Commit Graph

18 Commits

Author SHA1 Message Date
557c174ce9 syncro skill: document appointment move/edit — PUT /appointments/{id} verified
Added /syncro move-appointment to usage table; added Appointments CRUD section
to endpoints reference documenting GET/PUT/DELETE with verified move workflow
(verified 2026-04-24).

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-24 20:13:20 -07:00
401dd0082e syncro skill: add Ollama drafting with Claude review + fallback
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>
2026-04-24 07:20:20 -07:00
8f6b45ef32 syncro skill: bake in labor rates and API keys
- 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>
2026-04-24 07:14:13 -07:00
24b6bf65e6 syncro: expand ticket creation to full 19-field workflow
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>
2026-04-24 07:13:16 -07:00
03636f2878 sync: auto-sync from HOWARD-HOME at 2026-04-23 13:34:46
Author: Howard Enos
Machine: HOWARD-HOME
Timestamp: 2026-04-23 13:34:46
2026-04-23 13:34:48 -07:00
4ddc3a0a1f session log: Dataforth SMTP fix, GuruRMM GAGETRAK onboarding, Cloudflare grey-cloud, ticket #32142 billed
- Resolved calibration@dataforth.com SMTP AUTH per-mailbox block in Exchange Online
- Full Dataforth tenant onboarding (all 5 ComputerGuru apps consented)
- GuruRMM agent deployed on DF-GAGETRAK; diagnosed and fixed two issues:
  - rmm-api.azcomputerguru.com grey-clouded (Cloudflare was blocking WSS)
  - enrolled_agents auth gap workaround (site API key in AgentKey registry)
- Syncro ticket #32142 billed: 2 hrs prepaid, invoice #67447, status Invoiced
- syncro.md: fix .comment.id jq path (was .id, caused duplicate comments twice)
- tenants.md: Dataforth marked fully onboarded

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-23 09:20:00 -07:00
bb8a462641 syncro: add hard rules block for POST idempotency and preview enforcement
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-22 20:37:37 -07:00
0895af03e3 sync: auto-sync from HOWARD-HOME at 2026-04-22 11:48:29
Author: Howard Enos
Machine: HOWARD-HOME
Timestamp: 2026-04-22 11:48:29
2026-04-22 11:48:29 -07:00
2c9c5c851d docs: remove hardcoded labor rates from syncro.md; message Howard re rates + vault fix
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>
2026-04-21 20:25:48 -07:00
fcb5bebf5b fix: vault path from per-machine identity.json, not hardcoded paths
- 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>
2026-04-21 19:01:27 -07:00
da96c5a8ee fix: portable vault path resolution across Windows/Mac/Linux
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>
2026-04-21 18:58:43 -07:00
f409726da2 sync: auto-sync from DESKTOP-0O8A1RL at 2026-04-21 16:24:03
Author: Mike Swanson
Machine: DESKTOP-0O8A1RL
Timestamp: 2026-04-21 16:24:03
2026-04-21 16:24:09 -07:00
b678af00fa Session log: desertrat.com Mailprotector SBR repair + Syncro API corrections
- 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>
2026-04-21 12:24:15 -07:00
41e1f1f22f Session log: CLAUDE.md optimization + python3/py fix
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-04-20 12:48:42 -07:00
391178ef02 fix: replace python3 with py/jq throughout scripts and docs
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>
2026-04-20 12:14:43 -07:00
3e052e7629 Fix /syncro: time is added via comment fields, not timer_entry
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>
2026-04-17 11:17:40 -07:00
1687eee08d Fix /syncro billing: use timer_entry + labor products, not invoice line items
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>
2026-04-17 11:14:12 -07:00
b052c937a2 Add /syncro command — Syncro PSA ticket management
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>
2026-04-17 10:53:34 -07:00