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README.org

This is my personal emacs config. It is quite massive. Please use the table of contents below for easy navigation ;)

overview

features and use cases

  • full GTD implementation with org-mode to help me stay organized
  • unified interface for common linux tools (dired, shell, git, ediff)
  • fully customizable email client with mu4e
  • optimizations for some of my favorite languages (R, Lisp, Haskell, Lua, Python)
  • document preparation with latex

for new users

Feel free to take bits and pieces for your own configuration file. Like many things in emacs, the config file is quite self documenting; however, there are some useful ramblings that decribe why I made some design choices over others. As someone who learned from countless emacs configs of other experienced users, I thought it was extremely beneficial to see the thought process behind their workflow and code, and I hope my annotations pay that forward. Finally, please don't just blindly copy this config into your ~/.emacs.d. I don't care if you do, but you will learn more if you build from scratch.

config structure

The "config file" is actually two files.

The "root" is init.el which is the file explicitly loaded by emacs. Most users have their entire config in this file but I put most of my actuall settings in another file as explained in the next paragraph. Here init.el has minimum functionality, including setting the repositories, configuring use-package (which installs all other packages and ensures they are available, useful if I move this elsewhere), and load paths for other config file.

Once loaded, the init.el pulls in another file called conf.el with the function org-babel-load-file. conf.el is actually sourced from an org file called conf.org.

Using an org file like this offers several advantages. First, org files are foldable in emacs which makes navigation easy. Second, they allow code snippets (the bit that actually go into conf.el) which allows for explanatory prose to be written around them, making documentation easy and clear. Third, org-mode has an automatic table of contents through the toc-org package, which makes naviagation even easier. Fourth, github itself is awesome enough to recognize org files as valid markdown and will render all the text, code snippets, headers, and table of contents in the nice html that you are reading now if on github. The result is a nearly self-documenting, self-organizing configuration that is easy to maintain and also easy to view for other users. Using the init.el itself would just have plain eLisp, which gets cluttered quickly. Some people break the init.el down into multiple files to keep everything sane, but I personally think it is easier to use one giant file that itself can be folded and abstracted to reduce the clutter.

library

This is code that is used generally throughout the emacs config

macros

;; lovingly stolen from aaron harris
(defmacro nd/with-advice (adlist &rest body)
  "Execute BODY with temporary advice in ADLIST.

Each element of ADLIST should be a list of the form
  (SYMBOL WHERE FUNCTION [PROPS])
suitable for passing to `advice-add'.  The BODY is wrapped in an
`unwind-protect' form, so the advice will be removed even in the
event of an error or nonlocal exit."
  (declare (debug ((&rest (&rest form)) body))
           (indent 1))
  `(progn
     ,@(mapcar (lambda (adform)
                 (cons 'advice-add adform))
               adlist)
     (unwind-protect (progn ,@body)
       ,@(mapcar (lambda (adform)
                   `(advice-remove ,(car adform) ,(nth 2 adform)))
                 adlist))))

functions

(defun nd/filter-list-prefix (prefix str-list)
  "Return a subset of STR-LIST whose first characters are PREFIX."
  (seq-filter (lambda (i)
                (and (stringp i)
                     (string-prefix-p prefix i)))
              str-list))

(defun nd/move-key (keymap-from keymap-to key)
  "Move KEY from KEYMAP-FROM keymap to KEYMAP-TO keymap."
  (define-key keymap-to key (lookup-key keymap-from key))
  (define-key keymap-from key nil))

(defun nd/get-apps-from-mime (mimetype)
  "Return all applications that can open a given MIMETYPE.
The list is comprised of alists where pairs are of the form (name . command)."
  (let* ((case-fold-search nil)
         (mime-regex (concat "^MimeType=.*" mimetype ";.*$"))
         (desktop-dirs '("/usr/share/applications"
                         "/usr/local/share/applications"
                         "~/.local/share/applications"))
         (desktop-files (mapcan (lambda (d) (directory-files d t ".*\\.desktop" t)) desktop-dirs))
         (app-list))
    (dolist (file desktop-files app-list)
      (with-temp-buffer
        (insert-file-contents file)
        (let* ((tb (buffer-string)))
          (if (string-match mime-regex tb)
              (let* ((exec (progn (string-match "^Exec=\\(.*\\)$" tb)
                                  (match-string 1 tb)))
                     (name (or
                            (progn (string-match "^Name=\\(.*\\)$" tb)
                                   (match-string 1 tb))
                            exec)))
                (setq app-list (cons `(,name . ,exec) app-list)))))))))

(defun nd/get-apps-bulk-from-mime (mimetype)
  "Like `nd/get-apps-from-mime' but only includes apps that can open
multiple files at once for given MIMETYPE."
  (let ((case-fold-search nil))
    (seq-filter (lambda (a) (string-match ".*%[FU].*" (car a))) (nd/get-apps-from-mime mimetype))))
    
(defun nd/execute-desktop-command (cmd file)
  "Opens FILE using CMD in separate process where CMD is from a 
desktop file exec directive."
  (let* ((cmd-arg (replace-regexp-in-string "%[fuFU]" file cmd t t)))
    (call-process-shell-command (concat cmd-arg " &"))))
  
(defun nd/get-mime-type (file)
  "Get the mime type of FILE."
  (let* ((cmd (concat "file --mime-type -b " file))
         (mt (shell-command-to-string cmd)))
    (replace-regexp-in-string "\n\\'" "" mt)))

(defvar nd/device-mount-dir (concat "/media/" (user-login-name)))

(defun nd/get-mounted-directories (&optional mount-path)
  "Scan MOUNT-PATH (defaults to /media/$USER for devices that have
been mounted by udevil."
  (seq-filter #'file-directory-p (directory-files nd/device-mount-dir t "^\\([^.]\\|\\.[^.]\\|\\.\\..\\)")))

(defun nd/device-mountable-p (devpath)
  "Returns label or uuid if device at DEVPATH is has a readable 
filesystem and is a usb drive."
  (let ((devprops (shell-command-to-string (concat "udevadm info --query=property " devpath))))
    (and (string-match-p (regexp-quote "ID_FS_TYPE") devprops)
         (string-match-p (regexp-quote "ID_BUS=usb") devprops)
         (progn
           (or (string-match "ID_FS_LABEL=\\(.*\\)\n" devprops)
               (string-match "ID_FS_UUID=\\(.*\\)\n" devprops))
           (match-string 1 devprops)))))

(defun nd/get-mountable-devices ()
  "Return paths of all mountable devices. (see `nd/device-mountable-p')."
  (seq-filter #'car
              (mapcar (lambda (d) `(,(nd/device-mountable-p d) . ,d))
                      (directory-files "/dev" t "sd.[0-9]+"))))

(defun nd/mount-device (dev &rest opts)
  "Mount device DEV using udevil."
  (call-process "udevil" nil nil nil "mount" dev))

(defun nd/get-mountpoint (dev)
  "Get the filesystem mountpoint for device DEV."
  (let ((mp (shell-command-to-string (concat "printf %s \"$(findmnt -n -o TARGET " dev ")\""))))
    (and (not (equal "" mp)) mp)))

(defun nd/print-args (orig-fun &rest args)
  "Prints ARGS of ORIG-FUN. Intended as :around advice."
  (print args)
  (apply orig-fun args))

(defun nd/plist-put-append (plist prop value &optional front)
  "Like `plist-put' but append VALUE to current values in PLIST for PROP.
If FRONT is t, append to the front of current values instead of the back."
  (let* ((cur (plist-get plist prop))
         (new (if front (append value cur) (append cur value))))
    (plist-put plist prop new)))

(defun nd/plist-put-list (plist prop value &optional front)
  "Like `plist-put' but append (list VALUE) to current values in PLIST for PROP.
If FRONT is t, do to the front of current values instead of the back."
  (let* ((cur (plist-get plist prop))
         (new (if front (append (list value) cur) (append cur (list value)))))
    (plist-put plist prop new)))

(defun nd/strip-string (str)
  "Remove text properties and trim STR and return the result."
  (when str (string-trim (substring-no-properties str))))

interactive

(defun nd/split-and-follow-horizontally ()
  "Split window horizontally and move focus."
  (interactive)
  (split-window-below)
  (balance-windows)
  (other-window 1))

(defun nd/split-and-follow-vertically ()
  "Split window vertically and move focus."
  (interactive)
  (split-window-right)
  (balance-windows)
  (other-window 1))
    
(defun nd/switch-to-previous-buffer ()
  "Switch the buffer to the last opened buffer."
  (interactive)
  (switch-to-buffer (other-buffer (current-buffer) 1)))
  
(defun nd/config-reload ()
  "Reloads main configuration file at runtime."
  (interactive)
  (org-babel-load-file nd/conf-main))

(defun nd/config-visit ()
  "Opens the main conf.org file (the one that really matters)."
  (interactive)
  (find-file nd/conf-main))

(defun nd/kill-current-buffer ()
  "Kill the current buffer."
  (interactive)
  (kill-buffer (current-buffer)))

(defun nd/close-all-buffers ()
  "Kill all buffers without regard for their origin."
  (interactive)
  (mapc 'kill-buffer (buffer-list)))

(defun nd/org-close-all-buffers ()
  "Kill all org buffers."
  (interactive)
  (mapc 'kill-buffer (org-buffer-list)))

(defun nd/open-urxvt ()
  "Launch urxvt in the current directory."
  (interactive)
  (let ((cwd (expand-file-name default-directory)))
    (call-process "urxvt" nil 0 nil "-cd" cwd)))

user interface

The general look and feel, as well as interactive functionality

theme

This theme has good functionality for many different modes without being over-the-top or overly complex. It also comes with an easy way to set custom colors.

(use-package spacemacs-theme
  :ensure t
  :defer t
  :config
  (setq spacemacs-theme-custom-colors '((lnum . "#64707c"))))

Since I run emacs in client/server mode, the loaded theme can change depending on if the client is a terminal or server (terminals have far fewer colors). This makes the theme reset when terminal is loaded before gui or vice versa.

(defvar nd/theme 'spacemacs-dark)
(defvar nd/theme-window-loaded nil)
(defvar nd/theme-terminal-loaded nil)

;; required for emacsclient/daemon setup
(if (daemonp)
    (add-hook 'after-make-frame-functions
              (lambda (frame)
                (select-frame frame)
                (if (window-system frame)
                    (unless nd/theme-window-loaded
                      (if nd/theme-terminal-loaded
                          (enable-theme nd/theme)
                        (load-theme nd/theme t))
                      (setq nd/theme-window-loaded t))
                  (unless nd/theme-terminal-loaded
                    (if nd/theme-window-loaded
                        (enable-theme nd/theme)
                      (load-theme nd/theme t))
                    (setq nd/theme-terminal-loaded t)))))
  (progn
    (load-theme nd/theme t)
    (if (display-graphic-p)
        (setq nd/theme-window-loaded t)
      (setq nd/theme-terminal-loaded t))))

modeline

This modeline goes along with the spacemacs-theme. It also has nice integration with evil-mode (see keybindings below).

(use-package spaceline
  :ensure t
  :config
  (require 'spaceline-config)
  (setq powerline-default-separator 'arrow
        spaceline-buffer-size-p nil
        spaceline-buffer-encoding-abbrev-p nil)
  (spaceline-spacemacs-theme))

(line-number-mode 1)
(column-number-mode 1)

delight

I like to keep the modeline clean and uncluttered. This package prevents certain mode names from showing in the modeline (it also has support for use-package through the :delight keyword)

(use-package delight
  :ensure t)

remove interface bars

Emacs comes with some useless garbage by default. IMHO (in my haughty opinion), text editors should be boxes with text in them. No menu bars, scroll bars, or toolbars (and certainly no ribbons).

(tool-bar-mode -1)
(menu-bar-mode -1)
(scroll-bar-mode -1)

startup screen

I don't need the startup screen; scratch buffer is fine. This may change in the future.

(setq inhibit-startup-screen t)

windows

popup windows

Some modes like to make popup windows (eg ediff). This prevents that.

(setq pop-up-windows nil)

ace-window

This is an elegant window selector. It displays a number in the corner when activated, and windows may be chosen by pressing the corresponding number. Note that spacemacs fails to make the numbers look nice so the theme code is a workaround to make them smaller and prettier.

(use-package ace-window
  :ensure t
  :config
  (setq aw-background t)
  (custom-set-faces '(aw-leading-char-face 
                      ((t (:foreground "#292b2e"
                           :background "#bc6ec5"
                           :height 1.0
                           :box nil))))))

navigation

helm

One of the best packages for emacs. Helm is basically a search and completion engine (other exanples being ido-mode and ivy-mode) which is mainly used for finding files and selecting commands (which are obviously used often). It also integrates well with many other modes such as evil-mode and org-mode.

(use-package helm
  :ensure t
  :delight
  :init
  (helm-mode 1)
  :config
  (setq helm-autoresize-max-height 0
        helm-autoresize-max-height 40
        helm-M-x-fuzzy-match t
        helm-buffers-fuzzy-matching t
        helm-recentf-fuzzy-match t
        helm-semantic-fuzzy-match t
        helm-imenu-fuzzy-match t
        helm-scroll-amount 8)
  (add-to-list 'display-buffer-alist
               `(,(rx bos "*helm" (* not-newline) "*" eos)
                 (display-buffer-in-side-window)
                 (inhibit-same-window . t)
                 (window-height . 0.4)))
  (helm-autoresize-mode 1)
  (require 'helm-config))

helm-swoop

(use-package helm-swoop
  :ensure t)

avy

Allows jumping to any character in any window with a few keystrokes. Goodbye mouse :)

  (use-package avy
    :ensure t
    :config
    (setq avy-background t))

cursor

This makes a nice glowy effect on the cursor when switching window focus. Very elegant way of saving time in finding where you left off.

(use-package beacon
  :ensure t
  :delight
  :init
  (beacon-mode 1))

misc

line wrap

I don't like line wrap

(set-default 'truncate-lines t)

smooth scrolling

This makes scrolling smoother

(setq scroll-conservatively 100)

imagemagick

(when (fboundp 'imagemagick-register-types)
  (imagemagick-register-types))

yes-no prompt

Some prompts require literal "yes" or "no" to decide action. Life is short and I would rather not waste keystrokes typing whole words. This makes all "yes/no" prompts only require "y" or "n."

(defalias 'yes-or-no-p 'y-or-n-p)

low-level config

General configuation for behind-the-scenes behavior

autosave

Saving files continuously is actually really annoying and clutters my disk. Turn it off.

(setq make-backup-files nil)
(setq auto-save-default nil)

async

Allows certain processes to run in multithreaded manner. For things like IO this makes sense.

(use-package async
  :ensure t
  :delight dired-async-mode
  :init
  (dired-async-mode 1))

editing

For options that specifically affect programming or editing modes

standardization

tabs and alignment

Who uses tabs in their programs? Make tabs actually equal 4 spaces. Also, alledgedly I could make more money if I use spaces :)

(setq-default indent-tabs-mode nil
              tab-width 4)

short column width

Alot of languages at least semi-adhere to the 80-characters-per-line rule. fci-mode displays a line as a guide for column width.

(use-package fill-column-indicator
  :ensure t
  :config
  (setq fci-rule-use-dashes t)
  :hook
  (prog-mode . fci-mode))

spell checking

I use the built-in flyspell-mode to handle spellchecking. Obviously I am going to use helm when I spellcheck something.

(use-package flyspell-correct-helm
  :ensure t
  :after (helm flyspell))

This will spell-check comments in programming languages.

(add-hook 'prog-mode-hook #'flyspell-prog-mode)
(setq flyspell-issue-message-flag nil)

Since flyspell mode is enabled in so many buffers, use a short modeline alias.

(delight 'flyspell-mode "λ" "flyspell")

Additionally, I want to automatically highlight errors whenever flyspell-mode is enabled.

;; (add-hook 'flyspell-mode-hook 'flyspell-buffer)

syntax checking

Flycheck will highlight and explain syntax errors in code and formatting.

(use-package flycheck
  :ensure t
  :hook
  (prog-mode . flycheck-mode)
  :config
  (setq flycheck-check-syntax-automatically '(save
                                              idle-change
                                              mode-enabled)
        flycheck-idle-change-delay 2
        flycheck-error-list-minimum-level 'warning
        flycheck-navigation-minimum-level 'warning)
  (delight 'flycheck-mode "γ" "flycheck"))

auto completion

Company provides a dropdown of completion options. It has many backends which are configured in each language and format elsewhere.

(use-package company
  :ensure t
  :delight " ©"
  :config
  (setq company-idle-delay 0
        company-minimum-prefix-length 3))

yasnippet

(use-package yasnippet
  :ensure t)

(use-package yasnippet-snippets
  :ensure t
  :after yasnippet
  :hook
  ((prog-mode . yas-minor-mode))
  :config
  (yas-reload-all))

undo

I find it weird that most programs do not have a tree-like tool to navigate undo information…because this is literally how most programs store this data.

undo-tree package adds a nice undo tree buffer to visualize history and also displays diffs to easily show what changed.

(use-package undo-tree
  :ensure t
  :delight
  :config
  (setq undo-tree-visualizer-diff t)
  (global-undo-tree-mode))

parenthesis matching

This color-codes matching parenthesis. Enable pretty much everywhere.

(use-package rainbow-delimiters
  :ensure t
  :delight
  :hook
  ((prog-mode . rainbow-delimiters-mode)
   (inferior-ess-mode . rainbow-delimiters-mode)
   (ess-mode . rainbow-delimiters-mode)
   (LaTeX-mode . rainbow-delimiters-mode)
   (Tex-latex-mode . rainbow-delimiters-mode)))

Use pretty symbols (like lambda in lisp)

(add-hook 'prog-mode-hook #'prettify-symbols-mode)

sudo edit

Allows opening a file with sudo elevation.

  (use-package sudo-edit
    :ensure t)

formats and languages

Elisp

Elisp can use vanilla company with no plugins

(add-hook 'emacs-lisp-mode-hook 'company-mode)

ESS (Emacs Speaks Statistics)

For me this means R but ess also supports S-plus, SAS, Stata, and other statistical black-magic languages. Note that ESS is not part of prog-mode so it must be added manually to hooks.

A few caveats when using R

  • ess-mode requires a running R process for company-mode to work
  • flycheck-mode requries r-lintr
(defun nd/init-ess-company ()
  "Set the company backends for ess modes."
  (setq-local company-backends '((company-R-objects company-R-args))))

(use-package ess
  :ensure t
  :init
  (load "ess-site")
  :hook
  ((ess-mode . flycheck-mode)
   (ess-mode . company-mode)
   (ess-mode . nd/init-ess-company)
   (ess-mode . prettify-symbols-mode)
   (ess-mode . fci-mode)

   (inferior-ess-mode . company-mode)
   (inferior-ess-mode . nd/init-ess-company)
   (inferior-ess-mode . prettify-symbols-mode))
  :config
  (setq inferior-R-args "--quiet --no-save"
        ess-history-file "session.Rhistory"
        ess-history-directory (substitute-in-file-name "${XDG_CONFIG_HOME}/r/")))

Python

(elpy-enable)

;; make python tabs 4 chars
(add-hook 'python-mode-hook
      (lambda ()
        (setq indent-tabs-mode t)
        (setq tab-width 4)
        (setq python-offset 4)))
        
(setq python-shell-interpreter "ipython"
      python-shell-interpreter-args "--colors=Linux --profile=default")

Haskell

major mode and intero

Haskell is covered just with the basic major mode and intero (provides company and flycheck) which integrates well with stack.

(use-package haskell-mode
  :ensure t
  :config
  (setq haskell-interactive-popup-errors nil))
  
(use-package intero
  :ensure t
  :after haskell-mode
  :hook
  (haskell-mode . intero-mode))
camelCase

The defacto style for haskell mandates camelcase, so use subword mode.

(add-hook 'haskell-mode-hook #'subword-mode)
(delight 'subword-mode nil "subword")

TeX

AUCTeX

This is the official TeX (and friends) emacs package. I installed this outside of emacs on my system, so just need to load it here. Even if you do install through emacs, you will still need all the TeX packages which are bundled on Arch Linux through TeX-Live.

(load "auctex.el" nil t t)
(require 'tex-mik)
external viewers

AUCTeX can launch external viewers to show compiled documents. I use Okular for PDFs.

(setq TeX-view-program-selection '(((output-dvi has-no-display-manager)
                                    "dvi2tty")
                                   ((output-dvi style-pstricks)
                                    "dvips and gv")
                                   (output-dvi "xdvi")
                                   (output-pdf "Okular")
                                   (output-html "xdg-open")))
folding and outlining

I like how org-mode folds with the TAB key, so bring the same thing to AUCTeX here with outline-magic.

(add-hook 'LaTeX-mode-hook (lambda () (outline-minor-mode 1)))
(add-hook 'Tex-latex-mode-hook (lambda () (outline-minor-mode 1)))

(use-package outline-magic
  :ensure t
  :after outline)

Also, the section fonts are too big by default. Now the sizes are all kept equal with hatchet, axe, and saw :)

(setq font-latex-fontify-sectioning 'color)
auto completion

There are two backends which (kinda) complement each other. The company-math package should privide completion for math symbols and the company-auctex package should cover pretty much everything else.

