From bb7a9960cee8d903ee9f759c8b159b9b2ccdb9e9 Mon Sep 17 00:00:00 2001 From: Bill Allred Date: Sun, 15 Feb 2026 19:32:34 +0100 Subject: [PATCH] =?UTF-8?q?v3.0:=20The=20Cascade=20=E2=80=94=20end-to-end?= =?UTF-8?q?=20goals-to-tasks=20flow?= MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Add /project and /monthly skills to complete the cascade chain from 3-year vision through daily tasks. Add agent memory, model hints, agent team workflows, and cascade context surfacing across all skills. New skills: - /project (new, status, archive) β€” bridge between goals and daily tasks - /monthly β€” roll up weekly reviews, check quarterly milestones Agent upgrades: - memory: project on all 4 agents for cross-session learning - Agent team workflow in /weekly for parallel reviews Skill enhancements: - /daily: cascade context surfacing (ONE Big Thing, project next-actions) - /weekly: project progress table, agent team coordination - /goal-tracking: project-aware progress, orphan goal detection - /onboard: auto-discover and summarize active projects - model: sonnet on goal-tracking, obsidian-vault-ops, push, onboard Infrastructure: - session-init.sh surfaces priorities, project count, review staleness - settings.json adds cp/mv permissions for project archiving Co-Authored-By: Claude Opus 4.6 --- README.md | 70 +++++- vault-template/.claude/agents/goal-aligner.md | 1 + .../.claude/agents/inbox-processor.md | 1 + .../.claude/agents/note-organizer.md | 1 + .../.claude/agents/weekly-reviewer.md | 1 + vault-template/.claude/hooks/session-init.sh | 42 +++- vault-template/.claude/settings.json | 2 + vault-template/.claude/skills/daily/SKILL.md | 38 +++- .../.claude/skills/goal-tracking/SKILL.md | 44 +++- .../.claude/skills/monthly/SKILL.md | 200 ++++++++++++++++++ .../skills/obsidian-vault-ops/SKILL.md | 1 + .../.claude/skills/onboard/SKILL.md | 20 +- .../.claude/skills/project/SKILL.md | 167 +++++++++++++++ vault-template/.claude/skills/push/SKILL.md | 2 + vault-template/.claude/skills/weekly/SKILL.md | 54 ++++- vault-template/CLAUDE.md | 42 +++- 16 files changed, 652 insertions(+), 34 deletions(-) create mode 100644 vault-template/.claude/skills/monthly/SKILL.md create mode 100644 vault-template/.claude/skills/project/SKILL.md diff --git a/README.md b/README.md index c54d9bf..57d2760 100644 --- a/README.md +++ b/README.md @@ -6,7 +6,7 @@ A complete personal knowledge management system that combines Obsidian's powerful note-taking with Claude Code's AI assistance. Go from zero to a fully functional PKM in 15 minutes or less. -**v2.1** - Unified skills pattern (skills and slash commands merged), hooks, agents, and rules. +**v3.0** - The Cascade: end-to-end goals-to-tasks flow with `/project` and `/monthly` skills, agent memory, and agent teams. ## ✨ Features @@ -17,12 +17,17 @@ A complete personal knowledge management system that combines Obsidian's powerfu - **πŸ”„ Version Controlled** - Never lose a thought with automatic Git backups - **🎨 Fully Customizable** - Adapt templates and structure to your needs -### AI-Powered (v2.1) -- **⚑ Unified Skills** - Skills and slash commands merged (`/daily`, `/weekly`, `/push`, `/onboard`) -- **πŸͺ Hooks** - Auto-commit on save, session initialization +### AI-Powered (v3.0) +- **πŸ”— The Cascade** - End-to-end flow: 3-year vision β†’ yearly goals β†’ projects β†’ monthly β†’ weekly β†’ daily tasks +- **πŸ“ Project Management** - `/project` skill to create, track, and archive projects linked to goals +- **πŸ“† Monthly Reviews** - `/monthly` skill rolls up weekly reviews, checks quarterly milestones +- **🧠 Agent Memory** - Agents learn your vault patterns across sessions (goal-aligner remembers misalignment patterns, weekly-reviewer learns your reflection style) +- **πŸ‘₯ Agent Teams** - Parallel weekly reviews with collector, goal-analyzer, and project-scanner agents +- **⚑ Unified Skills** - Skills and slash commands merged (`/daily`, `/weekly`, `/monthly`, `/project`, `/push`, `/onboard`) +- **πŸͺ Hooks** - Auto-commit on save, session initialization with priority surfacing - **πŸ€– Custom Agents** - Note organizer, weekly reviewer, goal aligner, inbox processor - **πŸ“ Modular Rules** - Path-specific conventions for markdown, productivity, projects -- **🧠 Output Styles** - Productivity Coach for accountability +- **🎭 Output Styles** - Productivity Coach for accountability - **πŸ“Š Status Line** - Vault stats in terminal (note count, inbox, uncommitted changes) - **πŸ‘οΈ Progress Visibility** - See spinner updates during multi-step operations like morning routines @@ -89,6 +94,8 @@ Your Vault/ β”‚ β”œβ”€β”€ skills/ # Unified skills (invoke with /skill-name) β”‚ β”‚ β”œβ”€β”€ daily/ # /daily - Create daily notes, routines β”‚ β”‚ β”œβ”€β”€ weekly/ # /weekly - Weekly