Coach AI

Instructions

Implementation Reference

• src/coach_ai/daily_notes.py:560-601 (handler)

  The core implementation of the sync_daily_note logic which interacts with the Obsidian vault and the database to update task statuses.

  async def sync_daily_note(date_str: str = None) -> str:
      """Sync completed tasks from Obsidian daily note to database.
  
      NEW TOOL - Bidirectional sync:
      Reads markdown checkboxes from daily note and marks matching
      todos as complete in the database.
  
      Args:
          date_str: Optional date in YYYY-MM-DD format (defaults to today)
  
      Returns:
          Summary of synced tasks
      """
      vault = get_vault()
      if not vault:
          return "❌ Obsidian vault not configured."
  
      if date_str:
          try:
              target_date = datetime.strptime(date_str, "%Y-%m-%d").date()
          except ValueError:
              return f"❌ Invalid date format: {date_str}"
      else:
          target_date = date.today()
  
      db = await get_db()
  
      sync_result = await _sync_completed_tasks(vault, target_date, db)
  
      result = f"📝 Synced daily note for {target_date.strftime('%Y-%m-%d')}\n\n"
  
      if sync_result["completed_count"] > 0:
          result += f"✅ Marked {sync_result['completed_count']} tasks complete:\n"
          for task in sync_result["completed_tasks"]:
              result += f"   - {task}\n"
      else:
          result += "No new completed tasks found.\n"
  
      if sync_result["warnings"]:
          result += f"\n⚠️  {len(sync_result['warnings'])} checkboxes couldn't be matched to todos\n"
  
      return result

• src/coach_ai/server.py:661-679 (registration)

  MCP tool registration for sync_daily_note which delegates execution to the daily_notes module.

  @mcp.tool()
  async def sync_daily_note(date_str: str = None) -> str:
      """Sync completed tasks from Obsidian daily note to database.
  
      NEW TOOL - Bidirectional sync:
      Reads markdown checkboxes (- [x]) from your daily note and automatically
      marks matching todos as complete in the database. Uses fuzzy matching to
      handle partial text matches.
  
      This enables an Obsidian-first workflow: work in your daily note, check
      off tasks there, then sync back to Coach AI's database.
  
      Args:
          date_str: Optional date in YYYY-MM-DD format (defaults to today)
  
      Returns:
          Summary of tasks synced and any warnings about unmatched checkboxes
      """
      return await daily_notes.sync_daily_note(date_str)

• src/coach_ai/daily_notes.py:604-655 (helper)

  Internal helper _sync_completed_tasks that performs the actual database operations and fuzzy matching for the sync.

  async def _sync_completed_tasks(
      vault: ObsidianVault, target_date: date, db: aiosqlite.Connection
  ) -> dict:
      """Internal helper to sync completed tasks from daily note.
  
      Returns:
          Dict with completed_count, completed_tasks list, and warnings
      """
      note_data = vault.read_daily_note(datetime.combine(target_date, datetime.min.time()))
  
      if not note_data:
          return {"completed_count": 0, "completed_tasks": [], "warnings": []}
  
      completed_checkboxes = [
          task for task in note_data.get("tasks", []) if task.get("completed")
      ]
  
      if not completed_checkboxes:
          return {"completed_count": 0, "completed_tasks": [], "warnings": []}
  
      # Get all active todos from database
      cursor = await db.execute(
          "SELECT id, title FROM todos WHERE status = 'active'"
      )
      active_todos = {row["id"]: row["title"] for row in await cursor.fetchall()}
  
      completed_tasks = []
      warnings = []
  
      for checkbox in completed_checkboxes:
          checkbox_text = checkbox["text"]
  
          # Try to match checkbox to a todo
          matched_id = _fuzzy_match_task(checkbox_text, active_todos)
  
          if matched_id:
              # Mark as complete
              await db.execute(
                  "UPDATE todos SET status = 'completed', completed_at = ? WHERE id = ?",
                  (datetime.now().isoformat(), matched_id),
              )
              completed_tasks.append(active_todos[matched_id])
          else:
              warnings.append(checkbox_text)
  
      await db.commit()
  
      return {
          "completed_count": len(completed_tasks),
          "completed_tasks": completed_tasks,
          "warnings": warnings,
      }