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[org-mode.git] / contrib / lisp / org-depend.el

;;; org-depend.el --- TODO dependencies for Org-mode
;; Copyright (C) 2008-2014 Free Software Foundation, Inc.
;;
;; Author: Carsten Dominik <carsten at orgmode dot org>
;; Keywords: outlines, hypermedia, calendar, wp
;; Homepage: http://orgmode.org
;; Version: 0.08
;;
;; This file is not part of GNU Emacs.
;;
;; This file is free software; you can redistribute it and/or modify
;; it under the terms of the GNU General Public License as published by
;; the Free Software Foundation; either version 3, or (at your option)
;; any later version.

;; This program is distributed in the hope that it will be useful,
;; but WITHOUT ANY WARRANTY; without even the implied warranty of
;; MERCHANTABILITY or FITNESS FOR A PARTICULAR PURPOSE.  See the
;; GNU General Public License for more details.

;; You should have received a copy of the GNU General Public License
;; along with GNU Emacs.  If not, see <http://www.gnu.org/licenses/>.
;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;
;;
;;; Commentary:
;;
;; WARNING: This file is just a PROOF OF CONCEPT, not a supported part
;;          of Org-mode.
;;
;; This is an example implementation of TODO dependencies in Org-mode.
;; It uses the new hooks in version 5.13 of Org-mode,
;; `org-trigger-hook' and `org-blocker-hook'.
;;
;; It implements the following:
;;
;; Triggering
;; ----------
;;
;; 1) If an entry contains a TRIGGER property that contains the string
;;    "chain-siblings(KEYWORD)", then switching that entry to DONE does
;;    do the following:
;;    - The sibling following this entry switched to todo-state KEYWORD.
;;    - The sibling also gets a TRIGGER property "chain-sibling(KEYWORD)",
;;      property, to make sure that, when *it* is DONE, the chain will
;;      continue.
;;
;; 2) If an entry contains a TRIGGER property that contains the string
;;    "chain-siblings-scheduled", then switching that entry to DONE does
;;    the following actions, similarly to "chain-siblings(KEYWORD)":
;;    - The sibling receives the same scheduled time as the entry
;;      marked as DONE (or, in the case, in which there is no scheduled
;;      time, the sibling does not get any either).
;;    - The sibling also gets the same TRIGGER property
;;      "chain-siblings-scheduled", so the chain can continue.
;;
;; 3) If the TRIGGER property contains the string
;;    "chain-find-next(KEYWORD[,OPTIONS])", then switching that entry
;;    to DONE do the following:
;;    - All siblings are of the entry are collected into a temporary
;;      list and then filtered and sorted according to OPTIONS
;;    - The first sibling on the list is changed into KEYWORD state
;;    - The sibling also gets the same TRIGGER property
;;      "chain-find-next", so the chain can continue.
;;
;;    OPTIONS should be a comma separated string without spaces, and
;;    can contain following options:
;;
;;    - from-top      the candidate list is all of the siblings in
;;                    the current subtree
;;
;;    - from-bottom   candidate list are all siblings from bottom up
;;
;;    - from-current  candidate list are all siblings from current item
;;                    until end of subtree, then wrapped around from
;;                    first sibling
;;
;;    - no-wrap       candidate list are siblings from current one down
;;
;;    - todo-only     Only consider siblings that have a todo keyword
;;    -
;;    - todo-and-done-only
;;                    Same as above but also include done items.
;;
;;    - priority-up   sort by highest priority
;;    - priority-down sort by lowest priority
;;    - effort-up     sort by highest effort
;;    - effort-down   sort by lowest effort
;;
;;    Default OPTIONS are from-top
;;
;;
;; 4) If the TRIGGER property contains any other words like
;;    XYZ(KEYWORD), these are treated as entry id's with keywords.  That
;;    means Org-mode will search for an entry with the ID property XYZ
;;    and switch that entry to KEYWORD as well.
;;
;; Blocking
;; --------
;;
;; 1) If an entry contains a BLOCKER property that contains the word
;;    "previous-sibling", the sibling above the current entry is
;;    checked when you try to mark it DONE.  If it is still in a TODO
;;    state, the current state change is blocked.
;;
;; 2) If the BLOCKER property contains any other words, these are
;;    treated as entry id's.  That means Org-mode will search for an
;;    entry with the ID property exactly equal to this word.  If any
;;    of these entries is not yet marked DONE, the current state change
;;    will be blocked.
;;
;; 3) Whenever a state change is blocked, an org-mark is pushed, so that
;;    you can find the offending entry with `C-c &'.
;;
;;; Example:
;;
;; When trying this example, make sure that the settings for TODO keywords
;; have been activated, i.e. include the following line and press C-c C-c
;; on the line before working with the example:
;;
;; #+TYP_TODO: TODO NEXT | DONE
;;
;; * TODO Win a million in Las Vegas
;;   The "third" TODO (see above) cannot become a TODO without this money.
;;
;;   :PROPERTIES:
;;     :ID: I-cannot-do-it-without-money
;;   :END:
;;
;; * Do this by doing a chain of TODO's
;; ** NEXT This is the first in this chain
;;    :PROPERTIES:
;;      :TRIGGER: chain-siblings(NEXT)
;;    :END:
;;
;; ** This is the second in this chain
;;
;; ** This is the third in this chain
;;    :PROPERTIES:
;;      :BLOCKER: I-cannot-do-it-without-money
;;    :END:
;;
;; ** This is the forth in this chain
;;    When this is DONE, we will also trigger entry XYZ-is-my-id
;;   :PROPERTIES:
;;     :TRIGGER: XYZ-is-my-id(TODO)
;;   :END:
;;
;; ** This is the fifth in this chain
;;
;; * Start writing report
;;   :PROPERTIES:
;;     :ID: XYZ-is-my-id
;;   :END:
;;
;;

