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docs: improve documentation for plugin authors #4272

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merged 12 commits into from
Mar 1, 2018

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jlengstorf
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@jlengstorf jlengstorf commented Feb 27, 2018

Opening a PR early to allow feedback early and often.

Goals for this PR:

  • Link to plugin docs from the "how to contribute" page
  • Link to API spec from the "how to contribute" page
  • Add a "Plugin authoring" page to the "Guides" section of the docs
  • Move local plugin info from core concepts to plugin authoring
  • Add link to core concepts plugin page to plugin authoring
  • Add naming convention docs to authoring page
  • Add a list of all files Gatsby looks for in a plugin (e.g. gatsby-node.js) to the authoring page
    - [ ] Add a boilerplate README for a Gatsby plugin to the authoring page (this was moved to [docs] Add template for plugin READMEs #4284)

re #4266

- Link to plugin docs
- Link to API spec

re gatsbyjs#4266
@jlengstorf jlengstorf added the type: documentation An issue or pull request for improving or updating Gatsby's documentation label Feb 27, 2018
@ghost ghost assigned jlengstorf Feb 27, 2018
@ghost ghost added the review label Feb 27, 2018
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Deploy preview for gatsbygram ready!

Built with commit ce9b870

https://deploy-preview-4272--gatsbygram.netlify.com

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gatsbybot commented Feb 27, 2018

Deploy preview for gatsbygram ready!

Built with commit bab8c3d

https://deploy-preview-4272--gatsbygram.netlify.com

- removes local plugin docs
- adds link to plugin authoring (where local plugin docs were moved)

re gatsbyjs#4266
- add naming convention explanations and examples
- add core plugin concepts as bullet points
- add list of files Gatsby tries to find in a plugin
- explain local plugin development

re gatsbyjs#4266
@shannonbux
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Super awesome stuff. @benjaminhoffman looks like Jason has got a great "how to build a plugin" guide here, so since you mentioned wanting to write something like this, maybe you'd like to hop in here and see what you think. Perhaps you could try these instructions and then offer feedback on how they work out for you?? What they are doing well and what they're missing!

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benjaminhoffman commented Feb 28, 2018

I like this. Definitely heading in the right direction. I'm still learning about how to build a plugin but so far, the PR looks great to me!

installed from NPM.

At a minimum, each plugin requires a package.json file, but the minimum content is just an
empty object `{}`. The `name` and `version` fields are read from the package
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The first sentence mentions that "the minimum content is just an empty object". The following sentence then explains what is read from package.json. I find this a little confusing—first it's "okay to be empty", but then "things are read" only fully makes sense to me after advancing to the following paragraphs. I think an addition to the second sentence would help (me ;-)), but I'm not sure if the following is the best way to go:

If present, the name and version fields are read from the package file.

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Good point — let me add what the default values are.

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jlengstorf commented Feb 28, 2018

Adding a reference to #4244 so anyone who finds that via Google can make their way to this PR and the relevant documentation.

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This looks great! I've added some thoughts - feel free to use or ignore as you see fit. 😄


- Every Gatsby plugin is a standalone npm package
- At minimum, a `package.json` is required
- Plugins can be used locally (see [local plugins](#local-plugins) below) or published to npm as packages
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Does this concept conflict with the first concept "Every Gatsby plugin is a standalone npm package"?

Maybe the first concept could be something like "A Gatsby plugin is a set of files that can modify Gatsby's behaviour"?

- **`gatsby-source-*`** — a source plugin loads data from a given source (e.g. WordPress, MongoDB, the file system). Use this plugin type if you are connecting a new source of data to Gatsby.
- Example: `gatsby-source-contentful`
- **`gatsby-transformer-*`** — a transformer plugin converts data from one format to another (e.g. CSV to JSON). Use this naming convention
- Example: `gatsby-transformer-yaml`
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Is it possible to add a bit more info on when you'd create a transformer vs a source plugin? Maybe this isn't the right place to write about that, but it's something that's a bit of a grey area to me.


