canvas-diagrams

name	Canvas Diagrams
description	Generate Obsidian Canvas (.canvas) files for UX flows, data flows, and testing infrastructure visualization

Canvas Diagrams

Overview

Generate Obsidian .canvas files that visually represent system architecture, user flows, data pipelines, and testing infrastructure. These are collaborative artifacts — Claude generates them, the user can manually adjust layout in Obsidian, and Claude can read them back to understand current architecture.

Announce at start: "Using Canvas Diagrams skill to generate a visual [type] canvas."

Target Directory

Vault base: /Users/aditya/Library/CloudStorage/[e-mail]/My Drive/Exocortex/

Projects root: Research/Projects/

Project folder resolution (MANDATORY before writing any canvas):

1. Determine the current project name from the working directory or CLAUDE.md
2. Derive a folder name: use PascalCase with no spaces (e.g., "Map TPOT" → MapTPOT, "Temporal Coordination" → TemporalCoordination)
3. Check if Research/Projects/<ProjectFolder>/ exists in the vault
4. If it does NOT exist, create it: mkdir -p "<vault_base>/Research/Projects/<ProjectFolder>/"
5. Write canvases to that folder
6. Also write a copy to the project's own docs/diagrams/ directory (version-controlled)

Two copies: Canvases live in both the Exocortex vault (for Obsidian viewing) and the project repo (for git tracking). The vault copy is the primary viewing artifact; the repo copy ensures canvases survive if the vault is unavailable.

Naming convention: <type>-<scope>[-detail].canvas

Examples at each resolution:

• data-flow-overview.canvas (system level)
• data-flow-export-pipeline.canvas (subsystem level)
• data-flow-context-assembly.canvas (function level)

Resolution Levels

Generation order: BOTTOM-UP. Create detailed subsystem canvases first, then aggregate into an overview that embeds them.

Level 1: System Overview

• 5-8 nodes max — major subsystems as single nodes (not groups with children)
• Purpose: Skimmable at a glance — "what are the moving parts?"
• Node content: Title + 1 line max. No code references, no function names.
• Edges: Major data/control flows only (3-8 edges total)
• Embeds: Each node links to its detail canvas via ![[filename.canvas]] in the node text
• Generated LAST after all Level 2 canvases exist

Level 2: Subsystem Detail

• 8-15 nodes — functions, tables, agents within one subsystem
• Purpose: "How does this subsystem work internally?"
• Node content: Function names, file:line refs, in/out types
• Edges: Internal data transformations, branching logic
• Generated FIRST — this is the primary working canvas

Level 3a: Function/Step Detail

• 5-10 nodes — individual steps within one function or process
• Purpose: "What happens inside this function?"
• Node content: Code snippets, parameter details, branching conditions
• Edges: Sequential steps, conditional branches, error paths
• When: A function is complex enough to warrant decomposition

Level 3b: Data-Field Mapping

• 15-30 nodes — individual fields from an API, their processing, and storage destinations
• Purpose: "What data comes in, what do we keep, and where does it go?"
• Node content: Field names, types, storage column names, processing functions
• Layout: Horizontal 3-column (Source → Processing → Destination + Discarded)
• One canvas per API source (not per function)
• When: You need to audit what data is retained vs discarded from an external integration

Cross-linking (Canvas embedding)

Use type: "file" nodes to embed sub-canvases — NOT ![[...]] syntax in text nodes (that's for markdown notes only).

{"id": "embed_subsystem", "type": "file", "file": "vault/relative/path/to/sub-canvas.canvas", "x": 0, "y": 100, "width": 400, "height": 300}

Pattern for overview canvases:

• Text label node (title + 1-line description) positioned above
• File embed node (the sub-canvas preview) positioned below the label
• Edges connect between the embed nodes

Vault-relative paths (from Exocortex vault root):

• Research/Projects/<ProjectFolder>/<filename>.canvas

Canvas Types

1. UX Flow (ux-flow-*.canvas)

Maps user journeys through the system.

Node categories & colors:

Element	Color	Meaning
User action	"4" (green)	Something the user does
System response	"5" (cyan)	What the system shows/does
Decision point	"2" (orange)	Branch in the flow
Error/edge case	"1" (red)	Failure states
External trigger	"6" (purple)	Incoming webhook, notification

2. Data Flow (data-flow-*.canvas)

Maps data sources, transformations, API calls, and storage.

Node categories & colors:

Element	Color	Meaning
Data source	"4" (green)	External APIs, webhooks, user input
Transform/function	"5" (cyan)	Processing logic
Storage	"6" (purple)	Database, file system
API endpoint	"2" (orange)	Exposed routes
LLM call	"3" (yellow)	AI processing step
Error/retry	"1" (red)	Failure handling

3. Testing Infrastructure (testing-infra-*.canvas)

Maps what's tested, how, and where gaps exist.

