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mkdocs/docs/dev-guide/plugins.md
2023-11-11 16:07:25 +01:00

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# MkDocs Plugins
A Guide to installing, using and creating MkDocs Plugins
---
## Installing Plugins
Before a plugin can be used, it must be installed on the system. If you are
using a plugin which comes with MkDocs, then it was installed when you installed
MkDocs. However, to install third party plugins, you need to determine the
appropriate package name and install it using `pip`:
```bash
pip install mkdocs-foo-plugin
```
Once a plugin has been successfully installed, it is ready to use. It just needs
to be [enabled](#using-plugins) in the configuration file. The [Catalog]
repository has a large ranked list of plugins that you can install and use.
## Using Plugins
The [`plugins`][config] configuration option should contain a list of plugins to
use when building the site. Each "plugin" must be a string name assigned to the
plugin (see the documentation for a given plugin to determine its "name"). A
plugin listed here must already be [installed](#installing-plugins).
```yaml
plugins:
- search
```
Some plugins may provide configuration options of their own. If you would like
to set any configuration options, then you can nest a key/value mapping
(`option_name: option value`) of any options that a given plugin supports. Note
that a colon (`:`) must follow the plugin name and then on a new line the option
name and value must be indented and separated by a colon. If you would like to
define multiple options for a single plugin, each option must be defined on a
separate line.
```yaml
plugins:
- search:
lang: en
foo: bar
```
For information regarding the configuration options available for a given plugin,
see that plugin's documentation.
For a list of default plugins and how to override them, see the
[configuration][config] documentation.
## Developing Plugins
Like MkDocs, plugins must be written in Python. It is generally expected that
each plugin would be distributed as a separate Python module, although it is
possible to define multiple plugins in the same module. At a minimum, a MkDocs
Plugin must consist of a [BasePlugin] subclass and an [entry point] which
points to it.
### BasePlugin
A subclass of `mkdocs.plugins.BasePlugin` should define the behavior of the plugin.
The class generally consists of actions to perform on specific events in the build
process as well as a configuration scheme for the plugin.
All `BasePlugin` subclasses contain the following attributes:
#### config_scheme
A tuple of configuration validation instances. Each item must consist of a
two item tuple in which the first item is the string name of the
configuration option and the second item is an instance of
`mkdocs.config.config_options.BaseConfigOption` or any of its subclasses.
For example, the following `config_scheme` defines three configuration options: `foo`, which accepts a string; `bar`, which accepts an integer; and `baz`, which accepts a boolean value.
```python
class MyPlugin(mkdocs.plugins.BasePlugin):
config_scheme = (
('foo', mkdocs.config.config_options.Type(str, default='a default value')),
('bar', mkdocs.config.config_options.Type(int, default=0)),
('baz', mkdocs.config.config_options.Type(bool, default=True))
)
```
> NEW: **New in version 1.4.**
>
> ##### Subclassing `Config` to specify the config schema
>
> To get type safety benefits, if you're targeting only MkDocs 1.4+, define the config schema as a class instead:
>
> ```python
> class MyPluginConfig(mkdocs.config.base.Config):
> foo = mkdocs.config.config_options.Type(str, default='a default value')
> bar = mkdocs.config.config_options.Type(int, default=0)
> baz = mkdocs.config.config_options.Type(bool, default=True)
>
> class MyPlugin(mkdocs.plugins.BasePlugin[MyPluginConfig]):
> ...
> ```
##### Examples of config definitions
>! EXAMPLE:
>
> ```python
> from mkdocs.config import base, config_options as c
>
> class _ValidationOptions(base.Config):
> enabled = c.Type(bool, default=True)
> verbose = c.Type(bool, default=False)
> skip_checks = c.ListOfItems(c.Choice(('foo', 'bar', 'baz')), default=[])
>
> class MyPluginConfig(base.Config):
> definition_file = c.File(exists=True) # required
> checksum_file = c.Optional(c.File(exists=True)) # can be None but must exist if specified
> validation = c.SubConfig(_ValidationOptions)
> ```
>
> From the user's point of view `SubConfig` is similar to `Type(dict)`, it's just that it also retains full ability for validation: you define all valid keys and what each value should adhere to.