review process +β”‚ β”‚ β”œβ”€β”€ monthly/ # /monthly - Monthly review and planning (NEW) +β”‚ β”‚ β”œβ”€β”€ project/ # /project - Create and track projects (NEW) β”‚ β”‚ β”œβ”€β”€ push/ # /push - Git commit and push β”‚ β”‚ β”œβ”€β”€ onboard/ # /onboard - Load vault context β”‚ β”‚ β”œβ”€β”€ goal-tracking/ # Auto: Track goal progress @@ -130,7 +137,25 @@ To use the coach style in Claude Code: Learn more about [customizing output styles](docs/CUSTOMIZATION.md#output-styles). -## πŸ€– Custom Agents (v2.0) +## πŸ”— The Cascade + +The complete goals-to-tasks flow β€” the #1 requested feature: + +``` +3-Year Vision ──→ Yearly Goals ──→ Projects ──→ Monthly Goals ──→ Weekly Review ──→ Daily Tasks + ↑ + /project new + (the bridge layer) +``` + +Every layer connects: +- **`/project new`** creates a project linked to a yearly goal +- **`/daily`** morning routine surfaces your ONE Big Thing + project next-actions +- **`/weekly`** review includes a project progress table +- **`/monthly`** review rolls up weekly reviews and checks quarterly milestones +- **`/goal-tracking`** includes project completion % in goal progress calculations + +## πŸ€– Custom Agents (v3.0) Ask Claude to use specialized agents for common PKM tasks: @@ -148,12 +173,39 @@ claude "Use the goal-aligner agent to analyze my recent activity" claude "Use the inbox-processor agent to clear my inbox" ``` -## πŸ”„ Upgrading from v1.x +## πŸ”„ Upgrading -If you have an existing vault from v1.x: +### From v2.1 to v3.0 ```bash -# 1. Copy new directories to your vault +# 1. Copy new skill directories +cp -r vault-template/.claude/skills/project your-vault/.claude/skills/ +cp -r vault-template/.claude/skills/monthly your-vault/.claude/skills/ + +# 2. Update existing files (review diff first) +cp vault-template/.claude/settings.json your-vault/.claude/ +cp vault-template/.claude/hooks/session-init.sh your-vault/.claude/hooks/ + +# 3. Update agents (adds memory: project) +cp vault-template/.claude/agents/*.md your-vault/.claude/agents/ + +# 4. Update existing skills (adds cascade features) +cp -r vault-template/.claude/skills/daily your-vault/.claude/skills/ +cp -r vault-template/.claude/skills/weekly your-vault/.claude/skills/ +cp -r vault-template/.claude/skills/goal-tracking your-vault/.claude/skills/ +cp -r vault-template/.claude/skills/onboard your-vault/.claude/skills/ + +# 5. Review and merge CLAUDE.md changes +# Add /project and /monthly to your skills table, bump version + +# 6. Make scripts executable +chmod +x your-vault/.claude/hooks/*.sh +``` + +### From v1.x to v3.0 + +```bash +# 1. Copy all new directories to your vault cp -r vault-template/.claude-plugin your-vault/ cp -r vault-template/.claude/agents your-vault/.claude/ cp -r vault-template/.claude/skills your-vault/.claude/ diff --git a/vault-template/.claude/agents/goal-aligner.md b/vault-template/.claude/agents/goal-aligner.md index 98a03ce..da71ffd 100644 --- a/vault-template/.claude/agents/goal-aligner.md +++ b/vault-template/.claude/agents/goal-aligner.md @@ -3,6 +3,7 @@ name: goal-aligner description: Analyze alignment between daily activities and long-term goals. Identify gaps, over/under-investment, and suggest rebalancing. Use for goal audits and priority checks. tools: Read, Grep, Glob, TaskCreate, TaskUpdate, TaskList model: sonnet +memory: project --- # Goal Aligner Agent diff --git a/vault-template/.claude/agents/inbox-processor.md b/vault-template/.claude/agents/inbox-processor.md index 82b9e08..f689d7e 100644 --- a/vault-template/.claude/agents/inbox-processor.md +++ b/vault-template/.claude/agents/inbox-processor.md @@ -3,6 +3,7 @@ name: inbox-processor description: Process inbox items using GTD principles. Categorize, clarify, and organize captured notes into actionable items. Use for inbox zero and capture processing. tools: Read, Write, Edit, Glob, Bash, TaskCreate, TaskUpdate, TaskList model: sonnet +memory: project --- # Inbox Processor Agent diff --git a/vault-template/.claude/agents/note-organizer.md b/vault-template/.claude/agents/note-organizer.md index 5c8a168..bc88b46 100644 --- a/vault-template/.claude/agents/note-organizer.md +++ b/vault-template/.claude/agents/note-organizer.md @@ -3,6 +3,7 @@ name: note-organizer description: Organize and restructure vault notes. Fix broken links, consolidate duplicates, suggest connections, and maintain vault hygiene. Use when managing vault organization or cleaning up notes. tools: Read, Write, Edit, Glob, Grep, Bash, TaskCreate, TaskUpdate, TaskList model: sonnet +memory: project --- # Note Organizer Agent diff --git a/vault-template/.claude/agents/weekly-reviewer.md b/vault-template/.claude/agents/weekly-reviewer.md index a856364..133fb0f 100644 --- a/vault-template/.claude/agents/weekly-reviewer.md +++ b/vault-template/.claude/agents/weekly-reviewer.md @@ -3,6 +3,7 @@ name: weekly-reviewer description: Facilitate comprehensive weekly review process. Analyze past week's daily notes, calculate goal progress, and help plan next week. Use for Sunday/Monday weekly reviews. tools: Read, Write, Edit, Glob, Grep, TaskCreate, TaskUpdate, TaskList model: sonnet +memory: project --- # Weekly Reviewer Agent diff --git a/vault-template/.claude/hooks/session-init.sh b/vault-template/.claude/hooks/session-init.sh index 614558a..52bf961 100755 --- a/vault-template/.claude/hooks/session-init.sh +++ b/vault-template/.claude/hooks/session-init.sh @@ -1,6 +1,6 @@ #!