"Rollover Daily Todos" for Obsidian Templater

README.md

Rollover Daily Todos for Obsidian, but with the Templater Plugin

Rollver daily todos is a really nice extension for Obsidian.md that takes TODOs from yesterdays daily notes and rolls them over to today's notes. It has support for Obsidians built-in templates, but does - to my understanding - not really work well with the Templater Plugin. At least, I was unable to get it to work :-). Also, I wished it had some way to tell me that TODOs have been rolled over a few times already. Doing it this way is my way of working around these limitations.

I took some of the code of that "rollover daily todos" plugin and made it into a templater user script.

How to use

• Copy rollover_daily_todos.js into your templater user scripts directory.
• Include it in your daily notes template, like so:

# Tasks

<% await tp.user.rollover_daily_todos() %>

If your folder id different from "Tasks/Daily", you might need to call it like this:

# Tasks

<% await tp.user.rollover_daily_todos(folder="My/Daily/Notes/Folder") %>

• Activate templater plugin in the settings. Make sure to tick "Trigger templater on new file creation" (2), enable folder templates (3) and add your daily notes template

• Import the user script like this in the settings (1):

rollover_daily_todos.js

async function getAllUnfinishedTodos(file, tasksHeader) {
  const contents = await this.app.vault.read(file);
  const contentsForDailyTasks = contents.split(tasksHeader)[1] || contents;
  const unfinishedTodosRegex = /\t*- \[ \].*/g
  const unfinishedTodos = Array.from(contentsForDailyTasks.matchAll(unfinishedTodosRegex)).map(([todo]) => todo)
  return unfinishedTodos;
}


function getLastDailyNote(folder, format) {
	const { moment } = window

	// get all notes in directory that aren't null
	const dailyNoteFiles = this.app.vault.getAllLoadedFiles()
	  .filter(file => file.path.startsWith(folder))
	  .filter(file => file.basename != null)

	// remove notes that are from the future
	const todayMoment = moment()
	let dailyNotesTodayOrEarlier = []
	dailyNoteFiles.forEach(file => {
	  if (moment(file.basename, format).isSameOrBefore(todayMoment, 'day')) {
		dailyNotesTodayOrEarlier.push(file)
	  }
	})

	// sort by date
	const sorted = dailyNotesTodayOrEarlier.sort((a, b) => moment(b.basename, format).valueOf() - moment(a.basename, format).valueOf());
	return sorted[1];
};

async function rollover_daily_todos(folder = "Tasks/Daily", format = "YYYY-MM-DD", tasksHeader = "# Tasks", rolloverMarkCharacter = "❗") {
    return (await getAllUnfinishedTodos(getLastDailyNote(folder, format), tasksHeader)).map(task => `${task}${rolloverMarkCharacter}`).join('\n');
}

module.exports = rollover_daily_todos;

const { vault } = this.app;
const { moment } = window;

const getFolder = () => 'A_fleeting_notes';

async function rollover(
  folder = getFolder(),
  format = 'YYYY-MM-DD',
  tasksHeader = '- [ ] ==TASKS==',
  rolloverMarkCharacter = '❗'
) {
  const todos = await getAllUnfinishedTodos(
    getLastDailyNote(folder, format),
    tasksHeader
  );
  const note_content = todos.join('\n');
  return note_content;
}

async function getAllUnfinishedTodos(abstractFile, tasksHeader) {
  const contents = await vault.read(abstractFile);
  // const contentsForDailyTasks = contents.split(tasksHeader).first() || contents;
  const regex = /([\s\S]*?)(?=\n- \[\ \] ==TASKS==)/g;
  const matchedContents = regex.exec(contents);
  const unfinishedTodos = Array.from(
    matchedContents[0].matchAll(/\t*- \[ \].*/g)
  );

  return unfinishedTodos;
}

function getLastDailyNote(folder, format) {
  // get all notes in directory that aren't null
  const dailyNoteFiles = vault
    .getAllLoadedFiles()
    .filter((file) => file.path.startsWith(folder))
    .filter((file) => file.basename != null);

  // remove notes that are from the future
  const todayMoment = moment();
  let dailyNotesTodayOrEarlier = [];
  dailyNoteFiles.forEach((file) => {
    if (moment(file.basename, format).isSameOrBefore(todayMoment, 'day')) {
      dailyNotesTodayOrEarlier.push(file);
    }
  });

  // sort by date
  const sorted = dailyNotesTodayOrEarlier.sort(
    (a, b) =>
      moment(b.basename, format).valueOf() -
      moment(a.basename, format).valueOf()
  );
  return sorted[1];
}

module.exports = rollover;

I modified it so you could use the script along with rollover.

Anything above the - [ ] ==TODOS== mark will be scraped and rolled over. Everything below would be ignored.

This allows a template like :

<% await tp.user.rollover() %>

• ==TASKS==

• Work on napkin math ==30 minutes==

You could complete napkin math today, and tomorrow napkin math will come back. Its a hard coded dailly recurrying task.

Because rollover will also strip out any non tasks and leave them behind, the # Tasks will also be stripped away, the solution is to create your own seperator that is in task format. I've chosen - [ ] ==TASKS==

async function getAllUnfinishedTodos(file, tasksHeader) {
    const contents = await this.app.vault.read(file);
    const contentsForDailyTasks = contents.split(tasksHeader)[1] || contents;
    const unfinishedTodosRegex = /\t*- \[ \].*/g
    const unfinishedTodos = Array.from(contentsForDailyTasks.matchAll(unfinishedTodosRegex)).map(([todo]) => todo)
    const fileWithoutTasks = contents.split(/.*\t*- \[ \].*\n?/g).join('')
    await this.app.vault.modify(file,fileWithoutTasks)
    return unfinishedTodos;
  }
  
  
  function getLastDailyNote(folder, format) {
      const { moment } = window
  
      // get all notes in directory that aren't null
      const dailyNoteFiles = this.app.vault.getAllLoadedFiles()
        .filter(file => file.path.startsWith(folder))
        .filter(file => file.basename != null)
  
      // remove notes that are from the future
      const todayMoment = moment()
      let dailyNotesTodayOrEarlier = []
      dailyNoteFiles.forEach(file => {
        if (moment(file.basename, format).isSameOrBefore(todayMoment, 'day')) {
          dailyNotesTodayOrEarlier.push(file)
        }
      })
  
      // sort by date
      const sorted = dailyNotesTodayOrEarlier.sort((a, b) => moment(b.basename, format).valueOf() - moment(a.basename, format).valueOf());
      return sorted[1];
  };
  
  const defaultOptions = {
    folder: "Tasks/Daily", 
    format: "YYYY-MM-DD", 
    tasksHeader: "# Tasks", 
    prefix: '',
    suffix: "❗"
  }
  async function rollover_daily_todos(options) {
      const { folder, format, tasksHeader, prefix, suffix } = { ...defaultOptions, ...options }
      return (await getAllUnfinishedTodos(getLastDailyNote(folder, format), tasksHeader)).map(task => `${prefix}${task}${suffix}`).join('\n');
  }
  
  module.exports = rollover_daily_todos;

Sharing my version as well.
Additional features in this:

• Lines containing Tasks in previous note will be removed
• Using an option object for function,
• with additional prefix field, so that I can add them into a nested callout

just a note to say thanks for an elegant solution that appears (so far) to not interfere with other plugins