monthly

name	monthly
description	Generate a raw-first monthly management review, using Daily and Weekly reports as prior human judgments rather than semantic truth. Supports work, personal, and private all-project scopes. Use for "/tracework:monthly", "月报", "月度总结", "月度回顾", "monthly review", or monthly Daily Note archiving. Do not use for performance packaging or unsupported value claims.

Tracework Monthly

Write a phase-level judgment: what state changed this month, which outcomes or decisions matter, which risks repeated, and what next month should close. Raw entries are the semantic source. Daily and Weekly are editorial context and coverage, not stronger evidence.

Required References

Read:

• references/reporting-narrative-contract.md
• references/daily-note-format.md
• references/worklog-summary-template.md
• references/project-tagging-guide.md when Daily project labels are ambiguous
• references/tracework-storage-convention.md for storage details

Inputs and Outputs

Resolve {vault} from project then global .tracework/config.yaml.

Inputs:

• {vault}/raw/weeks/ entries matching the target month: semantic source.
• {vault}/Daily Note.md: daily judgments, date index, and legacy coverage.
• Matching {vault}/Work Diary/Weekly/*.md: optional prior prioritization hints.

Outputs:

• Monthly archive: {vault}/Work Diary/Monthly/{YYYY-MM}.md
• Signals: {vault}/raw/months/{YYYY-MM}/signals.json
• Skeleton: {vault}/raw/months/{YYYY-MM}/skeleton.json
• Review: {vault}/Work Diary/Monthly/{YYYY-MM}.summary.md

Workflow

1. Resolve Month and Scope

• Parse explicit all or an exact registered reporting-group name such as work or personal.
• Otherwise use profile.default_reporting_group; when absent, default a workplace-facing review to work.
• Partition projects before ranking. Apply the audience-safety rules in the shared narrative contract.
• Exclude unassigned projects from scoped output and report the missing classification; show them separately only in all.

2. Archive Daily Note

Run <this-skill>/scripts/split_daily_note.py to preserve the original monthly Daily sections without rewriting them. Existing archives follow the configured overwrite policy.

3. Build Raw-First Context

Run:

python <this-skill>/scripts/prepare_monthly_data.py \
  --input {vault}/Work\ Diary/Monthly/{YYYY-MM}.md \
  --vault {vault} \
  --month {YYYY-MM} \
  --signals-output {vault}/raw/months/{YYYY-MM}/signals.json \
  --skeleton-output {vault}/raw/months/{YYYY-MM}/skeleton.json

The script performs deterministic extraction only. It preserves matching raw entries, Daily report fields, project grouping, source coverage, and conflicts. It does not decide importance or write the review.

4. Write the Review

Use raw entries for status, impact, decisions, risks, evidence, and end-state claims. Use Daily judgments and matching Weekly reports to understand what was previously emphasized, but never let a repeated Daily phrase override a later raw status.

For each reporting group:

• Write one monthly judgment.
• Select normally three phase-result arcs; two to four is acceptable.
• Keep all remaining meaningful projects in the portfolio.
• Surface only recurring risks supported by repeated timestamps, explicit recurrence metadata, or an unresolved risk carried across periods.
• Write two to four next-month closure targets, normally three.
• Put evidence and activity metadata in appendices.

all is a private combined review with separate complete sections per group. Never rank work and personal projects together.

5. Report Execution

Return the output paths, selected scope, raw coverage, Daily-only coverage, warnings, and whether existing files were overwritten.

Conflict Rules

• Later raw state supersedes earlier raw state when the lifecycle/thread match is explicit.
• Daily/raw disagreement remains visible and lowers confidence.
• Git-only or Daily-only material is limited.
• Repetition across days does not prove importance or completion.
• Artifact dossiers provide navigation and recorded scope, not independent verification unless direct evidence is present.

Quality Gate

• Scope partition happened before selection.
• Work output contains no personal or unassigned material, including appendices.
• Raw entries are the semantic source whenever available.
• Every group has one monthly judgment and normally three phase arcs.
• Portfolio coverage preserves meaningful non-headline work.
• Recurring risks have actual repeated or carried evidence.
• Next-month targets name closure gates, not every task.
• Candidate Rules appear only when explicitly requested.
• Main review is roughly 40-80 lines per group, excluding appendices.
• Activity counts never substantiate outcomes.