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claudetools/.claude
Mike Swanson a32dfc33fa syncro: invoice-note policy — block hours remaining, low-block (<4hr) renew + Winter tag, recurring sweep
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>
2026-06-16 08:56:42 -07:00
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