(defun nd/init-company-auctex ()
  "Set the company backends for auctex modes."
  (setq-local company-backends '((company-auctex-labels
                                  company-auctex-bibs
                                  company-auctex-macros
                                  company-auctex-symbols
                                  company-auctex-environments
                                  ;; company-latex-commands
                                  company-math-symbols-latex
                                  company-math-symbols-unicode))))

(use-package company-math
  :ensure t
  :after company
  :config
  (setq company-math-allow-unicode-symbols-in-faces '(font-latex-math-face)
        company-math-disallow-latex-symbols-in-faces nil))

(use-package company-auctex
  :ensure t
  :after (company company-math)
  :hook
  ((LaTeX-mode . company-mode)
   (LaTeX-mode . nd/init-company-auctex)
   (Tex-latex-mode . company-mode)
   (Tex-latex-mode . nd/init-company-auctex)))
syntax check

Flycheck should work out of the box.

(add-hook 'LaTeX-mode-hook #'flycheck-mode)
(add-hook 'Tex-latex-mode-hook #'flycheck-mode)
spell check

Spell checking is important for prose

(add-hook 'LaTeX-mode-hook (lambda () (flyspell-mode 1)))
line wrap

I like having my lines short and readable (also easier to git). Turn on autofill here and also make a nice vertical line at 80 chars (visual-line-mode).

(defun nd/turn-on-auto-fill-maybe ()
  "Prompts user to turn on `auto-fill-mode'."
  (when (y-or-n-p "Activate Auto Fill Mode? ")
    (turn-on-auto-fill)))
  
(add-hook 'LaTeX-mode-hook #'nd/turn-on-auto-fill-maybe)
(add-hook 'LaTeX-mode-hook #'fci-mode)
BibTeX
database management
(use-package ebib
  :ensure t
  :config
  (setq ebib-autogenerate-keys t
        ebib-uniquify-keys t))
citation search and insertion

Together, org-ref and helm-bibtex provide a nice pipeline to search a BibTex database and insert citations.

(use-package org-ref
  :ensure t
  :after org
  :config
  (setq reftex-default-bibliography (expand-file-name "~/BibTeX/master.bib")
        org-ref-bibliography-notes (expand-file-name "~/BibTeX/notes.org")
        org-ref-default-bibliography (expand-file-name "~/BibTeX/master.bib")))
        
(use-package helm-bibtex
  :ensure t
  :after helm
  :config
  (setq bibtex-completion-bibliography (expand-file-name "~/BibTeX/master.bib")
        bibtex-completion-library-path (expand-file-name "~/BibTeX/pdf")
        bibtex-completion-pdf-field "File"))

CSS

Overlays hex color codes with matching colors in certain modes like css and html.

(use-package rainbow-mode
  :ensure t)

Markdown

Added support for standard markdown files. Also used in R-markdown.

(use-package markdown-mode
  :ensure t)

polymode

This allows multiple modes in one buffer. This may sound totally crazy…but it actually is. Despite it's hackiness, it makes alot of sense for some situations such as R markdown which requires yaml, markdown, and R code in one buffer.

(use-package polymode
  :ensure t
  :after markdown-mode
  :mode
  (("\\.Rmd\\'" . poly-markdown+r-mode)
   ("\\.rmd\\'" . poly-markdown+r-mode))
  :config
  (require 'poly-R)
  (require 'poly-markdown))

csv files

This adds support for csv files. Almost makes them editable like a spreadsheet. The lambda function enables alignment by default.

(use-package csv-mode
  :ensure t
  :hook (csv-mode . (lambda () (csv-align-fields nil (point-min) (point-max)))))

org-mode

low-level config

modules

Org has several extensions in the form of loadable modules. org-protocol is used as a backend for external programs to communicate with org-mode. org-habit allows the habit todoitem which is used as a more flexible recurring task.

(setq org-modules '(org-habit org-protocol))
(require 'org)
(require 'org-agenda)
(require 'org-protocol)
(require 'org-habit)

directory

I keep all my org files in one place.

(setq org-directory "~/Org")

autosave

Save all org buffers 1 minute before the hour.

(defun nd/org-save-all-org-buffers ()
  "Save org buffers without confirmation or message (unlike default)."
  (save-some-buffers t (lambda () (derived-mode-p 'org-mode)))
  (when (featurep 'org-id) (org-id-locations-save)))

(run-at-time "00:59" 3600 #'nd/org-save-all-org-buffers)

buffer interface

line wrap

I often write long, lengthy prose in org buffers, so use visual-line-mode to make lines wrap in automatic and sane manner.

(add-hook 'org-mode-hook #'visual-line-mode)
(delight 'visual-line-mode nil 'simple)

indentation

By default all org content is squished to the left side of the buffer regardless of its level in the outline. This is annoying and I would rather have content indented based on its level just like most bulleted lists. This is what org-indent-mode does.

(setq org-startup-indented t)
(delight 'org-indent-mode nil "org-indent")

special key behavior

TODO: These don't work in evil mode (using the usual line commands).

(setq org-special-ctrl-a/e t
      org-special-ctrl-k t
      org-yank-adjusted-subtrees t)

bullets

These are just so much better to read

(use-package org-bullets
  :ensure t
  :hook
  (org-mode . org-bullets-mode))

font height

The fonts in org headings bug me; make them smaller and less invasive.

(add-hook 'org-mode-hook
          (lambda ()
            (let ((heading-height 1.15))
              (set-face-attribute 'org-level-1 nil :weight 'bold :height heading-height)
              (set-face-attribute 'org-level-2 nil :weight 'semi-bold :height heading-height)
              (set-face-attribute 'org-level-3 nil :weight 'normal :height heading-height)
              (set-face-attribute 'org-level-4 nil :weight 'normal :height heading-height)
              (set-face-attribute 'org-level-5 nil :weight 'normal :height heading-height))))

src blocks

Enable shortcuts for embedding code in org text bodies.

(setq org-src-window-setup 'current-window
      org-src-fontify-natively t
      org-edit-src-content-indentation 0)

(add-to-list 'org-structure-template-alist
             '("el" "#+BEGIN_SRC emacs-lisp\n?\n#+END_SRC"))

todo insertion

Make todo insertion respect contents

(setq org-insert-heading-respect-content t)

table of contents

Since I use org mode as my config file, makes sense to have a table of contents so others can easily naviagate this crazy empire I have created :)

(use-package toc-org
  :ensure t
  :hook
  (org-mode . toc-org-mode))

column view

  (setq org-columns-default-format
        "%25ITEM %4TODO %TAGS %5Effort{:} %DELEGATE(DEL)")

  (set-face-attribute 'org-column nil :background "#1e2023")
  ;; org-columns-summary-types

extra commands

org buffer

Some useful additional commands for org buffers.

(defun nd/mark-subtree-keyword (new-keyword &optional exclude)
  "Mark all tasks in a subtree with NEW-KEYWORD unless original
keyword is in the optional argument EXCLUDE."
  (let ((subtree-end (save-excursion (org-end-of-subtree t))))
    (if (not (listp exclude))
        (error "exlude must be a list if provided"))
    (save-excursion
      (while (< (point) subtree-end)
        (let ((keyword (nd/is-todoitem-p)))
          (if (and keyword (not (member keyword exclude)))
              (org-todo new-keyword)))
        (outline-next-heading)))))

(defun nd/mark-subtree-done ()
  "Mark all tasks in subtree as DONE unless they are already CANC."
  (interactive)
  (nd/mark-subtree-keyword "DONE" '("CANC")))

(defun nd/org-clone-subtree-with-time-shift (n &optional shift)
  "Like `org-clone-subtree-with-time-shift' except it resets checkboxes
and reverts all todo keywords to TODO."
  (interactive "nNumber of clones to produce: ")
    
  (let ((shift (or (org-entry-get nil "TIME_SHIFT" 'selective)
                   (read-from-minibuffer
                    "Date shift per clone (e.g. +1w, empty to copy unchanged): "))))
    (condition-case err
        (progn
          (save-excursion
            ;; clone once and reset
            (org-clone-subtree-with-time-shift 1 shift)
            (org-forward-heading-same-level 1 t)
            (org-reset-checkbox-state-subtree)
            (nd/mark-subtree-keyword "TODO")
            (call-interactively 'nd/org-log-delete)
            (org-cycle)
            ;; clone reset tree again if we need more than one clone
            (if (> n 1)
                (let ((additional-trees (- n 1)))
                  (org-clone-subtree-with-time-shift additional-trees shift)
                  (dotimes (i additional-trees)
                    (org-forward-heading-same-level 1 t)
                    (org-cycle))))))
      (error (message "%s" (error-message-string err))))))

(defun nd/org-log-delete ()
  "Delete logbook drawer of subtree."
  (interactive)
  (save-excursion
    (goto-char (org-log-beginning))
    (when (save-excursion
            (save-match-data
              (beginning-of-line 0)
              (search-forward-regexp org-drawer-regexp)
              (goto-char (match-beginning 1))
              (looking-at "LOGBOOK")))
      (org-mark-element)
      (delete-region (region-beginning) (region-end))
      (org-remove-empty-drawer-at (point)))))

(defun nd/org-delete-subtree ()
  "Delete the entire subtree under the current heading without sending to kill ring."
  (interactive)
  (org-back-to-heading t)
  (delete-region (point) (+ 1 (save-excursion (org-end-of-subtree)))))

org agenda

These are executed directly from agenda views and affect their source org buffers. The trick is that all of them must somehow go back to the heading to which they allude, execute, then update the agenda view with whatever changes have been made.

(defmacro nd/org-agenda-cmd-wrapper (get-head &rest body)
  "Wraps commands in BODY in necessary code to allow commands to be
called from the agenda buffer. Particularly, this wrapper will
navigate to the original header, execute BODY, then update the agenda
buffer."
  '(org-agenda-check-no-diary)
  `(let* ((hdmarker (or (org-get-at-bol 'org-hd-marker)
			           (org-agenda-error)))
	     (buffer (marker-buffer hdmarker))
	     (pos (marker-position hdmarker))
	     (inhibit-read-only t)
	     newhead)
    (org-with-remote-undo buffer
	  (with-current-buffer buffer
	    (widen)
	    (goto-char pos)
	    (org-show-context 'agenda)
        ,@body
	    (when ,get-head (setq newhead (org-get-heading))))
	  (if ,get-head
          (org-agenda-change-all-lines newhead hdmarker)
        (org-agenda-redo))
	  (beginning-of-line 1))))
  
(defun nd/org-agenda-toggle-checkbox ()
  "Toggle checkboxes in org agenda view using `org-toggle-checkbox'."
  (interactive)
  (nd/org-agenda-cmd-wrapper
   t
   (call-interactively #'org-toggle-checkbox)))

(defun nd/org-agenda-clone-subtree-with-time-shift ()
  "Apply `nd/org-clone-subtree-with-time-shift' to an agenda entry.
It will clone the last entry in the selected subtree."
  (interactive)
  (nd/org-agenda-cmd-wrapper
   nil
   (org-end-of-subtree)
   (call-interactively #'nd/org-clone-subtree-with-time-shift)))

(defun nd/org-agenda-delete-subtree ()
  "Apply `nd/org-delete-subtree' to an agenda entry."
  (interactive)
  (nd/org-agenda-cmd-wrapper
   nil
   (call-interactively #'nd/org-delete-subtree)))

calfw

This is a nifty calendar…sometimes way faster than the agenda buffer for looking at long term things.

(use-package calfw
  :ensure t
  :config
  (setq cfw:fchar-junction ?╋
        cfw:fchar-vertical-line ?┃
        cfw:fchar-horizontal-line ?━
        cfw:fchar-left-junction ?┣
        cfw:fchar-right-junction ?┫
        cfw:fchar-top-junction ?┯
        cfw:fchar-top-left-corner ?┏
        cfw:fchar-top-right-corner ?┓))

(use-package calfw-org
  :ensure t
  :after calfw
  :config
  (setq cfw:org-agenda-schedule-args
        '(:deadline :timestamp)))

window splitting

Org mode is great and all, but the windows never show up in the right place. The solutions here are simple, but have the downside that the window sizing must be changed when tags/capture templates/todo items are changed. This is because the buffer size is not known at window creation time and I didn't feel like making a function to predict it

todo selection

I only need a teeny tiny window below my current window for todo selection

(defun nd/org-todo-position (buffer alist)
  (let ((win (car (cl-delete-if-not
                   (lambda (window)
                     (with-current-buffer (window-buffer window)
                       (memq major-mode
                             '(org-mode org-agenda-mode))))
                   (window-list)))))
    (when win
      (let ((new (split-window win -4 'below)))
        (set-window-buffer new buffer)
        new))))

(defun nd/org-todo-window-advice (orig-fn)
  "Advice to fix window placement in `org-fast-todo-selection'."
  (let  ((override '("\\*Org todo\\*" nd/org-todo-position)))
    (add-to-list 'display-buffer-alist override)
    (nd/with-advice
        ((#'org-switch-to-buffer-other-window :override #'pop-to-buffer))
      (unwind-protect (funcall orig-fn)
        (setq display-buffer-alist
              (delete override display-buffer-alist))))))

(advice-add #'org-fast-todo-selection :around #'nd/org-todo-window-advice)

tag selection

By default, the tag selection window obliterates all but the current window…how disorienting :/

(defun nd/org-tag-window-advice (orig-fn current inherited table &optional todo-table)
  "Advice to fix window placement in `org-fast-tags-selection'."
  (nd/with-advice
      ((#'delete-other-windows :override #'ignore)
       ;; pretty sure I just got lucky here...
       (#'split-window-vertically :override #'(lambda (&optional size)
                                                (split-window-below (or size -9)))))
    (unwind-protect (funcall orig-fn current inherited table todo-table))))

(advice-add #'org-fast-tag-selection :around #'nd/org-tag-window-advice)

capture

Capture should show up in the bottom of any currently active buffer

(defun nd/org-capture-position (buffer alist)
  (let ((new (split-window (get-buffer-window) -14 'below)))
    (set-window-buffer new buffer)
    new))

(defun nd/org-capture-window-advice (orig-fn table title &optional prompt specials)
  "Advice to fix window placement in `org-capture-select-template'."
  (let  ((override '("\\*Org Select\\*" nd/org-capture-position)))
    (add-to-list 'display-buffer-alist override)
    (nd/with-advice
        ((#'org-switch-to-buffer-other-window :override #'pop-to-buffer))
      (unwind-protect (funcall orig-fn table title prompt specials)
        (setq display-buffer-alist
              (delete override display-buffer-alist))))))

(advice-add #'org-mks :around #'nd/org-capture-window-advice)

exporting

latex to pdf command

Use latexmk instead of pdflatex as it is more flexible and doesn't require running the process zillion times just to make a bibliography work. Importantly, add support here for BibTeX as well as the custom output directory (see below).

(setq org-latex-pdf-process (list "latexmk -output-directory=%o -shell-escape -bibtex -f -pdf %f"))

custom output directory

By default org export files to the same location as the buffer. This is insanity and clutters my org directory with .tex and friends. Force org to export to a separate location.

(defvar nd/org-export-publishing-directory
  (expand-file-name "org-exports" (getenv "XDG_CACHE_HOME"))
  "The target directory to for all org exports.")

(defun nd/org-export-output-file-name (orig-fun extension &optional subtreep pub-dir)
  "Change the target export directory for org exports."
  (unless pub-dir
    (setq pub-dir nd/org-export-publishing-directory)
    (unless (file-directory-p pub-dir)
      (make-directory pub-dir)))
  (apply orig-fun extension subtreep pub-dir nil))

(advice-add 'org-export-output-file-name :around #'nd/org-export-output-file-name)

html5

The default is XHTML for some reason (which few use and makes certain barbaric word processors complain). Use the much-superior html5.

(setq org-html-doctype "html5")

gantt charts

This is custom, non-MELPA package, so it must be loaded manually. See here for guide.

(add-to-list 'load-path "~/.emacs.d/untracked/org-gantt/")
(require 'org-gantt)

It is also useful to define a block template for gantt chart creation

(add-to-list 'org-structure-template-alist
             '("og" "#+BEGIN: org-gantt-chart\n?\n#+END"))

gtd implementation

overview

This section is meant to be a big-picture overview of how GTD works in this setup. For specifics, see each section following this for further explanation and code. I should also say that most of the ideas for the code came from Bernt Hansen's very detailed guide.

workflow

GTD as described in its original form is divided into five steps as explained further below. Here I attempt to explain how I implement each of these into org-mode.

collect

The whole point of GTD is to get stuff out of one's head, and this is purpose of the collect step. Basically if a thought or task pops in my head or interrupts me, I record it somewhere. These thoughts can happen any time and anywhere, so it is important to keep them out of consciousness so that I can concentrate on whatever I am doing.

When org-mode is in front of me, I use org-capture (see below for org-capture-templates). The "things" that could be collected include anything from random ideas, things I remember to do, appointments I need to attend, etc. I also capture emails with mu4e (which links to org-mode through org-protocol). Everythign collected with org-capture gets sent to a dedicated file where I deal with it later (see process step).

When org-mode is not in front of me, I record my thoughts in the Orgzly app on my android. It doesn't really sync so I transfer everything manually.

process

Collecting only records things; it doesn't make decisions. The point of the process step is to decide if the task/note is worth my time and when. This involves several key questions.

The first question to ask is if the task is actionable. If yes, it gets moved to a project file or a general task file. If not, I ask it can either be moved to the "incubator" (a place for things I might do), be moved any number of reference files (for storing inportant information), or flat-out deleted if I think it is stupid or no longer relevant.

In org-mode these decisions are made and recorded by moving headings between files with org-refile. To facilitate this process I have an agenda view to filter out captured tasks. From there it is easy to refile to wherever the headers need to go.

This step happens daily along with organize below.

organize

The organize step is basically the second half of the process step (I honestly think of these as a single task because that's how they are implemented in org-mode, but the original GTD workflow describes them seperately).

After refiling with org-refile, the next step is to add any remaining meta information to each task, which is later used to decide what to do and when. This information includes context, effort, delegation, and timestamps. In the case of projects this also includes choosing a NEXT tasks if one hasn't been chosen already.

Delegation (assingning something to someone else) is simple and is represented by a simple property which is filled with the initials of the person doing the work. It filter and view this with org-columns and org-agenda-columns.

When tasks don't have a specific date, GTD outlines a four-criteria model for deciding what to do: context, required time, available energy, and priority. Context describes required locations and resources for tasks, and I represent them with tags (see org-tags-alist). Required time is represented by the Effort property (see org-default-properties below). Available energy is subjective and not represented in org-mode. Priority is again represented with tags, here chosen from one of seven "life categories."

In assigning timestamps, org-mode offers several possibilities out of the box. Putting a plain active timestamp denotes an appointment (something at which I need to show up). A scheduled timestamp denotes a task that I want to work on starting at a certain time. A deadline denotes a task that must be finished by a certain time. I try to only use these for "hard" times as anything "soft" risks me not fulfilling to the timestamp and hence diminishing the value of timestamps in general.

I have three main agenda views for handling this. The first is a daily view that shows the tasks needed for today, including anything with a timestamp. The second has all tasks that are not timestamps (eg things that can be done at any time). The third is a project view that shows the top level headings for collections of tasks (this is where I find any projects that need a NEXT task).

The organize step may seem like it requires alot of work but luckily org-mode allows enough automation that some of this meta information can be added in the collect and process phases. For instance, timestamps and tags can be added (forcibly) in org-capture depending on what template is used. Furthermore, the priority tag and some context tags are added when the task is refiled to its proper file or project; this happens via tag inheritance, defined at either the file level or a parent heading (for instance, a computer-related tasks may be filed under environmental/computer where environment has the _env tag and computer has the #laptop tag).

review

In order to keep the entire workflow moving smoothly, it is necessary to do a high-level review.

This happens weekly and involves several things.

  • Scheduling important tasks and resolve conflicts. For this I use calfw (basically a calendar) to look at the next week and check if anything overlaps and move things around. I also "reload" repeater tasks using nd/org-clone-subtree-with-timeshift.
  • Moving tasks to the archive as they are available. This keeps org-mode fast and uncluttered.
  • Reviewing the incubator and moving tasks out that I actually decide to do.
  • Reviewing reference material and moving it to appropriate tasks.
  • Assessing projects based on their status (see below for the definition of "status"). Ideally all projects are "active," and if they are not I try to make them active by assigning NEXT.

I have specialized agenda views and commands for facilitating all of this.

execute

Execute involves doing the predefined work laid out in the previous four steps. Generally I work through two agenda views (in order). The first being all my tasks that need to get done in the day, and the second being all tasks with no specific timestamp.

Besides physically doing the tasks here, the other special thing in org-mode that I use is clocking. In addition to tracking time spent, it also encourages clean breaks between tasks (eg no multitasking).

file hierarchy and structure

All org files are kept in one place (see org-directory). This is futher subdivided into directories for project (as per terms and definitions, these are any tasks that involve at least on subtask) and reference files. At the top level are files for incubated tasks, captured tasks, and catchall general tasks (which also includes small projects that don't fit anywhere else).

