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2 changes: 1 addition & 1 deletion .github/workflows/ci.yml
Original file line number Diff line number Diff line change
Expand Up @@ -52,7 +52,7 @@ jobs:
- name: Check for accidentally committed secrets
run: |
# Basic check for common secret patterns
if grep -rE "(ANTHROPIC_API_KEY|sk-ant-|sk-proj-|ghp_|gho_)" \
if grep -rE "(sk-ant-[A-Za-z0-9_-]{16,}|sk-proj-[A-Za-z0-9_-]{16,}|ghp_[A-Za-z0-9]{20,}|gho_[A-Za-z0-9]{20,})" \
--include="*.md" --include="*.json" --include="*.sh" \
--exclude-dir=".git" . 2>/dev/null | grep -v "example\|placeholder\|YOUR_KEY"; then
echo "Potential secret found in committed files. Review above matches."
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10 changes: 10 additions & 0 deletions 00-inbox/CONVENTION.md
Original file line number Diff line number Diff line change
@@ -1,3 +1,13 @@
---
type: system
subtype: convention
folder: 00-inbox
created: 2026-05-29
modified: 2026-06-06
status: active
tags: [convention, systems, ckis]
---

# 00-inbox — Capture Zone

**Purpose:** Everything enters the vault here first. Never organize in the moment — capture now, process later.
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46 changes: 46 additions & 0 deletions 00-systems/_convention.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,46 @@
---
type: system
subtype: convention
folder: 00-systems
created: 2026-05-24
modified: 2026-06-06
status: active
tags: [convention, systems, ckis]
related:
- "[[00-systems/ckis/02-obsidian-vault-architecture]]"
canonical: true
---

# Convention — 00-systems/

## Purpose
Vault infrastructure — the systems that make the Second Brain function. This is not knowledge content; it is the architecture and operational protocols of CKIS. Only [OWNER] and their agents need to read this; it is not oriented toward day-to-day consultable content.

## Internal Structure

```
00-systems/
├── ckis/ → CKIS architecture: rules, templates, protocols, memory
├── workflows/ → Reusable CKIS workflows (with _index.md)
├── tools/ → Reusable tools: prompts, scripts, configs
└── sops/ → SOPs: executable, repeatable procedures (_index.md + _convention.md)
```

## What Goes Here
- System architecture and rules files (CKIS)
- Reusable operational workflows
- Support tools (production prompts, maintenance scripts)
- Cross-cutting SOPs — executable, repeatable procedures that span multiple projects or govern CKIS itself

## What Does NOT Go Here
- Knowledge notes → `03-knowledge/`
- Active projects → `02-projects/`
- Agent skills → `~/.claude/skills/` (outside the vault) or `.claude/ckis-skills/` (vault-local)

## Modification Rule
Files in `00-systems/ckis/` are high-consequence — read the CHANGELOG before editing. For non-trivial changes, make a backup in `.claude/backups/` and log the change in `00-systems/ckis/CHANGELOG.md`.

## Related Folders
- [[00-systems/ckis/_CONVENTION]] — CKIS folder convention
- [[00-systems/tools/_convention]] — reusable tools
- [[00-systems/workflows/_index.md]] — workflows index (companion _convention at root folder)
3 changes: 2 additions & 1 deletion 00-systems/ckis/00-ckis-master-context.md
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
type: system
created: 2026-05-02
modified: 2026-05-04
modified: 2026-06-06
tags: [ckis, system, master-context]
status: active
related: ["[[01-ckis-user-profile-and-operating-context]]", "[[02-obsidian-vault-architecture]]"]
Expand Down Expand Up @@ -123,6 +123,7 @@ The CKIS vault is the **canonical source of truth** for strategic knowledge. Eve
- **Decision mode** — decision logs (see `06-decision-execution-and-review-protocol.md`).
- **Review mode** — daily brief, weekly review, monthly consolidation.
- **Maintenance mode** — `sync overviews`, archive, template updates (see `13-maintenance-and-update-protocol.md`).
- **SOP mode** — capture executable, repeatable procedures as first-class `type: sop` SOPs under `00-systems/sops/` (cross-cutting) or a project's `processes/` (project-specific). Registry: [[00-systems/sops/_index]]; convention: [[00-systems/sops/_convention]].

