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citar-denote.el
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citar-denote.el
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;;; citar-denote.el --- Minor mode integrating Citar and Denote -*- lexical-binding: t -*-
;; Copyright (C) 2022-2024 Peter Prevos
;; Author: Peter Prevos <peter@prevos.net>
;; Maintainer: Peter Prevos <peter@prevos.net>
;; Homepage: https://github.com/pprevos/citar-denote
;; Version: 2.2.3
;; Package-Requires: ((emacs "28.1") (citar "1.4") (denote "2.0") (dash "2.19.1"))
;; This file is NOT part of GNU Emacs.
;; This program 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 of the License, 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 this program. If not, see <https://www.gnu.org/licenses/>.
;;; Commentary:
;;
;; A minor-mode integrating 'citar' and 'denote' to create and manage
;; bibliographic notes.
;;
;; Citar-Denote integrates the Citar bibliography package with the Denote
;; note-taking system. Citar lets you browse and act on bibliographic data
;; in BibTeX, BibLaTeX or JSON format. Denote is a versatile Emacs package
;; for taking and managing notes. Combining these two packages enables
;; linking notes in your Denote collection to your bibliography, providing
;; a complete solution for documenting literature reviews.
;;
;; Read the manual with `C-h R citar-denote`.
;;; Code:
(require 'denote)
(require 'dash)
(require 'citar)
(eval-when-compile
(require 'subr-x))
;; Customisable variables
(defgroup citar-denote ()
"Creating and accessing bibliography files with Citar and Denote."
:group 'files
:link '(url-link :tag "Homepage" "https://lucidmanager.org/productivity/bibliographic-notes-in-emacs-with-citar-denote/"))
(defcustom citar-denote-keyword "bib"
"Denote keyword (file tag) to indicate bibliographical notes.
Minimises the search space for connecting notes to a bibliography."
:group 'citar-denote
:type 'string)
(defcustom citar-denote-use-bib-keywords nil
"Extract keywords from bibliography and use as Denote keywords.
Extracts keywords from comma-separated list in the `keywords' BibTeX field."
;; https://github.com/pprevos/citar-denote/issues/17
:group 'citar-denote
:type 'boolean)
(defcustom citar-denote-file-type (or denote-file-type 'org)
"File Type used by Citar-Denote.
Default is `denote-file-type', or org if the former is nil.
When the value is `markdown-yaml', the file type is Markdown mode with front
matter in YAML notation. Similarly, `markdown-toml' is Markdown with TOML
syntax as front matter. When the value is `text', the file will be in
text mode."
:group 'citar-denote
:type '(choice
(const :tag "Org mode (default)" org)
(const :tag "Markdown (YAML front matter)" markdown-yaml)
(const :tag "Markdown (TOML front matter)" markdown-toml)
(const :tag "Plain text" text)))
(defcustom citar-denote-subdir nil
"Save new bibliographic notes in a chosen or defined subdirectory.
Options:
- `nil', note is stored in `denote-directory'.
- `t', Denote asks for subdirectory to store the note.
- `string': When entering a string, the note is save in a subdirectory
under `denote-directory'."
;; https://github.com/pprevos/citar-denote/issues/11
:group 'citar-denote
:type '(choice (const :tag "Store in `denote-directory'" nil)
(const :tag "Ask for subdirectory to store note" t)
(string :tag "Save in named subdirectory")))
(defcustom citar-denote-signature nil
"Ask for a signature, or use citation key when saving new bibliographic notes."
:group 'citar-denote
:type '(choice (const :tag "No signature" nil)
(const :tag "Ask for signature" ask)
(const :tag "Use citation key as signature" citekey)))
(defcustom citar-denote-template nil
"Use a template when creating a new bibliographic note."
:group 'citar-denote
:type '(choice (const :tag "No template" nil)
(const :tag "Ask for template" t)
(symbol :tag "Specific template")))
(defcustom citar-denote-title-format "title"
"Title format for new bibliographic notes.
