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claudetools/.claude/memory/MEMORY.md
Mike Swanson 8c522b3880 docs: harden agent parity rule — all platforms in same change, no exceptions 
- CODING_GUIDELINES.md: tighten parity rule wording to match Mike's intent:
  "add feature X" means Windows + Linux + macOS in the same commit
- memory: add feedback_gururmm_agent_parity for future session enforcement

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
2026-05-15 15:52:15 -07:00

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# Memory Index
## Reference
- [Syncro API — Invoice Verification Pattern](syncro_invoice_verification_pattern.md) - **CRITICAL:** List endpoint (/invoices?customer_id=X) does NOT return ticket linkage. Must query individual invoices (/invoices/{number}) to get ticket_id field. Invoice numbers are strings. Use ticket ID (not number) for comparison. Real case: falsely reported 31 tickets had no invoices (actually 29 had invoices, 2 were Non-Billable).
- [Approval Workflow: Tools vs Projects](approval-workflow-tools-vs-projects.md) - General tools (remediation-tool, onboard scripts, MSP utilities): Howard can modify OR Claude can execute with Howard/Mike approval. Projects (GuruRMM, etc.): require 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, no key auth from CachyOS workstation yet
- [IX Access via Tailscale](reference_ix_access_tailscale.md) - IX server accessible with Tailscale on, no VPN needed
- [Neptune Access via D2TESTNAS](reference_neptune_access_d2testnas.md) - Neptune must be routed through D2TESTNAS
- [ACG-5070 Workstation](reference_workstation_setup.md) - Windows 11, replaced CachyOS. SOPS vault, Ollama, all dev tools.
- [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, issues). Template at clients/_client_template/.
- [MSP Audit Scripts](reference_msp_audit_scripts.md) - server_audit.ps1 / workstation_audit.ps1 at projects/msp-tools/msp-audit-scripts/. ScreenConnect 80-char rule.
- [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 with command_type=powershell + command text; poll /api/commands/:id for stdout/stderr. Use instead of ScreenConnect copy-paste.
- [Pluto Build Server](reference_pluto_build_server.md) - General-purpose Windows build VM, 172.16.3.36, SSH as Administrator, MSVC toolchain — use for any EXE (utilities, Howard's tools, GuruRMM agent)
## Users
- [Howard Enos](user_howard.md) — Mike's brother, technician, full trust/access. Known machine: ACG-TECH03L.
## Feedback
- [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
- [365 Remediation Tool](feedback_365_remediation_tool.md) - Always means Graph API app fabb3421, not CIPP
- [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 = 1.5× multiplier, not additive. Branch by `customer.prepay_hours`: no-prepaid → `26184` at actual hrs; prepaid → `26118` at hrs×1.5. Never stack. Always set `price_retail`.
- [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.
- [/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 — never set contact on Cascades tickets](feedback_syncro_cascades_contact.md) — Cascades-specific instance of the blank-contact rule above. Kept for the Meredith-defaulting incident detail.
- [Syncro — use a billable labor type, never "Prepaid project labor"](feedback_syncro_labor_type.md) — Time entries 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 — log time entries first, never bare add_line_item](feedback_syncro_timer_first.md) — All Syncro work-time billing MUST go through `timer_entry → charge_timer_entry`. Bare `add_line_item` leaves Syncro time tracking at 00:00:00 and breaks reporting. Mike caught this on 2026-04-30 across 31 tickets; I repeated the bug on 2026-05-01 across 3 more.
- [Syncro — timer_entry response is FLAT](feedback_syncro_timer_response_shape.md) — POST /tickets/{id}/timer_entry returns `{"id": N, ...}` directly, NOT `{"timer": {...}}`. Parse as `.id`. The skill doc's `.timer.id // .timer_entry.id` fallback always resolves to null and causes duplicate-timer retries. 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). Do NOT use Remote/Onsite + `billable: false` — Syncro silently overrides the flag. Do NOT patch `price_retail` to convert one labor product into another; pick the correct product and re-run. Hit on #32225 2026-05-06.
- [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.
- [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.
## Machine
- [ACG-5070 Workstation Setup](reference_workstation_setup.md) - Windows 11 Pro clean install 2026-03-30, replaced CachyOS. All tools installed.
## 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
- [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](project_sync_script_bug.md) — Flagged for Mike. `.claude/scripts/sync.sh` line 53 misses untracked-only changes; one-line fix included.
- [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 Email Routing Issues](project_email_routing_neptune.md) - Multiple clients (devcon, Sorensen/rieussetcorp) have email not routing properly from Neptune
- [Neptune SBR Email Routing Setup](project_neptune_sbr_email_routing.md) - Full SBR routing chain, config file locations, MailProtector integration, access methods
- [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.
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