Agent skill
upgrade
Update vault to the latest version of obsidian-claude-pkm. Creates backup, shows diffs, preserves your content. Use when a new version is available.
Install this agent skill to your Project
npx add-skill https://github.com/ballred/obsidian-claude-pkm/tree/main/vault-template/.claude/skills/upgrade
SKILL.md
Upgrade Skill
Updates your vault's system files to the latest version while preserving all your personal content.
Usage
/upgrade # Interactive upgrade with backup and diff review
/upgrade check # Preview what's changed without making modifications
What Gets Updated (System Files)
.claude/skills/*/SKILL.md— Skill definitions.claude/agents/*.md— Agent configurations.claude/hooks/*.sh— Automation scripts.claude/rules/*.md— Convention rules.claude/output-styles/*.md— Output style definitions.claude/settings.json— Permissions and hook configCLAUDE.md— Root context file (merged carefully)Templates/*.md— Note templates
What Never Gets Touched (Your Content)
Daily Notes/**— Your daily journal entriesGoals/**— Your goal files and reviewsProjects/**— Your project folders and CLAUDE.md filesArchives/**— Your archived contentInbox/**— Your captured itemsCLAUDE.local.md— Your personal overridesvault-config.json— Your preferences
Upgrade Process
Step 1: Check for Updates
Read the current version from CLAUDE.md (look for "System Version:" line).
Compare with the upstream repo. If using git:
git fetch origin
git log HEAD..origin/main --oneline
If not a git repo or no remote, inform user they need to download the latest vault-template/ manually.
Step 2: Create Backup
Before any changes, create a timestamped backup:
BACKUP_DIR=".backup/upgrade-$(date +%Y%m%d-%H%M%S)"
mkdir -p "$BACKUP_DIR"
cp -r .claude "$BACKUP_DIR/"
cp CLAUDE.md "$BACKUP_DIR/"
cp -r Templates "$BACKUP_DIR/" 2>/dev/null
Tell the user: "Backup created at $BACKUP_DIR"
Step 3: Diff Review
For each system file that differs from upstream:
- Show a summary of what changed (additions, removals, modifications)
- Ask user to confirm: "Apply this update? (yes/skip/stop)"
- If yes: apply the change
- If skip: leave this file unchanged
- If stop: halt the upgrade (backup remains, partial changes preserved)
Step 4: Apply Changes
For each confirmed file:
- Copy the new version from upstream
- For
CLAUDE.md: merge carefully — preserve user customizations (Personal Mission, Current Focus sections) while updating system sections (Skills table, version number) - For
settings.json: merge — add new permissions/hooks, preserve existing customizations
Step 5: Post-Upgrade
- Make hook scripts executable:
chmod +x .claude/hooks/*.sh - Show summary of changes applied
- Update version in CLAUDE.md
- Suggest running
/onboardto reload context
Check Mode (/upgrade check)
When invoked with "check":
- Compare system files against upstream
- List files that would be updated with brief change description
- Show version numbers (current → available)
- Do NOT make any changes
- Suggest running
/upgradeto apply
Output Format
## Upgrade Check
**Current version:** 3.0 (The Cascade)
**Available version:** 3.1
### Files to Update
| File | Change Summary |
|------|---------------|
| `.claude/skills/daily/SKILL.md` | Added cascade context surfacing |
| `.claude/agents/goal-aligner.md` | Added memory: project |
| `.claude/hooks/session-init.sh` | Added priority surfacing |
### New Files
- `.claude/skills/review/SKILL.md` — Smart review router
- `.claude/hooks/skill-discovery.sh` — Auto-list skills
### No Changes Needed
- `.claude/rules/` — Already up to date
Run `/upgrade` to apply these updates (backup will be created first).
Safety Features
- Complete backup before any modification
- File-by-file confirmation
- Can be stopped at any point
- User content folders are never touched
CLAUDE.local.mdpersonal overrides preserved- Backup includes restoration instructions
Error Handling
- If no git remote: guide user to download latest vault-template manually
- If backup fails: abort entire upgrade
- If a file copy fails: report error, continue with next file
- Always leave vault in a usable state
Integration
Works with:
/onboard— Reload context after upgrade- Session init hook — Will reflect updated priorities
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