PUT /estimates/23967587/line_items/124973048 {price: 845.00, price_retail: 845.00} -> price: "845.0" [OK]

# Ticket created
POST /tickets {customer_id: 15353550, subject: "...", do_not_email: true} -> ticket ID 110847587, #32318

# Private note (laptop)
POST /tickets/110847587/comment {hidden: true, do_not_email: true} -> comment ID 412497088 [OK]

# Estimate linked to ticket + recalc
PUT /estimates/23967587 {ticket_id: 110847587} -> subtotal: "845.0", total: "918.52", tax: "73.52"

# UPS line item
POST /estimates/23967587/line_items {product_id: 32252, price_retail: 299.99} -> price: "0.0" (bug)
PUT /estimates/23967587/line_items/124973169 {price: 299.99, price_retail: 299.99} -> price: "299.99" [OK]

# Recalc after UPS
PUT /estimates/23967587 {name: "..."} -> subtotal: "1144.99", total: "1244.60", tax: "99.61"

# UPS private note (added retroactively after Winter caught omission)
POST /tickets/110847587/comment {subject: "UPS Added to Estimate", hidden: true} -> comment ID 412497901 [OK]
```

### Pending / Incomplete Tasks

None. Estimate, ticket, and both private notes complete. Skill updated.

### Reference Information

- Syncro Estimate #7189: https://computerguru.syncromsp.com/estimates/23967587
- Syncro Ticket #32318: https://computerguru.syncromsp.com/tickets/110847587
- Customer: Arizona Computer Guru (ID 15353550)
- Lenovo V15 Gen 4 — Amazon, $645 cost, $845 retail
- CyberPower CP1500AVRLCD3 — Amazon, $199.95 cost, $299.99 retail
- Estimate subtotal: $1,144.99 | Total with tax: $1,244.60
- Skill updated: `.claude/commands/syncro.md` (Hard Rules + workflow step 7)
- Bot alert message IDs: 1507505776221094060 (estimate), 1507506879792939048 (UPS update), 1507507122286362656 (ticket note)

---

## Update: 15:28 PT — Estimate ticket subject prefix rule + success criteria

### User
- **User:** Winter (@winterguru, ID: 624666486362996755) + Mike Swanson (ID: 264814939619721216) — via Discord Bot
- **Machine:** GURU-BEAST-ROG (Discord Bot service)
- **Role:** Full trust (Winter), admin (Mike)
- **Session Span:** ~15:20–15:28 PT (Discord thread: #create new test estimate for an i5 laptop with 16G...)

### Session Summary

Winter directed the bot to enforce a standard subject line format for estimate-linked tickets: always start with `"Estimate - "` followed by the estimate subject. The syncro.md skill was updated — the estimate ticket creation payload changed from `"subject": "Estimate: <subject>"` (colon) to `"subject": "Estimate - <subject>"` (dash). The change was committed (commit `11647cb`).

Winter then requested that ticket #32318 (created in the prior session without any prefix) be updated retroactively. The current subject was confirmed as `"Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro"`. After Winter confirmed the proposed new subject, a PUT updated it to `"Estimate - Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro"`. Bot alert posted to #bot-alerts.

Mike then asked why the subject was wrong the first time. The answer: the prefix rule (`"Estimate: <subject>"`) was already in the skill when the ticket was created — the bot simply did not follow it. Bot execution error, not a missing rule.

Mike then directed the prefix check to be added as a formal success criterion. The rule was added in two places in syncro.md: (1) the Hard Rules "Estimate task success criteria" block as criterion [4] (with a self-correction step: PUT the ticket subject if the check fails), and (2) the inline workflow checklist at step 7 as `[4]`. Bot-alert criterion renumbered to [5]. Committed (commit `e9dac65`).

### Key Decisions

- Subject prefix uses a dash (`Estimate - `) not a colon — Winter's explicit format preference.
- Self-correction included in the success criterion: if the subject check fails at completion time, the skill corrects it with a PUT before reporting done rather than just surfacing a warning.
- Criterion added to both the Hard Rules block (fires on every estimate, catches add-item requests) and the inline workflow checklist (enforces at completion time) for redundancy.

### Problems Encountered

- None this sub-session. Root cause of the original missing prefix was bot non-compliance with an existing rule.

### Configuration Changes

- **Modified:** `.claude/commands/syncro.md`
  - Estimate ticket creation payload: `"Estimate: <subject>"` → `"Estimate - <subject>"` (commit `11647cb`)
  - Hard Rules: estimate success criteria block — added criterion [4] (ticket subject starts with `Estimate - `, self-correct if not); bot-alert criterion renumbered to [5]
  - Estimate workflow step 7 checklist: added `[4]` (ticket subject check); bot-alert renumbered to `[5]` (commit `e9dac65`)

### Credentials & Secrets

- Syncro API key: Mike's key (`T259810e5c9917386b-52c2aeea7cdb5ff41c6685a73cebbeb3`). No vault paths accessed.

### Infrastructure & Servers

- Syncro PSA: `https://computerguru.syncromsp.com/api/v1`
- Ticket #32318: https://computerguru.syncromsp.com/tickets/110847587

### Commands & Outputs