- `title': Extract title (or short title) from bibliographic entry
- `author-year': Author-year citation style, e.g. Stallman (1981)
- `author-year-title': Combine author, year and title
- `full': Full citation
- `nil': BibTeX citekey
For `author-year' and `author-year-title' you can configure:
- `citar-denote-title-format-authors'
- `citar-denote-title-format-andstr'."
:group 'citar-denote
:type '(choice
(const :tag "Title" "title")
(const :tag "Author (Year)" "author-year")
(const :tag "Author (Year). Title" "author-year-title")
(const :tag "Full citation" "full")
(const :tag "Citekey" nil)))
(defcustom citar-denote-title-format-authors 1
"Maximum number of authors in `author-year' for `citar-denote-title-format'."
:group 'citar-denote
:type 'integer)
(defcustom citar-denote-title-format-andstr "and"
"Connecting word for authors in `author-year' for `citar-denote-note-title'."
:group 'citar-denote
:type 'string)
(defcustom citar-denote-cite-includes-reference nil
"Include reference notes in cite search.
When non-nil, searching for files citing a bibtex key will
include Denote files that only contain the citekey in the
reference front matter (and not as a @-style citation)."
;; https://github.com/pprevos/citar-denote/issues/34
:group 'citar-denote
:type 'boolean)
(defvar citar-denote-file-types
`((org
:reference-format "#+reference: %s\n"
:reference-regex "^#\\+reference\\s-*:")
(markdown-yaml
:reference-format "reference: %s\n"
:reference-regex "^reference\\s-*:")
(markdown-toml
:reference-format "reference = %s\n"
:reference-regex "^reference\\s-*=")
(text
:reference-format "reference: %s\n"
:reference-regex "^reference\\s-*:"))
"Alist of `citar-denote-file-types' and their format properties.
Each element is of the form (SYMBOL . PROPERTY-LIST). SYMBOL is
one of those specified in `citar-denote-file-type'.
PROPERTY-LIST is a plist that consists of two elements:
- `:reference-format' Front matter identifier for citation key.
- `:reference-regex' Regular expression for the citekey in
front matter.")
(make-obsolete-variable 'citar-denote-citekey-regex "" "2.1.1")
(make-obsolete-variable 'citar-denote-files-regex "" "2.1.2")
;; Auxiliary functions
(defun citar-denote--reference-format (file-type)
"Return reference format for FILE-TYPE from `citar-denote-file-types'."
(plist-get
(alist-get (or file-type 'org) citar-denote-file-types)
:reference-format))
(defun citar-denote--reference-regex (file-type)
"Return reference regex for FILE-TYPE from `citar-denote-file-types'."
(plist-get
(alist-get (or file-type 'org) citar-denote-file-types)
:reference-regex))
(defun citar-denote--extract-keywords (citekey)
"Extract keywords of CITEKEY from BibTeX entry.
Used when `citar-denote-use-bib-keywords' is non-nil."
(if-let* ((keywords (citar-get-value "keywords" citekey))
(filetags (split-string keywords ", *")))
(mapcar (lambda (kwd) (denote-sluggify-keyword kwd))
filetags)))
(defun citar-denote--keywords-prompt (citekey)
"Prompt for one or more keywords and include `citar-denote-keyword'.
When `citar-denote-use-bib-keywords' is not nil, use keywords from entry with
citation key CITEKEY."
(let ((keywords (if citar-denote-use-bib-keywords
(citar-denote--extract-keywords citekey)
(denote-keywords-sort (denote--keywords-crm
(delete citar-denote-keyword
(denote-keywords)))))))
(append keywords (list citar-denote-keyword))))
(defun citar-denote--add-reference (citekey file-type)
"Add reference with CITEKEY in front matter of the file with FILE-TYPE.
`citar-denote-add-citekey' is the interactive version of this function."
(save-excursion
(goto-char (point-min))
(re-search-forward "^\n" nil t)
(forward-line -1)
(if (not (eq (or file-type 'org) 'org))
(forward-line -1))
(insert
(format (citar-denote--reference-format file-type) citekey))))
(defun citar-denote--retrieve-references (file)
"Return reference citekey(s) from FILE front matter."
