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This is the etm user manual. It is best viewed at GitHub.io where all the internal, contents links work correctly. etm itself is available from PyPi and GitHub and further information from the etm discussion group at groups.io. Brief how-to videos are available at youtube.

Contents {#contents}

Overview {#overview}

etm began life in 2013 as etm-qt sporting a gui based on Qt. The intent was to provide an app supporting GTD (David Allen's Getting Things Done) and exploiting the power of python-dateutil. The name changed to etmtk in 2014 when Tk replaced Qt. Development of etmtk continued until 2019 when name changed to etm-dgraham, to honor the PyPi naming convention, and the interface changed to a terminal based one based on prompt_toolkit. Features have changed over the years but the text based interface and basic format of the reminders has changed very little. The goal has always been to be the Swiss Army Knife of tools for managing reminders.

Reminders {#reminders}

etm offers a simple way to manage your events, tasks and other reminders.

Rather than filling out fields in a form to create or edit reminders, a simple text-based format is used. Each reminder in etm begins with a type character followed by a brief summary of the item and then, perhaps, by one or more @key value pairs to specify other attributes of the reminder. Mnemonics are used to make the keys easy to remember, e.g, @s for scheduled datetime, @l for location, @d for description and so forth.

The 4 types of reminders in etm with their associated type characters:

typechar
task-
event*
journal%
goal~
inbox!

See Item Types for details about these item types and Options for details about possible attributes.

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examples {#examples}

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text entry versus forms {#text-entry-versus-forms}

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unobtrusive and timely entry assistance {#unobtrusive-and-timely-entry-assistance}

When you want to create a new reminder or edit an exiting one, etm opens an area at the bottom of the screen that is divided into two parts by a horizontal line. The lower part is the entry area where what you type appears. The upper part is the prompt/feedback area where etm responds to your typing. This response might take the form of providing a suggestion about alternatives, information about the type of input required or feedback about how your current entry is being interpreted. It is important to realize that none of this interferes with your typing - you can blaze away as quickly as you like or even paste complete entries and never glance at the prompt if you like. This is the unobtrusive part of the prompt/feedback process.

<!-- <img src="https://raw.githubusercontent.com/dagraham/etm-dgraham/master/lunch_step_by_step.m4v" alt="new" title="lunch step by step" width="600px" hspace="20px"/> --> <img src="https://raw.githubusercontent.com/dagraham/etm-dgraham/master/new.png" alt="new" title="new entry" width="600px" hspace="20px"/>

Here is a link to a video of scheduling a lunch step by step: lunch step by step.

<!-- [↺ contents](#contents) --> <!-- #### just in time entry prompts and feedback {#just-in-time-entry-prompts-and-feedback} --> <!-- **FIXME** replace this section with a link to a new video --> <!-- Let's create the election day reminder to illustrate the **timely** part of the process. Begin by pressing `N` to create a new reminder and notice that *etm* automatically prompts you for the item type character and suggests the alternatives. item type Choose a character from * (event), - (task), % (journal), ~ (goal) or ! (inbox) ──────────────────────────────────────────────────────────── _ Notice that you don't have to search for the part of the form in which you specify the type of reminder - *etm* effectively makes the one entry area the appropriate spot for this and all other input. Now enter an `*` to create an event and *etm* will prompt you for the event summary. summary brief item description. Append an '@' to add an option. ──────────────────────────────────────────────────────────── *_ Enter the summary followed by an `@` and *etm* will automatically display the required and available `@-keys`. @-key required: @s (scheduled) available: @+ (include), @- (exclude), @a (alerts), @b (beginby), @c (calendar), @d (description), @e (extent), @g (goto), @i (index), @l (location), @m (mask), @n (attendee), @o (overdue), @r (repetition frequency), @s (scheduled), @t (tag), @u (used time), @x (expansion), @z (timezone) ──────────────────────────────────────────────────────────── * Presidential election day @_ You see that `@s` is required, so add the `s` and *etm* will prompt you for the value for the scheduled option and describe the type of input required. scheduled scheduled date or datetime ──────────────────────────────────────────────────────────── * Presidential election day @s_ As you enter the datetime, *etm* will display its interpretation of your entry. scheduled Sun Nov 1 2020 ──────────────────────────────────────────────────────────── * Presidential election day @s nov 1 20_ Now append an `@` to see the prompt for options and notice that `@s`, having been provided, is no longer listed. @-key available: @+ (include), @- (exclude), @a (alerts), @b (beginby), @c (calendar), @d (description), @e (extent), @g (goto), @i (index), @l (location), @m (mask), @n (attendee), @o (overdue), @r (repetition frequency), @t (tag), @u (used time), @x (expansion), @z (timezone) ──────────────────────────────────────────────────────────── * Presidential election day @s nov 1 20 @_ We want to repeat so enter an `r` and *etm* will describe the required input. repetition frequency repetition frequency: character from (y)early, (m)onthly, (w)eekly, (d)aily, (h)ourly or mi(n)utely. ──────────────────────────────────────────────────────────── * Presidential election day @s nov 1 20 @r_ Add a `y` for yearly. The repetition attribute, `@r`, has several possible attributes which apply specifically to it. Such attributes use `&` rather than `@` as a tag. Enter an `&` to see the prompts for repetition options. repetition &-key repetition &-keys: &i (interval), &m (monthdays), &E (easterdays), &h (hours), &M (months), &n (minutes), &w (weekdays), &W (week numbers), &c (count), &u (until), &s (set positions) ──────────────────────────────────────────────────────────── * Presidential election day @s nov 1 20 @r y &_ Enter an "i" to see what "interval" means. interval Interval requires a positive integer (default 1) that sets the frequency interval. E.g., with frequency w (weekly), interval 3 would repeat every three weeks. ──────────────────────────────────────────────────────────── * Presidential election day @s nov 1 20 @r y &i_ We want to repeat every 4 years so enter `4` followed by another `&` to see other options. [The display for *repetition &-keys* is unchanged from above and will be omitted hereafter.] Now enter an `M` to see what "months" means. months months: a comma separated list of integer month numbers from 1, 2, ..., 12 ──────────────────────────────────────────────────────────── * Presidential election day @s nov 1 20 @r y &i 4 &M_ We want November, so enter 11 followed by an `&` for other options. Then enter an `m` to see what "monthdays" means monthdays monthdays: a comma separated list of integer month days from (1, 2, ..., 31. Prepend a minus sign to count backwards from the end of the month. E.g., use -1 for the last day of the month. ──────────────────────────────────────────────────────────── * Presidential election day @s nov 1 20 @r y &i 4 &M 11 &m_ We want a monthday between 2 and 8 so enter these monthdays followed by "&" for options. Then enter `w` to see what "weekdays" means weekdays weekdays: a comma separated list of English weekday abbreviations from SU, MO, TU, WE, TH, FR, SA. Prepend an integer to specify a particular weekday in the month. E.g., 3WE for the 3rd Wednesday or -1FR, for the last Friday in the month. ──────────────────────────────────────────────────────────── * Presidential election day @s nov 1 20 @r y &i 4 &M 11 &m 2, 3, 4, 5, 6, 7, 8 &w_ We want a Tuesday, so add `tu` to complete the entry. To check the entry, press ^R to show repetitions ┌─────| First 5 repetitions |──────┐ │ │ │ from Sun Nov 1 2020: │ │ Tue Nov 3 2020 │ │ Tue Nov 5 2024 │ │ Tue Nov 7 2028 │ │ Tue Nov 2 2032 │ │ Tue Nov 4 2036 │ │ │ │ < OK > │ │ │ └──────────────────────────────────┘ These are the first 5 repetitions on or after Nov 1 2020. Notice that the scheduled value of Nov 1 2020 is not one of the repetitions since it doesn't satisfy the requirements. These appear correct, so press ^S to save the reminder. General observations: * The general structure of this reminder is * Presidential election day @s nov 1 20 @r y &i 4 &M 11 &m 2, 3, 4, 5, 6, 7, 8 &w tu The `@s` and `@r` entries provide attributes of the event itself and the `&i`, `&M`, `&m` and `&w` entries provide attributes of the `@r` entry. More than one `@r` entry can be provided and each can have its own set of `&-key` entries. * *@-keys* can generally be entered in any order provided that `@s` is entered before any options that require it. *&-keys* can also be entered in any order. * The prompts provide "just in time" information relevant to the entry you are typing and need only be consulted if you are uncertain about your entry. With a little experience, most reminders can be completed without a glance at the prompt. -->

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fuzzy parsing of datetimes {#fuzzy-parsing-of-datetimes}

Whenever etm expects a datetime entry as, for example, when you are entering an @s scheduled datetime, it applies fuzzy parsing to your entry. Suppose it is Dec 17 2019, your computer is in the Eastern timezone and you have just entered @s for your lunch event

    scheduled
    scheduled date or datetime

    ────────────────────────────────────────────────────────────
    * lunch @s_

If you enter 1, etm will interpret it as 1am on the current date in the local timezone.

    scheduled
    Tue Dec 17 2019 1:00am EST

    ────────────────────────────────────────────────────────────
    * lunch @s 1_

Adding p changes the interpretation to 1pm.

    scheduled
    Tue Dec 17 2019 1:00pm EST

    ────────────────────────────────────────────────────────────
    * lunch @s 1p_

Now start adding 'fri' by appending an 'f'.

    scheduled
    '1p f' is incomplete or invalid

    ────────────────────────────────────────────────────────────
    * lunch @s 1p f_

and etm will complain that the entry is now either incomplete or invalid. Add the remaining 'ri'.

    scheduled
    Fri Dec 20 2019 1:00pm EST

    ────────────────────────────────────────────────────────────
    * lunch @s 1p fri_

and etm understands that you want the coming Friday, Dec 20. Now suppose that you will be in California on Friday and you want Pacific, not Eastern time. Then add an entry for @z.

    scheduled
    local datetime: Fri Dec 20 2019 4:00pm EST

    ────────────────────────────────────────────────────────────
    * lunch @s 1p fri_ @z US/Pacific

Note that local datetime is now prepended to the result which is still displayed in the local timezone, since that is the location of your computer, but the time has changed to 4:00pm EST which, of course, is the same time as 1:00pm PST. etm always displays times in the current local time zone. When you save this item, the time will be converted to universal time and the @z US/Pacific will be deleted - once the time has been converted, the original timezone is no longer relevant.

