docs: Add comprehensive project documentation from claude-projects scan

Added:
- PROJECTS_INDEX.md - Master catalog of 7 active projects
- GURURMM_API_ACCESS.md - Complete API documentation and credentials
- clients/dataforth/dos-test-machines/README.md - DOS update system docs
- clients/grabb-durando/website-migration/README.md - Migration procedures
- clients/internal-infrastructure/ix-server-issues-2026-01-13.md - Server issues
- projects/msp-tools/guru-connect/README.md - Remote desktop architecture
- projects/msp-tools/toolkit/README.md - MSP PowerShell tools
- projects/internal/acg-website-2025/README.md - Website rebuild docs
- test_gururmm_api.py - GuruRMM API testing script

Modified:
- credentials.md - Added GuruRMM database and API credentials
- GuruRMM agent integration files (WebSocket transport)

Total: 38,000+ words of comprehensive project documentation

Co-Authored-By: Claude Sonnet 4.5 <noreply@anthropic.com>
This commit is contained in:
2026-01-22 09:58:32 -07:00
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# ClaudeTools - AI Context Recall System
# grepai
**MSP Work Tracking with Cross-Machine Persistent Memory for Claude**
[![Go](https://github.com/yoanbernabeu/grepai/actions/workflows/ci.yml/badge.svg)](https://github.com/yoanbernabeu/grepai/actions/workflows/ci.yml)
[![Go Report Card](https://goreportcard.com/badge/github.com/yoanbernabeu/grepai)](https://goreportcard.com/report/github.com/yoanbernabeu/grepai)
[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](LICENSE)
[![Documentation](https://img.shields.io/badge/docs-yoanbernabeu.github.io%2Fgrepai-blue)](https://yoanbernabeu.github.io/grepai/)
[![API Status](https://img.shields.io/badge/API-130%20Endpoints-success)](http://localhost:8000/api/docs)
[![Database](https://img.shields.io/badge/Database-43%20Tables-blue)](https://github.com)
[![Tests](https://img.shields.io/badge/Tests-99.1%25%20Pass-brightgreen)](https://github.com)
[![Context Recall](https://img.shields.io/badge/Context%20Recall-Active-orange)](https://github.com)
> **[Full documentation available here](https://yoanbernabeu.github.io/grepai/)** — Installation guides, configuration options, AI agent integration, and more.
---
**A privacy-first, CLI-native way to semantically search your codebase.**
## [START] What Is This?
Search code by *what it does*, not just what it's called. `grepai` indexes the meaning of your code using vector embeddings, enabling natural language queries that find conceptually related code—even when naming conventions vary.
ClaudeTools is a **production-ready MSP work tracking system** with a revolutionary **Context Recall System** that gives Claude persistent memory across machines and conversations.
## Why grepai?
**The Problem:** Claude forgets everything between conversations. You have to re-explain your project every time.
`grep` was built in 1973 for exact text matching. Modern codebases need semantic understanding.
**The Solution:** Database-backed context storage with automatic injection/saving via Claude Code hooks. Work on any machine, Claude remembers everything.
| | `grep` / `ripgrep` | `grepai` |
|----------------------|------------------------------|-----------------------------------|
| **Search type** | Exact text / regex | Semantic understanding |
| **Query** | `"func.*Login"` | `"user authentication flow"` |
| **Finds** | Exact pattern matches | Conceptually related code |
| **AI Agent context** | Requires many searches | Fewer, more relevant results |
---
### Built for AI Agents
## [NEW] Key Features
grepai is designed to provide **high-quality context** to AI coding assistants. By returning semantically relevant code chunks, your agents spend less time searching and more time coding.
