Tags: crm

RSS - Atom - Subscribe via email

BBDB: Print birthdates

Posted: - Modified: | bbdb, emacs

This snippet goes through all the records in my Big Brother Database,
prints out birthdate and a link to the record, and then sorts the
results.

(defun sacha/bbdb-insert-birthdates ()
  "Insert a list of birthdates, sorted by month.
For best effect, dates should be of the form yyyy.mm.dd."
  (insert
   (with-temp-buffer
     (mapcar
      (lambda (rec)
        (when (bbdb-record-getprop rec 'birthdate)
          (insert
           (if (string-match "..\\...$" (bbdb-record-getprop rec 'birthdate))
               (match-string 0 (bbdb-record-getprop rec 'birthdate))
             (bbdb-record-getprop rec 'birthdate))
           " | "
           (planner-make-link
            (concat "bbdb://"
                    (planner-replace-regexp-in-string
                     " " "." (bbdb-record-name rec)))
            (bbdb-record-name rec))
           "\n")))
      (bbdb-records))
     (sort-lines nil (point-min) (point-max))
     (buffer-string)))
  nil)

Random Emacs symbol: find-tag-noselect – Command: Find tag (in current tags table) whose name contains TAGNAME.

Emacs BBDB: Prioritize exact matches

| bbdb, emacs

I often include people's names in my notes on other people, such as
when I'm tracking who introduced me to whom. The following code
modifies BBDB's behavior to put exact matches for name, company, or
network address above matches for notes.

(defun sacha/bbdb (string elidep)
  "Display all entries in the BBDB matching the regexp STRING
in either the name(s), company, network address, or notes.
Prioritize non-note matches."
  (interactive
   (list (bbdb-search-prompt "Search records %m regexp: ")
         current-prefix-arg))
  (let* ((bbdb-display-layout (bbdb-grovel-elide-arg elidep))
         (notes (cons '* string))
         (records-top
          (bbdb-search (bbdb-records) string string string nil
                       nil))
         (records
          (bbdb-search (bbdb-records) string string string notes
                       nil))
         temp)
    (setq temp records-top)
    (while temp
      (setq records (delete (car temp) records))
      (setq temp (cdr temp)))
    (if (or records-top records)
        (bbdb-display-records (append
                               records-top
                               records))
      ;; we could use error here, but it's not really an error.
      (message "No records matching '%s'" string))))

(defalias 'bbdb 'sacha/bbdb)

Emacs BBDB: Filtering tags with the power of lambda expressions

| bbdb, connecting, emacs

What do you do when you're into both Emacs geeks and social
networking? Well, you build a really really weird contact management
tool, that's what!

One of the things I often need to do is filter my contacts for a
particular set of interests. I would have no idea how to do this in
Microsoft Outlook and other proprietary contact management systems.
Because Emacs is infinitely programmable, though, I can just hack it
in.

You'd expect the intersection of the set “emacs geek” and the set
“social networker” to be a null set or a singleton (me!). As it turns
out, there's at least one other geek in this space – hooray!

Paul Lussier's been bouncing all sorts of
crazy ideas off me, which explains all the weird
porridge-and-toe-nails posts of Emacs Lisp code on my blog lately.
He's responsible for my puttting together yesterday's LinkedIn
importer. Today, he wrote:

Then found your sacha/bbdb-search-tags stuff which
totally, completely rocks. I just wish I had the first inkling as to
how it worked :) Now, the question I have is: How can I use
sacha/bbdb-search-tags to search for entries which are tagged with one
label, but NOT with another? For example, I want to search on: (and
(taq eq “planner”) (not (tag eq “muse”)))

I'd completely forgotten about sacha/bbdb-search-tags! Anyway, I'd
been meaning to write a fancy alias management thing for a while now,
and this code does a reasonable job for me. I can now filter my
displayed records by arbitrary Lisp expressions, bringing me closer to
insane contact relationship management. I mean, c'mon…

;; M-x sacha/bbdb-filter-by-alias-function RET
;;     (lambda (aliases) (and (member "planner" aliases)
;;                       (not (member "muse" aliases))))) RET

If I do this often enough, I might make up an easier syntax, but
lisp expressions work fine for me.

MWAHAHAHAHA!

Here's the code:

;;;_+ Mail aliases

;; Code for working with aliases

;; You can use "a" (bbdb-add-or-remove-mail-alias) in BBDB buffers to add
;; a mail alias to the current entry, or "* a" to add a mail alias to
;; all displayed entries.

