vault-sync

Vault Sync Skill

Project-instruction file resolution: CLAUDE.md and AGENTS.md (Codex CLI) are transparent aliases — see skills/_shared/instruction-file-resolution.md. The vault-marker check below treats either file as a valid marker (when it carries ## Session Config + vault-sync:); references to CLAUDE.md resolve via the SSOT precedence rule.

Status

STATUS: PHASE 1 IMPLEMENTED (2026-04-13). Session-End hard gate (section 3.1) operational. Phase 2 (wave-executor incremental, 3.2) and Phase 3 (evolve advisory, 3.3) not yet implemented.

Implementation

Phase 1 ships a self-contained validator that reads every .md file under VAULT_DIR, parses YAML frontmatter, validates against the canonical vaultFrontmatterSchema, and flags dangling wiki-links as warnings.

Files

• validator.mjs — Node.js ESM validator. Uses zod + yaml npm packages. Reads VAULT_DIR (env or default cwd), walks the tree, skipping node_modules/, .git/, .obsidian/, 90-archive/. For each .md: parses frontmatter, validates against the inline Zod schema, extracts [[wiki-links]], verifies each target resolves. Emits JSON report on stdout.
• validator.sh — Thin POSIX wrapper. Resolves VAULT_DIR from arg 1 or env, self-bootstraps deps via pnpm install --silent on first run, execs the Node validator. Session-end and other callers use this entry point.
• package.json — Declares zod (^3.24.0, matching projects-baseline) and yaml (^2.5.0) as deps. pnpm-lock.yaml is committed; node_modules/ is gitignored.
• tests/validator.bats — 16 BATS cases covering clean vaults, broken frontmatter, missing required fields, dangling links, no-vault skipping, README-style files, nested directories, and archive/obsidian exclusion.
• tests/fixtures/ — Seven fixture vaults matching each test scenario.

Schema source

The inline Zod schema is vendored from the canonical source at projects-baseline/packages/zod-schemas/src/vault-frontmatter.ts. The skill is intentionally self-contained (no monorepo workspace dependency), so the schema is duplicated with a header comment pointing at the SSOT. Drift is to be caught by a future smoke test that imports the canonical schema and diffs the shape — NOT YET IMPLEMENTED. Until that test exists, any change to the canonical schema must be mirrored here in the same commit.

How session-end invokes it

VAULT_DIR=/path/to/vault bash ~/Projects/session-orchestrator/skills/vault-sync/validator.sh

• Exit 0 — vault valid (or skipped because no vault exists / no .md files). Warnings may still be present in the JSON report.
• Exit 1 — one or more validation errors. Session-end surfaces them in the quality gate report and refuses to close.
• Exit 2 — invalid invocation or infrastructure error. Two cases: (a) VAULT_DIR is not set and cwd does not look like a Meta-Vault (no _meta/, no .obsidian/, no CLAUDE.md or AGENTS.md with ## Session Config + vault-sync: block) — actionable error printed to stderr; (b) infrastructure error (missing node, missing validator.mjs, cannot bootstrap deps). In both cases no JSON is emitted to stdout.

JSON output shape (stdout):

{
  "status": "ok|invalid|skipped",
  "vault_dir": "...",
  "files_checked": N,
  "files_skipped_no_frontmatter": N,
  "errors": [{"file": "...", "path": "frontmatter.id", "message": "..."}],
  "warnings": [{"file": "...", "type": "dangling-wiki-link", "message": "..."}]
}

Opt-in --check-expires flag downgrades expired notes to warnings; default off (Phase 1 leaves freshness for the Phase 3 evolve advisory).

CLI Flags

The validator (both validator.mjs and the validator.sh wrapper) accepts:

• --mode <hard|warn|off> — gate severity. hard (default) exits 1 on any frontmatter/schema error. warn exits 0 but still populates the errors array in the JSON output so callers can surface them as warnings. off short-circuits to status: "skipped-mode-off" — useful during onboarding when the gate is enabled but the vault is not yet clean.
• --exclude <glob> — repeatable. Glob patterns (relative to VAULT_DIR, POSIX-style forward slashes) matching files to skip. Supports ** (any number of segments), * (any chars except /), and ? (single char except /). Excluded files are counted in excluded_count and contribute nothing to errors/warnings. Example: --exclude "**/_MOC.md" --exclude "**/README.md".

