bishwashere/Project workflow

Project workflow

Connects natural conversation to the dashboard Projects tracker, Missions (goals/subgoals), and Tasks views.

When to use

Call when the user:

• asks to work on a project
• wants tasks, progress, or status tracked on the dashboard
• mentions a project that may not be configured yet
• says "set up a mission", "track this", "what should we do for X"
• needs a health check before starting (missing URL, description, setup notes, or mission)

Workflow (follow in order)

1. list_projects — see what is already in the dashboard catalog.
2. Catalog gate — if the user's project is not configured, stop and ask for:
   • name (required)
   • description (required)
   • url (optional — repo or site)
   • setup_notes (optional — MongoDB URI, API URL, env vars, deployment host, etc.) Use propose_setup to preview, then apply_setup with userApproved: true after they confirm. Do not create missions until the project exists in the catalog.
3. health_check — for configured projects, verify description, URL, setup notes, progress log, and linked mission. Ask the user for anything important that is missing (update_project can save answers).
4. status — show current project + mission + task list.
5. propose_plan — preview mission title, objective, and suggested tasks (does not write yet). Show tasksForDisplay and ask for yes/no.
6. Wait for explicit yes — a goal alone (e.g. "increase sign ups") is not approval. Wait for yes / go ahead / create it.
7. apply_plan with userApproved: true — only after explicit yes; the tool verifies approval in the user's message.
8. During work: log_progress after meaningful steps; update_task when a task moves (todo → doing → done).

Never call apply_setup or apply_plan without explicit user approval.

Actions

Pass action (or command) on every call.

| action | Purpose | |--------|---------| | list_projects | All projects in the dashboard catalog | | health_check | Readiness for project — or needsSetup if not configured | | propose_setup | Preview registering a new project (name + description required) | | apply_setup | Create project in catalog — requires userApproved: true | | update_project | Patch description, url, or setup_notes on an existing project | | status | Combined project + mission + tasks snapshot | | propose_plan | Preview mission + tasks for a configured project | | apply_plan | Create/update mission — requires userApproved: true | | update_task | Set subgoal status (todo/doing/done/blocked) on goalId | | log_progress | Append project update + refresh mission activity |

Tool schema

project_workflow_list_projects
  description: List all projects configured on the dashboard catalog.
  parameters: {}

project_workflow_health_check
  description: Health-check a dashboard project. Returns needsSetup if the project is not in the catalog yet, with fields to ask the user for.
  parameters:
    project: string

project_workflow_propose_setup
  description: Preview registering a new project on the dashboard. Requires name and description. Does not write until apply_setup.
  parameters:
    name: string
    description: string
    url: string
    setup_notes: string

project_workflow_apply_setup
  description: Create a new project in the dashboard catalog after user approval. Requires userApproved true.
  parameters:
    name: string
    description: string
    url: string
    setup_notes: string
    userApproved: boolean

project_workflow_update_project
  description: Update an existing project's description, url, or setup_notes after the user provides them.
  parameters:
    project: string
    description: string
    url: string
    setup_notes: string

project_workflow_status
  description: Current status for a project and/or mission — tasks, progress, health.
  parameters:
    project: string
    goalId: string

project_workflow_propose_plan
  description: Preview a mission and task list for a configured project. Does not write until user approves.
  parameters:
    project: string
    title: string
    objective: string
    tasks: array

project_workflow_apply_plan
  description: Create or update mission and tasks after user approval. Requires userApproved true.
  parameters:
    project: string
    goalId: string
    title: string
    objective: string
    tasks: array
    userApproved: boolean

project_workflow_update_task
  description: Update a mission subgoal/task status on the dashboard.
  parameters:
    goalId: string
    subgoalId: string
    title: string
    status: string

project_workflow_log_progress
  description: Log progress to the project update chain and mission activity feed.
  parameters:
    project: string
    goalId: string
    text: string