Plans

Active and pending implementation plans. Once a plan is fully executed, it moves to Executed Plans.

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Preliminary / Research Plans

• Fluent Community Migration — Viability Assessment — 2026-05-14 (research complete; awaiting WPManageNinja response; Phase 1 community migration viable now; Phase 2 course migration blocked on 3 feature gaps)
• AI OS Rework — Synthesis — 2026-05-13 (cross-source synthesis; 5 of 5 sources reviewed; ready for implementation discussion)
  • Nick Milo AI OS — 2026-05-09 (knowledge-management / portability angle)
  • Simon Scrapes Agentic OS — 2026-05-13 (business workflow / Claude Code angle)
  • Chase AI Agentic OS — 2026-05-13 (conductor model / Obsidian memory / local vs remote automation)
  • IBM Technology Agent OS — 2026-05-13 (foundational vocabulary; six kernel components; 101-level conceptual framework)
  • The AI Daily Brief / Newgard Gaspar Agent OS — 2026-05-13 (7-layer model; platform/model/harness neutral; Verification + Connections layers unique to this source)

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Active Plans

• Claude Code Channels — Discord Integration — 2026-03-20, updated 2026-05-27 (active; next step: install Bun on VPS, verify OAuth token works with —channels, create Discord bot, launch persistent tmux session)
• Participant Support Layer — 2026-04-19 (draft, awaiting Patrick’s review)
• Event Booking Section — ACF Refactor — 2026-04-21 (planned, low priority; hardcoded “BOOK EVENT” strings in template 12347 should become ACF-overridable)
• Amazon SES — Claude CLI Access & Tracking Config — 2026-04-23 (planned; provision IAM user for CLI, disable SES open/click tracking, keep FluentCRM custom-domain tracking as the only layer)
• FluentCRM Aggregate Reporting via CLI — 2026-04-23 (planned, low priority; cross-campaign rollups via SQL over SSH, markdown reports into the vault — capability for when a real reporting question surfaces)
• Zoho Mail CLI Access — 2026-04-23 (planned; unified terminal access to the Zoho archive across domains — himalaya IMAP vs. Zoho Admin API; surfaced by the trademark workstream)
• BuddyBoss @mention notifications via WP-CLI — 2026-04-27, updated 2026-05-09 (partially resolved; feed settings and bbp_new_reply firing fixed; @mention CLI gap remains)
• BuddyBoss forum — CLI notification fixes and admin auto-subscribe — 2026-05-12 (implemented; mu-plugin deployed, skill templates updated; see changelog 2026-05-12)
• FluentCRM — Trigger Campaign Send via CLI — 2026-04-29 (planned; campaign creation via CLI works, send trigger does not — fix is to bypass subscribeBySegment() and insert CampaignEmail rows directly, or call FluentCRM REST API with auth)

Recently completed (see Executed Plans):

• Community Forums & Groups Consolidation — 2026-04-14
• People Profiles Aggregation (Phase 2) — 2026-04-19

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Related

• Executed Plans — completed work
• Vault & Tooling — reference docs