quartz/PLUGIN_MANAGEMENT_STRATEGY.md
saberzero1 3091793ba3
docs: add plugin management strategy and syncer v5 notes
Document the plugin management system design decisions and provide
implementation guidance for the Quartz Syncer v5 integration.
2026-02-22 23:43:14 +01:00

948 lines
35 KiB
Markdown

# Quartz v5 Plugin Management & Update System
## Design Principle
**Separate what the user configures from what upstream ships.** User customization lives in files that upstream never touches. This makes both plugin management and framework updates conflict-free by design.
---
## Table of Contents
- [Problem Statement](#problem-statement)
- [Architecture Overview](#architecture-overview)
- [File Ownership Model](#file-ownership-model)
- [quartz.config.yaml — The Source of Truth](#quartzconfigyaml--the-source-of-truth)
- [Plugin Manifest](#plugin-manifest)
- [Thin Template Files](#thin-template-files)
- [Plugin Ordering & Dependencies](#plugin-ordering--dependencies)
- [Layout System](#layout-system)
- [JSON Schema](#json-schema)
- [CLI Commands](#cli-commands)
- [Quartz Update Mechanism](#quartz-update-mechanism)
- [Quartz Syncer Integration](#quartz-syncer-integration)
- [Migration Path](#migration-path)
- [Implementation Plan](#implementation-plan)
---
## Problem Statement
### Current Pain Points
Users must manually edit multiple files to use a plugin:
1. **`quartz.config.ts``externalPlugins` array**: List of `"github:org/repo"` strings — declares _what_ to install
2. **`quartz.config.ts``plugins.transformers/filters/emitters/pageTypes` arrays**: Plugin factory calls with options — declares _how_ to use plugins
3. **`quartz.layout.ts`**: Layout configuration for component-providing plugins (Explorer, Graph, Search, etc.)
4. **`quartz.lock.json`**: Tracks installed versions/commits (managed by CLI)
Additionally:
- **No auto-enable**: `npx quartz plugin add` installs but the user must manually edit TypeScript files to activate.
- **No dependencies**: Plugins cannot declare that they need other plugins.
- **No ordering**: Plugin execution order is determined by manual array position.
- **Update = apply**: No way to check for available updates without also installing them.
- **TypeScript config**: `quartz.config.ts` and `quartz.layout.ts` are not safely machine-editable by external tools (Quartz Syncer).
- **Merge conflicts on update**: `npx quartz update` pulls upstream via git. Since `quartz.config.ts` and `quartz.layout.ts` are the primary files users edit, merge conflicts are frequent and frustrating.
---
## Architecture Overview
Introduce a machine-readable **`quartz.config.yaml`** as the single source of truth for all user configuration. The existing TypeScript files become thin, upstream-owned templates that read from this YAML file.
```
quartz-site/
├── quartz/ # Upstream framework code
├── quartz.config.ts # Upstream template — reads from YAML
├── quartz.layout.ts # Upstream template — reads from YAML
├── quartz.config.default.yaml # Upstream defaults (reference/seed file)
├── quartz.config.yaml # USER-OWNED — all user configuration
├── quartz.lock.json # CLI-managed — installed plugin versions
├── .quartz/plugins/ # CLI-managed — git clones of plugins
├── content/ # User content
└── package.json
```
---
## File Ownership Model
| File | Owner | Tracked by upstream? | User edits? | Updated by `npx quartz update`? |
| ---------------------------- | -------- | --------------------- | ------------------------- | ------------------------------- |
| `quartz/` | Upstream | Yes | No (power users only) | Yes |
| `quartz.config.ts` | Upstream | Yes | **No** — thin template | Yes |
| `quartz.layout.ts` | Upstream | Yes | **No** — thin template | Yes |
| `quartz.config.default.yaml` | Upstream | Yes | No — reference only | Yes |
| `quartz.config.yaml` | **User** | No (user's fork only) | **Yes** — source of truth | **Never** |
| `quartz.lock.json` | **CLI** | Yes (user's fork) | No | No |
| `.quartz/plugins/` | **CLI** | No (`.gitignore`d) | No | No |
| `content/` | **User** | Yes (user's fork) | Yes | No |
The key insight: **upstream never ships or modifies `quartz.config.yaml`**. It ships `quartz.config.default.yaml` as a seed/reference. On `npx quartz create`, the default is copied to `quartz.config.yaml`. On `npx quartz update`, only framework code and the default file are updated — the user's config is untouched.
