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  • Gemini Pro 3.0 - Great for strategic planning, deep research, coding
  • Cursor - Site/app dev, kb
  • Claude Code - Dev, kb
  • Warp 2.0 - OS management, general tasks, dev
  • Later, as needed
    • Crew AI - Multi-agent orchestration
    • n8n - AI workflow automation
  • Ecco Pro
    • used for Task/Project Management for 25+ years
  • Dynalist, for idea capture
  • Obsidian
    • for complete, Single-Source-of-Truth documentation of $MART DEBT business, processes, docs, etc.
    • to gradually replace the docs and processes in Ecco Pro, Dynalist, MS Word files, etc.
    • chosen as a local, powerful, future-proof tool for efficient integration with AI tools (via clear context in organized markdown content)
  • Sendy, self hosted email newsletter app that sends bulk emails via Amazon SES for reliable, spam-resistant, low-cost, flexible email delivery
  • Primary (for legacy apps like EspoCRM, Sendy):
    • MariaDB (drop-in replacement for MySQL)
    • MySQL (supported but less preferred)
  • Preferred for new applications:
    • PostgreSQL (robust, modern SQL database with strong ecosystem)
      • See awesome postgres for useful extensions
      • Optionally use Supabase for managed hosting, auth, and APIs
    • SQLite (excellent local development DB, scales with modern hosted solutions like Turso)
  • Notes:
    • MariaDB/MySQL are required for EspoCRM and Sendy integration today
    • For greenfield projects, PostgreSQL or SQLite is recommended for future scalability and developer experience
  • carefully reassess if there is a better solution before proceeding
  • EspoCRM, uses PHP + mySQL/MariaDB
  • Currently use Maximizer CRM (desktop version) without a monthly subscription fee. But this product is dated, no longer supported, and thus has significant future risk.
    • will migrate existing contacts as needed
  • Git, Github, and related extensions for VS Code, Cursor
  • GitKraken
    • Git GUI client that visualizes branches & history
  • Use for utilities/automation, math and financial analysis, backtesting, …
  • use uv package and project manager
  • Use Mojo for faster execution
    • Use Numba until Mojo is ready
  • Debugging: Loguru, Icecream
  • Location: All utilities in D:\FSS\Software\Utils\
  • Naming: lowercase with hyphens, verb-noun-detail format
  • Examples: transform-obsidian-to-astro, deploy-astro-site
  • Documentation: Each utility has README.md and proper documentation
  • Python
    • in d:\FSS\Software\Utils\PythonUtils\
  • AutoHotKey
    • in d:\FSS\Software\Utils\AutoHotkey\
  • DOS Batch files (backups)
    • replace with more robust Python scripts
  • Windows Task Scheduler, SyncBackFree
  • n8n, flexible AI workflow automation
  • Crew AI, multi-agent platform
  • for learning and personal interest
  • gain experience with tech that might be useful later
    • Visual Dev frameworks: FlutterFlow or Astro/Svelte (better focus)?
  • must be web apps (or PWA) for universal access, or better
  • SvelteKit
  • decision: use Python+Numba (+Ray)
    • vectorization not possible for single path calcs, since need after-tax cash flows based on prior period values
    • faster execution for single path calcs than Go
    • probabilistic Monte Carlo analysis handled well enough with parallel execution with Ray
    • not worth additional learning and complexity to use Go/Rust
    • might be worth exploring Mojo as it matures
  • Use Templates, starter kits, boilerplates whenever practical, or AI tools
  • Windows 10 -> 11 soon
  • for Web Dev: WSL, Ubuntu, version 24.04