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CLAUDE.md

Project Overview

CheddahBot is a personal AI assistant for Bryan's SEO/AI agency and general life. It has a two-brain architecture: a chat brain (OpenRouter/Ollama/LM Studio) for conversational UI, and an execution brain (Claude Code CLI) for autonomous tasks like press releases, file operations, and shell commands among others.

The bot polls ClickUp for tasks, maps them to skills, and auto-executes or asks permission — then reports results back to ClickUp and the chat UI.

Coding Workflow Rules - while we are working on building/changing the code

Before making any changes, explain WHAT you plan to change and WHY
Wait for my approval before editing files UNLESS I TELL YOU I AM GOING AWAY FOR A BIT - then you can use your judgement but commit the code at every big change.
After making changes, provide a brief summary of every file modified and what changed
If you encounter a problem during implementation, STOP and explain it instead of trying to fix it silently
Never refactor, rename, or reorganize code beyond what was explicitly asked for

Architecture

Gradio UI (ui.py)
    ↓
Agent (agent.py) ← Memory (memory.py, 4-layer: identity/long-term/daily/semantic)
    ↓
LLM Adapter (llm.py)
  ├── Chat brain: OpenRouter / Ollama / LM Studio
  └── Execution brain: Claude Code CLI (subprocess)
    ↓
Tool Registry (tools/__init__.py) ← auto-discovers tools in tools/
    ↓
Scheduler (scheduler.py)
  ├── Poll loop: cron-based scheduled tasks
  ├── Heartbeat: periodic checklist from HEARTBEAT.md
  └── ClickUp loop: polls ClickUp → maps to skills → executes
    ↓
NotificationBus (notifications.py) → Gradio / future Discord / Slack

Commands

# Run the app
uv run python -m cheddahbot

# Run tests (118 tests, ~3s)
uv run pytest

# Run tests verbose
uv run pytest -v --no-cov

# Run only integration tests (requires live ClickUp API token)
uv run pytest -m integration

# Lint
uv run ruff check .

# Format
uv run ruff format .

# Add a dependency
uv add <package>

# Add a dev/test dependency
uv add --group test <package>

Key Files

File	Purpose
`cheddahbot/__main__.py`	Entry point, wires all components
`cheddahbot/agent.py`	Core agentic loop (chat + tool execution)
`cheddahbot/llm.py`	Two-brain LLM adapter
`cheddahbot/config.py`	Dataclass config (env → YAML → defaults)
`cheddahbot/db.py`	SQLite persistence (WAL, thread-safe)
`cheddahbot/scheduler.py`	Three daemon threads: poll, heartbeat, ClickUp
`cheddahbot/clickup.py`	ClickUp REST API v2 client (httpx)
`cheddahbot/notifications.py`	UI-agnostic pub/sub notification bus
`cheddahbot/memory.py`	4-layer memory with semantic search
`cheddahbot/router.py`	System prompt builder
`cheddahbot/ui.py`	Gradio web interface
`cheddahbot/tools/`	Tool modules (auto-discovered)
`config.yaml`	Runtime configuration
`identity/SOUL.md`	Agent personality
`identity/USER.md`	User profile
`skills/`	Prompt templates for tools (press releases, etc.)

Conventions

Config precedence: env vars > config.yaml > dataclass defaults
ClickUp env vars: CLICKUP_API_TOKEN, CLICKUP_WORKSPACE_ID, CLICKUP_SPACE_ID
Tool registration: Use the @tool("name", "description", category="cat") decorator in any file under cheddahbot/tools/ — auto-discovered on startup
Tool context: Tools can accept ctx: dict = None to get config, db, agent, memory injected
Database: SQLite with WAL mode, thread-local connections via threading.local()
KV store: Task state stored as JSON at clickup:task:{id}:state keys
ClickUp field mapping: Work Category field (not Task Type) identifies task types like "Press Release", "Link Building". The Client field (not Company) holds the client name.
Notifications: All scheduler events go through NotificationBus.push(), never directly to a UI
Tests: Use respx to mock httpx calls, tmp_db fixture for isolated SQLite instances

ClickUp Skill Mapping

The scheduler maps ClickUp Work Category → tool name via config.yaml:

skill_map:
  "Press Release":
    tool: "write_press_releases"
    auto_execute: true
    field_mapping:
      topic: "task_name"        # uses ClickUp task name
      company_name: "Client"    # looks up "Client" custom field

Task lifecycle: to do → discovered → approved/awaiting_approval → executing → completed/failed

Testing

Tests live in tests/ and use pytest. All tests run offline with mocked APIs.

test_clickup.py — API response parsing + HTTP client (respx mocks)
test_db.py — kv_scan and notifications table methods
test_notifications.py — NotificationBus pub/sub behavior
test_clickup_tools.py — Chat tool state machine (approve/decline)
test_email.py — EmailClient SMTP send + attachments (mocked)
test_docx_export.py — Plain text → .docx formatting and file creation
test_press_advantage.py — Press Advantage API client, company parsing, link building, submit tool

Fixtures in conftest.py: tmp_db (fresh SQLite), sample_clickup_task_data (realistic API response).

Don't

Don't edit .env — it contains secrets
Don't manually activate venvs — use uv run
Don't add to requirements.txt — use uv add (pyproject.toml)
Don't call tools directly from UI code — go through NotificationBus for scheduler events
Don't store ClickUp state outside of kv_store — it's the single source of truth

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