sync: auto-sync from GURU-5070 at 2026-06-02 07:25:49

Author: Mike Swanson
Machine: GURU-5070
Timestamp: 2026-06-02 07:25:49

.claude/memory/feedback_syncro_appointment_owner.md

@@ -0,0 +1,40 @@
+---
+name: Syncro — confirm appointment owner explicitly when creating tickets with appointments
+description: When creating Syncro tickets that include an appointment, always ask "who is the appointment owner?" before posting. Don't auto-default to the ticket's assigned tech, and distinguish owner from additional attendees.
+type: feedback
+---
+
+**Rule:** When creating a Syncro ticket that includes an appointment (Onsite, Remote, Phone Call, etc.), explicitly **ask the user who the appointment owner is** in the preview phase. Do not assume the appointment owner equals the ticket's assigned tech, and do not silently add other techs as attendees.
+
+**Why:** The appointment owner is the person whose calendar the appointment lands on as the primary entry — they are the one accountable for being there. Additional `user_ids` in the appointment payload only add the entry to other techs' calendars as secondary/visible items, which clutters their schedule and creates ambiguity about who is actually on the hook for the visit. Howard caught this on 2026-05-08 after a ticket creation where I added the assigned tech to `user_ids` without confirming whether they should be the owner versus an attendee.
+
+**How to apply:**
+
+In the ticket creation preview (Step 3 of the ticket creation workflow), present the appointment block with the OWNER as a separate, explicit field — not buried as an inferred default. Example preview format:
+
+```
+APPOINTMENT
+-----------
+Type:               Onsite
+Owner:              <ASK USER — who's calendar should this be on?>
+Additional attendees: (optional, leave blank unless explicitly added)
+Start:              <start_at>
+End:                <end_at>
+Location:           <blank or override>
+```
+
+In the API payload, the appointment owner is the FIRST or PRIMARY entry in `user_ids`. Confirm:
+
+- The owner is the person actually attending the appointment (or the lead tech if multiple).
+- If the user wants ONLY the owner with no co-attendees, `user_ids` should contain ONE id only.
+- If the user wants additional attendees (e.g., "Mike will join remote, Howard onsite"), add them only after explicit confirmation in the preview.
+
+**What NOT to do:**
+
+- Do NOT auto-add the ticket's `user_id` (assigned tech) as the appointment owner without asking.
+- Do NOT add additional attendees to `user_ids` without explicit user direction.
+- Do NOT treat appointment owner as a passive inheritance from the ticket — surface it as an active confirmation field in the preview.
+
+**Trigger context:**
+
+Howard created the Kittle Design ticket (#32263) on 2026-05-08 for an 11:30 AM onsite to set up Joshua. I auto-added Howard's `user_id` to the appointment's `user_ids` array without confirming whether Howard was the owner or just an attendee. Howard flagged: "when setting up an appointment confirm the appointment owner — don't just add additional attendees." Save as a rule for syncro ticket creation.