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Chapter 1: Introduction

Chapter 1: Introduction

Last Updated: 2026-04

## 1.1 Purpose of This Manual

This manual is the operational reference for the IT Influentials (ITI) and Personal workspaces. It documents the tools, platforms, processes, conventions, and agent roles that govern how software is built here.

It is not a product manual. It does not explain what any individual product does. It explains how the building gets done: how the infrastructure runs, how workflows are automated, how code is shared across projects, how AI agents assist development, and how quality and security are maintained.

After reading this manual you will be able to:

– Navigate the workspace and understand where everything lives.

– Start, stop, monitor, and troubleshoot the core infrastructure.

– Create and publish n8n workflows using the SDK.

– Understand how Dify knowledge bases and RAG work.

– Write WordPress plugins, Tauri desktop apps, Python services, and Swift apps using ITI shared patterns.

– Understand how Claude, agents, and skills are orchestrated.

– Follow the build session protocol from start to finish.

– Know which security rules are non-negotiable and why.

1.2 What IT Influentials Is

IT Influentials is Peter Westerman’s consultancy

Peter is a senior product leader with 35 years in B2B media (subscription products, audience data, information products, events, research). From late 2024 through 2026 he built 20+ AI systems across roughly twelve domains, hands-on, directing the work on every one. That portfolio is what ITI is: a working body of evidence demonstrating genuine daily AI working fluency, modern development patterns, and the builder’s instinct Peter brings to senior IC, Director, or VP product roles.

ITI is not a product business, a consulting practice, or an advisory firm. The portfolio exists to demonstrate capability, not to generate revenue streams. Understanding that framing is important when reading the rest of this manual — process, agents, infrastructure, and conventions were all put in place to support high-velocity solo building, not to operate a services organization.

The workspace has two parallel areas:

Workspace Purpose
ITI/ Portfolio products, shared library, infrastructure, agent system, operations, and supporting documentation
Personal/ Personal projects built on the same stack: personal-assistant, expat-advisor, patriot-agent

Both workspaces share the same infrastructure (Docker stack), tooling (Cursor, Claude Code, Antigravity, n8n, Dify), and conventions (shared library, agent system, build session protocol). The Personal workspace follows the same development standards as the ITI workspace.


1.3 How to Use This Manual

The manual is organized into eight parts, each covering a logical domain:

Part Domain
I Orientation (where things are)
II Infrastructure & Platform (how the stack runs)
III Workflow Automation (n8n and Dify)
IV Application Development (code stacks)
V AI & Knowledge Systems (Claude, RAG, agents)
VI Development Process (sessions, testing, security)
VII Cursor IDE & AI Tooling (skills, rules, MCP)
VIII Business Operations (roles, portfolio, governance)

Read Part I and Part II first — they establish the foundation. All other parts are reference material you can read in any order.

Conventions used throughout:

  • monospace — file paths, command-line commands, environment variable names, and code snippets.
  • Bold — key terms on first use; look them up in the Glossary if unfamiliar.
  • > Note: — supplementary information that adds context without being essential.
  • > Warning: — an action that can cause data loss, service interruption, or security risk.
  • > Tip: — a shortcut or efficiency recommendation.

1.4 The Living Document Policy

This manual is a living document. It is never “done.” As the environment evolves — new tools adopted, new products created, infrastructure upgraded — the relevant chapters are updated.

Rules:

  1. Every chapter file begins with a > Last Updated: YYYY-MM line.
  2. When any content changes, update the chapter’s date.
  3. Never delete content without replacing it — mark superseded content with a > Deprecated: note pointing to the replacement.
  4. Major structural changes (adding or removing chapters) require a note in ITI/operations/documentation/REORGANIZATION-LOG.md.

The master Table of Contents lives in README.md in this directory.


1.5 A Note on the AI Toolbox

Most of the “development capacity” referenced throughout this manual comes from AI agents — specialist models ITI has configured and invokes to handle architecture advice, API integration, database work, QA, documentation, and design. These agents are tools, not teammates. They augment a builder’s capabilities; they do not replace the builder’s judgment, accountability, or review. All AI-generated code must pass the same security checks, follow the same architecture patterns, and produce the same required artifacts as hand-written code.

The agent toolbox is documented fully in Chapter 20 and Chapter 31. The rules governing AI-assisted development — the Safeguards — are in Chapter 22.


Next: Chapter 2 — Workspace Overview

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