Bare-invocation config loading (#329)

On every invocation — including bare validator.sh runs with no --exclude flags — the validator unconditionally reads vault-sync.exclude from <VAULT_DIR>/CLAUDE.md (or AGENTS.md on Codex CLI repos) and seeds the exclusion list with those globs first. CLI --exclude flags are additive: they extend the config-loaded list rather than replacing it. If CLAUDE.md is missing, unparseable, or has no vault-sync.exclude: block, the validator silently falls back to an empty config list and proceeds with CLI-only excludes. Required env: VAULT_DIR (resolved against cwd if absent).

• --check-expires — flag expired notes (expires: date in the past) as warnings. Default off.

Environment variables:

• VAULT_DIR — directory to scan. Defaults to $PWD. Can also be passed as the first positional argument to validator.sh.

Example invocation:

VAULT_DIR=~/Projects/vault bash validator.sh \
  --mode warn \
  --exclude "**/_MOC.md" \
  --exclude "**/_overview.md" \
  --exclude "**/README.md"

The JSON output always includes the mode and excluded_count fields when the validator runs past the mode-off / no-vault short-circuits.

Purpose

A "project vault" is a markdown-based knowledge base living under vault/ at the project root. Each file carries strict YAML frontmatter (id, title, tags, status, created, expires, sources) and uses wiki-style links to cross-reference peer notes. The vault is consumed by two audiences: humans browsing the knowledge base, and Sophie-style RAG agents that embed and retrieve notes during chat. Because both audiences depend on the same content, drift is expensive: a stale status: verified note with a dead source URL quietly poisons retrieval results, and a broken wiki-link breaks both navigation and graph traversal.

Automated validation is therefore mandatory, not optional. The vault needs four kinds of checks: frontmatter schema conformance, wiki-link integrity, source whitelist enforcement (especially for regulated content like austrian-law that must cite only approved government URLs), and freshness (expires date in the past). Session-orchestrator is the right home for the in-session layer because every project with a vault will eventually want this, and session lifecycle hooks (wave boundaries, session end, evolve) are exactly the points where drift becomes visible.

The reference architecture is 3 layers:

• Layer A: local git hooks (pre-commit, pre-push) -- IMPLEMENTED in reference project. Fast, fail-early, blocks bad commits.
• Layer B: session-orchestrator:vault-sync skill (THIS SPEC) -- PENDING. Continuous freshness inside normal session flow.
• Layer C: remote CI job -- IMPLEMENTED in reference project's .gitlab-ci.yml. Final gate, catches anything the other two miss.

Layer B is the continuous freshness layer. Its job is to run inside normal session flow without requiring developers to remember to validate. If Layers A and C are the bookends, Layer B is the spine.

Invocation Points

3.1 Session-End Hard Gate

• Trigger: called by session-orchestrator:session-end skill as part of Phase 1 (quality gates), alongside typecheck / lint / test.
• Behavior: full validation run over the entire vault. No incremental mode here -- a clean session close must prove the whole vault is valid.
• Error handling: validation errors block the session close. The session-end skill surfaces them in the quality gate report and refuses to commit until they are fixed.
• Rationale: a clean session must leave the vault in a valid state. This is the one place where the hard gate is non-negotiable.
• Timeout budget: ~30s for typical vaults (<500 files). Projects with larger vaults should override via full-validation-threshold (see Inputs).