## 8. Confirmed Facts

Expand Down
14 changes: 8 additions & 6 deletions 00-systems/ckis/02-obsidian-vault-architecture.md
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
type: system
created: 2026-05-02
modified: 2026-05-13
modified: 2026-06-06
tags: [ckis, vault, architecture]
status: active
related: ["[[00-ckis-master-context]]", "[[07-projects-areas-resources-archives-map]]", "[[08-note-templates-and-frontmatter]]"]
Expand Down Expand Up @@ -74,10 +74,11 @@ related: ["[[00-ckis-master-context]]", "[[07-projects-areas-resources-archives-
│ └── client-note.md
├── 09-archive/ # Completed or inactive
├── 00-system/ # CKIS system files (this folder)
│ └── CKIS/
│ ├── 00-ckis-master-context.md
│ ├── 01-ckis-user-profile-and-operating-context.md
│ └── ...
│ ├── CKIS/
│ │ ├── 00-ckis-master-context.md
│ │ ├── 01-ckis-user-profile-and-operating-context.md
│ │ └── ...
│ └── sops/ # SOPs — executable, repeatable procedures (_index.md + _convention.md)
├── .claude/
│ ├── CLAUDE.md # Master instructions + command shortcuts
│ ├── ckis-skills/ # Vault-specific CKIS workflow skills (25 skills)
Expand Down Expand Up @@ -120,7 +121,7 @@ Every note has YAML frontmatter:

```yaml
---
type: [permanent-note | literature-note | project | daily | resource | capture | area | goal | person | system]
type: [permanent-note | literature-note | project | daily | resource | capture | area | goal | person | system | sop]
created: YYYY-MM-DD
modified: YYYY-MM-DD
tags: []
Expand Down Expand Up @@ -164,6 +165,7 @@ Notes:
| `goal` | `06-goals/` | Annual / monthly / weekly goal notes |
| `person` | `07-people/<sub>/` | Relationship notes |
| `system` | `00-system/ckis/` | CKIS architecture and operating rules |
| `sop` | `00-systems/sops/` or `<project>/processes/` | Executable, repeatable step-by-step procedure (SOP) |

## 9. Dashboards & Indexes

Expand Down
39 changes: 36 additions & 3 deletions 00-systems/ckis/08-note-templates-and-frontmatter.md
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
type: system
created: 2026-05-02
modified: 2026-05-28
modified: 2026-06-06
tags: [ckis, templates, frontmatter]
status: active
related: ["[[02-obsidian-vault-architecture]]", "[[04-claude-code-obsidian-agent]]"]
Expand All @@ -17,7 +17,7 @@ related: ["[[02-obsidian-vault-architecture]]", "[[04-claude-code-obsidian-agent

```yaml
---
type: [permanent-note | literature-note | project | archive-note | daily | resource | capture | area | goal | person | system]
type: [permanent-note | literature-note | project | archive-note | daily | resource | capture | area | goal | person | system | sop]
created: YYYY-MM-DD
modified: YYYY-MM-DD
tags: []
Expand All @@ -29,7 +29,7 @@ related: []

Field rules:

- `type` — required; one of the enum.
- `type` — required; one of the enum. `sop` for Standard Operating Procedures (see §14).
- `created` — required; never overwrite.
- `modified` — required; should equal the latest git commit date (`git log` is authoritative, not filesystem `mtime`).
- `tags` — kebab-case strings without leading `#`.
Expand Down Expand Up @@ -367,3 +367,36 @@ related: []
```

Used for files in `00-system/ckis/`. Keeps tone and structure consistent across the system folder.

## 14. SOP Template

For Standard Operating Procedures in `00-systems/sops/` or `<project>/processes/`. Canonical convention: [[00-systems/sops/_convention]].

