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Mike Swanson 4efceab2e3 Complete project organization: move all DOS files to projects/dataforth-dos, create client folders, update Claude config

2026-01-20 16:03:00 -07:00

8.4 KiB

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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:

PROJECT_ORGANIZATION.md - Complete system overview
.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:

Determines which project/client you're working on
Saves to appropriate session-logs/ folder
Includes all credentials, commands, decisions
Updates relevant index files

Context Recovery

When Claude needs previous context:

By Project: Check projects/[project]/PROJECT_INDEX.md
By Client: Check clients/[client]/CLIENT_INFO.md
By Date: Check appropriate session-logs/YYYY-MM-DD-session.md
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:

Save files to correct project/client folders
Create session logs in appropriate locations
Update index files as needed
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!

8.4 KiB Raw Blame History