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MyOrg Assistant - Implementation Tasks

Project: +myorg-assistant
Created: 2026-01-31
Last Updated: 2026-02-07
Status: 🎉 PRODUCTION READY - 83% Complete (4 of 6 phases)

Status Legend

  • [ ] Not started
  • [~] In progress
  • [x] Completed
  • [-] Cancelled/Skipped

Phase 0: Project Setup & Foundation (Week 1) ✅ COMPLETED

Project Structure

  • Create project repository structure
  • Set up src/ directory with subdirectories (agent, tools, parsers, api, bot, web, scheduler)
  • Create tests/ directory
  • Create k8s/ directory for Kubernetes manifests
  • Create Dockerfile and requirements.txt

Python Environment

  • Create virtual environment
  • Install core dependencies (FastAPI, Claude Agent SDK, GitPython, Discord.py)
  • Set up pre-commit hooks (black, ruff, mypy)
  • Create requirements.txt and requirements-dev.txt

Parsers

  • Create TodoParser for todo.txt format
  • Create CalendarParser for calendar.txt format
  • Create ProjectParser for projects.txt format
  • Write unit tests for TodoParser
  • Write unit tests for CalendarParser
  • Write unit tests for ProjectParser

Test Repository

  • Create test myorg repository with sample data
  • Add sample todo.txt
  • Add sample calendar.txt
  • Add sample projects.txt
  • Add sample telos.md

Phase 1: Core Agent with File Tools (Week 1-2) ✅ COMPLETED

Claude Agent SDK Setup

  • Configure connection to LiteLLM endpoint
  • Set up Claude Sonnet 4.5 model
  • Create base agent class
  • Create agent system prompt

File Operation Tools

  • Implement read_file(path)
  • Implement write_file(path, content)
  • Implement append_to_file(path, content)
  • Implement list_files(directory)
  • Add safety checks (validate paths, backup before write)

Task Management Tools

  • Implement add_task(description, project, context, priority, due_date)
  • Implement complete_task(task_line_number)
  • Implement search_tasks(filters)
  • Integrate with TodoParser for formatting

Git Tools

  • Implement git_status()
  • Implement git_commit(message)
  • Implement git_pull()
  • Implement git_push()
  • Add error handling for git operations

CLI Testing

  • Build simple CLI for testing
  • Test file operations
  • Test task management
  • Test git integration

Phase 2: Discord Bot Integration (Week 2-3) ✅ COMPLETED

Discord Bot Setup

  • Create Discord application and bot
  • Implement discord.py integration
  • Connect bot to agent backend

Bot Commands

  • Implement natural conversation handling
  • Implement /briefing command
  • Implement /add command
  • Implement /tasks command
  • Implement /today command
  • Implement /context command

Discord Formatting

  • Format agent responses for Discord markdown
  • Add emoji support for readability
  • Handle long responses (pagination/truncation)

Docker & Deployment

  • Create Dockerfile
  • Create Kubernetes Deployment manifest
  • Create ConfigMap for configuration
  • Create Secret for Discord token and git credentials
  • Create PersistentVolumeClaim for myorg repository
  • Deploy to k3s cluster

Repository Sync

  • Clone myorg repo on container startup
  • Implement periodic git pull (every 15 minutes)
  • Implement auto-push after agent commits

Phase 3: Scheduled Briefings & Reminders (Week 3-4) ✅ COMPLETED

Briefing Generators

  • Implement generate_morning_briefing()
  • Implement generate_evening_summary()
  • Format briefings as Discord messages

Reminder Logic

  • Implement check_deadlines() (7d, 3d, 1d warnings)
  • Implement check_waiting_items()
  • Implement check_upcoming_events() (30 min before)

Scheduling System

  • Choose scheduling approach (APScheduler vs K8s CronJobs)
  • Configure timezone handling

Kubernetes CronJobs

  • Create morning-briefing CronJob (8:00 AM)
  • Create evening-summary CronJob (8:00 PM)
  • Create deadline-checker CronJob (hourly)
  • Create waiting-followup CronJob (weekly Monday 9:00 AM)
  • Create git-sync CronJob (every 15 minutes)

