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"
+}
+```

operations/objective_data_manager/government_guarantee_packet/00_Governance/data_dictionary.md

@@ -0,0 +1,9 @@
+# Data Dictionary
+
+- `record_id`: Permanent unique identifier for each record.
+- `source_file`: Original intake artifact (unaltered).
+- `structured_data`: JSON extraction from source.
+- `verification_artifact`: Evidence of authenticity and signer validation.
+- `control_evidence`: Proof of compliance and policy execution.
+- `submission_packet`: Final assembled files ready for submission.
+- `audit_package`: Full lifecycle evidence archive.

operations/objective_data_manager/government_guarantee_packet/01_Master_Index/approvals_log.csv

@@ -0,0 +1,5 @@
+approval_id,record_id,approval_stage,approver_name,approver_role,status,decision_date,notes
+A-001,TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE,Authenticity,[],Compliance Lead,Pending,,
+A-002,TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE,Legal Review,[],Counsel,Pending,,
+A-003,TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE,Compliance Signoff,[],Compliance Director,Pending,,
+A-004,TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE,Submission Authorization,[],Program Director,Pending,,

operations/objective_data_manager/government_guarantee_packet/01_Master_Index/submission_register.csv

@@ -0,0 +1,2 @@
+record_id,date_received,agency,office,program,counterparty,document_type,subject,signature_validated,attachments_complete,trigger_event_required,trigger_event_date,deadline_rule,computed_due_date,owner,legal_status,compliance_status,risk_level,current_status,next_action,evidence_path,last_updated
+TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE,2025-08-28,United States Department of the Treasury,CDFI Programs,Certified CDFI programs,SNAPPCREDITCOM (Non-Profit),Agency Letter,Acceptance of Treasury Bond Pledge for Triggered Guarantees,N,N,Y,,+60 days from realized payout,,Primary Owner,Pending,Pending,Medium,Received,Verify authenticity and collect attachments,02_Agency_Correspondence/Treasury/2025/2025-08-28_Treasury_AcceptanceBondPledge_SNAPPCREDITCOM,2026-04-08

operations/objective_data_manager/government_guarantee_packet/02_Agency_Correspondence/Treasury/2025/2025-08-28_Treasury_AcceptanceBondPledge_SNAPPCREDITCOM/02_Extracted/treasury_letter_structured_data.json

@@ -0,0 +1,31 @@
+{
+  "record_id": "TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE",
+  "document_type": "Government Agency Letter",
+  "agency_name": "United States Department of the Treasury",
+  "agency_address": "1500 Pennsylvania Avenue NW, Washington, D.C. 20220",
+  "document_date_iso": "2025-08-28",
+  "recipient": {
+    "organization": "SNAPPCREDITCOM (Non-Profit)",
+    "care_of": "Enzo Caprelli",
+    "address": "700 E Lake Dr, Unit 11, Orange, CA 92866-2732"
+  },
+  "subject": "Acceptance of Treasury Bond Pledge for Triggered Guarantees",
+  "key_terms": [
+    "Treasury accepts pledge of U.S. Treasury bonds.",
+    "Face value equals outstanding loan amounts for triggered guarantees.",
+    "Bonds may be held or banked until maturity.",
+    "Bond attachment information due within 60 days of any realized payout.",
+    "Treasury incurs no loss and obligations remain fully secured."
+  ],
+  "signatory": {
+    "name": "Jane M. Thornton",
+    "title": "Director, CDFI Programs"
+  },
+  "signature_status": "Placeholder observed in provided image",
+  "cc": [
+    "Office of Financial Institutions, Treasury Department"
+  ],
+  "attachments_mentioned": [
+    "Supporting documents describing the general guarantee framework and project outlines"
+  ]
+}

operations/objective_data_manager/government_guarantee_packet/02_Agency_Correspondence/Treasury/2025/2025-08-28_Treasury_AcceptanceBondPledge_SNAPPCREDITCOM/03_Verification/authenticity_check_notes.md

@@ -0,0 +1,22 @@
+# Authenticity Check Notes
+
+- Record ID: TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE
+- Date opened: 2026-04-08
+- Analyst: [Name]
+
+## Checks Performed
+1. Agency address format check
+2. Signatory identity check
+3. Official contact callback/email confirmation
+4. Letter metadata consistency
+5. Signature status check
+
+## Findings
+- [ ] Confirmed authentic
+- [ ] Pending confirmation
+- [ ] Inconsistent indicators found
+
+## Signature Review
+- Observed text: [Signature Placeholder]
+- Executed signature present? [Yes/No]
+- Action taken: [Describe]

operations/objective_data_manager/government_guarantee_packet/02_Agency_Correspondence/Treasury/2025/2025-08-28_Treasury_AcceptanceBondPledge_SNAPPCREDITCOM/04_Legal_Compliance/compliance_checklist.md