(require 'org)
(eval-when-compile
  (require 'cl))

(defcustom org-depend-tag-blocked t
  "Whether to indicate blocked TODO items by a special tag."
  :group 'org
  :type 'boolean)

(defcustom org-depend-find-next-options
  "from-current,todo-only,priority-up"
  "Default options for chain-find-next trigger"
  :group 'org
  :type 'string)

(defmacro org-depend-act-on-sibling (trigger-val &rest rest)
  "Perform a set of actions on the next sibling, if it exists,
copying the sibling spec TRIGGER-VAL to the next sibling."
  `(catch 'exit
     (save-excursion
       (goto-char pos)
       ;; find the sibling, exit if no more siblings
       (condition-case nil
           (outline-forward-same-level 1)
         (error (throw 'exit t)))
       ;; mark the sibling TODO
       ,@rest
       ;; make sure the sibling will continue the chain
       (org-entry-add-to-multivalued-property
        nil "TRIGGER" ,trigger-val))))

(defvar org-depend-doing-chain-find-next nil)

(defun org-depend-trigger-todo (change-plist)
  "Trigger new TODO entries after the current is switched to DONE.
This does two different kinds of triggers:

- If the current entry contains a TRIGGER property that contains
  \"chain-siblings(KEYWORD)\", it goes to the next sibling, marks it
  KEYWORD and also installs the \"chain-sibling\" trigger to continue
  the chain.
- If the current entry contains a TRIGGER property that contains
  \"chain-siblings-scheduled\", we go to the next sibling and copy
  the scheduled time from the current task, also installing the property
  in the sibling.
- Any other word (space-separated) like XYZ(KEYWORD) in the TRIGGER
  property is seen as an entry id.  Org-mode finds the entry with the
  corresponding ID property and switches it to the state TODO as well."