This is analogous to the `.env.example` / `.env` pattern.
---
## quartz.config.yaml — The Source of Truth
This file contains all user configuration: site settings, plugin declarations, plugin options, layout positions, and ordering.
```yaml
# yaml-language-server: $schema=./quartz/plugins/quartz-plugins.schema.json
configuration:
pageTitle: My Quartz Site
pageTitleSuffix: ""
enableSPA: true
enablePopovers: true
analytics:
provider: plausible
locale: en-US
baseUrl: example.com
ignorePatterns:
- private
- templates
- .obsidian
defaultDateType: modified
theme:
fontOrigin: googleFonts
cdnCaching: true
typography:
header: Schibsted Grotesk
body: Source Sans Pro
code: IBM Plex Mono
colors:
lightMode:
light: "#faf8f8"
lightgray: "#e5e5e5"
gray: "#b8b8b8"
darkgray: "#4e4e4e"
dark: "#2b2b2b"
secondary: "#284b63"
tertiary: "#84a59d"
highlight: "rgba(143, 159, 169, 0.15)"
textHighlight: "#fff23688"
darkMode:
light: "#161618"
lightgray: "#393639"
gray: "#646464"
darkgray: "#d4d4d4"
dark: "#ebebec"
secondary: "#7b97aa"
tertiary: "#84a59d"
highlight: "rgba(143, 159, 169, 0.15)"
textHighlight: "#b3aa0288"
plugins:
- source: github:quartz-community/created-modified-date
enabled: true
options:
priority:
- frontmatter
- git
- filesystem
order: 10
- source: github:quartz-community/syntax-highlighting
enabled: true
options:
theme:
light: github-light
dark: github-dark
keepBackground: false
order: 20
- source: github:quartz-community/obsidian-flavored-markdown
enabled: true
options:
enableInHtmlEmbed: false
enableCheckbox: true
order: 30
- source: github:quartz-community/github-flavored-markdown
enabled: true
order: 40
- source: github:quartz-community/table-of-contents
enabled: true
order: 50
- source: github:quartz-community/crawl-links
enabled: true
options:
markdownLinkResolution: shortest
order: 60
- source: github:quartz-community/description
enabled: true
order: 70
- source: github:quartz-community/latex
enabled: true
options:
renderEngine: katex
order: 80
- source: github:quartz-community/remove-draft
enabled: true
- source: github:quartz-community/alias-redirects
enabled: true
- source: github:quartz-community/content-index
enabled: true
options:
enableSiteMap: true
enableRSS: true
- source: github:quartz-community/favicon
enabled: true
- source: github:quartz-community/og-image
enabled: true
- source: github:quartz-community/cname
enabled: true
- source: github:quartz-community/canvas-page
enabled: true
- source: github:quartz-community/content-page
enabled: true
- source: github:quartz-community/folder-page
enabled: true
- source: github:quartz-community/tag-page
enabled: true
- source: github:quartz-community/explorer
enabled: true
layout:
position: left
priority: 50
- source: github:quartz-community/graph
enabled: true
layout:
position: right
priority: 10
- source: github:quartz-community/search
enabled: true
layout:
position: left
priority: 20
group: toolbar
groupOptions:
grow: true
- source: github:quartz-community/backlinks
enabled: true
layout:
position: right
priority: 30
- source: github:quartz-community/article-title
enabled: true
layout:
position: beforeBody
priority: 10
- source: github:quartz-community/content-meta
enabled: true
layout:
position: beforeBody
priority: 20
- source: github:quartz-community/tag-list
enabled: true
layout:
position: beforeBody
priority: 30
- source: github:quartz-community/page-title
enabled: true
layout:
position: left
priority: 10
- source: github:quartz-community/darkmode
enabled: true
layout:
position: left
priority: 30
group: toolbar
- source: github:quartz-community/reader-mode
enabled: true
layout:
position: left
priority: 35
group: toolbar
- source: github:quartz-community/spacer
enabled: true
layout:
position: left
priority: 15
display: mobile-only
- source: github:quartz-community/breadcrumbs
enabled: true
layout:
position: beforeBody
priority: 5
condition: not-index
- source: github:quartz-community/comments
enabled: false
options:
provider: giscus
