TASKS.md - Master Task Tracker

Forest → Trees → Leaves. Every task, every priority, one place.

Last inventory: 2026-02-12 (Comprehensive Audit Complete)
Total active tasks: 75 | Critical deadlines (next 7 days): 6

---

🌲 FOREST (Strategic - Quarters/Years)

Project Minnie (AI Ops Layer)

• Phase 3: Integrations (Weeks 2-3) - IN PROGRESS 90%
  • Current: Gmail Pub/Sub 90% complete (15 min to finish)
  • Target: Calendar, Gmail, Zoho CRM, Discord connected
  • Blocker: Cloudflare tunnel + push subscription
• Phase 4: ZTAG Automation (Weeks 4-8) - NOT STARTED
  • Grant cycles, conferences, weekly digest
  • Browser automation, canvas dashboards
• Phase 5: RAG Memory (Months 3-6) - NOT STARTED
  • ChromaDB, intelligent retrieval
• Phase 6: Proactive Intelligence (Months 6-12) - NOT STARTED
  • Pattern recognition, self-optimization

ZTAG ($2.3M → $100M)

• Scale without scaling headcount (Core mandate)
  • Every capability = 50-100x ROI requirement
• Grant cycle automation (Phase 4)
• Competitor intelligence (Ongoing)
• District pipeline tracking (Active)
• Fontana USD deal recovery - HIGH VALUE 🎯
  • 7-figure approved deal never converted
  • Extract context from past emails/records
  • Source: Email context analysis

Gantom Lighting

• 2026 Strategic Plan execution (Q1 focus)
  • RJ45 rollout (Lisa)
  • Light Bar prototype (Jerry)
  • Care packages (Philip)
• Tariff optimization (In progress)
  • Blocker: USITC DataWeb access (Quan signup)

---

🌳 TREES (Tactical - Weeks/Months)

🚨 URGENT - Blocking Items

• Faye @ CalBT - Loan closing docs ⚠️ BLOCKS CAPITAL RAISE

  • Foreign ownership certification letter required
  • Feb 11: Quan submitted Gantom resolution
  • Waiting: Faye acceptance + additional docs needed?
  • Timeline: BLOCKS capital raise
  • Next: Follow up on status
  • Contact: Faye.Nesheiwat@calbt.com

• Feb 15 (3 days): LA County Homeowners' Exemption ⏰ DEADLINE

  • Submit before deadline
  • Source: LA County Assessor email Feb 11

• Feb 15 (3 days): Passport appointment ⏰ DEADLINE

  • Book urgent appointment (within 14 days of China trip)
  • Location: SF or LA
  • Bring old passport with valid China visa

• Feb 17 (5 days): Asana - Tariff Recategorization ⏰ DUE DATE

  • Assigned to Quan
  • Review and complete

• Feb 18 (6 days): Tesla service ✅ SCHEDULED

  • Appointment confirmed - Castaic

• Feb 20 (8 days): Create and Innovate Partner Expo 📅 EVENT

  • Region 6 STEAM Hub
  • Danielle Jones (djones@stancoe.org)
  • 50-60 attendees expected

Customer Deals & Deliverables

• Gilbert Schools - Invoice update for 50% deposit

  • PO 2607595 ($29,000 total → $14,500 deposit line)
  • Feb 10: Quan updated invoice notes
  • Waiting: Karen Walker confirmation
  • Contacts: Ruben Saenz, Kristin Stoltzmann
  • Next: Check if accepted or re-issue

• DHL Shipment to Florida - Feb 19-20 ✈️

  • 5163162266 arrived Van Nuys ✅
  • Meeting: Feb 20, 11:00 AM
  • Location: 3001 NE 145th St, North Miami, FL 33181
  • Attn: Billy Wonderly (Emily/Billy meeting)
  • All 25 pieces cleared customs ✅

• Redwood Heights check tracking

  • Derrick Wesby asked if received
  • Carmee following up with AR team
  • Contact: dwesby@bacr.org

• West Lake / BACR - Quote & payment

  • Quote: Nadra Hennington (confirmed Derrick Wesby)
  • Invoice approved, submitted for payment
  • Two sites: West Lake + Green Leaf
  • Waiting: Payment processing

