sync: auto-sync from HOWARD-HOME at 2026-06-26 11:40:19

Author: Howard Enos
Machine: HOWARD-HOME
Timestamp: 2026-06-26 11:40:19
This commit is contained in:
2026-06-26 11:40:52 -07:00
parent 0cf843e13d
commit 5bace24371
8 changed files with 473 additions and 0 deletions

View File

@@ -110,6 +110,7 @@
- [Don't present inferred topology as fact](feedback_no_inferred_topology_as_fact.md) — Private-IP overlap (172.16.x on both sides) is NOT proof of a site-to-site link; I fabricated a VWP<->office VPN. State observations vs inferences; a failed reachability test disproves a link, don't explain it away; test "can reach RMM" against the EXTERNAL endpoint, not internal 172.16.3.30.
### Syncro
- [Skill-first routing — use the skill, never hand-roll the API](feedback_skill_first_routing.md) — If an installed skill covers the task, INVOKE IT. Syncro billing/invoicing ALWAYS runs through `/syncro` (or `/syncro-emergency-billing`), never ad-hoc curl — free-handing payloads is what makes Winter fix malformed tickets. Now a CORE rule. Generalizes to vault/rmm/remediation-tool/etc.
- [Syncro API plumbing](feedback_syncro_api.md) — Content-Type required on all POST/PUT; NO idempotency anywhere — always GET before retrying; response wrappers (`.ticket.id`, `.comment.id`); add_line_item shape (internal ID, flat response, required fields); HTML uses `<br>` not `<ul>/<li>`; timer_entry response is FLAT but SUPERSEDED (use add_line_item).
- [Syncro billing rules](feedback_syncro_billing.md) — Bill with `add_line_item` directly (not timers); fetch rates LIVE; never invent labor names (real product names only); match labor type to delivery channel (never "Prepaid project labor"); labor `taxable:false` (AZ); warranty `1049360` (never patch price); emergency `26184` ×1.5 once, branch by `prepay_hours`; corrections preserve original tech's user_id; estimate hardware `32252`.
- [Syncro workflow rules](feedback_syncro_workflow.md) — ALWAYS preview comments before posting (no exceptions); verify appointment day-of-week ("Saturday 2026-05-23") before creating; ASK who the appointment owner is; leave `contact_id` BLANK by default for ALL customers (ignore Syncro's contact-picker auto-default).

View File

@@ -0,0 +1,18 @@
---
name: feedback_skill_first_routing
description: If an installed skill/command covers a request, INVOKE THE SKILL — never hand-roll the API from memory. Syncro billing/invoicing ALWAYS goes through /syncro (or /syncro-emergency-billing). Knowing the API is not a license to bypass the skill.
metadata:
type: feedback
---
When a request maps to an installed skill or slash-command, **invoke that skill** rather than improvising raw `curl`/API calls. This is a hard rule, now in CORE `CLAUDE.md` ("Skill-first"). The canonical offender is **Syncro billing**: every invoice/line-item/ticket-billing request goes through the `/syncro` skill (or `/syncro-emergency-billing` for after-hours) — NOT ad-hoc API calls.
**Why:** I default to "act directly" and, because I "know" the Syncro REST API, I reach for a hand-rolled `add_line_item` curl from memory. Free-handing the payload gets the structure wrong (attribution/`?api_key=` owner, `taxable:false`, line-item shape, priority/type format, blank contact, the preview gate), producing malformed tickets — and **Winter has to fix them** (already flagged on #32193/#32194 and others). The skill encodes all of that correctly and enforces the preview/confirm gate. The detailed billing rules in [[feedback_syncro_billing]] describe what the SKILL does when it bills; they are NOT a license to bypass the skill and do it by hand.
**How to apply:**
- Billing/invoicing/ticketing/scheduling in Syncro -> `/syncro` (after-hours/emergency -> `/syncro-emergency-billing`). No exceptions, even for a "quick" one-line charge.
- More generally: before reaching for raw API, ask "is there a skill for this?" Credentials -> `vault`; RMM actions -> `/rmm` (find the host with `rmm-search`); M365 investigation/remediation -> `remediation-tool`; the per-vendor skills (bitdefender, datto-edr, packetdial, b2, mailprotector, screenconnect...) own their APIs.
- Use raw API ONLY when no skill fits, or the skill genuinely cannot do the thing — and SAY SO explicitly when you do, so the user can sanity-check.
- When the user corrects a bypass, log it: `bash .claude/scripts/log-skill-error.sh "<skill>" "hand-rolled API instead of using the skill" --correction`.
Related: [[feedback_psa_default_syncro]] (Syncro is the default PSA), [[feedback_syncro_preview_mandatory]] (preview gate the skill enforces), [[feedback_syncro_priority_type_format]] (a malformed-ticket case Winter flagged), [[feedback_syncro_billing]], [[feedback_syncro_workflow]].

View File

@@ -7,6 +7,8 @@ metadata:
Rules only. Incident detail, verbatim Mike quotes, ticket numbers, dates, the tech user_id table, and the labor-product table all live in [[feedback_syncro_history]] — read on-demand when judging an edge case. API mechanics: [[feedback_syncro_api]]. Workflow: [[feedback_syncro_workflow]].
**Run billing THROUGH the `/syncro` skill — do not hand-roll these calls.** The rules below describe what the skill does when it bills; they are the spec, not a license to free-hand `curl` from memory (that produces malformed tickets Winter has to fix). Invoke `/syncro` (after-hours -> `/syncro-emergency-billing`). See [[feedback_skill_first_routing]]. "`add_line_item` directly" (§1) means "not the timer workflow" — NOT "bypass the skill."
`.claude/commands/syncro.md` is the authoritative live product table.
---