What if you had entered the 'fri' first?

    scheduled
    Fri Dec 20 2019

    ────────────────────────────────────────────────────────────
    * lunch @s fri

Here etm supposes again that you want the coming Friday, Dec 20 but without a time being specified, it is interpreted as a date rather than a datetime and thus without a timezone. Add the 1p and timezone the result will be the same as before.

As a final illustration, suppose you want to be reminded of lunch at 1pm in whatever timezone you happen to be, i.e., you want the datetime to float to the local timezone. Add the @z.

    timezone
    a timezone entry such as 'US/Eastern' or 'Europe/Paris'
    or 'float' to specify a naive/floating datetime

    ────────────────────────────────────────────────────────────
    * lunch @s fri 1p @z

and note that supplying 'float' as the timezone does the trick.

    scheduled
    Fri Dec 20 2019 1:00pm

    ────────────────────────────────────────────────────────────
    * lunch @s fri 1p_ @z float

The datetime now appears without either the 'local datetime' prefix or the 'EST' suffix which reveals that it is a naive/floating datetime.

The assumption here is that when a user enters a date, a date is what the user wants. When both a date and time are given, what the user wants is a datetime and, most probably, one based on the local timezone. Less probably, one based on a different timezone and that requires the addition of the @z and timezone. Still less probably, one that floats and this requires the addition of the @z and 'float'.

Note: When entering dates, ., - or / can be used to separate the components. The interpretation of the date depends upon the 'dayfirst' and 'yearfirst' settings in the etm configuration file - see configuration for details about these settings. For example, with both dayfirst and yearfirst false,

6/1 => June 1 in the current year

but after changing dayfirst to true

6/1 => January 6 in the current year

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relative datetimes {#relative-datetimes}

Relative datetimes can be entered using period strings either instead of or in addition to datetimes using the format:

[datetime] [period string]

Either the datetime or the period string is required but both are allowed. The period string must begin with either a plus or a minus sign.

If the datetime is omitted and

Examples supposing it is currently 1:20pm on July 15:

+1h30m     => 2:50pm on July 15
+3d        => July 18
-3d        => July 12
8a         => 8am on July 15
8a +1h30m  => 9:30am on July 15
8a +3d     => 8am on July 18

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tab completion {#tab-completion}

Some optional attributes that can be used in reminders can be tedious to enter either because they are lengthy or because they are used often and typographical errors would introduce inconsistencies. These attributes include the following:

Other tracked attributes include @c (calendar) and @t (tag).

For these attributes, etm keeps a record of each usage. I.e., for each reminder in your etm database, if the reminder includes a tracked attribute that has not already been included in the list of completions, then that attribute will be added. E.g., if you create an reminder containing

    @n joe: jsmith457@gmail.com

and '@n joe: jsmith457@gmail.com' is not already in the list of completions, then it would be added.

When you next create a reminder and enter @n, etm will pop up a sorted list of every item in the completion list that begins with @n. You can use the up and down cursor keys to move through this list or you can continue typing to limit the possible completions, e.g., after entering '@n joe' only those completions that start with '@n joe' would still be displayed. When you have selected the completion you want, press the space bar to insert the completion in your entry.

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Views {#views}

etm has several ways of viewing entries. These are listed below by the shortcut key used to activate the view. E.g., pressing a activates Agenda view shown below. In each of the views, the etm menus appear at the top and the status bar at the bottom. The latter displays the current datetime and the name of the view.

<img src="https://raw.githubusercontent.com/dagraham/etm-dgraham/master/etmview_agenda.png" alt="new" title="new entry" width="450px" hspace="20px"/>

The display for each reminder shows the itemtype and summary column on the left followed by a flags column which displays a combination of letters from 'g' (goto), 'k' (connection), 'p' (pinned) and 't' (timer) reflecting the presence of these attributes in the reminder. This column is sometimes followed on the extreme right by another column whose contents depends on the view. E.g. in index and journal views the 'id' of the reminder is displayed while in history view, the last modification timestamp of the reminder is displayed.

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Weekly Views {#weekly-views}

The agenda, busy, completed and effort views display one week at a time and are synchronized so that all four views always display the same week. Press the ▶ (right) or ◀ (left) cursor keys go forward or backward a week at a time or press the space bar to jump to the week containing the current day. You can also press "end" and enter a date to jump to the week containing the date.

In agenda view, only days with scheduled reminders are listed. If nothing is scheduled for the entire week, then "Nothing scheduled" is displayed.

In busy view, only days that have events with busy times (@e and/or @w entries) are displayed. Press the number of the weekday, [1→Mon, ..., 7→Sun], to show the details of the busy periods from that day or press the ▼ (down) or ▲ (up) cursor keys to show the details of the next or previous day with busy periods.

Completed view shows instances of completed tasks.

effort view shows instances of reminders with used time entries with daily totals displayed graphically.

The normal agenda listing for a week day:

And, on the current day only:

Busy view requires a little explanation. Here is screen shot of agenda view for an illustrative week <img src="https://raw.githubusercontent.com/dagraham/etm-dgraham/master/agenda.png" alt="new" title="agenda view" width="600px" hspace="20px"/>

along with one of busy view for the same week <img src="https://raw.githubusercontent.com/dagraham/etm-dgraham/master/busy.png" alt="new" title="busy view" width="600px" hspace="20px"/>

The first thing to notice in busy view is that busy times are displayed each week day for the period between 7am and 9pm. This period is determined by the beginbusy setting in cfg.yaml which sets the number of hours after midnight that the display is to begin each day. The period ends 14 hours after beginbusy. In this case, it runs from 7 hours after midnight (beginbusy) to 7+14=21 hours after midnight or from 7am until 9pm. The resolution is 15 minute periods for each character slot so that, for example, the row for Fr 2 shows a busy period with using 4 green (busy) characters for 10-10:15am, 10:15-10:30am, 10:30-10:45am and 10:45-11am. Now you might notice that this implies that the 4 character slots that begin at 8pm end just before the 9pm slot and that the 9pm slot actually corresponds to the interval 9-9:15pm. Since the actual display includes this last slot, it actually extends for 14 hours plus 15 minutes and thus actually ends at 9:15pm.

The second thing to notice is the red, conflict bar in the display for Mo 28. Since the details for this day are displayed in the "busy times" panel at the bottom as well as in the agenda view, you will notice that the conflict corresponds to the overlap between the 6-8am event and the 7-9:30am event. This conflict from 7-8am is illustrated by the 4 red (conflict) characters. Notice also that the period for the first event extends from 6-7am before the period displayed begins at 7am. The single green character to the left of 7am indicates that there were busy times before the displayed period begins. Similarly, the green character to the right of 9-9:15pm on We 30 indicates that there were busy times after 9:15pm on that day. This corresponds to the 8-10:30pm event shown in agenda view for Wednesday that extends from 9:15-10:30pm after the displayed period.

As you might expect, if a conflict occurred either before or after the displayed period then the corresponding before or after character would be red instead of green.

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Do Next View {#do-next-view}

This view is a todo list on steroids. It displays undated and unfinished tasks grouped and sorted by their @l (location/context) entries and then, within each group by their priorities. E.g., the entry @l #next would put a task in a group at the top of the list because of the #. As another example,‘@l |someday, would put the task in a group near the end of the list because of the |.