- `package.json` — [required] used to find the `name` and `version` fields (both optional)
- this can be an empty object (`{}`) for local plugins
- `gatsby-browser.js` — usage details are in the [browser API reference](/docs/browser-apis/)
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Is it worth being explicit that these three files are optional? Similar to the [required] note on package.json

└── package.json
```

**NOTE:** You still need to add the plugin to your `gatsby-config.js` like for plugins
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like reads a bit strangely to me. Would any of the following work better? the same as, similarly to, as you would, or something else?

- Add link to “create a source plugin” docs
- Clarify optional vs. required files
- Clarify how `package.json` works and what default values are
- Clean up local plugin `gatsby-config.js` note
- Remove duplicate explanation of `package.json`

re gatsbyjs#4266
- Clarify that plugins can run as npm packages or local files

re gatsbyjs#4266
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@m-allanson Addressed your comments — thanks for those!

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I'm thinking we should move the README boilerplate to its own issue and look at getting this PR merged as-is (or with whatever edits have yet to come in).

@shannonbux @benjaminhoffman @m-allanson @fk @KyleAMathews Any opposition to splitting off the README?

@jlengstorf jlengstorf changed the title [WIP] docs: improve documentation for plugin authors docs: improve documentation for plugin authors Feb 28, 2018
@ghost ghost assigned m-allanson Feb 28, 2018
@@ -6,7 +6,7 @@ Creating custom plugins in Gatsby is a breeze with our straightforward authoring

## Core Concepts

- Each Gatsby plugin can installed as an npm package or as a [local plugin](#local-plugins)
- Each Gatsby plugin can be installed as an npm package or as a [local plugin](#local-plugins)
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🤦‍♂️ Thanks!

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This is fantastic! Creating plugins is something every site should do and this is a great start to making that doable for folks.

title: Plugin Authoring
---

Creating custom plugins in Gatsby is a breeze with our straightforward authoring process.
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We've been following @robwierzbowski's suggestion to avoid indicating something is "easy" as that can intimidate newer developers for whom everything is complicated

#3159

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Agreed. Another way to word this could be:

The Gatsby API is open and flexible and the number of plugins created by community members is growing. Follow these steps to create a custom plugin in Gatsby.

I don't know if that is gobbledygook language since I'm not a programmer. The essence would be to emphasize how Gatsby is meant to be open to plugins. It was built to expect them. Or something like that. Just a tone that invites people to experiment and realize that there is a lot of potential for an awesome plugin ecosystem.

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Hey, thanks for remembering! My two cents:

Gatsby is designed to be extensible. One of the best ways to add functionality to Gatsby is through our plugin system. (maybe some examples of what is a good fit for a plugin...)

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Good call. I'm leaning toward @robwierzbowski's wording, and I'll work in some examples of good candidates for plugins.


## Core Concepts

- Each Gatsby plugin can be installed as an npm package or as a [local plugin](#local-plugins)
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Capitalize NPM

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Their official branding appears to keep it lowercase: https://www.npmjs.com/ 😕

## Core Concepts

- Each Gatsby plugin can be installed as an npm package or as a [local plugin](#local-plugins)
- At minimum, a `package.json` is required
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Remove "At minimum"


- Each Gatsby plugin can be installed as an npm package or as a [local plugin](#local-plugins)
- At minimum, a `package.json` is required
- A plugin has access to the the Gatsby [Node](/docs/node-apis/), [SSR](/docs/ssr-apis/), and [browser](/docs/browser-apis/) APIs
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I'd put it "Plugins implement Gatsby APIs for [Node]..."

- **`gatsby-source-*`** — a source plugin loads data from a given source (e.g. WordPress, MongoDB, the file system). Use this plugin type if you are connecting a new source of data to Gatsby.
- Example: `gatsby-source-contentful`
- Docs: [create a source plugin](/docs/create-source-plugin/)
- **`gatsby-transformer-*`** — a transformer plugin converts data from one format to another (e.g. CSV to JSON). Use this naming convention
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"A transformer plugin converts data from one format into JavaScript objects"

I can't think of any reason why a transformer plugin wouldn't ever transform data directly into JavaScript objects. It could happen but it's unlikely.

- **`gatsby-transformer-*`** — a transformer plugin converts data from one format to another (e.g. CSV to JSON). Use this naming convention
- Example: `gatsby-transformer-yaml`
- **`gatsby-[plugin-name]-*`** — if a plugin is a plugin for another plugin 😅, it should be prefixed with the name of the plugin it extends (e.g. if it adds emoji to the output of `gatsby-transformer-remark`, call it `gatsby-remark-add-emoji`). Use this naming convention whenever your plugin will be included as a plugin in the `options` object of another plugin.
- Example: `gatsby-remark-images`
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The examples should link to their package page.

to your specific use-case, a locally defined plugin is more convenient than
having to create an NPM package for it.

You can place the code in the `plugins` folder in the root of your project like
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remove "can"

## Local plugins

When you want to work on a new plugin, or maybe write one that is only relevant
to your specific use-case, a locally defined plugin is more convenient than
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*because a locally defined

having to create an NPM package for it.

You can place the code in the `plugins` folder in the root of your project like
this:
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hey hey! Nice use of a full sentence before a colon. I'm not a grammar tight wad (hopefully) but did find it interesting to learn last year that I had been using colons ineffectively for years. They are most effective after full sentences and hardly anyone does that