  ;; Refresh the effort text properties
  (org-refresh-properties org-effort-property 'org-effort)
  ;; Get information from the plist
  (let* ((type (plist-get change-plist :type))
               (pos (plist-get change-plist :position))
         (from (plist-get change-plist :from))
         (to (plist-get change-plist :to))
         (org-log-done nil) ; IMPROTANT!: no logging during automatic trigger!
         trigger triggers tr p1 kwd id)
    (catch 'return
      (unless (eq type 'todo-state-change)
        ;; We are only handling todo-state-change....
        (throw 'return t))
      (unless (and (member from org-not-done-keywords)
                   (member to org-done-keywords))
        ;; This is not a change from TODO to DONE, ignore it
        (throw 'return t))

      ;; OK, we just switched from a TODO state to a DONE state
      ;; Lets see if this entry has a TRIGGER property.
      ;; If yes, split it up on whitespace.
      (setq trigger (org-entry-get pos "TRIGGER")
            triggers (and trigger (org-split-string trigger "[ \t]+")))

      ;; Go through all the triggers
      (while (setq tr (pop triggers))
        (cond
         ((and (not org-depend-doing-chain-find-next)
               (string-match "\\`chain-find-next(\\b\\(.+?\\)\\b\\(.*\\))\\'" tr))
          ;; smarter sibling selection
          (let* ((org-depend-doing-chain-find-next t)
                 (kwd (match-string 1 tr))
                 (options (match-string 2 tr))
                 (options (if (or (null options)
                                  (equal options ""))
                              org-depend-find-next-options
                            options))
                 (todo-only (string-match "todo-only" options))
                 (todo-and-done-only (string-match "todo-and-done-only"
                                                   options))
                 (from-top (string-match "from-top" options))
                 (from-bottom (string-match "from-bottom" options))
                 (from-current (string-match "from-current" options))
                 (no-wrap (string-match "no-wrap" options))
                 (priority-up (string-match "priority-up" options))
                 (priority-down (string-match "priority-down" options))
                 (effort-up (string-match "effort-up" options))
                 (effort-down (string-match "effort-down" options)))
            (save-excursion
              (org-back-to-heading t)
              (let ((this-item (point)))
                ;; go up to the parent headline, then advance to next child
                (org-up-heading-safe)
                (let ((end (save-excursion (org-end-of-subtree t)
                                           (point)))
                      (done nil)
                      (items '()))
                  (outline-next-heading)
                  (while (not done)
                    (if (not (looking-at org-complex-heading-regexp))
                        (setq done t)
                      (let ((todo-kwd (match-string 2))
                            (tags (match-string 5))
                            (priority (org-get-priority (or (match-string 3) "")))
                            (effort (when (or effort-up effort-down)
                                      (let ((effort (get-text-property (point) 'org-effort)))
                                        (when effort
                                          (org-duration-string-to-minutes effort))))))
                        (push (list (point) todo-kwd priority tags effort)
                              items))
                      (unless (org-goto-sibling)
                        (setq done t))))
                  ;; massage the list according to options
                  (setq items
                        (cond (from-top (nreverse items))
                              (from-bottom items)
                              ((or from-current no-wrap)
                               (let* ((items (nreverse items))
                                      (pos (position this-item items :key #'first))
                                      (items-before (subseq items 0 pos))
                                      (items-after (subseq items pos)))
                                 (if no-wrap items-after
                                   (append items-after items-before))))
                              (t (nreverse items))))
                  (setq items (remove-if
                               (lambda (item)
                                 (or (equal (first item) this-item)
                                     (and (not todo-and-done-only)
                                          (member (second item) org-done-keywords))
                                     (and (or todo-only
                                              todo-and-done-only)
                                          (null (second item)))))
                               items))
                  (setq items
                        (sort
                         items
                         (lambda (item1 item2)
                           (let* ((p1 (third item1))
                                  (p2 (third item2))
                                  (e1 (fifth item1))
                                  (e2 (fifth item2))
                                  (p1-lt (< p1 p2))
                                  (p1-gt (> p1 p2))
                                  (e1-lt (and e1 (or (not e2) (< e1 e2))))
                                  (e2-gt (and e2 (or (not e1) (> e1 e2)))))
                             (cond (priority-up
                                    (or p1-gt
                                        (and (equal p1 p2)
                                             (or (and effort-up e1-lt)
                                                 (and effort-down e2-gt)))))
                                   (priority-down
                                    (or p1-lt
                                        (and (equal p1 p2)
                                             (or (and effort-up e1-lt)
                                                 (and effort-down e2-gt)))))
                                   (effort-up
                                    (or e2-gt (and (equal e1 e2) p1-gt)))
                                   (effort-down
                                    (or e1-lt (and (equal e1 e2) p1-gt))))))))
                  (when items
                    (goto-char (first (first items)))
                    (org-entry-add-to-multivalued-property nil "TRIGGER" tr)
                    (org-todo kwd)))))))
         ((string-match "\\`chain-siblings(\\(.*?\\))\\'" tr)
          ;; This is a TODO chain of siblings
          (setq kwd (match-string 1 tr))
          (org-depend-act-on-sibling (format "chain-siblings(%s)" kwd)
                                     (org-todo kwd)))
         ((string-match "\\`\\(\\S-+\\)(\\(.*?\\))\\'" tr)
          ;; This seems to be ENTRY_ID(KEYWORD)
          (setq id (match-string 1 tr)
                kwd (match-string 2 tr)
                p1 (org-find-entry-with-id id))
          (when p1
            ;; there is an entry with this ID, mark it TODO
            (save-excursion
              (goto-char p1)
              (org-todo kwd))))
         ((string-match "\\`chain-siblings-scheduled\\'" tr)
          (let ((time (org-get-scheduled-time pos)))
            (when time
              (org-depend-act-on-sibling
               "chain-siblings-scheduled"
               (org-schedule nil time))))))))))