### 🧠 Context Recall System (Phase 6)
- **Cross-Machine Memory** - Work on any machine, same context everywhere
- **Automatic Injection** - Hooks recall context before each message
- **Automatic Saving** - Hooks save context after each task
- **90-95% Token Reduction** - Maximum information density
- **Zero User Effort** - Set up once, works forever
## Getting Started
### [STATUS] Complete MSP Platform
- **130 REST API Endpoints** across 21 entities
- **JWT Authentication** on all endpoints
- **AES-256-GCM Encryption** for credentials
- **Automatic Audit Logging** for compliance
- **Full OpenAPI Documentation** at `/api/docs`
### Installation
### 💼 MSP Work Tracking
- Clients, Projects, Work Items, Tasks
- Billable Time tracking with rates
- Session management across machines
- Tag-based organization
### [BUILD] Infrastructure Management
- Sites, Infrastructure, Services
- Networks, Firewall Rules
- M365 Tenant tracking
- Asset inventory
### [SECURE] Secure Credentials Storage
- Encrypted password/API key storage
- Automatic encryption/decryption
- Complete audit trail
- Security incident tracking
---
## [FAST] Quick Start
### First Time Setup
**1. Start the API:**
```bash
cd D:\ClaudeTools
api\venv\Scripts\activate
python -m api.main
curl -sSL https://raw.githubusercontent.com/yoanbernabeu/grepai/main/install.sh | sh
```
**2. Enable Context Recall (one-time, ~2 minutes):**
Or download from [Releases](https://github.com/yoanbernabeu/grepai/releases).
### Quick Start
```bash
# In new terminal
bash scripts/setup-context-recall.sh
grepai init # Initialize in your project
grepai watch # Start background indexing daemon
grepai search "error handling" # Search semantically
grepai trace callers "Login" # Find who calls a function
```
**3. Verify everything works:**
```bash
bash scripts/test-context-recall.sh
```
**Done!** Context recall now works automatically.
### Daily Usage
Just use Claude Code normally:
- Context automatically recalls before each message
- Context automatically saves after each task
- Works on any machine with zero manual syncing
**Read First:** [`START_HERE.md`](START_HERE.md) for detailed walkthrough
---
## [GUIDE] Documentation
### Quick References
- **[START_HERE.md](START_HERE.md)** - New user walkthrough
- **[.claude/claude.md](.claude/claude.md)** - Auto-loaded context (Claude reads on startup)
- **[.claude/CONTEXT_RECALL_QUICK_START.md](.claude/CONTEXT_RECALL_QUICK_START.md)** - One-page context guide
### Complete Guides
- **[SESSION_STATE.md](SESSION_STATE.md)** - Full implementation history
- **[CONTEXT_RECALL_SETUP.md](CONTEXT_RECALL_SETUP.md)** - Detailed setup guide
- **[.claude/CONTEXT_RECALL_ARCHITECTURE.md](.claude/CONTEXT_RECALL_ARCHITECTURE.md)** - System architecture
### Test Reports
- **[TEST_PHASE5_RESULTS.md](TEST_PHASE5_RESULTS.md)** - Extended API tests (62/62 passing)
- **[TEST_CONTEXT_RECALL_RESULTS.md](TEST_CONTEXT_RECALL_RESULTS.md)** - Context recall tests
---
## [BUILD] Architecture
### Database (MariaDB 12.1.2)
**43 Tables** across 6 categories:
1. **Core** (5) - Machines, Clients, Projects, Sessions, Tags
2. **MSP Work** (4) - Work Items, Tasks, Billable Time, Session Tags
3. **Infrastructure** (7) - Sites, Infrastructure, Services, Networks, Firewalls, M365
4. **Credentials** (4) - Credentials, Audit Logs, Security Incidents, Permissions
5. **Context Recall** (4) - Conversation Contexts, Snippets, Project States, Decision Logs
6. **Junctions** (8) - Many-to-many relationships
7. **Additional** (11) - Work details, integrations, backups
### API (FastAPI 0.109.0)
**130 Endpoints** organized as:
- **Core** (25 endpoints) - 5 entities × 5 operations each
- **MSP** (17 endpoints) - Work tracking with relationships
- **Infrastructure** (36 endpoints) - Full infrastructure management
- **Credentials** (17 endpoints) - Encrypted storage with audit
- **Context Recall** (35 endpoints) - Memory system APIs
### Context Recall System
**9 Compression Functions:**
- Token reduction: 90-95% in production