/bin/bash # Session initialization hook for Obsidian PKM vault -# Sets up environment variables for the Claude Code session +# Sets up environment variables and surfaces priorities for the Claude Code session # Set vault path (defaults to current directory) export VAULT_PATH="${VAULT_PATH:-$(pwd)}" @@ -22,3 +22,43 @@ fi echo "PKM Session initialized" echo " Vault: $VAULT_PATH" echo " Today: $TODAY" + +# Surface today's ONE Big Thing from most recent weekly review +WEEKLY_REVIEW="$VAULT_PATH/Goals/3. Weekly Review.md" +if [ -f "$WEEKLY_REVIEW" ]; then + ONE_BIG_THING=$(grep -A 1 "ONE Big Thing" "$WEEKLY_REVIEW" | tail -1 | sed 's/^[> ]*//' | sed 's/^[[:space:]]*//') + if [ -n "$ONE_BIG_THING" ] && [ "$ONE_BIG_THING" != "" ]; then + echo " ONE Big Thing: $ONE_BIG_THING" + fi + + # Days since last weekly review + LAST_REVIEW_DATE=$(grep -oE '[0-9]{4}-[0-9]{2}-[0-9]{2}' "$WEEKLY_REVIEW" | tail -1) + if [ -n "$LAST_REVIEW_DATE" ]; then + if date -j -f "%Y-%m-%d" "$LAST_REVIEW_DATE" +%s >/dev/null 2>&1; then + # macOS + LAST_EPOCH=$(date -j -f "%Y-%m-%d" "$LAST_REVIEW_DATE" +%s 2>/dev/null) + NOW_EPOCH=$(date +%s) + else + # Linux + LAST_EPOCH=$(date -d "$LAST_REVIEW_DATE" +%s 2>/dev/null) + NOW_EPOCH=$(date +%s) + fi + if [ -n "$LAST_EPOCH" ] && [ -n "$NOW_EPOCH" ]; then + DAYS_SINCE=$(( (NOW_EPOCH - LAST_EPOCH) / 86400 )) + if [ "$DAYS_SINCE" -gt 7 ]; then + echo " Weekly review overdue! Last review: $DAYS_SINCE days ago" + else + echo " Last weekly review: $DAYS_SINCE days ago" + fi + fi + fi +fi + +# Active project count +PROJECTS_DIR="$VAULT_PATH/Projects" +if [ -d "$PROJECTS_DIR" ]; then + PROJECT_COUNT=$(find "$PROJECTS_DIR" -maxdepth 2 -name "CLAUDE.md" 2>/dev/null | wc -l | tr -d ' ') + if [ "$PROJECT_COUNT" -gt 0 ]; then + echo " Active projects: $PROJECT_COUNT" + fi +fi diff --git a/vault-template/.claude/settings.json b/vault-template/.claude/settings.json index b3ac27e..510db94 100644 --- a/vault-template/.claude/settings.json +++ b/vault-template/.claude/settings.json @@ -7,6 +7,8 @@ "Bash(date:*)", "Bash(wc:*)", "Bash(find:*)", + "Bash(cp:*)", + "Bash(mv:*)", "Read(*)", "Write(Daily Notes/**)", "Write(Goals/**)", diff --git a/vault-template/.claude/skills/daily/SKILL.md b/vault-template/.claude/skills/daily/SKILL.md index a246768..792cd9f 100644 --- a/vault-template/.claude/skills/daily/SKILL.md +++ b/vault-template/.claude/skills/daily/SKILL.md @@ -54,16 +54,39 @@ Your daily template can use: ### Automated Steps 1. Create today's daily note (if not exists) 2. Pull incomplete tasks from yesterday -3. Review weekly goals for today's priority -4. Surface any calendar events or deadlines +3. Read this week's ONE Big Thing from `Goals/3. Weekly Review.md` +4. Surface active project next-actions from `Projects/*/CLAUDE.md` +5. Review weekly goals for today's priority + +### Cascade Context Surfacing +Before interactive prompts, automatically surface: +- **ONE Big Thing** from most recent weekly review +- **Active project next-actions** from `Projects/*/CLAUDE.md` (read "Next Actions" section) +- **Monthly priority** from `Goals/2. Monthly Goals.md` + +Display as a brief context block at the top of the morning routine: +```markdown +### Today's Context +- **Week's ONE Big Thing:** [from weekly review] +- **Active Projects:** [project names with first next-action each] +- **Monthly Focus:** [from monthly goals] +``` ### Interactive Prompts - "What's your ONE thing for today?" - "What might get in the way?" - "How do you want to feel at end of day?" +### Task Creation Guidance +When adding tasks to the daily note, recommend linking to goals/projects: +```markdown +- [ ] Draft API spec β€” Supports: [[Projects/MyApp]] +- [ ] Review chapter 3 β€” Supports: [[1. Yearly Goals#Read 12 books]] +``` + ### Morning Checklist - [ ] Daily note created +- [ ] Cascade context reviewed (ONE Big Thing, projects, monthly focus) - [ ] Yesterday's incomplete tasks reviewed - [ ] ONE priority identified - [ ] Time blocks set @@ -96,6 +119,15 @@ Your daily template can use: 3. Log energy levels (1-10) 4. Record gratitude items +### Goal & Project Attention Summary +Automatically