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Tech/Projects/work-index-dashboard.md

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+---
+project: work-index-dashboard
+type: project-plan
+status: active
+path: Tech/Projects
+tags:
+  - pbs
+  - homelab
+  - dashboard
+  - mcp
+  - trello
+  - obsidian
+created: 2026-04-27
+updated: 2026-04-27
+---
+# Work-Index Dashboard
+
+A queryable index over the vault, Trello, and (later) Claude Code session
+logs. Static HTML dashboard for daily use, MCP read/write API for agents to
+use the same data layer.
+
+## Why
+
+The vault is already unwieldy at ~20 files. Frontmatter is invisible in the
+default file list, sorting and filtering aren't possible, and nothing
+connects the vault to live project state in Trello or Claude Code sessions.
+The result: "what did I commit to next" can't be answered without opening
+multiple tools and reading individual files.
+
+This project closes that gap with a single dashboard surface, joined on
+`project` slug across all three sources, plus an MCP server so agents can
+read and write through the same layer.
+
+## Primary use case
+
+**"What did I commit to next."** Open the dashboard at the start of a work
+session, see the current project list with active commitments, pick
+something up. Commitment tracker, not activity feed.
+
+Secondary use cases (v2): "I'm lost, what was the last decision" and "what
+loose threads have I left in session notes that never made it to Trello."
+
+## Architecture
+
+Three-source join on project slug:
+
+- **Vault** — frontmatter (`project`, `status`, `type`, `tags`, `created`,
+`updated`, `path`) read directly from `.md` files
+- **Trello** — single board, one label per project slug, cards as
+commitments
+- **Session notes** (v2) — markdown files under each project, written by
+Claude Code sessions
+
+The data layer is plain Python. The dashboard renders it as HTML. The MCP
+server exposes it as tools. Same functions, three surfaces.
+
+## Stack
+
+- Python managed via `uv`
+- FastAPI (long-running process; MCP server eventually shares it)
+- Jinja2 templates
+- HTMX for interactions without a JS framework
+- Tailwind for styling
+- `py-trello` for Trello API (swap to `httpx` direct calls if it gets in
+the way)
+- `.env` for credentials
+- In-memory cache for Trello responses (~60s TTL) so refreshes feel instant
+
+## Phasing
+
+### v1 — dashboard
+
+- Data layer: read vault frontmatter, read Trello cards by label
+- Dashboard view: current project list with status, last vault update, open
+Trello cards, links out to vault folder and Trello board
+- On-demand refresh (no cron, no event-driven)
+- Develop on bare metal on herbys-dev
+- Deploy to Docker behind Traefik for the v1 cutover
+
+### v2 — session notes integration
+
+- Extend data layer to read session notes from each project
+- Add "recent sessions" column to the project list
+- Add "loose threads" view: `- [ ]` checkboxes in session notes that have
+no matching Trello card
+- Add search across session notes for the "I'm lost" case
+
+### v3 — MCP server
+
+- Wrap the same data layer as MCP tools
+- Read tools: `get_projects`, `get_project_sessions`, `get_trello_cards`,
+`search_sessions`
+- Write tools: `log_session`, `update_project_status`, `create_vault_note`,
+`update_card_status`, `create_card`
+- stdio transport, local Claude Code only
+- Closes the loop: sessions write structured logs and Trello updates
+through MCP, dashboard reads the new state on next refresh
+
+## Out of scope (v1)
+
+- Graph visualization (revisit once queries are validated)
+- Live updates (websockets, file watchers)
+- Auth (homelab-internal, behind Traefik)
+- Write-back from the dashboard UI
+
+## Tasks
+
+### v1
+- [ ] Scaffold FastAPI project with uv
+- [ ] Implement vault frontmatter reader
+- [ ] Implement Trello client wrapper using py-trello, label-based filtering
+- [ ] Build join layer keyed on project slug
+- [ ] Build project list view with Jinja + Tailwind
+- [ ] Add HTMX-based refresh interaction
+- [ ] Add in-memory cache with TTL for Trello calls
+- [ ] Write Dockerfile
+- [ ] Add Traefik labels and deploy to herbys-dev
+
+### v2
+- [ ] Extend data layer with session note reader
+- [ ] Add recent-sessions column to project list
+- [ ] Build loose-threads view (unfiled `- [ ]` items)
+- [ ] Add session search view
+
+### v3
+- [ ] Scaffold MCP server alongside FastAPI app
+- [ ] Implement read tools wrapping the data layer
+- [ ] Implement write tools (vault, sessions, Trello)
+- [ ] Configure Claude Code to use the MCP server
+- [ ] Update CLAUDE.md conventions to call `log_session` at end of sessions
+
+## Open questions
+
+- Trello label naming — exact slug match, or prefixed (e.g.
+`proj:work-index-dashboard`)?
+- Where session notes live in each project repo —
+`docs/sessions/YYYY-MM-DD.md` vs. another convention
+- Dashboard hostname once Traefik routing is set up
+
+## Success criteria
+
+v1 ships when:
+- Dashboard loads in under a second on herbys-dev
+- It correctly shows every active project with its Trello commitments
+- It's used at the start of a work session at least three times in the
+first week
+
+If it isn't opened, it isn't earning its keep, and the design is wrong
+before more layers get added on top.
+
+
+...sent from Jenny & Travis