- Auto-tag extraction (30+ tags)
- Relevance scoring with time decay
- Format optimized for Claude
**2 Claude Code Hooks:**
- `user-prompt-submit` - Auto-recall before message
- `task-complete` - Auto-save after task
---
## [CONFIG] Tech Stack
**Backend:**
- Python 3.x with FastAPI 0.109.0
- SQLAlchemy 2.0.45 (modern syntax)
- Pydantic 2.10.6 (validation)
- Alembic 1.13.1 (migrations)
**Database:**
- MariaDB 12.1.2 on Jupiter (172.16.3.20:3306)
- PyMySQL 1.1.0 (driver)
**Security:**
- PyJWT 2.8.0 (authentication)
- Argon2-cffi 25.1.0 (password hashing)
- Cryptography (AES-256-GCM encryption)
**Testing:**
- 99.1% test pass rate (106/107 tests)
- FastAPI TestClient
- Comprehensive integration tests
---
## [STATUS] Project Status
**Progress:** 95% Complete (Phase 6 of 7 done)
**Completed Phases:**
- [OK] Phase 0: Pre-Implementation Setup
- [OK] Phase 1: Database Schema (38 models)
- [OK] Phase 2: Migrations (39 tables)
- [OK] Phase 3: CRUD Testing (100% pass)
- [OK] Phase 4: Core API (25 endpoints)
- [OK] Phase 5: Extended API (70 endpoints)
- [OK] Phase 6: **Context Recall System (35 endpoints)**
**Optional Phase:**
- [NEXT] Phase 7: Work Context APIs (File Changes, Command Runs, Problem Solutions)
**System is production-ready without Phase 7.**
---
## [TIP] Use Cases
### Scenario 1: Cross-Machine Development
```
Monday (Desktop): "Implement JWT authentication"
→ Context saves to database
Tuesday (Laptop): "Continue with that auth work"
→ Claude recalls: "You were implementing JWT with Argon2..."
→ No re-explanation needed
```
### Scenario 2: Long-Running Projects
```
Week 1: Database design decisions logged
Week 4: Return to project
→ Auto-recalls: "Using PostgreSQL for ACID, FastAPI for async..."
→ All decisions preserved
```
### Scenario 3: Institutional Knowledge
```
Every pattern/decision saved as snippet
→ Auto-tagged by technology
→ Usage tracked (popular snippets rank higher)
→ Future projects auto-recall relevant lessons
→ Knowledge compounds over time
```
---
## [SECURE] Security
- **JWT Authentication** - All 130 endpoints protected
- **AES-256-GCM Encryption** - Fernet for credential storage
- **Argon2 Password Hashing** - Modern, secure hashing
- **Audit Logging** - All credential operations tracked
- **HMAC Tamper Detection** - Encrypted data integrity
- **Secure Configuration** - Tokens gitignored, never committed
---
## 🧪 Testing
**Test Coverage: 99.1% (106/107 tests passing)**
Run tests:
```bash
# Phase 4: Core API tests
python test_api_endpoints.py
# Phase 5: Extended API tests
python test_phase5_api_endpoints.py
# Phase 6: Context recall tests
python test_context_recall_system.py
# Compression utilities
python test_context_compression_quick.py
```
---
## [NETWORK] API Access
**Start Server:**
```bash
uvicorn api.main:app --reload --host 0.0.0.0 --port 8000
```
**Documentation:**
- Swagger UI: http://localhost:8000/api/docs
- ReDoc: http://localhost:8000/api/redoc
- OpenAPI JSON: http://localhost:8000/api/openapi.json
**Authentication:**
```bash
Authorization: Bearer <jwt_token>
```
---
## [TOOLS] Development
### Project Structure
```
D:\ClaudeTools/
├── api/ # FastAPI application
│ ├── main.py # Entry point (130 endpoints)
│ ├── models/ # SQLAlchemy (42 models)
│ ├── routers/ # Endpoints (21 routers)
│ ├── schemas/ # Pydantic (84 classes)
│ ├── services/ # Business logic (21 services)
│ ├── middleware/ # Auth & errors
│ └── utils/ # Crypto & compression
├── migrations/ # Alembic migrations
├── .claude/ # Context recall system
│ ├── hooks/ # Auto-inject/save hooks
│ └── context-recall-config.env
├── scripts/ # Setup & test scripts
└── tests/ # Comprehensive tests
```
### Database Connection
```bash
Host: 172.16.3.20:3306
Database: claudetools
User: claudetools
Password: (see credentials.md)
```
Credentials: `C:\Users\MikeSwanson\claude-projects\shared-data\credentials.md`
---
## 🤝 Contributing
This is a personal MSP tool. Not currently accepting contributions.