• Master Jae @ ASA-Oregon - Training scheduling

  • Steven reached out for ZUES System training
  • Jae needs earliest availability
  • Contact: masterjeon@asa-oregon.com

Quote Pipeline (Active - Last 7 Days)

• Erendira Ochoa - Riverbank USD

  • 1-2 ZUES V2 systems
  • Quote sent Feb 11
  • Prepaid selected (invoice + payment link)
  • Contact: eochoa2@riverbankusd.org

• Kandi - Quote renewal

  • Extended to March 11
  • Carmee following up

• Miguel/Na'Dra - Bay Area Community Resources

  • Two additional quotes for school sites
  • Quotes being prepared

Events & Conferences

• JCCASAC Conference - Call for Presenters 🎤 MAY 13-15
  • 56th Annual, Hotel Nikko SF
  • Opportunity to showcase ZTAG
  • Contact: Jennifer Izant (jizant@santacruzcoe.org)
  • Deadline: TBD (call sent Feb 11)

Firmware/Technical - CRITICAL ISSUES ⚠️

• Firmware OTA bug investigation 🔥 CRITICAL

  • v2.8.1: Failed ZTAGGER update → system-wide failure
  • Devices shut down after failed updates (2.4, 2.6.9, 2.8.1)
  • Steven creating "2.8.1 Update Experiment Report" (in progress Feb 11)
  • QA improvements + testing documentation needed
  • Source: Fathom meeting recap Feb 10

• App-based firmware delivery transition

  • Moving from OTA/SD cards to mobile app
  • UTF Labs leading development
  • Address multiple failure modes

• Dennis Burke PTP (Precision Time Protocol) analysis

  • "PTP DOA" - needs wired ethernet or GPS
  • GPS module to ZUES "trivial" addition
  • Exploring PTP-capable switches + linuxptp software
  • 59 emails total - synthesize learnings
  • Contact: dennisfburke@verizon.net

Customer Support Tickets

• #3907 - Linden Kildare Elementary (Dr. Gibson)

  • ZTAG Safety & Upgrade Kit return
  • UPS pickup: Feb 18, 9 AM - 3 PM ✅
  • Address: 205 E Kildare Rd, Linden, TX 75563

• #4217 - Alexis - Discolored Cases

  • Replacement ZTAGGER delivered Feb 11 ✅
  • Tracking: 1ZG09F320338190768

• #3933 - Jazmine - Service Box

  • Memory card re-seating follow-up
  • Waiting: Customer response

Infrastructure (OpenClaw/Minnie)

• Gmail Pub/Sub completion (15 min) 🎯 HIGH PRIORITY

  • Cloudflare named tunnel setup
  • Create push subscription (GCP Console)
  • Test end-to-end (email → webhook)
  • Watch renewal cron (expires ~7 days)

• Multi-Agent Routing (2 hours, $5-8/mo savings)

  • Research agent (Haiku, cheap)
  • Accounting agent (Charlie workspace)

• Protection Protocol testing

  • Verify pre-restart-check.sh
  • Test auto-commit cron
  • Document recovery

• DHL tracking rebuild (30 min)

  • Recreate tools/dhl-shipment-tracking.py
  • Test with cron job

Business Development

• Newgen service partnership exploration 🤝 NEW
  • Quan reached out Feb 11 (SCV local)
  • Console repair capability for ZTAG gear
  • Awaiting response

Website/Systems

• NearlyFreeSpeech TLS failures
  • 10 consecutive failures
  • Sites: jialixu.com + cforms.gantom.com

Personal/Admin

• Justworks Health Insurance

  • Matt Huber: Forms under review
  • Sync call rescheduled (waiting for numbers)
  • Contact: mhuber@justworks.com

• Speechify payment failure ($139)

  • Fix if subscription matters

• USITC DataWeb registration

  • Quan account creation
  • Unblocks tariff optimization

• Amazon Developer Account

  • Verification reminder

---

🍃 LEAVES (Immediate - Days/Hours)

TODAY (Feb 12)

• Faye loan docs follow-up (BLOCKING)

  • Check acceptance of Feb 11 submission
  • Provide additional docs if needed

• Gilbert invoice confirmation

  • Check if Feb 10 update accepted
  • Re-issue if needed

• Complete Gmail Pub/Sub (15 min)

  • Finish tunnel + subscription
  • Test webhook flow

THIS WEEK

• Feb 15 prep (2 days away!)

