From 04684e816b21e0da219f72341f2d68a65774d513 Mon Sep 17 00:00:00 2001 From: Howard Enos Date: Wed, 27 May 2026 15:38:24 -0700 Subject: [PATCH] sync: auto-sync from HOWARD-HOME at 2026-05-27 15:38:18 Author: Howard Enos Machine: HOWARD-HOME Timestamp: 2026-05-27 15:38:18 --- projects/msp-tools/guru-rmm | 2 +- session-logs/2026-05-27-howard-session.md | 77 +++++++++++++++++++++++ 2 files changed, 78 insertions(+), 1 deletion(-) diff --git a/projects/msp-tools/guru-rmm b/projects/msp-tools/guru-rmm index 51a7e6c..a58a871 160000 --- a/projects/msp-tools/guru-rmm +++ b/projects/msp-tools/guru-rmm @@ -1 +1 @@ -Subproject commit 51a7e6c6bc2593cf952ca4737952d15c6c5713d0 +Subproject commit a58a87106fb4d363bd07cdc11ac120c62641b011 diff --git a/session-logs/2026-05-27-howard-session.md b/session-logs/2026-05-27-howard-session.md index 5f2bab8..63b2528 100644 --- a/session-logs/2026-05-27-howard-session.md +++ b/session-logs/2026-05-27-howard-session.md @@ -338,3 +338,80 @@ DONE - SIF-Laptop555 full agent UUID: `acb14901-f659-40eb-a59c-b5954de0ba7f` - Vault entry: `clients/sif-oidak/laptops.sops.yaml` (vault commit `1e2dd3c`) - GuruRMM command IDs: 554 hide-fix `9ff6c7a7`, 554 password `10a0042f`, 555 hide-fix queued `TBD`, 555 password queued `ccd1047b` + +--- + +## Update: ~2:45 PT — Chris Knight Additional Billing + Syncro Rule Corrections + +## User +- **User:** Howard Enos (howard) +- **Machine:** Howard-Home +- **Role:** tech + +### Session Summary + +Attempted to add emergency and onsite labor to Cascades ticket #32332 (Chris Knight, ticket ID 111233015) for after-hours computer setup, Outlook configuration, share mapping, and moving old Jeff data to the Accounting/Management folder. Howard requested 0.5hr emergency + 1hr onsite. + +Two billing errors were made. First, the emergency line used product `26118` (Labor - Onsite Business) with the 1.5× prepaid multiplier applied to the quantity (0.75hr), instead of product `26184` (Labor - Emergency or After Hours). Second, both line items were given invented names ("Emergency Call Setup", "Onsite Computer Setup") instead of the real product names from Syncro. Custom labor names break the Syncro→QuickBooks sync. + +Additionally, a second `POST /invoices` was created with line items specified in the body, while the ticket already had uninvoiced `add_line_item` entries. Syncro included both sets on the invoice, resulting in 4 line items (2 duplicates) and a prepay over-deduction of 3.5hrs instead of the correct 1.75hrs. Howard confirmed the emergency should also have been 0.5hr (not 0.75hr multiplied), so Winter and Mike are correcting the full ticket. + +Mike pushed updated Syncro billing rules after fixing the ticket. Key corrections: prepaid emergency uses `26184` at hours×1.5 quantity (not `26118`); labor item names must be the real product name verbatim; corrections use `update_line_item` in place to preserve the original tech's commission (user_id 1750 / Howard). Commission on the corrected lines is preserved. + +### Key Decisions + +- **Left fix to Winter/Mike:** Howard confirmed to leave the billing error for Winter to correct and not attempt further API changes. Mike fixed via `update_line_item` in place. +- **Do not create an invoice body with line items when `add_line_item` items already exist on the ticket:** The two workflows conflict — Syncro merges both onto the invoice, causing duplicates. Going forward: use `add_line_item` only, then let invoicing handle ticket items without specifying a body. + +### Problems Encountered + +- **Wrong emergency product:** Used `26118` (Onsite) instead of `26184` (Emergency or After Hours) for the emergency line. Rule updated: prepaid emergency always goes on `26184` at hours×1.5 quantity. +- **Invented labor item names:** "Emergency Call Setup" / "Onsite Computer Setup" are not Syncro products and break QB sync. Rule updated: `name` = verbatim product name; `description` = work narrative. +- **Duplicate invoice line items:** `add_line_item` ticket entries + invoice POST body entries both landed on the same invoice. Prepay deducted 3.5hr instead of 1.75hr. Balance was 27.0, went to 23.5; correct post-billing balance should be 25.25 (−0.5 emergency, −1.0 onsite). + +### Configuration Changes + +None to codebase. Three new memory files from Mike's sync commit (`a42d657`): +- `.claude/memory/feedback_syncro_emergency_billing.md` — updated: prepaid emergency → `26184` at hrs×1.5 quantity +- `.claude/memory/feedback_syncro_no_madeup_labor_items.md` — new: labor names must be real product names +- `.claude/memory/feedback_syncro_corrections_preserve_tech.md` — new: corrections use update_line_item, preserve user_id + +### Credentials & Secrets + +None new. + +### Infrastructure & Servers + +- **Cascades prepay balance:** Should be ~25.25hrs after correction (27.0 − 0.5 emergency − 1.0 onsite). Winter/Mike correcting. + +### Commands & Outputs + +``` +# Ticket 111233015 — line items added (both wrong product + wrong names) +LI1: id=42609337 name="Emergency Call Setup" qty=0.75 (WRONG — should be 26184 at 0.5) +LI2: id=42609338 name="Onsite Computer Setup" qty=1.0 (WRONG — invented name) + +# Invoice created with body items — duplicated onto invoice +Invoice 67661 (id 1650436338): 4 line items, prepay deducted 3.5hrs + +# Prepay after error: 27.0 → 23.5 (should be 25.25 after correct fix) +``` + +### Pending / Incomplete Tasks + +- **#32332 billing correction:** Winter/Mike handling — verify prepay returns to ~25.25 after fix. +- **SIF-Laptop555 queued commands:** hide-fix + password — run on next agent reconnect; verify via GuruRMM command history. +- **UAC test on SIF laptops:** Confirm credential prompt (not Close button) works for Sif user. +- **O365BP suspension at Cascades:** Mike needs to check M365 admin center. +- **MAINTENANCE-PC agent:** Still on v0.6.27; LHM fix pending agent binary update. +- **New GuruRMM agent binary (51a7e6c):** CI build and deploy pending. + +### Reference Information + +- Ticket: `https://computerguru.syncromsp.com/tickets/111233015` (internal #32332) +- Cascades customer ID: 20149445 +- Bad invoice: 67661 (id 1650436338) — 4 duplicate line items +- Mike's rule-fix commit: `a42d657` +- Emergency product: `26184` (Labor - Emergency or After Hours Business, $262.50) +- Onsite product: `26118` (Labor - Onsite Business, $175.00) +- Remote product: `1190473` (Labor - Remote Business, $150.00)