kmalcaba/Birthday Callouts in Daily Notes.md

## Birthday Callouts in Daily Notes.md

      
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              Birthday Callouts in Daily Notes.md
            
          
    Birthday Callouts in Daily Notes

Description

Automatically insert birthday callouts for people's birthdays in your daily notes:

Edited 19/09/2022: Changed the alias part to use the updated structure (removed values)
Prerequisites

Make sure you have the following plugins installed and enabled:

Daily Notes
Templater
Admonition → for creating a custom callout
Dataview → enable JavaScript queries

Set up


Create a custom callout in the Admonition plugin settings:

Create notes for each person's birthday with the file name as the person's full name
In the YAML frontmatter, put the following:
---
birthday: YYYY-MM-DD
alias: [Nickname 1, Nickname 2, and so on]
---


Feel free to add more info in your notes about the person, but only the above two is required. I use aliases so that nicknames will be shown instead of their full names. You can change it to display the file name instead by changing a variable value (step 6).
Create a template note in the folder location Templater uses and insert the following code (scroll down to the next file in the gist). This is slightly modified from DataviewJS Snippet Showcase - #6 by Moonbase59 - Share & showcase - Obsidian Forum
Set isAlias to false if you would like to use the file name instead of the alias.
Change variable dir to the value of your CRM directory. Format: '"insert/directory/here"' (double quotes surrounded by single quotes).
Insert the above template note in your Daily Notes template, like so:
<%-tp.file.include("[[Birthday template]]")%>

Again, don't forget the double quotes.
Create a daily note. If a person in your CRM has a birthday, a callout should be generated, linking to that person's note.


## Birthday template.md

      
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              Birthday template.md
            
          
    <%*
const title = tp.file.title;
const start = moment(title.toString());
const dir = '"20 Personal/26 CRM"';
const dv = app.plugins.plugins.dataview.api;
const isAlias = false;
function nextBirthday(birthday) {
var bday = moment(birthday.toString());
var bdayNext = moment(bday).year(start.year());
if (bdayNext.isBefore(start, 'day')) {
bdayNext.add(1, "year");
}
return bdayNext;
}
function showBirthday(birthday) {
if (birthday) {
const bday = moment(birthday.toString());
const bdayNext = nextBirthday(birthday);
if (moment(bdayNext).isSame(start)) {
return true;
} else {
return false;
}
} else {
return false;
}
}
function sortByNextBirthday(a, b) {
if (nextBirthday(a).isBefore(nextBirthday(b))) {
return -1;
}
if (nextBirthday(a).isAfter(nextBirthday(b))) {
return 1;
}
// they’re equal
return 0;
}
const people = dv.pages(dir).where(p => showBirthday(p.birthday)).sort(p => p.birthday, 'asc', sortByNextBirthday).values;
console.log(people);
// if a birthday exists on the day
if (people.length >= 1) {
let content = \n> [!bday]\n> ;
for (let i = 0; i < people.length; i++) {
const person = people[i];
if (isAlias) { //use alias
const alias = person.alias ? (Array.isArray(person.alias) ? person.alias[0] : person.alias) : person.file.name;
content += [[${person.file.name}|${alias}]];
} else { //use file name
const name = person.file.name;
content += [[${person.file.name}]];
}
//if multiple people have birthdays, insert a comma
if (i != people.length - 1) {
content += , ;
}
}
tR += content;
}
%>