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2026-06-07 01:18:02 -05:00
parent 7e181cafc6
commit e3e40af149
27 changed files with 819 additions and 38 deletions
@@ -203,5 +203,6 @@ Only on explicit operator request. Deletion is destructive.
| Concept / reference note | `resources/concepts/` or `resources/references/` | PUT |
| Daily activity / Agent Log | `journal/daily/YYYY-MM-DD.md` | POST / PATCH |
| Periodic review | `reviews/{weekly,monthly,quarterly,annual}/` | PUT |
| Bootstrap marker (plugin-owned) | `_agent/echo-vault.md` (`schema_version`, bootstrap date) — the "is this vault set up?" probe | GET / PUT |
**Slug rules:** kebab-case, ASCII, ~40 chars max. Every file carries canonical frontmatter (see `vault-layout.md`).
@@ -1,37 +1,121 @@
# Bootstrap Procedure
# Bootstrap & Repair
The ECHO vault ships its **own** `BOOTSTRAP.md` at the vault root — that file is the canonical preflight/repair manifest. This plugin defers to it rather than duplicating the logic.
The **plugin is the single source of truth** for ECHO's structure. Everything needed to stand up a vault ships in this skill under `scaffold/` there is no dependency on any in-vault control doc and no external/local re-seed path. This makes the vault portable: point the REST API at any empty Obsidian vault, run this procedure, and it becomes a working ECHO vault.
## Normal case — vault already bootstrapped
The vault holds **data only**. It carries no `CLAUDE.md` / `BOOTSTRAP.md` / `STRUCTURE.md` / `index.md`. The "is this vault set up?" signal is a small marker file, `_agent/echo-vault.md`.
ECHO was bootstrapped on 2026-06-05, so this is the expected path. At session start, read the in-vault manifest:
```bash
curl -s \
-H "Authorization: Bearer 241265fbe6830934a9a4ad3e69335f64a42153b663aa5b0017cb1ea1217b2bab" \
"https://echoapi.alwisp.com/vault/BOOTSTRAP.md"
```
AUTH="Authorization: Bearer 241265fbe6830934a9a4ad3e69335f64a42153b663aa5b0017cb1ea1217b2bab"
BASE="https://echoapi.alwisp.com"
```
If it returns content (200), the vault is set up. Skim its preflight checklist, then read `CLAUDE.md` for the operating contract and proceed with the loading procedure in `SKILL.md`. The in-vault `BOOTSTRAP.md` describes how to repair any missing folders/files; follow it if something is absent. **Never overwrite an existing file** during repair — generate only what is missing.
---
## Fresh-vault case — BOOTSTRAP.md returns 404
## Probe — is the vault bootstrapped?
This would mean the REST API is pointed at an empty or wrong vault. Confirm with Jason once:
At session start, GET the marker:
> "The ECHO vault looks empty — there's no `BOOTSTRAP.md`. That's unexpected (it was bootstrapped 2026-06-05). Is the REST API pointed at the right vault, or should I re-seed the scaffold?"
```bash
curl -s -o /dev/null -w "%{http_code}" -H "$AUTH" "$BASE/vault/_agent/echo-vault.md"
```
If a re-seed is wanted, create the minimum viable seed with `PUT` (the API creates intermediate directories automatically), then let the vault's own structure grow from there:
- **200** → bootstrapped. Read the marker's `schema_version`; if it is **less than** the plugin's current schema (1), run a migration pass (see *Migrations* below), otherwise proceed straight to the loading procedure in `SKILL.md`.
- **404** → empty/unconfigured vault. Run **Fresh bootstrap** below. (If you expected an existing vault, confirm with the operator once that the REST API is pointed at the right vault before seeding.)
1. `CLAUDE.md` — operating contract and session protocol
2. `BOOTSTRAP.md` — preflight/repair manifest
3. `STRUCTURE.md` — layout, taxonomy, frontmatter standard
4. `index.md` — navigation hub
5. `_agent/memory/semantic/operator-preferences.md` — operator profile (no fabricated facts)
6. `_agent/context/current-context.md` — empty context bundle
7. `inbox/captures/inbox.md` — capture file
---
Prefer copying the full prepared scaffold over reconstructing it by hand — the canonical scaffold lives in `F:\CODING\echo\.references\goldbrain-obsidian\` (adapt operator references to Jason).
## Fresh bootstrap (empty vault)
## After bootstrap
Idempotent and additive. **Never overwrite an existing file** — GET-probe each path and skip any that already returns `200`. The marker is written **last**, so the vault is only flagged "set up" after every piece is in place.
Tell Jason briefly what was created, append a line to the daily note's **Agent Log**, and write a session log in `_agent/sessions/`. Do not over-explain — he can browse the vault.
