path: root/PROJECT_SUMMARY.md

# Project Summary

## What This Is

A **unified personal dashboard** that aggregates your productivity data into one place:
- 📋 **Trello boards** (your primary task system)
- ✓ **Todoist tasks**
- 📝 **Obsidian notes** (optional)
- 🍽️ **PlanToEat meals** (optional)

Plus a dedicated **AI agent API** for Claude.ai to access your data.

## Current Status: ✅ Phase 1 Complete

### What Works
- ✅ Trello integration (all boards + cards)
- ✅ Todoist integration (tasks + projects)
- ✅ Obsidian integration (20 most recent notes)
- ✅ PlanToEat integration (optional - API not public)
- ✅ Mobile-responsive web UI
- ✅ SQLite caching (5-min TTL)
- ✅ Auto-refresh (5 min)
- ✅ AI agent endpoint (`/api/claude/snapshot`)
- ✅ Full test coverage (9/9 tests passing)

### Statistics
- **Binary size:** 17MB
- **Code:** 2,667 lines
- **Dependencies:** chi router, sqlite3, Go 1.21+
- **Tests:** 5 unit tests, 4 acceptance tests

## Quick Start

### 1. Get API Keys (5 minutes)

**Todoist:**
1. Go to https://todoist.com/app/settings/integrations
2. Copy API token

**Trello:**
1. Go to https://trello.com/power-ups/admin
2. Create a Power-Up
3. Go to **API Key** tab → Generate new API key (NOT Secret!)
4. Follow "testing/for-yourself" instructions → Click **Token** link
5. Copy both API Key + Token

### 2. Configure

```bash
cp .env.example .env
# Edit .env:
TODOIST_API_KEY=your_todoist_token
TRELLO_API_KEY=your_trello_key
TRELLO_TOKEN=your_trello_token
```

### 3. Run

```bash
go run cmd/dashboard/main.go
```

### 4. Open

http://localhost:8080

**That's it!** 🎉

## Documentation

- **[QUICKSTART.md](QUICKSTART.md)** - Get running in 5 minutes
- **[SETUP_GUIDE.md](SETUP_GUIDE.md)** - Detailed setup instructions
- **[AI_AGENT_SETUP.md](AI_AGENT_SETUP.md)** - Claude.ai integration guide
- **[CLAUDE.md](CLAUDE.md)** - For future Claude Code instances
- **[README.md](README.md)** - Full project documentation

## Architecture

### Request Flow
```
Browser → chi Router → Handler
                         ↓
              Check SQLite Cache (5min TTL)
                         ↓
           Fresh? → Return cached data
           Stale? → Fetch from APIs in parallel
                    ↓
         Trello + Todoist + Obsidian + PlanToEat
                    ↓
              Save to cache → Return data
```

### Key Files
```
cmd/dashboard/main.go              Entry point
internal/
  ├── api/                         API clients
  │   ├── trello.go               Trello (PRIORITY)
  │   ├── todoist.go              Todoist tasks
  │   ├── obsidian.go             Markdown notes
  │   └── plantoeat.go            Meal planning
  ├── handlers/
  │   ├── handlers.go             Web handlers
  │   └── ai_handlers.go          AI endpoint
  ├── middleware/
  │   └── ai_auth.go              Bearer token auth
  ├── config/config.go            Environment config
  └── store/sqlite.go             Database ops
web/
  ├── templates/index.html        Dashboard UI
  └── static/                     CSS/JS
```

## API Endpoints

### Web Dashboard
- `GET /` - Main dashboard view
- `POST /api/refresh` - Force refresh all data
- `GET /api/tasks` - Tasks JSON
- `GET /api/notes` - Notes JSON
- `GET /api/meals` - Meals JSON
- `GET /api/boards` - Trello boards JSON

### AI Agent
- `GET /api/claude/snapshot` - AI-optimized JSON
  - Auth: `Authorization: Bearer <token>`
  - Returns: tasks (today/overdue/week), meals (7 days), notes (10 recent), all Trello boards

## What's Optional

### Optional Features
- **PlanToEat:** API not publicly available - leave blank
- **Obsidian:** Only if you use Obsidian notes
- **AI Access:** Only if you want Claude.ai integration

### Required Features
- **Todoist:** Yes - tasks integration
- **Trello:** Yes - your primary task system

## Configuration

All via `.env` file:

```bash
# Required
TODOIST_API_KEY=...
TRELLO_API_KEY=...
TRELLO_TOKEN=...

# Optional
OBSIDIAN_VAULT_PATH=/path/to/vault
AI_AGENT_API_KEY=...

# Server (with defaults)
PORT=8080
CACHE_TTL_MINUTES=5
DEBUG=false
```

## Development

### Run Tests
```bash
go test ./...
```

### Build Binary
```bash
go build -o dashboard cmd/dashboard/main.go
```

### Run with Live Reload
```bash
go install github.com/cosmtrek/air@latest
air
```

## For Claude.ai

### Setup
1. Generate API key: `openssl rand -hex 32`
2. Add to `.env`: `AI_AGENT_API_KEY=...`
3. Share with Claude:
   - URL: `http://localhost:8080/api/claude/snapshot`
   - Token: (your key)

### Usage Examples
- "What tasks do I have today?"
- "What's for dinner?"
- "Show me my overdue items"
- "What have I been working on?"

Claude fetches your dashboard and answers naturally.

## Troubleshooting

### "TODOIST_API_KEY is required"
Make sure `.env` has all three required keys:
```bash
TODOIST_API_KEY=something
TRELLO_API_KEY=something
TRELLO_TOKEN=something
```

### "No boards showing"
- Check Trello credentials at https://trello.com/power-ups/admin
- Need **both** API key (from Power-Up's API Key tab) and token (click "Token" link)

### "PlanToEat not working"
- Expected - API not public
- Just leave `PLANTOEAT_API_KEY` empty
- Dashboard works fine without it

## What's Next

### Phase 2 (Future)
- Create tasks via AI
- Mark tasks complete
- Quick note capture
- Create Trello cards

### Phase 3 (Future)
- Unified search
- Daily digest
- PWA support
- Rate limiting for AI

## License

MIT License - personal use project

## Support

- Check logs: Terminal where you ran `go run cmd/dashboard/main.go`
- Test endpoints: `curl http://localhost:8080/api/tasks`
- Verify API keys: Try them directly in curl (see SETUP_GUIDE.md)

---

**Built with:** Go 1.21+ • SQLite • chi router • Tailwind CSS • HTMX

**Last Updated:** January 2026