@@ -0,0 +1,25 @@
+# Compliance Checklist — Treasury Bond Pledge Acceptance
+
+## Document Identity
+- [ ] Record ID assigned
+- [ ] Source file preserved (unaltered)
+- [ ] OCR/transcription completed
+- [ ] Structured data file created
+
+## Authenticity
+- [ ] Issuing agency verified via official channel
+- [ ] Sender identity verified
+- [ ] Signature validated (or executed copy requested)
+- [ ] Verification evidence logged
+
+## Terms Validation
+- [ ] Coverage term confirmed (face value = outstanding triggered amounts)
+- [ ] Holding/banking-until-maturity term confirmed
+- [ ] 60-day reporting requirement captured
+- [ ] No-loss / fully-secured obligation captured
+
+## Operational Readiness
+- [ ] Trigger event defined (realized payout)
+- [ ] Due-date rule configured (+60 days)
+- [ ] Reminder schedule configured (D+30, D+45, D+55, D+60)
+- [ ] Responsible owner assigned

operations/objective_data_manager/government_guarantee_packet/02_Agency_Correspondence/Treasury/2025/2025-08-28_Treasury_AcceptanceBondPledge_SNAPPCREDITCOM/04_Legal_Compliance/policy_mapping.csv

@@ -0,0 +1,6 @@
+clause_id,document_clause,control_owner,control_action,evidence_required,frequency,status
+C-001,Treasury accepts pledge of U.S. Treasury bonds,Legal,Validate acceptance language and enforceability,Legal memo + review notes,One-time,Open
+C-002,Face value equals outstanding triggered loan amounts,Finance,Reconcile pledge values to outstanding balances,Reconciliation workbook + signoff,Per trigger event,Open
+C-003,Bonds may be held or banked until maturity,Treasury Ops,Track custody/holding records,Custody statements,Monthly,Open
+C-004,Bond attachment information due within 60 days of realized payout,Compliance,Monitor payout events and deadline submissions,Submission receipt + timestamp,Per payout event,Open
+C-005,Treasury incurs no loss / obligations fully secured,Risk,Validate collateral sufficiency and guarantee conditions,Risk assessment report,Per trigger event,Open

operations/objective_data_manager/government_guarantee_packet/02_Agency_Correspondence/Treasury/2025/2025-08-28_Treasury_AcceptanceBondPledge_SNAPPCREDITCOM/06_Actions/task_tracker.csv

@@ -0,0 +1,4 @@
+task_id,record_id,task_name,task_description,owner,priority,status,start_date,due_date,completed_date,dependencies,evidence_file
+T-001,TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE,Verify authenticity,Confirm issuer and document legitimacy via official Treasury channel,Compliance Lead,High,Open,2026-04-08,2026-04-10,,None,03_Verification/authenticity_check_notes.md
+T-002,TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE,Obtain final signed copy,Request executed signed version if placeholder copy only,Legal Lead,High,Open,2026-04-08,2026-04-12,,T-001,03_Verification/signature_validation_log.csv
+T-003,TREASURY-2025-08-28-SNAPPCREDITCOM-ACCEPTANCE,Collect referenced attachments,Obtain guarantee framework and project outline attachments,Operations Lead,High,Open,2026-04-08,2026-04-11,,T-001,05_Attachments_Referenced/

operations/objective_data_manager/government_guarantee_packet/03_Agreements/templates/auto_charge_and_collateral_security_agreement.md

