title: Plans Folder and Skills Consolidation tags: [plans, knowledge-base, skills, organization] created: 2026-05-27 updated: 2026-05-27 status: active related:


Session: Plans Folder and Skills Consolidation

Date: 2026-05-27 Scope: knowledge/plans/, .opencode/skills/notes/, .opencode/skills/map/, knowledge/index.md, 7 plan files moved from various locations

Summary

Consolidated 7 floating plan files from across the repo into a new knowledge/plans/ directory with Obsidian frontmatter and wikilink cross-references. Created _index.md for status tracking. Updated notes and map skills to recognize plans as a first-class knowledge domain with its own conventions (status tracking, trigger phrases, index updates). Deleted .hermes/ directory.

Key Learnings

New Patterns

  • Plans as a knowledge domain. Plans are distinct from inventory (what is it), journal (what happened), and cookbook (what others did). They answer “what are we building?” and need status: active | done | cancelled tracking. This justifies a top-level knowledge/plans/ folder with its own _index.md and entry in knowledge/index.md.
  • Plan frontmatter convention. Plans require status (active/done/cancelled, not archived) and tags must include plan. The related field links to other plans and relevant session logs.
  • Floating files signal missing convention. 7 plan files scattered across root, pipeline/, data-scraping/, and .hermes/ indicated that the knowledge base had no home for plans. When a convention exists, files converge to it.

Decisions

  • MIGRATION-PLAN.md stays in place. It’s operationally coupled to the migration scripts it lives alongside. Not all plans belong in knowledge/ — execution-coupled plans can stay with their code.
  • .hermes/ deleted entirely. It was an agent artifact directory with 2 stale plan files. The .opencode/ skills system replaces it.
  • Session log references left unchanged. Historical session logs in knowledge/journal/sessions/ reference old file paths (e.g., pipeline/PLAN-decouple-backend.md). These are historical facts, not broken links — rewriting them would be revisionism.
  • Plans _index.md has active/done/cancelled sections. Not just a flat list — status grouping makes it immediately clear what’s in flight vs. completed.
  • 4 knowledge domains now. Inventory, Journal, Plans, Cookbook. Updated the MOC table in knowledge/index.md accordingly.

Pitfalls

  • Moving plan files that reference relative paths. The data-scraping/pipeline_plan.md and 03_cpbind/PLAN.md reference relative paths like data-scraping/sources/. These become stale after moving. However, these plans are documentation of intent, not executable scripts — the paths serve as context, not instructions. No update needed.
  • .hermes/ was invisible to git. It was in .gitignore, making it easy to forget about. Always check for hidden agent artifact directories when consolidating.

Skill Updates Needed

  • notes skill — DONE. Added plans/ to folder table, Knowledge Path, and a new Plan Path section with trigger phrases (“make a plan”, “write a plan”, “test plan”), frontmatter conventions (status: active/done/cancelled), and post-creation steps (update _index.md and knowledge/index.md).
  • map skill — DONE. Added plans/ with _index.md to the directory tree.
  • essentials skill — No update needed. No new gotchas or golden rules emerged.
  • workflows skill — No update needed. The local dev test plan is an ops checklist, not a permanent testing methodology change.

Files Modified

  • Created: knowledge/plans/_index.md
  • Created: knowledge/plans/local-dev-test-plan.md (moved from root, added frontmatter)
  • Created: knowledge/plans/monorepo-decomposition-plan.md (moved from root, added frontmatter)
  • Created: knowledge/plans/decouple-backend-plan.md (moved from pipeline/, added frontmatter)
  • Created: knowledge/plans/data-scraping-curation-plan.md (moved from data-scraping/, added frontmatter)
  • Created: knowledge/plans/data-scraping-pipeline-plan.md (moved from data-scraping/, added frontmatter)
  • Created: knowledge/plans/cpbind-extraction-plan.md (moved from data-scraping/sources/03_cpbind/, added frontmatter)
  • Created: knowledge/plans/data-scraping-summary.md (moved from data-scraping/, added frontmatter)
  • Edited: knowledge/index.md — added Plans section, 4th domain row, plan entries
  • Edited: .opencode/skills/notes/SKILL.md — added plans folder, Plan Path, trigger phrases
  • Edited: .opencode/skills/map/SKILL.md — added plans/ to directory tree
  • Deleted: .hermes/ directory (2 stale plan files, superseded by .opencode/skills/)