Mike Swanson
0c000109dc
Compressed memory store 104 -> 71 files via four passes: - Syncro: 19 scattered feedback_syncro_* files merged into 3 rule files (api/billing/workflow) + an on-demand feedback_syncro_history.md for incident detail, quotes, and tech/product ID tables. - Four near-duplicate merges: Howard paste-safety, Pluto build server, Howard backend deferral, IX server access (ssh+tailscale). - Per-cluster rule/state/history split applied to GuruConnect (2->1), Dataforth (3->2), Cascades (7->3), GuruRMM (13->3). - New reference_resource_map.md: single auto-loaded cheatsheet for "do I have access to X and how do I connect from this machine?" - MEMORY.md rewritten to match the new layout. Health: broken backlinks 8->7, overlap clusters 12->5, orphans 17->0.
70 lines
3.8 KiB
Markdown
70 lines
3.8 KiB
Markdown
---
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name: Syncro workflow rules — preview comments, appointment ownership/dates, blank contact
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description: Process and etiquette rules for Syncro work — always preview comments before posting, verify appointment day-of-week before creating, ask who the appointment owner is, leave the contact field blank by default for all customers.
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metadata:
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type: feedback
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---
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Rules only. Incident detail and ticket numbers live in [[feedback_syncro_history]] — read on-demand. API mechanics: [[feedback_syncro_api]]. Billing rules: [[feedback_syncro_billing]].
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---
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## 1. ALWAYS preview comments before posting — no exceptions
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Show the full comment text and wait for explicit confirmation before posting **any** comment to a Syncro ticket. No exceptions — not billing, not resolution notes, not client-facing, not internal/hidden notes.
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**Apply:** draft → show as a formatted block → "Good to post?" → wait for yes → only then POST. Also ALWAYS ask for minutes + labor type before logging time — never assume a default.
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Once posted, comments can't be deleted via API (manual GUI cleanup required). See also [[feedback_syncro_api]] §2 (no idempotency).
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---
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## 2. Verify appointment day-of-week before creating
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Print the weekday and confirm it matches intent before posting:
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```bash
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py -c "import datetime; d=datetime.date(2026,5,24); print(d.strftime('%A %Y-%m-%d'))"
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# Sunday 2026-05-24
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```
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**Catch:** always show `Day YYYY-MM-DD` (e.g. "Saturday 2026-05-23") in the preview — never just the numeric date.
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---
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## 3. Ask explicitly who the appointment owner is
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When creating a ticket with an appointment (Onsite, Remote, Phone Call, etc.), explicitly ask **who the appointment owner is** in the preview. Do NOT default to the ticket's assigned tech; do NOT silently add other techs as attendees.
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The owner is whose calendar the appointment lands on as the **primary entry** — they are accountable for being there. Additional `user_ids` only add the entry as secondary items on other techs' calendars (clutter + ambiguity).
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**Preview format:**
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```
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APPOINTMENT
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-----------
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Type: Onsite
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Owner: <ASK USER — whose calendar?>
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Additional attendees: (optional, blank unless explicitly added)
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Start: <start_at>
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End: <end_at>
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```
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API payload: owner is the FIRST entry in `user_ids`. If only the owner, `user_ids` has ONE id. Additional attendees only after explicit confirmation.
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**Don't:** auto-add the ticket's `user_id` as owner without asking; add attendees without direction; treat owner as passive inheritance.
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---
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## 4. Leave the contact field BLANK by default
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When creating or billing tickets, leave `contact_id` / `contact_name` / `contact_email` blank ("Not Assigned") by default for any customer. Only set a contact when the user explicitly says to.
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Blank contact lets Syncro apply **company-level email defaults**, routing notifications to the right people. Setting a specific contact overrides those and may push to a secondary email, bypassing the customer's intended distribution.
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**Apply:**
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- `POST /tickets`: omit `contact_id` from the body entirely. Don't fetch contacts via `GET /customers/{id}` and pick one.
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- `PUT /tickets/{id}`: send only fields you're changing. NEVER include `contact_id`/`contact_name`/`contact_email`, even matching the existing value — PUT can re-apply.
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- Billing/invoices: same rule. Drop `contact_id` if it shows up in any payload.
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- Verify after writes: `GET /tickets/{id}` → `.ticket.contact_id` should be `null`. If set, blank it: `PUT /tickets/{id}` with `{"contact_id": null}`.
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**Watch for Syncro's auto-default:** the contact picker often pre-selects the first-alphabetical or most-recently-used contact (Cascades' Meredith Kuhn is the canonical bad-default — see [[feedback_syncro_history]]). The rule applies the same way: ignore the pre-selection, leave null.
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