bizy-ai 1.0.0__py3-none-any.whl

agent/tasks.py

@@ -0,0 +1,251 @@
+from datetime import datetime, timedelta, date
+from sqlalchemy import and_, or_
+from agent.models import Task, DailyLog, get_session
+
+class TaskManager:
+    def __init__(self):
+        self.session = get_session()
+    
+    def create_task(self, title, description=None, priority=3, category=None, 
+                    estimated_hours=None, due_date=None, parent_goal_id=None, 
+                    dependencies=None, tags=None):
+        """Create a new task"""
+        task = Task(
+            title=title,
+            description=description,
+            priority=priority,
+            category=category,
+            estimated_hours=estimated_hours,
+            due_date=due_date,
+            parent_goal_id=parent_goal_id,
+            dependencies=dependencies or [],
+            tags=tags or []
+        )
+        self.session.add(task)
+        self.session.commit()
+        return task
+    
+    def get_task(self, task_id):
+        """Get a specific task by ID"""
+        return self.session.query(Task).filter(Task.id == task_id).first()
+    
+    def get_tasks_for_today(self):
+        """Get all tasks due today or overdue"""
+        today = datetime.now().date()
+        tomorrow = today + timedelta(days=1)
+        
+        tasks = self.session.query(Task).filter(
+            and_(
+                Task.status.in_(['pending', 'in_progress']),
+                or_(
+                    Task.due_date == None,
+                    Task.due_date < datetime.combine(tomorrow, datetime.min.time())
+                )
+            )
+        ).order_by(Task.priority, Task.due_date).all()
+        
+        return tasks
+    
+    def get_tasks_by_status(self, status):
+        """Get all tasks with a specific status"""
+        return self.session.query(Task).filter(Task.status == status).all()
+    
+    def get_tasks_by_goal(self, goal_id):
+        """Get all tasks linked to a specific goal"""
+        return self.session.query(Task).filter(Task.parent_goal_id == goal_id).all()
+    
+    def get_tasks_by_category(self, category):
+        """Get all tasks in a specific category"""
+        return self.session.query(Task).filter(Task.category == category).all()
+    
+    def get_overdue_tasks(self):
+        """Get all overdue tasks"""
+        now = datetime.now()
+        return self.session.query(Task).filter(
+            and_(
+                Task.status.in_(['pending', 'in_progress']),
+                Task.due_date < now
+            )
+        ).order_by(Task.priority).all()
+    
+    def update_task(self, task_id, **kwargs):
+        """Update task fields"""
+        task = self.get_task(task_id)
+        if task:
+            for key, value in kwargs.items():
+                if hasattr(task, key):
+                    setattr(task, key, value)
+            self.session.commit()
+        return task
+    
+    def complete_task(self, task_id, actual_hours=None):
+        """Mark a task as completed"""
+        task = self.get_task(task_id)
+        if task:
+            task.status = 'completed'
+            task.completed_at = datetime.now()
+            if actual_hours:
+                task.actual_hours = actual_hours
+            self.session.commit()
+        return task
+    
+    def block_task(self, task_id, reason=None):
+        """Mark a task as blocked"""
+        task = self.get_task(task_id)
+        if task:
+            task.status = 'blocked'
+            if reason:
+                task.notes = f"{task.notes or ''}\n[BLOCKED] {reason}"
+            self.session.commit()
+        return task
+    
+    def delete_task(self, task_id):
+        """Delete a task"""
+        task = self.get_task(task_id)
+        if task:
+            self.session.delete(task)
+            self.session.commit()
+            return True
+        return False
+    
+    def get_tasks_for_date_range(self, start_date, end_date):
+        """Get all tasks within a date range"""
+        return self.session.query(Task).filter(
+            and_(
+                Task.due_date >= start_date,
+                Task.due_date <= end_date
+            )
+        ).order_by(Task.due_date, Task.priority).all()
+    
+    def get_daily_summary(self, date_obj=None):
+        """Get summary of tasks for a specific day"""
+        if date_obj is None:
+            date_obj = datetime.now()
+        
+        if isinstance(date_obj, date) and not isinstance(date_obj, datetime):