;; Goal: Be able to specify ALIAS and ALIAS
;; M-x sacha/bbdb-filter-displayed-records-by-alias RET alias alias
;; Goal: Be able to specify ALIAS or ALIAS
;; C-u M-x sacha/bbdb-filter-displayed-records-by-alias RET alias alias
;; Goal: Be able to specify not ...
;; M-x sacha/bbdb-omit-displayed-records-by-alias RET alias alias
;; C-u M-x sacha/bbdb-omit-displayed-records-by-alias RET alias alias

(defun sacha/bbdb-filter-by-alias-match-all (query-aliases record-aliases)
  "Return non-nil if all QUERY-ALIASES are in RECORD-ALIASES."
  (let ((result t))
    (while query-aliases
      (unless (member (car query-aliases) record-aliases)
        (setq query-aliases nil
              result nil))
      (setq query-aliases (cdr query-aliases)))
    result))

(defun sacha/bbdb-filter-by-alias-match-any (query-aliases record-aliases)
  "Return non-nil if any in QUERY-ALIASES can be found in RECORD-ALIASES."
  (let (result)
    (while query-aliases
      (when (member (car query-aliases) record-aliases)
        (setq query-aliases nil
              result t))
      (setq query-aliases (cdr query-aliases)))
    result))

;; Moved this to a convenience function so that we don't
;; have to deal with invert and property splitting.
(defun sacha/bbdb-filter-by-alias (bbdb-records
                                   alias-filter-function
                                   query
                                   &optional invert)
  "Return only the BBDB-RECORDS that match ALIAS-FILTER-FUNCTION.
ALIAS-FILTER-FUNCTION should accept two arguments:
 - QUERY, a list of keywords to search for
 - aliases, a list of keywords from the record
If INVERT is non-nil, return only the records that do
not match."
  (delq nil
        (mapcar
         (lambda (rec)
           (if (funcall alias-filter-function
                        query
                        (split-string
                         (or (bbdb-record-getprop
                              (if (vectorp rec)
                                  rec
                                (car rec))
                              propsym) "")
                         "[ \n\t,]+"))
               (when (null invert) rec)
             (when invert rec)))
         bbdb-records)))

;; Splitting this into two functions because of interactive calling.
(defun sacha/bbdb-filter-displayed-records-by-alias (query &optional any)
  "Display only records whose mail-aliases match QUERY.
If ANY is non-nil, match if any of the keywords in QUERY are
present.
See also `sacha/bbdb-omit-displayed-records-by-alias'."
  (interactive (list
                (let ((crm-separator " "))
                  (completing-read-multiple
                   "Mail aliases: "
                   (bbdb-get-mail-aliases)))
                current-prefix-arg))
  (when (stringp query)
    (setq query (split-string query "[ \n\t,]+")))
  (bbdb-display-records
   (sacha/bbdb-filter-by-alias-by-function
    (or bbdb-records (bbdb-records))
    (if any
        'sacha/bbdb-filter-by-alias-match-any
      'sacha/bbdb-filter-by-alias-match-all)
    query)))

;; Splitting this into two functions because of interactive calling.
(defun sacha/bbdb-omit-displayed-records-by-alias (query &optional any)
  "Display only records whose mail-aliases do not match QUERY.
If ANY is non-nil, match if any of the keywords in QUERY are
present.

See also `sacha/bbdb-filter-displayed-records-by-alias'."
  (interactive (list
                (let ((crm-separator " "))
                  (completing-read-multiple
                   "Mail aliases: "
                   (bbdb-get-mail-aliases))
                  current-prefix-arg)))
  (when (stringp query)
    (setq query (split-string query "[ \n\t,]+")))
  (bbdb-display-records
   (sacha/bbdb-filter-by-alias-by-function
    (or bbdb-records (bbdb-records))
    (if any
        'sacha/bbdb-filter-by-alias-match-any
      'sacha/bbdb-filter-by-alias-match-all)
    query
    t)))

;;;_+ Advanced mail alias queries

;; Goal: Use complicated lambda expressions to filter displayed records
;; M-x sacha/bbdb-filter-by-alias-function RET
;;     (lambda (aliases) (and (member "planner" aliases)
;;                       (not (member "muse" aliases))))) RET
;; Thanks to Paul Lussier for the suggestion!