3.2 Wave-Executor Incremental Check

• Trigger: called by session-orchestrator:wave-executor after any wave whose agents modified files under vault/** (detected via git diff --name-only).
• Behavior: incremental validation scoped to the files changed in that wave (diff against $WAVE_START_REF..HEAD). Frontmatter and wiki-link resolution run on the touched files only; the source whitelist check runs on touched files only.
• Error handling: findings are reported inline in the wave progress output. Warnings do not block. Errors trigger a fix task for the next wave rather than aborting the current one -- the vault is a living document and incremental corrections are normal.
• Rationale: catch drift within a single session, not only at session end. A wave that introduces a broken wiki-link should surface it in the next wave's plan, not at the finish line.

3.3 Evolve Advisory Scan

• Trigger: called by session-orchestrator:evolve as part of learning extraction.
• Behavior: read-only freshness audit. Flags notes with status: verified whose expires date has passed, and optionally (opt-in via config) probes source URLs for 404s.
• Error handling: output is an advisory section in the evolve report. Never blocks.
• Rationale: learning extraction is the moment when patterns surface. Staleness is a pattern. Surfacing it here turns vault maintenance into a natural byproduct of the evolve cycle.

Inputs

Phase 1 (implemented)

• Environment variable:
  • VAULT_DIR — directory to scan for .md files. Defaults to $PWD. Can also be passed as the first positional argument to validator.sh.
• Session Config — optional vault-sync section in CLAUDE.md (or AGENTS.md on Codex CLI):
  • vault-sync.enabled: true|false (default: false; when false, the gate is skipped silently)
  • vault-sync.mode: hard|warn|off (default: warn via Session Config; hard blocks session close on errors, warn reports but does not block, off short-circuits to status: skipped-mode-off. Note: validator.sh invoked directly without --mode defaults to hard — the warn default applies only when dispatched by session-end.)
  • vault-sync.vault-dir: <path> (default: project root $PWD; passed to the validator via VAULT_DIR)
  • vault-sync.exclude: [<glob>, ...] (default: []; repeatable glob patterns — files matching any pattern are counted in excluded_count but not validated)

Future Phases (not yet implemented)

The following fields are planned for Phase 2/3 but are not consumed by the current validator:

• full-validation-threshold: N — files above this count trigger incremental mode instead of full scan (Phase 2, wave-executor)
• network-source-check: true|false — opt-in URL probe for source whitelist enforcement (Phase 3, evolve advisory)
• Runtime context: current git HEAD, session-start ref (for incremental diff in wave-executor, Phase 2)

Outputs

• Return value: JSON object emitted to stdout with the shape:

  {
    "status": "ok|invalid|skipped|skipped-mode-off",
    "mode": "hard|warn|off",
    "vault_dir": "<absolute path>",
    "files_checked": N,
    "excluded_count": N,
    "files_skipped_no_frontmatter": N,
    "errors": [{ "file": "<relative path>", "path": "<frontmatter field path>", "message": "<description>" }],
    "warnings": [{ "file": "<relative path>", "type": "dangling-wiki-link|expired", "message": "<description>" }]
  }
  

  When the validator short-circuits early (no vault directory, no .md files, or mode: off), the files_checked, excluded_count, and files_skipped_no_frontmatter fields may be omitted or zero. In warn mode, errors is still populated but status is "ok" so callers can surface findings without blocking.
• Exit codes:
  • 0 -- vault is valid (or scan was skipped for a legitimate reason)
  • 1 -- validation errors (one or more files failed a rule)
  • 2 -- invalid invocation (VAULT_DIR unset + cwd not a vault) or infrastructure error (validator command not found, validator crashed). No JSON emitted to stdout in this case.
• Surface points:
  • Layer B (wave-executor): inline in the wave progress output, next to typecheck / lint results
  • Layer A (session-end): in the quality gate report, same format as other gates
  • Layer C (evolve): in the evolve report under "Vault Advisory"