If you're curious, here is the list of visible ASCII characters in their sorted order:

    '!', '"', '#', '$', '%', '&', "'", '(', ')',
    '*', '+', ',', '-', '.', '/', '0', '1', '2',
    '3', '4', '5', '6', '7', '8', '9', ':', ';',
    '<', '=', '>', '?', '@', 'A', 'B', 'C', 'D',
    'E', 'F', 'G', 'H', 'I', 'J', 'K', 'L', 'M',
    'N', 'O', 'P', 'Q', 'R', 'S', 'T', 'U', 'V',
    'W', 'X', 'Y', 'Z', '[', '\\', ']', '^', '_',
    '`', 'a', 'b', 'c', 'd', 'e', 'f', 'g', 'h',
    'i', 'j', 'k', 'l', 'm', 'n', 'o', 'p', 'q',
    'r', 's', 't', 'u', 'v', 'w', 'x', 'y', 'z',
    '{', '|', '}', '~'

Context is useful for more than just the sorting order. Suppose you have a task that you want to deal with the next time you’re at the lake house. Just add @l at/lake house and all you have to remember is to check the subgroup 'lake house ' under the 'at' group in do next view when you’re next there. Many such contexts come to mind - at/grocery store, at/office, ...

One final useful context is 'waiting for'. E.g., completing a task might depend upon getting something from Joe. Add @l waiting for/Joe to the task and it will be listed in the subgroup 'Joe' under 'waiting for'.

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Goals View {#goals-view}

This is a dedicated view that only displays goals. This view can be selected in etm either by pressing "g" or by selecting goals from the view menu.

Here is an illustrative screenshot:

<img src="https://raw.githubusercontent.com/dagraham/etm-dgraham/master/goals.png" alt="new" title="goals view" width="600px" hspace="20px"/>

In this screen shot, it is currently Wednesday June 12 2024. Following "Active" in the first line are the percentage fractions of the current day, week, month, quarter and year remaining as of this date followed by the numbers of these periods, weekday 2 (Wednesday), week 24, month 6 and so forth.

Periods are measured in days and hourly fractions of days so that, for example, at 9am, the fraction 9/24 of the day has passed and 15/24 remains. In the first line, the 62% remaining for d2 corresponds to round(100 * 15 / 24) = 62. The period calculations are updated hourly, so at 10am this entry would change to 58%d2 and at 11pm (the last update), to 4%d2.

The goal "Est neque labore" in the first line of "Active" is selected and its details are displayed in the bottom panel. The leading "~ 3/10q" indicates that 3 instances of the goal of 10 have been completed for the current (q)uarter. The trailing (342%) means that the completion rate currently necessary to complete the goal is 342% greater than the rate needed initially. Other active goals such as "~ 0/2m" and "~ 0/1d" have similar interpretations and correspond to goals for (m)onth, and (d)ay periods, respectively.

In the details panel, @q 10q sets the quota of "10" instances per quarter. The following : 1,2 indicates that this goal is to apply each year only to quarter numbers 1 and 2. Alternatively, a range such as "1-3" could be used. Such period restrictions can also be used for day, week and month numbers. For days, the numbers correspond to weekday numbers so that, e.g., ": 0-4" would correspond to the weekdays Monday (0) through Friday (4). Absent such a restriction, a goal applies to all of the periods. The history entry, "@h 2024#2 3" indicates that 3 completions were recorded for the 2nd quarter of 2024.

Active goals are sorted in descending order by the relative completion rate currently necessary. Goals with relative completion rates lower than 133% are regarded as "on schedule" and are colored blue. Those with rates between 133% and 200% are colored yellow and those with still higher rates are colored red.

Goals view is a normal etm view and all the normal commands are available. These additional commands apply to goals:

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Timer View {#timer-view}

This view lists all reminders with associated timers sorted by the elapsed time since the timer's state was last changed. The display for each reminder shows the itemtype and summary, any applicable flags and the elapsed time and state of the associated timer.

The sort order assures that the reminder with the active timer will always be at the top of the list and followed by the reminders with the most recently modified timers. This makes it easy to switch back and forth between recent timers.

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Review View {#review-view}

Displays a list of the summaries and location/contexts (@l entries) of undated and unfinished tasks sorted by their (last) modified timestamp and grouped by the number of weeks since last modified.

This view is used for a periodic review of such todos with the goal of not letting them 'slip through the cracks'. Either editing a task or pressing "^U" with the task selected resets the modified timestamp to the current time and thus moves the task to the "this week" group at the bottom of the list.

A reasonable work flow would be to open this view once every week or so and examine tasks more than a week "old", editing them when necessary and otherwise updating the modified timestamp using "V" so that all tasks are kept within the 'last week' or 'this week' groups.

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Pinned View {#pinned-view}

Items that have been "pinned" (have their pin status toggled on) are displayed in pinned view grouped by itemtype and sorted by the created/modified datetime.

This view can be used to flag items that need attention in your daily workflow in the same way that you might flag email in your inbox that you want to handle first. Just as you might sort your inbox to move the flagged items to the top, you can switch to pinned view to see just the reminders that need attention. And just as you would remove the flag when you finish with an email, you can unpin the reminder that no longer needs attention and thus remove it from the pinned view.

The pinned status of items is retained so long as etm is active but cleared when etm is restarted.

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Konnected View {#konnected-view}

Items with @k konnection links either to or from other items are displayed with a 'k' in the flags column of normal views. Konnected view only displays items with such konnections. They are listed in order of their doc_ids and the view is similar to other item views, e.g., press 'space' to see the details of the selected item, 'E' to edit the selection and so forth. Unlike other item views, pressing 'k' toggles the display of the 'konnections' of the selected item. This opens a pane at the bottom of the display that shows the list of items with @k links to the selected item, then the selected item itself and finally the list of items with @k links from the selected item. This konnections display is also a normal view, e.g., selecting an item and pressing 'space' will display its details.

This view and the ability to add links between items in etm is meant to support the Zettelkasten system of note taking. The term is German for "slip box" where "slip" is a slip of paper containing a single note. These are the essential ideas:

This network of ideas and links has been compared to the brain with its network of neurons and connecting synapses. The links are the keys to both. With notes on paper slips, links required a unique label for each slip and a variety of labeling techniques have been used historically from suggestive keywords to the date and time the note was created.

Labels are built into etm since every note (journal entry), event, task or inbox entry gets a unique, integer doc_id when it is created. Links are provided by the @k konnections - e.g., adding @k 238 to an item, konnects/links that item to the item with doc_id 238.

As discussed above, konnected view provides the means for examining the network of konnections. But how are these konnections created in the first place? When you type @k into the entry area, a list of possible completions will pop up. The lines in this list contain the following item values separated by spaces:

Initially the list of possible completions includes every item in the etm active database, but as you begin typing an index entry, the list collapses to show only those items which contain what you have typed thus far. At any point you can stop typing and scroll up and down the list and, finding the item you want to use for the link, press SPACE to select it and then TAB to replace the selected entry with just the doc_id from the selected entry.

What if you have an related idea while editing an item and the idea does not yet correspond to another item? Add @K comment regarding idea (note the capital K) and, when you save the item, etm will create an inbox item with your comment as its summary and then replace the @K comment regarding idea with @k doc_id using the doc_id of the new inbox item. When you have time, edit the inbox entry to better represent your idea and change the item type accordingly. You can add as many @K entries as you like - each will give rise to a new inbox item.

Other relationships are possible in etm - shared tags, common index entries, common item type, and so forth - and there are views to support examining these relationships - tags view, index view, journal view and so forth. Konnected View is uniquely intended to support examining the konnections among items.

Konnected View is specially designed to help you follow a thread of konnections. When you select an item and press 'k', a konnection view opens that shows just the items with konnections to the selected item and the items with konnections from the selected item. Selecting an item from this view and pressing 'k' closes the konnections view but moves the selection in the konnected view to the item just selected so that pressing 'k' again will show the konnections for the item just selected.

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Used Time Views {#used-time-views}

The used time and used time summary views are bound to u and U respectively. They report @u (used time) entries in your reminders, rounded up according to the usedtime_minutes setting in your cfg.yaml file and grouped by year-month and then heirarchially by @i entries.

I have a file of reminders with @i and @u entries such as

    * Modi ut sit sed amet sit @s 2019-11-11 10:00am @e
       1h30m
    @u 58m: 2019-11-11 10:58am @u 34m: 2019-11-11 10:34am
    @i client A/project a1/correspondence
    @d Aliquam non sed aliquam eius tempora quisquam dolorem.
    Neque quiquia labore tempora magnam. Quiquia tempora
    porro est ut. Ut tempora sed non ut eius neque porro.
    Sed quaerat consectetur dolor sit.

