Bootstrap New Day
Create a new daily project folder with the complete directory structure, documentation, and prompts needed for stock transaction screenshot processing.
Overview
This skill automates the creation of daily project folders (format: YYYY_MM_DD) on the user's Desktop with:
- •Standard directory structure for OCR, segmentation, and AI-generated outputs
- •Copied documentation and task prompts from the previous day
- •Optional stock mappings file (ask user if not specified)
- •Automatically opens
known_issues.txtin VS Code for user editing
Workflow
Step 1: Determine the New Day Folder Name
Ask the user for the target date if not already provided:
What date should I bootstrap? (Format: YYYY_MM_DD)
Set the folder path:
NEW_DAY_FOLDER=~/Desktop/YYYY_MM_DD
Step 2: Find the Most Recent Previous Day Folder
Locate the most recent existing day folder to use as a template:
# Find all existing day folders on Desktop ls -d ~/Desktop/20??_??_?? | sort -r | head -1
Set this as PREV_DAY_FOLDER.
Step 3: Create Directory Structure
Create the following directory structure:
mkdir -p ${NEW_DAY_FOLDER}/{.claude/skills,soto_docs,prompts,ocr_outputs,segmentation_outputs,ai/{generated_code,generated_doc,generated_data,generated_script}}
Directory purposes:
- •
.claude/skills/- Claude configuration and local skills - •
soto_docs/- Task documentation and workflow guides - •
prompts/- Stock-specific OCR prompts (stock4-12) - •
ocr_outputs/- OCR extraction results - •
segmentation_outputs/- Image segmentation outputs - •
ai/generated_code/- Reusable code and functions - •
ai/generated_doc/- Documentation and reports - •
ai/generated_data/- Processed data files - •
ai/generated_script/- Throwaway one-time scripts
Step 4: Copy Documentation and Prompts
Copy all documentation from the previous day:
# Copy documentation files
cp -r ${PREV_DAY_FOLDER}/soto_docs/* ${NEW_DAY_FOLDER}/soto_docs/
# Copy stock prompts (stock4_prompt.txt through stock12_prompt.txt)
cp -r ${PREV_DAY_FOLDER}/prompts/* ${NEW_DAY_FOLDER}/prompts/
# Copy .claude config if exists
cp -r ${PREV_DAY_FOLDER}/.claude/* ${NEW_DAY_FOLDER}/.claude/ 2>/dev/null || true
Step 5: Handle Stock Mappings (ASK USER)
CRITICAL: If the user did NOT explicitly mention stock mappings, ask:
Should I copy the stock mappings from ${PREV_DAY}? (yes/no)
If yes:
cp ${PREV_DAY_FOLDER}/stock_mappings.txt ${NEW_DAY_FOLDER}/stock_mappings.txt
If no:
touch ${NEW_DAY_FOLDER}/stock_mappings.txt
Step 6: Create Initial Files
Create CLAUDE.md:
<!-- [Created by Claude: ${YOUR_AGENT_ID}] -->
# ${NEW_DAY} Project
**Trading Date**: ${HUMAN_READABLE_DATE}
## Overview
This is a daily project folder for processing stock transaction screenshots and related analysis.
## Stock Mappings
See `stock_mappings.txt` for the mapping of stock codes.
## Directory Structure
- `viber_image_*.jpg` - Raw screenshot images from Viber
- `ocr_outputs/` - OCR extraction results
- `segmentation_outputs/` - Image segmentation results
- `soto_docs/` - Documentation and reference materials
- `prompts/` - Agent prompts and instructions
- `ai/` - AI-generated outputs
- `generated_code/` - Reusable code
- `generated_doc/` - Documentation and reports
- `generated_data/` - Processed data
- `generated_script/` - Throwaway scripts
## Work Logs
See `work_logs.md` for daily progress tracking.
Create work_logs.md:
<!-- [Created by Claude: ${YOUR_AGENT_ID}] -->
# Work Logs - ${NEW_DAY}
## Session 1
**Agent ID**: ${YOUR_AGENT_ID}
**Date**: ${CURRENT_DATE}
**Task**: Bootstrapped project folder
### Actions
- Created directory structure
- Copied documentation and prompts from ${PREV_DAY}
- ${STOCK_MAPPINGS_ACTION}
- Initialized CLAUDE.md, work_logs.md, known_issues.txt
### Status
Ready for work
Create empty known_issues.txt:
touch ${NEW_DAY_FOLDER}/known_issues.txt
DO NOT copy or overwrite this file from the previous day.