```yaml
---
type: sop
created: YYYY-MM-DD
modified: YYYY-MM-DD
tags: [sop, <domain>, ...]
status: active # active | draft | deprecated
sop_domain: <domain> # ckis | dev | os-hardware | [your-project] | content ...
trigger: "" # invocation phrase if agent-invokable, else empty
related: []
---
```

```markdown
# SOP — <Process Name>
> One-line purpose · who runs this · when.

## 1. Purpose & Scope
## 2. When to Execute
## 3. Prerequisites
## 4. Steps
## 5. Verification / Expected Output
## 6. Troubleshooting (optional — symptom | cause | fix table)
## 7. Notes & Exceptions / Lessons Learned (optional)
## 8. Agent-Delegatable Summary (optional — paste block to hand an agent)

*SOP v<x> — <author> — <date>*
```
12 changes: 11 additions & 1 deletion 00-systems/ckis/13-maintenance-and-update-protocol.md
Original file line number Diff line number Diff line change
@@ -1,7 +1,7 @@
---
type: system
created: 2026-05-02
modified: 2026-05-02
modified: 2026-06-06
tags: [ckis, maintenance, updates]
status: active
related: ["[[00-ckis-master-context]]", "[[09-cross-model-shared-context-protocol]]"]
Expand All @@ -25,6 +25,7 @@ related: ["[[00-ckis-master-context]]", "[[09-cross-model-shared-context-protoco
| CKIS architecture change | the relevant `00-system/ckis/<file>.md`, `CHANGELOG.md`, ChatGPT upload package |
| New decision protocol | `[[06-decision-execution-and-review-protocol]]` |
| Frontmatter / template change | `[[02-obsidian-vault-architecture]]` §5, `[[08-note-templates-and-frontmatter]]` |
| New SOP | create in correct tier, fill from `[[08-templates/sop]]`, register in `[[00-systems/sops/_index]]`, CHANGELOG if cross-cutting |

## 2. Adding a New Project

Expand All @@ -35,6 +36,15 @@ related: ["[[00-ckis-master-context]]", "[[09-cross-model-shared-context-protoco
5. If a project repository exists at `~/<slug>/`, plan the project-level `CLAUDE.md` bridge (open question — see `[[00-ckis-master-context]]` §9 #3).
6. First commit: `feat: add <slug> project`.

## 2b. Adding a New SOP

1. Decide tier — project-specific → `02-projects/<project>/processes/`; cross-cutting/system/personal → `00-systems/sops/<domain>/`.
2. Copy `[[08-templates/sop]]`.
3. Fill §1–5 (required).
4. Add a row to `[[00-systems/sops/_index]]`.
5. CHANGELOG entry if cross-cutting/system-level.
6. First commit: `feat(sop): add <name> SOP`.

## 3. Updating Context Files

System files in `00-inbox/` (`_PROFILE.md`, `_INTERESTS.md`, `_ACTIVE-PROJECTS.md`, `_MEMORY.md`):
Expand Down
144 changes: 144 additions & 0 deletions 00-systems/sops/_convention.md
Original file line number Diff line number Diff line change
@@ -0,0 +1,144 @@
---
type: system
subtype: convention
folder: 00-systems/sops
created: 2026-06-06
modified: 2026-06-06
status: active
tags: [convention, systems, ckis, sop]
related:
- "[[00-systems/ckis/02-obsidian-vault-architecture]]"
- "[[00-systems/ckis/08-note-templates-and-frontmatter]]"
- "[[00-systems/_convention]]"
canonical: true
---

# Convention — 00-systems/sops/

## Purpose

An **SOP (Standard Operating Procedure)** is an executable, repeatable, step-by-step procedure for accomplishing a specific operational task. You run an SOP; you do not just read it.

**SOP vs permanent note vs workflow:**

| Artifact | Lives in | What it is | How you use it |
|----------|----------|------------|----------------|
| **SOP** | `00-systems/sops/<domain>/` or `<project>/processes/` | Executable step-by-step procedure | You run it start-to-finish |
| **Permanent note** | `03-knowledge/` | Compounding knowledge — insight, concept, framework | You read, reference, and build on it |
| **Workflow** | `00-systems/workflows/` | Large multi-file operating system for a work domain | You activate and maintain it long-term |

This file is the convention companion to `_index.md`. The `_index.md` is the registry of every active SOP; this `_convention.md` defines what can live here and how.

━━━

## What Goes Here

- Cross-cutting SOPs that apply to CKIS, development, OS/hardware, or content — not specific to one project
- Subdomain folders: `ckis/`, `dev/`, `os-and-hardware/`, `content/`
- The root `_index.md` that registers every SOP (both tiers)

## What Does NOT Go Here

- Project-specific SOPs → stay in `02-projects/<project>/processes/`
- Conceptual frameworks → `03-knowledge/frameworks/`
- Generic knowledge guides → `03-knowledge/guides/`
- Agent skills (Claude Code) → `~/.claude/skills/` or `.claude/ckis-skills/`
- Source code or scripts → external code repository

━━━

## Two-Tier Home Rule

