161 lines
7.3 KiB
Markdown
161 lines
7.3 KiB
Markdown
# Vault Layout & Frontmatter Conventions
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**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.
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## Folder Map (root-addressed)
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```
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/vault/
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├── README.md ← thin human signpost (NOT read for routing)
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├── inbox/
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│ ├── captures/ ← quick captures (inbox.md), date-prefixed lines
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│ ├── imports/ ← raw imported material
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│ └── processing-log/
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├── journal/
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│ ├── daily/ ← YYYY-MM-DD.md (has an "Agent Log" section)
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│ ├── weekly/ monthly/
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│ └── templates/
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├── projects/ ← lifecycle: incubating → active → on-hold/archived
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│ ├── active/ ← current work (status: active)
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│ ├── incubating/ ← idea captured, not yet started (status: incubating)
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│ ├── on-hold/ ← paused but kept (status: on-hold)
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│ ├── archived/ ← done / abandoned (status: archived)
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│ └── project-template.md
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├── areas/ ← business / personal / learning / systems
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├── resources/
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│ ├── concepts/ references/ meetings/ source-material/
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│ └── people/ ← <name>.md
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├── decisions/
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│ ├── by-date/ ← YYYY-MM-DD-<slug>.md (ADR-style) — the canonical home
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│ └── decision-template.md
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│ (decisions/by-project/ exists in the legacy scaffold but is not used —
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│ mirror an ADR into a project's `## Decisions` heading instead)
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├── reviews/ ← weekly / monthly / quarterly / annual
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├── archive/ ← notes / projects / imports
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└── _agent/
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├── echo-vault.md ← bootstrap marker: schema_version + bootstrap date (plugin-owned; the "is this vault set up?" probe)
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├── context/ ← current-context.md and task bundles
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├── memory/
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│ ├── working/ ← transient, time-boxed
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│ ├── episodic/ ← what happened, when
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│ └── semantic/ ← durable facts/patterns (operator-preferences.md)
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├── sessions/ ← YYYY-MM-DD-HHMM-<slug>.md
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├── templates/ ← canonical note templates
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├── outputs/ ← briefs / drafts / summaries / synthesis
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├── skills/ ← active / archived
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└── heartbeat/ ← single-line pointers (e.g. last-session.md → most-recent session log path)
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```
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**Heartbeat:** `_agent/heartbeat/last-session.md` is a one-line pointer file an agent MAY write at session end (`<session-log-path> @ <ISO-timestamp>`). Reading it at session start is cheaper than listing the sessions directory; use it as a hint, not a source of truth — fall back to the directory listing if it's missing or stale.
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**Slug rules:** kebab-case, ASCII only, truncate to ~40 chars.
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---
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## Canonical Frontmatter
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Every note starts with this block. Fill what applies; leave the rest empty rather than guessing.
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```yaml
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---
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type: # see Note Types below
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status: # active | draft | done | archived | complete
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created: # YYYY-MM-DD (or YYYY-MM-DDTHH:mm for sessions)
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updated: # YYYY-MM-DD
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tags: []
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agent_written: false
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source_notes: [] # plain relative paths as strings — NEVER [[wikilinks]]
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---
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```
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`agent_written: true` + a populated `source_notes` is the key signal separating
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agent-managed content from human-authored content. When appending with POST, do
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not rewrite frontmatter — the append goes after existing content. To change
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`updated:` or `status:`, use PATCH with `Target-Type: frontmatter`.
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**Frontmatter field semantics:**
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- `created:` is the **earliest known date** the entity was tracked in the vault — *not* "today". When merging notes (e.g. promoting an `on-hold/` project into `active/`), preserve the earliest `created:` from any merged source and only update `updated:`.
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- `source_notes` is a **backward link** — the note(s) that triggered or supplied content for this one (e.g. the session log a project update came from). Forward links go in the `## Related` body section, never here.
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- `status:` for a project MUST match its folder under `projects/` (`active`, `incubating`, `on-hold`, `archived`). Moving the file and updating `status:` are the same operation.
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> **No `[[wikilinks]]` in frontmatter.** YAML parses `[[...]]` as nested lists, so wiki
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> links there break and never render as clickable links in reading view. Put all
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> cross-references in a **`## Related`** section in the note **body** (bulleted `[[links]]`).
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> Frontmatter holds scalar/string metadata only; `source_notes` values are plain relative
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> paths, not links.
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## Note Types
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`daily-note`, `weekly-note`, `monthly-note`, `project`, `project-update`, `area`,
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`concept`, `reference`, `person`, `meeting`, `decision`, `review`, `session-log`,
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`working-memory`, `episodic-memory`, `semantic-memory`, `context-bundle`, `skill`,
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`draft`, `inbox-item`.
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---
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## File-Specific Conventions
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### operator-preferences.md (`_agent/memory/semantic/`)
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The profile analog. Canonical headings:
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- `## Operator` — who Jason is (one paragraph)
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- `## Fact / Pattern` — **promoted, deduped rules.** No date prefix. Timeless.
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- `## Observations` — **timestamped raw observations.** Date-prefixed lines (`- 2026-06-06: ...`). Default landing zone for new evidence.
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- `## Evidence` — citations/links supporting the rules
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- `## Recommendation or Implication` — how the rules should shape behavior
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- `## Review Notes` — confidence / last review date
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Append observed facts under `## Observations` by default. Promote to `## Fact / Pattern` (dropping the date) once a pattern stabilizes. "The operator" is Jason — he is both operator and architect of this vault.
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### projects/active/\<slug\>.md
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```markdown
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---
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type: project
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status: active
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created: 2026-06-05
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updated: 2026-06-05
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tags: []
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agent_written: false
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source_notes: []
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---
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# Project Name
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## Current status
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One paragraph, kept fresh via PATCH replace.
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## Decisions
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- [[YYYY-MM-DD-decision-slug]] — one-line summary
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## Open threads
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- [ ] unresolved thing
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## Log
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- 2026-06-05: observation or update
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## Related
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- [[areas/business/business-ops]]
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```
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### sessions/YYYY-MM-DD-HHMM-\<slug\>.md
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See `session-log-template.md`. ECHO uses an **HHMM time component** in the filename — this is **canonical, not optional**. The four-digit local-time component makes filenames lex-sort in true chronological order, which the loading procedure relies on. Older session logs without HHMM exist; leave them alone, but every new one must use the full `YYYY-MM-DD-HHMM-<slug>.md` form.
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### decisions/by-date/YYYY-MM-DD-\<slug\>.md
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ADR-style: Context → Decision → Consequences. If the decision belongs to an existing project, PATCH-append the wikilink into that project's `## Decisions` heading. Don't use `decisions/by-project/` — it's legacy scaffolding that's intentionally left empty.
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### people/\<name\>.md
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`type: person`. Use lowercase kebab-case for the slug (e.g. `jason-stedwell.md`).
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---
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## Cross-References
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Use Obsidian wiki links freely: `[[note-name]]` or `[[folder/note]]`. The REST API
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doesn't resolve them, but Obsidian does when the operator browses the vault.
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