generate an end-of-day summary showing which goals and projects received attention: +```markdown +### Today's Cascade Impact +- **Goals touched:** [[Goal 1]] (2 tasks), [[Goal 3]] (1 task) +- **Projects advanced:** [[ProjectA]] (3 tasks), [[ProjectB]] (1 task) +- **Unlinked tasks:** 2 (consider linking to a goal or project) +``` + ### Reflect - What went well today? - What could be better? @@ -248,6 +280,8 @@ Task tools provide visibility into what's happening during longer operations. Ta Works with: - `/push` - Commit end-of-day changes - `/weekly` - Weekly planning uses daily notes +- `/monthly` - Monthly goals inform daily focus +- `/project` - Surface project next-actions in morning - `/onboard` - Load context before planning - Goal tracking skill - Align daily tasks to goals - Productivity Coach - Accountability for daily routines diff --git a/vault-template/.claude/skills/goal-tracking/SKILL.md b/vault-template/.claude/skills/goal-tracking/SKILL.md index 0e94efc..1ee94a2 100644 --- a/vault-template/.claude/skills/goal-tracking/SKILL.md +++ b/vault-template/.claude/skills/goal-tracking/SKILL.md @@ -2,6 +2,7 @@ name: goal-tracking description: Track progress toward 3-year, yearly, monthly, and weekly goals. Calculate completion percentages, surface stalled goals, connect daily tasks to objectives. Use for goal reviews and progress tracking. allowed-tools: Read, Grep, Glob, Edit, TaskCreate, TaskUpdate, TaskList, TaskGet +model: sonnet --- # Goal Tracking Skill @@ -15,6 +16,8 @@ Goals/0. Three Year Goals.md <- Vision (Life areas) ↓ Goals/1. Yearly Goals.md <- Annual objectives ↓ +Projects/*/CLAUDE.md <- Active projects (bridge layer) + ↓ Goals/2. Monthly Goals.md <- Current month focus ↓ Goals/3. Weekly Review.md <- Weekly planning @@ -97,6 +100,20 @@ When adding tasks to daily notes: 2. Flag goals with no progress in 14+ days 3. Suggest actions to restart momentum +## Project-Aware Progress + +### Project Integration +When calculating goal progress, include project data: +1. Scan `Projects/*/CLAUDE.md` for all active projects +2. Match projects to goals via their "Goal Link" / "Supports" field +3. Include project completion % in goal progress calculations +4. Surface which projects support each goal + +### Orphan Goal Detection +Flag goals that have no active project supporting them: +- A goal with 0 linked projects may need a project created (`/project new`) +- A goal with only completed/archived projects may need a new initiative + ## Progress Report Format ```markdown @@ -105,18 +122,28 @@ When adding tasks to daily notes: ### Overall: XX% ### By Goal -| Goal | Progress | Last Activity | Status | -|------|----------|---------------|--------| -| Goal 1 | 75% | 2 days ago | On Track | -| Goal 2 | 30% | 14 days ago | Stalled | +| Goal | Progress | Projects | Last Activity | Status | +|------|----------|----------|---------------|--------| +| Goal 1 | 75% | [[ProjectA]] (80%), [[ProjectB]] (60%) | 2 days ago | On Track | +| Goal 2 | 30% | (none) | 14 days ago | Stalled | + +### Project Status +| Project | Goal | Progress | Phase | +|---------|------|----------|-------| +| [[ProjectA]] | Goal 1 | 80% | Active | +| [[ProjectB]] | Goal 1 | 60% | Active | + +### Orphan Goals (no active project) +- Goal 2 β€” Consider `/project new` to create a supporting project ### This Week's Contributions -- [Task] -> [[Goal 1]] +- [Task] -> [[Goal 1]] via [[ProjectA]] - [Task] -> [[Goal 2]] ### Recommended Focus 1. [Stalled goal needs attention] 2. [Nearly complete goal - finish it] +3. [Orphan goal needs a project] ``` ## Task-Based Progress Tracking @@ -174,7 +201,8 @@ Task tools are session-scoped and don't persistβ€”your actual goal progress is t ## Integration Points -- Weekly review: Full progress assessment -- Daily planning: Surface relevant goals -- Monthly review: Adjust goals as needed +- `/weekly` review: Full progress assessment with project rollup +- `/daily` planning: Surface relevant goals and project next-actions +- `/monthly` review: Adjust goals as needed, check quarterly milestones +- `/project status`: Project completion feeds goal calculations - Quarterly review: Cascade from 3-year vision diff --git a/vault-template/.claude/skills/monthly/SKILL.md b/vault-template/.claude/skills/monthly/SKILL.md new file mode 100644 index 0000000..b9ccc58 --- /dev/null +++ b/vault-template/.claude/skills/monthly/SKILL.md @@ -0,0 +1,200 @@ +--- +name: monthly +description: Monthly review and planning. Roll up weekly reviews, check quarterly milestones, set next month's focus. Use at end of month or start of new month. +allowed-tools: Read, Write, Edit, Glob, Grep, TaskCreate, TaskUpdate, TaskList, TaskGet +model: sonnet +user-invocable: true +--- + +# Monthly Review Skill + +Facilitates monthly review