TaskNotes AI Reporter

TaskNotes AI Reporter

Turn a set of tasks into an AI-written report note. Pick tasks from TaskNotes, choose a template, and let any OpenAI-compatible model write the report into a new note in your vault.

Weekly, monthly, and yearly are just ways to filter tasks. The plugin's job is to shape whatever set you pick into a report — the period is one input, not a label on the product.

Features

• Many ways to filter tasks — the week/month/year presets are just date-range shortcuts, not the product:
  • Date range — a calendar range plus This week / This month / This quarter / This year shortcuts, auto-filtered by the date fields you enable (completed / due / scheduled / created).
  • Title keyword — bare words matched against task titles.
  • Tag — #tag, with hierarchical matching (#work also matches work/…).
  • Context — @context, matched exactly.
  • Manually — add or remove tasks in the report list.
• Reusable templates with placeholders ({{tasks}}, {{completedTasks}}, {{count}}, {{range}}, {{today}}, …), or no template at all.
• Extra requirements — one-off instructions for a single report; not saved.
• Any OpenAI-compatible model — built-in presets for DeepSeek, Qwen, Kimi, and MiniMax, or a custom base URL.
• Secrets stay out of plugin data — API keys live in Obsidian's SecretStorage; the plugin stores only the secret's name.
• Never overwrites — every report is a new note.
• Bilingual UI (English / Chinese) with the report language set independently.

Requirements

• Obsidian 1.12.2 or newer.
• The TaskNotes plugin enabled. This plugin reads tasks through TaskNotes' runtime API and does not modify it.

Installation

From the community plugins directory

1. Open Settings → Community plugins → Browse.
2. Search for TaskNotes AI Reporter and install it.
3. Enable the plugin.

Manual

1. Build (or use the built artifacts):

   npm install
   npm run build
   

2. Copy main.js, manifest.json, and styles.css into <your vault>/.obsidian/plugins/tasknotes-aireporter/.

3. Enable TaskNotes AI Reporter in Settings → Community plugins.

Setup

Open Settings → Community plugins → TaskNotes AI Reporter:

1. Model provider — pick a preset (DeepSeek, Qwen, Kimi, MiniMax) or add a custom OpenAI-compatible provider with its base URL. For the API key, select an existing secret or create a new one; keys are kept in Obsidian's SecretStorage, not in the plugin's data.
2. Current model — choose the model used to generate reports.
3. Report output folder — where reports are written (default TaskNotes/Reports).
4. Date fields — which date fields participate in auto-filtering: completed, due, scheduled, created.
5. Report templates — add, edit, and delete templates; the editor lists the available placeholders.
6. Interface language and Report language — set independently, plus Monday as week start.

Usage

1. Click the ✨ ribbon icon or run Generate task report from the command palette.
2. Select tasks — By date or By title — or add them manually. The list shows exactly what will be reported.
3. Optionally pick a template and fill in extra requirements.
4. Click Generate report; it is saved as a new note in the report folder.

Network use

This plugin talks only to the OpenAI-compatible endpoint(s) you configure (built-in presets such as DeepSeek, Qwen, Kimi, MiniMax, or a custom base URL). It sends the selected task data and the generated prompt to that endpoint to produce the report, and fetches the model list from it. No data is sent anywhere else, and the plugin collects no telemetry.

API keys are stored in Obsidian's SecretStorage; the plugin's own data.json stores only the secret's name.

Development

npm install        # install dependencies
npm run dev        # watch build
npm run build      # production build (with type checking)
npm run deploy     # build, then copy the artifacts into your local test vault
npm run lint       # ESLint (fails on warnings)
npm run typecheck  # tsc -noEmit
npm test           # run unit tests

npm run deploy copies main.js / manifest.json / styles.css into the vault's plugin folder (never data.json). It finds your vault via $OBSIDIAN_VAULT, or the open vault in Obsidian's obsidian.json.

Pure logic (date ranges, task filtering, filenames, prompts) lives in src/core/ and is covered by unit tests. Reading tasks sits behind a TaskRepository seam (list / details / statuses), with the TaskNotes adapter under src/tasks/.

中文说明

把选中的任务变成一份 AI 报告笔记：任务来自 TaskNotes，选好任务与模板，用任意 OpenAI 兼容模型生成报告并写入 vault 新笔记。

周报 / 月报 / 年报只是筛选任务的方式之一——插件的核心动作是把选中的任务集合塑造成一份报告，周期只是一个输入，不是产物的标签。

• 多种筛选任务方式——周 / 月 / 年只是日期区间的快捷方式，不是产品本身：
  • 按日期：日历区间 + 本周 / 本月 / 本季度 / 本年快捷方式，并按所选日期口径（完成 / 到期 / 计划 / 创建）自动筛选；
  • 按标题关键字：裸词匹配任务标题；
  • 按标签：#标签，支持层级前缀匹配（#work 也命中 work/…）；
  • 按上下文：@上下文，精确匹配；
  • 手动：在报告列表中增删任务。
• 模板支持占位符（{{tasks}}、{{completedTasks}}、{{count}}、{{range}}、{{today}} 等），也可不选模板。
• 附加要求：只作用于本次报告，不保存。
• 密钥保存在 Obsidian 的 SecretStorage 中（设置里只存密钥名），不在插件数据文件中明文保存。
• 每份报告写入新笔记，不覆盖已有笔记。
• 界面语言与报告语言相互独立，另有「周一为一周起点」开关。

网络用途：插件只会访问你自己配置的 OpenAI 兼容端点（内置 DeepSeek、通义千问、Kimi、MiniMax 预设，或自定义 Base URL），把所选任务数据与提示词发送过去以生成报告，并从该端点拉取模型列表；不会发送到其它地方，也不收集任何遥测。

安装：在「设置 → 第三方插件 → 浏览」中搜索 TaskNotes AI Reporter 安装并启用，并启用 TaskNotes 插件。