Session log: CLAUDE.md optimization + python3/py fix

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
2026-04-20 12:48:42 -07:00
parent 936ea49b33
commit a8b4a7c324
2 changed files with 74 additions and 12 deletions

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@@ -64,23 +64,19 @@ API_KEY=$(sops -d D:/vault/msp-tools/syncro.sops.yaml | py -c "import sys,yaml;
- `contact_id` (customer contact)
- `ticket_type_id` (ticket category)
#### Comments (with optional time entry)
#### Comments
| Operation | Method | Endpoint | Body |
|---|---|---|---|
| Add comment | POST | `/tickets/<id>/comment` | `{"subject": "Update", "body": "...", "hidden": false, "do_not_email": false}` |
| Add comment + time | POST | `/tickets/<id>/comment` | Same as above, PLUS: `"product_id": N, "minutes_spent": 60, "bill_time_now": false` |
**Comment fields:**
- `subject` — comment header (e.g., "Update", "Resolution", "Internal Note")
- `body` — comment text (HTML supported)
- `hidden` — if true, internal-only (customer can't see)
- `do_not_email` — if true, don't email customer about this comment
- `product_id` — labor product ID (see labor products table below). Adds billable time to the ticket.
- `minutes_spent` — integer, minutes of work (60 = 1hr minimum in most cases)
- `bill_time_now` — if true, immediately creates a charge (equivalent to "Charge now" checkbox in GUI)
**This is the primary way to log time.** Comment + time in one call mirrors the GUI workflow exactly. Timer entries (`/tickets/{id}/timer_entry`) exist but are rarely used.
**WARNING:** The comment endpoint accepts but silently ignores `product_id`, `minutes_spent`, and `bill_time_now` fields — they are not saved. Verified 2026-04-20. Always use the timer_entry endpoint to log time.
#### Customers
@@ -144,17 +140,35 @@ When showing ticket detail, include:
### Billing workflow
**ALWAYS ask the user for minutes and labor type before logging any time entry. Never assume a default.**
**ALWAYS show a preview of the ticket comment/notes to the user before posting. Wait for confirmation.**
When `/syncro bill <number>` is called:
1. Get ticket details
2. Ask: "How many minutes + labor type?" (default: 60 min, Labor - Remote Business)
3. Add comment with time: `POST /tickets/{id}/comment` with `product_id`, `minutes_spent`, `bill_time_now: false`, and work notes as body
4. Then create invoice: `POST /invoices` with `{"ticket_id": N, "customer_id": N, "category": "Standard"}`
5. Update ticket status to "Invoiced"
2. Ask: "How many minutes should I bill, and what labor type? (remote / onsite / emergency / project / internal)"
3. Draft the comment body and show it to the user for review before posting
3. Add comment: `POST /tickets/{id}/comment` with work notes as body (no time fields — they are broken)
4. Add timer entry: `POST /tickets/{id}/timer_entry` with `start_at`, `end_at`, `billable: true`, `product_id`, `notes`
5. Create invoice: `POST /invoices` with `{"ticket_id": N, "customer_id": N, "category": "Standard"}`
6. Update ticket status to "Invoiced"
**The flow mirrors the GUI: add comment with time attached → Make Invoice.**
**Correct two-call pattern for comment + time:**
```bash
# Step 1: comment (notes only)
curl -X POST "${BASE}/tickets/${ID}/comment?api_key=${API_KEY}" \
-H "Content-Type: application/json" \
-d '{"subject": "Resolution", "body": "...", "hidden": false, "do_not_email": true}'
# Step 2: timer entry (billable time) — compute start_at as end_at minus minutes
NOW=$(date -u +"%Y-%m-%dT%H:%M:%SZ")
START=$(date -u -d "60 minutes ago" +"%Y-%m-%dT%H:%M:%SZ")
curl -X POST "${BASE}/tickets/${ID}/timer_entry?api_key=${API_KEY}" \
-H "Content-Type: application/json" \
-d "{\"start_at\": \"${START}\", \"end_at\": \"${NOW}\", \"notes\": \"...\", \"billable\": true, \"product_id\": 1190473}"
```
When `/syncro comment <number> <text> --time 60 --labor remote` is called:
- Post the comment with time in one API call
- Post the comment first, then post a separate timer_entry
- `--labor` maps to product IDs: `remote` → 1190473, `onsite` → 26118, `emergency` → 26184, `project` → 9269129, `internal` → 9269124, `travel` → 26117, `website` → 68055
### Error handling