In order to make sorting easier and minimize work during processing, the files are further subdivided using tags at the file level and heading level that will automatically categorize tasks when they are refiled to a certain location. For example, some project may be to create a computer program, so I would set #+FILETAGS: #laptop because every task in this project will require a laptop. See the tags section below for more information on tags.

repetition

This deserves special attention because it comprises a significant percentage of tasks I do (and likely everyone does). I personally never liked the org's repeated task functionality. It is way too temporally rigid to be useful to me, and offers very little flexibility in mutating a task as it moves forward. Habits (which I use) are a partial fix for the first problem but do not aleviate the mutability problem.

My (somewhat convoluted) solution was to use org-clone-subtree-with-time-shift, which creates an easy way to make repeated tasks from some template, but also allows modification. The only problem with the vanilla implementation is that it lacks automation and agenda-block awareness (they all get treated as regular tasks which I don't want). This is partially fixed with my own nd/org-clone-subtree-with-time-shift which automaticlly resets tasks which are cloned (eg clearing checkboxes and resetting todo state). The remainding problems I fixed by defining several properties to be applied to repeated groupings under a heading (see properties).

The first property is called PARENT_TYPE and has two values iterator and periodical. The first applies to repeated tasks and second which applies to timestamped headings such as appointments. These are mostly useful for agenda sorting, where I have views specifically for managing repeated tasks. The second property is TIME_SHIFT; nd/org-clone-subtree-with-time-shift is aware of this value and automatically shifts cloned tasks accordingly if available.

In practice, I use this for tasks like workouts, paying bills, maintenance, grocery shopping, work meetings, GTD reviews, etc. These are all almost consistent but may change slightly in their timing, action items, effort, context, etc. If any of these change, it is easy enough to modify one heading without disrupting the rest.

In an org tree these look like this:

***** clean room
:PROPERTIES:
:PARENT_TYPE: iterator
:TIME_SHIFT: +1m
:END:
****** DONE clean room [0/2]
CLOSED: [2018-11-21 Wed 22:13] SCHEDULED: <2018-10-29 Mon>
:PROPERTIES:
:Effort:   0:15
:END:
- [ ] vacuum
- [ ] throw away trash
****** TODO clean room [0/2]
SCHEDULED: <2018-11-29 Thu>
:PROPERTIES:
:Effort:   0:30
:END:
- [ ] vacuum room
- [ ] throw away trash
block agenda views

The heart of this implementation is an army of block agenda views (basically filters on the underlying org trees that bring whatever I need into focus). These have become tailored enough to my workflow that I don't even use the built-in views anymore (I also have not found an "easy" way to turn these off). Besides projects, these agenda views are primarily driven using skip functions.

projects

When it comes to the agenda view, I never liked how org-mode by default handled "projects" (see how that is defined in "terms and definitions"). It mostly falls short because of the number of todo keywords I insist on using. The solution I implemented was to used "statuscodes" (which are just keywords in lisp) to define higher-level descriptions based on the keyword content of a project. For example a "stuck" project (with statuscode :stuck) is a project with only TODO keywords. Adding a NEXT status turns the statuscode to :active. Likewise WAIT makes :waiting. This seems straightforward, except that NEXT trumps WAIT, WAIT trumps HOLD, etc. Furthermore, there are errors I wish to catch to ensure subtrees get efficiently cleaned out, such as a project heading with DONE that still has a TODO underneath.

I used to take care of this problem with lots of skip functions, but it turned out to be unmaintainable and offered poor performance (eg if I wanted a block agenda for N statuscodes, I needed to scan the entire org tree N times). A far easier way to implement this was to embed the statuscodes in text properties in each agenda line, which could then be sorted and the prefix string formatted with the status code for identification in the block agenda view. Since this only requires one block, it only requires one scan, and is very fast.

repeaters

Similarly to projects, repeaters (eg iterators and periodicals) are assessed via a statuscode (after all they are a group of headings and thus depending on the evaluation of todo keywoards and timestamps in aggregate). These prove much simpler than projects as essentially all I need are codes for uninitialized (there is nothing in the repeater), empty (all subheadings are in the past and therefore irrelevant), and active (there are some subtasks in the future).

terms and definitions

These conventions are used throughout to be precise when naming functions/variables and describing their effects

headings
  • heading: the topmost part after the bullet in an org outline. Org-mode cannot seem to make up it's mind in calling it a header, heading, or headline, so I picked heading
  • todoitem: any heading with a todo keyword
  • task: a todoitem with no todoitem children

    • atomic: further specifies that the task is not part of a project
  • project: a todoitem with that has todoitem children or other projects

    • status(code): a keyword used to describe the overall status of a project. See skip functions in the block agenda section for their implementation.
time
  • stale: refers to timestamps that are in the past/present

    • archivable: further specifies that the timestamp is older than some cutoff that defines when tasks can be archived (usually 30 days)
  • fresh: refers to timestamps that are in the future

todo states

sequences

These keywords are used universally for all org files (see below on quick explanation for each, they are all quite straightforward). Note that projects have a more specific meaning for these keywords in defining project status (see the library of agenda function). Also, it looks way better in the agenda buffer when they are all the same number of chars.

In terms of logging, I like to record the time of each change upon leaving any state, and I like recording information in notes when waiting, holding, or canceling (as these usually have some external trigger or barrier that should be specified).

(setq org-todo-keywords
      '((sequence
         ;; default undone state
         "TODO(t/!)"

         ;; undone but available to do now (projects only)
         "NEXT(n/!)" "|"

         ;; done and complete
         "DONE(d/!)")

        (sequence
         ;; undone and waiting on some external dependency
         "WAIT(w@/!)"
         
         ;; undone but signifies tasks on which I don't wish to focus at the moment
         "HOLD(h@/!)" "|"

         ;; done but not complete
         "CANC(c@/!)")))
colors

Aesthetically, I like all my keywords to have bold colors.

(setq   org-todo-keyword-faces
      '(("TODO" :foreground "light coral" :weight bold)
        ("NEXT" :foreground "khaki" :weight bold)
        ("DONE" :foreground "light green" :weight bold)
        ("WAIT" :foreground "orange" :weight bold)
        ("HOLD" :foreground "violet" :weight bold)
        ("CANC" :foreground "deep sky blue" :weight bold)))

tags

alist

I use tags for agenda filtering (primarily for GTD contexts, see below). Each tag here starts with a symbol to define its group (note, only the special chars "_", "@", "#", and "%" seem to be allowed; anything else will do weird things in the hotkey prompt). Some groups are mutually exclusive. By convention, any tag not part of these groups is ALLCAPS (not very common) and set at the file level.

(setq org-tag-alist
      ;; (@) gtd location context
      '((:startgroup)
        ("@errand" . ?e)
        ("@home" . ?h)
        ("@work" . ?w)
        ("@travel" . ?r)
        (:endgroup)
        
        ;; (#) gtd resource context 
        ("#laptop" . ?l)
        ("#tcult" . ?t)
        ("#phone" . ?p)
        
        ;; (%) misc tags 
        ;; denotes reference information
        ("%note" . ?n)
        
        ;; incubator
        ("%inc" . ?i)
        
        ;; denotes tasks that need further subdivision to turn into true project
        ("%subdiv" . ?s)
        
        ;; catchall to mark important headings, usually for meetings
        ("%flag" . ?f)
        
        ;; (_) life categories, used for gtd priorities
        (:startgroup)
        ("_env" . ?E) ;; environmental
        ("_fin" . ?F) ;; financial
        ("_int" . ?I) ;; intellectual
        ("_met" . ?M) ;; metaphysical
        ("_phy" . ?H) ;; physical
        ("_pro" . ?P) ;; professional
        ("_rec" . ?R) ;; recreational
        ("_soc" . ?S) ;; social
        (:endgroup)))
colors

Each group also has its own color, defined by its prefix symbol.

(defun nd/add-tag-face (fg-name prefix)
  "Adds list of cons cells to org-tag-faces with foreground set to fg-name.
  Start and end specify the positions in org-tag-alist which define the tags
  to which the faces are applied"
  (dolist (tag (nd/filter-list-prefix prefix (mapcar #'car org-tag-alist)))
    (push `(,tag . (:foreground ,fg-name)) org-tag-faces)))

(setq org-tag-faces '())

(nd/add-tag-face "PaleGreen" "@")
(nd/add-tag-face "SkyBlue" "#")
(nd/add-tag-face "PaleGoldenrod" "%")
(nd/add-tag-face "violet" "_")

properties

The built-in effort is used as the fourth and final homonymous GTD context (the other three being covered above using tags). It is further restricted with Effort_All to allow easier filtering in the agenda.

Also here are the properties for repeated tasks and a few others (see comments in code).

(mapc (lambda (i) (add-to-list 'org-default-properties i))
      ;; defines a repeater group
      '("PARENT_TYPE"
        ;; defines the time shift for repeater groups

        "TIME_SHIFT"
        ;; assigns another person/entity to a task (experimental)

        "DELEGATE"

        ;; defines a goal
        "GOAL"

        ;; date of header creation
        "CREATED"))

(setq org-global-properties
      '(("PARENT_TYPE_ALL" . "periodical iterator")
        ("Effort_ALL" . "0:05 0:15 0:30 1:00 1:30 2:00 3:00 4:00 5:00 6:00"))

      org-use-property-inheritance
      '("PARENT_TYPE" "TIME_SHIFT"))

capture

templates

As per Bernt's guide, capture is meant to be fast. The dispatcher is bound to F2 (see keybindings section) which allows access in just about every mode and brings a template up in two keystrokes.

(defun nd/org-timestamp-future (days)
  "Inserts an active org timestamp DAYS after the current time."
  (format-time-string (org-time-stamp-format nil)
                      (time-add (current-time) (days-to-time 1))))

(let ((capfile "~/Org/capture.org"))
  (setq org-capture-templates
        ;; regular TODO task
        `(("t" "todo" entry (file ,capfile)
           "* TODO %?\n%U\ndeliverable: \n")

          ;; for useful reference information that may be grouped with tasks
          ("n" "note" entry (file ,capfile)
           "* %?  :\\%note:\n%U\n")

          ;; for non-actionable events that happen at a certain time
          ("a" "appointment" entry (file ,capfile)
           "* %?\n%U\n%^t\n")

          ;; like appointment but multiple days
          ("s" "appointment-span" entry (file ,capfile)
           "* %?\n%U\n%^t--%^t\n")

          ;; task with a deadline
          ("d" "deadline" entry (file ,capfile)
           "* TODO %?\nDEADLINE: %^t\ndeliverable:\n%U\n")

          ;; for converting mu4e emails to tasks, defaults to next-day deadline
          ("e" "email" entry (file ,capfile)
           "* TODO Respond to %:fromname; Re: %:subject  :#laptop:\nDEADLINE: %(nd/org-timestamp-future 1)\n%U\n%a\n")

          ;; for interruptions that produce useful reference material
          ("m" "meeting" entry (file ,capfile)
           "* meeting with%?  :\\%note:\n%U\n")

          ;; for capturing web pages with web browser
          ("p" "org-protocol" entry (file ,capfile)
           "* %^{Title} :\\%note:\n%u\n#+BEGIN_QUOTE\n%i\n#+END_QUOTE"
           :immediate-finish t)

          ;; or capturing links with web browser
          ("L" "org-protocol link" entry (file ,capfile)
           "* %^{Title} :\\%note:\n[[%:link][%:description]]\n%U"
           :immediate-finish t))))
insert mode

To save one more keystroke (since I use evil mode), trigger insert mode upon opening capture template.

(add-hook 'org-capture-mode-hook (lambda () (evil-append 1)))

refile

Refile (like capture) should be fast, and I search all org file simultaneously using helm (setting org-outline-path-complete-in-steps to nil makes search happen for entire trees at once and not just the current level). Refiling is easiest to do from a block agenda view (see below) where headings can be moved in bulk.

(setq org-refile-targets '((nil :maxlevel . 9)
                           ("~/Org/reference/idea.org" :maxlevel . 9)
                           (org-agenda-files :maxlevel . 9))
      org-refile-use-outline-path t
      org-outline-path-complete-in-steps nil
      org-refile-allow-creating-parent-nodes 'confirm
      org-indirect-buffer-display 'current-window)

Prevent accidental refiling under tasks with done keywords

(setq org-refile-target-verify-function
      (lambda () (not (member (nth 2 (org-heading-components)) org-done-keywords))))

;; TODO this no work, although does work if var is global
;; redfining the targets works for now
(add-hook 'org-agenda-mode-hook
          (lambda ()
            (when (equal (buffer-name) "*Org Agenda(A)*")
              (setq-local org-refile-targets
                          '(("~/Org/journal/goals.org" :maxlevel . 9))))))
;;                           (lambda () (when (org-entry-get nil "GOAL") t))))))
;; (setq org-refile-targets '((nil :maxlevel . 9)
;;                            ("~/Org/reference/idea.org" :maxlevel . 9)
;;                            ("~/Org/journal/goals.org" :maxlevel . 9)
;;                            (org-agenda-files :maxlevel . 9))

clocking

general

Clocking is still new and experimental (I'm not a ninja like Bernt yet). I mostly use clocking now as a way to make clean breaks between tasks (eg to discourage "mixing" tasks which is a slippery multitasking slope). I bound F4 to org-clock-goto as an easy way to find my current/last clocked task in any mode (see keybindigs).

(setq org-clock-history-length 23
      org-clock-out-when-done t
      org-clock-persist t
      org-clock-report-include-clocking-task t)
modeline

The modeline is a nice place to indicate if something is clocked in or out. Unfortunately, sometimes is is so crowded that I can't see the text for the currently clocked task. Solution, use colors.

(defface nd/spaceline-highlight-clocked-face
  `((t (:background "chartreuse3"
        :foreground "#3E3D31"
        :inherit 'mode-line)))
  "Default highlight face for spaceline.")
  
(defun nd/spaceline-highlight-face-clocked ()
  "Set the spaceline highlight color depending on if the clock is running."
  (if (and (fboundp 'org-clocking-p) (org-clocking-p))
      'nd/spaceline-highlight-clocked-face
    'spaceline-highlight-face))

(setq spaceline-highlight-face-func 'nd/spaceline-highlight-face-clocked)

conflict detection

Somehow org-mode has no way to detect conflicts between tasks with timestamps (!!??). Luckily I can make my own.

backend

The algoithm to detect conflicts scans all org files and stores conflicts in a list of pairs of each heading with a conflicting timestamp.

Steps for this algorithm:

  1. make a list of all entries with timestamps
  2. sort timestamp list
  3. Walk through list and compare entries immediately after (sorting ensures that entries can be skipped once one non-conflict is found). If conflicts are found push the pair to a new list (this is what is used to make the display)

This should be O(n) (best case/no conflicts) to O(n^2) (worst case/everything conflicts)

(defun nd/are-conflicting-p (ts-a ts-b)
  "Return t if timestamps TS-A and TS-B conflict."
  (let* ((earlier-a (car ts-a))
         (earlier-b (car ts-b))
         (later-b (+ earlier-b (nth 1 ts-b))))
    (and (>= earlier-a earlier-b) (<= earlier-a later-b))))

(defun nd/detect-conflict (ts ts-list conlist)
  "Recursively determine if timestamp TS conflicts with anything in TS-LIST.
If detected, conflict pair is added to CONLIST."
  (let ((next-ts (car ts-list))
        (rem-ts (cdr ts-list)))
    (if (nd/are-conflicting-p ts next-ts)
        (progn
          (setq conlist (cons (list ts next-ts) conlist))
          (if rem-ts (nd/detect-conflict ts rem-ts conlist) conlist))
      conlist)))
  
(defun nd/build-conlist (ts-list conlist)
  "Recursively build a list of timestamp conflicts from TS-LIST.

TS-LIST is comprised of entries in the form (staring-ts timerange marker) 
where timerange is 0 for singular timestamps and a positive number for
anything with to times or a timestamp range.
Detected conflicts are stored in CONLIST as pairs of conflicting ts
entries from the TS-LIST."
  (let ((cur-ts (car ts-list))
        (rem-ts (cdr ts-list)))
    (if rem-ts
        (nd/build-conlist rem-ts (nd/detect-conflict cur-ts rem-ts conlist))
      conlist)))

(defconst nd/org-tsm-regexp
  "\\([0-9]\\{4\\}-[0-9]\\{2\\}-[0-9]\\{2\\} [^]+0-9>\r\n -]+? \\)\\([0-9]\\{1,2\\}:[0-9]\\{2\\}?\\)-\\([0-9]\\{1,2\\}:[0-9]\\{2\\}\\)"
  "Regular expression for timestamps with two times.")

(defun nd/get-timestamps ()
  "Get the org-marker and timestamp(s) (multiple if range) or current heading."
  ;; TODO, what if I care about more than just TIMESTAMPs
  (let* ((ts (org-entry-get nil "TIMESTAMP"))
         (marker (point-marker))
         (ts-range 0)
         (ts-entry))
    (when ts
      (cond
       ;; match timestamps that have two times
       ((string-match nd/org-tsm-regexp ts)
        (let* ((ts1 (concat (match-string 1 ts) (match-string 2 ts)))
               (ts2 (concat (match-string 1 ts) (match-string 3 ts)))
               (ft1 (org-2ft ts1))
               (ft2 (org-2ft ts2)))
          (setq ts-entry ft1)
          (setq ts-range (- ft2 ft1))))
       
       ;; match timestamps that have a range (eq two timestamps)
       ((string-match org-tr-regexp ts)
        (let* ((ts1 (match-string 1 ts))
               (ts2 (match-string 2 ts))
               (ft1 (org-2ft ts1))
               (ft2 (org-2ft ts2)))
          (setq ts-entry ft1)
          (setq ts-range (- ft2 ft1))))
       
       ;; match timestamps with only one time
       (t (setq ts-entry (org-2ft ts))))
      (list ts-entry ts-range marker ts))))

(defun nd/build-conflict-list ()
  "Scan all org files and make a list of all timestamps that conflict."
  (let ((files (org-agenda-files))
        max-reached ts-list cur-index conflicts)
    ;; get all timestamps from org buffers
    (dolist (f files ts-list)
      (with-current-buffer
        (find-file-noselect f)
        (goto-char (point-min))
        (when (not (outline-on-heading-p)) (outline-next-heading))
        (setq max-reached nil)
        (while (not max-reached)
          (let ((new-ts (nd/get-timestamps)))
            (if new-ts (setq ts-list (cons new-ts ts-list))))
          (unless (outline-next-heading) (setq max-reached t)))))

    ;; sort the timestamp list
    ;; TODO, need to make range-aware
    (setq ts-list (sort ts-list (lambda (a b) (< (car a) (car b)))))

    ;; build a list of conflicts
    (nd/build-conlist ts-list conflicts)))
frontend

To display any conflicts, I could just fetch the org headings and throw them into a new buffer. But that's boring, and quite limiting. I basically want all the perks of an agenda buffer…tab-follow, the nice parent display at the bottom, time adjust hotkeys, etc. So the obvious and hacky solution is to throw together a quick-n-dirty agenda buffer which displays each conflict pair in sequentional fashion.