options: {}
layout:
position: afterBody
priority: 10
- source: github:quartz-community/footer
enabled: true
options:
links:
GitHub: https://github.com/jackyzha0/quartz
Discord Community: https://discord.gg/cRFFHYye7t
layout:
groups:
toolbar:
direction: row
gap: "0.5rem"
byPageType:
content: {}
folder:
exclude:
- reader-mode
positions:
right: []
tag:
exclude:
- reader-mode
positions:
right: []
"404":
positions:
beforeBody: []
left: []
right: []
canvas: {}
```
### Plugin Entry Fields
| Field | Required | Description |
| --------- | -------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `source` | Yes | Plugin source identifier (e.g., `"github:quartz-community/explorer"`) |
| `enabled` | Yes | Whether the plugin is active |
| `options` | No | Plugin-specific configuration (object, validated against plugin's `configSchema`) |
| `order` | No | Numeric execution order (lower = runs first). Primarily relevant for transformers. Defaults to the plugin's `defaultOrder` from its manifest, or `50` if unspecified. |
| `layout` | No | Layout configuration for component-providing plugins (see [Layout System](#layout-system)) |
---
## Plugin Manifest
Each plugin declares metadata in its `package.json` under a `quartz` field, or in a dedicated `quartz-plugin.json` file at the plugin root.
### Standard Plugin Manifest
```json
{
"quartz": {
"name": "obsidian-flavored-markdown",
"displayName": "Obsidian Flavored Markdown",
"category": "transformer",
"version": "1.0.0",
"quartzVersion": ">=5.0.0",
"dependencies": [],
"defaultOrder": 30,
"defaultEnabled": true,
"defaultOptions": {
"enableInHtmlEmbed": false,
"enableCheckbox": true
},
"configSchema": {
"type": "object",
"properties": {
"enableInHtmlEmbed": {
"type": "boolean",
"description": "Parse Obsidian-flavored markdown inside HTML embed tags",
"default": false
},
"enableCheckbox": {
"type": "boolean",
"description": "Enable interactive checkboxes with custom task characters",
"default": true
}
}
}
}
}
```
### Component-Providing Plugin Manifest
```json
{
"quartz": {
"name": "explorer",
"displayName": "Explorer",
"category": "emitter",
"version": "1.0.0",
"quartzVersion": ">=5.0.0",
"dependencies": [],
"defaultEnabled": true,
"defaultOptions": {},
"components": {
"Explorer": {
"displayName": "Explorer",
"description": "File tree navigator sidebar",
"defaultPosition": "left",
"defaultPriority": 50
}
},
"configSchema": {
"type": "object",
"properties": {}
}
}
}
```
### Manifest Fields
| Field | Required | Description |
| ---------------- | -------- | -------------------------------------------------------------------------------------- |
| `name` | Yes | Unique plugin identifier |
| `displayName` | Yes | Human-readable name |
| `category` | Yes | Plugin type: `"transformer"`, `"filter"`, `"emitter"`, or `"pageType"` |
| `version` | Yes | Semver version string |
| `quartzVersion` | No | Minimum compatible Quartz version (semver range) |
| `dependencies` | No | Array of plugin sources this plugin requires |
| `defaultOrder` | No | Default numeric execution order (0-100 convention). Defaults to `50`. |
| `defaultEnabled` | No | Whether the plugin is enabled by default on install. Defaults to `true`. |
| `defaultOptions` | No | Default options applied when no user options are specified |
| `configSchema` | No | JSON Schema for the plugin's `options` object. Used for validation and TUI generation. |
| `components` | No | Components provided by this plugin, with layout defaults |
---
## Thin Template Files
### quartz.config.ts
```typescript
import { loadQuartzConfig } from "./quartz/plugins/loader/config-loader"
// Configuration and plugins are loaded from quartz.config.yaml.
// Users should edit quartz.config.yaml instead of this file.
export default await loadQuartzConfig()
```
### quartz.layout.ts
```typescript
import { loadQuartzLayout } from "./quartz/plugins/loader/config-loader"
// Layout is assembled from plugin declarations in quartz.config.yaml.
