Complete project organization: move all DOS files to projects/dataforth-dos, create client folders, update Claude config
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ORGANIZATION_SETUP_COMPLETE.md
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ORGANIZATION_SETUP_COMPLETE.md
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# Organization System Setup - COMPLETE
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**Date:** 2026-01-20
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**Status:** All files organized, system configured for automatic placement
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---
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## What Was Done
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### 1. Created Organized Folder Structure
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```
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D:\ClaudeTools/
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├── clients/ # CLIENT-SPECIFIC WORK
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│ ├── dataforth/ # Dataforth client folder (empty - files in projects)
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│ └── horseshoe-management/ # Horseshoe Management
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│ ├── CLIENT_INFO.md # Client info & issue history
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│ └── session-logs/ # Support session logs
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│
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├── projects/ # PROJECT-SPECIFIC WORK
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│ ├── dataforth-dos/ # Dataforth DOS Update System
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│ │ ├── batch-files/ # 17 .BAT files
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│ │ ├── deployment-scripts/ # 33 PowerShell scripts
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│ │ ├── documentation/ # 8 markdown docs
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│ │ ├── session-logs/ # DOS session logs
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│ │ └── PROJECT_INDEX.md # Complete project reference
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│ │
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│ └── claudetools-api/ # ClaudeTools MSP API
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│ └── session-logs/ # API session logs
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│
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├── session-logs/ # GENERAL/CROSS-PROJECT LOGS
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│ └── YYYY-MM-DD-session.md # Mixed work sessions
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│
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├── .claude/ # CLAUDE CONFIGURATION
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│ ├── commands/save.md # Updated for project awareness
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│ ├── FILE_PLACEMENT_GUIDE.md # New placement rules
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│ └── CLAUDE.md # Updated with organization info
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│
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├── credentials.md # SHARED CREDENTIALS (root)
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├── SESSION_STATE.md # OVERALL PROJECT STATE (root)
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└── PROJECT_ORGANIZATION.md # MASTER INDEX (root)
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```
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### 2. Moved Existing Files to Correct Locations
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**Dataforth DOS Project (61 files organized):**
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- ✓ 17 batch files → `projects/dataforth-dos/batch-files/`
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- ✓ 33 deployment scripts → `projects/dataforth-dos/deployment-scripts/`
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- ✓ 8 documentation files → `projects/dataforth-dos/documentation/`
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- ✓ 1 session log → `projects/dataforth-dos/session-logs/2026-01-20-session.md`
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- ✓ 1 project index → `projects/dataforth-dos/PROJECT_INDEX.md`
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**Horseshoe Management Client:**
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- ✓ Client info created → `clients/horseshoe-management/CLIENT_INFO.md`
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- ✓ Glance/Intuit issue documented
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### 3. Created Reference Documents
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**Master Documents:**
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1. `PROJECT_ORGANIZATION.md` - Complete system overview
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2. `.claude/FILE_PLACEMENT_GUIDE.md` - Detailed placement rules
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**Project-Specific:**
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3. `projects/dataforth-dos/PROJECT_INDEX.md` - DOS project reference
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4. `projects/dataforth-dos/session-logs/2026-01-20-session.md` - Complete session log
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**Client-Specific:**
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5. `clients/horseshoe-management/CLIENT_INFO.md` - Client history
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### 4. Updated Claude Configuration
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**Modified Files:**
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- `.claude/commands/save.md` - Now project-aware
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- `.claude/CLAUDE.md` - References new organization
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- File placement rules integrated
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---
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## How It Works Now
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### When Creating New Files
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Claude will automatically determine where to save based on context:
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**Working on Dataforth DOS?**
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- Batch files → `projects/dataforth-dos/batch-files/`
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- Scripts → `projects/dataforth-dos/deployment-scripts/`
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- Docs → `projects/dataforth-dos/documentation/`
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- Session log → `projects/dataforth-dos/session-logs/`
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**Helping a Client?**
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- Updates → `clients/[client-name]/CLIENT_INFO.md`
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- Session log → `clients/[client-name]/session-logs/`
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**Mixed/General Work?**
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- Session log → `session-logs/` (root)
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**ClaudeTools API Development?**
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- Code → `api/`, `migrations/` (existing structure)
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- Session log → `projects/claudetools-api/session-logs/`
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### When Using `/save` Command
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The command now:
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1. Determines which project/client you're working on
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2. Saves to appropriate `session-logs/` folder
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3. Includes all credentials, commands, decisions
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4. Updates relevant index files
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### Context Recovery
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When Claude needs previous context:
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1. **By Project:** Check `projects/[project]/PROJECT_INDEX.md`
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2. **By Client:** Check `clients/[client]/CLIENT_INFO.md`
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3. **By Date:** Check appropriate `session-logs/YYYY-MM-DD-session.md`
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4. **Infrastructure:** Check `credentials.md` (root)
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---
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## Benefits
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### For You
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- **Faster Context Recovery:** Files in predictable locations
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- **Better Organization:** No more searching root directory
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- **Client History:** All client work documented together
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- **Project Focus:** Each project has complete reference
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### For Claude
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- **Automatic Placement:** Knows where to save files
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- **Quick Searches:** Can look in specific project folders
