v3.0: The Cascade — end-to-end goals-to-tasks flow
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) — bridge between goals and daily tasks - /monthly — 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 <noreply@anthropic.com>
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README.md
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README.md
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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.
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**v2.1** - Unified skills pattern (skills and slash commands merged), hooks, agents, and rules.
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**v3.0** - The Cascade: end-to-end goals-to-tasks flow with `/project` and `/monthly` skills, agent memory, and agent teams.
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## ✨ Features
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- **🔄 Version Controlled** - Never lose a thought with automatic Git backups
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- **🎨 Fully Customizable** - Adapt templates and structure to your needs
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### AI-Powered (v2.1)
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- **⚡ Unified Skills** - Skills and slash commands merged (`/daily`, `/weekly`, `/push`, `/onboard`)
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- **🪝 Hooks** - Auto-commit on save, session initialization
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### AI-Powered (v3.0)
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- **🔗 The Cascade** - End-to-end flow: 3-year vision → yearly goals → projects → monthly → weekly → daily tasks
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- **📁 Project Management** - `/project` skill to create, track, and archive projects linked to goals
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- **📆 Monthly Reviews** - `/monthly` skill rolls up weekly reviews, checks quarterly milestones
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- **🧠 Agent Memory** - Agents learn your vault patterns across sessions (goal-aligner remembers misalignment patterns, weekly-reviewer learns your reflection style)
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- **👥 Agent Teams** - Parallel weekly reviews with collector, goal-analyzer, and project-scanner agents
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- **⚡ Unified Skills** - Skills and slash commands merged (`/daily`, `/weekly`, `/monthly`, `/project`, `/push`, `/onboard`)
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- **🪝 Hooks** - Auto-commit on save, session initialization with priority surfacing
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- **🤖 Custom Agents** - Note organizer, weekly reviewer, goal aligner, inbox processor
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- **📏 Modular Rules** - Path-specific conventions for markdown, productivity, projects
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- **🧠 Output Styles** - Productivity Coach for accountability
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- **🎭 Output Styles** - Productivity Coach for accountability
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- **📊 Status Line** - Vault stats in terminal (note count, inbox, uncommitted changes)
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- **👁️ Progress Visibility** - See spinner updates during multi-step operations like morning routines
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│ ├── skills/ # Unified skills (invoke with /skill-name)
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│ │ ├── daily/ # /daily - Create daily notes, routines
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│ │ ├── weekly/ # /weekly - Weekly review process
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│ │ ├── monthly/ # /monthly - Monthly review and planning (NEW)
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│ │ ├── project/ # /project - Create and track projects (NEW)
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│ │ ├── push/ # /push - Git commit and push
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│ │ ├── onboard/ # /onboard - Load vault context
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│ │ ├── goal-tracking/ # Auto: Track goal progress
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Learn more about [customizing output styles](docs/CUSTOMIZATION.md#output-styles).
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## 🤖 Custom Agents (v2.0)
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## 🔗 The Cascade
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The complete goals-to-tasks flow — the #1 requested feature:
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```
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3-Year Vision ──→ Yearly Goals ──→ Projects ──→ Monthly Goals ──→ Weekly Review ──→ Daily Tasks
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↑
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/project new
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(the bridge layer)
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```
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Every layer connects:
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- **`/project new`** creates a project linked to a yearly goal
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- **`/daily`** morning routine surfaces your ONE Big Thing + project next-actions
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- **`/weekly`** review includes a project progress table
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- **`/monthly`** review rolls up weekly reviews and checks quarterly milestones
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- **`/goal-tracking`** includes project completion % in goal progress calculations
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## 🤖 Custom Agents (v3.0)
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Ask Claude to use specialized agents for common PKM tasks:
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@@ -148,12 +173,39 @@ claude "Use the goal-aligner agent to analyze my recent activity"
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claude "Use the inbox-processor agent to clear my inbox"
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```
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## 🔄 Upgrading from v1.x
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## 🔄 Upgrading
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If you have an existing vault from v1.x:
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### From v2.1 to v3.0
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```bash
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# 1. Copy new directories to your vault
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# 1. Copy new skill directories
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cp -r vault-template/.claude/skills/project your-vault/.claude/skills/
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cp -r vault-template/.claude/skills/monthly your-vault/.claude/skills/
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# 2. Update existing files (review diff first)
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cp vault-template/.claude/settings.json your-vault/.claude/
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cp vault-template/.claude/hooks/session-init.sh your-vault/.claude/hooks/
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# 3. Update agents (adds memory: project)
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cp vault-template/.claude/agents/*.md your-vault/.claude/agents/
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# 4. Update existing skills (adds cascade features)
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cp -r vault-template/.claude/skills/daily your-vault/.claude/skills/
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cp -r vault-template/.claude/skills/weekly your-vault/.claude/skills/
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cp -r vault-template/.claude/skills/goal-tracking your-vault/.claude/skills/
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cp -r vault-template/.claude/skills/onboard your-vault/.claude/skills/
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# 5. Review and merge CLAUDE.md changes
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# Add /project and /monthly to your skills table, bump version
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# 6. Make scripts executable
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chmod +x your-vault/.claude/hooks/*.sh
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```
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### From v1.x to v3.0
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```bash
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# 1. Copy all new directories to your vault
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cp -r vault-template/.claude-plugin your-vault/
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cp -r vault-template/.claude/agents your-vault/.claude/
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cp -r vault-template/.claude/skills your-vault/.claude/
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