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>
This commit is contained in:
Bill Allred
2026-02-15 19:32:34 +01:00
parent 31217feacb
commit bb7a9960ce
16 changed files with 652 additions and 34 deletions

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@@ -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
- **🔄 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`)
- **🪝 Hooks** - Auto-commit on save, session initialization
### AI-Powered (v3.0)
- **🔗 The Cascade** - End-to-end flow: 3-year vision → yearly goals → projects → monthly → weekly → daily tasks
- **📁 Project Management** - `/project` skill to create, track, and archive projects linked to goals
- **📆 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)
- **👥 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`)
- **🪝 Hooks** - Auto-commit on save, session initialization with priority surfacing
- **🤖 Custom Agents** - Note organizer, weekly reviewer, goal aligner, inbox processor
- **📏 Modular Rules** - Path-specific conventions for markdown, productivity, projects
- **🧠 Output Styles** - Productivity Coach for accountability
- **🎭 Output Styles** - Productivity Coach for accountability
- **📊 Status Line** - Vault stats in terminal (note count, inbox, uncommitted changes)
- **👁️ Progress Visibility** - See spinner updates during multi-step operations like morning routines
@@ -89,6 +94,8 @@ Your Vault/
│ ├── skills/ # Unified skills (invoke with /skill-name)
│ │ ├── daily/ # /daily - Create daily notes, routines
│ │ ├── weekly/ # /weekly - Weekly review process
│ │ ├── monthly/ # /monthly - Monthly review and planning (NEW)
│ │ ├── project/ # /project - Create and track projects (NEW)
│ │ ├── push/ # /push - Git commit and push
│ │ ├── onboard/ # /onboard - Load vault context
│ │ ├── 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).
## 🤖 Custom Agents (v2.0)
## 🔗 The Cascade
The complete goals-to-tasks flow — 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
## 🤖 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"
```
## 🔄 Upgrading from v1.x
## 🔄 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/