With usedtime_minutes: 6, the used time view for November begins with

    November 2019
      client A
        project a1
          correspondence
            * Modi ut sit sed amet sit: 1.6h Nov 11
            % Amet modi neque eius adipisci: 2.7h Nov 27
          research
            * Quisquam quiquia velit non: 2.0h Nov 19
        project a2
          correspondence
            * Consectetur voluptatem dolorem: 1.0h Nov 6
            * Quaerat etincidunt sed non: 0.9h Nov 13
            * Consectetur eius est adipisci: 0.5h Nov 25
            % Magnam labore etincidunt: 1.8h Nov 28
          meeting
            % Adipisci dolor labore quiquia: 0.9h Nov 7
            % Adipisci eius velit porro: 1.4h Nov 14
          research
            * Non modi non velit eius: 1.0h Nov 20
      client B
        project b1
          correspondence
            * Dolor neque velit dolorem: 0.4h Nov 22
          meeting
            * Ipsum numquam porro consectetur: 0.8h Nov 15
          phone
            - Porro voluptatem aliquam: 1.0h Nov 12
            % Amet ut dolor velit aliquam: 1.9h Nov 13
          research
            * Quisquam labore ut sit aliquam: 0.7h Nov 5
            * Quiquia ut quisquam sit: 1.5h Nov 12
            % Adipisci amet modi sed eius: 2.6h Nov 15
            - Velit dolor quiquia etincidunt: 1.9h Nov 15

Note that the display is by month and, within the month, heirarchially by index entry and reminder. Note also, that the reported times are aggregates of all @u entries in the reminder. The first reminder, for example, has 2 such entries:

    @u 58m: 2019-11-11 10:58am @u 34m: 2019-11-11 10:34am

Because of

    usedtime_minutes: 6

in cfg.yaml, each @u timeperiod is first rounded up to the next 6 minutes and then added. Thus 58m becomes 1h, 34m becomes 36m and the sum, 1h36m, is reported in hours and tenths as 1.6h.

The reminder lines are similar to those in other views. With, e.g.,

        * Modi ut sit sed amet sit: 1.6h Nov 11

selected, pressing return would display the item's details, pressing E would open it for editing and so forth.

The used time summary view for the same month begins with:

    November 2019: 44.4h
       client A: 13.8h
          project a1: 6.3h
             correspondence: 4.3h
             research: 2.0h
          project a2: 7.5h
             correspondence: 4.2h
             meeting: 2.3h
             research: 1.0h
       client B: 16.6h
          project b1: 10.8h
             correspondence: 0.4h
             meeting: 0.8h
             phone: 2.9h
             research: 6.7h
          project b2: 3.9h
             meeting: 1.8h
             research: 2.1h
          project b3: 1.9h
             correspondence: 1.9h

This view omits the reminder lines and aggregates the used times hierarchically by index entry.

As with other dated views, the left and right cursor keys go backwards and forwards a month at a time and the space bar returns to the current month. Also, pressing ^C copies the contents of the view to the system clipboard.

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Query View {#query-view}

In query view an entry line at the bottom of the screen is used to submit queries to your data store of reminders. For example, press q to open query view, enter

    includes summary waldo

and press return to see a list of reminders in which either the summary or the @d element includes a match for the case-insensitive regular expression "waldo". Each line of the display contains the item type, the summary and the document id of the matching reminder. You can use in as an abbreviation for includes. As another example

    exists u and ~exists i

would display reminders with an @u element but not an @i element.

Simple queries of this type produce a list of matching items with the itemtype, summary and id displayed and sorted by id, i.e., by the order created. It is also possible to create more complex queries in which the output is displayed heirarchially using a format determined by the query parameters. Enter ? or help at the prompt to get this detailed usage information:

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Simple queries {#simple-queries}

Return a list of items displaying the itemtype, summary and id, and sorted by id, (order created) using commands with the format:

command field [args]

where "field" is either 'itemtype', 'summary' or one of the '@-keys' such as 'l' or 's', and "command" is one of those listed below (see Simple Query Examples below for examples):

Enter the command at the 'query:' prompt and press 'enter' to submit the query and display the results. Press 'q' to reopen the entry area to submit another query. Use up and down cursor keys to choose from the command history (see Command History below), submit '?' or 'help' to show this display, submit 'l' to see a list of stored queries (see Saved queries below) or submit 'quit', 'exit' or nothing at all, '', to close the entry area and return to the previous display.

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Simple query examples {#simple-query-examples}

Find items where the summary includes a match for "waldo":

query: includes summary waldo

Precede a command with ~ to negate it. E.g., find reminders where the summary does not include a match for "waldo":

query: ~includes summary waldo

To enter a list of values for "arg", simply separate the components with spaces. E.g.,

query: includes summary d waldo

would return items in which either the summary or d (@d description) contains a match for "waldo". Similarly

query: all t blue green

would return items with both blue and green tags or

query: any t blue green

would return items with either a blue or a green tag. As a last example

query: one itemtype - *

would return items in which the item type is either '-' or '*', i.e., either a task or an event.

Conversely, to enter a regex with a space and avoid its being interpreted as a list, replace the space with '\s'. E.g.,

query: includes i john\sdoe

would return items with '@i' (index) entries such as "John Doe/...".

Note: in the world of regular expressions '\s' matches any white space character, including a space.

Components can be joined the using "or" or "and". E.g., find reminders where the summary entry contains a match for "waldo" but the @d (description) entry does not:

query: includes summary waldo and ~includes d waldo

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Archive queries {#archive-queries}

Queries, by default, search the items table in the etm database. You can preceed any query with 'a ' (the letter 'a' followed by a space), to search the archive table instead. E.g.,

query: a includes summary waldo or includes d waldo

will search the archive table for reminders with matches for 'waldo' in the summary or in the description.

Queries beginning with 'a ' are, in fact, the only way to see archived items from within etm itself.

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Update queries {#update-queries}

Queries can not only locate reminders but also update them. The update commands act on items returned by a query. E.g., this query

query: includes i john\sdoe | replace i john\sdoe
    Jane\sDoe

can be regarded as taking the reminders whose index entry, 'i', includes a match for 'john doe' and feeding them to the 'replace' command which then takes the index entry of each reminder and replaces each match for 'john doe' with 'Jane Doe'.

All of the update commands work the same way: a query that returns a list of reminders is followed by a pipe symbol surrounded by spaces, ' | ', and an update command with its arguments. Here is the complete list of these update commands:

The recommended workflow for updating reminders is first to perfect the query to be certain that it lists just the items you want to update. Then press 'q' and the 'up' cursor key to restore the previous query, add ' | ' and the update command you want with its arguments.

WARNING: Since the results may not be reversible, consider backing up your 'etm.json' database before using update commands. This simple query, e.g., would PERMANENTLY DELETE ALL YOUR REMINDERS:

query exists itemtype | remove

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Complex queries {#complex-queries}

Return a formatted, heirarchial display of items. Both the format and the items displayed are determined by the type of the query and the arguments provided. Since these queries can group and sort by date/times, these queries must begin by specifying which of the possible datetimes to use. There are four types of datetime specifications:

Complex queries follow the datetime specifier with a required group/sort specification consisting of a semicolon separated list with at least one of the following components:

Note: when a date specification is given, the datetime used depends upon the report type.

E.g.

query: u i[:1]; MMM YYYY; i[1:]; ddd D

would create a usedtime query grouped (and sorted) by the first component of the index entry, the month and year, the remaining components of the index entry and finally the month day.

Sorting note: Specifications using weeks are all sorted and grouped by by (YYYY, W). Specifications involving months are all sorted by (YYYY, M). Specifications involving days are all sorted by (D).

The group/sort specification can be followed, optionally, by any of the following:

-b begin date/datetime: omit items with earlier datetimes

-e end date/datetime: omit items with later datetimes

-q query: exclude items not satisfying this simple query. Anything that could be used in a simple query described above could be used here. E.g., "-q exists f" would display only items with an "@f" entry, i.e., finished tasks. Similarly "-q equals itemtype - and ~exists f" would limit the display to unfinished tasks.

-a append: append the contents of this comma separated list of @key characters to the formatted output. E.g., "-a d, l" would append the item description and location to the display of each item.

Note: -b and -e accept shortcuts:

and can be combined with period strings using w (week), d (day), h (hour) and m (minute). E.g.:

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Command History {#command-history}

Any query entered at the 'query:' prompt and submitted by pressing 'Enter' is added to the command history. These queries are kept as long as 'etm' is running and can be accessed using the up and down cursor keys in the query field. This means you can enter a query, check the result, press 'q' to reopen the query prompt, press the up cursor and you will have your previous query ready to modify and submit again. It is also possible to keep a permanent list of queries accessible by shortcuts. See 'Saved Queries' below.

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Saved Queries {#saved-queries}

Commonly used queries can be specified in the "queries" section of cfg.yaml in your etm home directory along with shortcuts for their use. These saved queries support positional replacements. E.g. with

queries:
    ...
    find: includes summary d {}

the expectation would be that 'find' will be followed by a single argument to replace the '{}'. E.g.,

query: find waldo

Entering this at the query prompt would create and then, without further input, execute the query

includes summary d waldo

thus identifying all items in which either the summary or the description (d) contains 'waldo'.

Arguments provided to saved queries are separated by spaces. This means that

query: find John Smith

would raise an error because two arguments, 'John' and 'Smith', have been provided but there is only one '{}' placeholder. To fix this, replace each unwanted space with an '\s'. E.g.,

query: find John\sSmith

As another example consider 's-d' (summary but not description):

queries:
    ...
    s-d: includes summary {0} and ~includes d {0}

Here the '{0}' placeholders mean that only one argument is expected and it will be used to replace both of the placeholders. This entry

query: s-d waldo

would then expand to

includes summary waldo and ~includes d waldo

which identifies items with 'waldo' in the summary but not in the description.

