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  • Ecco Pro
    • used for Task/Project Management for 25+ years
  • Dynalist, for idea capture
  • 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)
  • TODO Update, 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, …
  • ALWAYS use uv instead of pip for package and project management
  • Use Ruff for linting and formatting
  • Use Mojo for faster execution
    • Use Numba until Mojo is ready
  • Debugging: Loguru, Icecream

Two distinct families — never mix them up:

FamilyLocationInstallRun
WSL utilities/home/ta/utils/<subdir>/uv tool install . (Python) or chmod +x (shell)utility-name [args] (global CLI)
Windows utilitiesD:\FSS\Software\Utils\PythonUtils\uv sync (once)uv run utility-name (from project dir)

WSL utility subdirectories:

SubdirPurposeExamples
ai/AI-assisted processing, content pipelinespdf-to-md, source_summarizer, medium_digest
web/Web deployment, site toolingweb-deploy
system/WSL/Linux system management
shell-scripts/Bash/shell automation
  • 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)
  • 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)
  • Python via uv — never pip, poetry, or venv directly
  • Rich for CLI output (Console, Panel, status spinners, ✓/✗ indicators)
  • argparse or Typer for CLI
  • config.yaml as SSOT for all settings (WSL utils always; Windows utils when config is non-trivial)
  • .env for secrets (never committed); .env.example with ASCII-only placeholder comments

Use the /scaffold-util skill — see Utilities for full patterns and decision guide.

  • AutoHotKeyD:\FSS\Software\Utils\AutoHotkey\
  • 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