(defun sacha/bbdb-filter-by-alias-function (bbdb-records
                                            alias-filter-function)
  "Return only the BBDB-RECORDS that match ALIAS-FILTER-FUNCTION.
ALIAS-FILTER-FUNCTION should accept one argument:
 - aliases, a list of keywords from the record."
  (interactive (list (or bbdb-records (bbdb-records))
                     (read t)))
  (let (records)
    (setq records
          (delq nil
                (mapcar
                 (lambda (rec)
                   (when (funcall alias-filter-function
                                  (split-string
                                   (or (bbdb-record-getprop
                                        (if (vectorp rec)
                                            rec
                                          (car rec))
                                        propsym) "")
                                   "[ \n\t,]+"))
                     rec))
                 bbdb-records)))
    (if (interactive-p) (bbdb-display-records records))
    records))

Emacs: BBDB rapid serial visualization

| bbdb, emacs

And because it's good to quickly flash through records once in a while
to refresh my memory…

(defvar sacha/bbdb-rapid-serial-visualization-delay
 1
 "*Number of seconds to wait between records.
Set to 0 to wait for input.")

(defun sacha/bbdb-rapid-serial-visualization ()
  "Breeze through everyone's name and notes."
  (interactive)
  (window-configuration-to-register ?a)
  ;; Copy the currently visible records
  (let ((records bbdb-records)
        (default-size (face-attribute 'default :height))
        (new-size 400)
        (continue t))
    (set-face-attribute 'default nil :height new-size)
    (pop-to-buffer (get-buffer-create "BBDB-Serial"))
    (delete-other-windows)
    (while (and records continue)
      (insert (bbdb-record-name (caar records))
              "\n\n"
              (or (car (bbdb-record-net (caar records))) "No e-mail")
              "\n\n"
              (or (bbdb-record-notes (caar records)) "")
              (make-string 50 ?\n))
      (goto-char (point-min))
      (sit-for sacha/bbdb-rapid-serial-visualization-delay)
      (setq records (cdr records)))
    (set-face-attribute 'default nil :height default-size)
    (when continue
      (jump-to-register ?a))))

More Emacs goodness: Refresh your memory when you e-mail using notes from BBDB

| bbdb, connecting, emacs

Inspired by an e-mail-based customer relationship management system briefly described by Daniel Charles of digital ketchup at Shoeless Joe's last Friday, I decided to hack together a system that would allow me to see the notes from my contact database (aptly named the Big Brother Database, or BBDB) when I write e-mail using the Gnus mail client in Emacs.

The first thing I needed to build, of course, was something that
removed my notes from outgoing messages. People really don't need to
see the kinds of notes I keep on them. ;) Well, they're fairly
innocuous notes: how we met and what they're interested in, usually,
although sometimes I'll have notes on people's food preferences or
shoe sizes. I've recently started keeping track of the subjects of
e-mail I send them, too.

(defun sacha/gnus-remove-notes ()
  "Remove everything from --- NOTES --- to the signature."
  (goto-char (point-min))
  (when (re-search-forward "^--- NOTES ---" nil t)
    (let ((start (match-beginning 0))
          (end (and (re-search-forward "^--- END NOTES ---") (match-end 0))))
      (delete-region start end))))
(add-hook 'message-send-hook 'sacha/gnus-remove-notes)

Then it was easy to write another function that composed individual
messages to all the people currently displayed in the BBDB buffer,
adding notes to each message.

(defun sacha/gnus-send-message-to-all (subject)
  "Compose message to everyone, with notes."
  (interactive "MSubject: ")
  (let ((records bbdb-records))
    (while records
      (when (bbdb-record-net (caar records))
        (bbdb-send-mail (caar records) subject)
        (when (bbdb-record-notes (caar records))
          (save-excursion
            (insert "\n--- NOTES ---\n"
                    (bbdb-record-notes (caar records))
                    "\n--- END NOTES ---\n"))))
      (setq records (cdr records)))))

I use BBDB to display only the people I want to e-mail, then I call
M-x sacha/gnus-send-message-to-all and specify a message subject. This
creates a gazillion message buffers which I can then edit. If I feel
particularly paranoid, I can remove the notes section myself with C-c
C-z (message-kill-to-signature), but sacha/gnus-remove-notes does it
as long as it's in message-send-hook.

This code works particularly well with these other customizations:

It supersedes More Emacs fun: Composing mail to everyone with notes.

../emacs/dotgnus.el