As a final example, suppose you use one of the tags, 'unbilled', 'billed' or 'paid', to track billing and you want to find items that have an @i entry that contains a client name that you will specify and have @t entries that contain a tag that you will also specify. Consider this specification for 'status':

queries:
    ...
    status: includes i {} and any t {}

with '{}' placeholders for the client and the tag. Then

query: status IOU paid

would expand to

includes i IOU and any t paid

which would identify items for the client 'IOU' which have been tagged 'paid'. Similarly

query: status IOU unbilled

would identify items for the same client that have been tagged 'unbilled' instead of 'paid'.

Saved queries need not, of course, take arguments. With

queries:
    ...
    unbilled: exists u and ~any t billed paid

the query

query: unbilled

would identify all items with an @u (used time) entry and thus presumably billable but without either a 'billed' or 'paid' tag.

Note: To see a list of all your saved queries, just enter 'l' (lower case 'L') at the query prompt.

    query: l

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Common Features {#Common-Features}

While the views differ in many respects, they also share some common aspects:

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Mobile access to your reminders {#mobile}

The files current.txt and next.txt in your etm home directory are created by etm but not displayed within etm itself. Whether or not these files are created depends on two settings in your cfg.yaml:

By creating links to these files in, e.g., a GoogleDrive folder, you can have access to your current schedule, tasks and goals on your mobile device.

Here is a screen shot from an iPhone of an illustrative current.txt:

<img src="https://raw.githubusercontent.com/dagraham/etm-dgraham/master/current_on_iphone.png" alt="new" title="current view" width="300px" hspace="20px"/>

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Menus {#menus}

Pressing F1 toggles the etm menu display - opening it if it is closed and closing it if it is open. There are four menu tabs labeled etm, view, editor and selected with the options listed below:

etm
    F1) activate/close menu
    F2) about etm
    F3) system info
    F4) check for updates
    F5) import file
    F6) datetime calculator
    F7) configuration settings
    F8) help
    ---
    ^q) quit
view
    a) agenda
    b) busy
    c) completed
    d) do next
    e) effort
    f) forthcoming
    g) goals
    h) history
    i) index
    j) journal
    k) konnected
    l) location
    m) timers
    o) occurrences
    p) pinned
    q) query
    r) review
    s) scheduled alerts for today
    t) tags
    u) used time
    U) used summary
    v) refresh views to fit resized terminal
    y) yearly calendar
    ^c) copy active view to clipboard
move
    space|home) go to today in a), b) and c)
    end) prompt for and goto date in a), b), c), u), U) and y)
    right) next in a), b), c), u), U) and y)
    left) previous in a), b), c), u), U) and y)
    ---
    /|?) initiate forward|backwards search
    n|N) search next|previous incrementally
    ,,) clear search
    ^l) prompt for and jump to line number
    ^p) jump to next pinned item
edit
    +) add new item
    J) edit today's journal entry
    ---
    ^g) test goto link
    ^r) show repetitions
    ^s) save changes & close
    ^z) discard changes and close
selected
    enter) toggle showing details
    E) edit
    C) edit copy
    D) delete
    F) finish
    P) toggle pin
    R) reschedule
    S) schedule new
    G) open goto link
    ^a) toggle goal active/inactive
    ^e) end goal 
    ^h) show completion history
    ^r) show repetitions
    ^u) update last modified
    ^x) toggle archived status
    --- konnected view
    k) toggle showing konnections
timers
    m) show timer view
    --- for the selected reminder
    T) change timer to next state
    TR) record usedtime and end timer or add usedtime
    TD) delete timer
    --- ignores selection
    TT) toggle paused/running for active timer
    ^t) start quick timer

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etm menu notes {#etm-menu-notes}

As with the other menus, each entry is preceeded by its shortcut, e.g., F2 for about etm or ^q (control and q simultaneously) to quit.

Many of the entries are obvious but a few deserve comment.

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view menu notes {#view-menu-notes}

The view menu provides access to all the etm views with the shortcut keys for these views. E.g., press a to open agenda view.

The start quick timer option creates a new, inbox reminder with the current datetime as the subject, associates a timer with reminder and starts the timer. If another timer is active, it will be paused if necessary and made inactive. Subsequent invocations repeat this process.

The entries here are pretty obvious and the views themselves are descibed elsewhere.

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editor menu notes {#editor-menu-notes}

It is worth noting here that when you are editing an item, ^s (control and s) saves any changes you have made and closes the editor. ^z (control and z), on the other hand, closes the editor without saving any changes but, if there are changes, asks for confirmation that this is what you want.

An options setting, 'vi_mode' determines which keybindings are used in the entry buffer when editing. If 'vi_mode' is true, then vi-style bindings are used and, otherwise, the default emacs-style bindings are used. The status bar describes the current mode, e.g., 'vi: insert' with a '+' appended if the contents have been modified.

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selected menu notes {#selected-menu-notes}

Options in the selected menu are only relevant when a reminder has been selected in one of the views.

Several options here deserve comment.

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Installation {#installation}

For personal use {#for-personal-use}

The easiest way to install etm for personal use is to use pip:

$ python3 -m pip install -U etm-dgraham

(This same command can be used to update etm when a new version is released.) This will install etm with all the needed python supporting modules. You can then start etm with

$ etm <path to home>

See Home directory for details about <path to home>.

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For use in an isolated environment {#For-use-in-an-isolated-environment}

FIXME

Installing etm in an isolated or virtual environment (sandbox) is only slightly more complicated. Begin by using pip to install pipx:

$ python3 -m pip install -U pipx

Now run:

$ pipx ensurepath

to ensure that directories necessary for pipx operation are in your PATH environment variable and finally to install etm itself:

$ pipx install etm-dgraham

(To upgrade etm when a new version becomes available, simply replace "install" in this command with "upgrade".) You can then start etm as before with

$ etm <path to home>

Details about <path to home> are in Home directory.

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For use system wide {#for-use-system-wide}

If your system allows you to run sudo and you want general access system wide, then you could instead install etm using

$ sudo -H python3 -m pip install -U etm-dgraham

This would put both etm and etm+ in your path (in the bin directory for python3).

Notes:

You can then open any terminal and start etm using

$ etm <path to home>

See home directory for details about <path to home>.

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Usage {#usage}

Terminal size and color scheme {#terminal-size-and-color-scheme}

The suggested terminal size for etm is 70 (columns) by 32 or more (rows). The default color scheme is best with a dark terminal background. A scheme better suited to light backgrounds can be set using style: light in cfg.yaml in your home directory. Some of the etm display may not be visible unless style is set correctly for your display.

The size of the terminal is used when etm starts to set various display options so changing the terminal size, especially reducing the width, is best avoided once etm is running.

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Home directory {#home-directory}

Before you start etm, think about where you would like to keep your personal data and configuration files. This will be your etm home directory. The default is to use whatever directory you're in when you start etm as your etm home directory. If you start etm in your virtual environment directory then the default will be to use that as your home directory as well. If this is not what you want, you can just give the path for whatever directory you would like to use when you start etm.

$ etm <path to home>

Finally, if there is an environmental variable, ETMHOME, set to this path then you can just enter

$ etm

and etm will use ETMHOME as its home directory.

Home directory considerations:

Whatever home directory you choose, running etm for the first time will add the following to that directory.

    etm home directory/
        backups/
        logs/
        cfg.yaml
        etm.json

Here cfg.yaml is your user configuration file and etm.json contains all your etm reminders. The folders backups/ contains the 7 most recent daily backups of your etm.json and cfg.yaml files. The folder logs contains the current etm.log file and the 7 most recent daily backups. Note that backup files are only created when the relevant file has been modified since the last backup.

The file cfg.yaml can be edited and the options are documented in the file. See configuration for details.

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Timers {#timers}

For tracking time spent, etm supports the use of one or more timers. Each timer is associated with a particular reminder and, if a timer is recorded, a used time entry will be added to the associated reminder using this format:

    @u <time spent>: <datetime recorded>

The timer itself records seconds, but the used time entry for <time spent> depends upon the usedtime_minutes setting in cfg.yaml as follows:

The Used Time Views show aggregations of these reported times by month and index entry. Any rounding up is done before aggregating.

Used time entries can be recorded directly by editing the relevant reminder and adding one or more @u entries. It is also possible to use etm to create timers attached to particular reminders and control them with hotkeys.

Timer View, bound to m, provides a convenient way of manipulating multiple timers. It lists each existing timer with the active timer first and followed by the other timers in the order of most recently active. Pausing/running the active timer can be done from any view by pressing TT. To switch to another timer, change to timer view, press TT if necessary to pause the active timer, select the timer you want to start and press 'T' to change its state from 'inactive' to 'running'. It will move to the top of the list and the other timers will move down by one row.

When there is an active timer, either running or paused, its status will be displayed in a second line of the status bar. E.g., `6.3m r⌁10:23a' would mean that the active timer has been running since 10:23am today and has a total of 6.3m of elapsed time. If there are other, inactive timers with positive elapsed times then the total of these times would be displayed in the first line of the status bar.