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- **Better Context:** Project-specific session logs
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- **Consistent Structure:** Same pattern for all projects
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---
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## Quick Reference
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### Find Dataforth DOS Info
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```
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projects/dataforth-dos/PROJECT_INDEX.md
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```
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### Find Horseshoe Management History
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```
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clients/horseshoe-management/CLIENT_INFO.md
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```
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### Find Today's Session Work
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```
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# If working on Dataforth DOS:
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projects/dataforth-dos/session-logs/2026-01-20-session.md
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# If general work:
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session-logs/2026-01-20-session.md
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```
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### Find Infrastructure Credentials
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```
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credentials.md (root - search for server/service name)
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```
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### Understand Organization System
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```
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PROJECT_ORGANIZATION.md (master index)
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.claude/FILE_PLACEMENT_GUIDE.md (detailed rules)
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```
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---
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## File Placement Quick Guide
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| What You're Creating | Where It Goes |
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|---------------------|---------------|
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| DOS .BAT file | `projects/dataforth-dos/batch-files/` |
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| DOS deployment script | `projects/dataforth-dos/deployment-scripts/` |
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| DOS documentation | `projects/dataforth-dos/documentation/` |
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| DOS session log | `projects/dataforth-dos/session-logs/` |
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| Client support notes | `clients/[client]/session-logs/` |
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| API code | `api/`, `migrations/` (existing) |
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| API session log | `projects/claudetools-api/session-logs/` |
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| General session log | `session-logs/` (root) |
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| Shared credentials | `credentials.md` (root) |
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---
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## Examples of Proper Placement
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### Example 1: Fixed NWTOC.BAT Bug
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```
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New file: NWTOC.BAT v2.5
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Location: projects/dataforth-dos/batch-files/NWTOC.BAT
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New file: deploy-nwtoc-fix.ps1
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Location: projects/dataforth-dos/deployment-scripts/deploy-nwtoc-fix.ps1
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New file: NWTOC_FIX.md
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Location: projects/dataforth-dos/documentation/NWTOC_FIX.md
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Session log: 2026-01-20-session.md
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Location: projects/dataforth-dos/session-logs/2026-01-20-session.md
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```
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### Example 2: Helped Horseshoe Management with Glance
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```
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Updated: CLIENT_INFO.md
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Location: clients/horseshoe-management/CLIENT_INFO.md
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Session log: 2026-01-20-session.md
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Location: clients/horseshoe-management/session-logs/2026-01-20-session.md
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```
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### Example 3: Added ClaudeTools API Endpoint
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```
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New file: new_router.py
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Location: api/routers/new_router.py (existing structure)
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New file: migration
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Location: migrations/versions/xxx_add_table.py
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Session log: 2026-01-20-session.md
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Location: projects/claudetools-api/session-logs/2026-01-20-session.md
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```
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---
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## Maintenance
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### Update Index Files After:
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- Creating new project → Add to PROJECT_ORGANIZATION.md
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- Major file additions → Update project's PROJECT_INDEX.md
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- Client interactions → Update client's CLIENT_INFO.md
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### Monthly Cleanup:
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- Review root directory for misplaced files
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- Move files to correct locations
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- Update file counts in indexes
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---
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## Success Metrics
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**Before Organization:**
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- 61 DOS files scattered in root directory
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- No client-specific folders
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- One general session-logs folder
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- Hard to find specific project context
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**After Organization:**
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- All 61 DOS files in `projects/dataforth-dos/`
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- Client folders with history
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- Project-specific session logs
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- Clear separation of concerns
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- Easy context recovery
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---
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## Next Steps
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**System is ready!** Claude will now automatically:
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1. Save files to correct project/client folders
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2. Create session logs in appropriate locations
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3. Update index files as needed
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4. Maintain organized structure
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**You can:**
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- Continue working as normal
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- Use `/save` command (now project-aware)
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- Reference `PROJECT_ORGANIZATION.md` anytime
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- Trust files will be in predictable locations
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---
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**Organization Status:** ✓ COMPLETE
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**Claude Configuration:** ✓ UPDATED
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**File Placement:** ✓ AUTOMATIC
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**Context Recovery:** ✓ OPTIMIZED
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All future work will be automatically organized by project and client!
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