```bash
# Ticket subject before
GET /tickets/110847587 -> subject: "Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro"

# Subject corrected
PUT /tickets/110847587 {"subject": "Estimate - Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro"}
-> .ticket.subject: "Estimate - Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro" [OK]
```

### Pending / Incomplete Tasks

None.

### Reference Information

- Commits: `11647cb` (subject format: colon → dash), `e9dac65` (success criteria: subject check)
- Ticket #32318: https://computerguru.syncromsp.com/tickets/110847587
- Skill: `.claude/commands/syncro.md`
- Bot alert message ID: 1507509925939777709

---

## Update: 17:40 PT — GuruRMM v0.6.27: user-session execution context

## User
- **User:** Mike Swanson (mike)
- **Machine:** DESKTOP-0O8A1RL
- **Role:** admin
- **Session span:** ~17:00–17:40 PT

---

## Session Summary

This session implemented user-session (non-SYSTEM) command execution in GuruRMM. An explore pass of the codebase revealed the feature was already ~80% complete: the agent side had a full `CommandContext` enum (`System` | `UserSession`), WTS token impersonation via `CreateProcessAsUserW` in `agent/src/watchdog/wts.rs`, a named pipe IPC path through the watchdog, and a dispatch branch in `execute_command()` that routes on context. The gap was entirely on the server side — `SendCommandRequest`, the server-side `CommandPayload`, and the DB `commands` table had no `context` field, so the agent always defaulted to `System`.

The Coding Agent wired the gap across all four layers: a new migration (`041_add_command_context.sql`) adds a `context TEXT NOT NULL DEFAULT 'system'` column; a `CommandContext` enum was added to `server/src/api/commands.rs` mirroring the agent's definition exactly (same `snake_case` serde, same `Default = System`) so the wire format is identical; `SendCommandRequest` gained an `Option<CommandContext>` field defaulting to `System` for backward compatibility; and `CommandPayload` in `server/src/ws/mod.rs` gained a `context: String` field with `#[serde(default = "default_command_context")]` so agents running before this change continue to receive `"system"` without error. The dashboard (`CommandTerminal.tsx`) gained a System/Active User Session radio toggle with an amber warning, and `Commands.tsx` shows an amber "User Session" badge in command history. A Linux/macOS stub in the agent returns exit code 1 with a clear error string rather than panicking, satisfying the agent parity rule.

The commit (`7b61ada`) was pushed to Gitea, triggering the build pipeline. Both Linux agent (86s) and Windows agent (Pluto MSVC) compiled with warnings only — no errors. The build completed as v0.6.27 in 374s total, Docker image pushed, server restarted. Coord lock released, all three components updated to `deployed 0.6.27`.

---

## Key Decisions

- **Option A (auto-select active console session) over Option B (user picks session):** For MSP workstation context, `WTSGetActiveConsoleSessionId` is the right call 95% of the time. Multi-user terminal server selection can be added later if a customer needs it.
