toga-ai 1.0.85 → 1.0.86
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@@ -44,12 +44,22 @@ relays the payload to the ClickUp API verbatim.
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`description => $body->description`, and custom fields for sales rep / presales email / presales
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user id / opportunity number / customer number.
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- **
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The single payload-builder is NetSuite **UserEvent script 2493 "Create Clickup Opportunity"**
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(`customscript2493`, deployment `customdeploy1`), which fires `afterSubmit` when the Opportunity
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"Presales Lead" field (`custbody_ctc_solution_architect`, employee ref) transitions **empty→set**.
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Its output depends entirely on the trigger **context** (because it reads field values off
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`context.newRecord`):
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- **Full-record contexts** — form save (`create`/`edit`), and REST/SOAP API edits (NetSuite context
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`RWS`/`WS`, e.g. the `touch_opportunity_presales_lead.php` tool) — carry the whole record →
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`tranid`/entity/title are present → **correct** name. Verified 2026-06-15: touching opp 5483750 via
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REST produced `60533 — 560 Endeavor Health — Data Center Facility Consolidation Services`.
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- **Partial-record `xedit`** — `submitFields()`, inline-grid edits, mass updates — put only the
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changed field on `context.newRecord` → `tranid`/entity/title read empty → 2493 falls back to
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`name = "OPP " + record.id` with empty descriptive/custom fields → the degenerate stub.
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The degenerate trigger is **scheduled script 2412 "Update Opp Status / % to Close / Presales Lead"**
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(deployment `customdeploy_update_opp_status_morning`, status SCHEDULED). It auto-assigns the Presales
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Lead via `submitFields` (NetSuite context `SCH`, user `-System-`), which fires 2493 in `xedit` → stub.
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## Data model
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- ClickUp Opportunities list `901111987449`; custom-item id `1009`.
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@@ -62,18 +72,30 @@ There are (at least) two NetSuite-side triggers feeding this one webhook:
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None — single internal Agilant/True integration.
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## Gotchas / known issues
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- **`OPP <internalId>` degenerate tasks (root
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`OPP 7147699` with no description/fields. The name is built
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(
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empty
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- **`OPP <internalId>` degenerate tasks (root-caused & confirmed 2026-06-15).** A task named just
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`OPP 7147699` with no description/fields. The name is built by NetSuite and relayed verbatim;
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the opps are **fully populated** in NetSuite (so it's not missing data, not a TOGA bug). Cause:
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scheduled script **2412** sets the Presales Lead via `submitFields` (empty→set) → fires UserEvent
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**2493** in `xedit` context → 2493 reads `tranid`/entity/title off the partial `newRecord` (empty)
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→ `name = "OPP " + id`. Confirmed via `systemnote`: each of the 4 stubs (Jun 12–13) was preceded
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~1–2s by a `context=SCH`, user `-System-`, `CUSTBODY_CTC_SOLUTION_ARCHITECT` set (to Cory Martin,
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employee 38886). **Regression date:** script 2412's source file
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(`Update_Opportunity_Status_Percent_to_Close.js`, file id 5182695) was last modified **2026-06-01**,
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and **zero** stubs existed in the prior ~14 months (full ClickUp sweep, Apr 2025→Jun 12 2026) — the
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June 1 edit added the Presales-Lead auto-assignment. **Precise failure condition:** only the
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*empty→set* transition fires it — a scheduled set to an already-present lead is a no-op (confirmed
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on opp 5483750, where a 07:02 `SCH` set produced no stub because the lead was already present).
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- **Fix options (NetSuite-side, in script 2493):**
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- *Preferred* — `record.load({type, id: context.newRecord.id})` (or `search.lookupFields` for
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`tranid`/entity/title) before building `name`. Works for **every** trigger context; produces
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correct names instead of stubs-or-nothing.
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- *Alternative* — skip on `xedit` (`if (context.type === context.UserEventType.XEDIT) return;`).
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Suppresses the stubs but **also drops** legitimate task creation from inline-grid edits, mass
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updates, and any other `submitFields` automation. Does **not** affect full-form saves, creates,
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or REST/SOAP edits (incl. the touch tool, which is `RWS`/full-edit). Trades a visible bug for a
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silent one — only acceptable if presales leads are never set inline/in bulk.
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- *TOGA backstop (optional)* — in `createTask()`, if `name` is empty or matches `^OPP \d+$`, look
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the opp up by internal id and rebuild the name before POSTing.
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- **No inbound logging.** `Webhook_NetSuite::post()` has a `// Log payload to file` comment but does
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**nothing** — the raw NetSuite payload is persisted nowhere, which is why this was hard to trace.
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Adding real request logging here would make recurrences diagnosable immediately.
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@@ -83,7 +105,26 @@ None — single internal Agilant/True integration.
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- Handler is triplicated; a fix must be applied to the live `webhook/` copy (and ideally the others
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to avoid drift).
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## Remediation (re-create a proper task for an existing stub)
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Because the integration is create-only, an `OPP <id>` stub can't be "fixed" in place — you
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re-fire 2493 from a full-record context, which creates a correctly-named task alongside the stub
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(then delete the stub). Run the touch tool with the opp internal id(s):
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```
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php test/@dave/touch_opportunity_presales_lead.php <id1>,<id2>,...
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```
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It blanks then restores `custbody_ctc_solution_architect` via REST (`RWS`/full-edit), firing 2493
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with the full record → proper `<tranid> — <custNum> <customer> — <title>` task ~1–2s later.
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**Leaves the original stub** — delete the `OPP <id>` task in ClickUp afterward.
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Done 2026-06-15 for opps 7147699/7147698/7147472/6382879 → 4 proper tasks created; the 4 stubs
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(task ids `868k0tr41`, `868k0tr16`, `868k0rwtp`, `868k0h44m`) were left for deletion.
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## Change history
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- 2026-06-15 — Identified the exact NetSuite culprits (scheduled **2412** `submitFields`→`xedit`→
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UserEvent **2493**), regression date (script 2412 modified 2026-06-01; no stubs before Jun 12),
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and `systemnote`/`SCH` confirmation; added remediation-via-touch procedure and fix-option
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trade-offs (`record.load` vs skip-`xedit`). (dfranks)
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- 2026-06-15 — Documented integration + root-caused `OPP <internalId>` degenerate tasks to a NetSuite
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scheduled (~:01 hourly) fallback payload; confirmed live receiver is `webhook/`, not api2/worker2;
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noted no-op inbound logging and the Opp#/Cust# swap. (dfranks)
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package/package.json
CHANGED