(defun nd/get-conflict-header-text (conflict-marker)
  "Return string with text properties representing the org header for
MARKER for use in the conflict agenda view."
  (let* ((props (list
                 'face nil
		         'done-face 'org-agenda-done
		         'org-not-done-regexp org-not-done-regexp
		         'org-todo-regexp org-todo-regexp
		         'org-complex-heading-regexp org-complex-heading-regexp
		         'mouse-face 'highlight))
		         ;; 'help-echo
		         ;; (format "mouse-2 or RET jump to org file %s"
			     ;;         (abbreviate-file-name buffer-file-name))))
	     marker priority category level tags todo-state
	     ts-date ts-date-type ts-date-pair
	     txt beg end inherited-tags todo-state-end-pos)

    (with-current-buffer (marker-buffer conflict-marker) 
      (save-excursion
	    (goto-char conflict-marker)

	    (setq marker (org-agenda-new-marker (point))
	          category (org-get-category)
	          ts-date-pair (org-agenda-entry-get-agenda-timestamp (point))
	          ts-date (car ts-date-pair)
	          ts-date-type (cdr ts-date-pair)
	          txt (org-get-heading t)
	          inherited-tags
	          (or (eq org-agenda-show-inherited-tags 'always)
		          (and (listp org-agenda-show-inherited-tags)
		               (memq 'todo org-agenda-show-inherited-tags))
		          (and (eq org-agenda-show-inherited-tags t)
		               (or (eq org-agenda-use-tag-inheritance t)
			               (memq 'todo org-agenda-use-tag-inheritance))))
	          tags (org-get-tags-at nil (not inherited-tags))
	          level (make-string (org-reduced-level (org-outline-level)) ? )
	          txt (org-agenda-format-item "" txt level category tags t)
	          priority (1+ (org-get-priority txt)))
        
	    (org-add-props txt props
	      'org-marker marker 'org-hd-marker marker
	      'priority priority
	      'level level
	      'ts-date ts-date
	      'type "timestamp")))))

(defun nd/org-conflicts (&optional arg)
  (interactive "P")

  (if org-agenda-overriding-arguments
      (setq arg org-agenda-overriding-arguments))

  (if (and (stringp arg) (not (string-match "\\S-" arg))) (setq arg nil))

  (let* ((today (org-today))
	     (date (calendar-gregorian-from-absolute today))
	     (completion-ignore-case t)
         (org-agenda-prefix-format '((agenda . "  %-12:c %-5:e ")))
	     rtn rtnall files file pos)

    (catch 'exit
      (when org-agenda-sticky (setq org-agenda-buffer-name "*Org Conflicts*"))

      (org-agenda-prepare)
      ;; (org-compile-prefix-format 'todo)
      (org-compile-prefix-format 'agenda)
      ;; (org-set-sorting-strategy 'todo)

      (setq org-agenda-redo-command '(nd/org-conflicts))

	  (insert "Conflicting Headings: \n")
	  (add-text-properties (point-min) (1- (point))
			               (list 'face 'org-agenda-structure
				                 'short-heading "Conflicts"))
	  (org-agenda-mark-header-line (point-min))

      (setq rtnall (nd/build-conflict-list))
      (when rtnall
        (mapc
         (lambda (c)
           (insert (concat "Between " (mapconcat (lambda (ts) (nth 3 ts)) c " and ") "\n"))
           (insert (concat (mapconcat (lambda (ts) (nd/get-conflict-header-text (nth 2 ts))) c "\n") "\n"))
           (insert "\n"))
         rtnall))

      ;; clean up and finalize
      (goto-char (point-min))
      (or org-agenda-multi (org-agenda-fit-window-to-buffer))
      (add-text-properties
       (point-min) (point-max)
	   `(org-agenda-type agenda
					     org-last-args ,arg
					     org-redo-cmd ,org-agenda-redo-command
					     org-series-cmd ,org-cmd))
      (org-agenda-finalize)
      (setq buffer-read-only t))))

agenda

targets

The agenda files are limited to as few as possible to keep scanning and startup reasonably fast.

(setq org-agenda-files '("~/Org"
                        "~/Org/projects"
                        "~/Org/reference/peripheral.org"))
appearence
sticky agendas

I personally like having sticky agendas by default so I can use multiple windows

(setq org-agenda-sticky t)
tag alignment

The agenda does not do this by default…it's annoying

(add-hook 'org-finalize-agenda-hook
          (lambda () (setq org-agenda-tags-column (- 4 (window-width)))
            (org-agenda-align-tags)))
prefix format

This controls what each line on the block agenda looks like. This is reformated to include effort and remove icons.

(setq org-agenda-prefix-format
      '((agenda . "  %-12:c %-5:e %?-12t% s")
        (todo . "  %-12:c")
        (tags . "  %-12:c %-5:e ")
        (search . "  %-12:c")))
modeline

Hide the various modules that may be present

(defun nd/org-agenda-trim-modeline (orig-fn &rest args)
  "Advice to remove extra information from agenda modeline name."
  (let ((org-agenda-include-diary nil)
        (org-agenda-include-deadlines nil)
        (org-agenda-use-time-grid nil)
        (org-habit-show-habits nil))
    (apply orig-fn args)))

(advice-add #'org-agenda-set-mode-name :around #'nd/org-agenda-trim-modeline)
misc

These are just some options to enable/disable some aesthetic things.

(setq org-agenda-dim-blocked-tasks nil
      org-agenda-compact-blocks t
      org-agenda-window-setup 'current-window
      org-agenda-start-on-weekday 0
      org-agenda-span 'day
      org-agenda-current-time-string "### -- NOW -- ###")

Based on my screen size and usage patterns, this seems to be a good value to enable the maximum habit history to be shown without compromising aesthetics.

(setq org-habit-graph-column 50)
interactive filters

Rather than define infinite views for different tasks (I already have plenty of views) I use filtering to sort through the noise. Some of the built-in filters don't cut it, so I made a few of my own.

custom filtering functions

Some custom filters that are applied to the agenda view. Note that some of these use alternative filter types that are implemented via advising functions (see below).

(defun nd/org-agenda-filter-non-context ()
  "Filter all tasks with context tags."
  (interactive)
  (let* ((tags-list (mapcar #'car org-tag-alist))
         (context-tags (append
                        (nd/filter-list-prefix "@" tags-list)
                        (nd/filter-list-prefix "#" tags-list))))
    (setq org-agenda-tag-filter
          (mapcar (lambda (tag) (concat "-" tag)) context-tags))
    (org-agenda-filter-apply org-agenda-tag-filter 'tag)))

(defun nd/org-agenda-filter-non-peripheral ()
  "Filter all tasks that don't have peripheral tags."
  (interactive)
  (let* ((peripheral-tags '("PERIPHERAL")))
    (setq org-agenda-tag-filter
          (mapcar (lambda (tag) (concat "-" tag)) peripheral-tags))
    (org-agenda-filter-apply org-agenda-tag-filter 'tag)))
    
(defun nd/org-agenda-filter-non-effort ()
  "Filter agenda by non-effort tasks."
  (interactive)
  (setq org-agenda-hasprop-filter '("-Effort"))
  (org-agenda-filter-apply org-agenda-hasprop-filter 'hasprop))

(defun nd/org-agenda-filter-delegate ()
  "Filter agenda by tasks with an external delegate."
  (interactive)
  (setq org-agenda-hasprop-filter '("+DELEGATE"))
  (org-agenda-filter-apply org-agenda-hasprop-filter 'hasprop))
filter advice

In order to implement the hasprop filter, the functions org-agenda-filter-make-matcher and org-agenda-filter-remove-all need to be advised in order to add the functionality for the hasprop filter type.

As it is, this allows any filter using hasprop to be applied and removed using the standard org-agenda-filter-apply function with the org-agenda-hasprop-filter variable (obviously these can all be extended to different filter types). Note this does not give a shiny indicator at the bottom of spaceline like the built-in filter does…oh well.

;; initialize new filters
(defvar org-agenda-hasprop-filter nil)

(defun nd/org-agenda-filter-make-matcher-prop
    (filter type &rest args)
  "Return matching matcher form for FILTER and TYPE where TYPE is not
in the regular `org-agenda-filter-make-matcher' function. This is
intended to be uses as :before-until advice and will return nil if
the type is not valid (which is currently 'prop')"
  (let (f f1)
    ;; has property
    (cond
     ((eq type 'hasprop)
      (dolist (x filter)
        (push (nd/org-agenda-filter-make-matcher-hasprop-exp x) f))))
    (if f (cons 'and (nreverse f)))))

(defun nd/org-agenda-filter-make-matcher-hasprop-exp (h)
 "Returns form to test the presence or absence of properties H.
H is a string like +prop or -prop"
 (let (op)
   (let* ((op (string-to-char h))
          (h (substring h 1))
          (f `(save-excursion
                (let ((m (org-get-at-bol 'org-hd-marker)))
                  (with-current-buffer
                      (marker-buffer m)
                    (goto-char m)
                    (org-entry-get nil ,h))))))
     (if (eq op ?-) (list 'not f) f))))

(defun nd/org-agenda-filter-show-all-hasprop nil
  (org-agenda-remove-filter 'hasprop))

(advice-add #'org-agenda-filter-make-matcher :before-until
            #'nd/org-agenda-filter-make-matcher-prop)

(advice-add #'org-agenda-filter-remove-all :before
            (lambda () (when org-agenda-hasprop-filter
                    (nd/org-agenda-filter-show-all-hasprop))))
bulk actions

These add to the existing bulk actions in the agenda view.

(setq org-agenda-bulk-custom-functions
      '((?D nd/org-agenda-delete-subtree)))
holidays and birthdays

If I don't include this, I actually forget about major holidays.

(setq holiday-bahai-holidays nil
      holiday-hebrew-holidays nil
      holiday-oriental-holidays nil
      holiday-islamic-holidays nil)

(setq calendar-holidays (append holiday-general-holidays
                                holiday-christian-holidays))
block agenda library

These are functions and variables exclusively for agenda block manipulation within the context of org-custom-agenda-commands.

constants
(defconst nd/iter-future-time (* 7 24 60 60)
  "Iterators must have at least one task greater into the future to be active.")
  
(defconst nd/archive-delay-days 30
  "The number of days to wait before tasks are considered archivable.")

(defconst nd/inert-delay-days 90
  "The number of days to wait before tasks are considered inert.")
  
(defconst nd/iter-statuscodes '(:uninit :empty :active)
  "Iterators can have these statuscodes.")
 
(defconst nd/peri-future-time nd/iter-future-time
  "Periodicals must have at least one heading greater into the future to be fresh.")

(defconst nd/peri-statuscodes '(:uninit :stale :fresh))

(defconst nd/project-invalid-todostates
  '("WAIT" "NEXT")
  "Projects cannot have these todostates.")
  
(defconst nd/org-agenda-todo-sort-order
  '("NEXT" "WAIT" "HOLD" "TODO")
  "Defines the order in which todo keywords should be sorted.")
  
(defconst nd/project-skip-todostates
  '("HOLD" "CANC")
  "These keywords override all contents within their subtrees.
Currently used to tell skip functions when they can hop over
entire subtrees to save time and ignore tasks")
variables
(defvar nd/agenda-limit-project-toplevel t
  "If true, filter projects by all levels or top level only.")

(defvar nd/agenda-hide-incubator-tags t
  "If true, don't show incubator headings.")
task helper functions

These are the building blocks for skip functions.

timestamps
(defun nd/org-entry-get-ia-timestamp ()
  "Get the inactive timestamp of the current entry but skip those in logbooks."
  (let (( (re-search-forward regexp end t)))))

(defun nd/get-date-property (timestamp-property)
  "Get TIMESTAMP-PROPERTY on current heading and convert to a number.
If it does not have a date, it will return nil."
  (let ((ts (org-entry-get nil timestamp-property)))
        (when ts (org-2ft ts))))

(defun nd/heading-compare-timestamp (timestamp-fun
                                     &optional ref-time future)
  "Returns the timestamp (from TIMESTAMP-FUM on the current heading) 
if timestamp is futher back in time compared to a REF-TIME (default to 
0 which is now, where negative is past and positive is future). If the 
FUTURE flag is t, returns timestamp if it is in the future compared 
to REF-TIME. Returns nil if no timestamp is found."
  (let* ((timestamp (funcall timestamp-fun))
        (ref-time (or ref-time 0)))
    (if (and timestamp
             (if future
                 (> (- timestamp (float-time)) ref-time)
               (<= (- timestamp (float-time)) ref-time)))
        timestamp)))
        
(defun nd/is-created-heading-p ()
  "Return heading's CREATED property timestamp or nil."
  (nd/get-date-property "CREATED"))

(defun nd/is-ia-timestamped-heading-p ()
  "Get active timestamp of current heading."
  (nd/get-date-property "TIMESTAMP_IA"))

(defun nd/is-timestamped-heading-p ()
  "Get active timestamp of current heading."
  (nd/get-date-property "TIMESTAMP"))

(defun nd/is-scheduled-heading-p ()
  "Get scheduled timestamp of current heading."
  (nd/get-date-property "SCHEDULED"))

(defun nd/is-deadlined-heading-p ()
  "Get deadline timestamp of current heading."
  (nd/get-date-property "DEADLINE"))

(defun nd/is-closed-heading-p ()
  "Get closed timestamp of current heading."
  (nd/get-date-property "CLOSED"))

(defun nd/is-stale-heading-p (&optional ts-prop)
  "Return timestamp for TS-PROP (TIMESTAMP by default) if current heading is stale."
  (nd/heading-compare-timestamp
   (lambda () (let ((ts (org-entry-get nil (or ts-prop "TIMESTAMP"))))
           (when (and ts (not (find ?+ ts))) (org-2ft ts))))))

(defun nd/is-fresh-heading-p ()
  "Return timestamp if current heading is fresh."
  (nd/heading-compare-timestamp 'nd/is-timestamped-heading-p nil t))

(defun nd/is-archivable-heading-p ()
  "Return timestamp if current heading is archivable."
  (nd/heading-compare-timestamp
   'nd/is-closed-heading-p
    (- (* 60 60 24 nd/archive-delay-days))))

(defun nd/is-inert-heading-p ()
  "Return timestamp if current heading is inert."
  (nd/heading-compare-timestamp
   'nd/is-ia-timestamped-heading-p
   (- (* 60 60 24 nd/inert-delay-days))))
task level testing
(defun nd/is-todoitem-p ()
  "Return todo keyword if heading has one."
  (let ((keyword (nth 2 (org-heading-components))))
    (if (member keyword org-todo-keywords-1)
        keyword)))

(defun nd/is-project-p ()
  "Return todo keyword if heading has todoitem children."
  (and (nd/heading-has-children 'nd/is-todoitem-p) (nd/is-todoitem-p)))

(defun nd/is-task-p ()
  "Return todo keyword if heading has no todoitem children."
  (and (not (nd/heading-has-children 'nd/is-todoitem-p)) (nd/is-todoitem-p)))

(defun nd/is-project-task-p ()
  "Return todo keyword if heading has todoitem parents."
  (and (nd/heading-has-parent 'nd/is-todoitem-p) (nd/is-task-p)))

(defun nd/is-atomic-task-p ()
  "Return todo keyword if heading has no todoitem parents or children."
  (and (not (nd/heading-has-parent 'nd/is-todoitem-p)) (nd/is-task-p)))
property testing
(defun nd/is-periodical-heading-p ()
  "Return t if heading is a periodical."
  (equal "periodical" (org-entry-get nil "PARENT_TYPE" t)))

(defun nd/is-iterator-heading-p ()
  "Return t if heading is an iterator."
  (equal "iterator" (org-entry-get nil "PARENT_TYPE" t)))

(defun nd/heading-has-effort-p ()
  "Return t if heading has an effort."
  (org-entry-get nil "Effort"))

(defun nd/heading-has-context-p ()
  "Return t if heading has a context."
  (let ((tags (org-get-tags-at)))
    (or (> (length (nd/filter-list-prefix "#" tags)) 0)
        (> (length (nd/filter-list-prefix "@" tags)) 0))))

(defun nd/heading-has-tag-p (tag)
  "Return t if heading has tag TAG."
  (member tag (org-get-tags-at)))
relational testing

Returns t if heading has certain relationship to other headings

(defun nd/heading-has-children (heading-test)
  "Return t if heading has a child for whom HEADING-TEST is t."
  (let ((subtree-end (save-excursion (org-end-of-subtree t)))
        has-children previous-point)
    (save-excursion
      (setq previous-point (point))
      (outline-next-heading)
      (while (and (not has-children)
                  (< previous-point (point) subtree-end))
        (when (funcall heading-test)
          (setq has-children t))
        (setq previous-point (point))
        (org-forward-heading-same-level 1 t)))
    has-children))

(defun nd/heading-has-parent (heading-test)
  "Return t if heading has parent for whom HEADING-TEST is t."
  (save-excursion (and (org-up-heading-safe) (funcall heading-test))))

(defun nd/has-discontinuous-parent ()
  "Return t if heading has a non-todoitem parent which in turn has a todoitem parent."
  (let ((has-todoitem-parent)
        (has-non-todoitem-parent))
    (save-excursion
      (while (and (org-up-heading-safe)
                  (not has-todoitem-parent))
        (if (nd/is-todoitem-p)
            (setq has-todoitem-parent t)
          (setq has-non-todoitem-parent t))))
    (and has-todoitem-parent has-non-todoitem-parent)))
project level testing

Projects are tested according to their statuscodes, which in turn are a function of the todo keywords and timestamps of their individual subtasks.

(defmacro nd/compare-statuscodes (op sc1 sc2 sc-list)
  "Compare position of statuscodes SC1 and SC2 in SC-LIST using operator OP."
  `(,op (position ,sc1 ,sc-list) (position ,sc2 ,sc-list)))

(defun nd/descend-into-project (allowed-statuscodes trans-tbl get-task-status)
  "Loop through (sub)project and return overall statuscode.

The returned statuscode is chosen from list ALLOWED-STATUSCODES where 
later entries in the list trump earlier ones. 

When a subproject is encountered, this function will obtain the 
statuscode of that project and use TRANS-TBL to translate the 
subproject statuscode to one in ALLOWED-STATUSCODES (if not found an 
error will be raised). TRANS-TBL is given as an alist of two-member 
cons cells where the first member is the subproject statuscode and the
 second is the index in ALLOWED-STATUSCODES to which the subproject 
statuscode will be translated.

When a task is encountered, function GET-TASK-STATUS will be applied to
obtain a statuscode-equivalent of the status of the tasks."
  ;; define "breaker-status" as the last of the allowed-statuscodes
  ;; when this is encountered the loop is broken because we are done
  ;; (the last entry trumps all others)
  (let ((project-status (first allowed-statuscodes))
        (breaker-status (car (last allowed-statuscodes)))
        (previous-point))
    (save-excursion
      (setq previous-point (point))
      (outline-next-heading)
      ;; loop through subproject tasks until breaker-status found
      (while (and (not (eq project-status breaker-status))
                  (> (point) previous-point))
        (let ((keyword (nd/is-todoitem-p)))
          (if keyword
              (let ((new-status
                     ;; if project then descend recursively
                     (if (nd/heading-has-children 'nd/is-todoitem-p)
                         (let ((n (nd/get-project-status)))
                           ;; if project returns an allowed status
                           ;; then use that
                           (or (and (member n allowed-statuscodes) n)
                               ;; otherwise look up the value in the
                               ;; translation table and return error
                               ;; if not found
                               (nth (or (alist-get n trans-tbl)
                                        (error (concat "status not found: " n)))
                                    allowed-statuscodes)))
                       ;; if tasks then use get-task-status to obtain status
                       (nth (funcall get-task-status keyword)
                            allowed-statuscodes))))
                (if (nd/compare-statuscodes > new-status project-status allowed-statuscodes)
                    (setq project-status new-status)))))
        (setq previous-point (point))
        (org-forward-heading-same-level 1 t)))
    project-status))

(defun nd/get-project-status ()
  "Return project heading statuscode (assumes it is indeed a project)."
  (let ((keyword (nd/is-todoitem-p)))
    ;;
    ;; these first three are easy because they only require
    ;; testing the project headline and nothing underneath
    ;;
    (cond
     ;; it does not make sense for projects to be scheduled
     ((nd/is-scheduled-heading-p) :scheduled-project)

     ;; held projects do not care what is underneath them
     ((equal keyword "HOLD") :held)

     ;; projects with invalid todostates are nonsense
     ((member keyword nd/project-invalid-todostates)
      :invalid-todostate)
     
     ;;
     ;; these require descending into the project subtasks
     ;;

     ;; canceled projects can either be archivable or complete
     ;; any errors or undone tasks are irrelevant
     ((equal keyword "CANC")
      (nd/descend-into-project
       '(:archivable :complete)
       '((:stuck . 1)
         (:held . 1)
         (:waiting . 1)
         (:active . 1)
         (:scheduled-project . 1)
         (:invalid-todostate . 1)
         (:undone-complete . 1)
         (:done-incomplete . 1))
       (lambda (k)
         (if (and (member k org-done-keywords)
                  (nd/is-archivable-heading-p)) 0 1))))
     
     ;; done projects are like canceled projects but can also be incomplete
     ((equal keyword "DONE")
      (nd/descend-into-project
       '(:archivable :complete :done-incomplete)
       '((:stuck . 2)
         (:held . 2)
         (:waiting . 2)
         (:active . 2)
         (:scheduled-project . 2)
         (:invalid-todostate . 2)
         (:undone-complete . 2))
       (lambda (k)
         (if (member k org-done-keywords)
             (if (nd/is-archivable-heading-p) 0 1)
           2))))
     
     ;; project with TODO states could be basically any status
     ((equal keyword "TODO")
      (nd/descend-into-project
       '(:undone-complete :stuck :held :waiting :active)
       '((:complete . 0)
         (:archivable . 0)
         (:scheduled-project . 1)
         (:invalid-todostate . 1)
         (:done-incomplete . 1))
       (lambda (k)
         (cond ((equal k "TODO") (if (nd/is-scheduled-heading-p) 4 1))
               ((equal k "HOLD") 2)
               ((equal k "WAIT") 3)
               ((equal k "NEXT") 4)
               (t 0)))))
     
     (t (error (concat "invalid keyword detected: " keyword))))))
repeater testing

Iterators and periodicals are tested similarly to projects in that they have statuscodes.

