joecastelino
@joecastelino
Public Skills
tekion-fee-charging-tax-diagnosis
by joecastelino
Diagnose "fee X is charging tax and it shouldn't" in Tekion (e.g. "BATTFEE is charging tax") — the INVERSE of tekion-parts-tax-not-calculating-diagnosis. Root cause is almost always the new Parts Tax Code Setup migration leaving a fee's active pricingSetup.taxConfigs EMPTY so the FEES component tax code applies. Covers the all-fees taxConfigs sweep, why legacy EXCLUDE_TAX_CALCULATIONS is ignored, and the parts sale-order pagination trap that produces false "found 0" scans.
jay-brain-and-skill-index
by joecastelino
Operate, diagnose, and repair Jay's GBrain (the single Jay-only knowledge brain) plus the self-maintaining skill index. Use when the nightly brain refresh fails or looks frozen, when gbrain is "command not found", when GBrain search returns nothing/stale, when session knowledge needs to be captured into the brain so it's retrievable later, or when the skill index needs descriptions/metadata/usage-counts. Covers the bun-PATH break, the multi-brain split, the embedding-key gotcha, and the capture-session / skill-usage tracking scripts.
tekion-alignment-by-advisor-report
by joecastelino
Build a Tekion "alignments sold this period, broken down by service advisor" report for ANY AMG store from the LIVE OpenAPI — counting BOTH dedicated alignment opcodes AND alignments bundled inside a service menu/combo op. Produces a 2-page scorecard (page 1 advisor ranking, page 2 RO-level chip detail). The opcode set is PER-STORE; store configs for SCT (dealer 876) and TL (dealer 1092) are pre-approved below. Use when Joe asks for an "alignment report" or "alignment count by advisor" for any store.
persistent-browser-server
by joecastelino
Long-running Playwright browser server (HTTP API on port 9223) that survives across Hermes turns. Use for any SPA that needs a persistent session (Tekion, admin panels, dashboards). Solves the "browser blanks to about:blank every 2-3 turns" problem.
hermes-system-audit
by joecastelino
Run a comprehensive system audit of the AMG Hermes fleet — gateway services, persistent browser servers, cron jobs, GBrain, disk, memory, and agent profiles. Use when Joe reports agent degradation, after weekend incidents, or for recurring health checks.
hermes-slack-approval-config
by joecastelino
Configure who can approve Hermes dangerous command requests in Slack — add/remove approvers, set SLACK_ALLOWED_USERS, and understand how approval routing works.
bc-customer-list-scrub
by joecastelino
Compare/scrub BC customer lists (GM Rewards, Consolidated Leads, etc.) — match customers across lists, flag overlaps, and produce Joe's ranked master output with GM Rewards first (ranked by $) and secondary list appended. Load for ANY BC customer data comparison, list merge, or "scrub these two lists."
tekion-add-services-select-automation
by joecastelino
Automate the Ant Design v5 "Add Services" Select dropdown in Tekion service menu editing. The Select does NOT respond to normal DOM events — this skill documents the TWO working approaches discovered through extensive trial and error.
tekion-parts-appointments-recalls-only
by joecastelino
Restrict Tekion Parts RO Sales appointment notifications to recall opcodes only (or any opcode subset) by mass-toggling the per-opcode "Consider for Parts preparation on Appointment" flag. Covers the Bulk Update UI, the underlying bulk-update API for scale, and full verification. Built for Glade at SCT 2026-07-20; applies to any store.
tekion-browser-navigation
by joecastelino
Log into Tekion DMS via browser, switch dealerships, navigate to Opcode Management, search for opcodes, and edit opcode details. Covers OTP retrieval via IMAP, session persistence, dealer switching pitfalls, and search quirks.
tekion-deferred-by-advisor-daily
by joecastelino
Build the "work deferred/declined per DAY, broken down by service advisor" report for any AMG Tekion store — advisor ranking + trailing-day trend + per-advisor RO-level detail pages (PNG/PDF/CSV). Zero OpenAPI quota.
jay-gmail-draft-verification
by joecastelino
Independently verify a Gmail draft/send that Stacey (email-agent) reports she created — confirm it's actually in Drafts/Sent with correct recipients, body, and attachments, without trusting her self-report alone. Use whenever Joe asks to "chase" or double-check an email Jay routed through Stacey, or when Jay's own Gmail-dependent flow (himalaya/Google API) throws auth errors.
sct-menu-sales-api-scorecard
by joecastelino
Run the SCT (Stevens Creek Toyota) Menu Sales same-day scorecard pipeline from the LIVE Tekion OpenAPI source (NOT Report Builder) and email the PDF to Joe via Stacey. Pulls today's ROs straight from the API, filters to the frozen 316 TEK* maintenance opcodes, resolves advisor names via the persistent browser session on :9223, renders a light-format PNG+PDF scorecard, vision-verifies, and emails. Use for the daily Menu Sales Opened Performance Report cron.
