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redmine/docs/raw-notes/features-for-redmine_tickets-sync.md
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Jason Thistlethwaite 9ee9eb3ec6 Organized
2026-10-17 20:50:35 -04:00

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Features / Roadmap: power-user Redmine client (redmine_tickets plane)

[!todo] Keep this file as the index: status, priority, and short summaries.
Long implementation detail lives in docs/raw-notes/features/* and is linked from here.
Update checkboxes when work lands; do not re-expand full specs into this file.

Last status refresh: 2026-07-15 (post browse-loop + attachments + entities + contacts bridge)

Product intent (what this is)

A scriptable power-user Redmine client for humans and agents:

  • durable local ticket (+ contact) cache as the ops workbench
  • property-based local search, saved filters, filesystem queues
  • CLI / TUI-lite read path (Markdown + glow/bat/fzf) then queued writes
  • place to invent/test filters, tools, and agent loops without living in the web UI

Not the system of record (Redmine is).
Not the vault/wiki (curated memory).
Not Qdrant (optional later semantic layer).

First project focus: customer-service.

Env Redmine Cache Wrapper
Prod https://rm.ldrprep.com /home/jason/projects/redmine/cache/redmine_tickets bin/rtl
Dev / mutation testing http://192.168.50.170 /home/jason/projects/redmine/cache-dev/redmine_tickets bin/rtd

Safety defaults

  • Writes/applies prefer LAN; prod needs parent --allow-prod-writes
  • note never emails; customer-email always emails (ugly confirm flag)
  • Browse/actions queue drafts by default (apply later)
  • Dual tools OK for now: tickets workbench vs full redmine_contacts.py CRM CLI, with bridges

Priority stack (current)

Priority Area Status
P0 Durable incremental ticket sync + remote filters Done
P0 Cron for CS refresh (+ queue rematerialize) Running (6h window)
P1 Property-based local search (--where) Done
P1 Markdown view + walk Done
P1 Browse loop (fzf → pager → action menu) MVP done (polish open)
P2 Saved filters + symlink queues Done
P2 Queued notes / customer-email / set-fields Done
P2 Config wrappers (--config, rtl/rtd) Minimal done
P3 Local control tags + suggest + JSONL export Done (LLM refine open)
P3 Contacts mirror + contact-set + ticket-contact Done (cache unify optional)
P4 Attachments list/download/upload Done
P4 Entity extract (patterns) + NMI bridge CLI MVP done
Later Full curses TUI / nested config DSL / master layout Deferred
Adjacent Semantic index / vault decompose / OCR rename skill Separate tracks

Capability map (what you can run today)

Need Command(s)
Refresh tickets sync · cron: cron-scripts/sync-live-customer-service.sh
Search cache search --where '…' · @saved · --control-tag · --has-attachments
Read ticket view ID · walk · browse (loop)
Internal note note (draft → draft apply)
Customer email customer-email + confirm flag
Fields set-fields (--status Closed, etc.) · meta-refresh
Local labels `control-tag add
Contacts contacts-sync · contacts-search · contact-show · contact-set · ticket-contact --fetch
Files `attachments list
Tracking/order hints `entities show
OCR scan rename ocr-rename --issue-id / --where '@scanned-document'
Categories categories list [--refresh]
Queues on disk materialize-queues --config queues.example.json

Cookbook: docs/cli_power_user_client.md

P0 — Sync foundation

Detail: features/sync-foundation

  • Stable cache path (not per-run timestamped dirs)
  • Incremental full-fetch skip when updated_on unchanged
  • Server-side updated_on + status_id (remote flags)
  • Local post-filters retained
  • Sync progress + --quiet for cron
  • Cache never auto-deletes old ticket JSON
  • Run-stats ring buffer (--run-log)
  • Cron: live + dev CS scripts; 6h remote window; rematerialize queues after sync
  • Optional contacts cron: cron-scripts/sync-live-contacts.sh
  • Confirm long-term cadence (currently ~every few minutes) is still desired
  • Full fetch includes attachments metadata (not just journals/helpdesk)
./bin/rtl sync --remote-status-id '*' --remote-updated-since 2h --run-log --quiet

