update to 0.7.1 and migration

This commit is contained in:
Jason Stedwell
2026-06-19 23:03:06 -05:00
parent 8bf9871dbe
commit aa00243987
60 changed files with 2026 additions and 576 deletions
@@ -1,22 +1,22 @@
# 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 goldbrain 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
│ └── processing-log/
├── journal/
├── journal/ ← one append-only time-series stream; rollups are coarser journal entries, NOT a separate reviews/ tree
│ ├── daily/ ← YYYY-MM-DD.md (has an "Agent Log" section)
│ ├── weekly/ monthly/
│ ├── weekly/ ← YYYY-Www.md (ISO week, opt-in rollup)
│ ├── monthly/ ← YYYY-MM.md (monthly rollup)
│ ├── quarterly/ ← YYYY-Qn.md (manual / on request)
│ ├── annual/ ← YYYY.md (manual / on request)
│ └── templates/
├── projects/ ← lifecycle: incubating → active → on-hold/archived
│ ├── active/ ← current work (status: active)
@@ -26,27 +26,31 @@ Mirrors the canonical conventions defined in the vault's own `STRUCTURE.md` and
│ └── project-template.md
├── areas/ ← business / personal / learning / systems
├── resources/
│ ├── concepts/ references/ meetings/ source-material/
│ ├── companies/ ← <slug>.md — organizations (clients, vendors, partners, employers)
│ ├── concepts/ references/ meetings/
│ └── people/ ← <name>.md
├── decisions/
│ ├── by-date/ ← YYYY-MM-DD-<slug>.md (ADR-style)
│ ├── by-project/ ← mirror by project
│ ├── by-date/ ← YYYY-MM-DD-<slug>.md (ADR-style) — the canonical home
│ └── decision-template.md
├── reviews/ ← weekly / monthly / quarterly / annual
├── archive/ ← notes / projects / imports
│ (decisions/by-project/ is retired and not created —
│ mirror an ADR into a project's `## Key Decisions` heading instead)
│ (reviews/ is retired — journal rollups live under journal/; vault-health audits under _agent/health/)
└── _agent/
├── goldbrain-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
│ ├── episodic/ ← what happened, when
│ └── semantic/ ← durable facts/patterns (operator-preferences.md)
├── sessions/ ← YYYY-MM-DD-HHMM-<slug>.md
├── health/ ← YYYY-MM-vault-health.md (monthly self-maintenance audit; NOT a journal entry)
├── templates/ ← canonical note templates
├── outputs/ ← briefs / drafts / summaries / synthesis
├── skills/ ← active / archived
└── heartbeat/
└── heartbeat/ ← single-line pointers (e.g. last-session.md → most-recent session log path)
```
**Heartbeat:** `_agent/heartbeat/last-session.md` is a one-line pointer (`<session-log-path> @ <ISO-timestamp>`) the **session-logging procedure writes (PUT, overwrite) at session end** and the **loading procedure reads first (Step 4)** as an O(1) shortcut to the latest session log. It is a hint, not a source of truth — fall back to the `sessions/` directory listing if it's missing or stale. Because it's PUT-overwritten, it never grows or duplicates.
**Slug rules:** kebab-case, ASCII only, truncate to ~40 chars.
---
@@ -72,6 +76,12 @@ agent-managed content from human-authored content. When appending with POST, do
not rewrite frontmatter — the append goes after existing content. To change
`updated:` or `status:`, use PATCH with `Target-Type: frontmatter`.
**Frontmatter field semantics:**
- `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:`.
- `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.
- `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.
> **No `[[wikilinks]]` in frontmatter.** YAML parses `[[...]]` as nested lists, so wiki
> links there break and never render as clickable links in reading view. Put all
> cross-references in a **`## Related`** section in the note **body** (bulleted `[[links]]`).
@@ -81,7 +91,7 @@ not rewrite frontmatter — the append goes after existing content. To change
## Note Types
`daily-note`, `weekly-note`, `monthly-note`, `project`, `project-update`, `area`,
`concept`, `reference`, `person`, `meeting`, `decision`, `review`, `session-log`,
`concept`, `reference`, `person`, `company`, `meeting`, `decision`, `review`, `session-log`,
`working-memory`, `episodic-memory`, `semantic-memory`, `context-bundle`, `skill`,
`draft`, `inbox-item`.