+            date_obj = datetime.combine(date_obj, datetime.min.time())
+        
+        day_start = date_obj.replace(hour=0, minute=0, second=0, microsecond=0)
+        day_end = day_start + timedelta(days=1)
+        
+        # Get tasks due on this day
+        tasks_due = self.session.query(Task).filter(
+            and_(
+                Task.due_date >= day_start,
+                Task.due_date < day_end
+            )
+        ).all()
+        
+        # Get tasks completed on this day
+        tasks_completed = self.session.query(Task).filter(
+            and_(
+                Task.completed_at >= day_start,
+                Task.completed_at < day_end
+            )
+        ).all()
+        
+        return {
+            'date': date_obj.strftime('%Y-%m-%d'),
+            'tasks_due': len(tasks_due),
+            'tasks_completed': len(tasks_completed),
+            'completion_rate': len(tasks_completed) / len(tasks_due) if tasks_due else 0,
+            'completed_tasks': [t.to_dict() for t in tasks_completed],
+            'pending_tasks': [t.to_dict() for t in tasks_due if t.status != 'completed']
+        }
+    
+    def get_yesterday_summary(self):
+        """Get summary for yesterday"""
+        yesterday = datetime.now() - timedelta(days=1)
+        return self.get_daily_summary(yesterday)
+    
+    def create_daily_log(self, date, tasks_completed, tasks_planned, 
+                        wins=None, blockers=None, learnings=None, 
+                        energy_level=None, mood=None, notes=None):
+        """Create or update daily log"""
+        # Check if log already exists
+        existing_log = self.session.query(DailyLog).filter(
+            DailyLog.date == date.replace(hour=0, minute=0, second=0, microsecond=0)
+        ).first()
+        
+        completion_rate = tasks_completed / tasks_planned if tasks_planned > 0 else 0
+        
+        if existing_log:
+            existing_log.tasks_completed = tasks_completed
+            existing_log.tasks_planned = tasks_planned
+            existing_log.completion_rate = completion_rate
+            existing_log.wins = wins
+            existing_log.blockers = blockers
+            existing_log.learnings = learnings
+            existing_log.energy_level = energy_level
+            existing_log.mood = mood
+            existing_log.notes = notes
+            log = existing_log
+        else:
+            log = DailyLog(
+                date=date.replace(hour=0, minute=0, second=0, microsecond=0),
+                tasks_completed=tasks_completed,
+                tasks_planned=tasks_planned,
+                completion_rate=completion_rate,
+                wins=wins,
+                blockers=blockers,
+                learnings=learnings,
+                energy_level=energy_level,
+                mood=mood,
+                notes=notes
+            )
+            self.session.add(log)
+        
+        self.session.commit()
+        return log
+    
+    def get_weekly_stats(self, start_date=None):
+        """Get statistics for the past week"""
+        if start_date is None:
+            start_date = datetime.now() - timedelta(days=7)
+        
+        end_date = datetime.now()
+        
+        logs = self.session.query(DailyLog).filter(
+            and_(
+                DailyLog.date >= start_date,
+                DailyLog.date <= end_date
+            )
+        ).order_by(DailyLog.date).all()
+        
+        if not logs:
+            return {
+                'total_tasks_completed': 0,
+                'total_tasks_planned': 0,
+                'average_completion_rate': 0,
+                'days_logged': 0
+            }
+        
+        total_completed = sum(log.tasks_completed for log in logs)
+        total_planned = sum(log.tasks_planned for log in logs)
+        avg_completion = sum(log.completion_rate for log in logs if log.completion_rate) / len(logs)
+        
+        return {
+            'total_tasks_completed': total_completed,
+            'total_tasks_planned': total_planned,
+            'average_completion_rate': avg_completion,
+            'days_logged': len(logs),
+            'logs': [log.to_dict() for log in logs]
+        }
+    
+    def get_task_velocity(self, days=30):
+        """Calculate average tasks completed per day over a period"""
+        start_date = datetime.now() - timedelta(days=days)
+        
+        logs = self.session.query(DailyLog).filter(
+            DailyLog.date >= start_date
+        ).all()
+        
+        if not logs:
+            return 0
+        
