Tech Stack
Section titled “Tech Stack”AI for Everything
Section titled “AI for Everything”AI Tools
Section titled “AI Tools”- Claude Code - Dev, kb
- Cursor - Site/app dev, kb
- Gemini Pro 3.0 - Great for strategic planning, deep research, coding
- Later, as needed
Task/Project Management
Section titled “Task/Project Management”Knowledge Base
Section titled “Knowledge Base”- Obsidian
- for complete, Single-Source-of-Truth documentation of businesses ($MART DEBT Coach, MyBetterRates, 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)
Email Marketing (Outbound Newsletters)
Section titled “Email Marketing (Outbound Newsletters)”- TODO Update, self hosted email newsletter app that sends bulk emails via Amazon SES for reliable, spam-resistant, low-cost, flexible email delivery
Database
Section titled “Database”- Primary (for legacy apps like EspoCRM, Sendy):
- 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)
- PostgreSQL (robust, modern SQL database with strong ecosystem)
- 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
CRM (Customer Relationship Management)
Section titled “CRM (Customer Relationship Management)”- carefully reassess if there is a better solution before proceeding
- Twenty.com, other?
- 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
Version Control
Section titled “Version Control”- Git, Github, and related extensions for VS Code, Cursor
- GitKraken
- Git GUI client that visualizes branches & history
Python
Section titled “Python”- Use for utilities/automation, math and financial analysis, backtesting, …
- ALWAYS use
uvinstead of pip for package and project management - Use
Rufffor linting and formatting - Use Mojo for faster execution
- Use Numba until Mojo is ready
- Debugging: Loguru, Icecream
Utilities and Automation
Section titled “Utilities and Automation”Two distinct families — never mix them up:
| Family | Location | Install | Run |
|---|---|---|---|
| WSL utilities | /home/ta/utils/<subdir>/ | uv tool install . (Python) or chmod +x (shell) | utility-name [args] (global CLI) |
| Windows utilities | D:\FSS\Software\Utils\PythonUtils\ | uv sync (once) | uv run utility-name (from project dir) |
WSL utility subdirectories:
| Subdir | Purpose | Examples |
|---|---|---|
ai/ | AI-assisted processing, content pipelines | pdf-to-md, source_summarizer, medium_digest |
web/ | Web deployment, site tooling | web-deploy |
system/ | WSL/Linux system management | — |
shell-scripts/ | Bash/shell automation | — |
When to use WSL utilities
Section titled “When to use WSL utilities”- Runs naturally in WSL/Linux context (Bash, Python, CLI tools)
- Calls Gemini/Claude or other AI APIs (
ai/subdir) - Web deployment or site tooling (
web/subdir) - System/WSL management tasks (
system/subdir) - Bash/shell automation (
shell-scripts/subdir)
When to use Windows utilities
Section titled “When to use Windows utilities”- Needs Windows-native access (Task Scheduler, wbAdmin, Robocopy, Defender)
- System automation, backups, file operations across Windows drives
- Scheduled via Windows Task Scheduler or WSL cron
- Examples:
my_backup(Kopia + mirroring pipeline)
Standard stack (both families)
Section titled “Standard stack (both families)”- Python via
uv— never pip, poetry, or venv directly - Rich for CLI output (Console, Panel, status spinners, ✓/✗ indicators)
- argparse or Typer for CLI
config.yamlas SSOT for all settings (WSL utils always; Windows utils when config is non-trivial).envfor secrets (never committed);.env.examplewith ASCII-only placeholder comments
Scaffolding new utilities
Section titled “Scaffolding new utilities”Use the /scaffold-util skill — see Utilities for full patterns and decision guide.
Other automation
Section titled “Other automation”- AutoHotKey —
D:\FSS\Software\Utils\AutoHotkey\ - Windows Task Scheduler, SyncBackFree
- n8n, flexible AI workflow automation
- Crew AI, multi-agent platform
Side Projects
Section titled “Side Projects”- for learning and personal interest
- gain experience with tech that might be useful later
- Visual Dev frameworks: FlutterFlow or Astro/Svelte (better focus)?
Production Apps
Section titled “Production Apps”- must be web apps (or PWA) for universal access, or better
- SvelteKit
SMART DEBT Math analysis library
Section titled “SMART DEBT Math analysis library”- 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
Templates
Section titled “Templates”- Use Templates, starter kits, boilerplates whenever practical, or AI tools
Websites
Section titled “Websites”- see Web Tech Stack
Version Control System
Section titled “Version Control System”Operating System
Section titled “Operating System”- Windows 10 -> 11 soon
- for Web Dev: WSL, Ubuntu, version 24.04