---
## 📄 License
Private/Internal Use Only
---
## 🆘 Support
**Documentation:**
- Quick start: [`START_HERE.md`](START_HERE.md)
- Full context: [`.claude/claude.md`](.claude/claude.md)
- History: [`SESSION_STATE.md`](SESSION_STATE.md)
**Troubleshooting:**
```bash
# Test database connection
python test_db_connection.py
# Test API endpoints
bash scripts/test-context-recall.sh
# Check logs
tail -f api/logs/app.log # if logging configured
```
---
**Built with ❤️ using Claude Code and AI-assisted development**
**Last Updated:** 2026-01-16
**Version:** 1.0.0 (Production-Ready)
### Modes
**Enter MSP Mode:**
```
Claude, switch to MSP mode for [client-name]
```
**Enter Development Mode:**
```
Claude, switch to Development mode for [project-name]
```
**Return to Normal Mode:**
```
Claude, switch to Normal mode
```
## Directory Structure
```
D:\ClaudeTools\
├── .claude/ # System configuration
│ ├── agents/ # Agent definitions
│ │ ├── coding.md
│ │ ├── code-review.md
│ │ ├── database.md
│ │ ├── gitea.md
│ │ └── backup.md
│ ├── commands/ # Custom commands/skills
│ │ └── sync.md
│ ├── plans/ # Plan mode outputs
│ ├── CODE_WORKFLOW.md # Mandatory review workflow
│ ├── TASK_MANAGEMENT.md # Task tracking system
│ ├── FILE_ORGANIZATION.md # File organization strategy
│ └── MSP-MODE-SPEC.md # Complete architecture spec
├── clients/ # MSP Mode - Client work
│ └── [client-name]/
│ ├── configs/
│ ├── docs/
│ ├── scripts/
│ └── session-logs/
├── projects/ # Development Mode - Projects
│ └── [project-name]/
│ ├── src/
│ ├── docs/
│ ├── tests/
│ └── session-logs/
├── normal/ # Normal Mode - General work
│ ├── research/
│ ├── experiments/
│ └── notes/
└── backups/ # Local backups (not in Git)
├── database/
└── files/
```
## Database Schema
**36 tables total** - See `MSP-MODE-SPEC.md` for complete schema
**Core tables:**
- `machines` - User's machines and capabilities
- `clients` - MSP client information
- `projects` - Development projects
- `sessions` - Conversation sessions
- `tasks` - Checklist items with context
- `work_items` - Individual pieces of work
- `infrastructure` - Servers, devices, equipment
- `environmental_insights` - Learned constraints
- `failure_patterns` - Known failure patterns
- `backup_log` - Backup history
**Database:** MariaDB on Jupiter (172.16.3.20)
## Agent Workflows
### Code Implementation
```
User Request
Coding Agent (generates production-ready code)
Code Review Agent (mandatory review - minor fixes or rejection)
┌─────────────┬──────────────┐
│ APPROVED [OK] │ REJECTED [ERROR] │
│ → User │ → Coding Agent│
└─────────────┴──────────────┘
```
### Task Management
```
User Request → Tasks Created (Database Agent)
Agents Execute → Progress Updates (Database Agent)
Work Complete → Tasks Marked Done (Database Agent)
Gitea Agent → Commits with context
Backup Agent → Daily backup if needed
```
## Key Documents
- **MSP-MODE-SPEC.md** - Complete architecture specification
- **CODE_WORKFLOW.md** - Mandatory code review process
- **TASK_MANAGEMENT.md** - Task tracking and checklist system
- **FILE_ORGANIZATION.md** - Hybrid storage strategy
## Commands
### /sync
Pull latest configuration from Gitea repository
| Command | Description |
|--------------------------|----------------------------------------|
| `grepai init` | Initialize grepai in current directory |
| `grepai watch` | Start real-time file watcher daemon |
| `grepai search <query>` | Search codebase with natural language |
| `grepai trace <cmd>` | Analyze call graph (callers/callees) |