@@ -0,0 +1,67 @@
+# AUTO CHARGE AND COLLATERAL SECURITY AGREEMENT
+
+This Auto Charge and Collateral Security Agreement ("Agreement") is made effective as of [Effective Date], by and between [Secured Party Legal Name] ("Secured Party") and [Borrower Legal Name] ("Borrower").
+
+## 1. Definitions
+- **Obligations**: All debts and liabilities under the Loan Documents.
+- **Collateral**: All assets listed in this Agreement and any proceeds.
+- **Designated Accounts**: Accounts listed in Schedule A and Schedule B.
+- **Trigger Event**: Any event listed in Section 5.
+
+## 2. Grant of Security Interest
+Borrower grants Secured Party a continuing security interest in the Collateral, including Designated Accounts and related proceeds, to secure all Obligations.
+
+## 3. Auto Charge Authorization
+Borrower authorizes Secured Party to initiate ACH debits, wire sweeps, and account transfers for amounts due under the Loan Documents.
+
+## 4. Payment Waterfall
+1. Costs/fees/expenses
+2. Accrued interest
+3. Past-due principal
+4. Current principal
+5. Reserve/guarantee reimbursement
+6. Other Obligations
+
+## 5. Trigger Events
+- Scheduled due dates
+- Missed payment beyond grace period
+- Covenant breach
+- Cross-default
+- Insolvency event
+- Guarantee payout or reimbursement event
+
+## 6. Notice
+Secured Party will provide post-charge notice within [X] business days for Trigger Event charges, unless otherwise required by law.
+
+## 7. Borrower Covenants
+Borrower must maintain active accounts, sufficient balances, and execute documents required for perfection/control.
+
+## 8. Perfection and Control
+Borrower authorizes UCC filings and agrees to execute control agreements where required.
+
+## 9. Setoff
+Secured Party may exercise setoff rights to the extent permitted by law.
+
+## 10. Governing Law and Venue
+Governing law: [State]. Venue: [County/State/Federal District].
+
+## 11. Signature Blocks
+- Secured Party authorized signatory
+- Borrower authorized signatory
+
+## Schedule A — Designated Deposit Accounts
+| Bank | Account Title | Last 4 | Routing | Method | Frequency | Limit |
+|---|---|---:|---|---|---|---|
+| [ ] | [ ] | [ ] | [ ] | [ ] | [ ] | [ ] |
+
+## Schedule B — Collateral Accounts
+| Custodian | Account ID | Asset Type | Control Agreement | Lien Priority | Notes |
+|---|---|---|---|---|---|
+| [ ] | [ ] | [ ] | [Executed/Pending] | [1st/2nd] | [ ] |
+
+## Schedule C — Trigger Matrix
+| Trigger | Evidence | Approval | Notice | Owner |
+|---|---|---|---|---|
+| Scheduled Payment | Payment schedule | Auto | Per mandate | Servicing |
+| Default | Delinquency report | Manager | Within [X] days | Compliance |
+| Guarantee Payout | Payout report | Director | Within [X] days | Treasury Ops |

operations/objective_data_manager/government_guarantee_packet/03_Agreements/templates/borrower_authorization_certificate.md

@@ -0,0 +1,11 @@
+# Borrower Authorization Certificate
+
+I, [Name], as [Title] of [Borrower Legal Name], certify that:
+
+1. I am authorized to execute the Auto Charge and Collateral Security Agreement.
+2. The governing body approved the Agreement on [Date].
+3. The account and collateral schedules are true and correct.
+
+Signature: ____________________
+
+Date: ________________________

operations/objective_data_manager/government_guarantee_packet/03_Agreements/templates/notice_addresses.md

@@ -0,0 +1,11 @@
+# Notice Addresses
+
+## Secured Party Notices
+- Name/Department: [ ]
+- Email: [ ]
+- Address: [ ]
+
+## Borrower Notices
+- Name/Department: [ ]
+- Email: [ ]
+- Address: [ ]

operations/objective_data_manager/government_guarantee_packet/03_Agreements/templates/pdf_packet_manifest.md

@@ -0,0 +1,12 @@
+# PDF Packet Manifest (Assembly Order)
+
+1. Cover page (record ID, date, parties)
+2. Auto Charge and Collateral Security Agreement (full text)
+3. Schedule A — Designated Deposit Accounts
+4. Schedule B — Collateral Accounts
+5. Schedule C — Trigger Matrix
+6. Borrower Authorization Certificate
+7. Notice Addresses
+8. Signature Pages
+9. Control Agreements (DACA/SACA), if applicable
+10. UCC filing copies, if applicable

operations/objective_data_manager/government_guarantee_packet/README.md

@@ -0,0 +1,14 @@
+# Government Guarantee Lending Document Packet
+
+This folder contains a ready-to-use packet for organizing submissions related to collateralized lending and government-guarantee workflows.
+
+## Included
+- Master indexes and trackers (`01_Master_Index`).
+- Extracted source document records for the August 28, 2025 Treasury letter (`02_Agency_Correspondence/...`).
+- Legal/compliance checklists and policy mappings.
+- A full Auto Charge and Collateral Security Agreement template packet (`03_Agreements/templates`).
+
+## Notes
+- Replace all bracketed placeholders before execution.
+- Validate all legal language with licensed counsel.
+- Treat any unsigned or placeholder-signature documents as unverified until authenticated.