// Users should edit quartz.config.yaml instead of this file.
export const layout = await loadQuartzLayout()
```
### What `loadQuartzConfig()` Does
1. Reads `quartz.config.yaml` (falls back to `quartz.plugins.json` for backward compatibility)
2. Resolves all plugin sources (git clone if not already installed)
3. Reads each plugin's manifest for category, dependencies, default options
4. Merges user options over plugin defaults
5. Validates dependencies and ordering (see [Plugin Ordering & Dependencies](#plugin-ordering--dependencies))
6. Instantiates plugin factories with resolved options
7. Assembles the `QuartzConfig` object
8. Returns the fully resolved config
### What `loadQuartzLayout()` Does
1. Reads `quartz.config.yaml` (falls back to `quartz.plugins.json` for backward compatibility)
2. Finds all enabled plugins with `layout` declarations
3. Groups components by `position` (`left`, `right`, `beforeBody`, `afterBody`)
4. Sorts within each position by `priority`
5. Applies display modifiers (`display`, `condition`)
6. Resolves `group` references into Flex wrappers
7. Applies `byPageType` overrides
8. Assembles the `FullPageLayout` object
9. Falls back to upstream defaults for structural positions (`head`, `header`, `footer`)
---
## Plugin Ordering & Dependencies
### Numeric Order
Plugins within each category are sorted by their `order` value (lower = runs first). The convention is 0-100, with the default being `50`.
```
order: 10 → CreatedModifiedDate (runs first among transformers)
order: 20 → SyntaxHighlighting
order: 30 → ObsidianFlavoredMarkdown
order: 40 → GitHubFlavoredMarkdown
order: 50 → TableOfContents (default order)
order: 60 → CrawlLinks
order: 70 → Description
order: 80 → Latex (runs last among transformers)
```
Order values only affect execution within the same plugin category (transformers sort independently from filters, etc.).
### Dependency Declaration
Plugins declare dependencies in their manifest:
```json
{
"quartz": {
"dependencies": ["github:quartz-community/crawl-links"]
}
}
```
### Dependency Validation
At config load time, the resolver performs the following checks:
1. **Missing dependency**: If plugin A depends on plugin B, but B is not installed → **error** with message: `Plugin "A" requires "B". Run: npx quartz plugin add B`
2. **Disabled dependency**: If plugin A depends on plugin B, but B has `"enabled": false`**warning**: `Plugin "A" depends on "B" which is disabled. "A" may not function correctly.`
3. **Order violation**: If plugin A depends on plugin B, but A has a _lower_ order than B (meaning A would run before its dependency) → **error**: `Plugin "A" (order: 20) depends on "B" (order: 50), but "A" is configured to run first. Either increase "A"'s order above 50 or decrease "B"'s order below 20.`
4. **Circular dependency**: If A depends on B and B depends on A → **error**: `Circular dependency detected: A → B → A`
These checks run at build time. The CLI also validates after `plugin add` / `plugin config` operations and reports issues immediately.
---
## Layout System
### Position-Based Component Placement
Each component-providing plugin can declare a `layout` field in `quartz.config.yaml`:
```yaml
- source: github:quartz-community/explorer
enabled: true
layout:
position: left
priority: 50
```
Available positions map to the `FullPageLayout` structure:
| Position | Description |
| ------------ | ---------------------- |
| `left` | Left sidebar |
| `right` | Right sidebar |
| `beforeBody` | Above the main content |
| `afterBody` | Below the main content |
The structural positions `head`, `header` (page-level header), and `footer` are handled by specific plugins (Head is built-in, Footer is a plugin with a dedicated role) and don't use the generic position system.
### Display Modifiers
Components can be restricted to specific viewport sizes:
```yaml
layout:
position: left
priority: 15
display: mobile-only
```
| Value | Effect |
| ----------------- | ----------------------------------------------------- |
| `"all"` (default) | Shown on all viewports |
| `"mobile-only"` | Only shown on mobile (adds `mobile-only` CSS class) |
| `"desktop-only"` | Only shown on desktop (adds `desktop-only` CSS class) |
At build time, the layout loader wraps components with `display` modifiers using the existing `MobileOnly` / `DesktopOnly` higher-order components.