- **`CommandContext` enum defined independently on server side:** Rather than sharing a crate, the enum is duplicated with identical `serde` attributes. The wire format (`"system"` / `"user_session"`) is the contract — source duplication avoids a crate dependency between server and agent build targets.
- **`#[serde(default)]` on `CommandPayload.context`:** Ensures agents on the previous version that receive a `CommandPayload` without a `context` field still work correctly, defaulting to `"system"`.
- **Linux/macOS stub returns proper `CommandOutput` with exit code 1:** Satisfies the agent parity rule (Windows + Linux + macOS in same change) without a panic. Clear error message tells the tech exactly what's unsupported and why.

---

## Problems Encountered

- **First Coding Agent run used worktree isolation but changes were lost:** The agent prompt said "do not commit — coordinator will handle git." Worktrees are cleaned up if there are no commits, so the changes were discarded. Re-ran with explicit instruction to commit to the worktree branch. Second run succeeded.

---

## Configuration Changes

**GuruRMM repo (`azcomputerguru/gururmm`, commit `7b61ada`):**
- `server/migrations/041_add_command_context.sql` — NEW: adds `context` column to `commands` table with `DEFAULT 'system'`
- `server/src/db/commands.rs` — `context: String` added to `Command` and `CreateCommand` structs; INSERT updated to bind context as `$6`
- `server/src/api/commands.rs` — `CommandContext` enum + `as_str()` added; `context: Option<CommandContext>` added to `SendCommandRequest`; `send_command()` resolves and passes context through
- `server/src/ws/mod.rs` — `context: String` field added to `CommandPayload` with serde default; set on re-dispatch of queued commands
- `agent/src/transport/websocket.rs` — `#[cfg(windows)]` and `#[cfg(not(windows))]` branches added around `UserSession` dispatch; Linux/macOS returns error string
- `dashboard/src/api/client.ts` — `CommandContext` type alias; `context` field on `Command` interface and `commandsApi.send()`
- `dashboard/src/components/CommandTerminal.tsx` — context state + radio toggle + amber warning + User Session badge in history
- `dashboard/src/pages/Commands.tsx` — amber "User Session" badge in command list view

**claudetools repo:**
- `projects/msp-tools/guru-rmm` — submodule bumped to `7b61ada` (v0.6.27)

---

## Credentials & Secrets

None accessed or created.

---

## Infrastructure & Servers

- GuruRMM server: 172.16.3.30:3001 — restarted as v0.6.27 after build
- Pluto build server: 172.16.3.36 (Windows MSVC) — used for agent `.exe` compilation
- Docker registry: 172.16.3.20:3000/azcomputerguru/gururmm-agent:0.6.27

---

## Commands & Outputs

```
# Build result
2026-05-23 00:39:57 - === Build complete: v0.6.27 — total 374s ===
# Linux agent: 86s, Windows agent: ~288s via Pluto

# Coord lock
POST /api/coord/locks → id: 17959962-48f5-4209-b1c7-c66f9f2b44d3
DELETE /api/coord/locks/17959962-48f5-4209-b1c7-c66f9f2b44d3 → released