>
> And `ListOfItems` is similar to `Type(list)`, but again, we define the constraint that each value must adhere to.
>
> This accepts a config as follows:
>
> ```yaml
> my_plugin:
> definition_file: configs/test.ini # relative to mkdocs.yml
> validation:
> enabled: !ENV [CI, false]
> verbose: true
> skip_checks:
> - foo
> - baz
> ```
<!-- -->
>? EXAMPLE:
>
> ```python
> import numbers
> from mkdocs.config import base, config_options as c
>
> class _Rectangle(base.Config):
> width = c.Type(numbers.Real) # required
> height = c.Type(numbers.Real) # required
>
> class MyPluginConfig(base.Config):
> add_rectangles = c.ListOfItems(c.SubConfig(_Rectangle)) # required
> ```
>
> In this example we define a list of complex items, and that's achieved by passing a concrete `SubConfig` to `ListOfItems`.
>
> This accepts a config as follows:
>
> ```yaml
> my_plugin:
> add_rectangles:
> - width: 5
> height: 7
> - width: 12
> height: 2
> ```
When the user's configuration is loaded, the above scheme will be used to
validate the configuration and fill in any defaults for settings not
provided by the user. The validation classes may be any of the classes
provided in `mkdocs.config.config_options` or a third party subclass defined
in the plugin.
Any settings provided by the user which fail validation or are not defined
in the `config_scheme` will raise a `mkdocs.config.base.ValidationError`.
#### config
A dictionary of configuration options for the plugin, which is populated by
the `load_config` method after configuration validation has completed. Use
this attribute to access options provided by the user.
```python
def on_pre_build(self, config, **kwargs):
if self.config['baz']:
# implement "baz" functionality here...
```
> NEW: **New in version 1.4.**
>
> ##### Safe attribute-based access
>
> To get type safety benefits, if you're targeting only MkDocs 1.4+, access options as attributes instead:
>
> ```python
> def on_pre_build(self, config, **kwargs):
> if self.config.baz:
> print(self.config.bar ** 2) # OK, `int ** 2` is valid.
> ```
All `BasePlugin` subclasses contain the following method(s):
#### load_config(options)
Loads configuration from a dictionary of options. Returns a tuple of
`(errors, warnings)`. This method is called by MkDocs during configuration
validation and should not need to be called by the plugin.
#### on_&lt;event_name&gt;()
Optional methods which define the behavior for specific [events]. The plugin
should define its behavior within these methods. Replace `<event_name>` with
the actual name of the event. For example, the `pre_build` event would be
defined in the `on_pre_build` method.
Most events accept one positional argument and various keyword arguments. It
is generally expected that the positional argument would be modified (or
replaced) by the plugin and returned. If nothing is returned (the method
returns `None`), then the original, unmodified object is used. The keyword
arguments are simply provided to give context and/or supply data which may
be used to determine how the positional argument should be modified. It is
good practice to accept keyword arguments as `**kwargs`. In the event that
additional keywords are provided to an event in a future version of MkDocs,
there will be no need to alter your plugin.
For example, the following event would add an additional static_template to
the theme config:
```python
class MyPlugin(BasePlugin):
def on_config(self, config, **kwargs):
config['theme'].static_templates.add('my_template.html')
return config
```
> NEW: **New in version 1.4.**
>
> To get type safety benefits, if you're targeting only MkDocs 1.4+, access config options as attributes instead:
>
> ```python
> def on_config(self, config: MkDocsConfig):
> config.theme.static_templates.add('my_template.html')
> return config
> ```
### Events
There are three kinds of events: [Global Events], [Page Events] and
[Template Events].
<details class="card">
<summary>
See a diagram with relations between all the plugin events
</summary>
<div class="card-body">
<ul>
<li>The events themselves are shown in yellow, with their parameters.
<li>Arrows show the flow of arguments and outputs of each event.
Sometimes they're omitted.
<li>The events are chronologically ordered from top to bottom.
<li>Dotted lines appear at splits from global events to per-page events.
<li>Click the events' titles to jump to their description.
