Obsidian Multi Env SetupSAFE

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---
name: obsidian-multi-env-setup
description: 'Configure multiple Obsidian environments for development, testing, and
  production.

  Use when managing separate vaults, testing plugin versions,

  or establishing a proper development workflow with isolated environments.

  Trigger with phrases like "obsidian environments", "obsidian dev vault",

  "obsidian testing setup", "multiple obsidian vaults".

  '
allowed-tools: Read, Write, Edit, Bash(mkdir:*), Bash(ln:*)
version: 1.13.0
license: MIT
author: Jeremy Longshore <[email protected]>
tags:
- saas
- obsidian
- testing
- workflow
compatibility: Designed for Claude Code
---
# Obsidian Multi-Environment Setup

## Overview

Configure separate development, testing, and production vaults for Obsidian plugin work. Covers vault templates for team onboarding, environment-specific plugin settings, sync strategies, and `.obsidian/` directory management across environments.

## Prerequisites

- Obsidian desktop app installed
- Node.js 18+ and npm/pnpm for plugin builds
- Git for version control (recommended)
- Basic understanding of symlinks and file system operations

## Instructions

### Step 1: Create the Environment Structure

Set up three isolated vaults -- dev, test, and prod:

```bash
# Base directory for all environments
mkdir -p ~/obsidian-envs/{dev,test,prod}

# Dev vault: your working vault with symlinked plugin source
mkdir -p ~/obsidian-envs/dev/.obsidian/plugins/your-plugin
mkdir -p ~/obsidian-envs/dev/sandbox  # scratch notes for testing

# Test vault: clean environment for QA
mkdir -p ~/obsidian-envs/test/.obsidian/plugins/your-plugin
mkdir -p ~/obsidian-envs/test/test-data

# Prod vault: mirrors real user setup
mkdir -p ~/obsidian-envs/prod/.obsidian/plugins/your-plugin
```

### Step 2: Symlink Plugin Source for Development

In the dev vault, symlink your plugin's build output so changes appear immediately:

```bash
# Remove the empty plugin directory in dev
rm -rf ~/obsidian-envs/dev/.obsidian/plugins/your-plugin

# Symlink to your plugin's repo (contains manifest.json, main.js, styles.css)
ln -s /path/to/your-plugin ~/obsidian-envs/dev/.obsidian/plugins/your-plugin
```

For hot reload during development, use the [Hot Reload plugin](https://github.com/pjeby/hot-reload):

```bash
# Clone hot-reload into dev vault's plugins
git clone https://github.com/pjeby/hot-reload.git \
  ~/obsidian-envs/dev/.obsidian/plugins/hot-reload
```

Then enable both your plugin and hot-reload in `.obsidian/community-plugins.json`:

```json
["your-plugin", "hot-reload"]
```

### Step 3: Environment-Specific Plugin Settings

Each vault gets its own `data.json` for your plugin. Create a config factory:

```typescript
// config/environments.ts
interface PluginConfig {
  debugMode: boolean;
  logLevel: 'debug' | 'info' | 'warn' | 'error';
  apiEndpoint: string;
  featureFlags: Record<string, boolean>;
}

const ENV_CONFIGS: Record<string, Partial<PluginConfig>> = {
  dev: {
    debugMode: true,
    logLevel: 'debug',
    apiEndpoint: 'http://localhost:3000',
    featureFlags: { experimentalEditor: true, betaSync: true },
  },
  test: {
    debugMode: true,
    logLevel: 'info',
    apiEndpoint: 'https://staging.api.example.com',
    featureFlags: { experimentalEditor: true, betaSync: false },
  },
  prod: {
    debugMode: false,
    logLevel: 'error',
    apiEndpoint: 'https://api.example.com',
    featureFlags: {},
  },
};

export function detectEnvironment(vaultPath: string): string {
  if (vaultPath.includes('obsidian-envs/dev')) return 'dev';
  if (vaultPath.includes('obsidian-envs/test')) return 'test';
  return 'prod';
}

export function getConfig(env: string): PluginConfig {
  const defaults: PluginConfig = {
    debugMode: false,
    logLevel: 'error',
    apiEndpoint: '',
    featureFlags: {},
  };
  return { ...defaults, ...ENV_CONFIGS[env] };
}
```

Use it in your plugin's `onload()`:

```typescript
async onload() {
  const vaultPath = (this.app.vault.adapter as any).basePath;
  const env = detectEnvironment(vaultPath);
  const config = getConfig(env);
  console.log(`[your-plugin] Running in ${env} mode`);

  if (config.debugMode) {
    // Register debug commands only in dev/test
    this.addCommand({
      id: 'dump-state',
      name: 'Dump Plugin State (debug)',
      callback: () => console.log(JSON.stringify(this.settings, null, 2)),
    });
  }
}
```

### Step 4: Vault Templates for Team Onboarding

Create a template vault that new team members clone:

```
vault-template/
  .obsidian/
    app.json              # Standard app settings
    appearance.json       # Theme and font settings
    hotkeys.json          # Team-standard keybindings
    community-plugins.json  # Approved plugin list
    plugins/              # Pre-configured plugin data.json files
      dataview/data.json
      templater-obsidian/data.json
  templates/              # Note templates (daily, meeting, project)
    daily.md
    meeting.md
    project-kickoff.md
  README.md               # Vault orientation guide
```

Script to provision a new team member's vault:

```bash
#!/bin/bash
# provision-vault.sh <username> <role>
USERNAME=$1
ROLE=${2:-editor}

VAULT_DIR=~/obsidian-team-vaults/$USERNAME
cp -r vault-template "$VAULT_DIR"

# Inject user-specific settings
cat > "$VAULT_DIR/.obsidian/plugins/rbac-plugin/data.json" <<EOF
{
  "userEmail": "${USERNAME}@company.com",
  "role": "${ROLE}"
}
EOF

echo "Vault provisioned at $VAULT_DIR for $USERNAME ($ROLE)"
```

### Step 5: Sync Strategies

Choose based on your team's needs:

**Git sync** (best for plugin developers):

```bash
cd ~/obsidian-envs/prod
git init
cat > .gitignore <<'EOF'
.obsidian/workspace.json
.obsidian/workspace-mobile.json
.obsidian/cache
.trash/
EOF
git add -A && git commit -m "Initial vault state"
```

Pair with the [Obsidian Git plugin](https://github.com/denolehov/obsidian-git) for auto-commit/push on a schedule.

**Obsidian Sync** (best for non-technical teams): Configure in Settings > Sync. Se

SAFEgrade B · trust 89/100 Nothing in the source contradicts what it says it does. Grade A is reserved for packages that have also passed the behavioural sandbox.

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