bt-menu-sales-reports
by joecastelino
Run the Blackstone Toyota (BT, dealer 1249) Menu Sales scorecards — Daily Opened, Daily Closed, and Closed Month-To-Date — from the LIVE Tekion OpenAPI. The 4th sibling of the SCT/Kevin, BC/Ruben, and TOL/Sean pipelines. Use for any "BT menu report", "Blackstone Toyota menu sales", or Tony Garcia menu-sales report request. (Menu REBUILD work is a different skill — bt-tony-menu-rebuild.)
sct-menu-sales-closed-mtd-scorecard
by joecastelino
Run the SCT (Stevens Creek Toyota) Menu Sales CLOSED Month-To-Date scorecard pipeline from the LIVE Tekion OpenAPI (incremental design) and email the PDF to Joe via Stacey. This is the daily 6 PM companion to the noon/5pm "Opened" report (see sct-menu-sales-api-scorecard). Covers the incremental master-file design, the ongoing DEALER_QUOTA outage caveat, and the ask-agent send-confirmation timeout workaround.
agent-to-agent-bridge
by joecastelino
Talk directly to other AMG agents (Walter II, Ralph, Don, etc.) from Jay's session via a CLI bridge. Use when Joe asks Jay to coordinate with, relay to, or ask another agent something on the same machine.
bc-menu-sales-reports
by joecastelino
Run the Blackstone Chevrolet & Cadillac (BC, a GM store, dealer 1251) Menu Sales scorecards — Daily Closed (2x/day) and Closed Month-To-Date (1x/day) — from the LIVE Tekion OpenAPI, and have Stacey DRAFT them to Ruben Estrada (Restrada@blackstonegm.com). This is the GM-store sibling of the SCT/Kevin pipeline (sct-menu-sales-api-scorecard). Use for any "BC menu report", "Blackstone Chevy/Cadillac menu sales", or Ruben report request.
sct-alignment-by-advisor-report
by joecastelino
Run the Stevens Creek Toyota (SCT, dealer ST/876) Alignment-by-Advisor report from the LIVE Tekion OpenAPI — counting BOTH dedicated alignment opcodes (ALIGN/OKAL) AND alignments bundled inside a TEK service-menu op. Produces the Joe-approved 2-page Toyota-red scorecard (page 1 advisor ranking PNG, page 2 RO-level chip detail PDF) and hands to Stacey to DRAFT in Joe's inbox. Supports full-month (last month) or closed month-to-date windows. This is THE canonical AMG alignment-report FORMAT Joe reuses a lot going forward.
tekion-oem-rewards-integration
by joecastelino
Answer "can GM Rewards / OEM rewards show on the customer screen or cashiering?" and CHECK whether the My GM Rewards 2.0 integration is enabled at a store by inspecting a live cashiering invoice. Covers the KB article set, where rewards display in the workflow, the manual-tender-vs-integrated-card tell, and how to request enablement. Verified at BC (1251) 2026-09-03.
tekion-declined-deferred-services-report
by joecastelino
Pull declined/deferred services (recommendations customers said no to) for any/all AMG Tekion stores via the internal recommendation/search reporting API. Powers "most declined service", declined-services marketing lists (with customer phone/email), and deferred-dollars opportunity reports. Zero OpenAPI quota.
gm-sasar-action-tracker
by joecastelino
Fill out a GM SASAR (warranty self-audit) corrective-action tracker + BAC Action Plan doc for a GM store (built for Blackstone Chevy BC/1251, Ruben Estrada). Joe supplies RO# + GM citation shorthand; Jay pulls each RO from Tekion, verifies the deficiency, writes a full 20-column corrective-action row, and emails the xlsx + paste-ready action-plan rows. Use when Joe mentions SASAR, GM warranty audit/review, "Action Tracker", or gives lists of ROs with GM citations.
jay-google-sheets-drive-access
by joecastelino
Access Joe's Google Sheets and Drive files from Jay's profile — token symlink bootstrap, reading/writing native Sheets, downloading Drive-hosted .xlsx files (like AMG WIP.xlsx) via alt=media, and the xlsx-vs-native-Sheet write limitation. Established 2026-08-02.
tekion-parts-so-gl-account-routing
by joecastelino
Diagnose "this parts Sales Order / counter sale is hitting the WRONG GL account" (e.g. a Wholesale SO posting to a retail parts sales account). Covers the GLAM Fixed Operations > Part & Accessories > Parts-Counter mapping table, its 6 keying dimensions, the customer.taxable snapshot-vs-master trap, the 2026-08-19 store-wide NO-TAX code rollout that flipped every wholesale order to taxable, date-window bisection (search pagination is silently ignored), and the internal API endpoints to pull a full SO for evidence. Use for any "why did SO X go to retail instead of wholesale" or "where did the taxable status change" question.
sct-menu-sales-by-advisor-category-report
by joecastelino
Build the SCT (Stevens Creek Toyota) Menu Sales CLOSED report for a FULL CALENDAR MONTH, broken down BY SERVICE ADVISOR and GROUPED BY CATEGORY (Basic / Value / Premium). Renders an Advisor x Category matrix plus per-advisor RO-level detail, and emails it to Joe via Stacey. Runs entirely OFFLINE from the per-month master cache — zero Tekion API calls — so it works even during a DEALER_QUOTA outage.