+        total_completed = sum(log.tasks_completed for log in logs)
+        return total_completed / len(logs) if logs else 0
+    
+    def close(self):
+        """Close the database session"""
+        self.session.close()

bizy_ai-1.0.0.dist-info/METADATA

@@ -0,0 +1,471 @@
+Metadata-Version: 2.4
+Name: bizy-ai
+Version: 1.0.0
+Summary: AI-powered business planning and execution agent
+Author: Reid Chatham
+License: MIT
+Project-URL: Homepage, https://github.com/reidchatham/bizy-ai
+Project-URL: Documentation, https://github.com/reidchatham/bizy-ai#readme
+Project-URL: Repository, https://github.com/reidchatham/bizy-ai
+Project-URL: Issues, https://github.com/reidchatham/bizy-ai/issues
+Keywords: ai,business,planning,productivity,cli,agent
+Classifier: Development Status :: 4 - Beta
+Classifier: Intended Audience :: Developers
+Classifier: Intended Audience :: End Users/Desktop
+Classifier: Topic :: Office/Business
+Classifier: Topic :: Office/Business :: Scheduling
+Classifier: License :: OSI Approved :: MIT License
+Classifier: Programming Language :: Python :: 3
+Classifier: Programming Language :: Python :: 3.8
+Classifier: Programming Language :: Python :: 3.9
+Classifier: Programming Language :: Python :: 3.10
+Classifier: Programming Language :: Python :: 3.11
+Classifier: Programming Language :: Python :: 3.12
+Classifier: Programming Language :: Python :: 3.13
+Requires-Python: >=3.8
+Description-Content-Type: text/markdown
+License-File: LICENSE
+Requires-Dist: anthropic>=0.18.0
+Requires-Dist: schedule>=1.2.0
+Requires-Dist: python-dotenv>=1.0.0
+Requires-Dist: pyyaml>=6.0
+Requires-Dist: sqlalchemy>=2.0.0
+Requires-Dist: requests>=2.31.0
+Requires-Dist: beautifulsoup4>=4.12.0
+Requires-Dist: pandas>=2.0.0
+Requires-Dist: rich>=13.0.0
+Requires-Dist: python-dateutil>=2.8.2
+Requires-Dist: click>=8.1.0
+Requires-Dist: jinja2>=3.1.2
+Dynamic: license-file
+Dynamic: requires-python
+
+# Business Agent - AI-Powered Daily Business Execution Assistant
+
+An autonomous AI agent that runs daily to help you execute your business plan, manage tasks, conduct research, and stay on track toward your goals.
+
+## 🎯 Current Status: Phase 1 Complete ✅
+
+**Local Python MVP** with full AI-powered features is ready to use!
+
+---
+
+## Quick Start
+
+### Installation
+
+```bash
+# Install globally via pip
+pip install business-agent
+
+# Set up your API key
+mkdir -p ~/.business-agent
+echo "ANTHROPIC_API_KEY=your-key-here" > ~/.business-agent/.env
+
+# Initialize database
+python -c "from agent.models import init_database; init_database()"
+
+# Use the CLI
+bizy task list
+bizy goal list
+```
+
+### Development Setup
+
+```bash
+# Clone the repository
+git clone https://github.com/reidchatham/business-agent.git
+cd business-agent
+
+# Install in editable mode
+pip install -e .
+
+# Run setup script
+./setup.sh
+```
+
+See **[INSTALL.md](INSTALL.md)** for detailed installation options.
+
+---
+
+## Features (Phase 1)
+
+✅ **AI-Powered Goal Breakdown** - Claude breaks big goals into 5-10 actionable tasks  
+✅ **Daily Morning Briefings** - Personalized insights and prioritized tasks  
+✅ **Evening Reviews** - Reflect with AI analysis  
+✅ **Weekly Strategic Reports** - Comprehensive progress analysis  
+✅ **Research Agent** - Market research and competitive intelligence  
+✅ **Task Management** - Priorities, dependencies, progress tracking  
+✅ **CLI Tool** - Quick command-line interactions  
+✅ **Automated Scheduling** - Runs briefings/reviews automatically  
+
+---
+
+## 📈 Development Roadmap
+
+The project is designed to evolve through 4 phases:
+
+### Phase 2: Enhanced Python (Weeks 4-6) 🔜
+- Live CLI dashboard with real-time updates
+- Google Calendar integration
+- Email integration
+- Velocity-based predictions
+- Advanced analytics with charts
+- PDF/CSV exports
+
+### Phase 3: Web Interface (Weeks 7-10)
+- FastAPI backend
+- React + TypeScript frontend
+- PostgreSQL database
+- Real-time WebSocket updates
+- Multi-device access
+- User authentication
+
+### Phase 4: Production & Scale (Weeks 11-14)
+- Cloud deployment (AWS/Railway)
+- Mobile apps (PWA/React Native)
+- Team collaboration
+- Payment integration (Stripe)
+- Integration marketplace
+- Advanced analytics
+
+**See [ROADMAP.md](ROADMAP.md) for complete migration plan and technical details.**
+
+---
+
+## Project Structure
+
+```
+business-agent/
+├── agent/                   # Core modules
+│   ├── core.py             # AI agent (briefings, reviews)
+│   ├── models.py           # Database schema
+│   ├── tasks.py            # Task management