(with-temp-buffer
(insert-file-contents file)
(goto-char (point-min))
(let ((trims "[ \t\n\r]+")
(file-type (denote-filetype-heuristics file)))
(when (re-search-forward
(citar-denote--reference-regex file-type) nil t 1)
(split-string
(string-trim
(buffer-substring-no-properties (point) (line-end-position))
trims trims) ";")))))
(defun citar-denote--get-notes (&optional citekeys)
"Generate hash table of Denote files associated with CITEKEYS.
If CITEKEYS is omitted, return all Denote files tagged with
`citar-denote-keyword'."
(let ((files (make-hash-table :test 'equal)))
(prog1 files
(dolist (file (denote-directory-files
(concat "_" citar-denote-keyword)))
(let ((keys-in-file (citar-denote--retrieve-references file)))
(dolist (key keys-in-file)
(if citekeys
(dolist (k citekeys)
(when (string= k key)
(push file (gethash key files))))
(push file (gethash key files))))))
(maphash
(lambda (key filelist)
(puthash key (nreverse filelist) files)) files))))
(defun citar-denote--retrieve-cite-files (citekey)
"Return names of Denote files that contain CITEKEY.
If `citar-denote-cite-includes-reference' is non-nil, the results
will include Denote files with CITEKEY only in the reference
front matter."
(let ((cite-sign (if citar-denote-cite-includes-reference "" "@"))
;; Include '@' in the xref query only when front
;; matter '#+reference:' to bibtex keyword should
;; not be included in the results
(files (denote-directory-files nil nil t)))
(delete-dups
(mapcar
#'xref-location-group
(mapcar #'xref-match-item-location
(xref-matches-in-files
(format "%s%s" cite-sign citekey) files))))))
(defun citar-denote--has-notes ()
"Return a list of all citekeys referenced in a Denote file.
See documentation for `citar-has-notes'."
(let ((notes (citar-denote--get-notes)))
(unless (hash-table-empty-p notes)
(lambda (citekey) (and (gethash citekey notes) t)))))
(defun citar-denote--has-citekeys (citekeys)
"Return hash table of citar entries with associated CITEKEYS."
;; TODO: Is this function doing the same thing as cetar-denote--get-notes?
(let ((citar-entries (citar-get-entries))
(citekey-entries (make-hash-table :test 'equal)))
(mapc (lambda (key)
(puthash key (gethash key citar-entries) citekey-entries))
citekeys)
(unless (hash-table-empty-p citekey-entries)
(lambda (citekey) (and (gethash citekey citekey-entries) t)))))
(defun citar-denote--remove-bibkey (file)
"Remove `citar-denote-bibkey' file tag from FILE."
(let* ((file-type (denote-filetype-heuristics file))
(keywords (denote-retrieve-keywords-value file file-type)))
(denote-rewrite-keywords
file
(delete citar-denote-keyword keywords)
file-type)
(denote-rename-file-using-front-matter file t)))
(defun citar-denote--extract-citations-blocks (line)
"Extract all Org mode citation blocks from LINE."
(let ((org-cite-regex "\\[\\(?:cite\\(?:/[a-z]\\)?\\)\\:@\\([^]]+\\)\\]")
(citation-blocks '())
(start 0))
(while (string-match org-cite-regex line start)
(push (match-string 0 line) citation-blocks)
(setq start (match-end 0)))
citation-blocks))
(defun citar-denote--extract-citation-keys (string)
"Extracts all citation keys from the given STRING."
(let ((matches '())
(pos 0))
(while (string-match "@\\([a-zA-Z0-9-_:?]+\\)" string pos)
(setq matches (cons (match-string 1 string) matches))
(setq pos (match-end 0)))
(reverse matches)))
(defun citar-denote--extract-citations ()
"Extract citations from all Denote files."
;; Extract lines with citations
(let* ((xrefs (xref-matches-in-files "\\[cite:@.*\\]"
(denote-directory-files nil nil t)))
(citation-lines (mapcar #'substring-no-properties
(mapcar #'xref-match-item-summary
xrefs)))
(citation-blocks (mapcar #'citar-denote--extract-citations-blocks
citation-lines))
(citation-blocks-flat (apply #'append citation-blocks))
(citations (mapcar #'citar-denote--extract-citation-keys
citation-blocks-flat)))
(delete-dups (apply #'append citations))))
(defun citar-denote--generate-title (citekey)
"Generate title for new bibliographic note using CITEKEY.
