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claudetools/.claude/memory/MEMORY.md
Mike Swanson a42d657c55 docs(session)+rules: 2026-05-27 — Quantum M365 onboarding, IX autodiscover fix, Syncro emergency/labor/attribution rules 
Session logs: root (Michael #32329 hosting offer + IX simplehost.email autodiscover DNS fix + Cascades #32332 emergency correction) + Quantum client log (M365 tenant 2fd0092b onboarding, break-glass GA, CA report-only).

Syncro rule overhaul:
- Emergency billing: prepaid -> 26184 @ hours x1.5 (was 26118); non-prepaid -> 26184 with channel rate (onsite $262.50 / remote+inshop $225)
- Never make up labor items (existing product + real name; QuickBooks sync)
- Corrections preserve original tech's user_id (commission); adding notes/labor never changes ticket owner

/remediation-tool: Conditional Access may be managed programmatically (report-only first + exclude break-glass + confirm before enforce); fabb3421 deprecated for customer tenants; Quantum tenant onboarded (gotchas table).

Memory: 4 new (no-madeup-labor, corrections-preserve-tech, ca-programmatic, quantum-godaddy-tenant) + updates.

Co-Authored-By: Claude Opus 4.7 (1M context) <noreply@anthropic.com>
2026-05-27 14:57:55 -07:00

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# Memory Index
## Reference
- [ACG Office Network Infrastructure](infra_office_network.md) — IPs/hosts/roles for pfSense/Jupiter/VMs/Docker. Check before assuming; .21 (Uranus) is storage.
- [Power Failure Runbook](../POWER_FAILURE_RUNBOOK.md) — Recovery order after a power event: Tailscale routes, libvirt/VMs, Seafile, NPM/DNS.
- [Syncro API — Invoice Verification Pattern](syncro_invoice_verification_pattern.md) — /invoices?customer_id=X returns no ticket linkage; query /invoices/{number} for ticket_id. Compare by ticket ID, not number.
- [Approval Workflow: Tools vs Projects](approval-workflow-tools-vs-projects.md) — Tools (remediation, scripts): Howard/Claude with approval. Projects (GuruRMM): Mike approval; features→roadmap, bugs→bug list.
- [Community Forum (Flarum)](reference_community_forum.md) - Flarum forum at community.azcomputerguru.com, API access, database, posting workflow
- [Radio Show Website](reference_radio_website.md) - Astro static site at radio.azcomputerguru.com on IX server
- [IX Server SSH Access](reference_ix_server_ssh.md) - SSH access notes for GURU-5070 — re-verify key auth (was CachyOS)
- [IX Access via Tailscale](reference_ix_access_tailscale.md) - IX server accessible with Tailscale on, no VPN needed
- [Matomo Analytics](reference_matomo_analytics.md) - Self-hosted analytics at analytics.azcomputerguru.com, site IDs, tracking for all 3 sites
- [Dataforth Contact - AJ](reference_dataforth_contact.md) - AJ at Dataforth, dataforthgit@ email forwarding to him
- [TickTick Integration](reference_ticktick_integration.md) - OAuth API integration, MCP server, SOPS vault creds, project/task CRUD
- [Client Docs Structure](reference_client_docs_structure.md) — clients/<name>/docs/ layout (overview, network, servers, cloud, security, rmm). Template: clients/_client_template/.
- [MSP Audit Scripts](reference_msp_audit_scripts.md) — server_audit.ps1 / workstation_audit.ps1 at projects/msp-tools/msp-audit-scripts/.
- [GuruRMM Server Layout](reference_gururmm_server.md) - SSH as `guru`, repo at /home/guru/gururmm, deploy to /var/www/gururmm/dashboard/
- [GuruRMM API — run script on agent](reference_gururmm_api.md) — POST /api/agents/:id/command (command_type=powershell); poll /api/commands/:id for output. Beats ScreenConnect copy-paste.
- [Pluto Build Server](reference_pluto_build_server.md) — Windows build VM, 172.16.3.36, SSH Administrator, MSVC + WiX. Use for any EXE/MSI build.
- [Coord /messages API shape](reference_coord_messages_api_shape.md) — GET /api/coord/messages returns {total,skip,limit,messages[]} NOT a bare array; parse .messages[], strip control chars, read flag may be null.
## Users
- [Howard Enos](user_howard.md) — Mike's brother, technician, full access. Machines: ACG-TECH03L, Howard-Home (authoritative in users.json).
