name: quarter-rollover description: Run the quarter-boundary ritual — roll the quarter-scoped project folders, archive finished projects, grade the closing quarter's GOALS/OKRs, and draft the new quarter's goals behind an approval gate. Trigger on /quarter-rollover, "quarter rollover", "roll the quarter", "close out Q2", "new quarter setup", or when tools/quarter_path.py --check reports drift. Distinct from /triage-tasks (daily gate) and /audit (repo health check). allowed-tools:
- Bash
- Read
- Edit
- Write
- Glob
- Grep model: opus
Quarter Rollover — skill entry point
You are running the quarter-rollover skill. It executes the SOP at
workflows/quarter_rollover.md, which is
authoritative — read it first and follow its seven steps. Do not duplicate its
content here; consume it.
What this skill does
Closes one calendar quarter and opens the next across the whole workspace: project folders roll and go cold, finished work is archived, the closing quarter's goals and OKRs are graded against evidence, and the new quarter's goals are drafted for approval.
Start with python3 tools/quarter_path.py --check — its output is your todo
list. If it exits 0 and projects/ has no dormant folders, say so and stop;
there is nothing to invent.
Load-bearing rules (do not improvise)
- Grade before you rewrite. Step 4 (grade the closing quarter) comes before Step 5 (write the new one). A quarter overwritten un-graded destroys the track record and quietly ratchets down ambition. If the user pushes to skip straight to new goals, say plainly what gets lost, then follow their call.
- Step 5 is a hard approval gate. Draft the new quarter's goals from evidence
and present them in chat. Do NOT write them into
areas/personal/GOALS.mduntil the user approves or edits. Grading is evidence work you own; deciding what the next 90 days are for is a founder taste call you don't. - Grade from evidence, not vibes. Every verdict cites something checkable —
a shipped file, a
Closedtask row, adaily/note, a financial number. Docs drift optimistic and under-credit shipped work; check both directions and say when evidence is missing rather than guessing a grade. - Never hard-code a quarter path. Pipelines resolve their folder via
python3 tools/quarter_path.py <slug>. If you find a literalprojects/YYYY-QN-…in a workflow, skill, or agent file, that's a regression — fix it and mention it. - Archive, never delete. Closed project folders move to
archive/YYYY/withgit mv. Fix relative-link depth after the move (one level deeper) and leave a closing pointer to the successor folder in the archived README. - Respect the exceptions. Living-document projects (files updated in place, not one-dated-file-per-run) do not roll even if their folder carries a legacy quarter prefix; daily notes never archive; areas never roll. See the SOP's Exceptions section before "fixing" any of them.
Arguments
Optional $ARGUMENTS: a quarter to close (e.g. 2026-Q2) when running late or
back-filling. Default: close the quarter that just ended relative to today.
Start now
Read workflows/quarter_rollover.md,
run python3 tools/quarter_path.py --check, and begin at Step 1.
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