sync: auto-sync from DESKTOP-0O8A1RL at 2026-04-21 16:24:03

Author: Mike Swanson
Machine: DESKTOP-0O8A1RL
Timestamp: 2026-04-21 16:24:03

.claude/commands/syncro.md

@@ -58,12 +58,16 @@ API_KEY=$(sops -d D:/vault/msp-tools/syncro.sops.yaml | py -c "import sys,yaml;
 - `subject` (required for create)
 - `problem_type` (string, free-form)
 - `status` (string, one of the statuses above)
-- `priority` (string)
+- `priority` (string) — set this; leave blank only if user says not to
 - `due_date` (ISO date)
-- `user_id` (assign to tech)
+- `user_id` (assign to tech) — set this; Mike = 1735, Winter = 1737, Rob = 1760
 - `contact_id` (customer contact)
 - `ticket_type_id` (ticket category)
 
+**Always set `user_id` and `priority` on create** unless the user says otherwise. Ask if unknown.
+- Assignee = whoever worked the ticket (Mike = 1735, Winter = 1737, Rob = 1760)
+- Priority = `Normal` by default; `Urgent` for emergency/after-hours tickets
+
 #### Comments
 
 | Operation | Method | Endpoint | Body |
@@ -109,7 +113,7 @@ Two verified ways to add billable time. Both produce ticket line items that tran
 # Add
 curl -s -X POST "${BASE}/tickets/${ID}/add_line_item?api_key=${API_KEY}" \
   -H "Content-Type: application/json" \
-  -d '{"product_id": 1190473, "quantity": 0.5, "price_retail": 150.00, "name": "Labor - Remote Business", "description": "Work description"}'
+  -d '{"product_id": 1190473, "quantity": 0.5, "price_retail": 150.00, "name": "Labor - Remote Business", "description": "Work description", "taxable": false}'
 
 # Remove
 curl -s -X POST "${BASE}/tickets/${ID}/remove_line_item?api_key=${API_KEY}" \
@@ -144,6 +148,9 @@ curl -s -X POST "${BASE}/tickets/${ID}/delete_timer_entry?api_key=${API_KEY}" \
 - `product_id` — labor product ID (see list below)
 - `quantity` — decimal hours (0.5 = 30 min, 1.0 = 1 hour)
 - `price_retail` — **only price field that saves**; `price`, `retail_price`, `rate`, `price_cents` all silently ignored and leave line at $0.00
+- `taxable: false` — **always set explicitly**; labor products default to no-tax in GUI but the API applies tax if this is omitted
+
+**Do NOT remove ticket line items after invoicing.** Leave them on the ticket — the "Add/View Charges" button and billing verification by techs depends on seeing line items there.
 
 **Labor product IDs:**
 - `1190473` — Labor - Remote Business (standard remote work)