(defun org-depend-block-todo (change-plist)
  "Block turning an entry into a TODO.
This checks for a BLOCKER property in an entry and checks
all the entries listed there.  If any of them is not done,
block changing the current entry into a TODO entry.  If the property contains
the word \"previous-sibling\", the sibling above the current entry is checked.
Any other words are treated as entry id's. If an entry exists with the
this ID property, that entry is also checked."
  ;; Get information from the plist
  (let* ((type (plist-get change-plist :type))
               (pos (plist-get change-plist :position))
         (from (plist-get change-plist :from))
         (to (plist-get change-plist :to))
         (org-log-done nil) ; IMPROTANT!: no logging during automatic trigger
         blocker blockers bl p1
         (proceed-p
          (catch 'return
            ;; If this is not a todo state change, or if this entry is
            ;; DONE, do not block
            (when (or (not (eq type 'todo-state-change))
                      (member from (cons 'done org-done-keywords))
                      (member to (cons 'todo org-not-done-keywords))
                      (not to))
              (throw 'return t))

            ;; OK, the plan is to switch from nothing to TODO
            ;; Lets see if we will allow it.  Find the BLOCKER property
            ;; and split it on whitespace.
            (setq blocker (org-entry-get pos "BLOCKER")
                  blockers (and blocker (org-split-string blocker "[ \t]+")))

            ;; go through all the blockers
            (while (setq bl (pop blockers))
              (cond
               ((equal bl "previous-sibling")
                ;; the sibling is required to be DONE.
                (catch 'ignore
                  (save-excursion
                    (goto-char pos)
                    ;; find the older sibling, exit if no more siblings
                    (condition-case nil
                        (outline-backward-same-level 1)
                      (error (throw 'ignore t)))
                    ;; Check if this entry is not yet done and block
                    (unless (org-entry-is-done-p)
                      ;; return nil, to indicate that we block the change!
                      (org-mark-ring-push)
                      (throw 'return nil)))))

               ((setq p1 (org-find-entry-with-id bl))
                ;; there is an entry with this ID, check it out
                (save-excursion
                  (goto-char p1)
                  (unless (org-entry-is-done-p)
                    ;; return nil, to indicate that we block the change!
                    (org-mark-ring-push)
                    (throw 'return nil))))))
            t ; return t to indicate that we are not blocking
            )))
    (when org-depend-tag-blocked
      (org-toggle-tag "blocked" (if proceed-p 'off 'on)))

    proceed-p))

(add-hook 'org-trigger-hook 'org-depend-trigger-todo)
(add-hook 'org-blocker-hook 'org-depend-block-todo)

(provide 'org-depend)

;;; org-depend.el ends here