P1 — Local search

Detail: features/local-search-and-cli-client · redmine_ticket_query.py
Historical thin search: ../2026-07-14_localsearch_before_sanity

  • JSON path filters + includes() / since() / AND/OR / parens
  • Nested helpdesk/contact paths
  • --ids-only, ordering, max caps
  • Table columns: assignee, contact, control tags
  • --has-attachments (cache metadata)
  • No default status filter — closed tickets appear if cached
  • Optional default “open-ish” profile (if desired later)

P1 — Read path + browse loop

Detail: features/local-search-and-cli-client · redmine_ticket_view.py · redmine_ticket_browse.py

  • Ticket → Markdown (view) + MD cache under markdown/
  • Pagers: glow / bat / batcat / cat
  • walk (n/p/q)
  • browse loop: fzf (or numbered) → pager → action menu → list
    • Actions: view again, queue note/private note, queue fields, control-tag, contact handoff, entities, print id
    • Mutations queue only
    • --once, --pager, filters same family as search
  • Browse polish (user-noted “minor things”) — collect below under Open polish
  • Full curses/TUI (linear-tui style) still later, not blocking ops
./bin/rtl browse --where 'assigned_to IS NULL' --max-tickets 80 --pager glow

P2 — Filters, queues, mutations

Detail: features/local-search-and-cli-client · drafts in redmine_ticket_drafts.py

  • saved-filters/*.expr + @name
  • materialize-queues symlink folders
  • note vs customer-email (hard separation; Helpdesk email_note path)
  • Draft list/cancel/apply; draft binds base_url; obvious draft_id=
  • set-fields + name→id (meta-refresh)
  • Parent --allow-prod-writes (not subparser-shadowed)
  • Minimal --config + bin/rtl / bin/rtd / bin/qaa
  • Nested config defaults (search.max-tickets etc.) — features/config-files
  • Note body from file + optional pandoc→Textile (steering list)
./bin/rtl note --issue-id 41934 --body 'staff context' --private
./bin/rtl customer-email --issue-id 41934 --body '…' --i-understand-this-emails-the-customer
./bin/rtl --allow-prod-writes draft apply <id>

P3 — Control tags

Detail: features/control-tags · export: redmine_ticket_control_export.py

  • Local wipeable store under control-tags/tags.json
  • add / remove / list / show / for-issue / wipe
  • suggest (--where rules, optional --apply local)
  • export → JSONL for training / refine
  • LLM refine loop (consume export, propose tags, human correct/incorrect)

P3 — Contacts

Detail: features/contacts-sync-integration · redmine_ticket_contacts.py
Full CRM still: redmine_contacts.py (separate cache/CLI by design for now)

  • Durable mirror: <cache>/contacts/
  • contacts-sync / contacts-search / contact-show
  • contact-set draft/apply (tags, company, names, --set)
  • ticket-contact bridge; --fetch implies show+refresh (bugfix)
  • Contact column in ticket search
  • Optional unify on-disk layout with redmine_contacts.py (only if dual-cache pain grows)

P4 — Attachments

Detail: features/attachments · redmine_ticket_attachments.py

  • attachments list (cache-first, --refresh)
  • attachments download (one / --all)
  • attachments upload --apply (POST /uploads.json + issue uploads; no email)
  • OCR rename workflow CLI (ocr-rename) — features/ocr-rename

P4 — Entities + NMI

Detail: features/entity-type-mapper · redmine_ticket_entities.py · redmine_ticket_nmi.py

  • Pattern extract: UPS/USPS, order/SKU/account + LDR item_no
  • Shown in Markdown view
  • entities show|scan
  • entities nmi bridge to mrscClient-php bin/nmi (cs-brief / resolve)
  • Noise filters on medium-confidence order_id hits
  • Richer NMI membership index (known order/item windows) if CLI alone isn’t enough
  • One-key NMI from browse menu (m → private note draft)