# Component updates
PUT /api/coord/components/gururmm/server → deployed 0.6.27
PUT /api/coord/components/gururmm/agents → deployed 0.6.27
PUT /api/coord/components/gururmm/dashboard → deployed 0.6.27
```

---

## Pending / Incomplete Tasks

- **Linux/macOS user-session execution (Phase 2):** Current stub returns an error. Real implementation would need `su -c` / `runuser` (Linux) or `launchctl asuser` (macOS). No timeline set.
- **Multi-session selection (Option B):** If a customer runs terminal servers with multiple concurrent users, the current auto-select-console approach will not be sufficient. Deferred.

---

## Reference Information

- GuruRMM commit: `7b61ada` — `feat(commands): wire user-session execution context through server, DB, and dashboard`
- Build log: `/var/log/gururmm-build.log` on 172.16.3.30
- Docker image: `172.16.3.20:3000/azcomputerguru/gururmm-agent:0.6.27`
- Dashboard: https://rmm.azcomputerguru.com
- Key agent files: `agent/src/watchdog/wts.rs`, `agent/src/watchdog/pipe.rs`, `agent/src/transport/websocket.rs:889`

---

## Update: 20:17 PT — GuruRMM dashboard wizard, server build, user_session validation

- **User:** Mike Swanson (mike)
- **Machine:** DESKTOP-0O8A1RL
- **Role:** admin
- **Session span:** ~18:00–20:17 PT (continuation — earlier context covered VPN + feature coding)

---

### Session Summary

This update covered the final shipping phase for two GuruRMM features coded in the prior context window: the client+site creation wizard (`ClientSiteWizard.tsx`) and site delete. A mandatory code review was run on all four changed dashboard files (wizard component, Clients.tsx, Sites.tsx, ClientDetail.tsx). The review approved with one UX fix: the standalone "Add Site" flow in Sites.tsx was silently discarding the API key returned at site creation time. The fix wired that key into the existing `ApiKeyModal` (same path the key regeneration flow already uses). A redundant `as CreateSiteResponse` type cast was also removed from the wizard. Both changes committed, dashboard pushed to `azcomputerguru/gururmm` at `ecf3714`.

Agent version was bumped to 0.6.28 in `agent/Cargo.toml` and pushed (`7c62470`). The version bump was needed to activate the `user_session` command context feature (WTS token impersonation, added in `7b61ada`). Mike asked whether the server build was manual — confirmed yes, then noted that the dashboard and user_session server-side changes from `7b61ada` also needed a server rebuild. The server build via `build-server.sh` failed on two compile errors: `tower::limit::ConcurrencyLimitLayer` referenced without the `limit` feature enabled, and `db::CreateCommand` missing the new `context` field in `user_inventory.rs`. Both fixed directly on the server, committed as `bd78e5c`, and the build completed (v0.3.3, 4m 30s). Database migration 041 (`add_command_context`) was applied. Server fix commit pushed back to Gitea.

The Gitea webhook triggered a parallel Linux + Pluto (Windows x64/x86 + tray + MSI) agent build. The full build completed in 28 seconds (sccache hot). Windows binaries were signed and deployed to `/var/www/gururmm/downloads/`. Agent on DESKTOP-0O8A1RL reported `agent_version: 0.6.28`. Initial `user_session` test returned `failed` / exit code -1. DB inspection of `stderr` revealed the cause: the GuruRMMWatchdog service was running an older binary that did not know the `RunInUserSession` command variant. A system-context command restarted the watchdog service, which loaded the new binary. Retesting immediately confirmed `user_session` working: `stdout: "azuread\mikeswanson\r\n"`.

Throughout testing, the GuruRMM API appeared to return null `output`/`error` fields for all commands. This was a false alarm — the actual field names in the API response are `stdout`/`stderr`. The jq filter used during testing was querying the wrong field names, producing null. The DB was always storing output correctly.

The watchdog-not-updated bug was patched in the updater: `agent/src/updater/mod.rs` now stops and restarts `GuruRMMWatchdog` after the binary is replaced on disk and before the main service restarts (Step 6.5). This ensures future updates keep the watchdog in sync with the agent. Fix committed and pushed as `9db5f88`, will ship as part of 0.6.29 in the next build.