Throughout, `{{DATE}}` means today's date (`YYYY-MM-DD`), resolved from the conversation's `currentDate`. Substitute it before PUTting any scaffold file or anchor seed.
### 1. Folder tree
The REST API auto-creates parent directories on PUT, so creating the tree = seeding a file into each leaf. Obsidian and git both ignore empty dirs, so drop a one-line `README.md` into any leaf that wouldn't otherwise receive a file. Required tree (leaves marked `→ README`):
```
inbox/captures inbox/imports inbox/processing-log
journal/daily journal/weekly journal/monthly journal/templates
projects/active projects/incubating projects/on-hold projects/archived
areas/business areas/personal areas/learning areas/systems
resources/concepts resources/references resources/people resources/meetings resources/source-material
decisions/by-date
reviews/weekly reviews/monthly reviews/quarterly reviews/annual
archive/notes archive/projects archive/imports
_agent/context _agent/memory/working _agent/memory/episodic _agent/memory/semantic
_agent/sessions _agent/templates _agent/heartbeat
_agent/skills/active _agent/skills/archived
_agent/outputs/briefs _agent/outputs/drafts _agent/outputs/summaries _agent/outputs/synthesis
```
> `decisions/by-project/` is intentionally **not** created — it is retired. A project-relevant decision is mirrored as a `[[wikilink]]` under that project's `## Key Decisions` heading instead.
A leaf README is just a one-liner, e.g.:
```bash
printf '# %s\n\nMemory vault folder. See the echo-memory plugin for conventions.\n' "captures" \
| curl -s -X PUT -H "$AUTH" -H "Content-Type: text/markdown" --data-binary @- \
"$BASE/vault/inbox/captures/README.md"
```
### 2. Templates
PUT every file under this skill's `scaffold/templates/` to its mirrored vault path. The tree mirrors 1:1:
| Scaffold file | Vault path |
|---|---|
| `scaffold/templates/_agent/templates/session-log-template.md` | `_agent/templates/session-log-template.md` |
| `scaffold/templates/_agent/templates/context-bundle-template.md` | `_agent/templates/context-bundle-template.md` |
| `scaffold/templates/_agent/templates/working-memory-template.md` | `_agent/templates/working-memory-template.md` |
| `scaffold/templates/_agent/templates/semantic-memory-template.md` | `_agent/templates/semantic-memory-template.md` |
| `scaffold/templates/journal/templates/daily-note-template.md` | `journal/templates/daily-note-template.md` |
| `scaffold/templates/journal/templates/weekly-review-template.md` | `journal/templates/weekly-review-template.md` |
| `scaffold/templates/projects/project-template.md` | `projects/project-template.md` |
| `scaffold/templates/decisions/decision-template.md` | `decisions/decision-template.md` |
Templates keep their Obsidian Templater tokens (`{{date:YYYY-MM-DD}}` etc.) verbatim — those are resolved by Templater / by the skill's daily-note routine, not at seed time.
```bash
curl -s -X PUT -H "$AUTH" -H "Content-Type: text/markdown" \
--data-binary @scaffold/templates/journal/templates/daily-note-template.md \
"$BASE/vault/journal/templates/daily-note-template.md"
```
### 3. Anchor seeds (only if absent — no fabricated facts)
Substitute `{{DATE}}` → today, then PUT each:
| Scaffold file | Vault path |
|---|---|
| `scaffold/anchors/operator-preferences.seed.md` | `_agent/memory/semantic/operator-preferences.md` |
| `scaffold/anchors/current-context.seed.md` | `_agent/context/current-context.md` |
| `scaffold/anchors/inbox.seed.md` | `inbox/captures/inbox.md` |
The operator-preferences seed is deliberately empty — **do not invent preferences.** Real facts accrue through use.
### 4. Vault README (human signpost)
Substitute `{{DATE}}` if present, then PUT `scaffold/README.vault.md``/vault/README.md`. This is the only human-facing control doc in the vault and is **not** read by the agent for routing.
### 5. Marker (write last)
Substitute `{{DATE}}`, then PUT `scaffold/echo-vault.md``/vault/_agent/echo-vault.md`. Once this returns `200`, the vault is bootstrapped.
### 6. First-run trace
Create today's daily note from `journal/templates/daily-note-template.md` (resolve the `{{date:…}}` tokens to today), append a one-line `## Agent Log` entry noting the bootstrap, and write a session log in `_agent/sessions/YYYY-MM-DD-HHMM-bootstrap.md`. Tell the operator briefly what was created.
---
## Repair (existing vault, something missing)
Run the same steps 15, but GET-probe each path first and **only create what is missing**. Never overwrite. If a file exists but looks malformed, flag it in the session log rather than replacing it. Repair is safe to run any time and is the right response if the loading procedure hits an unexpected `404` on a structural path.