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lorem examples {#loremexamples}

If you are new to etm, you might find it very useful to install the lorem examples. If you press F5, enter 'lorem' at the prompt and press return, etm will generate a series of reminders all of which are tagged 'lorem'. These fall within a three month period including the month in which they were created as well as the previous and subsequent months. The examples are designed to illustrate nearly all of the etm views and features. You can play around with the examples as long as you wish and then remove them all at once by pressing q to open query view, entering the query 'any t lorem | remove' and pressing return.

These examples are named for and depend upon the python package lorem that can generate random words, phrases, sentences and paragraphs in 'lorem ipsum' text. E.g., "Lorem ipsum dolor sit amet, consectetur adipiscing elit ...". This is "a placeholder text commonly used to demonstrate the visual form of a document or a typeface without relying on meaningful content."

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Using etm+ {#etmplus}

An added bonus of setting ETMHOME to the path of your home directory is the possibility of using the etm+ shortcut for creating reminders. E.g., entering

$ etm+ '* lunch with Peter @s fri 12p'

would append the line * lunch with Peter @s fri 12p to the file inbasket.textin ETMHOME, creating the file if necessary. etm+ also accepts input piped to it so that

$ echo '* lunch with Peter @s fri 12p' | etm+

would produce exactly the same result.

Finally, if {T} is included, it will be replaced with a time stamp corresponding to the moment the script was invoked. E.g.,

$ echo '% got the test result at {T}' | etm+

would append something like % got the test result at 2022-12-07 9:13:55 EST.

Important : The single quotes are necessary to keep the shell from expanding the "*" into the names of all the files in the current working directory and other such mischief.

etm checks once every minute for the presence of a file named inbasket.textin ETMHOME and, if found, will display an inbasket character, ⓘ , at the right end of its status bar reminding you that inbasket items are available for importing. Just press F5 in etm to import the reminders from this file and, on successful completion, automatically remove the file.

Note finally that etm+ will accept quick notes which are not themselves valid etm reminders such as

$ etm+ '123 456-7890 Peter'

This would result in the valid reminder

! 123 456-7890 Peter @t etm+

being appended to inbasket.text - note the added type character, ! and the tag, @t etm+.

The addition of the typechar '!' means that after importing the reminder will appear as an 'inbox' item. These are highlighted in the list for the current day in agenda view, reminding you that they require futher attention. You can thus make quick notes without much thought and know that you will automatically be reminded to sort them out later. An added bonus is that when editing such entries in etm itself, all its completion, fuzzy parsing and verification features are available.

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Deinstallation {#deinstallation}

From a personal installation {#from-a-personal-installation}

To remove etm run

$ pip uninstall etm-dgraham

This will remove etm from the python site-packages directory and the etm and etm+ executables from the python bin directory. Then remove any etm home directories that you have created.

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From a virtual environment {#from-a-virtual-environment}

Use pipx instead of pip:

$ pipx uninstall etm-dgraham

You can now remove any home directories you may have created.

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From a system wide installation {#from-a-system-wide-installation}

To remove etm installed into, say, python3.7, run

$ sudo -H pip uninstall etm-dgraham

This will remove etm from the python site-packages directory and the etm and etm+ executables from the python bin directory. Then remove any etm home directories that you have created.

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Details {#details}

Item Types {#item-types}

event {#event}

Type character: *

An event is something that happens at a particular date or datetime without any action from the user. Christmas, for example, is an event that happens whether or not the user does anything about it.

Corresponds to VEVENT in the vcalendar specification.

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task {#task}

Type character: -

A task is something that requires action from the user and lasts, so to speak, until the task is completed and marked finished. Filing a tax return, for example, is a task.

Corresponds to VTODO in the vcalendar specification.

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journal {#journal}

Type character: %

A record of something that the user wants to remember. The userid and password for a website would be an example. A journal entry for vacation day is another example.

Corresponds to VJOURNAL in the vcalendar specification.

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goal {#goal}

Type character: ~

The goal itemtype is intended to support pursuing S.M.A.R.T. goals (Specific, Measurable, Achievable, Relevant, Timed) in etm. Here is an example of a goal as it would be entered:

    ~ interval training @s 2024/4/22 @q 3w

There is no corresponding classification in the vcalendar specification.

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inbox {#inbox}

Type character: !

An inbox item can be regarded as a task that is always due on the current date. E.g., you have created an event to remind you of a lunch meeting but need to confirm the time. Just record it using ! instead of * and the entry will appear highlighted in the agenda view on the current date until you confirm the scheduled time.

Inbox items are also useful when you have an idea but not enough time to think about it. Create an inbox entry with just enough information in the summary to remind you of the idea. Make a habit at the end of the day of checking inbox items. The idea is not necessarily to complete them but to change those that can’t be finished quickly to, say, undated tasks with appropriate @l entries and enough detail in the summaries and the @d descriptions so that you will have all the information you need to act on them when the time comes.

Corresponds to VTODO in the vcalendar specification.

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status {#status}

These type characters are generated automatically by etm to display the status of reminders.

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beginning soon {#beginning-soon}

Type character: >

For unfinished tasks and other items with @b entries, when the scheduled date given by @s is within @b days of the current date, a warning that the item is beginning soon appears on the current date together with the item summary and the number of days remaining until the current date.

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past due {#past-due}

Type character: <

When a task is past due, a warning that the task is past due appears on the current date together with the item summary and the number of days that the task is past due.

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waiting {#waiting}

Type character: +

When a task job has one or more unfinished prerequisites, it is displayed using + rather than -.

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finished {#finished}

Type character:

When a task or job is finished, it is displayed in the completed view on the date that it was finished using rather than -.

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Options {#options}

Notes:

<h3 id="atkeys"> @ keys </h3>

@ followed by a character from the list below and a value appropriate to the key is used to apply attributes to an item. E.g.,

        @s mon 9a

would specify the the scheduled datetime for the item is 9am on the Monday following the current date.

<h3 id="ampkeys"> & keys </h3>

& followed by a character from one of the lists below. These keys are only used with @j (job) and @r (repetition) entries.

For use with @j:

For use with @r:

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Notes {#notes}

notices {#notices}

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repetition {#repetition}

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repetition examples {#repetition-examples}

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anniversary substitutions {#anniversary-substitutions}

Repeating events or tasks can have an anniversary expression, {XXX}, in the summary that will be replaced by the appropriate ordinal for the anniversary: 1st, 2nd, 3rd, etc. E.g.,

* {XXX} of 60 auto payments due @s 2020-06-01 @r m &c 60

would appear in agenda view

...

Similarly

* Will's {XXX} birthday @s 1985-08-23 @r y

would appear in agenda view on Aug 23, 2020 as

As a final example, newlyweds might want to celebrate anniversaries initially at monthly intervals

* Our {XXX} monthly anniversary @s 2020-06-18 @r m

and then eventually change to yearly celebrations by removing the 'monthly' and changing the 'm' to 'y'.

In addition to monthly and yearly frequencies, d (daily) and w (weekly) are also supported.

↺ contents

archived reminders {#archived-reminders}

When a reminder is 'archived' in etm, it is is moved from the items table in the database to the archive table. Reminders in the archive table can only be viewed by opening query view and then beginning the query with 'a' to use the archive table. All other views display reminders from the items table.

There are two ways to archive a reminder:

There is only one way to un-archive a reminder. Run a query beginning with 'a' in query view to use the archive table, select a reminder and press ^x. This will un-archive the reminder, i.e., move it back to the items table.

↺ contents

configuration {#configuration}

Configuration settings for etm are specified in the file cfg.yaml located in your etm home directory. See installation for the location of this directory. When etm is running, you can press F8 to open this configuration file using your system default editor for yaml (text) files. Note that any changes you make will not become effective until you stop and restart etm.

Here are the options with their default values from that file. The lines beginning with # are comments that describe the settings.

    #### begin cfg.yaml ####
    etmversion: 5.0.12
    # The current version of etm and this file. DO NOT EDIT. This is
    # automatically updated when a new version of etm is installed.

    ampm: true
    # true or false. Use AM/PM format for datetimes if true else
    # use 24 hour format. See also the show_minutes setting.

    show_minutes: false
    # true or false. If true show ":00" in agenda and forthcoming views
    # when displaying times with zero minutes else suppress zero minutes
    # from being displayed. E.g., "9:00-10:30" if true else "9-10:30".
    # When ampm if false and show_minutes is true, hours will be displayed
    # with leading zeros applicable.

    dayfirst:  false
    yearfirst: true
    # each true or false. Whenever an ambiguous date is parsed, dayfirst
    # and yearfirst parameters control how the information is processed
    # using this precedence:
    # yearfirst: true
    #   dayfirst: true  => YDM
    #   dayfirst: false => YMD
    # yearfirst: false
    #   dayfirst: true  => DMY
    #   dayfirst: false => MDY
    # E.g., with both true, 3/4/5 would be interpreted as May 4, 2003.
    # When possible, dates will also be displayed respecting these settings.
    # I.e., the year will generally be displayed first when yearfirst is
    # true and last otherwise. Similarly, the day will generally be displayed
    # before the month when dayfirst is true and after the month otherwise.

