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Dashboard Efficiency Improvements

Section titled “Dashboard Efficiency Improvements”

Date: 2026-07-07 Project/Task: DASHBOARD-efficiency (KB-OS ongoing project, Core/Processes/Projects/KB-OS/Tasks/) Status: ✅ Complete

Summary

Section titled “Summary”

Fixed a blank Projects.md folder note, added direct links to the Ongoing Projects registry table, added a working “Current Focus” (urgency + recency) Bases table to Core/DASHBOARD.md and MBR/DASHBOARD.md, fixed the vault home’s Businesses table (added SDC/FSS dashboards, a “Core (all)” row), and renamed _DASHBOARD.md → DASHBOARD.md vault-wide at Talbot’s request. Spun off a follow-up task, vault-wide-biggest-rocks, to build a genuine curated cross-business priorities table (distinct from the recency-based Current Focus table built here).

Decisions

Section titled “Decisions”
  • _DASHBOARD.md → DASHBOARD.md renamed vault-wide — Talbot’s explicit call, overriding an initial recommendation against it (the underscore had a functional purpose: sorting _active.md/_tmp.md/_DASHBOARD.md to the top of _WorkingOn/Tasks/ in Obsidian’s file explorer). Consistency won. New consequence: 7 files are now named DASHBOARD.md vault-wide — every reference touched during this task was made path-qualified to avoid ambiguous resolution.
  • Current Focus is activity-based (urgency + recency), not curated — deliberately distinct from MBR’s Filter+Focus.md (hand-curated, ranked business-strategy rocks). Talbot wants a third, genuinely curated cross-business “biggest rocks” table too — that’s the spun-off vault-wide-biggest-rocks task, mechanism already decided (extend Filter+Focus vault-wide) but scope/ownership vs. MBR’s existing list still open.
  • SDC/FSS got minimal, honest DASHBOARD.md files, not MBR-style dept tables — neither business has dept structure (Inbox/JOB_DESCRIPTION) yet, only topic folders, so a full MBR-style table would have misrepresented current state.

Changes

Section titled “Changes”

KB repo:

  • Core/_WorkingOn/Projects/Projects.md — was a content-less stub causing a “blank page” click-through; filled in as a proper Folder Note
  • Core/Processes/Projects/KB-OS/Ongoing-Projects.md — KB portal column converted from plain paths to path-qualified wikilinks
  • Core/DASHBOARD.md — added “Current Focus (last 14 days)” Bases table (flat filter: path + recency + status + name exclusions; sort: focus ASC then file.mtime DESC); renamed “Active Businesses” → “Businesses”; added “Core (all)” row; SDC/FSS rows now link to their new dashboards. A second “Recently Touched Projects” block was added then removed — showed near-everything due to this session’s own mass-editing bumping mtimes, not a query bug
  • MBR/DASHBOARD.md — same Current Focus table pattern, scoped to MBR/ paths
  • SDC/DASHBOARD.md, FSS/DASHBOARD.md — new, minimal, honest per-business dashboards
  • Core/_WorkingOn/Tasks/_DASHBOARD.md → Core/_WorkingOn/Tasks/DASHBOARD.md, MBR/_WorkingOn/Tasks/_DASHBOARD.md → MBR/_WorkingOn/Tasks/DASHBOARD.md (git mv, history preserved)
  • SMTM_System.md — 5 live-documentation references updated to DASHBOARD.md; 2 dated changelog entries (v5.0/v4.0 sections) deliberately left as _DASHBOARD.md — accurate point-in-time record of what was named at the time
  • Core/_WorkingOn/Tasks/_active.md — tracker entries updated across all 3 rounds of this task
  • Core/Processes/Projects/KB-OS/KB-OS-Usage.md — Bases gotcha table: added, then corrected from “unconfirmed” to confirmed findings (nested and/or broken; relative-date arithmetic fine on its own)
  • Core/Processes/Projects/KB-OS/LESSONS.md — 4 lessons added (Bases nesting bug, root-cause isolation approach, recency-view pollution during mass edits, rename-multiplies-duplicate-filenames)
  • Core/Processes/Projects/KB-OS/Tasks/vault-wide-biggest-rocks.md — new task, created + prepped (status: ready) via /task-prep; one clarifying question asked and answered (mechanism: extend Filter+Focus vault-wide)

External repo:

  • ~/ai-config/claude/commands/filter-focus-refresh.md — fixed a stale pre-restructure path (02_Strategy/ → Strategy/), deployed via ~/ai-config/deploy.sh

Gotchas

Section titled “Gotchas”
  • Obsidian Bases: nested and/or filter groups are broken. Confirmed by isolating variables across two fix rounds — see KB-OS-Usage.md and LESSONS.md for the full account. Always use flat and:-only filter lists; one block per path scope instead of combining scopes with or:.
  • Recency-based (“last N days”) views are unreliable right after/during a heavy batch-edit session — the editor’s own housekeeping (git mv, mass reference sweeps) pollutes file.mtime across everything it touches.
  • Renaming toward naming consistency can silently multiply duplicate-filename collision risk — went from 1 ambiguous name to 7 files sharing DASHBOARD.md. Not a reason not to do it (Talbot confirmed the priority), but a standing consequence worth remembering before adding new bare [DASHBOARD](/fss/dashboard/) links anywhere.

Next Steps

Section titled “Next Steps”

None — task closed. Follow-up work continues in vault-wide-biggest-rocks (Core/Processes/Projects/KB-OS/Tasks/, status: ready, awaiting Talbot to /task-start).