Error Handling Matrix

Error Type	Severity	Action
Frontmatter schema violation (missing required field)	ERROR	Block (hard gate) / add fix task (wave-executor)
Wiki-link resolution failure	ERROR	Block (hard gate) / add fix task (wave-executor)
Source whitelist violation (austrian-law without approved URL)	ERROR	Block (hard gate) / add fix task (wave-executor)
Stale note (expires date in past)	WARNING	Advisory only -- never blocks
Validator command not found (pnpm vault:validate missing)	INFRA ERROR	Skip with clear warning; do NOT fail the session
Vault directory does not exist	INFO	Skip silently (project may not use vault)

Open Design Questions

1. Should incremental mode include wiki-link validation across the FULL vault, or only the files touched in this wave? Cross-reference bugs can hide in untouched files (note X suddenly has no backlinks because note Y was renamed), which argues for full scan. Performance argues for incremental. Probably hybrid: incremental for schema + touched-file links, full for the backlink graph.
2. Should the skill auto-fix trivial issues (missing created: date, tag case normalization, trailing whitespace) or always error out and leave fixes to humans? Auto-fix is convenient but risky inside an AI-driven session because it writes to files that agents are simultaneously editing.
3. How does this skill integrate with a future pgvector embeddings pipeline (a later roadmap phase)? Should it trigger re-embedding of changed notes, or stay strictly validation-only and leave embedding to a separate skill?
4. Should validation failures in wave-executor block the NEXT wave from starting, or only be reported as a fix task? Blocking is safer but reduces parallelism; reporting is faster but risks compounding errors across waves.
5. What is the contract for projects that have no vault at all? Skip silently (current default) or require an explicit vault-sync.enabled: false opt-out in Session Config? Silent skip is user-friendly but masks misconfiguration.
6. How do we handle multi-repo vaults -- e.g. a monorepo where each package has its own vault/, or a project that references a sibling repo's vault via a git submodule? Is there a single VAULT_ROOT or a list?
7. Should the skill learn from previous findings (cache last-known-clean state, skip files whose mtime has not changed) or always run fresh? Caching is a significant perf win on big vaults but introduces its own correctness risks.
8. How are secrets in vault files handled? If a note contains an accidentally-committed token in its sources field, should the skill block on it (SEC-type check) or is that strictly the job of the existing secret-scan pre-commit hook?

Schema sync

Allowed type values

The vault-frontmatter type enum currently allows: note, daily, project, person, reference, idea, learning, session, peer-card.

The peer-card value supports Honcho-style USER.md / AGENT.md operator/agent identity files written under .orchestrator/peers/ (introduced in #503). Peer cards complement the host-wide owner.yaml (see .claude/rules/owner-persona.md) with per-repo behavioural identity; the validator at scripts/lib/peer-cards/schema.mjs enforces the additional target/source_sessions fields, while validator.mjs here only checks that type is one of the values above.

Source of truth

The canonical schema lives in the private GitLab monorepo:

projects-baseline/packages/zod-schemas/src/vault-frontmatter.ts

The vendored copy in validator.mjs is auto-generated — it is never edited by hand inside the sentinel block.

Sync workflow

When the canonical schema changes:

1. Maintainer runs from the session-orchestrator root:

   node scripts/sync-vault-schema.mjs --write
   

2. Commits the resulting validator.mjs change (only the schema block between sentinels changes).
3. GitLab CI verifies via --check mode: it clones the canonical source and asserts that the vendored copy contains no drift. The pipeline fails if the generated output differs from what is currently committed.

Sentinel markers

The schema block in validator.mjs is delimited by:

// ── BEGIN GENERATED SCHEMA (sync-vault-schema.mjs) — do not edit between sentinels ──
...
// ── END GENERATED SCHEMA ──

Never edit the content between these sentinels by hand. Any manual edit will be overwritten on the next --write run and will cause --check to report drift.

Drift detection

tests/schema-drift.test.mjs covers 5 scenarios via vitest:

1. Idempotency — running --write twice produces identical output.
2. --check clean — exits 0 when vendored copy matches canonical.
3. --check drift — exits 1 when vendored copy has been modified outside sentinels.
4. Missing canonical — exits 2 when the canonical source file is not found.
5. Sentinel presence — asserts both sentinel markers exist in validator.mjs.