```

**NOTE:** You still need to add the plugin to your `gatsby-config.js` like for plugins
installed from NPM.
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*like you would for plugins

version. This way the cache is automatically flushed when you change the code of
your plugin.

If the name is empty it is inferred from the plugin folder name.
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*empty,

- Example: `gatsby-source-contentful`
- **`gatsby-transformer-*`** — a transformer plugin converts data from one format to another (e.g. CSV to JSON). Use this naming convention
- Example: `gatsby-transformer-yaml`
- **`gatsby-[plugin-name]-*`** — if a plugin is a plugin for another plugin 😅, it should be prefixed with the name of the plugin it extends (e.g. if it adds emoji to the output of `gatsby-transformer-remark`, call it `gatsby-remark-add-emoji`). Use this naming convention whenever your plugin will be included as a plugin in the `options` object of another plugin.
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I'm guessing plugin creators will get this, and possibly I'm just the one who is confused. Because it sounds like if you just keep adding something to the end of all applicable prefixes, wouldn't it be gatsby-transformer-remark-add-emoji? I mean, that's insanely long, but these instructions would have made me think that was correct without the helpful example. Does that make sense?

title: Plugin Authoring
---

Creating custom plugins in Gatsby is a breeze with our straightforward authoring process.
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Agreed. Another way to word this could be:

The Gatsby API is open and flexible and the number of plugins created by community members is growing. Follow these steps to create a custom plugin in Gatsby.

I don't know if that is gobbledygook language since I'm not a programmer. The essence would be to emphasize how Gatsby is meant to be open to plugins. It was built to expect them. Or something like that. Just a tone that invites people to experiment and realize that there is a lot of potential for an awesome plugin ecosystem.

@@ -40,41 +40,9 @@ Plugins can take options. Note that plugin options will be stringified by Gatsby
See each plugin page below for more detailed
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just for less redundancy, perhaps: "see the links below for instructions on how to use each plugin"

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Love the attention to docs here! You're the best 🙏🏼🙌🏼

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shannonbux commented Feb 28, 2018 via email

- remove reference to plugins being “easy”
- build off @robwierzbowski’s wording
- add examples of what plugins can do

re gatsbyjs#4266
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shannonbux commented Feb 28, 2018 via email

- update wording per @KyleAMathews feedback
- clarify transformer description
- link to example plugins
- fix grammar mistakes

re gatsbyjs#4266
@jlengstorf
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@shannonbux @KyleAMathews Addressed your feedback and pushed up changes. Let me know if you see anything else!

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Couple other small needed tweaks I found


## Core Concepts

- Each Gatsby plugin can be installed as an npm package or as a [local plugin](#local-plugins)
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How about "Each Gatsby plugin an be created as an NPM package or as a..."

It seems odd to say you're "installing" a local plugin which you'd rarely do.


**NOTE:** You still need to add the plugin to your `gatsby-config.js`. There is no auto-detection of local plugins.

Like all `gatsby-*` files, the code is not being processed by Babel. If you want
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*is not processed

Kill "being"

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All set, @KyleAMathews!

@ghost ghost assigned KyleAMathews Mar 1, 2018
@KyleAMathews KyleAMathews merged commit a5c0871 into gatsbyjs:master Mar 1, 2018
@ghost ghost removed the review label Mar 1, 2018
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Nicely done, thanks!

@jlengstorf jlengstorf deleted the docs/plugin-authoring branch March 1, 2018 00:49
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shannonbux commented Mar 1, 2018 via email

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