syncro: post a summary + link to #bot-alerts after every write
Add .claude/scripts/post-bot-alert.sh — reusable, soft-failing Discord poster that reads the bot token from the SOPS vault (bot-token.sops.yaml, credentials.bot_token) with a .env fallback, so it works from any machine. Wire it into the /syncro skill: a Hard Rules pointer, a billing-workflow step (17), and a "Post to #bot-alerts" reference section with the message format and ticket/invoice/customer link mapping (computerguru.syncromsp.com). Scoped to write ops (create/update/close/comment/bill/customer); reads post nothing. Best-effort — never fails the Syncro write it follows. Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
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@@ -48,6 +48,8 @@ Create, update, close, comment on, and bill tickets in Syncro PSA.
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**Always pass `"taxable": false` explicitly on labor line items.** Labor products are configured with `taxable: false` in Syncro, but `add_line_item` via API does not inherit the product's taxable setting — it posts the line item as `taxable: true` regardless. Always include `"taxable": false` in the payload to match the product's configured value.
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**After every write operation, post a summary + link to #bot-alerts.** Every ticket created, updated, closed, or commented, every billing run, and every customer created posts a one-line alert to the team's live feed in Discord. This runs AFTER the write succeeds (never before — no alert for an action that didn't happen) and applies regardless of who runs the skill or where (workstation or the Discord bot). Read-only commands (list / view / search) post nothing. Full format, link mapping, and helper call are in "Post to #bot-alerts" below.
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## Implementation
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When invoked, use the Syncro REST API via `curl`. All requests include `?api_key=<key>` as query parameter (NOT in header — Syncro uses query param auth).
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@@ -728,6 +730,11 @@ When `/syncro bill <number>` is called:
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14. Create invoice: `POST /invoices` with `{"ticket_id": N, "customer_id": N, "category": "Standard"}`
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15. Verify invoice: `GET /invoices/{id}` → confirm line items transferred. **For prepaid customers, `.invoice.total` will be $0.00 — this is correct.** The line item name is annotated "- Applied X Prepay Hours" and the block is debited. Confirm by re-fetching `customer.prepay_hours` and checking it dropped by `quantity`. For non-prepaid customers, `.invoice.total` must equal `qty × price_retail`.
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16. Update ticket status to `Invoiced`
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17. **Post to #bot-alerts** (see "Post to #bot-alerts" below): one line linking the ticket, with the invoice total (note the prepay deduction if the customer is prepaid). Example:
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```bash
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bash "$CLAUDETOOLS_ROOT/.claude/scripts/post-bot-alert.sh" \
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"[SYNCRO] Mike billed #32164 (Jerry Burger) — 1.0h remote, \$150.00 invoiced → https://computerguru.syncromsp.com/tickets/${TICKET_DB_ID}"
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```
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**If `.invoice.total` comes back $0.00** (auto-generated line item went in with null price and you missed step 13): `PUT /tickets/{id}/update_line_item` with `price_retail` on each item, then `DELETE /invoices/{bad_id}` and re-POST `/invoices`. Recovery verified on #32203 (2026-04-23).
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@@ -821,3 +828,63 @@ The two heredocs that interpolate `${TIMER_ID}` / `${LINE_ID}` / `${ID}` / `${CU
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### Integration with session logs
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When closing a ticket (`/syncro close`), offer to create a session log entry in `clients/<customer>/session-logs/` documenting what was resolved. Pull the ticket subject, comments, and resolution into a structured log.
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### Post to #bot-alerts (after every write) — MANDATORY
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After ANY successful write, post a one-line summary + a direct link to the affected item
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into the Discord `#bot-alerts` channel. This is the team's live activity feed: every ticket
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created / updated / closed / commented, every billing run, and every customer created shows
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up there with who did it and a clickable link. It runs from a workstation or from the Discord
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bot — the helper reads the bot token from the SOPS vault, so it works on any machine.
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**Scope — write operations only.** Pure reads (`/syncro` list, `ticket <n>` view, `search`,
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`customers` search) create nothing and post no alert. Post only after the write call returns
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success — never announce an action that did not complete.
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**Helper** (soft-fails if Discord is down; never blocks the workflow):
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```bash
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bash "$CLAUDETOOLS_ROOT/.claude/scripts/post-bot-alert.sh" "<message>"
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```
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**Message format:** `[SYNCRO] <Tech> <action> <entity> — <short summary> → <link>`
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- `<Tech>` is the Syncro user from the Attribution table (the `identity.json` user running
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the skill): `mike` → Mike, `howard` → Howard, etc.
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- One line. Display the ticket **number** (`#32164`) in the text, but build the link from the
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numeric **id** (`.ticket.id`), not the number.
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**Link by entity** (subdomain `computerguru.syncromsp.com`):
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| Entity affected | Link |
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|---|---|
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| Ticket — create / update / close / comment | `https://computerguru.syncromsp.com/tickets/<ticket.id>` |
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| Invoice — created during billing | `https://computerguru.syncromsp.com/invoices/<invoice.id>` |
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| Customer — created | `https://computerguru.syncromsp.com/customers/<customer.id>` |
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| Comment / timer / line item on a ticket | link to the parent ticket |
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For a billing run that touches both a ticket and an invoice, send ONE alert: link the ticket
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and state the invoice total (and prepay deduction if the customer is prepaid).