CLI reference

node scripts/sync-vault-schema.mjs [options]

Flag / Env var	Description
--write	Overwrite the vendored schema block in validator.mjs with the canonical source.
--check	Exit 0 if vendored copy matches canonical; exit 1 if drift detected. Used in CI.
--canonical <path>	Override path to the canonical .ts source file.
--validator <path>	Override path to the target validator.mjs file.
CANONICAL_VAULT_FRONTMATTER	Env var alternative to --canonical <path>.

Failure modes

Exit code	Meaning
0	No drift (--check) or write succeeded (--write).
1	Drift detected (--check only).
2	Source or target file not found.
3	Malformed sentinels (BEGIN/END markers missing or out of order in validator.mjs).

Modes (#327)

The validator supports three operating modes via --mode=<value>. Default is hard (legacy enforcement).

Mode	Purpose	Exit code
baseline	Snapshot current errors+warnings into <vault-dir>/.orchestrator/metrics/vault-sync-baseline.json with schema-hash header	0
diff	Show only NEW errors since baseline. Schema-hash mismatch falls back to full enforcement with WARN.	0 if new_errors === [], 1 otherwise
full	Legacy enforcement (same as hard). Reports all errors.	0 if no errors, 1 otherwise
hard	Alias of full (backward-compat).	as above
warn	Reports errors but always exits 0.	0
off	Skip validation entirely.	0

Baseline file shape

{
  "schema_hash": "a1b2c3d4",
  "generated_at": "2026-05-08T05:30:00Z",
  "vault_dir": "/Users/.../vault",
  "error_count": 12,
  "warning_count": 3,
  "errors": [...],
  "warnings": [...]
}

Diff output (stdout, mode=diff)

{
  "new_errors": [...],
  "resolved_errors": [...],
  "baseline_count": 12,
  "current_count": 14,
  "schema_hash": "a1b2c3d4"
}

Schema-hash mismatch

When the vendored zod schema in validator.mjs changes, the schema-hash in the baseline file won't match. The validator emits WARN: baseline outdated (hash=<old>, current=<new>) — please re-snapshot via --mode=baseline to stderr and falls back to full enforcement. Re-run --mode=baseline once to refresh.

Inter-wave integration: the wave-executor Quality-Lite checkpoint prefers --mode=diff once a baseline exists, surfacing only regressions introduced by that wave. See skills/wave-executor/SKILL.md § Vault-Sync Diff Reporting (#327).

References

• <project>/scripts/vault/validate.ts -- reference implementation of the validator (Layer A/C entry point)
• <project>/scripts/vault/schema.ts -- frontmatter schema (Zod)
• <project>/.husky/pre-commit STEP 3.1 -- Layer A local gate example
• <project>/.gitlab-ci.yml vault:validate job -- Layer C remote gate example
• <project>/vault/_meta/frontmatter-schema.md -- human-readable schema doc

Implementation Roadmap

• Phase 1 -- Minimal hard gate: session-end integration only. Full validation, no incremental, no caching. Must ship as a single wave. Reads VAULT_VALIDATOR_CMD, executes it, parses exit code + JSON output, surfaces errors in the quality gate report. Acceptance: a session with a broken vault file refuses to close; a session with a clean vault closes with a "vault: valid (N files)" line in the report.
• Phase 2 -- Incremental wave-executor integration: add incremental diff-based scan. Wire into the wave-executor post-wave hook so it runs only when vault/** was touched. Wave progress reports findings inline. Introduce full-validation-threshold config. Acceptance: a wave that edits one vault file triggers a scan of exactly that file (plus its backlink graph); findings appear in the wave summary; errors generate a fix task for the next wave.
• Phase 3 -- Advisory evolve integration + staleness: add evolve hook, expires date check, optional network source check (gated behind network-source-check: true). Output goes to the evolve report as a non-blocking advisory. Acceptance: an evolve run over a vault with 3 expired notes produces an advisory listing all 3, with no impact on session success or exit code.