### Conditional Rendering
Components can declare a condition for when they should render:
```yaml
- source: github:quartz-community/breadcrumbs
layout:
position: beforeBody
priority: 5
condition: not-index
```
Conditions are named presets that cover common use cases:
| Condition | Behavior |
| ----------------- | ------------------------------------------------ |
| `"not-index"` | Hidden on the site index page |
| `"has-tags"` | Only shown when the page has tags |
| `"has-backlinks"` | Only shown when the page has backlinks |
| `"has-toc"` | Only shown when the page has a table of contents |
At build time, the layout loader wraps components with conditions using the existing `ConditionalRender` higher-order component with the appropriate predicate function.
Plugins can declare additional named conditions in their manifest. The condition registry is extensible.
### Component Grouping (Flex)
Multiple components can be grouped into a flex container using the `group` field:
```yaml
- source: github:quartz-community/search
layout:
position: left
priority: 20
group: toolbar
groupOptions:
grow: true
```
Groups are configured in the top-level `layout.groups` section:
```yaml
layout:
groups:
toolbar:
direction: row
gap: "0.5rem"
```
All components sharing the same `group` name within the same `position` are collected and wrapped in a `Flex` component. The `groupOptions` on each component control its flex behavior within the group (`grow`, `shrink`, `basis`, `order`, `align`).
### Per-Page-Type Overrides
The default layout applies to all page types. Overrides for specific page types are declared in `layout.byPageType`:
```yaml
layout:
byPageType:
folder:
exclude:
- reader-mode
- table-of-contents
positions:
right: []
tag:
exclude:
- reader-mode
positions:
right: []
"404":
positions:
beforeBody: []
left: []
right: []
```
| Field | Description |
| ----------- | ------------------------------------------------------------------------------- |
| `exclude` | Array of plugin names to hide for this page type |
| `positions` | Override specific positions. An empty array `[]` clears that position entirely. |
---
## JSON Schema
The JSON Schema (`quartz-plugins.schema.json`) is **standardized for the structure** of `quartz.config.yaml` while **leaving room for plugin-specific configuration**.
### Schema Design
The schema defines:
- The shape of a plugin entry (`source`, `enabled`, `options`, `order`, `layout`)
- The shape of `configuration` (site settings, theme, analytics)
- The shape of `layout` (groups, byPageType overrides)
- Valid values for enums (`position`, `display`, `condition` presets)
The `options` field on each plugin entry is typed as `"type": "object"` with no additional constraints at the schema level. Individual plugins define their own options schema via `configSchema` in their manifest. Validation tooling can merge the base schema with plugin-specific schemas for full validation.
```json
{
"$schema": "https://json-schema.org/draft/2020-12/schema",
"type": "object",
"required": ["configuration", "plugins"],
"properties": {
"configuration": {
"type": "object",
"description": "Global site configuration",
"required": ["pageTitle", "enableSPA", "locale", "theme"],
"properties": {
"pageTitle": { "type": "string" },
"enableSPA": { "type": "boolean" },
"locale": { "type": "string" },
"theme": { "type": "object" }
}
},
"plugins": {
"type": "array",
"items": {
"type": "object",
"required": ["source", "enabled"],
"properties": {
"source": { "type": "string" },
"enabled": { "type": "boolean" },
"options": { "type": "object" },
"order": { "type": "number", "minimum": 0 },
"layout": {
"type": "object",
"properties": {
"position": { "enum": ["left", "right", "beforeBody", "afterBody"] },
"priority": { "type": "number" },
"display": { "enum": ["all", "mobile-only", "desktop-only"] },
"condition": { "type": "string" },
"group": { "type": "string" },
"groupOptions": { "type": "object" }
}
}
}
}
},
"layout": {
"type": "object",
"properties": {
"groups": { "type": "object" },
"byPageType": { "type": "object" }
}
}
}
}
```
This schema ships with Quartz (under `quartz/plugins/`). The YAML config file references the schema via a `# yaml-language-server: $schema=...` header comment, which provides editor autocompletion and validation when using a YAML language server (e.g., the Red Hat YAML extension in VS Code).