Open polish / small bugs (browse + ops)

  • Browse: fzf header/keybinding discoverability
  • Browse: optional preview window in fzf (--no-preview to disable)
  • Browse: louder draft queue banner (announce_draft)
  • Browse: m → entities nmi brief → private note draft
  • Entity noise filters + LDR 9-digit item_no
  • Note --body-file (already) + --to-textile (pandoc)
  • search/browse/walk --open-only
  • OCR attachment → rename (ocr-rename) MVP
  • OCR cron pack for HR “Scanned document” inboxes
  • categories create/update (list only for now)

Steering / next decisions (pick a lane)

A — Daily-driver polish — done for now

Reopen if browse UX still nags.

B — CS frontage / NMI / OCR — MVP+ done

Optional: OCR cron for HR; NMI membership index.

C — CRM / spam tooling ← good next lane

  1. Deeper contact-set (custom fields) or keep routing to redmine_contacts.py
  2. Control-tag LLM refine from JSONL export
  3. Issue categories create/update for triage taxonomy

D — Bigger product bets (defer unless intentional)

  • Full curses TUI
  • Unified contact cache
  • Composable remote/local filter DSL
  • Redmine project/version/custom-field admin

Explicitly out of this index (or later)

Item Notes
Semantic index v2 semantic_index/ — feed from this cache
Vault decompose separate track
Redmine admin: versions / custom field definitions / project modules not ticket ops
Master global JSON + symlink org nice-to-have

Related docs

  • docs/cli_power_user_client.md — usage cookbook
  • docs/ticket_sync_tool_plan.md — original sync plan
  • docs/2026-07-14_localsearch_before_sanity.md — historical
  • docs/ticket_spam_cleanup_handoff_2026-07-09.md — spam consumers
  • docs/raw-notes/features/*.md — detail files
  • configs/live.json, configs/dev.json · bin/rtl · bin/rtd

Feature detail files

File Topic
features/sync-foundation Sync / cache / remote filters
features/local-search-and-cli-client Search, view, walk, queues, writes
features/control-tags Local control tags
features/contacts-sync-integration Contacts mirror + bridge
features/attachments File attachments
features/entity-type-mapper Entities + NMI
features/nmi-bridge NMI env + browse m
features/ocr-rename OCR subject rename
features/browse-loop fzf browse loop
features/config-files Config / aliases

Maintenance rule

  1. Put full detail in docs/raw-notes/features/<name>.md
  2. Leave status + short bullets + link here
  3. Prefer updating the feature file over re-pasting long prose into this index
  4. When fixing a bug from Bug reports, check the box and leave the minimal repro snippet

Bug reports and QOL (resolved log)

--allow-prod-writes unrecognized / ignored

  • Parent flag only; subparser copies removed (child defaults overwrote parent)

Draft id not obvious

  • draft_id= / apply_hint= key=value output

Drafts ignore create-time base-url

  • Apply prefers draft base_url; conflict needs --allow-base-url-override

Configs / short aliases

  • Minimal --config + bin/rtl|rtd|qaa

ticket-contact --fetch alone did nothing

  • --fetch implies show + live refresh into contacts cache

Modules (code map)

Module Role
redmine_tickets.py CLI entry + sync + routing
redmine_ticket_query.py Local AST filters
redmine_ticket_view.py Markdown render / pager
redmine_ticket_browse.py fzf loop + action menu
redmine_ticket_filters.py Saved filters / queues
redmine_ticket_drafts.py Draft queue + write safety hosts
redmine_ticket_meta.py Name→id meta cache
redmine_ticket_control_tags.py Local tags store
redmine_ticket_control_export.py Tag JSONL export
redmine_ticket_contacts.py Contact mirror
redmine_ticket_attachments.py Upload/download helpers
redmine_ticket_entities.py Pattern extract
redmine_ticket_nmi.py NMI CLI bridge
redmine_ticket_ocr.py Attachment OCR + subject suggest
redmine_contacts.py Full CRM CLI (sibling tool)
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