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Financial, Vocational Coach & Productivity Strategist

This project implements an intelligent coaching assistant designed for senior technical and creative profiles. It helps maintain radical focus, optimize time management, and prioritize billing/revenue generation without neglecting personal well-being.


Key Benefits

  • Radical Focus: Prevents structured procrastination (such as coding personal tools instead of selling).
  • Active Financial Management: Maintains clear goals and plans contingency and prospecting actions during urgent periods.
  • Continuous Learning: Automatically analyzes time usage by categories to detect bottlenecks.
  • Privacy by Design & Data Integrity: Personal and financial data remains secure locally in an SQLite database (coach.db) and Markdown files. Database access is strictly handled via a dedicated CLI adapter (scripts/agent_db.py) to prevent raw SQL injections and maintain robust, automated balance calculations.

How It Works

The coach operates dynamically through three integrated stages:

  1. Organic and Minimal Onboarding:
    When starting for the first time, the coach asks three essential questions to set up your profile. To see how the initial onboarding works, check the Onboarding Skill.

  2. Daily and Contextual Support:
    Manages your projects, automates smart task tagging, and estimates ideal times based on your history. You can dive deeper into operational, contingency, and inference rules by reading the Core Coach Skill.

  3. Weekly Checkpoints and Retrospectives:
    Delivers startup reports (Mondays), speed checkpoints (Wednesdays), and week-ending reviews (Fridays), accumulating learnings continuously. Learn about templates and workflows in the Checkpoint Skill.


Streamlit Dashboard

To visualize financial metrics, active projects, tasks, and generate Excel reports, run the dashboard management script:

# Start in background
./dashboard.sh start

# Check status
./dashboard.sh status

# Stop server
./dashboard.sh stop

# Start in foreground (Ctrl+C to stop)
./dashboard.sh

The dashboard will be available at http://localhost:8501.


Workspace Structure

  • dashboard.sh — Executable management script to start, stop, or check status of the Streamlit dashboard.
  • dashboard/ — Streamlit app files and components.
  • coach.db — SQLite database holding user profile, projects, tasks, financial goals, projections, pricing catalog, focus areas, and institutional notes.
  • core/db.py — Centralized pure Python database logic layer.
  • scripts/agent_db.py — Safe CLI adapter that agents use to interact with the database and receive structured JSON responses.
  • db/schema.sql — DDL database schema defining all relational tables.
  • growth/reflections/ — Markdown copies of weekly retrospectives (narrative part of the Hybrid Model).

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