vault-journal-planner

Manage periodic notes — daily/weekly/monthly/yearly journaling, planning, and reviews with the vault's period-note templates. Use when the user says "open today's note", "plan my month", "yearly revie

SKILL.md

GitHub

Journal & Planner

Comprehensive skill for all time-based notes: daily, weekly, monthly, yearly.

File Locations

Type Path Pattern Template Naming
Daily 50_Journal/YYYY/YYYY-MM-DD.md template/daily.md 2026-01-05.md
Weekly 50_Journal/YYYY/YYYY-WNN.md (see note-templates.md) 2026-W02.md
Monthly 50_Journal/YYYY/YYYY-MM.md template/monthly.md 2026-01.md
Yearly 50_Journal/YYYY/YYYY.md (manual) 2026.md

Reference files (read on demand)

SKILL_DIR = {home}/.claude/skills/vault-journal-planner/. The harness loads only this file; read a sibling with the Read tool when you reach the step that needs it.

File Priority Read when
<SKILL_DIR>/note-templates.md Required Creating or filling any daily / weekly / monthly / yearly note
<SKILL_DIR>/task-system.md Required Any task syntax, query, or time-block work
<SKILL_DIR>/cli-reference.md Reference Driving Obsidian via obs.sh / task-manager.py

Hierarchy

YYYY.md (年度目标 + 季度重点)
  └── YYYY-MM.md (月度计划 + 生活领域)
        ├── YYYY-WNN.md (周计划 + 每日安排)
        │     └── YYYY-MM-DD.md (每日日志)
        └── Weekly Reviews 区块 (链接到周笔记)

Daily Notes

Structure template: see note-templates.md → Daily Notes.

Quick Journal Entry

User says: "journal today" / "I did X, Y, Z"

Workflow:

  1. Create/open 50_Journal/YYYY/YYYY-MM-DD.md
  2. Fill Journal section with activities
  3. Link people: [[@Person]] + (platform)
  4. Infer Three Successful Things
  5. Add Reflection if appropriate

Activity Formatting

Type Format
General - Went to library
Person - Talked with [[@Person]] (phone/WeChat/IG)
Place - Went to [[Place Name]]
Creative - Produced songs
Blocker - Blocker: description

Weekly Notes

Structure template: see note-templates.md → Weekly Notes.

Weekly Planning

User says: "plan next week" / "周计划"

Workflow:

  1. Determine week number (W01, W02, etc.)
  2. Create 50_Journal/YYYY/YYYY-WNN.md
  3. Fill Schedule table with:
    • Fixed events (运动、会议)
    • Key tasks by day
    • Links to daily notes and places
  4. Set Focus section with week theme and key tasks
  5. Link from monthly note's Weekly Reviews section

Weekly Review

User says: "weekly review" / "这周怎么样"

Workflow:

  1. Open current week's note
  2. Check Schedule - what was done vs planned
  3. Fill Review section:
    • 完成: List completed items
    • 未完成: List incomplete items
    • 下周改进: Lessons learned
  4. Update monthly note's Hours Log if applicable

Monthly Notes

Structure template: see note-templates.md → Monthly Notes.

Monthly Planning

User says: "plan this month" / "月度计划"

Workflow:

  1. Open/create monthly note
  2. Review yearly goals for context
  3. Set month theme
  4. Update life area sections with goals
  5. Add key tasks with due dates

Monthly Review

User says: "monthly review"

Workflow:

  1. Review all weekly notes from that month
  2. Summarize by life area
  3. Score each area (完成度)
  4. Update Hours Log totals
  5. Note progress toward yearly goals

Yearly Notes

Structure template: see note-templates.md → Yearly Notes.


Quick Commands

User Says Claude Does
"journal today" Create/update daily note
"plan next week" Create weekly note with schedule
"weekly review" Summarize and review the week
"plan this month" Create/update monthly note
"monthly review" Summarize month by life area
"year in review" Comprehensive yearly analysis
"what did I do on [date]" Read that daily note

Cross-Cutting Workflows

Add Event to Calendar

User says: "周一 5:30pm Zumba at Chatswood"

Workflow:

  1. Identify: day, time, activity, location
  2. Add to weekly note's Schedule table
  3. Create/link Place note if new location
  4. Add recurring pattern if applicable

Log Person Interaction

When person mentioned:

  1. Link: [[@Person]] + (platform)
  2. Consider updating last_contact in person note
  3. Add to daily note's Journal section

Navigate Time

User Says Action
"yesterday" Previous day's note
"last week" Previous week's note
"this week" Current week's note
"next week" Create/open next week's note

Entity Detection

When processing entries, detect and offer to create notes:

Entity Trigger Routes To
Person "talked to X" → note-factory → people-manager
Place "went to X" → note-factory
Book "reading X" → note-factory → media-library
Movie "watched X" → note-factory → media-library

Task Management System

Full reference — time-blocks vs tasks, architecture, locations, syntax, queries, and patterns: see task-system.md.


Events Integration

Events (重要多人事件) 与日记系统的联动:

方向 实现
Event → 日记 Event 模板自动链接到日期 [[YYYY-MM-DD]]
日记 → Events 日/周模板 Dataview 查询显示相关 Events
People → Events People 模板自动显示涉及该人的 Events

相关文件:

  • Event 模板: 30_Resources/Technology/template/@ for event.md
  • Events 存放: Timestamps/Events/
  • Events MOC: 20_Areas/_Events MOC.md

Obsidian CLI (Quick Journal Queries)

CLI snippets + fallbacks for driving Obsidian via obs.sh / task-manager.py: see cli-reference.md.

Integration

  • note-factory: Routes entity creation with pre-checks
  • people-manager: Update last_contact for interactions
  • media-library: Book/movie note templates
  • Project Trackers: 189-Visa-Tracker, Job-Search-Tracker for detailed tracking
  • Events: 重要多人事件自动显示在日/周记和相关人物笔记

Verify after writing

After writing or updating a periodic note: re-read it to confirm the frontmatter is intact and the expected sections exist. If you added [[wikilinks]] to people/projects, run the vault's generate-link-index.py --broken and fix any broken link you introduced. Never overwrite a user-written section — append.