Either title, author/year, full reference or citation key.
Based on the `citar-denote-title-format' variable."
;; https://github.com/pprevos/citar-denote/issues/15
(let ((title (citar-get-value "title" citekey))
(author-names (or (citar-get-value "author" citekey)
(citar-get-value "editor" citekey)))
(year (or (citar-get-value "year" citekey)
(citar-get-value "date" citekey)
(citar-get-value "issued" citekey))))
(cond ((equal citar-denote-title-format "title")
title)
((equal citar-denote-title-format "author-year")
(concat (citar--shorten-names
author-names
citar-denote-title-format-authors
citar-denote-title-format-andstr)
" (" year ")"))
((equal citar-denote-title-format "author-year-title")
(let* ((citar-denote-title-format "author-year")
(author-year (citar-denote--generate-title citekey))
(title (citar-get-value "title" citekey)))
(concat author-year " " title)))
((equal citar-denote-title-format "full")
(let ((ref (citar-format-reference (list citekey))))
(substring ref 0 (- (length ref) 2))))
(t citekey))))
(defun citar-denote--get-nocite ()
"Select item(s) from Citar entries not cited or referenced in Denote files."
(if-let* ((bibliography (hash-table-keys (citar-get-entries)))
(citations (citar-denote--extract-citations))
(references (hash-table-keys (citar-denote--get-notes)))
(union (cl-union citations references))
(nocite (cl-set-difference bibliography union :test #'string=)))
(citar-select-refs
:multiple t
:filter (citar-denote--has-citekeys nocite))
nil))
(defun citar-denote--get-non-referenced (file)
"Select Citar entry not already referenced in FILE."
(let* ((all-items (hash-table-keys (citar-get-entries)))
(references (citar-denote--retrieve-references file))
(unused (-difference all-items references)))
(citar-select-refs
:multiple t
:filter (citar-denote--has-citekeys unused))))
(defun citar-denote--select-file-using-title (files)
"Select a file based on a list of note titles from a list of FILES."
(let* ((description-file-alist
(mapcar
(lambda (file)
(cons (denote--link-get-description file) file))
files))
(selected-description (completing-read "Select note: " description-file-alist))
(selected-file (cdr (assoc selected-description description-file-alist))))
selected-file))
(defun citar-denote--create-note (citekey &optional _entry)
"Create a bibliographic note for CITEKEY with properties ENTRY.
The note file type is determined by `citar-denote-file-type'.
The title format is set by `citar-denote-title-format'.
When `citar-denote-subdir' is non-nil, prompt for a subdirectory.
When `citar-denote-template' is a symbol, use the specified
template, if otherwise non-nil, prompt for a Denote template.
When `citar-denote-signature' is non-nil, prompt for a signature or
use citation key."
(denote
(read-string "Title: " (citar-denote--generate-title citekey))
(citar-denote--keywords-prompt citekey)
citar-denote-file-type
(when citar-denote-subdir
(if (stringp citar-denote-subdir)
(expand-file-name
(concat denote-directory citar-denote-subdir))
(denote-subdirectory-prompt)))
nil
(when citar-denote-template
(or (alist-get citar-denote-template denote-templates)
(denote-template-prompt)))
(cond ((eq citar-denote-signature 'ask)
(denote-signature-prompt nil "Signature: "))
((eq citar-denote-signature 'citekey)
citekey)
(nil nil)))
(citar-denote--add-reference citekey citar-denote-file-type))
;; Interactive functions
;;;###autoload
(defun citar-denote-open-note ()
"Open a bibliographic note using Citar.
Provides a selection list of all bibliographic entries with notes."
(interactive)
(let* ((citekeys (citar-select-refs :filter (citar-denote--has-notes)))
(file (citar--select-resource
citekeys :notes t :create-notes t)))
(find-file (cdr file))))
;;;###autoload
(defun citar-denote-find-citation (citekey)
"Find Denote files that cite a bibliographic entry CITEKEY.