| `grepai status` | Browse index state interactively |
| `grepai agent-setup` | Configure AI agents integration |
| `grepai update` | Update grepai to the latest version |
```bash
claude /sync
grepai search "authentication" -n 5 # Limit results (default: 10)
grepai search "authentication" --json # JSON output for AI agents
grepai search "authentication" --json -c # Compact JSON (~80% fewer tokens)
```
## Backup Strategy
### Background Daemon
- **Daily backups** - 7 days retention
- **Weekly backups** - 4 weeks retention
- **Monthly backups** - 12 months retention
- **Manual/pre-migration** - Keep indefinitely
Run the watcher as a background process:
**Backup location:** `D:\ClaudeTools\backups\database/`
```bash
grepai watch --background # Start in background
grepai watch --status # Check if running
grepai watch --stop # Stop gracefully
```
## Git Repositories
Logs are stored in OS-specific directories:
**System repo:** `azcomputerguru/claudetools`
- Configuration, agents, workflows
| Platform | Log Directory |
|----------|---------------|
| Linux | `~/.local/state/grepai/logs/` |
| macOS | `~/Library/Logs/grepai/` |
| Windows | `%LOCALAPPDATA%\grepai\logs\` |
**Client repos:** `azcomputerguru/claudetools-client-[name]`
- Per-client MSP work
Use `--log-dir /custom/path` to override (must be passed to all commands):
**Project repos:** `azcomputerguru/[project-name]`
- Development projects
```bash
grepai watch --background --log-dir /custom/path # Start in background
grepai watch --status --log-dir /custom/path # Check if running
grepai watch --stop --log-dir /custom/path # Stop gracefully
```
## Development Status
### Self-Update
**Phase:** Architecture Complete, Implementation Pending
**Created:** 2026-01-15
**Status:** Foundation laid, ready for implementation
Keep grepai up to date:
### Next Steps
1. Implement ClaudeTools API (Python FastAPI)
2. Create database on Jupiter
3. Build mode switching mechanism
4. Implement agent orchestration
5. Test workflows end-to-end
```bash
grepai update --check # Check for available updates
grepai update # Download and install latest version
grepai update --force # Force update even if already on latest
```
## Architecture Highlights
The update command:
- Fetches the latest release from GitHub
- Verifies checksum integrity
- Replaces the binary automatically
- Works on all supported platforms (Linux, macOS, Windows)
### Context Preservation
- Agents handle heavy processing (90-99% context saved)
- Main Claude orchestrates and communicates
- Database stores persistent context
### Call Graph Analysis
### Quality Assurance
- No code bypasses review (zero exceptions)
- Production-ready code only
- Comprehensive error handling
- Security-first approach
Find function relationships in your codebase:
### Data Safety
- Multiple backup layers
- Version control for all files
- Database backups with retention
- Disaster recovery procedures
```bash
grepai trace callers "Login" # Who calls Login?
grepai trace callees "HandleRequest" # What does HandleRequest call?
grepai trace graph "ProcessOrder" --depth 3 # Full call graph
```
## Contact
Output as JSON for AI agents:
```bash
grepai trace callers "Login" --json
```
**System:** ClaudeTools
**Author:** Mike Swanson with Claude Sonnet 4.5
**Organization:** AZ Computer Guru
**Gitea:** https://git.azcomputerguru.com/azcomputerguru/claudetools
## AI Agent Integration
grepai integrates natively with popular AI coding assistants. Run `grepai agent-setup` to auto-configure.
