sync: auto-sync from GURU-BEAST-ROG at 2026-05-22 15:29:08

Author: Mike Swanson
Machine: GURU-BEAST-ROG
Timestamp: 2026-05-22 15:29:08

.claude/commands/syncro.md

@@ -63,7 +63,8 @@ py -c "import datetime; d = datetime.date(YYYY, M, D); print(d.strftime('%A %Y-%
 1. Every line item requested by the user has been added to the estimate and price-fixed via PUT (verify with GET /estimates/{id} — check `.estimate.line_items[]`)
 2. Every line item has a corresponding private note on the linked ticket (hidden: true, do_not_email: true) containing: item name, source/retailer, cost, retail price, and any markup
 3. The estimate total (subtotal + tax) matches the sum of all line items after recalc
-4. A bot alert has been posted to #bot-alerts
+4. The linked ticket subject starts with `Estimate - ` (verify with GET /tickets/{id} — check `.ticket.subject`). If it does not, PUT the ticket with the corrected subject before reporting done.
+5. A bot alert has been posted to #bot-alerts
 
 If any check fails, complete the missing step before reporting done. This rule fires on initial estimate creation AND on every subsequent "add X to the estimate" request. Incident: 2026-05-22, UPS added to estimate #7189 without a ticket note — caught by Winter.
 
@@ -606,7 +607,7 @@ TICKET_RESP=$(curl -s -X POST "${BASE}/tickets?api_key=${API_KEY}" \
   --data-binary @- <<JSON
 {
   "customer_id": ${CUST_ID},
-  "subject": "Estimate: <subject>",
+  "subject": "Estimate - <subject>",
   "status": "New",
   "problem_type": "Estimate"
 }
@@ -707,7 +708,8 @@ echo "$VERIFY_TKT" | jq '[.ticket.comments[]? | select(.hidden == true) | {subje
 # [1] estimate line_items count matches number of items user requested
 # [2] ticket has at least one hidden comment per line item (or one combined note covering all)
 # [3] estimate subtotal/total match expected values
-# [4] bot alert posted
+# [4] ticket subject starts with "Estimate - " (fix with PUT /tickets/{id} if not)
+# [5] bot alert posted
 # If any check fails, add the missing note or fix the missing item before completing.
 ```
 

session-logs/2026-05-22-session.md

@@ -588,3 +588,71 @@ None. Estimate, ticket, and both private notes complete. Skill updated.
 - Estimate subtotal: $1,144.99 | Total with tax: $1,244.60
 - Skill updated: `.claude/commands/syncro.md` (Hard Rules + workflow step 7)
 - Bot alert message IDs: 1507505776221094060 (estimate), 1507506879792939048 (UPS update), 1507507122286362656 (ticket note)
+
+---
+
+## Update: 15:28 PT — Estimate ticket subject prefix rule + success criteria
+
+### User
+- **User:** Winter (@winterguru, ID: 624666486362996755) + Mike Swanson (ID: 264814939619721216) — via Discord Bot
+- **Machine:** GURU-BEAST-ROG (Discord Bot service)
+- **Role:** Full trust (Winter), admin (Mike)
+- **Session Span:** ~15:20–15:28 PT (Discord thread: #create new test estimate for an i5 laptop with 16G...)
+
+### Session Summary
+
+Winter directed the bot to enforce a standard subject line format for estimate-linked tickets: always start with `"Estimate - "` followed by the estimate subject. The syncro.md skill was updated — the estimate ticket creation payload changed from `"subject": "Estimate: <subject>"` (colon) to `"subject": "Estimate - <subject>"` (dash). The change was committed (commit `11647cb`).
+
+Winter then requested that ticket #32318 (created in the prior session without any prefix) be updated retroactively. The current subject was confirmed as `"Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro"`. After Winter confirmed the proposed new subject, a PUT updated it to `"Estimate - Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro"`. Bot alert posted to #bot-alerts.
+
+Mike then asked why the subject was wrong the first time. The answer: the prefix rule (`"Estimate: <subject>"`) was already in the skill when the ticket was created — the bot simply did not follow it. Bot execution error, not a missing rule.
+
+Mike then directed the prefix check to be added as a formal success criterion. The rule was added in two places in syncro.md: (1) the Hard Rules "Estimate task success criteria" block as criterion [4] (with a self-correction step: PUT the ticket subject if the check fails), and (2) the inline workflow checklist at step 7 as `[4]`. Bot-alert criterion renumbered to [5]. Committed (commit `e9dac65`).
+
+### Key Decisions
+
+- Subject prefix uses a dash (`Estimate - `) not a colon — Winter's explicit format preference.
+- Self-correction included in the success criterion: if the subject check fails at completion time, the skill corrects it with a PUT before reporting done rather than just surfacing a warning.
+- Criterion added to both the Hard Rules block (fires on every estimate, catches add-item requests) and the inline workflow checklist (enforces at completion time) for redundancy.
+
+### Problems Encountered
+
+- None this sub-session. Root cause of the original missing prefix was bot non-compliance with an existing rule.
+
+### Configuration Changes
+
+- **Modified:** `.claude/commands/syncro.md`
+  - Estimate ticket creation payload: `"Estimate: <subject>"` → `"Estimate - <subject>"` (commit `11647cb`)
+  - Hard Rules: estimate success criteria block — added criterion [4] (ticket subject starts with `Estimate - `, self-correct if not); bot-alert criterion renumbered to [5]
+  - Estimate workflow step 7 checklist: added `[4]` (ticket subject check); bot-alert renumbered to `[5]` (commit `e9dac65`)
+
+### Credentials & Secrets
+
+- Syncro API key: Mike's key (`T259810e5c9917386b-52c2aeea7cdb5ff41c6685a73cebbeb3`). No vault paths accessed.
+
+### Infrastructure & Servers
+
+- Syncro PSA: `https://computerguru.syncromsp.com/api/v1`
+- Ticket #32318: https://computerguru.syncromsp.com/tickets/110847587
+
+### Commands & Outputs
+
+```bash
+# Ticket subject before
+GET /tickets/110847587 -> subject: "Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro"
+
+# Subject corrected
+PUT /tickets/110847587 {"subject": "Estimate - Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro"}
+-> .ticket.subject: "Estimate - Lenovo V15 Gen 4 Laptop - i5 / 16GB / 512GB / Win 11 Pro" [OK]
+```
+
+### Pending / Incomplete Tasks
+
+None.
+
+### Reference Information
+
+- Commits: `11647cb` (subject format: colon → dash), `e9dac65` (success criteria: subject check)
+- Ticket #32318: https://computerguru.syncromsp.com/tickets/110847587
+- Skill: `.claude/commands/syncro.md`
+- Bot alert message ID: 1507509925939777709