Per Winter: leave appointment type blank unless user names one of the known
types. If omitting, include delivery method in ticket subject for calendar
visibility. Applies to both the gather-inputs table and the appointment POST.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Only set contact_id when ticket is opened by/regarding a named contact.
Removed address_id, appointment_owner, and do_not_invite fields from the
default gather step — these are edge cases, not routine inputs.
Updated preview template to reflect default primary contact behavior.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Billing now uses add_line_item directly; timer_entry/charge_timer_entry removed
- Added Verified Response Shapes table for all endpoints (tested live against ACG internal customer)
- Billing workflow rewritten as strict 5-step locked script with no branches
- Added STOP rule: never try alternative endpoints/formats on unexpected responses
- bot-alerts section: explicit success ([OK] + message_id) and failure ([WARNING]) criteria
- Updated feedback memory to supersede the old timer-first rule
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Add .claude/scripts/post-bot-alert.sh — reusable, soft-failing Discord
poster that reads the bot token from the SOPS vault (bot-token.sops.yaml,
credentials.bot_token) with a .env fallback, so it works from any machine.
Wire it into the /syncro skill: a Hard Rules pointer, a billing-workflow
step (17), and a "Post to #bot-alerts" reference section with the message
format and ticket/invoice/customer link mapping (computerguru.syncromsp.com).
Scoped to write ops (create/update/close/comment/bill/customer); reads post
nothing. Best-effort — never fails the Syncro write it follows.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
- Add hard rule: 9269129 (Prepaid Project Labor) is Exempt and does NOT deduct
from prepay_hours block — never use for normal work (verified 2026-05-04)
- Expand prepay_hours check from emergency-only to ALL billing workflows
- Fix emergency/prepaid branching table to use delivery-channel product instead
of hardcoding 26118 (Onsite) for remote and other labor types
- Clarify invoice step 15: $0.00 invoice total is correct for prepaid customers;
verify by checking customer.prepay_hours dropped by quantity
- Field 7 (Assigned Tech): add explicit default to API key owner; mark as MUST
always be included in POST payload to prevent null user_id on ticket create
- Add billing workflow hard rule: read prepay_hours before any billing, not just
emergency, so prepaid invoice behavior is known before execution begins
Triggered by ticket #32265 (Russo Law Firm) missing assignee/priority/billing.
Russo Law has 12.5 prepaid hrs — 0.5 hrs correctly deducted via invoice #67578.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Promote timer_entry → charge_timer_entry to default billing path; demote
bare add_line_item to a clearly-labeled fallback for non-time items only.
Mike caught the bare-add_line_item bug across 31 tickets on 2026-04-30;
repeated on 3 tickets 2026-05-01. Time entries are required for Syncro
reporting (hours per client, tech productivity, prepay burn).
- Replace /tmp/*.json payload pattern with heredoc throughout. /tmp resolves
to C:\tmp\ in the Write tool but %LOCALAPPDATA%\Temp\ in Git Bash on
Windows — different real directories. Caused a wrong-comment incident on
ticket #32225 2026-05-01 (rogue payload from prior session). Heredoc
avoids the file handoff entirely.
Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
Write operations (bill, comment, create) now send a prompt to Ollama
(qwen3:14b) for comment body and billing description drafting. Claude
reviews the output against the rate/prepaid/formatting checklist before
presenting the preview. If neither Ollama endpoint is reachable, Claude
drafts directly — same review and confirmation flow either way.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add local rate table (pulled 2026-04-24) for all 7 labor products; always
set price_retail explicitly — Syncro API does not auto-apply product rates
- Replace vault-based key fetch with inline case block on identity.json user;
both Mike and Howard keys included for correct per-user attribution
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Documents the 3-call create pattern (ticket → Initial Issue comment →
appointment), adds problem type and appointment type dropdowns with IDs,
fixes priority format to number-prefixed strings ("2 Normal"), adds Howard
to tech user ID table, and adds asset/contact lookup steps.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Syncro auto-calculates price from the product's configured rate — omit price_retail.
Cleared Howard's messages from for-mike.md (both items addressed).
Left reply for Howard in for-howard.md confirming fix is live.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Add .claude/scripts/vault.sh wrapper (reads vault_path from identity.json)
- get-token.sh + patch-tenant-admin-manifest.sh read identity.json for vault root
- syncro.md uses wrapper via CLAUDETOOLS_ROOT
- CLAUDE.md + ONBOARDING.md document the pattern and prompt for vault_path on onboarding
- identity.json now includes vault_path (D:/vault on DESKTOP-0O8A1RL)
Howard and Mac need vault_path added to their identity.json after pulling.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Replace hardcoded D:/vault references with candidate-list pattern
that also checks $HOME/vault, ~/.vault, and respects VAULT_PATH
env var override. Fixes vault.sh lookup failures on Mac and
Howard's machine.
Affected: CLAUDE.md, syncro.md, get-token.sh, patch-tenant-admin-manifest.sh
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
- Added desertrat.com to /etc/mailprotector_domains on Websvr (outbound SBR now active)
- Created Mailprotector bulk user import CSV (38 desertrat.com accounts/forwarders)
- Created Syncro ticket #32181 + invoice #67437 for Furrier (30 min remote, $81.53)
- Corrected syncro.md skill doc: add_line_item for billing, remove_line_item to delete,
charge_timer_entry to convert timers, comment DELETE impossible via API
- Created clients/furrier/ with session log
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Windows Store python3 stub returns exit 49 instead of running Python.
Replace with: py (Windows launcher) for actual Python code, jq for
simple JSON extraction. Reorder fallback loops to try py first.
Add Bash(py:*) to settings.local.json allowlist.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Discovered from GUI page source: comment[product_id] + comment[minutes_spent]
+ comment[bill_time_now] are fields on POST /tickets/{id}/comment. This is
how the GUI adds time — as part of the comment, not via separate timer_entry.
Updated billing workflow + added --time/--labor flags to comment command.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Timer entries use POST /tickets/{id}/timer_entry with labor product IDs
(not invoice products). "Make Invoice" converts timers to invoice.
Documented 7 common labor products with IDs. Fixed line_items path to
/invoices/{id}/line_items.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
Create, update, close, comment on, search, and bill tickets via Syncro
REST API. Includes customer search, invoice creation, line items, and
ticket timer management. API key from SOPS vault.
Verified: pulls real ticket data from computerguru.syncromsp.com.
Co-Authored-By: Claude Opus 4.6 (1M context) <noreply@anthropic.com>