  • LA County Homeowners' Exemption
  • Passport appointment booking

• Create and Innovate Expo prep (Feb 20)

  • Danielle Jones coordination
  • Booth/materials confirm

• DHL Florida coordination (Feb 19-20)

  • Billy meeting confirm
  • Tracking verify

• Morning briefing review (ongoing)

  • Email triage check
  • Cost tracking

Blocked (Waiting on External)

• [⏸] USITC DataWeb - Quan signup
• [⏸] Zoho Books API - Charlie scope
• [⏸] Justworks quote - Matt's team reviewing
• [⏸] Redwood Heights check - In transit?
• [⏸] West Lake payment - Processing
• [⏸] Firmware bug - Steven's report
• [⏸] Newgen response - Partnership inquiry

Deferred (Intentionally Paused)

• [💤] Browser automation (Phase 4)
  • CRM auto-login, competitor scraping
• [💤] Canvas dashboards (Phase 4)
  • Deal pipeline, cost tracking
• [💤] Text/Cliq integration - Until requested
• [💤] Origin story continuation - Incomplete conversation
  • "...there was also a moment..." (cut off Feb 11)

---

📦 ARCHIVE (Completed)

Feb 12, 2026

• ✅ Comprehensive task audit (100 ZTAG emails, all memory files)
• ✅ 87 total tasks identified and categorized

Feb 11, 2026

• ✅ Loan docs submitted to Faye (Gantom resolution)
• ✅ DHL shipment cleared customs, arrived Van Nuys
• ✅ Gilbert Schools invoice updated
• ✅ Quotes sent: Erendira (Riverbank USD), Kandi (renewed)
• ✅ Training scheduled: Master Jae
• ✅ Training completed: Allie (certificate sent)
• ✅ Replacement ZTAGGER: Alexis (#4217, delivered)
• ✅ UPS pickup scheduled: Linden Kildare (Feb 18)
• ✅ Payments received: SCOE ($9,263.50), ASMAE Foundation
• ✅ Newgen partnership inquiry sent

Feb 10, 2026

• ✅ Gmail send/reply infrastructure
• ✅ Morning briefing redesign
• ✅ Gantom 2026 Strategic Plan summary

Feb 9, 2026

• ✅ Phase 1 complete (VPS, OpenClaw, git, cost guardrails)
• ✅ Phase 2 complete (4 agent roles, cron active)
• ✅ Google Calendar integration (7 calendars)
• ✅ Brave Search API integration

---

📊 QUICK STATS

Total Active Tasks: 75
Critical (0-3 days): 4
High Priority (4-7 days): 7
Blocked/Waiting: 7

Next 7 Days Deadlines:

• Feb 15: Homeowners' Exemption + Passport
• Feb 17: Asana Tariff task
• Feb 18: Tesla service + UPS pickup
• Feb 20: Create & Innovate Expo + Florida meeting

High-Value Opportunities:

• Fontana USD recovery (7-figure)
• JCCASAC presenter slot (May)
• Newgen partnership (local service)

Technical Critical:

• Firmware v2.8.1 bug (system failure)
• Gmail Pub/Sub (15 min to Phase 3 done)

---

📋 FOLLOW-UP TRACKING

Awaiting Customer Response:

• Jazmine (#3933) - Memory card re-seating
• 10+ outreach emails (Carmee's "Quick hello" campaign)

Awaiting Internal:

• Steven: Firmware experiment report
• Kristin/Ruben: Gilbert deposit approval
• AR Team: Redwood Heights check
• Accounting: West Lake payment

Awaiting External:

• Faye: Loan docs acceptance
• Matt Huber: Insurance quote
• Newgen: Partnership response
• UPS: Feb 18 pickup

---

This file is the single source of truth. Updated via comprehensive audit 2026-02-12.
Sources: 100 ZTAG emails (last 7 days), memory logs, existing tasks.
Principle: Better 75 tasks and trim than 20 and forget.