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sync: auto-sync from HOWARD-HOME at 2026-06-30 11:27:16

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Author: Howard Enos
Machine: HOWARD-HOME
Timestamp: 2026-06-30 11:27:16
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Howard Enos
2026-06-30 11:27:47 -07:00
parent 5e92c33b73
commit 51335db124
8 changed files with 140 additions and 5 deletions
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.claude/memory/MEMORY.md
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- [INKY outbound breaks DMARC](reference_inky_outbound_breaks_dmarc.md) — Reverse-resolve DMARC rua failing IPs before blaming a sender: ipw-outbound.inkyphishfence.com / us.cloud-sec-av.com = INKY re-injection breaking DKIM+SPF. INKY is in-M365 (connectors+transport rules) per enrolled tenant, but hosting-level (IX/cPanel website) outbound also routes through it independent of M365 enrollment. Fix is INKY-side (outbound DKIM/SPF/ARC), not cPanel DNS.
- [Syncro prepay: full-GET only](feedback_syncro_prepay_full_get_only.md) — read prepay_hours ONLY from GET /customers/{id}; the customer search/list endpoint returns null/stale prepay. Never assert "no block" in a billing preview from search data.
- [Syncro priority/type format](feedback_syncro_priority_type_format.md) — every ticket create needs a number-prefixed priority ("2 Normal", not bare "Normal" which renders blank) AND a valid problem_type. Winter flagged #32193/#32194. Use the syncro skill's create flow.
- [Syncro line-item category](feedback_syncro_line_item_category.md) — product_category is a controlled vocab: never invent one, never invoice a line whose product has product_category:null (blank CATEGORY breaks QB mapping). Pre-flight GET /products/<id>. Winter fixed Cascades 67887/67890 "Windows Pro Upgrade".
- [RMM drive-map Explorer refresh](reference_rmm_drive_map_explorer_refresh.md) — drive mapped via RMM user_session works but the user's running Explorer won't show it until SHChangeNotify(DRIVEADD); also UNC \\ gets eaten in heredoc+jq, build it from [char]92.
- [Verify live before acting](feedback_verify_live_before_acting.md) — pull LIVE data (OMSA/iDRAC/live API) before acting on a hardware/infra flag; wiki/logs go stale. Cascades CS-SERVER "degraded RAID" was 9-day-stale (mirror self-recovered, SSDs bought needlessly). Windows can't see RAID member health.
- [Windows Pro upgrade billing](feedback_windows_pro_upgrade_billing.md) — ACG MAK key (vault infrastructure/windows-pro-mak, Mike's ACG key) for Home->Pro upgrades; RULE: invoice $99 PER machine activated, name the machine on the line item, bill after success. Each use consumes a MAK count.

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---
name: feedback_syncro_line_item_category
description: Syncro product_category is a controlled vocabulary — never invent one, never invoice a blank-category line
metadata:
type: feedback
---
When billing in Syncro, every invoice/ticket line item carries a CATEGORY (`product_category`) that is a **controlled, admin-defined vocabulary** and drives QuickBooks item mapping + revenue reporting. Two hard rules:
1. **Never make up a category.** Use only values that already exist in the tenant (e.g. `Labor`, `Software`, `Hardware`, `Product`, `Service`/`Services`, `Subscriptions`, `Contract`, `Discount`, `Exempt Labor`, `Prepay Hours`, `Other`, `Deposit`, `Default`). Enumerate the live set from `GET /products` rather than hardcoding. If none fits, ASK — do not guess.
2. **Never invoice a line whose product has `product_category: null`.** Pre-flight with `GET /products/<id>`; a blank category = an uncategorized line. Flag/fix the product (Windows/OS/software → `Software`, physical → `Hardware`) before billing.
**Why:** A blank or invented category silently breaks downstream accounting and makes humans clean up records. Incident 2026-06-30: Cascades "Windows Pro Upgrade" (product 23571919, `product_category: null`) invoiced on #32466/#32474 (invoices 67887/67890) with blank CATEGORY columns; Winter had to correct them. This keeps recurring as a skill-following gap.
**How to apply:** In the `/syncro` flow, before `add_line_item`/invoicing, GET the product and verify `product_category` is a real existing value. Rule lives in `.claude/commands/syncro.md` (taxable-rule block + add_line_item pre-flight). Related: [[feedback_syncro_billing]], [[feedback_syncro_preview_mandatory]], [[feedback_syncro_workflow]].