    beginbusy: 7
    # non-negative integer. The number of hours after midnight to begin the
    # busy view display of busy times for each day. The display continues
    # for 14 hours after the begin_busy hour. E.g. with 'begin_busy: 7' the
    # display would show busy times from 7am (7h) until 9pm (21h).

    updates_interval: 0
    # non-negative integer. If positive,  automatically check for updates
    # every 'updates_interval' minutes. If zero, do not automatically
    # check for updates. When enabled, a blackboard u symbol, 𝕦, will be
    # displayed at the right end of status bar when an update is available
    # or a question mark when the check cannot be completed as, for
    # example, when there is no internet connection.

    locale: en_US
    # locale abbreviation. E.g., "en_AU" for English (Australia), "en_US"
    # for English (United States), "fr_FR" for French (France) and so
    # forth. Google "python locale abbreviatons" for a complete list."

    vi_mode: true
    # true or false. Use vi keybindings for editing if true else use emacs
    # style keybindings.

    secret: HIr13FiYj3
    # string to use as the secret_key for @m masked entries. E.g.
    # 'X6i2SGWu6m'. In etm versions after 4.0.21, the default string is
    # randomly generated when this file is created or when the secret
    # value is removed and etm is restarted. WARNING: if this key is
    # changed, any @m entries that were made before the change will be
    # unreadable after the change.

    omit_extent:
    # A list of calendar names. Events with @c entries belonging to this
    # list will only have their starting times displayed in agenda view
    # and will neither appear nor cause conflicts in busy view.

    keep_current: [3, 46]
    # A list of two, non-negative integers for "weeks" and "width". If
    # weeks is positive, the agenda for that integer number of weeks
    # starting with the current week will be written to "current.txt" in
    # your etm home directory and updated when necessary. The format will
    # be scaled to fit "width". A width of 46, e.g, fits an iPhone display
    # in portrait mode. You could, for example, create a link to
    # "current.txt" in a pCloud or GoogleDrive folder and always have access
    # to your current agenda on your mobile device.

    keep_next: true
    # true or false. If true, the 'do next' view will be written to
    # "next.txt" in your etm home directory. As with "current.txt", a link
    # to this file could be created in a pCloud or DropBox folder for
    # access from your mobile device.

    archive_after: 0
    # non-negative integer. If zero, do not archive items. If positive,
    # finished tasks and events with last datetimes falling more than this
    # number of years before the current date will automatically be
    # archived on a daily basis.  Archived items are moved from the
    # "items" table in the database to the "archive" table and will no
    # longer appear in normal views. Note that unfinished tasks and
    # journal entries are not archived.

    refresh_interval: 6
    # 6, 12, 30 or 60. The event loop responsible for refreshing
    # etm caches, updating alerts, timers and so forth, repeats once
    # every refresh_interval seconds.

    num_finished: 0
    # non-negative integer
    # If positive, when saving retain only the most recent "num_finished"
    # completions of an infinitely repeating task, i.e., repeating without
    # an "&c" count or an "&u" until attribute. If zero or not infinitely
    # repeating, save all completions.

    num_repetitions: 10
    # positive integer
    # Show at most this number of repetitions when showing repetitions
    # with (^r) or when showing completion history (^h). In the former
    # case these are instances for the selected item (repeating of any
    # item type) starting from date of the selected item and in the latter
    # case these are the completion instances (task item type). Note that
    # the num_finished setting can affect the number available for display
    # for the completion history.

    limit_skip_display: false
    # true or false. If true, only the first instance of a task with "@o
    # s" (overdue skip) will be displayed. For a task with an "@s" entry
    # that is a date this will be the first instance that falls on or
    # after the current date. Otherwise, when the "@s" entry is a
    # datetime, this will be the first instance that falls on or after the
    # current time.

    connecting_dots: true
    # true or false. If true, display dots connecting the item summary and
    # the right-hand details columns in tree views.

    usedtime_minutes: 6
    # 0, 1, 6, 12, 30 or 60. Round up used times. With 0, no rounding is done
    # and times are reported in hours, minutes and seconds. With 1, after
    # rounding up to the nearest minute, times are reported as hours and minutes.
    # Otherwise, rounding is up to the nearest integer multiple of
    # usedtime_minutes and times are reported as floating point hours. E.g.,
    # with usedtime_minutes = 6, 1 minute would be rounded up to 6 minutes and
    # reported as 0.1 hours. Similarly 13 minutes would be rounded up to 18
    # minutes and reported as 0.3 hours. The numbers 6, 12, 30 and 60 are
    # characterized by the fact that each is an integer multiple of 6 and 60 is
    # evenly divisible by each. This allows reported times to be expressed as
    # hours and tenths of an hour for each. Note that when rounding is specified,
    # each "@u" timeperiod is rounded before aggregation. Whatever the setting,
    # a used time record created using the timer is accurate to the nearest
    # second.

    usedtime_hours: 6
    # 0, 1, 2, ..., 24. The daily goal for used time. This is used in effort
    # view to control the display of the daily used time bars. The goal is to
    # to maximize the granularity of the bar when displaying this number of hours
    # in the space allowed by the terminal width.

    journal_name: daily
    # Journal items with this index entry and with an @s entry will have the
    # year and month appended to the index. E.g., with the setting
    #   journal_name: daily
    # this journal entry
    #   % visited Yellowstone @s 22/6/24 @i daily
    # would be displayed in journal view as if the index entry were
    #   @i daily/2022/ 6
    # thus organizing such entries by the year and month of their scheduled dates.
    # Within each month, entries will be also ordered by the month day.

    alerts:
    # A dictionary with single-character, "alert" keys and corresponding
    # "system command" values. Note that characters "t" (text message) and
    # "e" (email) are already used.  The "system command" string should be
    # a comand with any applicable arguments that could be run in a
    # terminal. Properties of the item triggering the alert can be
    # included in the command arguments using the syntax {prop}, e.g.,
    # {summary} in the command string would be replaced by the summary of
    # the item. Similarly {start} by the starting datetime, {time} by the
    # starting time (omits the date for the current date), {when} by the time
    # remaining until the starting datetime, {now} by the current time,
    # {location} by the @l entry and {description} by the @d entry. E.g., If
    # the event "* sales meeting @s 2019-02-12 3p" triggered an alert 30 minutes
    # before the starting time the string "{summary} {when}" would expand to
    # "sales meeting in 30 minutes". E.g. on my macbook
    #
    #    alerts:
    #        v:   /usr/bin/say -v "Alex" "{summary}, {when}"
    #        ...
    #
    # would make the alert 'v' use the builtin text to speech sytem
    # to speak the item's summary followed by a slight pause
    # (the comma) and then the time remaining until the starting
    # time, e.g., "sales meeting, in 20 minutes" would be triggered
    # by including "@a 20m: v" in the reminder.

    expansions:
    # A dictionary with 'expansion name' keys and corresponding
    # 'replacement string' values. E.g. with
    #
    #    expansions:
    #        tennis: "@e 1h30m @a 30m: d @i personal:exercise"
    #        ...
    #
    # then when "@x tennis" is entered the popup completions for
    # "@x tennis" would offer replacement by the corresponding
    # "@e 1h30m @a 30m: d @i personal:exercise".

    sms:
    body: '{location} {when}'
    from: 'None'
    server: 'None'
    pw: 'None'
    # Settings to send "t" (sms text message) alerts to the
    # list of phone numbers from the item's @n attendee
    # entries using the item's summary and the body as specified
    # in the template below as the message. E.g., suppose you
    # have a gmail account with email address "who457@gmail.com"
    # and want to text alerts to Verizon moble phone (123)
    # 456-7890. Then your sms entries should be
    #     from:   who457@gmail.com
    #     pw:     your gmail password
    #     server: smtp.gmail.com:587
    # and your item should include the following attendee entry
    #     @n 1234567890@vzwpix.com
    # In the illustrative phone number, @vzwpix.com is the mms
    # gateway for Verizon. Other common mms gateways are
    #     AT&T:     @mms.att.net
    #     Sprint:   @pm.sprint.com
    #     T-Mobile: @tmomail.net
    # Note. Google "mms gateway listing" for other alternatives.

    smtp:
    body: '{location} {when}\n{description}'
    from: 'None'
    server: 'None'
    id: 'None'
    pw: 'None'
    # Settings to send "e" (email message) alerts to the list of email
    # addresses from the item's @n attendee entries using the item's
    # summary as the subject and body as the message. E.g., if you have a
    # gmail account with email address "whatever457@gmail.com", then your
    # entries should be
    #     from: whatever457@gmail.com
    #     id: whatever457
    #     pw: your gmail password
    #     server: smtp.gmail.com

    locations:
    # A dictionary with location group names as keys and corresponding
    # lists of locations as values. When given, do next view will group
    # items first by the location group name and then by the location
    # within that group. Note that locations can appear under more than
    # one group name. E.g.,
    # locations:
    #    home: [home, garage, yard, phone, computer]
    #    work: [work, phone, computer, copier, fax]
    # Items with a location entry that does not belong to one of these
    # location groups will be listed under 'OTHER' and items without a
    # location entry under 'OTHER' and then tilde.