(defun nd/get-iterator-status ()
  "Get the status of an iterator where allowed statuscodes are in list
 `nd/get-iter-statuscodes.' where latter codes in the list trump 
earlier ones."
  (let ((iter-status (first nd/iter-statuscodes))
        (subtree-end (save-excursion (org-end-of-subtree t))))
    (save-excursion
      (setq previous-point (point))
      (outline-next-heading)
      (while (and (not (eq iter-status :active))
                  (< (point) subtree-end))
        (let ((keyword (nd/is-atomic-task-p))
              (new-status))
          (if keyword
              (progn
                (setq new-status (if (nd/heading-compare-timestamp
                                      (lambda ()
                                        (or (nd/is-scheduled-heading-p)
                                            (nd/is-deadlined-heading-p)))
                                        nd/iter-future-time t)
                                     :active
                                   :empty))
                (if (nd/compare-statuscodes > new-status iter-status nd/iter-statuscodes)
                    (setq iter-status new-status)))))
        (outline-next-heading)))
    iter-status))
    
(defun nd/get-periodical-status ()
  "Get the status of a periodical where allowed statuscodes are in list
 `nd/get-peri-statuscodes.' where latter codes in the list trump 
earlier ones."
  (let ((peri-status :uninit)
        (subtree-end (save-excursion (org-end-of-subtree t))))
    (save-excursion
      (setq previous-point (point))
      (outline-next-heading)
      (while (and (not (eq peri-status :fresh))
                  (< (point) subtree-end))
        (if (and (nd/is-periodical-heading-p)
                 (not (nd/heading-has-children 'nd/is-periodical-heading-p)))
            (let ((new-status
                   (if (nd/heading-compare-timestamp
                        'nd/is-timestamped-heading-p
                        nd/iter-future-time t)
                       :fresh
                     :stale)))
              (if (nd/compare-statuscodes > new-status peri-status nd/peri-statuscodes)
                  (setq peri-status new-status))))
        (outline-next-heading)))
    peri-status))
skip functions

These are the primary means used to sort through tasks and build agenda block views

helper skip functions and macros

Subunits for skip functions. Not meant to be used or called from the custom commands api

(defun nd/skip-heading ()
  "Skip forward to next heading."
  (save-excursion (or (outline-next-heading) (point-max))))

(defun nd/skip-subtree ()
  "Skip forward to next subtree."
  (save-excursion (or (org-end-of-subtree t) (point-max))))


(defmacro nd/skip-heading-without (heading-fun test-fun)
  "Skip headings accoring to certain characteristics. 

HEADING-FUN is a function that tests the heading and returns the 
todoitem keyword on success. TEST-FUN is a function that further tests 
the identity of the heading and may or may not use the keyword output 
supplied by the HEADING-FUN. This function will not skip if 
HEADING-FUN and TEST-FUN return true"
  `(save-restriction
     (widen)
     (let ((keyword (,heading-fun)))
       ;; (message keyword)
       (if (not (and keyword ,test-fun))
           (nd/skip-heading)))))
headings

Skip functions for headings which may or may not be todo-items.

(defun nd/skip-headings-with-tags (pos-tags-list &optional neg-tags-list)
  "Skip headings that have tags in POS-TAGS-LIST and not in NEG-TAGS-LIST."
  (save-restriction
    (widen)
    (let ((heading-tags (org-get-tags-at)))
      (if (and (or (not pos-tags-list)
                   (intersection pos-tags-list heading-tags :test 'equal))
               (not (intersection neg-tags-list heading-tags :test 'equal)))
          (nd/skip-heading)))))

(defun nd/skip-non-stale-headings ()
  "Skip headings that do not have stale timestamps and are not part of projects."
  (save-restriction
    (widen)
    (let ((keyword (nd/is-todoitem-p)))
      (if (not
           (and (nd/is-stale-heading-p)
                (not (member keyword org-done-keywords))
                (not (nd/heading-has-children 'nd/is-todoitem-p))
                (not (nd/heading-has-parent 'nd/is-todoitem-p))))
          (nd/skip-heading)))))
tasks

A few functions apply to both atomic tasks and project tasks the same.

(defun nd/skip-non-created-tasks ()
  "Skip tasks that do not have CREATED timestamp properties."
  (save-excursion
    (widen)
    (if (not (and (nd/is-task-p)
                  (not (nd/is-created-heading-p))))
        (nd/skip-heading))))
atomic tasks

By definition these have no parents, so I don't need to worry about skipping over projects. Any todo state is valid and we only sort by done/canc

(defun nd/skip-non-atomic-tasks ()
  "Skip headings that are not atomic tasks."
  (save-excursion
    (widen)
    (if (not (nd/is-atomic-task-p))
        (nd/skip-heading))))

(defun nd/skip-non-closed-atomic-tasks ()
  "Skip headings that are not complete (but not archivable) atomic tasks."
  (nd/skip-heading-without
   nd/is-atomic-task-p
   (and (member keyword org-done-keywords)
        (not (nd/is-archivable-heading-p)))))

(defun nd/skip-non-archivable-atomic-tasks ()
  "Skip headings that are not archivable atomic tasks."
  (nd/skip-heading-without
   nd/is-atomic-task-p
   (nd/is-archivable-heading-p)))
repeaters

These are headings marked with PARENT_TYPE property that have timestamped headings as children. They are to be refilled when all children are stale. Note that I only care about the parent headings as the children should always show up in the agenda simply because they have timestamps. Parents can be either fresh (at least one child in the future) or stale (all children in the past).

(defun nd/skip-non-iterator-parent-headings ()
  "Skip headings that are not toplevel iterator headings."
  (save-restriction
    (widen)
    (if (not (and (nd/is-iterator-heading-p)
                  (not (nd/heading-has-parent 'nd/is-iterator-heading-p))))
        (nd/skip-heading))))

(defun nd/skip-non-iterator-unscheduled ()
  "Skip all headings that are not unscheduled iterator children."
  (nd/skip-heading-without
   nd/is-atomic-task-p
   (not (or (nd/is-scheduled-heading-p)
            (nd/is-deadlined-heading-p)))))
            
(defun nd/skip-non-periodical-parent-headings ()
  "Skip headings that are not toplevel periodical headings."
  (save-restriction
    (widen)
    (if (not (and (nd/is-periodical-heading-p)
                  (not (nd/heading-has-parent 'nd/is-periodical-heading-p))))
        (nd/skip-heading))))

(defun nd/skip-non-periodical-untimestamped ()
  "Skip all headings that are not periodical children without a timestamp."
  (save-restriction
    (widen)
    (if (not (and (nd/is-periodical-heading-p)
                  (not (nd/is-timestamped-heading-p))
                  (not (nd/heading-has-children 'nd/is-periodical-heading-p))))
        (nd/skip-heading))))
project tasks

Note that I don't care about the timestamp in these cases because I don't archive these; I archive their parent projects. The keywords I care about are NEXT, WAIT, and HOLD because these are definitive project tasks that require/inhibit futher action. (TODO = stuck which I take care of at the project level, and DONE/CANC = archivable which is dealt with similarly)

For performance, I need to assess if the parent project is skippable, in which case I jump to the next subtree.

(defun nd/skip-non-project-tasks ()
  "Skip headings that are not project tasks."
  (save-restriction
    (widen)
    (let ((keyword (nd/is-todoitem-p)))
      (if keyword
          (if (nd/heading-has-children 'nd/is-todoitem-p)
              (if (member keyword nd/project-skip-todostates)
                  (nd/skip-subtree)
                (nd/skip-heading))
            (if (not (nd/heading-has-parent 'nd/is-todoitem-p))
                (nd/skip-heading)))
        (nd/skip-heading)))))
heading-level errors

Some headings are invalid under certain conditions; these are tested here.

(defun nd/skip-non-discontinuous-project-tasks ()
  "Skip headings that are not discontinuous within projects."
  (nd/skip-heading-without
   nd/is-todoitem-p
   (nd/has-discontinuous-parent)))

(defun nd/skip-non-done-unclosed-todoitems ()
  "Skip headings that are not completed without a closed timestamp."
  (nd/skip-heading-without
   nd/is-todoitem-p
   (and (member keyword org-done-keywords)
        (not (nd/is-closed-heading-p)))))

(defun nd/skip-non-undone-closed-todoitems ()
  "Skip headings that are not incomplete with a closed timestamp."
  (nd/skip-heading-without
   nd/is-todoitem-p
   (and (not (member keyword org-done-keywords))
        (nd/is-closed-heading-p))))
projects

Projects are handled quite simply. They have statuscodes for which I test, and this can all be handled by one function. Note that this is used for "normal" projects as well as repeaters.

(defun nd/skip-non-projects (&optional ignore-toplevel)
  "Skip headings that are not projects (toplevel-only if IGNORE-TOPLEVEL is t)."
  (save-restriction
    (widen)
    (let ((keyword (nd/is-project-p)))
      (if keyword
          (if (and nd/agenda-limit-project-toplevel
                   (not ignore-toplevel)
                   (nd/heading-has-parent 'nd/is-todoitem-p))
              (nd/skip-subtree))
        (nd/skip-heading)))))
sorting and filtering

These are used to filter and sort within block agendas (note this is different from the other filtering functions above as these are non-interactive).

(defun nd/org-agenda-filter-status (filter status-fun a-line
                                           &optional filter-only)
  "Filter for `org-agenda-before-sorting-filter-function' intended for
agenda project views (eg makes the assumption that all entries are
from projects in the original org buffer) wherein this function will
filter project headings based on their statuscodes.

It works by going to the original org buffer and determining the 
project status using STATUS-FUN, after which it will check if 
status is in FILTER (a list of statuscodes). If true, the flag string 
in the prefix is replaced with the status, and the status is set as a 
text property for further sorting.

If option FILTER-ONLY is t, function only return the unmodified a-line 
or nil to act as a filter (eg does not touch text properties)."
  (let* ((m (get-text-property 1 'org-marker a-line))
         (s (with-current-buffer (marker-buffer m)
              (goto-char m)
              (funcall status-fun))))
    (if (member s filter)
        (if filter-only
            a-line
          (org-add-props (replace-regexp-in-string
                          "xxxx" (symbol-name s) a-line)
              nil 'project-status s)))))

(defun nd/org-agenda-sort-prop (prop order a b)
  "Sort a block agenda view by text property PROP given a list ORDER
of said text properties in the desired order and lines A and B as 
inputs. To be used with `org-agenda-cmp-user-defined'."
  (let* ((ta (get-text-property 1 prop a))
         (tb (get-text-property 1 prop b))
         (pa (position ta order :test (if (stringp ta) #'equal)))
         (pb (position tb order :test (if (stringp tb) #'equal))))
    (cond ((or (null pa) (null pb)) nil)
          ((< pa pb) +1)
          ((> pa pb) -1))))
block view building macros

Some useful shorthands to create block agenda views

(defun nd/agenda-base-heading-cmd (match header skip-fun)
  "Make a tags agenda view that matches tags in string MATCH with
header given as string HEADER and with skip function SKIP-FUN."
  `(tags
    ,match
    ((org-agenda-overriding-header ,header)
     (org-agenda-skip-function ,skip-fun)
     (org-agenda-sorting-strategy '(category-keep)))))

(defun nd/agenda-base-task-cmd (match header skip-fun &optional sort)
  "Make a tags-todo agenda view that matches tags in string MATCH with
header given as string HEADER and with skip function SKIP-FUN. Also
takes a sorting structure SORT which is passed to 
`org-agenda-sorting-strategy'"
  (or sort (setq sort ''(category-keep)))
  `(tags-todo
    ,match
    ((org-agenda-overriding-header ,header)
     (org-agenda-skip-function ,skip-fun)
     (org-agenda-todo-ignore-with-date t)
     (org-agenda-sorting-strategy ,sort))))

(defun nd/agenda-base-project-cmd (match header skip-fun kw-list status-fun
                                         &optional todo status-px)
  "Make a tags-todo agenda view that matches tags in string MATCH with
header given as string HEADER and with skip function SKIP-FUN. KW-LIST
is a list of keywords to be used in filtering and sorting (the order
in the list defines the sort order). STATUS-FUN is a function used to
get the statuscode of the current line in the agenda. Optional arg
TODO determines if this is a tags-todo (t) or tags (nil) block, and
STATUS-PX as t enables the statuscode to be formatted into the prefix
string."
  `(,(if 'tags-todo 'tags)
    ,match
    ((org-agenda-overriding-header ,header)
     (org-agenda-skip-function ,skip-fun)
     (org-agenda-before-sorting-filter-function
      (lambda (l) (nd/org-agenda-filter-status ,kw-list ,status-fun l)))
     (org-agenda-cmp-user-defined
      (lambda (a b) (nd/org-agenda-sort-prop 'project-status ,kw-list a b)))
     (org-agenda-prefix-format '((tags . ,(if status-px
                                             "  %-12:c %(format \"xxxx: \")"
                                           "  %-12:c       "))))
     (org-agenda-sorting-strategy '(user-defined-down category-keep)))))
interactive functions

This is basically a filter but since it is implemented through skip functions it makes more sense to include it here. It allows distinguishing between toplevel projects and projects that are subprojects of the toplevel project (I usually only care about the former).

(defun nd/toggle-project-toplevel-display ()
  "Toggle all project headings and toplevel only headings in project blocks."
  (interactive)
  (setq nd/agenda-limit-project-toplevel (not nd/agenda-limit-project-toplevel))
  (when (equal major-mode 'org-agenda-mode)
    (org-agenda-redo))
  (message "Showing %s project view in agenda"
           (if nd/agenda-limit-project-toplevel "toplevel" "complete")))
advising

Some org functions don't do exactly what I want. Re-educate them here

org-tags-view done keywords

The org-tags-view can filter tags for only headings with TODO keywords (with type tags-todo), but this automatically excludes keywords in org-done-keywords. Therefore, if I want to include these in any custom agenda blocks, I need to use type tags instead and skip the unwanted TODO keywords with a skip function. This is far slower as it applies the skip function to EVERY heading.

Fix that here by nullifying org--matcher-tags-todo-only which controls how the matcher is created for tags and tags-todo. Now I can select done keywords using a match string like "+tag/DONE|CANC" (also much clearer in my opinion).

While this is usually more efficient, it may be counterproductive in cases where skip functions can be used to ignore huge sections of an org file (which is rarely for me; most only skip ahead to the next heading).

(defun nd/org-tags-view-advice (orig-fn &optional todo-only match)
  "Advice to include done states in `org-tags-view' for tags-todo agenda types."
  (nd/with-advice
      ((#'org-make-tags-matcher
        :around (lambda (f m)
                  (let ((org--matcher-tags-todo-only nil))
                    (funcall f m)))))
    (funcall orig-fn todo-only match)))

(advice-add #'org-tags-view :around #'nd/org-tags-view-advice)
block agenda views
default sorting

This gives more flexibility in ignoring items with timestamps

(setq org-agenda-tags-todo-honor-ignore-options t)

By default I want block agendas to sort based on the todo keyword (with NEXT being up top as these have priority).

(setq org-agenda-cmp-user-defined
      '(lambda (a b)
         (let ((pa (- (length (member
                               (get-text-property 1 'todo-state a)
                               nd/org-agenda-todo-sort-order))))
               (pb (- (length (member
                               (get-text-property 1 'todo-state b)
                               nd/org-agenda-todo-sort-order)))))
           (cond ((or (null pa) (null pb)) nil)
                 ((> pa pb) +1)
                 ((< pa pb) -1)))))
custom commands

These agenda commands are the center of the gtd workflow. Some are slower than dirt but that's ok becuase the load times are far less than the that I would waste rifling through each org file trying to find a task.

(let* ((actionable "-NA-REFILE-%inc")
       (periodical "PARENT_TYPE=\"periodical\"")
       (iterator "PARENT_TYPE=\"iterator\"")
       (habit "STYLE=\"habit\"")
       (task-match (concat actionable "-" periodical "-" habit "/!"))
       (act-no-rep-match (concat actionable "-" periodical "-" iterator "-" habit "/!"))
       (peri-match (concat actionable "+" periodical "-" iterator "-" habit))
       (iter-match (concat actionable "-" periodical "+" iterator "-" habit "/!")))

  (setq
   org-agenda-custom-commands
   `(("a"
      "Calendar View"
      ((agenda "" ((org-agenda-skip-function '(nd/skip-headings-with-tags '("%inc" "REFILE")))
                        (org-agenda-include-diary t)))))

     ("t"
      "Task View"
      (,(nd/agenda-base-task-cmd act-no-rep-match
                                 "Project Tasks"
                                 ''nd/skip-non-project-tasks
                                 ''(user-defined-up category-keep))
       ,(nd/agenda-base-task-cmd act-no-rep-match "Atomic Tasks" ''nd/skip-non-atomic-tasks)))

     ("p"
      "Project View"
      (,(nd/agenda-base-project-cmd
         act-no-rep-match
         '(concat (and nd/agenda-limit-project-toplevel "Toplevel ") "Projects")
         ''nd/skip-non-projects
         ''(:scheduled-project :invalid-todostate :undone-complete :done-incomplete
                               :stuck :waiting :held :active)
         ''nd/get-project-status t t)))
          
     ("i"
      "Incubator View"
      ((agenda "" ((org-agenda-skip-function '(nd/skip-headings-with-tags nil '("%inc")))
                   (org-agenda-span 7)
                   (org-agenda-time-grid nil)
                   (org-agenda-entry-types '(:deadline :timestamp :scheduled))))
       ,(nd/agenda-base-heading-cmd "-NA-REFILE+%inc"
                                   "Stale Incubated Timestamps"
                                   ''nd/skip-non-stale-headings)
       ,(nd/agenda-base-task-cmd "-NA-REFILE+%inc/!"
                                 "Incubated Tasks"
                                 ''nd/skip-non-atomic-tasks)
       ,(nd/agenda-base-project-cmd
         "-NA-REFILE+%inc/!"
         '(concat (and nd/agenda-limit-project-toplevel "Toplevel ") "Incubated Projects")
         ''nd/skip-non-projects
         ''(:scheduled-project :invalid-todostate :undone-complete :done-incomplete
                               :stuck :waiting :held :active)
         ''nd/get-project-status
         t t)))
          
     ("P"
      "Periodical View"
      (,(nd/agenda-base-project-cmd
         (concat actionable "-" iterator "+" periodical "-" habit)
         "Periodical Status"
         ''nd/skip-non-periodical-parent-headings
         'nd/peri-statuscodes ''nd/get-periodical-status nil t)
       ,(nd/agenda-base-heading-cmd "-NA-REFILE+PARENT_TYPE=\"periodical\""
                                   "Untimestamped"
                                   ''nd/skip-non-periodical-untimestamped)))

     ("I"
      "Iterator View"
      (,(nd/agenda-base-project-cmd
         "-NA-REFILE+PARENT_TYPE=\"iterator\""
         "Iterator Status"
         ''nd/skip-non-iterator-parent-headings
         'nd/iter-statuscodes ''nd/get-iterator-status nil t)
       ,(nd/agenda-base-task-cmd "-NA-REFILE+PARENT_TYPE=\"iterator\"/!"
                                 "Unscheduled or Undeaded"
                                 ''nd/skip-non-iterator-unscheduled)))

     ("r" "Refile" ((tags "REFILE" ((org-agenda-overriding-header "Tasks to Refile"))
                          (org-tags-match-list-sublevels nil))))
     
     ("f" "Flagged" ((tags "%flag" ((org-agenda-overriding-header "Flagged Tasks")))))
     
     ("e"
      "Critical Errors"
      (,(nd/agenda-base-task-cmd task-match
                                 "Discontinous Project"
                                 ''nd/skip-non-discontinuous-project-tasks)
       ,(nd/agenda-base-heading-cmd task-match
                                    "Undone Closed"
                                    ''nd/skip-non-undone-closed-todoitems)
       ,(nd/agenda-base-heading-cmd (concat actionable "-" periodical)
                                    "Done Unclosed"
                                    ''nd/skip-non-done-unclosed-todoitems)
       ,(nd/agenda-base-task-cmd (concat task-match)
                                 "Missing Creation Timestamp"
                                 ''nd/skip-non-created-tasks)))
       

     ("A"
      "Archivable Tasks and Projects"
      ((tags-todo ,(concat actionable "-" periodical "-" habit "/DONE|CANC")
                  ((org-agenda-overriding-header "Archivable Atomic Tasks and Iterators")
                   (org-agenda-sorting-strategy '(category-keep))
                   (org-agenda-skip-function 'nd/skip-non-archivable-atomic-tasks)))
       ,(nd/agenda-base-heading-cmd (concat actionable "-" habit)
                                   "Stale Tasks and Periodicals"
                                   ''nd/skip-non-stale-headings)
       ,(nd/agenda-base-project-cmd
         (concat actionable "-" periodical "-" iterator "-" habit)
         '(concat (and nd/agenda-limit-project-toplevel "Toplevel ") "Archivable Projects")
         ''nd/skip-non-projects ''(:archivable) ''nd/get-project-status))))))

gtd next generation

GTD is great but has many limitations…mostly due to the fact that it was originally made on paper. This is meant to extend the GTD workflow into a comprehensive tracking engine that can be used and analyze and project long-term plans and goals.

logging

drawer

I prefer all logging to go in a seperate drawer (aptly named) which allows easier navigation and parsing for data analytics.

(setq org-log-into-drawer "LOGBOOK")
events

Events are nice to record because it enables tracking of my behavior (eg how often I reschedule, which may indicate how well I can predict when things should happen).

(setq org-log-done 'time
      org-log-redeadline 'time
      org-log-reschedule 'time)
repeated tasks

In these cases, it is nice to know what happened during each cycle, so force notes.