## Feedback
- [Attribution is read, never inferred](feedback_attribution_from_identity.md) — Who-did-what (user+machine) comes ONLY from identity.json + users.json + git authorship. Never infer from hostname patterns, the userEmail hint, or memory. The "5070" box is Mike's. sync.sh reconciles git config to identity.json; /save renders the User block via whoami-block.sh.
- [GuruRMM agent parity rule](feedback_gururmm_agent_parity.md) — "Add feature X to the agent" = Windows + Linux + macOS in the same change, no exceptions. Stub + TODO if real impl not feasible.
- [D2TESTNAS SSH Access](feedback_d2testnas_ssh.md) - Use root@192.168.0.9 with Paper123!@#, not sysadmin
- [Bypass Permissions Setting](feedback_bypass_permissions_setting.md) - Set permissions.defaultMode to bypassPermissions in settings.json on all machines
- [No indented code blocks](feedback_no_indented_code_blocks.md) — Never indent code inside fences; Howard copy-pastes directly and leading spaces break PowerShell
- [365 Remediation Tool](feedback_365_remediation_tool.md) — "remediation tool" = tiered ComputerGuru app suite via /remediation-tool; NOT CIPP, NOT the deprecated fabb3421
- [CA managed programmatically (with discipline)](feedback_ca_programmatic_management.md) — Conditional Access CAN be written via Tenant Admin app; ALWAYS report-only first + exclude break-glass + confirm before enforcing. Overrides old "CA manual" rule.
- [Ollama Tier-0 Routing](feedback_ollama_tier0_routing.md) - Route drafts/summaries/classifications through Ollama (qwen3:14b). Mike designed ClaudeTools this way — not optional.
- [/save writes narrative directly](feedback_save_no_ollama.md) — No Ollama for /save; write all sections inline — too slow
- [Syncro Emergency Billing](feedback_syncro_emergency_billing.md) — Emergency = time-and-a-half (×1.5), applied once, never additive. Branch by `customer.prepay_hours`: no-prepaid → `26184` at actual hrs; prepaid → `26184` at hrs×1.5 (premium in the QUANTITY). One line. Always set `price_retail`. (Updated 2026-05-27: prepaid now uses 26184, not 26118.)
- [Identity precedence](feedback_identity_precedence.md) — Trust `.claude/identity.json` over the system-reminder `userEmail` hint when they disagree (shared-login machines).
- [1Password — always use service token](feedback_1password_service_token.md) — Source OP_SERVICE_ACCOUNT_TOKEN from SOPS for every `op` call. Desktop-app integration prompts are unacceptable in agent flows.
- [Point vault-access teammates at SOPS path](feedback_vault_pointer_for_teammates.md) — When relaying infra/credential info to Howard or other vault-access teammates, hand over the SOPS path + key anchors; don't transcribe the entry's fields into the message.
- [/tmp path mismatch on Windows](feedback_tmp_path_windows.md) — Write tool and Git Bash resolve `/tmp` to DIFFERENT real dirs. Use heredoc or workspace path for JSON payloads handed to curl. Caused wrong-comment incident on Syncro #32225.
- [Syncro — leave contact blank by default](feedback_syncro_blank_contact.md) — Default to blank contact ("Not Assigned") on tickets and billing for ALL customers. Blank lets Syncro use company-level email defaults; setting a contact may route to a secondary email and bypass distribution. Generalizes the prior Cascades-only rule per Winter 2026-05-04.
- [Syncro — Cascades contact incident (Meredith Kuhn)](feedback_syncro_cascades_contact.md) — Meredith Kuhn is the recurring wrong Syncro default at Cascades. Incident context only; global rule is in feedback_syncro_blank_contact.md.
- [Syncro — use a billable labor type, never "Prepaid project labor"](feedback_syncro_labor_type.md) — Billable line items must use in-shop / onsite / remote / web labor. "Prepaid project labor" is exempt and won't decrement prepay blocks. Default is Remote labor for typical support tickets. Winter caught this 2026-05-04.
- [Syncro — bill with add_line_item, not timers](feedback_syncro_timer_first.md) — Bill tickets with `POST /tickets/{id}/add_line_item` directly; the timer workflow (`timer_entry → charge_timer_entry`) is NOT used. Set product_id, quantity (decimal hours), price_retail, name, description, taxable:false. Supersedes the old "timers required" rule (Mike confirmed 2026-05-21).