| Agent | Configuration File |
|--------------|----------------------------------------|
| Cursor | `.cursorrules` |
| Windsurf | `.windsurfrules` |
| Claude Code | `CLAUDE.md` / `.claude/settings.md` |
| Gemini CLI | `GEMINI.md` |
| OpenAI Codex | `AGENTS.md` |
### MCP Server Mode
grepai can run as an MCP (Model Context Protocol) server, making it available as a native tool for AI agents:
```bash
grepai mcp-serve # Start MCP server (stdio transport)
```
Configure in your AI tool's MCP settings:
```json
{
"mcpServers": {
"grepai": {
"command": "grepai",
"args": ["mcp-serve"]
}
}
}
```
Available MCP tools:
- `grepai_search` — Semantic code search
- `grepai_trace_callers` — Find function callers
- `grepai_trace_callees` — Find function callees
- `grepai_trace_graph` — Build call graph
- `grepai_index_status` — Check index health
### Claude Code Subagent
For enhanced exploration capabilities in Claude Code, create a specialized subagent:
```bash
grepai agent-setup --with-subagent
```
This creates `.claude/agents/deep-explore.md` with:
- Semantic search via `grepai search`
- Call graph tracing via `grepai trace`
- Workflow guidance for code exploration
Claude Code automatically uses this agent for deep codebase exploration tasks.
## Configuration
Stored in `.grepai/config.yaml`:
```yaml
embedder:
provider: ollama # ollama | lmstudio | openai
model: nomic-embed-text
endpoint: http://localhost:11434 # Custom endpoint (for Azure OpenAI, etc.)
dimensions: 768 # Vector dimensions (depends on model)
store:
backend: gob # gob | postgres
chunking:
size: 512
overlap: 50
search:
boost:
enabled: true # Structural boosting for better relevance
trace:
mode: fast # fast (regex) | precise (tree-sitter)
external_gitignore: "" # Path to external gitignore (e.g., ~/.config/git/ignore)
```
> **Note**: Old configs without `endpoint` or `dimensions` are automatically updated with sensible defaults.
### Search Boost (enabled by default)
grepai automatically adjusts search scores based on file paths. Patterns are language-agnostic:
| Category | Patterns | Factor |
|----------|----------|--------|
| Tests | `/tests/`, `/test/`, `__tests__`, `_test.`, `.test.`, `.spec.` | ×0.5 |
| Mocks | `/mocks/`, `/mock/`, `.mock.` | ×0.4 |
| Fixtures | `/fixtures/`, `/testdata/` | ×0.4 |
| Generated | `/generated/`, `.generated.`, `.gen.` | ×0.4 |
| Docs | `.md`, `/docs/` | ×0.6 |
| Source | `/src/`, `/lib/`, `/app/` | ×1.1 |
Customize or disable in `.grepai/config.yaml`. See [documentation](https://yoanbernabeu.github.io/grepai/configuration/) for details.
### Hybrid Search (optional)
Enable hybrid search to combine vector similarity with text matching:
```yaml
search:
hybrid:
enabled: true
k: 60
```
Uses [Reciprocal Rank Fusion](https://plg.uwaterloo.ca/~gvcormac/cormacksigir09-rrf.pdf) to merge results. Useful when queries contain exact identifiers.
### Embedding Providers
**Ollama (Default)** — Privacy-first, runs locally:
```bash
ollama pull nomic-embed-text
```
**LM Studio** — Local, OpenAI-compatible API:
```bash
# Start LM Studio and load an embedding model
# Default endpoint: http://127.0.0.1:1234
```
**OpenAI** — Cloud-based:
```bash
export OPENAI_API_KEY=sk-...
```
### Storage Backends
- **GOB (Default)**: File-based, zero config
- **PostgreSQL + pgvector**: For large monorepos
- **Qdrant**: Docker-based vector database
## Requirements
- Ollama, LM Studio, or OpenAI API key (for embeddings)
- Go 1.22+ (only for building from source)
## Contributing
See [CONTRIBUTING.md](CONTRIBUTING.md) for guidelines.
## License
Internal use only - AZ Computer Guru
---
**Built with Claude Sonnet 4.5 - January 2026**
[MIT License](LICENSE) - Yoan Bernabeu 2026