Files
claudetools/.claude/standards/syncro/time-entry-protocol.md
Mike Swanson f177f45657 fix(syncro): resolve billing SSOT — add_line_item is normal, timers outlier-only
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>
2026-06-08 07:37:36 -07:00

45 lines
2.0 KiB
Markdown

---
name: time-entry-protocol
description: Normal Syncro billing uses add_line_item per the /syncro command; timers are an outlier path used only when Mike explicitly requests one; always confirm minutes + labor type before logging.
applies-to: syncro
---
# Syncro Time Entry Protocol
## Source of truth
The `/syncro` command (`.claude/commands/syncro.md`) is the SINGLE source of truth for
the billing mechanics — product IDs, rates, emergency and prepaid handling, the
line-item + invoice flow. Do not duplicate or contradict it here. This standard states
only the cross-cutting discipline.
## Normal billing = add_line_item
Routine labor bills directly via `POST /tickets/{id}/add_line_item` (see the /syncro
command for the exact payload, product IDs, and `price_retail` rules). This is the
standard, expected path for all normal billing. (Confirmed by Mike, 2026-06-08.)
## Timers are an OUTLIER — not the billing loop
`timer_entry → charge_timer_entry` is NOT part of normal billing. Use it ONLY when Mike
explicitly asks for a timer on a specific job. The capability stays available, but it is
never the default and routine labor is never routed through it.
When a timer IS explicitly requested:
1. `POST /tickets/{id}/timer_entry` → 2. `POST /tickets/{id}/charge_timer_entry`
verify the generated line item's `price_retail` (patch via `update_line_item` if wrong).
- `billable: false` is silently ignored by the API on `timer_entry` — for warranty/free,
verify in the GUI that the charged line landed at $0 and patch if not.
## Always confirm before logging (either path)
Before logging any time, confirm: (1) how many minutes, (2) what labor type — onsite /
remote / emergency / warranty / project. Never assume a default or round up. Billing
errors are client-facing, hard to reverse, and affect prepaid block balances (Winter has
to reverse them manually).
## Prepaid
Check `prepay_hours` on the customer before billing — the /syncro command holds the
authoritative prepaid + emergency rules.