```
Tier 1 — Project-local: 02-projects/<project>/processes/
For SOPs tightly coupled to one project's operations.
Owned by that project's team/context.

Tier 2 — Cross-cutting: 00-systems/sops/<domain>/
For SOPs that span projects, apply to CKIS itself,
or govern [OWNER]'s personal operating system.

BOTH tiers are registered in [[00-systems/sops/_index]].
```

━━━

## File Naming Convention

- `-sop.md` suffix for all SOP files
- Descriptive kebab-case prefix for the process name
- Examples:
- `inbox-processing-sop.md`
- `weekly-review-sop.md`
- `client-site-deploy-sop.md`
- `api-key-rotation-sop.md`
- `pop-os-fresh-install-sop.md`

━━━

## Required Frontmatter

```yaml
---
type: sop
created: YYYY-MM-DD
modified: YYYY-MM-DD
tags: [sop, <domain>, ...]
status: active # active | draft | deprecated
sop_domain: <domain> # ckis | dev | os-hardware | [your-project] | content ...
trigger: "" # invocation phrase if agent-invokable, else empty
related: []
---
```

━━━

## Body Template

```markdown
# SOP — <Process Name>
> One-line purpose · who runs this · when.

## 1. Purpose & Scope
## 2. When to Execute
## 3. Prerequisites
## 4. Steps
## 5. Verification / Expected Output
## 6. Troubleshooting (optional — symptom | cause | fix table)
## 7. Notes & Exceptions / Lessons Learned (optional)
## 8. Agent-Delegatable Summary (optional — paste block to hand an agent)

*SOP v<x> — <author> — <date>*
```

Sections §1–5 are **required**. Sections §6–8 are optional but encouraged for complex or agent-invokable SOPs.

━━━

## Domains

| Domain | Lives in | Examples |
|--------|----------|---------|
| `ckis` | `00-systems/sops/ckis/` | Inbox processing, weekly review, CKIS maintenance |
| `dev` | `00-systems/sops/dev/` | Repo bootstrap, deployment runbooks, API key rotation |
| `os-hardware` | `00-systems/sops/os-and-hardware/` | Pop!_OS install, USB boot, hardware setup |
| `content` | `00-systems/sops/content/` | YouTube upload, social post, newsletter send |
| `project-local` | `<project>/processes/` | [YOUR_PROJECT] client onboarding, [YOUR_CLIENT] deploy |

━━━

## How to Add a New SOP

1. **Pick tier** — project-local (`<project>/processes/`) or cross-cutting (`00-systems/sops/<domain>/`).
2. **Copy template** — duplicate `[[08-templates/sop]]` into the target folder.
3. **Fill §1–5** — at minimum, complete Purpose, When to Execute, Prerequisites, Steps, and Verification.
4. **Register** — add a row to `[[00-systems/sops/_index]]` under the correct domain subheading.
5. **CHANGELOG** — if the SOP is cross-cutting or modifies CKIS, add an entry to `[[00-systems/ckis/CHANGELOG]]`.

━━━

## Related Folders

- [[00-systems/workflows/_convention]] — workflows (large multi-file operating systems)
- `<project>/processes/_convention.md` — project-local SOP convention (generalised by this file)
- [[08-templates/_convention]] — Obsidian templates (includes `sop.md` template)
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