---

### Key Decisions

- **Fix Sites.tsx create flow to show API key** — the code review found that the standalone Add Site modal discarded the `api_key` returned by the server at creation time. Since the `ApiKeyModal` already existed for the regenerate-key flow, wiring it to the create flow was a one-line fix. The wizard already handled this correctly.
- **Fix server compile errors directly on server, then push to Gitea** — rather than fixing locally and waiting for the webhook to rebuild, fixed on the server to unblock the build immediately. Committed and pushed so Gitea stays the source of truth.
- **Restart watchdog manually as immediate unblock** — rather than waiting for a code fix + rebuild cycle to test `user_session`, restarted the watchdog service via RMM command to load the current binary. This validated the feature immediately and separated the "does it work" question from the "will it survive updates" question.
- **Watchdog restart inserted before `restart_service()` in updater** — placement chosen so the new watchdog binary is running before the main service restarts, giving it time to open its named pipe server before the restarted agent tries to connect via IPC.

---

### Problems Encountered

- **Server compile error: `tower::limit` feature missing** — `src/api/mod.rs` imported `tower::limit::ConcurrencyLimitLayer` but `server/Cargo.toml` only had `features = ["util", "timeout"]` for tower. Fixed: added `"limit"` to tower features. Applied via `sed -i` directly on server.
- **Server compile error: `CreateCommand` missing `context` field in `user_inventory.rs`** — `7b61ada` added `context: String` to `CreateCommand` but `src/api/user_inventory.rs:166` was not updated. Fixed: added `context: "system".to_string()` to the struct literal.
- **user_session failed: watchdog parse error** — GuruRMMWatchdog service was running an older binary. The serde tag-based `WatchdogCommand` enum on the running watchdog did not include `RunInUserSession`, causing a parse error on the pipe. Resolution: restarted the watchdog service via an RMM system-context command.
- **Output appeared null in all API responses** — jq filter used `{status, output, error, exit_code}` but the actual API fields are `stdout` and `stderr`. jq silently returns null for missing keys. DB queries confirmed output was always stored correctly.

---

### Configuration Changes

**`azcomputerguru/gururmm` repo (commits ecf3714 → 9db5f88):**
- `dashboard/src/components/ClientSiteWizard.tsx` — new file; 4-step client+site creation wizard
- `dashboard/src/pages/Clients.tsx` — "Add Client" opens wizard; edit uses separate modal
- `dashboard/src/pages/Sites.tsx` — delete action + two-step inline confirm; create flow now shows API key via ApiKeyModal
- `dashboard/src/pages/ClientDetail.tsx` — sites tab gets delete action with agent count warning
- `agent/Cargo.toml` — version bumped 0.6.27 → 0.6.28
- `server/Cargo.toml` — tower features added `"limit"` (`bd78e5c`, fixed on server)
- `server/src/api/user_inventory.rs` — `CreateCommand` struct literal added `context: "system".to_string()` (`bd78e5c`)
- `agent/src/updater/mod.rs` — Step 6.5 added: stop/start `GuruRMMWatchdog` after binary replacement on Windows (`9db5f88`)

**Live server (172.16.3.30):**
- `/opt/gururmm/gururmm-server` — rebuilt as v0.3.3
- `gururmm` PostgreSQL DB — migration 041 (`add_command_context`) applied
- `/var/www/gururmm/downloads/` — new 0.6.28 binaries: windows-amd64, windows-x86, tray, base MSI (signed)

---

### Credentials & Secrets

No new credentials created this session. Existing credentials used:
- GuruRMM API auth: `claude-api@azcomputerguru.com` / `ClaudeAPI2026!@#` (vault: `projects/gururmm/api-server.sops.yaml`)
- Server SSH: `guru@172.16.3.30` — key auth (`~/.ssh/id_ed25519`)
- PostgreSQL (gururmm DB): `gururmm:43617ebf7eb242e814ca9988cc4df5ad@localhost:5432/gururmm` (vault: `projects/gururmm/database.sops.yaml`)

---

### Infrastructure & Servers

| Host | IP | Role |
