Casefile

Jira-style case & SOC incident tracking, natively in your Obsidian vault. Cases and tasks are plain markdown with YAML frontmatter — portable, searchable, version-controllable, fully offline. No services, no accounts.

Built for a solo SOC analyst's daily shift: triage fast, keep an honest audit trail, hand over cleanly.

What's inside

Case tracking

• Issue keys (SOC-12) — stable, immutable case addresses, with a global Open case… command (fuzzy search over every key + recently opened cases)
• Issue types with epic pills; per-project statuses and custom fields
• Kanban with swimlanes, WIP limits (editable in settings), collapsible columns that still accept drops, and buckets + backlog for planning
• Table view with sorting, inline editing, and bulk actions — including bulk set-severity / set-verdict for alert storms
• Query bar with a JQL-lite grammar (sev:>=high sla:breached ioc:evil[.]com), a built-in syntax popover, live match counts, and saved views
• Right-leaf task detail panel with debounced autosave; Gantt and dashboard views for the bigger picture

SOC pack

• Severity (the single urgency dial, on any task type) and verdict, with a close-guard so incidents can't be closed without a verdict
• Per-severity SLA policies with live countdown chips (board, table, detail panel and modal) and breach notices
• IOC table: bulk paste straight from a report (defanged values are refanged, typed, and deduplicated automatically), rendered defanged everywhere, one-click defanged block export, and an ioc: pivot to find an indicator across cases
• Incident lifecycle stamps (detected / responded / contained / resolved) with an append-only, per-task activity timeline — nothing edits history
• Comments, kept structurally separate from factual fields
• Reports: status/severity breakdowns, SLA compliance, and mean/median time-to-respond / contain / resolve per severity (archived cases included — archiving never erases history)
• One-command shift handover note, including each open incident's defanged indicators

Data format

One case/task = one markdown file (pm-project / pm-task frontmatter), stored under Cases/ and Tasks/<case>/. If any other plugin that reads the same pm-project/pm-task frontmatter is ever installed in the same vault, keep it disabled while Casefile is enabled: both would write the same files.

Works alongside SOC Toolkit: descriptions are plain notes, so its defang and IP-reputation commands work inside them.

Install

See INSTALL.md — corepack pnpm package builds a portable offline bundle for any vault on any machine.

License

MIT — see LICENSE. Release history in CHANGELOG.md.