---
## CLI Commands
### Plugin Management
```
npx quartz plugin add <source> Install plugin and add to quartz.config.yaml
npx quartz plugin remove <name> Remove from quartz.config.yaml and uninstall
npx quartz plugin enable <name> Set enabled: true in quartz.config.yaml
npx quartz plugin disable <name> Set enabled: false in quartz.config.yaml
npx quartz plugin update [name] Fetch latest and rebuild (specific or all)
npx quartz plugin check Check for available updates without applying
npx quartz plugin list Show all plugins with status and version info
npx quartz plugin config <name> Show or edit plugin options
npx quartz plugin restore Reinstall all plugins from quartz.lock.json
```
### Framework Management
```
npx quartz update Update Quartz framework from upstream
npx quartz migrate Convert old config to quartz.config.yaml (one-time)
npx quartz create Create new Quartz site (copies default YAML)
```
### `npx quartz plugin add` Flow
```
1. Parse source (e.g., "github:quartz-community/explorer")
2. Clone to .quartz/plugins/<name>/, run npm install + npm run build
3. Read plugin manifest → get category, defaultOptions, defaultOrder, dependencies, components
4. Check dependencies → if missing, prompt user and auto-install
5. Validate order against existing plugins and dependencies
6. Add entry to quartz.config.yaml:
- source: as provided
- enabled: manifest.defaultEnabled (default: true)
- options: manifest.defaultOptions (default: {})
- order: manifest.defaultOrder (default: 50, for transformers)
- layout: from manifest.components defaults (if component-providing)
7. Update quartz.lock.json with commit hash + metadata
8. Print summary: "Installed <name> as <category>. Active on next build."
```
### `npx quartz plugin check` Flow
```
1. For each plugin in quartz.lock.json:
a. git ls-remote to get latest commit on tracked branch
b. Compare to locked commit hash
c. If different → fetch commit message for display
2. Print table:
Plugin Installed Available Status
obsidian-flavored-markdown abc1234 def5678 3 commits behind
explorer — — up to date
graph 111aaaa 222bbbb 1 commit behind
3. Exit without changes
```
### `npx quartz plugin config` Flow
```
# Show current config
npx quartz plugin config obsidian-flavored-markdown
→ Prints current options from quartz.config.yaml
# Set a value
npx quartz plugin config obsidian-flavored-markdown --set enableCheckbox=true
→ Updates quartz.config.yaml, validates against configSchema
```
---
## Quartz Update Mechanism
### Current Problem
`npx quartz update` runs:
```bash
git pull --no-rebase --autostash -s recursive -X ours upstream v5
```
This causes:
- Merge conflicts in `quartz.config.ts` and `quartz.layout.ts` (the only files users typically edit)
- `-X ours` silently drops upstream improvements to those files
- Users unfamiliar with git resolution get stuck
### Solution: Conflict-Free by Design
With this architecture, `quartz.config.ts` and `quartz.layout.ts` are upstream-owned templates that users never edit. All user customization is in `quartz.config.yaml`, which upstream never ships or modifies.
### Updated `npx quartz update` Flow
```
1. Show current version
2. Stash content folder (existing behavior)
3. git fetch upstream
4. git merge upstream/v5 (no -X ours needed — no conflicts expected)
5. Restore content folder
6. npm install (update dependencies for new framework version)
7. npx quartz plugin restore (rebuild all plugins against new Quartz version)
8. Validate: check all plugin manifests' quartzVersion against new version
9. Report results:
- "Updated Quartz from v5.1.0 to v5.2.0"
- "All 34 plugins compatible" or "Warning: plugin X requires Quartz >=5.3.0"
```
Since the user's configuration lives in `quartz.config.yaml` (not tracked upstream) and the `.ts` files are thin templates (no user modifications), `git merge` applies cleanly.
### Edge Case: Power Users
Users who modify framework internals (files under `quartz/components/`, `quartz/styles/`, etc.) may still encounter merge conflicts. This is expected and acceptable — these users are sufficiently versed in development to resolve conflicts manually.
---
## Quartz Syncer Integration
With all user configuration in a single YAML file, Quartz Syncer (Obsidian plugin using isomorphic-git with LightningFS) can fully manage Quartz configuration:
| Operation | Implementation |
| ------------------------- | ---------------------------------------------------------------------------------------- |
| **Read plugin list** | Parse `quartz.config.yaml` |
| **Enable/disable plugin** | Toggle `enabled` field |
| **Change plugin options** | Edit `options` object |
| **Reorder plugins** | Change `order` values |
| **Rearrange layout** | Change `layout.position` and `layout.priority` |
| **Change site config** | Edit `configuration` object (pageTitle, theme, etc.) |
| **Validate options** | Fetch plugin's `configSchema` from manifest |
| **Commit + push** | Existing isomorphic-git flow |
| **Add plugin** | Append to `plugins` array, commit, push. Plugin install happens on next build or via CI. |
No TypeScript parsing. No AST manipulation. Plain YAML read/write → git commit → push.