|------|----|------|
| gururmm-server | 172.16.3.30 | GuruRMM API (Rust/Axum v0.3.3), PostgreSQL, build trigger, downloads |
| Pluto | 172.16.3.36 | Windows build server (cargo + WiX MSI); SSH as `Administrator@172.16.3.36` |
| Gitea | 172.16.3.20:3000 | `azcomputerguru/gururmm` repo; webhook ID 1 triggers `/opt/gururmm/build-agents.sh` |
| DESKTOP-0O8A1RL | local | Mike's machine; test agent `c043d9ac-4020-4cab-a5f4-b90213d11e73`; confirmed user_session working |

Agent services on DESKTOP-0O8A1RL:
- `GuruRMMAgent` — main agent (0.6.28)
- `GuruRMMWatchdog` — watchdog (manually restarted to 0.6.28 this session)

---

### Commands & Outputs

**Server build (after compile fixes):**
```
=== Server Build Complete: v0.3.3 ===
[OK] Server deployed and running
```

**Agent build (webhook, 0.6.28):**
```
2026-05-23 01:55:22 - === Build complete: v0.6.28 — total 28s ===
```

**Migration verify:**
```
41/installed add command context
```

**user_session test (after watchdog restart):**
```sql
SELECT status, exit_code, stdout, context FROM commands WHERE id='5c6283d2-...';
 completed | 0 | azuread\mikeswanson\r\n | user_session
```

**Watchdog old-binary error (from DB stderr):**
```
Parse error: unknown variant `RunInUserSession`, expected one of
`RestartMainService`, `SuppressMonitoring`, `StopSelf`, `PerformUpdate`, `UpdateConfig`
```

---

### Pending / Incomplete Tasks

- **BridgettePSHomeComputer (Peaceful Spirit)** — still offline. When online: run full VPN deployment script via RMM, then admin must run `Set-VpnConnection -L2tpPsk` interactively. See `clients/peaceful-spirit/session-logs/2026-05-22-session.md`.
- **Agent 0.6.29** — watchdog restart fix (`9db5f88`) needs to be built by Pluto. Build triggered on push; verify `gururmm-agent-windows-amd64-0.6.29.exe` exists in downloads once pipeline completes.
- **Pre-login VPN verification (Peaceful Spirit)** — confirm VPN auto-connects at Windows login screen on Maras-HP-Laptop and PST-SURFACE.

---

### Reference Information

- **GuruRMM Gitea repo:** `http://172.16.3.20:3000/azcomputerguru/gururmm`
- **Commits this session:** `ecf3714` (dashboard), `7c62470` (agent 0.6.28 bump), `bd78e5c` (server compile fixes), `9db5f88` (watchdog restart in updater)
- **Build log:** `/var/log/gururmm-build.log` on 172.16.3.30
- **Agent test ID (DESKTOP-0O8A1RL):** `c043d9ac-4020-4cab-a5f4-b90213d11e73`
- **Dashboard:** https://rmm.azcomputerguru.com
- **Watchdog service name:** `GuruRMMWatchdog` (constant: `crate::service::windows::WATCHDOG_SERVICE_NAME`)
- **Updater fix location:** `agent/src/updater/mod.rs` lines ~208-247 (Step 6.5)
- **Server migration path:** `server/migrations/041_add_command_context.sql`

---

## Update: 20:45 PT — GuruRMM registry editor bug fix + roadmap

## User
- **User:** Mike Swanson (mike)
- **Machine:** DESKTOP-0O8A1RL
- **Role:** admin
- **Session span:** ~20:30–20:45 PT

### Session Summary

Diagnosed and fixed the "NetworkError when attempting to fetch resource" error appearing in the GuruRMM dashboard Registry tab across multiple machines. The error was occurring at the browser network level — not a server error, not a timeout, not a CORS failure.

Investigation started by confirming CORS preflight returned HTTP 200 with correct `access-control-allow-origin: *` headers, that `rmm-api.azcomputerguru.com` was reachable (cert valid through June 30, HTTP 200 from health check), and that the registry endpoint itself worked correctly when called via curl — returning valid HKLM subkeys in under 2 seconds. The server logs showed no registry requests arriving, confirming the request was failing at the browser before reaching the server.

Inspection of the deployed dashboard bundle (`index-Dd_cSzVZ.js`, built May 20) revealed the root cause: the `registryFetch` function (minified as `w6`) used hardcoded `http://localhost:3001/api` as its base URL and `localStorage.getItem("auth_token")` as the token key. The browser blocked the request as mixed content (HTTP fetch from an HTTPS page), producing the TypeError/NetworkError. The rest of the app used the axios client correctly configured to `https://rmm-api.azcomputerguru.com`. The source in the Gitea repo already had the correct `${API_BASE_URL}` usage, but the dashboard hadn't been rebuilt since the fix was committed.