</ul>
--8<-- "docs/img/plugin-events.svg"
</div>
</details>
<br>
#### One-time Events
One-time events run once per `mkdocs` invocation. The only case where these tangibly differ from [global events](#global-events) is for `mkdocs serve`: global events, unlike these, will run multiple times -- once per *build*.
##### on_startup
::: mkdocs.plugins.BasePlugin.on_startup
options:
show_root_heading: false
show_root_toc_entry: false
##### on_shutdown
::: mkdocs.plugins.BasePlugin.on_shutdown
options:
show_root_heading: false
show_root_toc_entry: false
##### on_serve
::: mkdocs.plugins.BasePlugin.on_serve
options:
show_root_heading: false
show_root_toc_entry: false
#### Global Events
Global events are called once per build at either the beginning or end of the
build process. Any changes made in these events will have a global effect on the
entire site.
##### on_config
::: mkdocs.plugins.BasePlugin.on_config
options:
show_root_heading: false
show_root_toc_entry: false
##### on_pre_build
::: mkdocs.plugins.BasePlugin.on_pre_build
options:
show_root_heading: false
show_root_toc_entry: false
##### on_files
::: mkdocs.plugins.BasePlugin.on_files
options:
show_root_heading: false
show_root_toc_entry: false
##### on_nav
::: mkdocs.plugins.BasePlugin.on_nav
options:
show_root_heading: false
show_root_toc_entry: false
##### on_env
::: mkdocs.plugins.BasePlugin.on_env
options:
show_root_heading: false
show_root_toc_entry: false
##### on_post_build
::: mkdocs.plugins.BasePlugin.on_post_build
options:
show_root_heading: false
show_root_toc_entry: false
##### on_build_error
::: mkdocs.plugins.BasePlugin.on_build_error
options:
show_root_heading: false
show_root_toc_entry: false
#### Template Events
Template events are called once for each non-page template. Each template event
will be called for each template defined in the [extra_templates] config setting
as well as any [static_templates] defined in the theme. All template events are
called after the [env] event and before any [page events].
##### on_pre_template
::: mkdocs.plugins.BasePlugin.on_pre_template
options:
show_root_heading: false
show_root_toc_entry: false
##### on_template_context
::: mkdocs.plugins.BasePlugin.on_template_context
options:
show_root_heading: false
show_root_toc_entry: false
##### on_post_template
::: mkdocs.plugins.BasePlugin.on_post_template
options:
show_root_heading: false
show_root_toc_entry: false
#### Page Events
Page events are called once for each Markdown page included in the site. All
page events are called after the [post_template] event and before the
[post_build] event.
##### on_pre_page
::: mkdocs.plugins.BasePlugin.on_pre_page
options:
show_root_heading: false
show_root_toc_entry: false
##### on_page_read_source
::: mkdocs.plugins.BasePlugin.on_page_read_source
options:
show_root_heading: false
show_root_toc_entry: false
##### on_page_markdown
::: mkdocs.plugins.BasePlugin.on_page_markdown
options:
show_root_heading: false
show_root_toc_entry: false
##### on_page_content
::: mkdocs.plugins.BasePlugin.on_page_content
options:
show_root_heading: false
show_root_toc_entry: false
##### on_page_context
::: mkdocs.plugins.BasePlugin.on_page_context
options:
show_root_heading: false
show_root_toc_entry: false
##### on_post_page
::: mkdocs.plugins.BasePlugin.on_post_page
options:
show_root_heading: false
show_root_toc_entry: false
### Event Priorities
For each event type, corresponding methods of plugins are called in the order that the plugins appear in the `plugins` [config][].
Since MkDocs 1.4, plugins can choose to set a priority value for their events. Events with higher priority are called first. Events without a chosen priority get a default of 0. Events that have the same priority are ordered as they appear in the config.
#### ::: mkdocs.plugins.event_priority
There may also arise a need to register a handler for the same event at multiple different priorities.
`CombinedEvent` makes this possible since MkDocs 1.6.