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**Examples:**
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```bash
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# Ticket created
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bash "$CLAUDETOOLS_ROOT/.claude/scripts/post-bot-alert.sh" \
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"[SYNCRO] Howard created ticket #32301 (Desert Auto Tech — \"Server won't boot\") → https://computerguru.syncromsp.com/tickets/12350"
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# Ticket closed + billed (one alert)
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bash "$CLAUDETOOLS_ROOT/.claude/scripts/post-bot-alert.sh" \
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"[SYNCRO] Mike closed + invoiced #32164 (Jerry Burger) — 1.0h remote, \$150.00 → https://computerguru.syncromsp.com/tickets/12345"
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# Prepaid billing (zero-dollar invoice is correct — note the deduction)
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bash "$CLAUDETOOLS_ROOT/.claude/scripts/post-bot-alert.sh" \
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"[SYNCRO] Mike billed #32203 (Desert Auto Tech) — 1.5h onsite, applied 1.5 prepay hours, \$0.00 → https://computerguru.syncromsp.com/tickets/12300"
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# Customer created
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bash "$CLAUDETOOLS_ROOT/.claude/scripts/post-bot-alert.sh" \
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"[SYNCRO] Mike created customer \"Acme Plumbing\" → https://computerguru.syncromsp.com/customers/67890"
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```
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The helper escapes the message via `jq`, so quotes and `$` inside the text are safe. If the
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bot token or network is unavailable it prints a `[WARNING]` and exits 0 — the alert is
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best-effort and must never fail the Syncro write it follows.
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64
.claude/scripts/post-bot-alert.sh
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64
.claude/scripts/post-bot-alert.sh
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@@ -0,0 +1,64 @@
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#!/usr/bin/env bash
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# post-bot-alert.sh — post a one-line message to the Discord #bot-alerts channel.
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#
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# Usage:
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# bash post-bot-alert.sh "message text"
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# echo "message text" | bash post-bot-alert.sh
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#
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# Token resolution (first hit wins):
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# 1. SOPS vault: projects/discord-bot/bot-token.sops.yaml field credentials.bot_token
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# 2. projects/discord-bot/.env key DISCORD_TOKEN
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# Reading from the vault means this works from any machine, not just BEAST.
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#
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# Soft-fail by design: if the message is empty, the token is missing, or Discord is
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# unreachable, it prints a [WARNING] and exits 0 so it NEVER breaks the caller
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# (e.g. the /syncro billing workflow). The alert is best-effort, not load-bearing.
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set -u
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CHANNEL_ID="624710699771232265" # #bot-alerts (Arizona Computer Guru guild)
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ROOT="${CLAUDETOOLS_ROOT:-$(cd "$(dirname "${BASH_SOURCE[0]}")/../.." && pwd)}"
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# --- message (arg or stdin) ---
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MSG="${1:-}"
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if [ -z "$MSG" ] && [ ! -t 0 ]; then MSG="$(cat)"; fi
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if [ -z "$MSG" ]; then
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echo "[WARNING] post-bot-alert: empty message — nothing sent" >&2
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exit 0
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fi
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# --- token: vault first, then .env ---
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TOKEN="$(bash "$ROOT/.claude/scripts/vault.sh" get-field \
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projects/discord-bot/bot-token.sops.yaml credentials.bot_token 2>/dev/null)"
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if [ -z "$TOKEN" ] || [ "$TOKEN" = "null" ]; then
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ENV_FILE="$ROOT/projects/discord-bot/.env"
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if [ -f "$ENV_FILE" ]; then
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TOKEN="$(grep -iE '^[[:space:]]*DISCORD_TOKEN[[:space:]]*=' "$ENV_FILE" | head -1 \
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| sed -E 's/^[^=]*=[[:space:]]*//; s/^["'"'"']//; s/["'"'"'][[:space:]]*$//')"
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fi
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fi
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if [ -z "$TOKEN" ] || [ "$TOKEN" = "null" ]; then
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echo "[WARNING] post-bot-alert: no bot token (vault + .env both empty) — alert skipped" >&2
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exit 0
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fi
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# --- post (jq builds JSON so the message is safely escaped) ---
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PAYLOAD="$(jq -nc --arg c "$MSG" '{content: $c}')"
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RESP="$(curl -s -m 15 -w $'\n%{http_code}' \
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-X POST "https://discord.com/api/v10/channels/${CHANNEL_ID}/messages" \
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-H "Authorization: Bot ${TOKEN}" \
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-H "Content-Type: application/json" \
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-H "User-Agent: ClaudeToolsBot (claudetools, 1.0)" \
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--data-binary "$PAYLOAD" 2>/dev/null)"
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HTTP="$(printf '%s' "$RESP" | tail -n1)"
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BODY="$(printf '%s' "$RESP" | sed '$d')"
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if [ "$HTTP" = "200" ]; then
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MID="$(printf '%s' "$BODY" | jq -r '.id // empty' 2>/dev/null)"
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echo "[OK] post-bot-alert: posted to #bot-alerts (message_id=${MID})"
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exit 0
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fi
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echo "[WARNING] post-bot-alert: Discord returned ${HTTP:-no-response} — ${BODY}" >&2
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exit 0
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