(setq org-log-repeat 'note)
creation time

org-mode has no good way out of the box to add creation time to todo entries or headings. This is nice to have as I can use them to see which tasks are bein ignored or neglected.

And yes, there is org-expiry, but it does more than I need and I don't feel like installing the extra contrib libraries.

This function adds the CREATED property. Note that I only really care about TODO entries, as anything else is either not worth tracking or an appointment which already have timestamps.

(defun nd/org-set-creation-time (&optional always)
  "Set the creation time property of the current heading.
Applies only to todo entries unless ALWAYS is t."
  (when (or always (nd/is-todoitem-p))
    (let* ((ts (format-time-string (cdr org-time-stamp-formats)))
           (ts-ia (concat "[" (substring ts 1 -1) "]")))
      (funcall-interactively 'org-set-property "CREATED" ts-ia))))

Advise the org-insert-todo-entry function. Advice here is necessary as there is only a hook for org-insert-heading and it fires before the TODO info is added.

(advice-add 'org-insert-todo-heading :after #'nd/org-set-creation-time)

Add hook for org-capture.

(add-hook 'org-capture-before-finalize-hook #'nd/org-set-creation-time)

sqlite backend

Org mode is great and all, but in many cases, text files just won't cut it. Hardcore data analysis is one of them, so make functions to shove org files (specifically archive files) into a sqlite database

basic functions

These are org-mode-agnostic functions that pertain to sql. They are basically just simple interfaces for shell commands.

(require 'sql)

(defun nd/sql-cmd (db sql)
  "Execute string SQL on database DB executing `sql-sqlite-program'.
Returns the output of CMD. SQL should not contain any quotes as if it
were entered on the shell."
  (shell-command-to-string (concat sql-sqlite-program " " db " \"" sql "\"")))
  
(defun nd/sql-escape-text (txt)
  "Escape and quote TXT in order to insert into sqlite db via 'insert'.
This assumes the insertion command will be run on a shell where the
sql command string is in double quotes."
  (let* ((new-txt (replace-regexp-in-string "'" "''" txt nil t))
         (new-txt (replace-regexp-in-string "\"" "\\\"" new-txt nil t)))
    (concat "'" new-txt "'")))

(defun nd/sql-to-string (entry)
  "Convert ENTRY to a string suitable for insertion into SQLite db.
Converts numbers to strings, flanks strings with '\"', and converts 
any other symbols to their symbol name."
  (cond ((stringp entry) (nd/sql-escape-text entry))
        ((numberp entry) (number-to-string entry))
        (entry (symbol-name entry))
        (t "NULL")))
    
(defun nd/sql-construct-insertion (tbl data)
  "Concatenate DATA into escaped comma-separated string for SQL insertion."
  (let* ((data-str (mapcar #'nd/sql-to-string data))
         (data-str (string-join data-str ",")))
    (concat "insert into " tbl " values(" data-str ");")))

(defun nd/sql-insert (db tbl data)
  "Insert list DATA into TBL in sqlite database DB."
  (nd/sql-cmd db (nd/sql-construct-insertion tbl data)))

(defun nd/sql-insert-multi (db tbl-data &optional acc)
  "Insert TBL-DATA into sqlite database DB using transactions.
TBL-DATA is a plist with each key as the table and the value as a
list of lists holding data for that table."
  (if (not tbl-data)
      (concat acc "commit;")
    (let* ((acc (or acc "begin transaction;"))
           (tbl-name (car tbl-data))
           (row-data (cdr tbl-data))
           (rem (cddr tbl-data))
           (concat-tbl
            (lambda (tbl data &optional acc)
              (if data
                  (let* ((cur (car data))
                         (rem (cdr data))
                         (acc-new (nd/sql-construct-insertion tbl cur))
                         (acc-new (concat acc acc-new)))
                    (funcall concat-tbl tbl rem acc-new))
                acc)))
           (new-acc (funcall concat-tbl tbl row-data)))
      (nd/sql-insert-multi (db rem new-acc)))))
org parsing function

Basic functions to parse org strings

(defun nd/org-effort-to-int (effort-str &optional to-string throw-err)
  "Convert EFFORT-STR into an integer from HH:MM format.
If it is already an integer, nothing is changed. If TO-STRING is t,
convert the final number to a string of the number. If THROW-ERR is t,
throw an error if the string is not recognized."
  (when effort-str
    (let ((effort-str (string-trim effort-str)))
      (save-match-data
        (cond
         ((string-match "^\\([0-9]+\\):\\([0-6][0-9]\\)$" effort-str)
          (let* ((hours (string-to-number (match-string 1 effort-str)))
                 (minutes (string-to-number (match-string 2 effort-str)))
                 (sum (+ (* 60 hours) minutes)))
            (if to-string (number-to-string sum) sum)))
         ((string-match-p "^[0-9]+$" effort-str)
          (if to-string effort-str (string-to-number effort-str)))
         (t (when throw-err
              (error (concat "Unknown effort format: '" effort-str "'")))))))))

(defun nd/org-ts-format-to-iso (ts)
  "Return org timestamp TS to as string in ISO 8601 format.
If TS is nil or TS cannot be understood, nil will be returned."
  (when ts
    ;; org-parse-time-string (used in org-2ft) does not save match data
    (let ((ft (save-match-data (org-2ft ts))))
      ;; assume that nobody is going to need jan 1 1970
      (when (> ft 0)
        (format-time-string "%Y-%m-%dT%H:%M:00" ft)))))
org sql schemas
(defconst nd/org-sqlite-header-schema
  "CREATE TABLE headlines (
archive_file_path TEXT,
headline_file_offset INTEGER,
archive_tree_path TEXT,
source_file_path TEXT NOT NULL,
source_tree_path TEXT,
headline_text TEXT NOT NULL,
time_created DATE,
time_closed DATE,
time_scheduled DATE,
time_deadlined DATE,
keyword TEXT,
effort INTEGER,
priority INTEGER,
content TEXT,
PRIMARY KEY (archive_file_path ASC, headline_file_offset ASC));"
  "Schema to build the headers table in the org archive db.")

(defconst nd/org-sqlite-tags-schema
  "CREATE TABLE tags (
archive_file_path TEXT,
headline_file_offset INTEGER,
tag TEXT,
inherited BOOLEAN,
FOREIGN KEY (archive_file_path, headline_file_offset)
REFERENCES headlines (archive_file_path, headline_file_offset),
PRIMARY KEY (archive_file_path, headline_file_offset, tag, inherited));"
  "Schema to build the tags table in the org archive db.")

(defconst nd/org-sqlite-properties-schema
  "CREATE TABLE properties (
archive_file_path TEXT,
headline_file_offset INTEGER,
property_file_offset INTEGER PRIMARY KEY,
key_text TEXT NOT NULL,
val_text TEXT NOT NULL,
inherited BOOLEAN,
FOREIGN KEY (archive_file_path, headline_file_offset)
REFERENCES headlines (archive_file_path, headline_file_offset));"
  "Schema to build the properties table in the org archive db.")

(defconst nd/org-sqlite-clocking-schema
  "CREATE TABLE clocking (
archive_file_path TEXT,
headline_file_offset INTEGER,
clock_file_offset INTEGER,
time_start DATE NOT NULL,
time_end DATE,
clock_note TEXT,
FOREIGN KEY (archive_file_path, headline_file_offset)
REFERENCES headlines (archive_file_path, headline_file_offset),
PRIMARY KEY (archive_file_path ASC, clock_file_offset ASC));"
  "Schema to build the clocking table in the org archive db.")

(defconst nd/org-sqlite-logbook-schema
  "CREATE TABLE logbook (
archive_file_path TEXT,
headline_file_offset INTEGER,
entry_file_offset INTEGER,
time_logged DATE,
note TEXT,
FOREIGN KEY (archive_file_path, headline_file_offset)
REFERENCES headlines (archive_file_path, headline_file_offset),
PRIMARY KEY (archive_file_path ASC, entry_file_offset ASC));"
  "Schema to build the logbook table in the org archive db.")

(defconst nd/org-sqlite-state-changes-schema
  "CREATE TABLE state_changes (
archive_file_path TEXT,
entry_file_offset INTEGER,
state_old TEXT NOT NULL,
state_new TEXT NOT NULL,
FOREIGN KEY (archive_file_path, entry_file_offset)
REFERENCES headlines (archive_file_path, headline_file_offset),
PRIMARY KEY (archive_file_path ASC, entry_file_offset ASC));"
  "Schema to build the state_changes table in the org archive db.")

(defconst nd/org-sqlite-planning-changes-schema
  "CREATE TABLE planning_changes (
archive_file_path TEXT,
entry_file_offset INTEGER,
time_old DATE NOT NULL,
time_new DATE,
planning_type TEXT CHECK (planning_type = \\\"d\\\" or (planning_type = \\\"s\\\")),
FOREIGN KEY (archive_file_path, entry_file_offset)
REFERENCES logbook (archive_file_path, entry_file_offset),
PRIMARY KEY (archive_file_path ASC, entry_file_offset ASC));"
  "Schema to build the planning_changes table in the org archive db.")
org element functions

These are functions that operate on org-element objects to parse for insertion into the db.

(defun nd/org-element-timestamp-raw (prop obj &optional iso)
  "Return the raw-value of the timestamp PROP in OBJ if exists.
If ISO is t, return the timestamp in ISO 8601 format."
  (when obj
    (let ((ts (org-element-property prop obj)))
      (when ts
        (let ((raw-ts (org-element-property :raw-value ts)))
          (if iso (nd/org-ts-format-to-iso raw-ts) raw-ts))))))
      
(defun nd/org-element-find-type (type obj)
  "Find and return the first instance of TYPE in OBJ.
TYPE is an org element type symbol and OBJ is a list of elements/objects."
  (let ((obj-cur (car obj))
        (obj-rem (cdr obj)))
    (if (eq type (org-element-type obj-cur))
        obj-cur
      (nd/org-element-find-type type obj-rem))))
      
(defun nd/org-element-get-parent-type (type obj)
  "Return parent element of type TYPE for OBJ or nil if not found."
  (when obj
    (let ((parent (org-element-property :parent obj)))
      (if (eq type (org-element-type parent))
          parent
        (nd/org-element-get-parent-type type parent)))))

(defun nd/org-element-split-by-type (type contents &optional right)
  "Split org-element sequence of objects CONTENTS by first instance of TYPE.
If RIGHT is t, get the right half instead of the left."
  (let ((scan
         (lambda (c &optional acc)
           (if c
               (let ((cur (car c))
                     (rem (cdr c)))
                 (if (equal type (org-element-type cur))
                     (if right rem acc)
                   (funcall scan rem (append acc (list cur)))))
             (unless right acc)))))
    (funcall scan contents)))
        
(defun nd/org-element-get-parent-headline (obj)
  "Get the parent headline element (if any) of org-element OBJ."
  (when obj
    (let ((parent (org-element-property :parent obj)))
      (if (eq 'headline (org-element-type parent))
          parent
        (nd/org-element-get-parent-headline parent)))))
        
(defun nd/org-element-get-parent-tree (obj &optional acc)
  "Construct parent tree path for object OBJ and concatenate to ACC.
Returns '/' delimited path of headlines or nil if obj is in a toplevel
headline."
  (let ((parent-hl (nd/org-element-get-parent-headline obj)))
    (if parent-hl
        (let* ((txt (org-element-property :raw-value parent-hl))
               (new-acc (concat "/" txt acc)))
          (nd/org-element-get-parent-tree parent-hl new-acc))
      acc)))
      
(defun nd/org-element-get-parent-tags (obj &optional acc)
  "Get all tags from parent headlines of OBJ and concat to ACC.
ACC is treated as a set; therefore no duplicates are retained."
  (let ((parent-hl (nd/org-element-get-parent-headline obj)))
    (if parent-hl
        (let* ((tags (org-element-property :tags parent-hl))
               (i-tags (org-element-property :ARCHIVE_ITAGS parent-hl))
               (i-tags (when i-tags (split-string i-tags)))
               (all-tags (delete-dups (append acc tags i-tags))))
          (nd/org-element-get-parent-tags parent-hl all-tags))
      acc)))
      
(defun nd/org-element-property-inherited (prop obj)
  "Return the PROP value of the current org element or object OBJ.
If it is not available in the current obj, recursively go up to 
parent until found or return nil if unfruitful."
  (when obj
    (let ((prop-val (org-element-property prop obj)))
      (or
       prop-val
       (let ((parent (org-element-property :parent obj)))
         (nd/org-element-property-inherited prop parent))))))
         
(defun nd/org-element-partition-headline (headline)
  "For a given org-element HEADLINE, return a sorted plist.
The plist will be structured as such:

:planning '(data)
:logbook-drawer '(data)
:property-drawer '(data)
:headline-contents '(data)
:subheadings (list of subheadings)

The planning entry will have the list of data associated with the
:planning property, and likewise with property-drawer. logbook-drawer
will be a drawer that is explicitly named `org-log-into-drawer' or
nil if not set. other-contents includes all other elements including
other drawers, list, paragraph elements, etc. If any of these groups 
are missing, nil will be returned."
  (when headline
    (let ((hl-contents (org-element-contents headline)))
      (if (eq 'headline (org-element-type (car hl-contents)))
          ;; return just a plist of subheadings if there is no section
          (list :subheadings hl-contents)
        (let* ((sec-contents (org-element-contents (car hl-contents)))
               (subheadings (cdr hl-contents))
               (init-plist (list :subheadings subheadings))
               (get-pkey
                (lambda (obj)
                  (let ((type (org-element-type obj)))
                    (cond
                     ((eq 'planning type) :planning)
                     ((eq 'property-drawer type) :property-drawer)
                     ((and (eq 'drawer type)
                           (equal (org-element-property :drawer-name obj)
                                  org-log-into-drawer))
                      :logbook-drawer)
                     (t :headline-contents)))))
               (sort-contents
                (lambda (contents &optional acc)
                  (let*
                      ((cur (car contents))
                       (rem (cdr contents))
                       (pkey (funcall get-pkey cur))
                       (new-acc (nd/plist-put-append acc pkey cur)))
                    (if rem (funcall sort-contents rem new-acc) new-acc)))))
          (funcall sort-contents sec-contents init-plist))))))
org sql constants and variables
(defconst nd/org-sqlite-db-path
  (expand-file-name "archive.db" org-directory)
  "Path for the sqlite database that holds archive data.")
  
(defconst nd/org-sql-ignored-properties
  '("ARCHIVE_TIME" "ARCHIVE_FILE" "ARCHIVE_OLPATH" "ARCHIVE_CATEGORY"
    "ARCHIVE_ITAGS" "ARCHIVE_TODO" "Effort" "CREATED")
  "Property keys to be ignored when inserting in properties table. 
It is assumed these are used elsewhere and thus it would be redundant 
to store them.")

(defvar nd/org-sql-use-tag-inheritance t
  "Use tag inheritance when constructing sql databases for org.
See `org-use-tag-inheritance'.")
org logbook parsing functions

The logbook takes some extra work to parse as there is little/no information to distinguish the "type" of any given log entry (outside of clocking). Therefore, need to go down to the string level and match using regular expressions.

(defun nd/org-logbook-match-header (header-text)
  "Test if ENTRY-STR matches `nd/org-log-note-headings-regexp'.
If match successful, returns plist with the following:

:type - the type of the header, which is the car to the corresponding
  cell in `nd/org-log-note-headings-regexp'
:match-data - the match data for the search to find the type"
  (let* ((scan
          (lambda (str note-regex-alist)
            (when note-regex-alist
              (let* ((cur (car note-regex-alist))
                     (rem (cdr note-regex-alist))
                     (type (car cur))
                     (re (cdr cur)))
                (if (string-match re str)
                    type
                  (funcall scan str rem))))))
         (type (funcall scan header-text nd/org-log-note-headings-regexp)))
    (when type (list :type type :match-data (match-data)))))
  
(defun nd/org-logbook-parse-item (item archive-file-path headline-file-offset)
  "Parse an org-element ITEM which is assumed to be part of a logbook.
Returns a plist with the following structure:

:item - the original item element
:parent-headline - the headline immediately encapsulating the item
:header-text - the first line of the note which is standardized using
  `org-log-note-headings' as a trimmed string with no text properties.
:note-text - the remainder of the note text as a trimmed string with
  no text properties (will be nil if item has no line-break element)
:offset - the file offset of the item
:type - the type of the item (may be nil if undetermined)
:match-data - match data associated with finding the type as done
  using `nd/org-log-note-headings-regexp' (may be nil if undetermined)
:archive-file-path - the value of ARCHIVE-FILE-PATH
:headline-file-offset - the value of HEADLINE-FILE-OFFSET."
  (let* ((parent-hl (nd/org-element-get-parent-headline item))
         (item-offset (org-element-property :begin item))
         (paragraph (nd/org-element-find-type 'paragraph item))
         (contents (org-element-contents paragraph))
         ;; split entry into right / left components via linebreak
         (left (nd/org-element-split-by-type 'line-break contents))
         (right (nd/org-element-split-by-type 'line-break contents t))
         (header-text (string-trim (substring-no-properties
                                  (org-element-interpret-data left))))
         (note-text (string-trim (substring-no-properties
                                  (org-element-interpret-data right))))
         (type-plist (nd/org-logbook-match-header header-text))
         (parse-plist (list :item item
                            :parent-headline parent-hl
                            :header-text header-text
                            :note-text note-text
                            :offset item-offset
                            :archive-file-path archive-file-path
                            :headline-file-offset headline-file-offset)))
    (append parse-plist type-plist)))
    
;; this function doesn't exist in vanilla org mode >:(
(defun nd/org-todo-keywords-stripped ()
 "Return `org-todo-keywords' as string list w/o selectors.
Will likely match the value of `org-todo-keywords-1' in many cases,
but this has the advantage of being always available and comprehensive."
 (mapcar
  (lambda (s) (replace-regexp-in-string "(.*)" "" s))
  (remove "|" (mapcan #'cdr (copy-tree org-todo-keywords)))))

(defun nd/org-log-note-headings-matcher ()
  "Convert `org-log-note-headings' to a regex matcher.
See `org-log-note-headings' for escape sequences that are matched
and replaces by regexps that match what would be inserted in place
of the escapes."
  ;; no pipes :( so sad for mario bros
  (let* ((escapes '("%u" "%U" "%t" "%T" "%d" "%D" "%s" "%S"))
         (todo-list (nd/org-todo-keywords-stripped))
         (todo-regexp (mapconcat #'regexp-quote todo-list "\\|"))
         (ts-or-todo-regexp (concat "\"\\(" org-ts-regexp-inactive "\\|"
                                    todo-regexp "\\)\""))
         (org-ts-regexp-cap (concat "\\(" org-ts-regexp "\\)")) 
         (org-ts-regexp-inactive-cap (concat "\\(" org-ts-regexp-inactive "\\)")) 
         (re-matchers (list ".*"
                            ".*"
                            org-ts-regexp-inactive-cap
                            org-ts-regexp-cap
                            org-ts-regexp-inactive-cap
                            org-ts-regexp-cap
                            ts-or-todo-regexp
                            ts-or-todo-regexp))
         (re-matchers-pad (mapcar
                           (lambda (s)
                             (concat "[[:space:]]*" s "[[:space:]]*"))
                           re-matchers))
         (re-no-pad-alist (mapcar* #'cons escapes escapes))
         (re-match-alist (mapcar* #'cons escapes re-matchers-pad))
         (apply2note
          (lambda (n f)
            (let ((note-type (car n))
                  (note-str (cdr n)))
              (cons note-type (funcall f note-str)))))
         (replace-esc
          (lambda (n re)
            (funcall apply2note
                     n
                     (lambda (s) (org-replace-escapes s re)))))
         (shrink-space
          (lambda (n)
            (funcall apply2note
                     n
                     (lambda (s) (replace-regexp-in-string "\s+" " " s)))))
         (new org-log-note-headings))
    ;; remove padding information by replacing all escape sequences
    ;; with their non-padded version and then removing extra spaces
    (setq new (mapcar (lambda (n) (funcall replace-esc n re-no-pad-alist)) new))
    (setq new (mapcar (lambda (n) (funcall shrink-space n)) new))
    ;; replace all escape sequences with regexps that match
    ;; the data to be inserted via the escape sequences
    (setq new (mapcar (lambda (n) (funcall replace-esc n re-match-alist)) new))
    ;; filter out anything that is blank (eg default clock-in)
    (seq-filter (lambda (s) (not (equal (cdr s) ""))) new)))

(defconst nd/org-log-note-headings-regexp
  (nd/org-log-note-headings-matcher)
  "Like `org-log-note-headings' but has regexp's instead of
escape sequences.")
org sql db function

These are the main functions to populate the db.