Node categories & colors:

Element	Color	Meaning
Tested (passing)	"4" (green)	Has tests, they pass
Tested (failing)	"1" (red)	Has tests, they fail
Untested	"2" (orange)	No test coverage
Test file	"5" (cyan)	The test file itself
Mock/fixture	"6" (purple)	Test infrastructure
CI/runner	"3" (yellow)	How tests are executed

4. Data-Field Mapping (data-flow-*-fields.canvas)

Maps API response fields to storage decisions. Shows what data is available, what's retained, and what's discarded.

Node categories & colors:

Element	Color	Meaning
API field (source)	"4" (green)	Raw data available from external API
Processing step	"5" (cyan)	Transformation before storage
Storage destination	"6" (purple)	Where data lands (table.column)
Ephemeral use	"3" (yellow)	Used for matching/scoring, never persisted
Discarded	"1" (red)	Explicitly not stored

Edge colors for data fate:

Edge meaning	Color
Retained (stored)	"4" (green)
Processing flow	"5" (cyan)
Discarded (not stored)	"1" (red)

Showing What's NOT Stored

Use a red ("1") group labeled "Discarded" to explicitly show fields/data that are available but intentionally not persisted. This makes data decisions visible and reviewable — a viewer can question "should we actually be storing X?"

Canvas JSON Format

Important Obsidian behaviors:

• Obsidian reorders nodes (groups first) and compacts JSON on save
• Omit fields with null/default values — Obsidian strips them anyway
• Edge fromEnd/toEnd default to no arrow; only specify when you want arrows
• When reading back a user-edited canvas, trust Obsidian's reformatted positions

{
  "nodes": [
    {"id": "group_id", "type": "group", "x": -50, "y": -50, "width": 700, "height": 400, "color": "5", "label": "Group Label"},
    {"id": "unique_snake_case_id", "type": "text", "text": "# Node Title\n\nDescription.\n\n`file_path:line`", "x": 0, "y": 0, "width": 300, "height": 150, "color": "4"}
  ],
  "edges": [
    {"id": "edge_unique_id", "fromNode": "source_node_id", "fromSide": "bottom", "toNode": "target_node_id", "toSide": "top", "color": "3", "label": "verb"}
  ]
}

Node field order (matches Obsidian's output): id, type, text|label, x, y, width, height, color Edge field order: id, fromNode, fromSide, toNode, toSide, color, label

Layout Rules

Spacing Philosophy

Breathe. Nodes need white space to be skimmable. Err on the side of too spread out — the user can zoom in Obsidian but can't un-overlap nodes easily.

Grid System

• Column width: 450px (300px node + 150px gap)
• Row height: 400px (180px node + 220px gap)
• Group padding: 50px around contained nodes
• Between-group gap: 400-600px vertically (Obsidian needs breathing room)
• Between-group gap (horizontal branch): 500-800px when subsystem branches off

Spatial Layout

• Main pipeline: flows top-to-bottom (vertical spine)
• Branching subsystems: extend horizontally (to the right or left of spine)
• Don't stack everything vertically — if a subsystem is its own domain, give it its own spatial region
• Example: Ingestion flows down, prayer processing branches right, execution flows back down

Horizontal Flow (Data-Mapping)

For data-mapping canvases (L3b), use left-to-right flow instead of vertical:

• Column 1 (left): API/source fields — what's available
• Column 2 (center): Processing/transformation steps
• Column 3 (right-top): Storage destinations — what we keep
• Column 3 (right-bottom): Discarded group — what we throw away

Column spacing: 500-550px between groups. Each group contains its nodes stacked vertically.

Node Sizing

Title must never wrap. The # heading line determines minimum width. Body text can be clipped (user scrolls in Obsidian), but the title must be fully visible on one line.

Width calculation (title-driven):

• Obsidian heading font: ~14px per character at # level
• width = max(200, len(title_text) * 14 + 40)
• Example: # beeper_ingestion_agent (24 chars) → min 376px wide
• Example: # Cache Check (13 chars) → min 222px wide
• Cap at 420px — if title is longer, abbreviate it

Height calculation (body-driven):

• Obsidian renders ~30px per line of markdown (header line is ~40px)
• height = 50 + (num_body_lines * 28)
• Body text below the fold is OK — user can scroll inside the node
• But the title + first 2 lines should always be visible

Practical sizes:

Content	Width	Height
Title only	250-350w	60h
Title + 1-2 lines	280-380w	100-120h
Title + 3-5 lines + code ref	320-420w	160-200h
Title + bullet list (6-8 items)	350-420w	220-280h

Color as Primary Visual Affordance

Colors should be scannable at a glance. A viewer should understand the system's structure from colors alone, before reading any text.