- [Syncro — timer_entry response is FLAT (HISTORICAL)](feedback_syncro_timer_response_shape.md) — Reference only: timers are NO LONGER part of the billing workflow (superseded by add_line_item — see feedback_syncro_timer_first.md). Retained for the rare manual-timer case: response is flat (`{"id": N, ...}`), parse `.id` not `.timer.id`. Originally hit on #32253 2026-05-05.
- [Syncro — warranty has its own product, never patch dollar amounts](feedback_syncro_warranty_product.md) — Warranty/no-charge work uses product `1049360` (Labor- Warranty work, $0). Don't fake a free line by patching `price_retail` or neutralizing a regular product — pick the correct product and re-run. Hit on #32225 2026-05-06.
- [Syncro — never make up labor items](feedback_syncro_no_madeup_labor_items.md) — Labor lines MUST be an existing Syncro product used with its REAL name; never invent/rename a line. Description field is free text. Made-up items break the QuickBooks sync. Incident #32332.
- [Syncro — preserve attribution (labor + ticket owner)](feedback_syncro_corrections_preserve_tech.md) — Corrections keep the original tech's labor user_id (commission); update_line_item preserves it, remove+add defaults to the API-key owner. Adding notes/labor never changes the ticket owner. Only reassign labor or ticket ownership when explicitly asked. (#32332)
- [SQL instance role — verify by connections, not name](feedback_sql_instance_role_by_connection.md) — Standard installed under default `SQLEXPRESS` instance name is real. Prove role with `sys.dm_exec_sessions` + `Get-NetTCPConnection -OwningProcess` before recommending stop/uninstall. IMC1 2026-05-05/06 near-miss.
- [Syncro — confirm appointment owner explicitly](feedback_syncro_appointment_owner.md) — When creating tickets with appointments, always ask "who is the appointment owner?" in the preview. Don't auto-default to ticket's assigned tech. Don't add additional attendees without explicit confirmation. Howard caught on Kittle ticket #32263 2026-05-08.
- [Syncro — verify appointment date day-of-week](feedback_syncro_appointment_date_check.md) — Always compute and display the day name (e.g. "Saturday 2026-05-23") in the ticket preview — never just the numeric date. Verify with `py -c "import datetime; ..."` before posting. Wrong-day incident on #32312 2026-05-21 (Sunday booked instead of Saturday). Reported by Winter.
- [Syncro estimate hardware product](feedback_syncro_estimate_hardware.md) — All hardware on estimates uses product_id 32252 ("Hardware", $0 base); set name/price_retail per item. Never look up individual hardware product IDs.
- [Clear-RecycleBin fails silently as SYSTEM](feedback_clear_recyclebin_system_context.md) — RMM-dispatched cleanup scripts cannot use `Clear-RecycleBin -Force`; the cmdlet uses Shell COM and silently no-ops without an interactive desktop. Enumerate `C:\$Recycle.Bin\<SID>\*` directly. Hit on ASSISTMAN-PC 2026-05-08.
- [Cascades — ask security group on user creation](feedback_cascades_user_security_group.md) — When creating any Cascades user, always ask which security group(s) they go in. Deliberate per-user decision; an OU→group auto-mirror was explicitly declined 2026-05-14. OU = sync scope; group = access/CA decision.
- [Cascades folder redirect — fdeploy failure/recovery](feedback_cascades_folder_redirect.md) — Must pre-create subfolders before first logon. fdeploy caches failures silently. Recovery: fix-shell-redirect.ps1. Both GUID and legacy name keys required.
- [Graph CA policy reads are eventually consistent](feedback_graph_ca_policy_eventual_consistency.md) — After PATCHing a CA policy (204), wait ~5s before GET-verifying; immediate reads can be stale.
- [Graph password reset needs a privileged role](feedback_graph_password_reset_requires_role.md) — PATCH passwordProfile on an existing user 403s without a directory role; User.ReadWrite.All alone only sets a password at CREATE.
- [Vault writes — do the full sequence yourself](feedback_complete_vault_operations_end_to_end.md) — A vault entry = write plaintext → sops -e -i → git add/commit/push, all of it; don't stop at "encrypted on disk."
- [GuruRMM dev is Mike's, not Howard's](feedback_rmm_dev_is_mike.md) — Never route RMM dev/bug coord notes to Howard (0 RMM commits by him). Howard only submits RMM feature requests; GuruScan is his project, RMM is not.