When called interactively, select an entry from a list with all
bibliographic entries cited in Denote files."
(interactive
(if-let* ((citations (citar-denote--extract-citations))
(citekey (citar-select-ref
:filter (citar-denote--has-citekeys citations))))
(list citekey)
(user-error "No citations found in Denote files.")))
(if-let ((files (citar-denote--retrieve-cite-files citekey)))
(progn (find-file (denote-get-path-by-id
(denote-extract-id-from-string
(if (= (length files) 1)
(car files)
(denote-link--find-file-prompt files)))))
(goto-char (point-min))
(search-forward citekey))
(message "No citations of %s found in Denote files" citekey)))
;;;###autoload
(defun citar-denote-dwim ()
"Access attachments, notes and links of a bibliographic reference.
When more than one bibliographic item is referenced, select item first."
(interactive)
;; Any citation keys in the note?
(if-let* ((keys (citar-denote--retrieve-references (buffer-file-name)))
(key (if (= (length keys) 1)
(car keys)
(citar-select-ref
:filter (citar-denote--has-citekeys keys)))))
(citar-open (list key))
(if (denote-file-is-note-p (buffer-file-name))
(when (yes-or-no-p "Current buffer does not reference a citation key.
Add a reference? ")
(citar-denote-add-citekey)
(citar-denote-dwim))
(message "Buffer is not a Denote file"))))
;;;###autoload
(defun citar-denote-open-reference-entry ()
"Open BibTeX or JSON file associated with a bibliographic reference.
When more than one bibliographic item is referenced, select item first."
(interactive)
(if-let* ((keys (citar-denote--retrieve-references (buffer-file-name)))
(key (if (= (length keys) 1)
(car keys)
(citar-select-ref
:filter (citar-denote--has-citekeys keys)))))
(citar-open-entry key)
(if (denote-file-is-note-p (buffer-file-name))
(when (yes-or-no-p "Current buffer does not reference a citation key.
Add a reference? ")
(citar-denote-add-citekey)
(citar-denote-open-reference-entry))
(message "Buffer is not a Denote file"))))
;;;###autoload
(defun citar-denote-add-citekey ()
"Add citation key(s) to existing note.
Convert note to a bibliographic note when no existing reference exists."
(interactive)
(if-let* ((file (buffer-file-name))
(file-type (denote-filetype-heuristics file))
((denote-file-is-note-p file))
(citekeys (citar-denote--get-non-referenced file))
(references (mapconcat 'identity citekeys ";")))
;; Check whether reference line already exists
(if-let (keys (citar-denote--retrieve-references file))
;; Append existing reference
(save-excursion
(goto-char (point-min))
(re-search-forward (citar-denote--reference-regex file-type))
(end-of-line)
(insert (concat ";" references))
(save-buffer))
;; Add new reference line
(progn (citar-denote--add-reference references file-type)
(denote-rename-file file
(denote-retrieve-front-matter-title-value file file-type)
(cons citar-denote-keyword
(denote-retrieve-front-matter-keywords-value file file-type)))
(save-buffer)))
(message "Buffer is not a Denote file")))
;;;###autoload
(defun citar-denote-remove-citekey ()
"Remove a reference from a bibliographic note.
If the only or last reference is removed, remove `_bib' keyword."
(interactive)
(if-let* ((file (buffer-file-name))
(file-type (denote-filetype-heuristics file))
(citekeys (citar-denote--retrieve-references file))
(selected (if (< (length citekeys) 2)
(car citekeys)
(citar-select-ref
:filter
(citar-denote--has-citekeys citekeys)))))
(let ((new-citekeys (delete selected citekeys)))
(save-excursion
;; Remove references line
(goto-char (point-min))
(re-search-forward
(citar-denote--reference-regex file-type))
(move-beginning-of-line nil)
(kill-line 1)
;; Add new line or remove file tags when applicable
(if (> (length new-citekeys) 0)
(citar-denote--add-reference
(mapconcat 'identity new-citekeys ";")
file-type)
(citar-denote--remove-bibkey file))
(save-buffer)))
(message "No references in this buffer, or not a Denote file")))
;;;###autoload
(defun citar-denote-find-reference ()
"Find Denote file(s) citing one of the current reference(s).
