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docs(session): 2026-05-27 — RMM Phase 2 deploy, Autotask integration, Tohono DoIT #32328

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- Root log: GuruRMM Phase 2 authz/IDOR deployed (v0.3.31); Autotask creds verified + vaulted; /autotask scaffolded (kept local)
- Client log (new): Tohono O'odham DoIT — Starlink static IP / site-to-site research, ticket #32328
- Memory: Syncro is default PSA, Autotask opt-in (feedback_psa_default_syncro.md)

Note: .claude/commands/autotask.md intentionally left local/uncommitted per Mike.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
This commit is contained in:
Mike Swanson
2026-05-27 10:39:53 -07:00
parent 9d08f4d97d
commit bb9b962269
4 changed files with 135 additions and 0 deletions
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- [Vault writes — do the full sequence yourself](feedback_complete_vault_operations_end_to_end.md) — A vault entry = write plaintext → sops -e -i → git add/commit/push, all of it; don't stop at "encrypted on disk."
- [GuruRMM dev is Mike's, not Howard's](feedback_rmm_dev_is_mike.md) — Never route RMM dev/bug coord notes to Howard (0 RMM commits by him). Howard only submits RMM feature requests; GuruScan is his project, RMM is not.
- [Syncro is the default PSA; Autotask is opt-in](feedback_psa_default_syncro.md) — Ticketing/billing/customers default to Syncro (/syncro). Only use /autotask on an explicit "in Autotask" request. /autotask kept local/undistributed.
## Machine
- [GURU-5070 Workstation Setup](reference_workstation_setup.md) - Mike's primary (owner confirmed 2026-05-26). Windows 11 Pro. Renamed from OC-5070 → ACG-5070/acg-guru-5070 → GURU-5070; all the same box, all Mike's.

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---
name: feedback-psa-default-syncro
description: Syncro is the default PSA for ticketing/billing/customers/scheduling; Autotask (/autotask) is opt-in, only on an explicit request
metadata:
type: feedback
---
**Syncro is the default PSA.** All ticketing, billing, customers, and scheduling go through Syncro (`/syncro`) unless the user explicitly says to do something in Autotask. Only invoke `/autotask` on an explicit "in Autotask" / "autotask" request — never route generic ticket/billing/customer work to it by default.
**Why:** ACG runs both PSAs, but Syncro is the primary day-to-day system. The Autotask integration exists (creds verified, `/autotask` skill built 2026-05-27) but is secondary. Mike confirmed: "Syncro is the default for ticketing and such; [Autotask] would only be called if there was a 'do a thing in autotask' request."
**How to apply:** When a request mentions tickets/billing/customers/appointments without naming the system, assume Syncro and use `/syncro`. Reach for `/autotask` only when the user names Autotask explicitly. The `/autotask` skill is intentionally kept local/undistributed for now (not synced to other machines), reinforcing that it's opt-in. See [[feedback-syncro-timer-first]] for Syncro billing specifics.