- [Syncro is the default PSA; Autotask is opt-in](feedback_psa_default_syncro.md) — Ticketing/billing/customers default to Syncro (/syncro). Only use /autotask on an explicit "in Autotask" request. /autotask kept local/undistributed.
- [Command Formatting](feedback_command_formatting.md) — Always multi-line scripts, never one-liners; one-liners wrap in chat and break on copy-paste
## Machine
- [GURU-5070 Workstation Setup](reference_workstation_setup.md) - Mike's primary (owner confirmed 2026-05-26). Windows 11 Pro. Renamed from OC-5070 → ACG-5070/acg-guru-5070 → GURU-5070; all the same box, all Mike's.
- [GURU-BEAST-ROG Setup Status](machine_windows_guru_setup_status.md) — Windows workstation fully configured except SSH key deployment to servers.
## Pending Setup
- [Mac gururmm setup pending](project_mac_gururmm_setup_pending.md) — ACTION REQUIRED: run `bash scripts/install-hooks.sh` in gururmm repo on Mikes-MacBook-Air before any RMM work
## Project
- [Quantum GoDaddy M365 tenant](project_quantum_godaddy_m365_tenant.md) — quantumwms.com parked in a GoDaddy-provisioned M365 tenant (id ddf3d2c9-b76c-40d9-a216-9f11a1a26f97, netorg18235235.onmicrosoft.com); blocks Pax8 migration until GoDaddy removed. Managed = no DNS takeover; need GoDaddy/GA access.
- [Cascades Migration Plan](project-cascades-migration-plan.md) — Active multi-day migration. Plan file: `C:\Users\Howard\.claude\plans\wise-discovering-panda.md`. Syncro ticket: #110680053. Resume: "resume the Cascades migration plan".
- [GuruRMM Development Principles](gururmm-development-principles.md) - MANDATORY: every feature needs full stack (backend, API, UI, docs, scalability). Product must work without AI agents (AI features are enhancements). Documented in guru-rmm/docs/DESIGN.md.
- [Sync script bug — untracked files (RESOLVED)](project_sync_script_bug.md) — FIXED 2026-05-21: sync.sh now uses `git status --porcelain` for change detection (repo + vault), so untracked-only changes are caught. Added .gitignore for the datto BSOD dumps so the fix doesn't sweep 54MB of binaries.
- [MasterBooter Side Project](project_masterbooter.md) — Howard's Rust+Slint Windows deployment toolkit at C:\MasterBooter, separate from client work. Do not log to clients/.
- [Audio Processor Architecture](project_audio_processor_architecture.md) - Segment-first pipeline: detect breaks before transcription for complete content capture
- [Neptune SBR Email Routing Setup](project_neptune_sbr_email_routing.md) - Full SBR routing chain, config file locations, MailProtector integration, access methods. Treat routing breakage as systemic (devcon, Sorensen/rieussetcorp), not per-client.
- [Dataforth Test Datasheet Pipeline](project_datasheet_pipeline.md) - Full pipeline rebuilt 2026-03-27. Server-side generation replaces DFWDS/Uploader. Website upload still broken.
- [Dataforth Security Incident](project_dataforth_incident_2026-03-27.md) - DF-JOEL2 compromised, MFA deployed, IC3 filed. CA policies enforce April 4.
- [Radio show co-host — Tara, not Tom](radio_show_no_cohost_named_tom.md) — Co-host in 2014-s6e19 and 2016-s8e43 is Tara. "Tom" was hallucinated; rename complete. Multiple co-hosts have rotated through the show.
- [Cascades admin accounts](project_cascades_admin_accounts.md) — Howard uses sysadmin@cascadestucson.com, Mike uses admin@cascadestucson.com; daily admin, NOT break-glass.
- [Cascades CA phased rollout](project_cascades_ca_phased_rollout.md) — Caregiver CA policies scoped to SG-Caregivers-Pilot, expand by dept; PATCH excludeGroups, never delete the all-users-MFA policy.
- [Cascades caregiver pilot cleanup](project_cascades_pilot_cleanup.md) — Remove pilot accounts (pilot.test@, howard.enos@) at the end of the caregiver bypass pilot.
- [Proposal: centralize config in identity.json](proposal_identity_centralization.md) — Rationale for the identity.json machine-config centralization (claudetools_root, ollama/python); now implemented.
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