+│   ├── planner.py          # Goal planning & AI breakdown
+│   └── research.py         # Research & intelligence
+│
+├── scripts/                 # Automation scripts
+│   ├── init_db.py          # Database setup
+│   ├── morning_brief.py    # Morning briefing
+│   ├── evening_review.py   # Evening review
+│   ├── weekly_review.py    # Weekly report
+│   └── agent_cli.py        # CLI tool
+│
+├── templates/               # Configuration
+│   └── business_plan_template.yaml
+│
+├── main.py                  # Scheduler daemon
+├── requirements.txt         # Python dependencies
+├── setup.sh                 # Automated setup
+│
+└── Documentation
+    ├── README.md            # This file
+    ├── QUICKSTART.md        # 5-minute quick start
+    ├── ROADMAP.md           # Complete development roadmap
+    ├── GETTING_STARTED.md   # Development guide
+    └── PROJECT_COMPLETE.md  # Setup summary
+```
+
+---
+
+## Essential Commands
+
+### Daily Use
+```bash
+# Morning
+python scripts/morning_brief.py
+
+# Complete a task
+python scripts/agent_cli.py task complete 5
+
+# Evening
+python scripts/evening_review.py
+```
+
+### Task Management
+```bash
+# Add task
+python scripts/agent_cli.py task add "Task title" -p 1 -h 3
+
+# List tasks
+python scripts/agent_cli.py task list
+
+# Complete task
+python scripts/agent_cli.py task complete <ID>
+```
+
+### Goal Management
+```bash
+# Add goal
+python scripts/agent_cli.py goal add "Goal title" -h quarterly -t 2025-12-31
+
+# List goals
+python scripts/agent_cli.py goal list
+
+# AI breakdown (creates tasks automatically)
+python scripts/agent_cli.py goal breakdown <ID>
+```
+
+### Research
+```bash
+# Research topic
+python scripts/agent_cli.py research topic "market trends"
+
+# Competitor analysis
+python scripts/agent_cli.py research competitors "domain" "offering"
+```
+
+### Automation
+```bash
+# Start scheduler (runs morning/evening/weekly automatically)
+python main.py
+```
+
+---
+
+## Technology Stack
+
+### Phase 1 (Current)
+- **Python 3.8+**
+- **Claude (Anthropic API)** - AI intelligence
+- **SQLAlchemy + SQLite** - Database
+- **Rich** - Beautiful terminal UI
+- **Click** - CLI framework
+- **Schedule** - Task automation
+
+### Phase 2 (Planned)
+- **Textual** - Advanced TUI
+- **Google Calendar API** - Calendar sync
+- **Gmail API** - Email integration
+- **Plotext** - Terminal charts
+- **ReportLab** - PDF generation
+
+### Phase 3 (Planned)
+- **FastAPI** - Backend framework
+- **PostgreSQL** - Production database
+- **React + TypeScript** - Frontend
+- **TailwindCSS** - Styling
+- **WebSockets** - Real-time updates
+
+### Phase 4 (Planned)
+- **AWS/Railway** - Cloud hosting
+- **React Native/PWA** - Mobile apps
+- **Stripe** - Payments
+- **Redis** - Caching
+- **Celery** - Background jobs
+
+---
+
+## Development with Claude Code
+
+This project is configured for Claude Code development:
+
+```bash
+# The project includes:
+.claude_code.json          # Claude Code workspace config
+GETTING_STARTED.md         # Development guide
+ROADMAP.md                 # Migration path details
+```
+
+Open this directory in Claude Code to start developing with AI assistance!
+
+---
+
+## Documentation
+
+- **[QUICKSTART.md](QUICKSTART.md)** - Get started in 5 minutes
+- **[ROADMAP.md](ROADMAP.md)** - Complete development roadmap with migration plans
+- **[GETTING_STARTED.md](GETTING_STARTED.md)** - Development guide for Claude Code
+- **[PROJECT_COMPLETE.md](PROJECT_COMPLETE.md)** - Setup summary and status
+- **[templates/business_plan_template.yaml](templates/business_plan_template.yaml)** - Business plan with roadmap
+
+---
+
+## Key Benefits
+
+✅ **Never forget important tasks** - AI breaks down goals automatically  
+✅ **Stay on track daily** - Morning briefings keep you focused  
+✅ **Learn from patterns** - Evening reviews capture insights  
+✅ **Make informed decisions** - Research agent gathers intelligence  
+✅ **Adapt your strategy** - Weekly reviews suggest improvements  
+✅ **Build momentum** - Daily habit creates consistent progress  
+
+---
+
+## Examples
+
+### Create Your First Goal
+```bash
+# 1. Create a quarterly goal
+python scripts/agent_cli.py goal add "Launch MVP Product" \
+  -h quarterly \
+  -t 2025-06-30
+
+# 2. Let AI break it down into tasks
+python scripts/agent_cli.py goal breakdown 1
+
+# Output: Claude creates 5-10 actionable tasks like:
+#   - Design database schema (3h, priority 1)
+#   - Implement user authentication (6h, priority 1)
+#   - Build frontend UI (16h, priority 2)
+#   - etc.