Step 7: Review Documentation for Date Updates
CRITICAL: After copying documentation, remind the user to check these files for date-specific content:
High Priority (Must Update):
- •
soto_docs/ocr_prompt_for_gemini.md(Priority: 10/10)- •Contains date-specific references in the OCR prompt
- •Search for previous date (e.g., "2026_01_22") and update to new date (e.g., "2026_01_23")
- •The prompt instructs agents to
cd ~/Desktop/${DATE}/- this MUST be updated
- •
prompts/stock*_prompt.txt(Priority: 10/10)- •Each stock prompt contains date-specific paths
- •Search for previous date folder references and update to new date
- •Example: Change
cd ~/Desktop/2026_01_22tocd ~/Desktop/2026_01_23
- •
soto_docs/workflow_daily_pipeline.md(Priority: 8/10)- •May contain date-specific examples or commands
- •Review and update any hardcoded dates or paths
Medium Priority (Review Recommended):
- •
soto_docs/task_fabricate_pickle.md(Priority: 6/10)- •May contain examples with specific dates
- •Update example commands if they reference the old day
- •
soto_docs/task_segment_stock.md(Priority: 5/10)- •Check for date-specific file paths in examples
- •
soto_docs/task_rename_segmentation.md(Priority: 5/10)- •Verify no hardcoded dates in example commands
Lower Priority (Optional Review):
- •
soto_docs/task_detect_stock_split.md(Priority: 3/10)- •Generally date-agnostic, but check if examples reference specific dates
- •
soto_docs/task_segment_stock_text.md(Priority: 3/10)- •Usually date-agnostic
- •
soto_docs/task_segment_verification.md(Priority: 2/10)- •Typically no date-specific content
Step 8: Open known_issues.txt in VS Code
CRITICAL FINAL STEP: Automatically open known_issues.txt for user editing:
\code ${NEW_DAY_FOLDER}/known_issues.txt
Note: \code is the alias for VS Code. This allows the user to immediately edit the known issues file.
Step 9: Report Completion
Provide a summary to the user:
✅ Bootstrapped ${NEW_DAY} folder successfully!
📁 Location: ~/Desktop/${NEW_DAY}
📋 What was created:
- Directory structure (ai/, soto_docs/, prompts/, ocr_outputs/, segmentation_outputs/)
- CLAUDE.md with project overview
- work_logs.md initialized
- stock_mappings.txt ${COPIED_OR_EMPTY}
- known_issues.txt (opened in VS Code for your editing)
📚 Copied from ${PREV_DAY}:
- All soto_docs/ task documentation (8 files)
- All prompts/ files (stock4-12 prompts)
- .claude/ configuration
⚠️ REQUIRED EDITS - Update dates in these files:
[List files from Step 7 with priority ratings]
🔍 Next Steps:
1. Edit known_issues.txt (already open in VS Code)
2. Review and update date references in the files listed above
3. Add viber_image_*.jpg screenshots to the folder
4. Begin OCR processing workflow
Required Edits Checklist
After bootstrapping, the agent MUST inform the user to update these files:
Must Update (Priority 10/10)
| File | What to Update | Why Critical |
|---|---|---|
soto_docs/ocr_prompt_for_gemini.md | Change all cd ~/Desktop/YYYY_MM_DD commands to new date | OCR scripts will fail if they cd to wrong directory |
prompts/stock4_prompt.txt through stock12_prompt.txt | Update date in file paths and commands | Prompts reference specific day folders |
Should Update (Priority 6-8/10)
| File | What to Update | Why Important |
|---|---|---|
soto_docs/workflow_daily_pipeline.md | Update example dates and paths | Examples should reflect current day |
soto_docs/task_fabricate_pickle.md | Update example commands with date | Prevents confusion when following examples |
Optional Review (Priority 2-5/10)
| File | What to Check |
|---|---|
soto_docs/task_segment_stock.md | Check for hardcoded date paths |
soto_docs/task_rename_segmentation.md | Verify example paths are date-agnostic or current |
soto_docs/task_detect_stock_split.md | Review for date-specific examples |
Reading List for Agents
Before executing this skill, agents should read these materials in priority order:
| Priority | File | Purpose | When to Read |
|---|---|---|---|
| 10/10 | This SKILL.md | Complete workflow understanding | Always - before execution |
| 8/10 | soto_docs/workflow_daily_pipeline.md | Understand the overall daily workflow context | To understand why this folder structure exists |
| 6/10 | soto_docs/ocr_prompt_for_gemini.md | See what needs date updating | Before Step 7 (review edits) |
| 5/10 | prompts/stock4_prompt.txt (sample) | Understand prompt structure | To know what date references to expect |
| 4/10 | Previous day's CLAUDE.md | Template for new CLAUDE.md | Before creating CLAUDE.md |
| 3/10 | Previous day's work_logs.md | Template for new work_logs.md | Before creating work_logs.md |
| 2/10 | Stock mappings file (if exists) | Know what to copy | Only if copying stock mappings |
Important Notes
DO NOT Overwrite
- •NEVER copy
known_issues.txtfrom the previous day - •Always create an empty
known_issues.txtand open it for user editing
Always Ask About Stock Mappings
Unless the user explicitly mentions stock mappings in their request, always ask whether to copy them from the previous day.
Date Format
- •Folder name:
YYYY_MM_DD(e.g.,2026_01_23) - •Human-readable date in CLAUDE.md: "January 23, 2026"
VS Code Alias
The command \code is an alias for VS Code. If it fails, fall back to:
code ${NEW_DAY_FOLDER}/known_issues.txt
Or inform the user to open it manually.