---
## Migrations (`schema_version` mismatch)
When the marker's `schema_version` is older than the plugin's, apply the migration steps for each intervening version, then PATCH the marker's `schema_version` frontmatter to the new value.
- **0 → 1** (control-docs-in-plugin): the vault previously carried root control docs (`CLAUDE.md`, `BOOTSTRAP.md`, `STRUCTURE.md`, `index.md`). Back them up outside the vault, DELETE them, PUT the thin `scaffold/README.vault.md` over the old verbose `README.md`, write the `_agent/echo-vault.md` marker, and scrub now-dangling `[[CLAUDE]]`/`[[BOOTSTRAP]]`/`[[STRUCTURE]]`/`[[index]]` links from the `## Related` sections of `operator-preferences.md` and `current-context.md` (leave historical session logs alone). Confirm with the operator before deleting.
@@ -0,0 +1,36 @@
# ECHO — Operating Contract
The durable, client-independent contract for any agent operating against the ECHO vault. These principles and safety rules formerly lived in the vault's `CLAUDE.md`; they now live in the plugin so they survive regardless of what is (or isn't) in the vault. Day-to-day *procedure* — loading order, search-first, triage, scope switching, PATCH/append rules — is owned by `SKILL.md`. This file holds the things that don't change between sessions or clients.
## What this agent is
You are an agent operating against an Obsidian vault that functions as a shared, long-term memory substrate for human work, Claude Code / CoWork sessions, and future REST/MCP clients. Your role is to read context, synthesize across notes, produce structured outputs, update memory carefully, and leave durable traces in the vault rather than keeping important state only in the conversation. The vault is the **system of record**, not a scratchpad.
## Core principles
- Treat the vault as the system of record for long-term memory.
- Prefer Markdown, YAML frontmatter, wiki-links, and stable folder conventions over proprietary structures.
- Write notes so both humans and agents can understand them without hidden context.
- Preserve history instead of silently overwriting important decisions, summaries, or inferred preferences.
- Keep agent-managed content (`agent_written: true` + `source_notes`) clearly separated from human-authored content.
- Default to **additive updates, explicit status changes, and traceable summaries.**
- Optimize for portability: the same vault should work across Claude Code, CoWork, MCP-compatible tools, and REST API clients.
## Memory model (where things live)
- **Working** → `_agent/memory/working/` — transient, time-boxed.
- **Episodic** → `_agent/memory/episodic/` — what happened, when.
- **Semantic** → `_agent/memory/semantic/` — durable facts, patterns, preferences (`operator-preferences.md`).
- **Context bundles** → `_agent/context/` — task-focused reading lists and active state.
## Safety rules
- Do not fabricate facts, relationships, or prior decisions.
- Do not mass-restructure the vault unless explicitly asked.
- Do not delete notes unless deletion is explicitly requested and clearly safe.
- Do not store secrets or API keys inside the vault, and never write the API key into a vault note.
- Default to additive updates and explicit status changes over destructive edits.
## REST/API readiness
Assume clients may operate without filesystem access, through the Obsidian Local REST API. Keep paths predictable, frontmatter parseable, titles stable, and all state stored in notes rather than hidden conversation memory. Structure must stay portable: a fresh, empty vault is brought fully online by the plugin's bootstrap (`references/bootstrap.md`), so nothing essential should depend on files existing in the vault ahead of time.
@@ -1,15 +1,12 @@
# Vault Layout & Frontmatter Conventions
Mirrors the canonical conventions defined in the vault's own `STRUCTURE.md` and `BOOTSTRAP.md`. If those change, they are the source of truth.
**This document is canonical.** The ECHO vault holds data only — there are no `CLAUDE.md` / `STRUCTURE.md` / `BOOTSTRAP.md` / `index.md` control docs in it. Layout, taxonomy, and frontmatter conventions live here in the plugin; the bootstrap procedure (`references/bootstrap.md`) builds the tree below into any empty vault.
## Folder Map (root-addressed)
```
/vault/
├── CLAUDE.md ← operating contract + session protocol
├── STRUCTURE.md ← layout, taxonomy, frontmatter standard
├── BOOTSTRAP.md ← preflight/repair manifest (read first)
├── spinup.md index.md README.md
├── README.md ← thin human signpost (NOT read for routing)
├── inbox/
│ ├── captures/ ← quick captures (inbox.md), date-prefixed lines
│ ├── imports/ ← raw imported material
@@ -36,6 +33,7 @@ Mirrors the canonical conventions defined in the vault's own `STRUCTURE.md` and
├── reviews/ ← weekly / monthly / quarterly / annual
├── archive/ ← notes / projects / imports
└── _agent/
├── echo-vault.md ← bootstrap marker: schema_version + bootstrap date (plugin-owned; the "is this vault set up?" probe)
├── context/ ← current-context.md and task bundles
├── memory/
│ ├── working/ ← transient, time-boxed