and planning by rolling up weekly reviews, checking quarterly milestones, and setting next month's focus. + +## Usage + +``` +/monthly # Run monthly review for current month +``` + +Or ask: +- "Help me with my monthly review" +- "Plan next month" +- "How did this month go?" + +## What This Skill Does + +1. **Creates or opens monthly goals file** (`Goals/2. Monthly Goals.md`) +2. **Rolls up weekly reviews** from the past month +3. **Checks quarterly milestones** against yearly goals +4. **Plans next month's** focus areas and priorities + +## Review Process + +### Phase 1: Collect Monthly Data (10 minutes) + +1. Read all weekly reviews from the past month (`Goals/3. Weekly Review.md` or weekly review notes) +2. Read daily notes from past 30 days (scan for patterns) +3. Read current `Goals/2. Monthly Goals.md` for this month's targets +4. Scan `Projects/*/CLAUDE.md` for project status updates + +**Extract:** +- Wins from each week +- Challenges and recurring blockers +- Goal progress percentages +- Project milestones completed +- Habits tracked (completion rates) + +### Phase 2: Reflect on Month (10 minutes) + +1. Read `Goals/1. Yearly Goals.md` for quarterly milestones +2. Calculate which quarter we're in and check milestone progress +3. Identify patterns across weeks (energy, productivity, focus areas) +4. Compare planned vs actual outcomes + +**Generate:** +- Monthly accomplishment summary +- Quarterly milestone progress check +- Pattern analysis (what worked, what didn't) +- Goal alignment assessment + +### Phase 3: Plan Next Month (10 minutes) + +1. Identify next month's quarterly milestones +2. Surface projects that need attention +3. Set next month's primary focus (ONE thing) +4. Define 3-tier priorities (must/should/nice-to-have) +5. Plan habits to build or maintain + +**Write:** +- Update `Goals/2. Monthly Goals.md` with next month's plan +- Set specific weekly milestones for the month ahead + +## Output Format + +```markdown +## Monthly Review: [Month Year] + +### Month Summary +- Weeks reviewed: 4 +- Daily notes analyzed: [N] +- Projects active: [N] + +### Wins +1. [Major accomplishment] +2. [Progress milestone] +3. [Habit success] + +### Challenges +1. [Recurring blocker] +2. [Missed target] + +### Patterns +- **Energy:** [When were you most productive?] +- **Focus:** [What got the most attention?] +- **Gaps:** [What was consistently avoided?] + +### Goal Progress +| Goal | Start of Month | End of Month | Delta | +|------|---------------|-------------|-------| +| [Goal 1] | 30% | 45% | +15% | +| [Goal 2] | 50% | 55% | +5% | + +### Quarterly Milestone Check +**Quarter: Q[N] ([Month Range])** +| Milestone | Status | Notes | +|-----------|--------|-------| +| [Milestone 1] | On Track | [Detail] | +| [Milestone 2] | At Risk | [What's needed] | + +### Project Status +| Project | Progress | Status | Next Month Focus | +|---------|----------|--------|-----------------| +| [Project 1] | 60% | Active | [Key deliverable] | + +### Next Month Plan + +**ONE Focus:** [Primary objective] + +**Must Complete:** +1. [Non-negotiable deliverable] +2. [Critical milestone] +3. [Key commitment] + +**Should Complete:** +1. [Important but flexible] +2. [Supporting goal] + +**Nice to Have:** +1. [Stretch goal] + +**Weekly Milestones:** +- Week 1: [Focus] +- Week 2: [Focus] +- Week 3: [Focus] +- Week 4: [Focus + monthly review] + +### Wellbeing Check +- Physical Health: /10 +- Mental Health: /10 +- Relationships: /10 +- Work Satisfaction: /10 +- Overall: /10 + +### Questions to Consider +- "What would make next month feel truly successful?" +- "What commitment should you drop or delegate?" +- "Which goal needs a different approach?" +``` + +## Data Sources + +Always read these files: +- `Goals/0. Three Year Goals.md` - Long-term vision context +- `Goals/1. Yearly Goals.md` - Quarterly milestones and annual objectives +- `Goals/2. Monthly Goals.md` - Current month's plan (to review) and next month's (to write) +- `Goals/3. Weekly Review.md` - Weekly reviews from past month +- `Daily Notes/*.md` - Past 30 days of notes +- `Projects/*/CLAUDE.md` - All active project statuses + +## Task-Based Progress Tracking + +### Monthly Review Tasks +``` +TaskCreate: + subject: "Phase 1: Collect monthly data" + description: "Read weekly reviews, daily notes, and project files from past month" + activeForm: "Collecting monthly data..." + +TaskCreate: + subject: "Phase 2: Reflect on month" + description: "Analyze patterns, check quarterly milestones, assess goal alignment" + activeForm: "Reflecting on monthly patterns..." + +TaskCreate: + subject: "Phase 3: Plan next month" + description: "Set focus, define priorities, establish weekly milestones" + activeForm: "Planning next month..." + +TaskCreate: + subject: "Write monthly