(defun nd/org-init-db ()
  "Make a sqlite database for org archive files if it does not exist already."
  (unless (file-exists-p nd/org-sqlite-db-path)
    (process-file-shell-command (concat "touch " nd/org-sqlite-db-path))
    (nd/sql-cmd nd/org-sqlite-db-path nd/org-sqlite-header-schema)
    (nd/sql-cmd nd/org-sqlite-db-path nd/org-sqlite-properties-schema)
    (nd/sql-cmd nd/org-sqlite-db-path nd/org-sqlite-tags-schema)
    (nd/sql-cmd nd/org-sqlite-db-path nd/org-sqlite-clocking-schema)
    (nd/sql-cmd nd/org-sqlite-db-path nd/org-sqlite-logbook-schema)
    (nd/sql-cmd nd/org-sqlite-db-path nd/org-sqlite-state-changes-schema)
    (nd/sql-cmd nd/org-sqlite-db-path nd/org-sqlite-planning-changes-schema)))

(defun nd/org-element-note-header-to-sql (parsed-item &optional acc)
  "Add data from PARSED-ITEM to ACC depending on its type."
  (let ((type (plist-get parsed-item :type))
        (archive-file-path (plist-get parsed-item :archive-file-path))
        (entry-file-offset (plist-get parsed-item :offset))
        (header-text (plist-get parsed-item :header-text)))
    ;; TODO, make these adapt to the value of org-log-note-headings??
    (cond
     ((eq type 'state)
      (let* ((state-old (match-string 3 header-text))
             (state-new (match-string 1 header-text))
             (state-data (list archive-file-path
                               entry-file-offset
                               state-old
                               state-new)))
        (nd/plist-put-list acc 'state_changes state-data)))
     ((memq type '(reschedule delschedule redeadline deldeadline))
      (let* ((time-old (nd/org-ts-format-to-iso
                        (match-string 1 header-text)))
             (planning-kw (if (memq type '(reschedule delschedule))
                              :scheduled
                            :deadline))
             (parent-hl (plist-get parsed-item :parent-headline))
             (time-new (nd/org-element-timestamp-raw planning-kw parent-hl t))
             (time-new (nd/org-ts-format-to-iso time-new))
             (planning-type (if (eq :scheduled planning-kw) "s" "d"))
             (planning-data (list archive-file-path
                                  entry-file-offset
                                  time-old
                                  time-new
                                  planning-type)))
        (nd/plist-put-list acc 'planning_changes planning-data)))
     ;; no action required for these
     ((memq type '(done refile note)) acc)
     ;; header type not determined, therefore do nothing
     (t acc))))

(defun nd/org-element-note-get-time-logged (parsed-item)
  "Return time-logged of PARSED-ITEM or nil if it cannot be determined."
  (set-match-data (plist-get parsed-item :match-data))
  (let* ((type (plist-get parsed-item :type))
         (time-index
          (cond
           ((memq type '(done note refile)) 1)
           ((memq type '(reschedule delschedule redeadline deldeadline)) 3)
           ((eq type 'state) 5)))
         (header-text (plist-get parsed-item :header-text)))
    (when time-index
      (nd/org-ts-format-to-iso (match-string time-index header-text)))))

(defun nd/org-element-note-to-sql (parsed-item &optional acc)
  "Add logbook common data from PARSED-ITEM to ACC."
  
  (let* ((archive-file-path (plist-get parsed-item :archive-file-path))
         (headline-file-offset (plist-get parsed-item :headline-file-offset))
         (entry-file-offset (plist-get parsed-item :offset))
         (time-logged (nd/org-element-note-get-time-logged parsed-item))
         (note-text (plist-get parsed-item :header-text))
         (logbook-data (list archive-file-path
                             headline-file-offset
                             entry-file-offset
                             time-logged
                             note-text))
         (new-acc (nd/plist-put-list acc 'logbook logbook-data)))
    (nd/org-element-note-header-to-sql parsed-item new-acc)))

(defun nd/org-element-add-note-to-clock (clock-data note-text)
  "Add NOTE-TEXT to sql data CLOCK-DATA."
  (append clock-data note-text))

(defun nd/org-logbook-parse-timestamp-range (ts)
  "Return start and end of timestamp TS depending on if it is a range.
Return value will be a list of two elements if range and one if not."
  (when ts
    (let ((time-start (nd/org-ts-format-to-iso (org-timestamp-split-range ts))))
      (when time-start
        (let* ((type (org-element-property :type ts))
               (time-end
                (when (eq type 'inactive-range)
                  (nd/org-ts-format-to-iso (org-timestamp-split-range ts t)))))
          (cons time-start time-end))))))

(defun nd/org-element-clock-to-sql (clock archive-file-path
                                          headline-file-offset)
  "Parse org-element CLOCK and return a list of extracted data.
ARCHIVE-FILE-PATH and HEADLINE-FILE-OFFSET are the file path and file
offset of the property's parent headline in the org file."
  (let* ((clock-file-offset (org-element-property :begin clock))
         (ts-obj (org-element-property :value clock))
         (ts-range (nd/org-logbook-parse-timestamp-range ts-obj))
         (time-start (car ts-range))
         (time-end (cdr ts-range)))
    (list archive-file-path
          headline-file-offset
          clock-file-offset
          time-start
          time-end)))

(defun nd/org-element-logbook-items-to-sql (items archive-file-path
                                               headline-file-offset
                                               &optional acc
                                               last-clock)
  "Parse ITEMS from logbook drawer (not clocks) and add to ACC.
ARCHIVE-FILE-PATH and HEADLINE-FILE-OFFSET are the file path and file
offset of the property's parent headline in the org file.
LAST-CLOCK has the same purpose as `nd/org-element-logbook-to-sql'."
  (if (not items)
      acc
    (let* ((cur (car items))
           (rem (cdr items))
           (parsed-item (nd/org-logbook-parse-item cur
                                                   archive-file-path
                                                   headline-file-offset))
           (type (plist-get parsed-item :type))
           (header-text (plist-get parsed-item :header-text))
           ;; if header type unknown and after a clock assume it
           ;; is a clock note
           (new-acc
            (if (and last-clock (not type))
                (let ((new-clock (nd/org-element-add-note-to-clock last-clock header-text)))
                  (nd/plist-put-list acc 'clocking new-clock))
             (nd/org-element-note-to-sql parsed-item acc))))
      ;; don't pass the new clock here as any thing called from inside
      ;; this function is guaranteed to be at least the second note
      ;; after a clock entry
      (nd/org-element-logbook-items-to-sql rem
                                        archive-file-path
                                        headline-file-offset
                                        new-acc))))

(defun nd/org-element-logbook-to-sql (lb-contents archive-file-path
                                                  headline-file-offset
                                                  &optional acc
                                                  last-clock)
  "Loop through logbook entries LB-CONTENTS and insert data into ACC.
ARCHIVE-FILE-PATH and HEADLINE-FILE-OFFSET are the file path and file
offset of the property's parent headline in the org file.

LAST-CLOCK is a temporary value to store the list of data from the
last clocking entry. This is necessary because some clock entries
may have notes attached to them, but since the clock and item elements
are independent from each other, we need to scan the next note to see
if it belongs to a clock."
  (if (not lb-contents)
      (if last-clock (nd/plist-put-list acc 'clocking last-clock) acc)
    (let* ((cur (car lb-contents))
           (rem (cdr lb-contents))
           (type (org-element-type cur)))
      (cond
       ((eq 'plain-list type)
        (let* ((items (org-element-contents cur))
               (new-acc
                (nd/org-element-logbook-items-to-sql items
                                                     archive-file-path
                                                     headline-file-offset
                                                     acc
                                                     last-clock)))
          (nd/org-element-logbook-to-sql rem
                                         archive-file-path
                                         headline-file-offset
                                         new-acc)))
       ((eq 'clock type)
        (let ((new-clock (nd/org-element-clock-to-sql cur
                                                      archive-file-path
                                                      headline-file-offset)))
          (nd/org-element-logbook-to-sql rem
                                         archive-file-path
                                         headline-file-offset
                                         acc
                                         new-clock)))
       (t (error (concat "Unknown logbook entry type: " (symbol-name type))))))))

(defun nd/org-element-property-to-sql (node-props archive-file-path
                                                  headline-file-offset
                                                  &optional acc)
  "Add data from NODE-PROPS to accumulator sql-data plist ACC.
ARCHIVE-FILE-PATH and HEADLINE-FILE-OFFSET are the file path and file
offset of the property's parent headline in the org file."
  (if (not node-props)
      acc
    (let* ((cur (car node-props))
           (rem (cdr node-props))
           (key-text (org-element-property :key cur))
           (new-acc
            (if (member key-text nd/org-sql-ignored-properties)
                acc
              (let* ((property-file-offset (org-element-property :begin cur))
                     (val-text (org-element-property :value cur))
                     (prop-data (list archive-file-path
                                      headline-file-offset
                                      property-file-offset
                                      key-text
                                      val-text
                                      ;; TODO add inherited flag
                                      nil)))
                (nd/plist-put-list acc 'properties prop-data)))))
      (nd/org-element-property-to-sql rem
                                      archive-file-path
                                      headline-file-offset
                                      new-acc))))

(defun nd/org-element-tags-to-sql (headline archive-file-path
                                            headline-file-offset
                                            &optional acc)
  "Add tags to sql-data plist ACC from HEADLINE.
ARCHIVE-FILE-PATH and HEADLINE-FILE-OFFSET are the file path and file
offset of the property's parent headline in the org file."
  (let* ((insert-tags
          (lambda (tags a h i acc)
            (if (not tags)
                acc
              (let* ((cur (car tags))
                     (rem (cdr tags))
                     (tags-data (list a h cur i))
                     (new-acc (nd/plist-put-list acc 'tags tags-data)))
                (funcall insert-tags rem a h i new-acc) new-acc))))
         ;; first insert all headline tags into acc
         (tags (mapcar #'nd/strip-string (org-element-property :tags headline)))
         (new-acc (funcall insert-tags
                           tags
                           archive-file-path
                           headline-file-offset
                           0
                           acc))
         ;; then retrieve i-tags, optionally going up to parents
         (i-tags (org-element-property :ARCHIVE_ITAGS headline))
         (i-tags (when i-tags (split-string i-tags)))
         (i-tags (if nd/org-sql-use-tag-inheritance
                     (nd/org-element-get-parent-tags headline i-tags)
                   i-tags)))
    (funcall insert-tags i-tags archive-file-path headline-file-offset
             1 new-acc)))

(defun nd/org-element-header-to-sql (headlines archive-file-path
                                               &optional acc)
  "Parse list of org-elements HEADLINES and insert data into ACC.
ARCHIVE-FILE-PATH is the file path to the currently parsed archive file."
  (if (not headlines)
      acc
    (let* ((cur (car headlines))
           (rem (cdr headlines))
           (headline-file-offset (org-element-property :begin cur))
           (archive-tree-path (nd/org-element-get-parent-tree cur))
           ;; insert data for headlines table
           (source-file-path (nd/org-element-property-inherited :ARCHIVE_FILE cur))
           (source-tree-path (nd/org-element-property-inherited :ARCHIVE_OLPATH cur))
           (headline-text (org-element-property :raw-value cur))
           (time-created (org-element-property :CREATED cur))
           (time-created (nd/org-ts-format-to-iso time-created))
           (time-closed (nd/org-element-timestamp-raw :closed cur t))
           (time-scheduled (nd/org-element-timestamp-raw :scheduled cur t))
           (time-deadline (nd/org-element-timestamp-raw :deadline cur t))
           (keyword (nd/strip-string (org-element-property :todo-keyword cur)))
           (effort (org-element-property :EFFORT cur))
           (effort (nd/org-effort-to-int effort t))
           (priority (org-element-property :priority cur))
           (hl-part (nd/org-element-partition-headline cur)) ;; data for children
           (hl-contents (plist-get hl-part :headline-contents))
           ;; (hl-contents-text (org-element-interpret-data hl-contents))
           ;; (hl-contents-text (when hl-contents-text
           ;;                     (string-trim
           ;;                      (substring-no-properties hl-contents-text))))
           (hl-data (list archive-file-path
                          headline-file-offset
                          archive-tree-path
                          source-file-path
                          source-tree-path
                          headline-text
                          time-created
                          time-closed
                          time-scheduled
                          time-deadline
                          keyword
                          effort
                          priority
                          nil))
           (new-acc (nd/plist-put-list acc 'headlines hl-data))
           ;; insert data for tags table
           (new-acc (nd/org-element-tags-to-sql cur
                                                archive-file-path
                                                headline-file-offset
                                                new-acc))
           ;; insert data for property table
           (property-drawer (plist-get hl-part :property-drawer))
           (node-props (org-element-contents property-drawer))
           (new-acc (nd/org-element-property-to-sql node-props
                                                    archive-file-path
                                                    headline-file-offset
                                                    new-acc))
           ;; insert data for logbook table
           (lb-drawer (plist-get hl-part :logbook-drawer))
           (lb-contents (org-element-contents lb-drawer))
           (new-acc (nd/org-element-logbook-to-sql lb-contents
                                                   archive-file-path
                                                   headline-file-offset
                                                   new-acc))
           ;; insert data for subheadings under this one
           (subheadings (plist-get hl-part :subheadings))
           (new-acc (nd/org-element-header-to-sql subheadings
                                                  archive-file-path
                                                  new-acc)))
      (nd/org-element-header-to-sql rem archive-file-path new-acc))))

(defun nd/org-archive-to-db ()
  "Transfer archive files to sqlite database."
  (let* ((rxv-path (expand-file-name "test.org_archive" org-directory))
         (tree (with-current-buffer (find-file-noselect rxv-path)
                 (org-element-parse-buffer)))
         (contents (org-element-contents tree))
         (headlines (if (eq 'section (org-element-type (car contents)))
                        (cdr contents)
                      contents)))
    (nd/org-element-header-to-sql headlines rxv-path)))

;; these are obviously temporary
(setq max-lisp-eval-depth 100000
      max-specpdl-size 800000)

tools

printing

For some reason there is no default way to get a "print prompt." Instead one needs to either install some third-party helper or make a function like this.

(defun nd/helm-set-printer-name ()
  "Set the printer name using helm-completion to select printer."
  (interactive)
  (let ((pl (or helm-ff-printer-list (helm-ff-find-printers))))
    (if pl (setq printer-name (helm-comp-read "Printer: " pl)))))

magit

(use-package magit
  :ensure t
  :config
  :delight auto-revert-mode
  (setq magit-push-always-verify nil
        git-commit-summary-max-length 50))

dired

no confirm

Keeping confirmation enabled does weird stuff with helm. Not ideal at the moment but we shall see if I find something better.

(setq dired-no-confirm '(move copy))

compression

Only supports tar.gz, tar.bz2, tar.xz, and .zip by default. Add support for more fun algos such as lzo and zpaq

(if (file-exists-p "/usr/bin/7z")
    (add-to-list 'dired-compress-files-alist
                    '("\\.7z\\'" . "7z a %o %i")))

(if (file-exists-p "/usr/bin/lrzip")
    (progn
      (add-to-list 'dired-compress-files-alist
                   '("\\.lrz\\'" . "lrzip -L 9 -o %o %i &"))
      (add-to-list 'dired-compress-files-alist
                   '("\\.lzo\\'" . "lrzip -l -L 9 -o %o %i &"))
      (add-to-list 'dired-compress-files-alist
                   '("\\.zpaq\\'" . "lrzip -z -L 9 -o %o %i &"))))

;; NOTE: this must be after the shorter lrz algos otherwise it will
;; always default to .lrz and not .tar.lrz
(if (file-exists-p "/usr/bin/lrztar")
    (progn
      (add-to-list 'dired-compress-files-alist
                   '("\\.tar\\.lrz\\'" . "lrztar -L 9 -o %o %i &"))
      (add-to-list 'dired-compress-files-alist
                   '("\\.tar\\.lzo\\'" . "lrztar -l -L 9 -o %o %i &"))
      (add-to-list 'dired-compress-files-alist
                   '("\\.tar\\.zpaq\\'" . "lrztar -z -L 9 -o %o %i &"))))

formatting for humans

make sizes human readable

(setq dired-listing-switches "-Alh")

mu4e attachments

By default the included gnus-dired package does not understan mu4e, so override the existing gnus-dired-mail-buffers function to fix. This allows going to a dired buffer, marking files, and attaching them interactively to mu4e draft buffers.

;; from here:
;; https://www.djcbsoftware.nl/code/mu/mu4e/Dired.html#Dired
(require 'gnus-dired)

(eval-after-load 'gnus-dired
  '(defun gnus-dired-mail-buffers ()
     "Return a list of active mu4e message buffers."
     (let (buffers)
       (save-current-buffer
         (dolist (buffer (buffer-list t))
           (set-buffer buffer)
           (when (and (derived-mode-p 'message-mode)
                      (null message-sent-message-via))
             (push (buffer-name buffer) buffers))))
       (nreverse buffers))))

(setq gnus-dired-mail-mode 'mu4e-user-agent)
(add-hook 'dired-mode-hook 'turn-on-gnus-dired-mode)

directory sized

By default dired uses ls -whatever to get its output. This does not have recursive directory contents by default. This nitfy package solves this. This is not on default because navigation is much slower and the du output adds very little in many situations (toggle when needed).

(use-package dired-du
  :ensure t
  :config
  (setq dired-du-size-format t))

mounted devices

If dired is to replace all other file managers it must handle devices. This function assumes all my devices are mounted on /media/$USER and that udevil is installed. It provides mount and mount/follow ops for all usb removable media and follow/unmount for all mounted devices (note the latter includes things that are not mounted here such as samba drives, which I normally hotkey to my window manager). This almost replicates the functionality of gvfs that I actually use without the bloat; the only missing piece is MPT for android (which will come later).

(defun nd/helm-devices ()
  "Mount, unmount, and navigate to removable media using helm."
  (interactive)
  (let* ((mounted (mapcar
                   (lambda (d)
                     `(,(file-name-base d) . ,d))
                   (nd/get-mounted-directories)))
         (mountable (seq-filter
                     (lambda (d) (not (member (car d) (mapcar #'car mounted))))
                     (nd/get-mountable-devices))))
    (helm
     :sources
     (list
      (helm-build-sync-source "Mounted Devices"
        :candidates mounted
        :action
        '(("Open" . (lambda (s) (find-file s)))
          ("Unmount" . (lambda (s) (start-process "unmount" nil "udevil" "unmount" s)))))
      (helm-build-sync-source "Mountable Devices"
        :candidates mountable
        :action
        '(("Mount and Follow" . (lambda (s)
                                  (nd/mount-device s)
                                  (find-file (nd/get-mountpoint s))))
          ("Mount" . (lambda (s) (nd/mount-device s))))))
     :buffer "*helm device buffer*"
     :prompt "Device: ")))

mu4e

basic

(require 'mu4e)

(setq mail-user-agent 'mu4e-user-agent
      mu4e-maildir "/mnt/data/Mail"

      mu4e-attachment-dir "~/Downloads"
      
      mu4e-view-show-images t
      mu4e-headers-show-target nil
      
      mu4e-view-show-addresses t

      message-kill-buffer-on-exit t
      
      mu4e-change-filenames-when-moving t

      mu4e-confirm-quit nil

      mu4e-view-prefer-html t

      mu4e-compose-dont-reply-to-self t
      
      mu4e-get-mail-command "systemctl --user start mbsync"

      user-full-name "Dwarshuis, Nathan J")

headers view

(setq mu4e-headers-fields '((:human-date . 11)
                            (:flags . 5)
                            (:from . 22)
                            (:thread-subject))
      mu4e-headers-date-format "%F"
      mu4e-headers-time-format "%R"
      mu4e-use-fancy-chars nil)

citing

The citation line should enable history folding in outlook. This is enabled by using 32 underscores followed by the addressing info of the previous message(s).

;; necessary for the header macros below
(require 'nnheader)

(defun nd/message-insert-citation-header ()
  "Insert the header of the reply message."
  (let* ((h message-reply-headers)
         (sep "________________________________")
         (from (concat "From: " (mail-header-from h)))
         (date (concat "Sent: " (mail-header-date h)))
         (to (concat "To: " user-full-name))
         (subj (concat "Subject: " (message-strip-subject-re (mail-header-subject h)))))
    (insert (string-join `("" ,sep ,from ,date ,to ,subj "") "\n"))))
    
(setq message-citation-line-function 'nd/message-insert-citation-header)

The default "> " things are annoying when citing old messages.

(setq message-yank-prefix "")
(setq message-yank-cited-prefix "")
(setq message-yank-empty-prefix "")

By default the citation is destroyed (as in totally textified) if it is HTML. I want the links to be preserved, so use html2text and set arguments accordingly. Note that --body-width=0 is necessary to prevent line breaks from being inserted in the middle of links.

(setq
 mu4e-compose-pre-hook
 (lambda ()
   (let* ((msg mu4e-compose-parent-message)
          (html (and msg (plist-get msg :body-html)))
          ;; oops, mu4e screwed up
          (mu4e-html2text-command
           (if (file-exists-p "/usr/bin/html2text")
               "html2text --ignore-emphasis --images-to-alt --body-width=0"
             'mu4e-shr2text)))
     (when (and html mu4e-view-prefer-html (member compose-type '(reply forward)))
       ;; hackity hack, since the normal mu4e-message-body-text function
       ;; does not render the desired html, do it here and force the
       ;; aforementioned function to only look at text by removing
       ;; the html
       (plist-put msg :body-txt (mu4e~html2text-shell msg mu4e-html2text-command))
       (plist-put msg :body-html nil)))))

smtp

(require 'smtpmail)
;; (require 'smtpmail-async)
;; (require 'secrets)
;; (setq secrets-enabled t)
(setq send-mail-function 'smtpmail-send-it
      message-send-mail-function 'smtpmail-send-it)
(add-to-list 'auth-sources (expand-file-name "~/.emacs.d/.authinfo_mu4e.gpg"))
;; (add-to-list 'auth-sources "secrets:default")

contexts

I have current have three contexts, personal and two work accounts. The first is a gmail account and the second/third are office365 accounts.