#### ::: mkdocs.plugins.CombinedEvent
### Handling Errors
MkDocs defines four error types:
#### ::: mkdocs.exceptions.MkDocsException
#### ::: mkdocs.exceptions.ConfigurationError
#### ::: mkdocs.exceptions.BuildError
#### ::: mkdocs.exceptions.PluginError
Unexpected and uncaught exceptions will interrupt the build process and produce
typical Python tracebacks, which are useful for debugging your code. However,
users generally find tracebacks overwhelming and often miss the helpful error
message. Therefore, MkDocs will catch any of the errors listed above, retrieve
the error message, and exit immediately with only the helpful message displayed
to the user.
Therefore, you might want to catch any exceptions within your plugin and raise a
`PluginError`, passing in your own custom-crafted message, so that the build
process is aborted with a helpful message.
The [on_build_error] event will be triggered for any exception.
For example:
```python
from mkdocs.exceptions import PluginError
from mkdocs.plugins import BasePlugin
class MyPlugin(BasePlugin):
def on_post_page(self, output, page, config, **kwargs):
try:
# some code that could throw a KeyError
...
except KeyError as error:
raise PluginError(f"Failed to find the item by key: '{error}'")
def on_build_error(self, error, **kwargs):
# some code to clean things up
...
```
### Logging in plugins
To ensure that your plugins' log messages adhere with MkDocs' formatting and `--verbose`/`--debug` flags, please write the logs to a logger under the `mkdocs.plugins.` namespace.
> EXAMPLE:
>
> ```python
> import logging
>
> log = logging.getLogger(f"mkdocs.plugins.{__name__}")
>
> log.warning("File '%s' not found. Breaks the build if --strict is passed", my_file_name)
> log.info("Shown normally")
> log.debug("Shown only with `--verbose`")
>
> if log.getEffectiveLevel() <= logging.DEBUG:
> log.debug("Very expensive calculation only for debugging: %s", get_my_diagnostics())
> ```
`log.error()` is another logging level that is differentiated by its look, but in all other ways it functions the same as `warning`, so it's strange to use it. If your plugin encounters an actual error, it is best to just interrupt the build by raising [`mkdocs.exceptions.PluginError`][] (which will also log an ERROR message).
<!-- -->
> NEW: New in MkDocs 1.5
>
> MkDocs now provides a `get_plugin_logger()` convenience function that returns a logger like the above that is also prefixed with the plugin's name.
>
> #### ::: mkdocs.plugins.get_plugin_logger
### Entry Point
Plugins need to be packaged as Python libraries (distributed on PyPI separate
from MkDocs) and each must register as a Plugin via a setuptools `entry_points`.
Add the following to your `setup.py` script:
```python
entry_points={
'mkdocs.plugins': [
'pluginname = path.to.some_plugin:SomePluginClass',
]
}
```
The `pluginname` would be the name used by users (in the config file) and
`path.to.some_plugin:SomePluginClass` would be the importable plugin itself
(`from path.to.some_plugin import SomePluginClass`) where `SomePluginClass` is a
subclass of [BasePlugin] which defines the plugin behavior. Naturally, multiple
Plugin classes could exist in the same module. Simply define each as a separate
entry point.
```python
entry_points={
'mkdocs.plugins': [
'featureA = path.to.my_plugins:PluginA',
'featureB = path.to.my_plugins:PluginB'
]
}
```
Note that registering a plugin does not activate it. The user still needs to
tell MkDocs to use it via the config.
### Publishing a Plugin
You should publish a package on [PyPI], then add it to the [Catalog] for discoverability. Plugins are strongly recommended to have a unique plugin name (entry point name) according to the catalog.
[BasePlugin]:#baseplugin
[config]: ../user-guide/configuration.md#plugins
[entry point]: #entry-point
[env]: #on_env
[events]: #events
[extra_templates]: ../user-guide/configuration.md#extra_templates
[Global Events]: #global-events
[Page Events]: #page-events
[post_build]: #on_post_build
[post_template]: #on_post_template
[static_templates]: ../user-guide/configuration.md#static_templates
[Template Events]: #template-events
[catalog]: https://github.com/mkdocs/catalog
[on_build_error]: #on_build_error
[PyPI]: https://pypi.org/