Attempted `npm run build` on the server — blocked by 5 TypeScript errors: unused imports in `AgentDetail.tsx` (`formatRelative`, `StatusBadge`, `SeverityBadge`), missing `watchdog` field on the `PolicyData` interface (AgentDetail.tsx was accessing `policy.watchdog?.check_interval_seconds` etc.), missing `Policy` type import in `AgentDetail.tsx`, an unused `BackupStatusBadge` in `MSPBackups.tsx`, and unused `CreateSiteResponse` in `Sites.tsx`. Fixed all 5 via the Coding Agent, committed (`167e59d`), rebuilt (2874 modules, 11.42s), and deployed. Verified new bundle `index-JLsRx3b8.js` has `Ac="https://rmm-api.azcomputerguru.com"` as the registry base URL. User confirmed registry editor works.

Added "Remote Registry Editor (Windows)" section to `docs/FEATURE_ROADMAP.md` marking the read-only browser as `[x]` (shipped) and listing write operations (edit value, create key, create value, delete key/value, rename, export .reg, audit log) as P2/P3 future work.

### Key Decisions

- **Skipped re-testing CORS headers with credentials** — other API calls (axios-based) all work from the same origin, proving CORS is globally configured. The "NetworkError" category of error is browser-side rejection, not server-side rejection; CORS was ruled out early.
- **Direct SSH curl test before browser debugging** — confirmed the registry endpoint worked at the server level in under 5 seconds; this immediately proved the bug was in the dashboard code, not agent or server.
- **Added `watchdog` to `PolicyData` interface rather than casting** — the correct fix is to type it properly; a cast would silence the error but not document the shape. Shape was inferred from AgentDetail.tsx usage.
- **Roadmap entry includes audit log item** — registry edits are a destructive remote action; logging who changed what is essential for MSP accountability even if it's P2 (not P1 like the edit capability itself).

### Problems Encountered

- **5 TypeScript errors blocked dashboard rebuild** — `tsc -b` is strict about unused locals and type completeness. Fixed by removing the unused imports and adding the `watchdog` field to `PolicyData`. Build was clean after.
- **`wc -l` showed 897 lines but bundle grep showed old localhost URL** — the issue was that the deployed `index.html` was loading `index-Dd_cSzVZ.js` (May 20 build) while several newer bundles existed in the assets directory. Confirmed active bundle by reading `index.html` directly.

### Configuration Changes

- `dashboard/src/api/client.ts` — Added `watchdog?` block to `PolicyData` interface
- `dashboard/src/pages/AgentDetail.tsx` — Removed unused imports (`formatRelative`, `StatusBadge`, `SeverityBadge`); added `Policy` to client.ts imports
- `dashboard/src/pages/MSPBackups.tsx` — Removed unused `BackupStatusBadge` function + dead `BackupStatusValue` type alias
- `dashboard/src/pages/Sites.tsx` — Removed unused `CreateSiteResponse` import
- `docs/FEATURE_ROADMAP.md` — Added "Remote Registry Editor (Windows)" section after "File Operations"

### Credentials & Secrets

- **GuruRMM dashboard admin:** `admin@azcomputerguru.com` / `GuruRMM2025` (vault: `projects/gururmm/dashboard.sops.yaml`)
- **JWT used for testing:** Short-lived token generated during session — expired, not recorded

### Infrastructure & Servers

- **GuruRMM server:** `172.16.3.30:3001` (HTTP direct), `https://rmm-api.azcomputerguru.com` (HTTPS via nginx, direct — not Cloudflare)
- **Dashboard:** `https://rmm.azcomputerguru.com` (behind Cloudflare)
- **`rmm-api.azcomputerguru.com` DNS:** `72.194.62.10` (direct public IP, Let's Encrypt cert valid through 2026-06-30)
- **`rmm.azcomputerguru.com` DNS:** Cloudflare IPs (`104.26.8.237`, `104.26.9.237`, `172.67.72.147`)
- **nginx config:** `/etc/nginx/sites-enabled/gururmm` — no `proxy_read_timeout` on `/api/` (default 60s)
- **Dashboard deploy path:** `/var/www/gururmm/dashboard/`
- **Gitea repo (server-side clone):** `/home/guru/gururmm`

### Commands & Outputs

