Extends the invoice Message (note) automation into a single reusable helper
set_invoice_note <invoice_id> <customer_id> [pre_billing_prepay]:
- no block (prepay_hours==0) -> "Interested in discounted labor? Ask us about block-rate pricing."
- block, >=4 hrs left -> "Block hours remaining: N."
- block, <4 hrs left -> remaining + renew line, AND tags Winter (<@624666486362996755>)
in #bot-alerts (low-block heads-up; mentions ping, no allowed_mentions)
Pre-billing prepay arg keeps a just-depleted block counted as a block customer (shows renew, not upsell).
Never clobbers a non-empty note.
Wired into billing Step 3 (set_invoice_note "$INVOICE_ID" "$CUST_ID" "$PREPAY"), and a new
"Recurring invoice note sweep" applies the same policy to Syncro's auto-generated recurring invoices
(schedule_id != null, recent, current balance) — idempotent, run after each recurring run.
Branch logic + a real e2e note set/restore validated on the ACG internal test account (#67741); the
<4hr Winter alert was stubbed in testing so no real ping fired.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
The on-screen "Invoice Message" text block IS the invoice `note` field, editable via
PUT /invoices/{id} {"note": "..."} (response {"invoice": {...}}). Verified on the ACG
internal test account (#67741: set/verify/restore).
Billing flow now sets a one-line upsell hint on the invoice note — "Interested in
discounted labor? Ask us about block-rate pricing." — ONLY for customers with no prepaid
block (prepay_hours == 0). Block customers (prepay_hours > 0) get no hint; never clobber
a non-empty note.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Task 3/3a of the harness-optimization spec. Mike confirmed normal billing uses
add_line_item; timers stay available only for explicit outlier requests, never the
normal loop. Rewrote time-entry-protocol.md to defer to the /syncro command (SSOT for
billing mechanics) and state timers are outlier-only; aligned the command's two
absolute "no timers" lines. Contradiction removed.
Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
Any ticket, estimate, appointment, or schedule created for testing or API
research must have its subject/name prefixed with [TEST]. Added as a Hard
Rule and cross-referenced in the recurring schedules section.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
"Emergency" is a billing modifier, not a delivery channel. Added explicit
hard rule that Remote/Onsite/In-Shop must be confirmed separately when billing
emergency — the delivery channel determines price_retail and cannot be guessed.
Updated both the Hard Rules section and the Billing workflow Step 1 gather prompt.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Phase 2 migration complete:
sync.sh:
- Read Python command from identity.json first (.python.command)
- Fall back to auto-detection for legacy machines
- Eliminates per-session detection overhead
syncro.md:
- Read Ollama endpoint from identity.json (.ollama.endpoint // .ollama.fallback)
- Read Python command from identity.json (.python.command)
- Both sections have legacy fallbacks with detection
- Eliminates 2-second curl probe on every write operation
- Updated day-of-week verification code example
- Updated Ollama draft call section
Impact: All scripts now read machine-specific config from identity.json
(populated by migrate-identity.sh). Faster, explicit, offline-safe.
- Updated sync.sh to read claudetools_root from identity.json
- Updated syncro.md skill to use identity.json for repo path
- Updated CLAUDE.md onboarding to include claudetools_root field
- Eliminates cross-architecture path detection issues
- Fallback to git rev-parse for legacy machines
Each machine sets claudetools_root during onboarding, just like vault_path.
The linked ticket subject must start with "Estimate - " before an estimate
task is considered complete. Added as criterion [4] in both the hard rules
block and the workflow success criteria block, with a self-correction step
(PUT /tickets/{id}) if the check fails.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
Change the linked ticket subject format from "Estimate: <subject>" to
"Estimate - <subject>" per Winter's request for consistent formatting.
Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
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>