    queries:
    td: 'm l -q equals itemtype - and ~exists f'
    ui: 'u i[:1]; MMM YYYY; i[1:2] -a d'
    si: 's i[:1]; MMM YYYY; i[1:2] -a u, d'
    mi: 'exists u and ~exists i'
    arch: 'a exists itemtype'
    uw: 'u WWW; ddd D -b weekbeg - 1w -e weekend'
    find: 'includes summary d {}'
    f: 'includes summary d {}'
    index: 's MMM YYYY; ddd D -q in i {}'
    # A dictionary with short query "keys" and corresponding "query"
    # values. Each "query" must be one that could be entered as the
    # command in query view. Keys can be any short string other than
    # 'a', 'u', 'c' or 'l' which are already in use.
    # queries:
    #    td: m l -q equals itemtype - and ~exists f
    #    mi: exists u and ~exists i
    #    arch: a exists itemtype
    #    find: includes summary d {}
    # The latter would allow you to enter, e.g., `find waldo` and have
    # it expand to `includes summary d waldo` and thus locate all
    # reminders with `waldo` either in the summary or d (the description).

    style: dark
    # dark or light. Set the defaults for dark or light terminal
    # backgounds. Some output may not be visible unless this is set
    # correctly for your display.

    type_colors:
    # A dictionary with type keys and corresponding named-color or hex
    # values. The default colors are determined by the 'dark' or 'light'
    # style setting as follows:
    #
    #     key           dark default        light default
    #  -----------    -----------------   -----------------
    #  available       'LightSkyBlue',     'DarkBlue',
    #  begin           'Gold',             'DarkViolet',
    #  event           'LimeGreen',        'DarkGreen',
    #  finished        'DarkGrey',         'LightSlateGrey',
    #  inbox           'OrangeRed',        'MediumVioletRed',
    #  journal         'GoldenRod',        'Brown',
    #  pastdue         'LightSalmon',      'Red',
    #  plain           'Ivory',            'Black',
    #  today           'Ivory bold',       'Black bold',
    #  used            'Khaki',            'DodgerBlue',
    #  waiting         'SlateGrey',        'DarkSlateBlue',
    #  wrap            'ForestGreen',      'LightGrey',
    #  running         'OrangeRed',        'Gold',
    #  paused          'MediumVioletRed',   'DarkViolet',
    # Explanations for the key names:
    #     available:    available task/job reminders
    #     begin:        begin by warnings
    #     event:        event reminders
    #     finished:     finished task/job reminders
    #     inbox:        inbox reminders
    #     journal:      journal reminders
    #     pastdue:      pasdue task warnings
    #     plain:        headings such as outline branches
    #     today:        the current and following agenda date headings
    #     used:         used time rows in effort and used time views
    #     waiting:      waiting job reminders (jobs with unfinished prereqs)
    #     wrap:         before and after rows for events in agenda view with
    #                   @w entries
    #     running:      status bar color for 'r', running timer
    #     paused:       status bar color for 'p', paused timer
    #
    # E.g., with style 'dark', the default color for 'available' is
    # 'LightSkyBlue'. This entry
    #   colors:
    #       available: CornFlowerBlue
    # would change the 'available' color to 'CornflowerBlue' while leaving
    # the other 'dark' colors unchanged.
    #
    # To preview the namedcolors, download "namedcolors.py" from
    #    "https://github.com/dagraham/etm-dgraham",
    # open a terminal with your chosen background color and run
    #    python3 <path to namedcolors.py>
    # at the command prompt.

    window_colors:
    # A dictionary with style component keys and corresponding lists of
    #    [background, foreground, attribute]
    # components. background and foreground can either be named colors,
    # hex colors, or ''. Attribute is an optional font attribute such
    # as 'bold' which must, of course, be supported by the font used in
    # your terminal. The default settings are determined by the 'dark'
    # or 'light' style setting as follows:
    #
    #    key                       dark default                  light default
    # -------------------    -----------------------------  -----------------------------
    # ask:                    [grey2, Lime, bold]           [Cornsilk, Lime, bold]
    # button.focused:         [DarkGreen, White]            [DarkGreen, White]
    # details:                [, Ivory]                     [, Black]
    # dialog shadow:          [#444444, ]                   [#444444, ]
    # dialog:                 [DarkSlateGrey, White]        [DimGrey, White]
    # dialog-entry:           [White, Black]                [White, Black]
    # dialog-output:          [DarkSlateGrey, Lime]         [DimGrey, Lime]
    # dialog.body label:      [, White]                     [, White]
    # dialog.body:            [DarkSlateGrey, White]        [DimGrey, White]
    # entry:                  [grey2, LightGoldenRodYellow] [Cornsilk, LightGoldenRodYellow]
    # frame.label:            [DarkSlateGrey, White]        [DimGrey, White]
    # menu:                   [DarkSlateGrey, White]        [DimGrey, White]
    # menu-bar:               [grey1, White]                [grey1, White]
    # menu-bar.selected-item: [#ffffff, #000000]            [#ffffff, #000000]
    # menu.border:            [, #aaaaaa]                   [, #aaaaaa]
    # not-searching:          [, #222222]                   [, #777777]
    # query:                  [, Ivory]                     [, Black]
    # reply:                  [grey2, DeepSkyBlue]          [Cornsilk, DeepSkyBlue]
    # shadow:                 [#222222, ]                   [#222222, ]
    # status:                 [grey1, White]                [grey1, White]
    # status.key:             [, #ffaa00]                   [, #ffaa00]
    # status.position:        [, #aaaa00]                   [, #aaaa00]
    # text-area:              [grey2, Ivory]                [Cornsilk, Black]
    # window.border shadow:   [, #444444]                   [, #444444]
    # window.border:          [, #888888]                   [, #888888]
    #
    # Note that 'grey1' (#396060) and 'grey2' (#1d3030) are colors named
    # within etm itself. They are, respectively, one shade lighter and two
    # shades darker than DarkSlateGrey.
    #
    # Any of the style attributes above can be modified. E.g., with style
    # 'dark', the default for 'text-area' is [grey2, Ivory]. This entry
    #   window_colors:
    #       text-area: [Black, White]
    # would change the 'text-area' setting to 'Black' as the background color
    # and 'White' as the foreground color while leaving the other style settings
    # unchanged.
    #### end cfg.yaml ####

See Saved Queries for more information about queries that allow for replaceable parameters.

Note that in the 'dictionary' entries above, the components must be indented (using 2 spaces not tabs). E.g., the illustrative alert entry would be:

alerts:
    v: /usr/bin/say -v "Alex" "{summary}, {when}"

↺ contents

data storage {#data-storage}

All etm reminders are stored in the text file etm.json in your etm home directory using the wonderful TinyDB package. [Prior to etm 5.0.0, the data storage file was named db.json. The format and name changed slightly with that version.] This json file is human readable but not easily editable. When you start etm for the first time, this file will have no entries:

{
"items": {},
"archive": {}
}

To json this is a hash/dictionary with two keys: "items" and "archive". Both have empty hashes/dictionaries as values. Add a first reminder to take out the trash on Mondays

- trash @s 2019-12-21 @r w &w mo

at 10:26am on Dec 21, 2019 EST and the file would change to

{
"items": {
"1": {
"itemtype": "-",
"summary": "trash",
"s": "{D}:20191223",
"r": [
    {
    "r": "w",
    "w": [
    "{W}:MO"
    ]
    }
],
"created": "{T}:20191221T1526A"
}
},
"archive": {}
}

items now has a first item with key (unique identifier) "1". The value corresponding to this key is a hash with keys and values corresponding to the attributes of the reminder. Though these attributes are stored as strings, some actually represent non-string objects. How is this possible?

Consider the entry 2019-12-23 for @s. To etm this is a pendulum date object. When etm stores this record, TinyDB recognizes that this attribute is a pendulum date object and encodes/serializes it as the string "{D}:20191223". When etm retrieves this record from storage, TinyDB recognizes from the {D} that it is to be decoded and returned as a pendulum date object. All this is completely transparent - etm gives a date object to TinyDB which stores it as a string and when etm wants it back, TinyDB deserializes it and returns it as a date object.

As another example, When the reminder is created by etm the created timestamp is handed to TinyDB as an aware pendulum datetime object with US/Eastern as the timezone. TinyDB recognizes this and, because it is an aware datetime, first converts it to Universal time and then encodes/serializes it as "{T}:20191221T1526A". The {T} indicates that it is a datetime object and the appended A indicates that it is aware and thus has been converted to Universal time. When etm retrieves this record, TinyDB recognizes from the {T} and the A that this is an aware datetime object, decodes it as an aware datetime object and, because it is aware, converts it from Universal time to whatever the current local timezone happens to be before returning it. Had this been a naive datetime, an N would have been appended to the serialization and no conversion would have been done either way.

These date and datetime serializations are extensions of TinyDB provided by etm. Three further extensions are also provided: interval for pendulum duration objects using the tag {I}, weekday for dateutil weekday objects using the tag {W} and mask using the tag {M} for encoding/serializing etm strings in a masked or obfuscated manner.

↺ contents