```bash
# Test registry CORS preflight
curl -s -I -X OPTIONS "https://rmm-api.azcomputerguru.com/api/agents/test/registry/enumerate" \
  -H "Origin: https://rmm.azcomputerguru.com" \
  -H "Access-Control-Request-Method: POST" \
  -H "Access-Control-Request-Headers: authorization,content-type"
# Result: HTTP/1.1 200 OK, access-control-allow-origin: *

# Confirm registry endpoint works end-to-end
TOKEN="eyJ0eXAiOiJKV1Qi..."
curl -s -X POST "http://172.16.3.30:3001/api/agents/7d4f823c-f23d-40b8-ae72-b83cd2ccb09d/registry/enumerate" \
  -H "Authorization: Bearer $TOKEN" -H "Content-Type: application/json" -d '{"path":"HKLM","mode":"keys"}'
# Result: {"keys":[{"name":"BCD00000000","path":"HKLM\\BCD00000000"},{"name":"HARDWARE",...}]}

# Find hardcoded URL in deployed bundle
grep -oP '.{0,100}function w6.{0,100}' /var/www/gururmm/dashboard/assets/index-Dd_cSzVZ.js
# Result: ...http://localhost:3001/api";function $fe(){...localStorage.getItem("auth_token")...

# Build dashboard on server (after TS fix commit)
cd /home/guru/gururmm/dashboard && npm run build
# Result: 2874 modules transformed, 11.42s, no errors

# Deploy
sudo cp -r /home/guru/gururmm/dashboard/dist/* /var/www/gururmm/dashboard/
```

### Pending / Incomplete Tasks

- **Registry write operations** — roadmap entry added (P2); no implementation started
- **Peaceful Spirit VPN (BridgettePSHomeComputer)** — still needs VPN deployment when machine comes online; admin must interactively run `Set-VpnConnection -Name "Peaceful Spirit VPN" -L2tpPsk "z5zkNBds2V9eIkdey09Zm6Khil3DAZs8" -AllUserConnection -Force`
- **Pre-login VPN verification (Peaceful Spirit)** — confirm VPN auto-connects at Windows login screen on Maras-HP-Laptop and PST-SURFACE

### Reference Information

- **Commits this update:** `167e59d` (TypeScript fixes + dashboard rebuild)
- **NEPTUNE agent ID:** `7d4f823c-f23d-40b8-ae72-b83cd2ccb09d`
- **Active dashboard bundle:** `/var/www/gururmm/dashboard/assets/index-JLsRx3b8.js` (built 2026-05-23 04:08)
- **Roadmap file:** `projects/msp-tools/guru-rmm/docs/FEATURE_ROADMAP.md`
- **Registry API routes:** `POST /api/agents/:id/registry/enumerate`, `POST /api/agents/:id/registry/read`
- **Registry server code:** `server/src/api/registry.rs`
- **Registry dashboard components:** `dashboard/src/components/registry/RegistryBrowser.tsx`, `RegistryTree.tsx`, `RegistryValues.tsx`