review note" + description: "Generate and save the monthly review document" + activeForm: "Writing monthly review..." +``` + +### Dependencies +``` +TaskUpdate: "Phase 2: Reflect", addBlockedBy: [phase-1-id] +TaskUpdate: "Phase 3: Plan", addBlockedBy: [phase-2-id] +TaskUpdate: "Write monthly review", addBlockedBy: [phase-3-id] +``` + +Mark each task `in_progress` when starting, `completed` when done. + +## Integration + +Works with: +- `/weekly` - Monthly review rolls up weekly reviews +- `/goal-tracking` - Quarterly milestone progress +- `/project status` - Project progress feeds monthly assessment +- `/daily` - Next month's plan informs daily priorities +- `/push` - Commit after completing review diff --git a/vault-template/.claude/skills/obsidian-vault-ops/SKILL.md b/vault-template/.claude/skills/obsidian-vault-ops/SKILL.md index 7289b9f..8228cc1 100644 --- a/vault-template/.claude/skills/obsidian-vault-ops/SKILL.md +++ b/vault-template/.claude/skills/obsidian-vault-ops/SKILL.md @@ -2,6 +2,7 @@ name: obsidian-vault-ops description: Read and write Obsidian vault files, manage wiki-links, process markdown with YAML frontmatter. Use when working with vault file operations, creating notes, or managing links. allowed-tools: Read, Write, Edit, Glob, Grep +model: sonnet --- # Obsidian Vault Operations Skill diff --git a/vault-template/.claude/skills/onboard/SKILL.md b/vault-template/.claude/skills/onboard/SKILL.md index 87a3247..fe433f4 100644 --- a/vault-template/.claude/skills/onboard/SKILL.md +++ b/vault-template/.claude/skills/onboard/SKILL.md @@ -2,6 +2,7 @@ name: onboard description: Load CLAUDE.md context files from vault for comprehensive understanding. Discovers hierarchical context, recent notes, and project states. Use at start of session or when Claude needs full vault context. allowed-tools: Read, Glob, Grep +model: sonnet user-invocable: true --- @@ -35,7 +36,12 @@ Invoke with `/onboard` or ask Claude to learn about your vault. - Project-specific CLAUDE.md files - Recent daily notes for current state -3. **Builds Understanding** +3. **Scans Active Projects** + - Auto-discovers all `Projects/*/CLAUDE.md` files + - Extracts project name, phase, progress, and goal linkage + - Displays active project count and summary in onboard output + +4. **Builds Understanding** - Your personal mission/goals - Project structures and status - Workflow preferences @@ -102,6 +108,16 @@ Automatically considers: - Current week's review - Recently modified projects +### Project Summary +When loading full context, include a project overview: +```markdown +### Active Projects (N) +| Project | Phase | Progress | Goal | +|---------|-------|----------|------| +| [[ProjectA]] | Active | 60% | [[Goal 1]] | +| [[ProjectB]] | Planning | 10% | [[Goal 3]] | +``` + ### Selective Loading For focused assistance: ``` @@ -178,4 +194,6 @@ Works with: - All other skills (provides context) - `/daily` - Better daily planning with context - `/weekly` - Informed weekly reviews +- `/monthly` - Monthly review with full context +- `/project` - Project status overview - Goal tracking - Understand goal cascade diff --git a/vault-template/.claude/skills/project/SKILL.md b/vault-template/.claude/skills/project/SKILL.md new file mode 100644 index 0000000..4337086 --- /dev/null +++ b/vault-template/.claude/skills/project/SKILL.md @@ -0,0 +1,167 @@ +--- +name: project +description: Create, track, and archive projects linked to goals. The bridge between goals and daily tasks. Use for project creation, status dashboards, and archiving completed work. +allowed-tools: Read, Write, Edit, Glob, Grep, Bash, TaskCreate, TaskUpdate, TaskList, TaskGet +model: sonnet +user-invocable: true +--- + +# Project Skill + +Create, track, and archive projects that bridge the gap between goals and daily tasks. + +## Usage + +``` +/project # Interactive: create new project or view status +/project new # Create a new project +/project status # Dashboard of all active projects +/project archive # Archive a completed project +``` + +## Commands + +### `/project` or `/project new` + +Creates a new project folder with a CLAUDE.md context file, interactively linked to a goal. + +**Steps:** +1. Read `Goals/1. Yearly Goals.md` to list available goals +2. Ask user which goal this project supports (or "none" for standalone) +3. Ask for project name +4. Create `Projects//CLAUDE.md` with structure below +5. If linked to a goal, add `[[Projects/]]` reference in the yearly goals file + +**Project CLAUDE.md Template:** +```markdown +# Project: + +## Overview +[Brief description of what this project achieves] + +## Goal Link +Supports: [[1. Yearly Goals#]] + +## Status +- **Phase:** Planning | Active | Review | Complete +- **Progress:** 0% +- **Started:** +- **Target:** + +## Key