blessing

.github/workflows/pylint.yml

@@ -0,0 +1,23 @@
+name: Pylint
+
+on: [push]
+
+jobs:
+  build:
+    runs-on: ubuntu-latest
+    strategy:
+      matrix:
+        python-version: ["3.8", "3.9", "3.10"]
+    steps:
+    - uses: actions/checkout@v4
+    - name: Set up Python ${{ matrix.python-version }}
+      uses: actions/setup-python@v3
+      with:
+        python-version: ${{ matrix.python-version }}
+    - name: Install dependencies
+      run: |
+        python -m pip install --upgrade pip
+        pip install pylint
+    - name: Analysing the code with pylint
+      run: |
+        pylint $(git ls-files '*.py')

README.md

@@ -1,7 +1,7 @@
 # AI Automations
 Intelligent AI automations using the Bito CLI and other tools.  Please use them or customize them to your needs!
 
-Four intelligent automations are available currently:
+Five intelligent automations are available currently:
 
 ## [Documentation](https://github.com/gitbito/AI-Automation/tree/main/documentation/)
 Several different automations. Provide Bito CLI a directory and it will automatically provide a detailed overview, visualization, and documentation for each file including summary of the file, dependencies, documentation regarding class/modules, function/methods, etc.  Works in over 50+ programming languages, and documentation can be generated in over 50 spoken languages (English, German, Chinese, etc).
@@ -18,6 +18,11 @@ This Python script uses the Bito CLI to generate release notes based on the diff
 ## [Generate Commit Messages](https://github.com/gitbito/AI-Automation/tree/main/git/commit_msg)
 Generate commit messages given a repo path.
 
+
+
+## [Objective Data Manager](./operations/objective_data_manager)
+Build and maintain an objective-focused datastore that tracks permissions, submissions, government-guaranteed lending records, a full file inventory (size, timestamps, hashes), linked file placement plans, and progressive execution steps. Useful for organizing execution data, exporting all records, and proving what was submitted and when.
+
 ## Prerequisites
 
 Bito CLI, available [here](https://github.com/gitbito/CLI).

operations/objective_data_manager/README.md

@@ -0,0 +1,75 @@
+# Objective Data Manager
+
+A lightweight CLI to collect and maintain the data needed to execute objectives:
+
+- objective definitions
+- permission/authorization records
+- submission tracking
+- government guarantee lending records
+- full file inventory (name, size, modified time, hash)
+- file-to-objective linking for situation-specific placement
+- complete data export (`get-all-data`)
+- progressive execution steps for acceleration (`add-execution-step`)
+- authority and control matrix records (`add-control-matrix`)
+- auto-charge agreements (`add-auto-charge-agreement`)
+- custody intake and pledge reconciliation records (`add-custody-intake`)
+
+## Usage
+
+From the repository root:
+
+```bash
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json add-objective --id OBJ-001 --summary "Organize and execute submissions" --owner "Operations"
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json add-permission --objective OBJ-001 --granted-by "Agency" --scope "Submit on behalf of org"
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json add-submission --objective OBJ-001 --title "Q2 filing" --status "in_progress" --destination "Portal"
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json add-lending-item --objective OBJ-001 --borrower "Small Business A" --amount 250000 --guarantee-type "SBA 7(a)" --status "pending"
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json add-execution-step --objective OBJ-001 --step-id STEP-01 --title "Prepare submission package" --status "in_progress" --priority 10
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json add-execution-step --objective OBJ-001 --step-id STEP-02 --title "Submit through authorized portal" --status "pending" --priority 20
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json update-step-status --objective OBJ-001 --step-id STEP-02 --status "in_progress"
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json add-control-matrix --pon "1984" --tas "Authorized" --approval-authority "Program Office" --execution-systems "Authorized Treasury systems" --custody "Regulated financial institutions" --oversight "Treasury, OMB, GAO"
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json add-auto-charge-agreement --objective OBJ-001 --agreement-id AC-BOFA-USB-001 --provider "BaaS Workflow" --counterparty-bank "Bank of America" --master-account-bank "U.S. Bank" --currency USD --status active --notes "No cap; auto-charge settlement profile"
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json add-custody-intake --objective OBJ-001 --security-name "US Treasury Note 4.25% 2033" --asset-type bond --quantity 1000 --notional-amount 1000000 --currency USD --custody-bank "Bank of America" --intake-channel treasury --pledge-mail-account "mailbox://pledge/obj-001" --reconciliation-basis dollar_for_dollar --reference "CUSIP-EXAMPLE"
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json index-files --root .
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json link-file --objective OBJ-001 --file-path "docs/filings/Q2.pdf" --situation "Quarterly filing" --target-location "submissions/quarterly" --notes "Upload first"
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json organize-plan --objective OBJ-001
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json get-all-data
+python3 operations/objective_data_manager/objective_data_manager.py --store objective_data.json summary
+```
+
+## Notes
+
+- Run `index-files` whenever your working files change and you need a refreshed inventory.
+- Use `link-file` to map files to objective situations and target placement locations.
+- Use `organize-plan` to produce a grouped placement plan by `target_location`.
+- Use `add-execution-step` + `update-step-status` to drive progressive action plans and track active execution.
+- Use `add-control-matrix` to preserve authority/control metadata for compliance evidence.
+- Use `add-auto-charge-agreement` to capture provider, counterparty, master account, and optional cap amount (omit cap for no-cap agreements).
+- Use `add-custody-intake` to track treasury/security intake, custody bank, pledge mail account, and dollar-for-dollar reconciliation basis.
+- The datastore is plain JSON so it can be reviewed, versioned, or synced into a larger workflow.
+
+## Security identifiers to track for leverage workflows
+
+When objectives include collateral, margin, or other leverage-dependent workflows, keep these identifiers for each security:
+
+- Ticker symbol (exchange symbol)
+- CUSIP (US/Canada, 9-character issue identifier)
+- ISIN (12-character international identifier)
+- FIGI (open global instrument identifier)
+- SEDOL (UK-focused instrument identifier)
+- LEI (issuer-level legal entity identifier)
+
+Recommended record shape:
+
+```json
+{
+  "security_name": "Example Corp 5.25% 2031",
+  "asset_type": "bond",
+  "ticker": "EXMPL",
+  "cusip": "123456AB7",
+  "isin": "US123456AB78",
+  "figi": "BBG000B9XRY4",
+  "sedol": "0263494",
+  "issuer_lei": "5493001KJTIIGC8Y1R12",
+  "notes": "Primary collateral candidate for objective OBJ-001"
+}
+```