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