Decisions +- [Decision 1] - [Date] - [Rationale] + +## Next Actions +- [ ] [First concrete step] +- [ ] [Second step] + +## Notes +[Running log of updates, blockers, learnings] +``` + +### `/project status` + +Scans all `Projects/*/CLAUDE.md` files and displays a dashboard. + +**Steps:** +1. Glob for `Projects/*/CLAUDE.md` +2. Read each file, extract: name, status/phase, progress%, goal linkage, next action +3. Display dashboard table + +**Output Format:** +```markdown +## Project Dashboard + +| Project | Phase | Progress | Goal | Next Action | +|---------|-------|----------|------|-------------| +| ProjectA | Active | 60% | [[Goal 1]] | Review PR | +| ProjectB | Planning | 10% | [[Goal 3]] | Draft spec | + +### Summary +- Active projects: N +- Total progress (weighted): X% +- Projects without goal link: [list] +- Stalled projects (no update in 14+ days): [list] +``` + +### `/project archive ` + +Moves a completed project to the archives. + +**Steps:** +1. Verify `Projects//` exists +2. Confirm with user before archiving +3. Update project CLAUDE.md status to "Complete" and progress to 100% +4. Move folder: `mv Projects/ Archives/Projects/` +5. Create `Archives/Projects/` directory if it doesn't exist +6. Update any goal references to note completion +7. Report what was archived + +## Project Naming Conventions + +- Use PascalCase for folder names: `Projects/LearnSpanish/` +- Keep names concise but descriptive +- Avoid special characters + +## Cascade Integration + +Projects are the critical middle layer: + +``` +Goals/1. Yearly Goals.md <- "What I want to achieve" + | + v +Projects/*/CLAUDE.md <- "How I'll achieve it" (THIS SKILL) + | + v +Daily Notes/*.md <- "What I'm doing today" +``` + +When creating tasks in daily notes, reference the project: +```markdown +- [ ] Draft API spec β€” [[Projects/MyApp/CLAUDE.md|MyApp]] +``` + +## Task-Based Progress Tracking + +### New Project Tasks +``` +TaskCreate: + subject: "Read yearly goals" + description: "Load goals for project linking" + activeForm: "Reading yearly goals..." + +TaskCreate: + subject: "Create project structure" + description: "Create folder and CLAUDE.md for new project" + activeForm: "Creating project structure..." + +TaskCreate: + subject: "Link project to goal" + description: "Add project reference to yearly goals file" + activeForm: "Linking project to goal..." +``` + +### Status Dashboard Tasks +``` +TaskCreate: + subject: "Scan project files" + description: "Glob and read all Projects/*/CLAUDE.md files" + activeForm: "Scanning project files..." + +TaskCreate: + subject: "Generate dashboard" + description: "Compile status dashboard from project data" + activeForm: "Generating project dashboard..." +``` + +Mark each task `in_progress` when starting, `completed` when done. + +## Integration + +Works with: +- `/daily` - Surface project next-actions in morning routine +- `/weekly` - Project status in weekly review +- `/goal-tracking` - Project progress feeds goal calculations +- `/onboard` - Discover and load project context +- `/push` - Commit project changes diff --git a/vault-template/.claude/skills/push/SKILL.md b/vault-template/.claude/skills/push/SKILL.md index 3f73416..8efdea0 100644 --- a/vault-template/.claude/skills/push/SKILL.md +++ b/vault-template/.claude/skills/push/SKILL.md @@ -2,6 +2,8 @@ name: push description: Commit and push vault changes to Git with smart commit messages. Auto-stages files, creates meaningful commits, and syncs with remote. Use after making vault changes or at end of day. allowed-tools: Bash, Read, Glob +model: sonnet +disable-model-invocation: true user-invocable: true --- diff --git a/vault-template/.claude/skills/weekly/SKILL.md b/vault-template/.claude/skills/weekly/SKILL.md index 6624057..4e31222 100644 --- a/vault-template/.claude/skills/weekly/SKILL.md +++ b/vault-template/.claude/skills/weekly/SKILL.md @@ -42,13 +42,16 @@ Invoke with `/weekly` or ask Claude to help with your weekly review. - Identify wins and challenges - Capture lessons learned -### Step 2: Goal Alignment (10 minutes) +### Step 2: Goal Alignment + Project Rollup (10 minutes) - Check monthly goal progress - Adjust weekly priorities - Ensure alignment with yearly goals +- Auto-scan `Projects/*/CLAUDE.md` for current status +- Compile project progress table for the review note ### Step 3: Planning (10 minutes) - Set ONE big thing for the week +- Include project next-actions when planning week - Schedule important tasks - Block time for deep work @@ -106,6 +109,12 @@ The skill guides you through: ### This Week's Contribution - [Task] -> [[Goal]] +## Project Progress +| Project | Phase | Progress | Next Action | +|---------|-------|----------|-------------| +| [[ProjectA]] | Active | 60% | [Next step] | +| [[ProjectB]] | Planning | 10% | [Next step] | + ## Next Week Planning ### ONE Big Thing @@ -116,6 +125,10 @@ The skill guides you through: - [ ] - [ ] +### Project Next-Actions +- [ ] [ProjectA] - [specific next step] +- [ ] [ProjectB] - [specific next step] + ### Time Blocks - Monday: - Tuesday: @@ -202,11 +215,48 @@ Mark each task `in_progress` when starting, `completed` when done using TaskUpda Task tools are session-scoped and don't persist between Claude sessionsβ€”your actual weekly review content is saved in the review note. +## Agent Team Workflow (Optional) + +For a faster, more thorough weekly review, use agent teams to parallelize the collection phase: + +``` +Team Lead (coordinator) +β”œβ”€β”€ collector agent β€” Read all daily notes, extract wins/challenges/tasks +β”œβ”€β”€ goal-analyzer agent β€” Read goal files, calculate progress, find gaps +└── project-scanner agent β€” Scan Projects/*/CLAUDE.md, get status updates +``` + +### How to Use +When invoking `/weekly`, you can request the team-based approach: +``` +/weekly +"Use the team approach for a thorough review" +``` + +The team lead: +1. Spawns three agents to work in parallel +2. Collector reads daily notes and extracts highlights +3. Goal-analyzer reads all goal files and calculates progress +4. Project-scanner reads all project CLAUDE.md files for status +5. Team lead synthesizes findings into the weekly review note + +This makes the review faster (parallel collection) and more thorough (dedicated analysis per area). + +### Vault Health Check (Ad-hoc) + +The weekly review can optionally include a vault health check using multiple agents: +- **note-organizer**: Scan for broken links, orphan notes +- **goal-aligner**: Check daily-to-goal alignment +- **inbox-processor**: Check for unprocessed items + +Request with: "Include a vault health check in my weekly review" + ## Integration Works with: - `/daily` - Reviews daily notes from the week +- `/monthly` - Weekly reviews feed monthly rollup +- `/project` - Project status in review - `/push` - Commit after completing review - `/onboard` - Load context for informed review - Goal tracking skill - Progress calculations -- `/daily` skill - Plan next week's routines diff --git a/vault-template/CLAUDE.md b/vault-template/CLAUDE.md index 8efb39f..75f8dbd 100644 --- a/vault-template/CLAUDE.md +++ b/vault-template/CLAUDE.md @@ -34,9 +34,11 @@ Skills are invoked with `/skill-name` or automatically by Claude when relevant. |-------|------------|---------| | `daily` | `/daily` | Create daily notes, morning/midday/evening routines | | `weekly` | `/weekly` | Run weekly review, reflect and plan | +| `monthly` | `/monthly` | Monthly review, quarterly milestone check, next month planning | +| `project` | `/project` | Create, track, and archive projects linked to goals | | `push` | `/push` | Commit and push changes to Git | | `onboard` | `/onboard` | Load full vault context | -| `goal-tracking` | (auto) | Track progress across goal cascade | +| `goal-tracking` | (auto) | Track progress across goal cascade with project awareness | | `obsidian-vault-ops` | (auto) | Read/write vault files, manage wiki-links | ### Progress Visibility @@ -68,24 +70,42 @@ Session tasks are temporary progress indicatorsβ€”your actual to-do items remain - Asks powerful questions for clarity - Connects daily work to mission +## The Cascade + +The full goals-to-tasks flow: + +``` +3-Year Vision β†’ Yearly Goals β†’ Projects β†’ Monthly Goals β†’ Weekly Review β†’ Daily Tasks + /goal-tracking /project /project /monthly /weekly /daily +``` + ## Daily Workflow ### Morning (5 min) 1. Run `/daily` to create today's note -2. Identify ONE main focus -3. Review yesterday's incomplete tasks -4. Set time blocks +2. Review cascade context (ONE Big Thing, project next-actions) +3. Identify ONE main focus +4. Review yesterday's incomplete tasks +5. Set time blocks ### Evening (5 min) 1. Complete reflection section -2. Move unfinished tasks -3. Run `/push` to save changes +2. Review goal/project attention summary +3. Move unfinished tasks +4. Run `/push` to save changes ### Weekly (30 min - Sunday) 1. Run `/weekly` for guided review -2. Calculate goal progress -3. Plan next week's focus -4. Archive old notes +2. Review project progress table +3. Calculate goal progress +4. Plan next week's focus +5. Archive old notes + +### Monthly (30 min - End of month) +1. Run `/monthly` for guided review +2. Roll up weekly wins/challenges +3. Check quarterly milestones +4. Plan next month's focus ## Best Practices @@ -102,8 +122,8 @@ See `CLAUDE.local.md.template` for format. --- *See @.claude/rules/ for detailed conventions* -*Last Updated: 2026-01-10* -*System Version: 2.1 (Unified Skills)* +*Last Updated: 2026-02-15* +*System Version: 3.0 (The Cascade)*