Dex Rollback

What This Command Does

Restores Dex to the version before your last update. Use this if something broke after updating.

When to use:

• Feature you relied on stopped working
• Data looks wrong after update
• System feels unstable
• Want to go back for any reason

Safe to use: Your notes, tasks, and projects are never at risk.

Process

Step 1: Check if Rollback is Possible

A. Verify Git repository

Run: git --version

If Git not found:

❌ Git not detected

Rollback requires Git. Your data is safe, but automated rollback isn't available.

**To manually restore:**
1. If you have a backup folder, copy your data back
2. Or re-download Dex and copy your folders (00-07, System/)

[Show manual restore guide]

B. Check for backup tag

Run: git tag | grep backup-before

If no backup found:

❌ No backup found

Looks like you haven't updated recently, or the backup wasn't created.

Your current version: v1.3.0

Options:
[Download previous version manually]
[Cancel]

C. Identify what version to restore to

Run: git tag | grep backup-before | tail -1

Example: backup-before-v1.3.0 means restore to before v1.3.0 update.

Step 2: Confirm Rollback

🔙 Rollback Dex Update

You're about to restore Dex to the version before your last update.

Current version: v1.3.0
Will restore to: v1.2.0 (last backup)

**What happens:**
✓ Dex features restored to v1.2.0
✓ Your notes, tasks, projects stay as they are
✓ Any new skills from v1.3.0 will be removed

**This is safe:**
• Your data folders (00-07) are not affected
• Your configuration (user-profile, pillars) stays
• You can update again later if you want

[Confirm rollback]
[Cancel]

Step 3: Save Current State

Before rolling back, save any uncommitted changes:

💾 Saving current state...

Run:

git add .
git commit -m "Auto-save before rollback to v1.2.0" || true

Create a "before rollback" tag in case they want to undo the rollback:

git tag before-rollback-$(date +%Y%m%d-%H%M%S)

✓ Current state saved

Step 4: Perform Rollback

🔄 Rolling back to v1.2.0...

Run:

git reset --hard backup-before-v1.3.0

This restores all Dex files to the state before update.

Note: User data folders (00-07) remain untouched because:

1. They're gitignored (not tracked)
2. git reset only affects tracked files

Step 5: Cleanup

A. Remove dependencies from newer version

📦 Cleaning up...

Run:

npm install
pip3 install -r core/mcp/requirements.txt

This ensures dependencies match the older version.

B. Remove migration markers (if exist)

rm -f .migration-v*-complete
rm -f .migration-version

Step 6: Verification

✓ Rollback complete! Now testing...

Quick checks:

1. Verify version in package.json:

   cat package.json | grep version
   

2. Check key files:

   • 03-Tasks/Tasks.md
   • System/user-profile.yaml
   • .claude/skills/daily-plan/SKILL.md

3. Test user profile loads:

   Read System/user-profile.yaml
   

If all pass:

✅ Rollback successful!

If issues:

⚠️ Rollback completed but found an issue

[Details]

Your data is safe. You may want to:
[Report this issue]
[Try rolling back again]
[Continue anyway]

Step 7: Summary

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
✅ Rolled Back: v1.3.0 → v1.2.0
━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Dex restored to: v1.2.0
Your data: All preserved (notes, tasks, projects)

You're back to the version from before your last update.

**What now?**
• Everything should work as before
• You can try updating again later with /dex-update
• If issues persist, try /setup to verify configuration

**Want to report what went wrong?**
[Open issue on GitHub] — Help improve future updates

Undo Rollback (Advanced)

If user rolled back by mistake and wants to go forward again:

Did you roll back by mistake?

We saved your state before rollback. You can restore it:

[Restore to v1.3.0] — Undo this rollback
[Stay on v1.2.0] — Keep rollback

If user chooses restore:

RESTORE_TAG=$(git tag | grep before-rollback | tail -1)
git reset --hard $RESTORE_TAG

Manual Rollback (No Git)

If Git not available or no backup tags:

📥 Manual Rollback Method

To restore an older version without Git:

1. **Download your desired version:**
   
   For v1.2.0:
   https://github.com/davekilleen/dex/releases/tag/v1.2.0
   
   Click "Source code (zip)"

2. **Copy your data:**
   
   From CURRENT Dex, copy to DOWNLOADED Dex:
   
   ✓ System/user-profile.yaml
   ✓ System/pillars.yaml
   ✓ 00-Inbox/
   ✓ 01-Quarter_Goals/
   ✓ 02-Week_Priorities/
   ✓ 03-Tasks/
   ✓ 04-Projects/
   ✓ 05-Areas/
   ✓ 07-Archives/
   ✓ .env (if exists)

3. **Replace folders:**
   
   • Move current Dex folder to trash (or rename to dex-old)
   • Rename downloaded folder to 'dex'
   • Open in Cursor

4. **Verify:**
   
   Run /setup to check everything works

[See version history] — All Dex releases
[Copy instructions]

Rollback Limitations

What rollback restores:

• ✓ Dex skills
• ✓ MCP servers
• ✓ Core features
• ✓ Documentation

What rollback preserves (doesn't touch):

• ✓ Your notes (00-Inbox, 04-Projects, 05-Areas)
• ✓ Your tasks (03-Tasks/)
• ✓ Your configuration (user-profile, pillars)
• ✓ Your API keys (.env)

What you might lose:

• ⚠️ New features added since v1.2.0
• ⚠️ Bug fixes introduced in v1.3.0
• ⚠️ New skills that came with update

Troubleshooting

"Rollback completed but /daily-plan doesn't work"

Likely MCP servers need restart:

1. Close Cursor completely
2. Reopen your Dex folder
3. Try /daily-plan again

"My tasks look different after rollback"

Your task data is unchanged. What might look different:

• Task display format (if update changed rendering)
• Task sorting (if update changed logic)

Your actual tasks are safe. Check 03-Tasks/Tasks.md directly - everything is there.

"Can I rollback multiple versions?"

Yes, if backups exist:

git tag | grep backup-before

Shows all available backups:

backup-before-v1.1.0
backup-before-v1.2.0
backup-before-v1.3.0

To rollback to specific version:

git reset --hard backup-before-v1.1.0

But easier: tell /dex-rollback which version you want, and it handles it.

Prevention Better Than Cure

To avoid needing rollback:

1. Read release notes before updating

   • Run /dex-whats-new first
   • Check for breaking changes warning
   • Understand what's changing

2. Update during low-stakes time

   • Not right before important meeting
   • Not during crunch deadline
   • Give yourself time to test

3. Test after updating

   • Run /daily-plan
   • Open a person page
   • Check key workflows

4. Keep regular backups

   • Use Time Machine (Mac) or File History (Windows)
   • Or manually copy Dex folder weekly

Related Commands

• /dex-update - Update to latest version
• /dex-whats-new - Check what's available
• /setup - Verify Dex configuration

Philosophy

Rollback should be:

• One command away
• Always available
• Completely safe
• No data loss ever

User confidence: "I can try updates knowing I can undo them instantly"

No shame in rolling back: Updates should improve things. If they don't for you, rolling back is the right choice. Help us by reporting what went wrong.