@@ -95,58 +105,72 @@ The profile analog. Canonical headings:
- `## Operator` — who Bryan is (one paragraph)
- `## Fact / Pattern`**promoted, deduped rules.** No date prefix. Timeless.
- `## Observations`**timestamped raw observations.** Date-prefixed lines (`- 2026-06-07: ...`). Default landing zone for new evidence.
- `## Observations`**timestamped raw observations.** Date-prefixed lines (`- 2026-06-06: ...`). Default landing zone for new evidence.
- `## Evidence` — citations/links supporting the rules
- `## Recommendation or Implication` — how the rules should shape behavior
- `## Review Notes` — confidence / last review date
Append observed facts under `## Observations` by default. Promote to `## Fact / Pattern` (dropping the date) once a pattern stabilizes. "The operator" is Bryan; do not attribute Jason's design preferences to Bryan without evidence — Jason's preferences live in the ECHO vault.
Append observed facts under `## Observations` by default. Promote to `## Fact / Pattern` (dropping the date) once a pattern stabilizes. "The operator" is Bryan Gilliom (CEO, Message Point Media); Jason Stedwell is the vault's architect, not its day-to-day operator.
### projects/active/\<slug\>.md
Mirrors `scaffold/templates/projects/project-template.md` — keep this block in sync with that template.
```markdown
---
type: project
status: active
created: 2026-06-07
updated: 2026-06-07
tags: []
created: {{date:YYYY-MM-DD}}
updated: {{date:YYYY-MM-DD}}
tags: [project]
agent_written: false
source_notes: []
owner:
review_cycle: weekly
---
# Project Name
## Current status
One paragraph, kept fresh via PATCH replace.
## Purpose
## Decisions
- [[YYYY-MM-DD-decision-slug]] — one-line summary
## Status
One paragraph, kept fresh via PATCH replace (target `Project Name::Status`).
## Open threads
## Goals
## Current Context
## Open Loops
- [ ] unresolved thing
## Log
- 2026-06-07: observation or update
## Key Decisions
- [[YYYY-MM-DD-decision-slug]] — one-line summary (ADR mirror target)
## Related Notes
## Session History
- 2026-06-05: observation or update
## Related
- [[areas/business/business-ops]]
```
**Lifecycle / status agreement:** a project's folder under `projects/` (`active`, `incubating`, `on-hold`, `archived`) and its `status:` frontmatter MUST match — moving the file and updating `status:` are the same operation. A note in `projects/active/` with `status: on-hold` is broken state; fix it when you see it. Keep heading text ASCII (plain hyphens, no em dashes/parentheses) so headings stay PATCH-targetable.
### sessions/YYYY-MM-DD-HHMM-\<slug\>.md
See `session-log-template.md`. goldbrain 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 may exist; leave them alone, but every new one must use the full `YYYY-MM-DD-HHMM-<slug>.md` form.
See `session-log-template.md`. goldbrain 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.
### decisions/by-date/YYYY-MM-DD-\<slug\>.md
ADR-style: Context → Decision → Consequences. Mirror a project-relevant ADR as a `[[wikilink]]` under that project's `## Decisions` heading, and optionally into `by-project/` per the vault's `STRUCTURE.md`. The by-date ADR is always the canonical record.
ADR-style: Context → Decision → Consequences. If the decision belongs to an existing project, PATCH-append the wikilink into that project's `## Key Decisions` heading. Don't use `decisions/by-project/` — it's legacy scaffolding that's intentionally left empty.
### people/\<name\>.md
`type: person`. Use lowercase kebab-case for the slug (e.g. `bryan-gilliom.md`).
### companies/\<slug\>.md
`type: company`. An organization Bryan works with — client, vendor, partner, or employer (e.g. `gillig.md`, `mpm.md`). Distinct from `people/` (individuals, who *belong to* companies) and `references/` (external sources). Lowercase kebab-case slug.
---
## Cross-References