(setq mu4e-context-policy 'pick-first
      mu4e-compose-context-policy 'ask-if-none
      mu4e-user-mail-address-list '("natedwarshuis@gmail.com" "ndwarshuis3@gatech.edu" "ndwarsh@emory.edu")
      
      mu4e-contexts
      `( ,(make-mu4e-context
           :name "personal"
           :match-func
           (lambda (msg)
             (when msg
               (let ((pfx (mu4e-message-field msg :maildir)))
                 (string-prefix-p "/gmail" pfx))))
           :vars '((mu4e-trash-folder . "/gmail/trash")
                   (mu4e-drafts-folder . "/gmail/drafts")
                   (mu4e-sent-folder . "/gmail/sent")
                   (mu4e-refile-folder . "/gmail/archive")
                   (mu4e-sent-messages-behavior . delete)
                   (smtpmail-stream-type . starttls)
                   (smtpmail-smtp-server . "smtp.gmail.com")
                   (smtpmail-smtp-service . 587)
                   (smtpmail-smtp-user . "natedwarshuis@gmail.com")
                   (user-mail-address . "natedwarshuis@gmail.com")
                   (mu4e-maildir-shortcuts .
                                           (("/gmail/inbox" . ?i)
                                            ("/gmail/sent" . ?s)
                                            ("/gmail/trash" . ?t)
                                            ("/gmail/drafts" . ?d)
                                            ("/gmail/archive" . ?a)))))
         ,(make-mu4e-context
           :name "gatech"
           :match-func
           (lambda (msg)
             (when msg
               (let ((pfx (mu4e-message-field msg :maildir)))
                 (string-prefix-p "/gatech" pfx))))
           :vars '((mu4e-trash-folder . "/gatech/trash")
                   (mu4e-drafts-folder . "/gatech/drafts")
                   (mu4e-sent-folder . "/gatech/sent")
                   (mu4e-refile-folder . "/gatech/archive")
                   (mu4e-sent-messages-behavior . sent)
                   (smtpmail-stream-type . starttls)
                   (smtpmail-smtp-server . "smtp.office365.com")
                   (smtpmail-smtp-service . 587)
                   (smtpmail-smtp-user . "ndwarshuis3@gatech.edu")
                   (user-mail-address . "ndwarshuis3@gatech.edu")
                   (mu4e-maildir-shortcuts .
                                           (("/gatech/inbox" . ?i)
                                            ("/gatech/sent" . ?s)
                                            ("/gatech/trash" . ?t)
                                            ("/gatech/drafts" . ?d)
                                            ("/gatech/archive" . ?a)))))
         ,(make-mu4e-context
           :name "emory"
           :match-func
           (lambda (msg)
             (when msg
               (let ((pfx (mu4e-message-field msg :maildir)))
                 (string-prefix-p "/emory" pfx))))
           :vars '((mu4e-trash-folder . "/emory/trash")
                   (mu4e-drafts-folder . "/emory/drafts")
                   (mu4e-sent-folder . "/emory/sent")
                   (mu4e-refile-folder . "/emory/archive")
                   (mu4e-sent-messages-behavior . sent)
                   (smtpmail-stream-type . starttls)
                   (smtpmail-smtp-server . "smtp.office365.com")
                   (smtpmail-smtp-service . 587)
                   (smtpmail-smtp-user . "ndwarsh@emory.edu")
                   (user-mail-address . "ndwarsh@emory.edu")
                   (mu4e-maildir-shortcuts .
                                           (("/emory/inbox" . ?i)
                                            ("/emory/sent" . ?s)
                                            ("/emory/trash" . ?t)
                                            ("/emory/drafts" . ?d)
                                            ("/emory/archive" . ?a)))))))

org-mu4e

(use-package org-mu4e
  :after (org mu4e)
  :config
  (setq
   ;; for using mu4e in org-capture templates
   org-mu4e-link-query-in-headers-mode nil
   ;; for composing rich-text emails using org mode
   org-mu4e-convert-to-html t))

signature

Signatures take lots of space and make short messages look needlessly clunky, so keep off by default.

(setq mu4e-compose-signature-auto-include nil

      mu4e-compose-signature
      (string-join
       '("Nathan Dwarshuis"
         ""
         "PhD Student - Biomedical Engineering - Krish Roy Lab"
         "Georgia Institute of Technology and Emory University"
         "ndwarshuis3@gatech.edu")
       "\n"))

visual-line-mode

By default mu4e adds breaks after 80-ish chars using auto-fill-mode which makes messages look weird when opened. Visual-line-mode avoids this problem.

(add-hook 'mu4e-compose-mode-hook 'turn-off-auto-fill)
(add-hook 'mu4e-compose-mode-hook 'visual-line-mode)
(add-hook 'mu4e-view-mode-hook 'turn-off-auto-fill)
(add-hook 'mu4e-view-mode-hook 'visual-line-mode)

flyspell

Spell checking is generally a good idea when writing to pointy-haired bosses.

(add-hook 'mu4e-compose-mode-hook (lambda () (flyspell-mode 1)))

shell

(defadvice ansi-term (before force-bash)
  (interactive (list "/bin/zsh")))
(ad-activate 'ansi-term)

(defun nd/term-send-raw-escape ()
  "Send a raw escape character to the running terminal."
  (interactive)
  (term-send-raw-string "\e"))

ediff

(setq ediff-window-setup-function 'ediff-setup-windows-plain)

keybindings

For the sake of my sanity, all bindings go here. Note this means I don't use :bind in use-package forms.

setup

Most of my modifiers are reloacted using xkb and xcape. Below is a summary where each item is in the form <original key> -> <new key action> (<key release action if used>)

  • tab -> l_super (tab)
  • backslash -> r_super (backslash)
  • caps -> l_ctrl (escape)
  • return -> r_ctrl (return)
  • l_ctrl -> l_hyper
  • l_super -> iso_l3_shift (xf86search)
  • space -> r_alt (space)
  • r_alt -> r_hyper
  • r_ctrl -> caps

whichkey

Everyone forgets keybindings. When typing a key chord, this will display a window with all possible completions and their commands.

(use-package which-key
  :ensure t
  :delight
  :init
  (which-key-mode))

evil

I like being evil. All package and custom bindings go here.

base

(use-package evil
  :ensure t
  :init
  ;; this is required to make evil collection work
  (setq evil-want-integration nil)
  :config
  (evil-mode 1))

motion

By default, emacs counts a sentence as having at least 2 spaces after punctuation. Make this behave more like vim.

(setq sentence-end-double-space nil)

evil state defaults

Some modes use primitive emacs bindings by default. Educate them.

(add-to-list 'evil-motion-state-modes 'ess-help-mode)
(add-to-list 'evil-insert-state-modes 'inferior-ess-mode)

enhancements

delightfully ripped off from vim plugins

surround
(use-package evil-surround
  :ensure t
  :after evil
  :config
  (global-evil-surround-mode 1))
commentary
(use-package evil-commentary
  :ensure t
  :after evil
  :delight
  :config
  (evil-commentary-mode))
replace with register
(use-package evil-replace-with-register
  :ensure t
  :after evil
  :config
  (evil-replace-with-register-install))

unbind emacs keys

Some of these commands just get in the way of being evil (which really means that I keep pressing them on accident). Rather than nullifying them completely, tuck them away in the emacs state map in case I actually want them.

(mapc (lambda (k) (nd/move-key global-map evil-emacs-state-map (eval k)))
      '((kbd "C-s")
        (kbd "C-p")
        (kbd "C-n")
        (kbd "C-f")
        (kbd "C-b")
        (kbd "C-a")
        (kbd "C-e")
        (kbd "C-<SPC>")
        
        (kbd "C-x C-;")
        (kbd "C-x C-l")
        (kbd "C-x C-u")
        (kbd "C-x C-z")
        (kbd "C-x C-c")

        (kbd "M-c")
        (kbd "M-d")
        (kbd "M-e")
        (kbd "M-r")
        (kbd "M-f")
        (kbd "M-h")
        (kbd "M-j")
        (kbd "C-M-j")
        (kbd "M-k")
        (kbd "M-l")
        (kbd "M-m")
        (kbd "M-q")
        (kbd "M-w")
        (kbd "M-t")
        (kbd "M-u")
        (kbd "M-i")
        (kbd "M-z")
        (kbd "M-v")
        (kbd "M-/")
        (kbd "M-;")
        (kbd "M-DEL")))

evil-org

(use-package evil-org
  :ensure t
  :after (evil org)
  :delight
  :config
  (add-hook 'org-mode-hook 'evil-org-mode)
  (add-hook 'evil-org-mode-hook 'evil-org-set-key-theme)

  (require 'evil-org-agenda)
  (evil-org-agenda-set-keys)
  ;; some of the defaults bug me...
  (evil-define-key 'motion org-agenda-mode-map
    "t" 'nd/toggle-project-toplevel-display
    "D" 'org-agenda-day-view
    "W" 'org-agenda-week-view
    "M" 'org-agenda-month-view
    "Y" 'org-agenda-year-view
    "ct" nil
    "sC" 'nd/org-agenda-filter-non-context
    "sE" 'nd/org-agenda-filter-non-effort
    "sD" 'nd/org-agenda-filter-delegate
    "sP" 'nd/org-agenda-filter-non-peripheral
    "e" 'org-agenda-set-effort
    "ce" nil))

evil-magit

(use-package evil-magit
  :ensure t
  :after (evil magit))

visual line mode

This is somewhat strange because all I really care about is moving between lines and to the beginning and end as normal. However, I like the idea of thinking of paragraphs as one line (eg df. deletes a sentence even if on multiple lines). Opinion subject to change.

(evil-define-key '(normal visual) 'visual-line-mode
  "j" 'evil-next-visual-line
  "k" 'evil-previous-visual-line
  "0" 'beginning-of-visual-line
  "$" 'end-of-visual-line)

comint

Comint-based inferior modes often are not evil (eg intero and ESS). Configure this similarly to term (see below) where C-j/k navigate cmd history and insert mode goes to cmd input line.

interactive functions

Some common interactive functions for comint-based modes

(defun nd/comint-char-mode-evil-insert ()
  "If not at the last line, go to the end of the buffer and enter insert mode.  Else just enter insert mode."
  (interactive)
  (if (/= (line-number-at-pos (point)) (line-number-at-pos (point-max)))
        (goto-char (point-max))))
        
(defun nd/comint-send-input-evil-insert (&optional send-input-cmd)
  "Go into insert mode after calling SEND-INPUT-CMD which is usually
the function that send the command to the interactive process in the
REPL. If no SEND-INPUT-CMD then `comint-send-input' is used."
  (interactive)
  (if send-input-cmd (funcall send-input-cmd) (comint-send-input))
  (evil-insert 1))
        
(evil-define-key '(normal insert) comint-mode-map
  (kbd "C-k") 'comint-previous-input
  (kbd "C-j") 'comint-next-input)
ess
(evil-define-key 'normal inferior-ess-mode-map
  (kbd "RET") (lambda () nd/comint-send-input-evil-insert
                'inferior-ess-send-input))

(add-hook 'inferior-ess-mode-hook
          (lambda ()
            (add-hook 'evil-insert-state-entry-hook
                      'nd/comint-char-mode-evil-insert nil t)))
intero
(evil-define-key 'normal intero-repl-mode-map
  (kbd "RET") 'nd/comint-send-input-evil-insert)
  
(add-hook 'intero-repl-mode-hook
          (lambda ()
            (add-hook 'evil-insert-state-entry-hook
                      'nd/comint-char-mode-evil-insert nil t)))

collection

Most packages that don't have an evil version are in this one. I don't like surprises so I set evil-collection-modes-list with the modes I actually want. Some of these are further configured below.

(use-package evil-collection
  :ensure t
  :after evil
  :init
  (setq evil-collection-mode-list
        '(company dired ediff flycheck helm minibuffer mu4e
                  package-menu term which-key))
  (setq evil-collection-setup-minibuffer t)
  :config
  (evil-collection-init))
dired

Dired makes new buffers by default. Use find-alternate-file to avoid this.

(defun nd/dired-move-to-parent-directory ()
  "Move buffer to parent directory (like 'cd ..')."
  (interactive)
  (find-alternate-file ".."))

(defun nd/dired-xdg-open ()
  "Open all non-text files in external app using xdg-open.
Only regular files are considered."
  (interactive)
  (let* ((file-list (seq-filter #'file-regular-p (dired-get-marked-files)))
         (do-it (if (<= (length file-list) 5)
                    t
                  (y-or-n-p "Open more then 5 files? "))))
    (when do-it
      (mapc
       (lambda (f) (let ((process-connection-type nil))
                (start-process "" nil "xdg-open" f)))
       file-list))))

(defun nd/dired-open-with ()
  "Open marked non-text files in external app via open-with dialog
according to mime types as listed in all available desktop files."
  (interactive)
  (let* ((mf (seq-filter #'file-regular-p (dired-get-marked-files)))
         (qmf (mapcar #'shell-quote-argument mf))
         (file-mime-list (mapcar (lambda (f) (list f (nd/get-mime-type f))) qmf)))

    (if (= (length file-mime-list) 0)
        (message "No files selected")
      
      (let* ((first-pair (car file-mime-list))
             (last-pairs (cdr file-mime-list))
             mime-alist file-list)
        (setq file-list (nth 0 first-pair)
              mime-alist (nd/get-apps-from-mime (nth 1 first-pair)))
        ;; if multiple files selected, add to the selection list
        (if last-pairs
            (progn
              (setq file-list (string-join (mapcar #'car file-mime-list) " "))
              (dolist (mime (mapcar (lambda (f) (nth 1 f)) last-pairs))
                (setq mime-alist (intersection mime-alist
                                               (nd/get-apps-from-mime mime)
                                               :test #'equal)))))
        (if (= (length mime-alist) 0)
            (let* ((ml (delete-dups (mapcan #'cdr file-mime-list)))
                   (mls (string-join ml ", ")))
              (if (= (length ml) 1)
                  (message (concat "No apps found for mime type: "  mls))
                (message (concat "No common apps found for mime types: " mls))))
          (helm
           :sources (helm-build-sync-source "Apps"
                      :candidates mime-alist
                      :action '(("Open" . (lambda (f) (nd/execute-desktop-command f file-list)))))
           :buffer "*helm open with*"))))))

(defun nd/dired-sort-by ()
  "Sort current dired buffer by a list of choices presented in helm menu.
Note this assumes there are no sorting switches on `dired-ls'"
  (interactive)
  (let ((sort-alist '(("Name" . "")
                      ("Date" . "-t")
                      ("Size" . "-S")
                      ("Extension" . "-X")
                      ("Dirs First" . "--group-directories-first"))))
    (helm
     :sources
     (helm-build-sync-source "Switches"
       :candidates sort-alist
       :action
       '(("Sort" . (lambda (s) (dired-sort-other (concat dired-listing-switches " " s))))))
     :buffer "*helm sort buffer*")))

(put 'dired-find-alternate-file 'disabled nil)

(evil-define-key 'normal dired-mode-map
  "a" 'dired-find-file
  "za" 'gnus-dired-attach
  "gs" 'nd/dired-sort-by
  "^" 'nd/dired-move-to-parent-directory
  "q" 'nd/kill-current-buffer
  (kbd "<return>") 'dired-find-alternate-file
  (kbd "C-<return>") 'nd/dired-xdg-open
  (kbd "M-<return>") 'nd/dired-open-with)
helm

I like tab completion…regardless of what the helm zealots say. This is actually easier and faster because I can just scroll through the source list with j/k and mash TAB when I find the right directory.

(evil-define-key '(normal insert) helm-map
  (kbd "<tab>") 'helm-execute-persistent-action
  (kbd "C-<tab>") 'helm-select-action)
term

Since I use vi mode in my terminal emulator, need to preserve the escape key's raw behavior

(evil-define-key 'insert term-raw-map
  (kbd "<escape>") 'nd/term-send-raw-escape
  (kbd "C-<escape>") 'evil-normal-state)

local

These are for mode-specific bindings that can/should be outside of the evil maps above (there are not many, and these may be merged with their evil bretheren in the future).

org-mode

(add-hook 'org-mode-hook
          (lambda ()
            ;; use the hyper keys/vim arrows with the shifters instead of shift/arrows
            (local-set-key (kbd "H-k") 'org-shiftup)
            (local-set-key (kbd "H-l") 'org-shiftright)
            (local-set-key (kbd "H-j") 'org-shiftdown)
            (local-set-key (kbd "H-h") 'org-shiftleft)

            ;; this is just a useful function I made (actually I think I stole)
            (local-set-key (kbd "C-c C-x x") 'nd/mark-subtree-done)

            ;; override default org subtree cloning with something that clones and resets
            (local-set-key (kbd "C-c C-x c") 'nd/org-clone-subtree-with-time-shift)))
            
(add-hook 'org-agenda-mode-hook
          (lambda ()
            (local-set-key (kbd "C-c C-c") 'org-agenda-set-tags)
            (local-set-key (kbd "C-c C-x c") 'nd/org-agenda-clone-subtree-with-time-shift)
            (local-set-key (kbd "C-c C-x C-b") 'nd/org-agenda-toggle-checkbox)))

mu4e

(define-key mu4e-headers-mode-map (kbd "C-c C-l") 'org-store-link)
(define-key mu4e-view-mode-map (kbd "C-c C-l") 'org-store-link)

dired

(define-key dired-mode-map (kbd "C-x g") 'magit)

helm-prefix

Some of these are useful enough that I make give them a direct binding without requiring a prefix. For now this is fine.

(define-key helm-command-prefix (kbd "b") 'helm-bibtex)
(define-key helm-command-prefix (kbd "S") 'helm-swoop)
(define-key helm-command-prefix (kbd "<f8>") 'helm-resume)

Give f to nd/helm-flyspell-correct instead of helm-multi-files and give the latter F (used much less).

(define-key helm-command-prefix (kbd "f") 'helm-flyspell-correct)
(define-key helm-command-prefix (kbd "F") 'helm-multi-files)

outline-magic

(define-key outline-minor-mode-map (kbd "<tab>") 'outline-cycle)

ess

They removed the underscore-inserts-arrow feature. Bring it back.

(define-key ess-r-mode-map "_" #'ess-insert-assign)
(define-key inferior-ess-r-mode-map "_" #'ess-insert-assign)

global

function

The function keys are nice because they are almost (not always) free in every mode. Therefore I use these for functions that I need to access anywhere, but not necessary extremely often (because they are out of the way and harder to reach).

(global-set-key (kbd "<f1>") 'org-agenda)
(global-set-key (kbd "<f2>") 'org-capture)
(global-set-key (kbd "<f3>") 'cfw:open-org-calendar)
(global-set-key (kbd "<f4>") 'org-clock-goto)
(global-set-key (kbd "<f5>") 'ansi-term)
(global-set-key (kbd "<f8>") 'helm-command-prefix)
(global-set-key (kbd "C-<f5>") 'nd/open-urxvt)
(global-set-key (kbd "<f12>") 'mu4e)
(global-set-key (kbd "C-<f12>") 'global-hl-line-mode)
(global-set-key (kbd "S-<f12>") 'display-line-numbers-mode)

control/meta

(global-set-key (kbd "C-<SPC>") 'company-complete)

(global-set-key (kbd "C-c e") 'nd/config-visit)
(global-set-key (kbd "C-c r") 'nd/config-reload)
(global-set-key (kbd "C-c s") 'sudo-edit)

(global-set-key (kbd "C-x 2") 'nd/split-and-follow-horizontally)
(global-set-key (kbd "C-x 3") 'nd/split-and-follow-vertically)
(global-unset-key (kbd "C-x c"))
(global-set-key (kbd "C-x k") 'nd/kill-current-buffer)
(global-set-key (kbd "C-x C-d") 'helm-bookmarks)
(global-set-key (kbd "C-x C-c C-d") 'nd/helm-devices)
(global-set-key (kbd "C-x C-f") 'helm-find-files)
(global-set-key (kbd "C-x C-b") 'helm-buffers-list)

(global-set-key (kbd "C-M-S-k") 'nd/close-all-buffers)
(global-set-key (kbd "C-M-S-o") 'nd/org-close-all-buffers)
(global-set-key (kbd "C-M-S-a") 'org-agenda-kill-all-agenda-buffers)

(global-set-key (kbd "M-b") 'nd/switch-to-previous-buffer)
(global-set-key (kbd "M-o") 'ace-window)
(global-set-key (kbd "M-s") 'avy-goto-char)
(global-set-key (kbd "M-x") 'helm-M-x)