When more than one bibliographic item is referenced, select item first."
(interactive)
(let ((file (buffer-file-name)))
(if (denote-file-is-note-p file)
(let* ((citekeys (citar-denote--retrieve-references file))
(citekey (when citekeys
(if (= (length citekeys) 1)
(car citekeys)
(citar-select-ref
:filter
(citar-denote--has-citekeys citekeys)))))
(files (delete file (citar-denote--retrieve-cite-files citekey))))
(cond
(files
(find-file (denote-get-path-by-id
(denote-extract-id-from-string
(denote-link--find-file-prompt files))))
(goto-char (point-min))
(search-forward citekey))
((null citekey)
(message "This is not a bibliographic note"))
(t (message "Reference not cited in Denote files"))))
(message "Buffer is not a Denote file"))))
;;;###autoload
(defun citar-denote-link-reference ()
"Insert a Denote link to a bibliographic note using Citar selection."
;; https://github.com/pprevos/citar-denote/issues/20
(interactive)
(if (denote-file-is-note-p (buffer-file-name))
(let* ((citekey (citar-select-refs
:filter (citar-denote--has-notes)
:multiple nil))
(files (gethash (car citekey)
(citar-denote--get-notes citekey)))
(file (if (= (length files) 1)
(car files)
(citar-denote--select-file-using-title files)))
(file-type (denote-filetype-heuristics file))
(description (read-string
"Description: "
(denote--link-get-description file))))
(denote-link file file-type description))
(message "Buffer is not a Denote file")))
;;;###autoload
(defun citar-denote-nocite ()
"Open bibliographic entries not cited or referenced in Denote files with Citar."
(interactive)
(citar-open (citar-denote--get-nocite)))
;;;###autoload
(defun citar-denote-cite-nocite ()
"Cite bibliographic entries not cited or referenced in Denote files."
(interactive)
(if (denote-file-is-note-p (buffer-file-name))
(if-let (citations (citar-denote--get-nocite))
(citar-insert-citation citations)
(message "All bibliogary entries have been cited or referenced"))
(message "Buffer is not a Denote file")))
;;;###autoload
(defun citar-denote-nobib ()
"List citation keys referenced or cited in Denote, but not in bibliography."
(interactive)
(let* ((bibliography (hash-table-keys (citar-get-entries)))
(citations (citar-denote--extract-citations))
(references (hash-table-keys (citar-denote--get-notes)))
(union (cl-union citations references))
(nobib (cl-set-difference union bibliography :test #'string=)))
(message "%s citations not in bibliography: %s"
(length nobib)
(mapconcat #'identity nobib ", "))))
(define-obsolete-function-alias
'citar-denote-find-nocite
'citar-denote-cite-nocite
"1.6")
(define-obsolete-function-alias
'citar-denote-reference-nocite
'citar-denote-nocite
"1.8.1")
;; Citar integration
(defconst citar-denote-config
(list :name "Denote file"
:category 'citar-denote-mode
:items #'citar-denote--get-notes
:hasitems #'citar-denote--has-notes
:open #'find-file
:create #'citar-denote--create-note)
"Instructing citar to use citar-denote functions.")
(defvar citar-denote--orig-source
citar-notes-source
"Store the `citar-notes-source' value prior to enabling `citar-denote-mode'.")
;; Initialise minor mode
(defun citar-denote--setup ()
"Setup `citar-denote-mode'."
(citar-register-notes-source
'citar-denote citar-denote-config)
(setq citar-notes-source 'citar-denote))
(defun citar-denote--reset ()
"Reset citar to default values."
(setq citar-notes-source citar-denote--orig-source)
(citar-remove-notes-source 'citar-denote))
;;;###autoload
(define-minor-mode citar-denote-mode
"Toggle integration between Citar and Denote."
:global t
:group 'citar
:lighter nil
(if citar-denote-mode
(citar-denote--setup)
(citar-denote--reset)))
(provide 'citar-denote)
;;; citar-denote.el ends here