NOTEDASHBOARD
JohnnyCasares

Obisidan-Work-Vault

Daily standups and documentation dashboard in obsidian

Obsidian Work Vault

Personal productivity vault for an ERP Application Developer I at Florida International University. Used for daily standups, technical documentation, and project tracking across Boomi, PeopleSoft, Playwright, and related work.


Vault Structure

Obsidian Vault/
├── Dashboard.md          # Homepage — opens on startup
├── Templates/
│   ├── Daily Standup Template.md
│   └── Documentation Template.md
├── Daily Standup/        # One note per workday (excluded from git)
├── Knowledge/            # Technical documentation notes (excluded from git)
├── PEP/                  # Performance evaluation files (excluded from git)
├── Documents/            # ⛔ Sensitive — excluded from git AND .claudeignore
└── .obsidian/            # Plugin configs, themes, settings

Plugins

PluginPurpose
DataviewPowers the dashboard — queries standup notes, knowledge docs, blockers, and calendar
TemplaterRuns templates with dynamic prompts (project picker, auto-rename, date injection)
HomepageOpens Dashboard.md automatically on vault launch
Lean TerminalEmbedded terminal inside Obsidian

Themes available

  • AnuPpuccin
  • Primary
  • Typewriter

Templates

Daily Standup Template

  • Auto-renames the note to Daily Stand-Up YYYY-MM-DD
  • Frontmatter: date, type: standup, tags
  • Sections: Yesterday / Today (checkboxes) / Notes
  • Links back to [[Dashboard]]

Documentation Template

  • Prompts for a title (auto-renames the note)
  • Prompts to pick a project: Boomi / Playwright / PeopleSoft / Change Request / General
  • Frontmatter: date, created, type: knowledge, project, status: active, tags
  • Sections: Summary / Details / Steps-Process / Related
  • Saves into the Knowledge/ folder

Dashboard

Dashboard.md is the vault homepage. It contains:

  • Quick Actions — smart button that creates today's standup (or opens it if already created), plus a New Documentation button
  • Stats — stand-ups this week/month, open blockers, total knowledge docs
  • Calendar — Dataview calendar of standup dates
  • Open Blockers — tasks tagged #blocker that aren't completed
  • Recent Documentation — last 12 knowledge notes with project and status
  • Documentation by Project — filtered lists for Boomi, PeopleSoft, Playwright, Change Requests
  • This Week — standup notes from the last 7 days

Owner Profile

Role: ERP Application Developer I — Florida International University

Responsibilities:

  • PeopleSoft / PantherSoft development (PeopleCode, BI Publisher, SQL queries, EOAW workflows, Integration Broker REST)
  • Boomi integration development — lead developer; builds processes, API services, and manages environment extensions across DEV/STG/PRD
  • Tidal backup administrator — manages scheduled batch jobs on request
  • Playwright test automation — shared GitHub project with Lester covering Travel Authorization flows, CSV-driven test data, and a Streamlit web app for non-CLI users
  • Production support — resolves Change Requests (CRs) end-to-end through all environments
  • PeopleSoft upgrade support (participated in PT 8.61 upgrade)

Tech stack: PeopleSoft · Boomi · GCP · Microsoft Graph API · Oracle SQL · Playwright · Tidal · GitHub


Key Projects (FY 2025-2026)

  • AI Expenses Project — Boomi pipeline routing expense receipts and per diem docs through GCP AI processing back into PeopleSoft via REST
  • FIU FS SharePoint Sync — Boomi process using Microsoft Graph API to sync files to SharePoint; deployed to PRD at v33.0
  • Playwright Automation Framework — modular PeopleSoft test automation with Streamlit UI, co-developed with Lester on GitHub
  • PT 8.61 Upgrade — validated Boomi connections, GL interfaces, and SharePoint reporting post-upgrade

What's Excluded

PathReasonMechanism
Daily Standup/Personal standup notes.gitignore
Knowledge/Personal technical notes.gitignore
PEP/Performance evaluation files.gitignore
Documents/Contains sensitive credentials.gitignore + .claudeignore
.obsidian/workspace.jsonMachine-specific state.gitignore
.obsidian/plugins/lean-terminal/node_modules/Build artifacts.gitignore
.obsidian/plugins/lean-terminal/data.jsonTerminal session history.gitignore
.playwright-mcp/Browser automation session data.gitignore

Rules for AI Sessions

  • Do not read or access Documents/ — it is blocked via .claudeignore for a reason
  • Personal note folders (Daily Standup/, Knowledge/, PEP/) are not in the repo but may exist locally — do not assume they are empty
  • Boomi environment credentials live in Boomi Runtime Management → Environment Extensions, not in vault files
  • The owner's GitHub handle is JohnnyCasares

Related

How to Install

  1. Download the dashboard markdown file from GitHub
  2. Drop it into your vault (anywhere)
  3. Install the Homepage plugin and point it at the file
  4. Enable any listed CSS snippets for the intended look

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Last updated 1mo ago

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