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obsidian-metadata/README.md
Nathaniel Landau 8e040aeba4 feat: export metadata (#14)
* docs(readme): fix line breaks

* feat: export metadata to a CSV

* fix: finalize colors for questions

* feat: inspect frontmatter, inline, and tags separately

* feat: export metadata to JSON

* fix: do not count in-page links as tags

* ci(codecov): adjust patch target percentage down

* feat(metadata): export CSV or JSON from command line
2023-02-02 17:09:31 -05:00

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[![PyPI version](https://badge.fury.io/py/obsidian-metadata.svg)](https://badge.fury.io/py/obsidian-metadata) ![PyPI - Python Version](https://img.shields.io/pypi/pyversions/obsidian-metadata) [![Python Code Checker](https://github.com/natelandau/obsidian-metadata/actions/workflows/python-code-checker.yml/badge.svg)](https://github.com/natelandau/obsidian-metadata/actions/workflows/python-code-checker.yml) [![codecov](https://codecov.io/gh/natelandau/obsidian-metadata/branch/main/graph/badge.svg?token=3F2R43SSX4)](https://codecov.io/gh/natelandau/obsidian-metadata)
# obsidian-metadata
A script to make batch updates to metadata in an Obsidian vault. No changes are
made to the Vault until they are explicitly committed.
[![asciicast](https://asciinema.org/a/555789.svg)](https://asciinema.org/a/555789)
## Important Disclaimer
**It is strongly recommended that you back up your vault prior to committing changes.** This script makes changes directly to the markdown files in your vault. Once the changes are committed, there is no ability to recreate the original information unless you have a backup. Follow the instructions in the script to create a backup of your vault if needed. The author of this script is not responsible for any data loss that may occur. Use at your own risk.
## Install
Requires Python v3.10 or above.
```bash
pip install obsidian-metadata
```
## Usage
### CLI Commands
- `--config-file`: Specify a custom configuration file location
- `--dry-run`: Make no destructive changes
- `--export-csv`: Specify a path and create a CSV export of all metadata
- `--export-json`: Specify a path and create a JSON export of all metadata
- `--help`: Shows interactive help and exits
- `--log-file`: Specify a log file location
- `--log-to-file`: Will log to a file
- `--vault-path`: Specify a path to an Obsidian Vault
- `--verbose`: Set verbosity level (0=WARN, 1=INFO, 2=DEBUG, 3=TRACE)
- `--version`: Prints the version number and exits
### Running the script
Once installed, run `obsidian-metadata` in your terminal to enter an interactive menu of sub-commands.
**Vault Actions**
- Backup: Create a backup of the vault.
- Delete Backup: Delete a backup of the vault.
**Inspect Metadata**
- View all metadata in the vault
- View all metadata in the vault
- View all frontmatter
- View all inline metadata
- View all inline tags
- Export all metadata to CSV or JSON file
**Filter Notes in Scope**: Limit the scope of notes to be processed with one or more filters.
- Path filter (regex): Limit scope based on the path or filename
- Metadata Filter: Limit scope based on a key or key/value pair
- Tag Filter: Limit scope based on an in-text tag
- List and Clear Filters List all current filters and clear one or all
- List notes in scope: List notes that will be processed.
**Add Metadata**: Add new metadata to your vault.
- Add metadata to the frontmatter
- Add to inline metadata (Not yet implemented)
- Add to inline tag (Not yet implemented)
**Rename Metadata**: Rename either a key and all associated values, a specific value within a key. or an in-text tag.
- Rename a key
- Rename a value
- rename an inline tag
**Delete Metadata**: Delete either a key and all associated values, or a specific value.
- Delete a key and associated values
- Delete a value from a key
- Delete an inline tag
**Review Changes**: Prior to committing changes, review all changes that will be made.
- View a diff of the changes that will be made
**Commit Changes**: Write the changes to disk. This step is not undoable.
- Commit changes to the vault
### Configuration
`obsidian-metadata` requires a configuration file at `~/.obsidian_metadata.toml`. On first run, this file will be created. You can specify a new location for the configuration file with the `--config-file` option.
To add additional vaults, copy the default section and add the appropriate information. The script will prompt you to select a vault if multiple exist in the configuration file
Below is an example with two vaults.
```toml
["Vault One"] # Name of the vault.
# Path to your obsidian vault
path = "/path/to/vault"
# Folders within the vault to ignore when indexing metadata
exclude_paths = [".git", ".obsidian"]
["Vault Two"]
path = "/path/to/second_vault"
exclude_paths = [".git", ".obsidian"]
```
To bypass the configuration file and specify a vault to use at runtime use the `--vault-path` option.
# Contributing
## Setup: Once per project
There are two ways to contribute to this project.
### 1. Containerized development (Recommended)
1. Clone this repository. `git clone https://github.com/natelandau/obsidian-metadata`
2. Open the repository in Visual Studio Code
3. Start the [Dev Container](https://code.visualstudio.com/docs/remote/containers). Run <kbd>Ctrl/⌘</kbd> + <kbd></kbd> + <kbd>P</kbd>_Remote-Containers: Reopen in Container_.
4. Run `poetry env info -p` to find the PATH to the Python interpreter if needed by VSCode.
### 2. Local development
1. Install Python 3.10 and [Poetry](https://python-poetry.org)
2. Clone this repository. `git clone https://github.com/natelandau/obsidian-metadata`
3. Install the Poetry environment with `poetry install`.
4. Activate your Poetry environment with `poetry shell`.
5. Install the pre-commit hooks with `pre-commit install --install-hooks`.
## Developing
- This project follows the [Conventional Commits](https://www.conventionalcommits.org/) standard to automate [Semantic Versioning](https://semver.org/) and [Keep A Changelog](https://keepachangelog.com/) with [Commitizen](https://github.com/commitizen-tools/commitizen).
- When you're ready to commit changes run `cz c`
- Run `poe` from within the development environment to print a list of [Poe the Poet](https://github.com/nat-n/poethepoet) tasks available to run on this project. Common commands:
- `poe lint` runs all linters
- `poe test` runs all tests with Pytest
- Run `poetry add {package}` from within the development environment to install a run time dependency and add it to `pyproject.toml` and `poetry.lock`.
- Run `poetry remove {package}` from within the development environment to uninstall a run time dependency and remove it from `pyproject.toml` and `poetry.lock`.
- Run `poetry update` from within the development environment to upgrade all dependencies to the latest versions allowed by `pyproject.toml`.