+
+# 3. View your tasks
+python scripts/agent_cli.py task list
+
+# 4. Get your morning briefing
+python scripts/morning_brief.py
+```
+
+---
+
+## How It Works
+
+```
+1. YOU define goals
+   ↓
+2. AI breaks down goals into tasks
+   ↓
+3. Morning briefing prioritizes today's tasks
+   ↓
+4. YOU work on tasks throughout the day
+   ↓
+5. Evening review captures learnings
+   ↓
+6. AI analyzes patterns and suggests improvements
+   ↓
+7. Weekly review provides strategic insights
+   ↓
+8. Cycle repeats, continuously improving
+```
+
+---
+
+## Troubleshooting
+
+### API Key Issues
+```bash
+# Check .env file exists
+ls -la .env
+
+# Verify key is set
+cat .env | grep ANTHROPIC_API_KEY
+```
+
+### Virtual Environment
+```bash
+# Always activate first
+source venv/bin/activate
+
+# Check Python version
+python --version  # Should be 3.8+
+```
+
+### Database Issues
+```bash
+# Reset database
+rm data/tasks.db
+python scripts/init_db.py
+```
+
+### Permission Issues
+```bash
+# Make scripts executable
+chmod +x setup.sh main.py scripts/*.py
+```
+
+---
+
+## Cost Estimate
+
+Based on typical usage with Claude Sonnet:
+
+- Morning briefing: ~1,000 tokens (~$0.003)
+- Evening review: ~1,500 tokens (~$0.005)
+- Weekly review: ~3,000 tokens (~$0.009)
+- Goal breakdown: ~2,000 tokens per goal (~$0.006)
+- Research: ~3,000-5,000 tokens per query (~$0.009-0.015)
+
+**Monthly estimate**: $5-15 depending on usage
+
+---
+
+## Contributing to This Project
+
+This is a personal business tool, but if you're building something similar:
+
+1. Fork the repository
+2. Check the [ROADMAP.md](ROADMAP.md) for upcoming features
+3. Build Phase 2 features
+4. Share your improvements!
+
+---
+
+## Roadmap Highlights
+
+### 🔜 Next Up: Phase 2 (Weeks 4-6)
+
+**Top priorities:**
+1. **Live Dashboard** - Real-time task updates in terminal
+2. **Calendar Integration** - Sync with Google Calendar
+3. **Velocity Predictions** - AI predicts completion dates
+4. **Email Integration** - Daily briefings via email
+
+**Timeline:** 3 weeks  
+**Start Date:** This week!
+
+See [ROADMAP.md](ROADMAP.md) for detailed implementation plans.
+
+---
+
+## Requirements
+
+- Python 3.8 or higher
+- Anthropic API access (Claude)
+- ~50MB disk space
+- Works on: macOS, Linux, Windows
+
+---
+
+## License
+
+MIT License - feel free to use and modify for your business.
+
+---
+
+## Support
+
+- 📖 **Documentation**: Check the docs in this directory
+- 🐛 **Issues**: Check error logs in `data/logs/`
+- 💬 **Questions**: Review `GETTING_STARTED.md` and `ROADMAP.md`
+- 🚀 **Updates**: Follow the roadmap for upcoming features
+
+---
+
+## Next Steps
+
+### If You're Just Getting Started:
+1. Run `./setup.sh` to set up the environment
+2. Add your Anthropic API key to `.env`
+3. Run `python scripts/morning_brief.py` to test
+4. Create your first goal and let AI break it down
+5. Start using daily for one week
+
+### If You Want to Develop:
+1. Review [ROADMAP.md](ROADMAP.md) for migration path
+2. Check [GETTING_STARTED.md](GETTING_STARTED.md) for dev guide
+3. Open in Claude Code for AI-assisted development
+4. Start building Phase 2 features
+5. Test with beta users
+
+### If You Want to Understand the Vision:
+1. Read [templates/business_plan_template.yaml](templates/business_plan_template.yaml)
+2. Review the 4-phase roadmap
+3. Understand the migration from Python → Web → Production
+4. See how each phase builds on the previous
+
+---
+
+**Ready to execute your business plan? Let's go! 🚀**
+
+Built with ❤️ using Claude (Anthropic)