Principles:

1. Color = role, not decoration. Every color choice must answer "what category is this?"
2. Consistent across all canvases in a domain (same color for "storage" everywhere)
3. Groups inherit color from their dominant node type
4. Edges get colored to show data type or flow category — not left as default gray
5. High contrast pairs for connected elements (green source → yellow processing → purple storage)

Edge coloring:

Edge meaning	Color
Primary data flow	"4" (green)
LLM/AI processing	"3" (yellow)
Storage write	"6" (purple)
API/HTTP call	"2" (orange)
Error/retry path	"1" (red)
Control flow (triggers)	"5" (cyan)

Group coloring:

• Groups should use the same color as their dominant node category
• This creates visual "zones" that are identifiable even when zoomed out

Edge Crowding (validated)

#1 rule: Drop obvious labels. If node names imply the relationship, use color-only edges.

Strategies:

1. Color-only edges — color communicates category (green=data in, cyan=processing, yellow=dispatch, purple=storage). No label needed.
2. Fan-in spread — when N nodes connect to 1 target, use different toSide values (left, top, right) so edges arrive at different points.
3. Fan-out spread — when 1 node connects to N targets, use different fromSide values to radiate edges instead of bundling.
4. Perimeter routing — for edges that would cross the whole canvas, connect from sides that route around content (e.g., fromSide: "right" → toSide: "left" to go around the right edge).
5. Only label non-obvious edges — if you must label, max 1-2 words, active verb.

Visual Verification

After generating a canvas, run the PNG preview script to check for:

• Title text exceeding node width
• Edge label collisions (shared midpoints)
• Nodes outside their containing group bounds
• Color distribution — are zones visually distinct?

# Quick overlap/preview check (run from project root)
.venv/bin/python3 scripts/canvas_preview.py <canvas_file>

Edge Sides

Use logical connection points:

• Top-to-bottom flow: fromSide: "bottom", toSide: "top"
• Left-to-right flow: fromSide: "right", toSide: "left"
• Bidirectional: Use two edges or fromEnd: "arrow", toEnd: "arrow"

Node Content Format

Standard Node

# Short Title

Brief description (1-2 sentences).

`path/to/relevant/file.py:42`

Decision Node

# Decision: [Question]

**Yes →** [outcome]
**No →** [outcome]

API/Function Node

# function_name()

**In:** param types
**Out:** return type
**Side effects:** what it changes

`path/to/file.py:123`

Process (Bottom-Up)

When creating a new domain's canvases:

1. Explore the relevant codebase area (use Task agents, read files, check existing docs)
2. Identify subsystems — what are the 3-6 major components? Each becomes a Level 2 canvas.
3. For each subsystem (Level 2): a. Identify nodes: functions, tables, agents, API calls b. Determine relationships (data flow, triggers, dependencies) c. Layout with generous spacing, branching subsystems horizontally d. Generate and write the .canvas file
4. After all Level 2s exist, generate the Level 1 overview: a. One node per subsystem, title + 1 line only b. Embed link: ![[subsystem-canvas.canvas]] in each node c. Minimal edges showing major flows between subsystems
5. Report what was generated, list all files created

When updating an existing canvas:

1. Read the .canvas file (respect user's manual layout adjustments)
2. Identify what changed in the codebase
3. Add/modify/remove specific nodes and edges
4. Preserve user-adjusted positions for unchanged nodes

Reading Existing Canvases

When asked to update or discuss an existing canvas:

1. Read the .canvas file from the target directory
2. Parse the JSON to understand current state
3. Propose additions/changes as specific node/edge modifications
4. Write the updated canvas

Collaborative Workflow

• Claude generates → User adjusts layout in Obsidian → Claude reads back
• Version tracking: Git tracks the vault, so canvas evolution is preserved
• Incremental updates: Don't regenerate from scratch — read existing canvas and add/modify nodes
• Comments in nodes: Use > [!note] callouts in node text for Claude-to-human notes

Edge Labels

Use short, active verbs:

• triggers, calls, returns, stores, reads, transforms
• on success, on error, if true, if false
• via webhook, via API, via cron

Checklist

• Explored relevant code to identify all components
• Chose correct canvas type and color scheme
• Nodes have meaningful IDs (snake_case, descriptive)
• Every node has a title and brief description
• Code references use file:line format
• Edges have descriptive labels
• Layout follows grid system (no overlapping nodes)
• Groups logically cluster related nodes
• Written to correct target directory with proper naming
• Reported to user what was generated