Context Inference

  • Implement infer_context(time, calendar_events)
  • Add time-based rules (work hours, evenings, weekends)
  • Add calendar-based inference

Phase 4: Web Interface (Week 4-5) ✅ COMPLETED

FastAPI Setup

  • Create FastAPI application
  • Add Jinja2 template engine
  • Configure static file serving

Core Pages

  • Build Dashboard page (/)
  • Build Chat page (/chat)
  • Build Tasks page (/tasks)
  • Build Calendar page (/calendar)
  • Build Projects page (/projects)

Styling

  • Create vanilla CSS stylesheet
  • Implement responsive layout
  • Add dark mode support (deferred)

HTMX Interactivity

  • Add task completion without reload
  • Add live task filtering
  • Add quick-add forms
  • Add auto-refresh sections

Real-time Chat

  • Implement SSE for chat
  • Add real-time agent responses
  • Add streaming message updates

Authentication

  • Add basic authentication (password or API key)
  • Protect web interface

Kubernetes Updates

  • Add Service for web interface
  • Add Ingress (optional)
  • Configure internal DNS

Phase 5: Advanced Intelligence (Week 5-6)

Calendar Tools

  • Implement parse_calendar()
  • Implement add_event()
  • Implement get_events(date_range)
  • Implement get_todays_events()

Project & Goal Tools

  • Implement get_active_projects()
  • Implement get_quarterly_goals()
  • Implement get_telos()
  • Implement analyze_project_progress(project)
  • Implement analyze_goal_progress(goal)

Intelligent Suggestions

  • Implement suggest_tasks(context, time_available, energy_level)
  • Filter by context
  • Consider time of day
  • Prioritize goal-aligned work
  • Add suggestions to morning briefing

Goal Alignment

  • Show project → goal → mission mappings
  • Highlight projects not progressing
  • Suggest tasks that move goals forward
  • Generate weekly goal progress report

Working Memory Integration

  • Auto-update working-memory.txt after significant actions
  • Include working memory in agent context
  • Show recent activities in dashboard

Weekly Review Assistant

  • Follow skills/weekly-review.md guide
  • Create interactive walkthrough via Discord
  • Add automatic archival suggestions
  • Add project progress analysis
  • Add goal alignment check

Phase 6: Polish & Optimization (Week 6-7)

Performance

  • Cache frequently accessed files (telos, goals)
  • Optimize parser performance
  • Reduce LLM API calls where possible
  • Add request/response caching

Error Handling

  • Graceful degradation if LiteLLM unavailable
  • Better error messages for users
  • Automatic retry logic for transient failures
  • Rollback on git commit failures

Monitoring & Logging

  • Add structured logging (JSON format)
  • Log agent actions (file writes, git commits)
  • Track API usage and costs
  • Optional: Add Prometheus metrics

Discord UX Improvements

  • Better formatting and layout
  • Interactive buttons for confirmations
  • Typing indicators while agent thinks
  • Help command with examples

Web UI Improvements

  • Loading states for HTMX requests
  • Error notifications
  • Keyboard shortcuts
  • Accessibility improvements

Configuration

  • Add user preferences (briefing time, reminder settings)
  • Configurable contexts
  • Custom scheduling
  • Store in SQLite database

Testing & QA

  • Integration tests for key workflows
  • Test with real myorg data
  • Performance testing under load
  • Security audit (file access, git operations)

Documentation

  • User guide (how to use bot and web UI)
  • Deployment guide (k8s setup)
  • Development guide (how to add tools)
  • Troubleshooting guide
  • README.md

Current Focus

Phase: Phase 4 Complete! Full-featured assistant with web UI
Status: Phases 0, 1, 2, 3, and 4 completed successfully (83% complete!)
Next Task: Deploy full system or continue with Phase 5 (Advanced Intelligence) and 6 (Polish)