This directly addresses Quartz Syncer Issue #35 ("Manage Quartz configuration from Obsidian").
### Plugin Installation from Quartz Syncer
When Quartz Syncer adds a plugin entry to `quartz.config.yaml`, the actual git clone and build happens on the next `npx quartz build` (or `npx quartz plugin restore`). The build process detects plugins declared in the config but not yet installed and installs them automatically.
Alternatively, if the user's Quartz site has CI (e.g., GitHub Actions), the CI pipeline handles `plugin restore` as part of the build.
---
## Migration Path
### For Existing Users
A `npx quartz migrate` command handles the one-time conversion:
1. Imports current `quartz.config.ts` at runtime (no AST parsing needed — just `import()`)
2. Reads `quartz.lock.json` for installed plugin metadata
3. Imports `quartz.layout.ts` and inspects the layout object
4. Generates `quartz.config.yaml` with:
- All `configuration` fields from the current config
- All plugins (built-in and external) with their current options
- Layout positions inferred from the layout object
5. Replaces `quartz.config.ts` and `quartz.layout.ts` with thin templates
6. Prints migration summary
### For Plugin Authors
Plugins need to add a `quartz` field to their `package.json` or ship a `quartz-plugin.json`:
- `category` — already exists in current `PluginManifest`
- `dependencies`**new field**
- `defaultOrder`**new field**
- `defaultEnabled`**new field**
- `defaultOptions`**new field**
- `configSchema` — already exists (optional, now more important)
- `components` — already partially exists, extended with layout defaults
Plugins without the extended manifest fields still load with sensible defaults (`defaultOrder: 50`, `defaultEnabled: true`, no dependencies).
### Backward Compatibility
- A `quartz.config.ts` that doesn't use the thin template pattern continues to work (direct import, bypasses YAML)
- If `quartz.config.yaml` doesn't exist, `plugin-data.js` falls back to `quartz.plugins.json` for backward compatibility
- Plugins without the extended manifest fields still load normally
- The migration is opt-in via `npx quartz migrate`
---
## Implementation Plan
### Phase 1: Foundation
1. **Extended PluginManifest type** — Add `dependencies`, `defaultOrder`, `defaultEnabled`, `defaultOptions`, and `components` layout defaults to `PluginManifest` in `quartz/plugins/loader/types.ts`
2. **`quartz.config.yaml` type and loader** — Create `config-loader.ts` with `loadQuartzConfig()` and `loadQuartzLayout()` functions that read the YAML, resolve plugins, validate dependencies/ordering, and return the assembled config and layout objects
3. **JSON Schema** — Create `quartz-plugins.schema.json` with the standardized structure
4. **`quartz.config.default.yaml`** — Create the upstream default configuration file
### Phase 2: Layout Resolution
5. **Layout resolver** — Implement the logic that converts YAML layout declarations (position, priority, display, condition, group) into the `FullPageLayout` object, including Flex grouping, MobileOnly/DesktopOnly wrapping, and ConditionalRender wrapping
6. **Condition registry** — Implement the named condition preset system (`not-index`, `has-tags`, etc.)
7. **Spacer plugin** — Extract the current `Spacer` component into a minimal plugin
### Phase 3: CLI
8. **`npx quartz plugin add` refactor** — Update to write to `quartz.config.yaml` instead of just cloning + lockfile
9. **`npx quartz plugin remove/enable/disable/config`** — Implement YAML-editing CLI commands
10. **`npx quartz plugin check`** — Implement update checking without applying
11. **`npx quartz migrate`** — Implement the one-time migration command
12. **`npx quartz update` refactor** — Remove `-X ours`, add plugin compatibility validation
13. **`npx quartz create` update** — Copy `quartz.config.default.yaml``quartz.config.yaml` on new site creation
### Phase 4: Thin Templates
14. **`quartz.config.ts` template** — Replace with thin loader template
15. **`quartz.layout.ts` template** — Replace with thin loader template
16. **Build pipeline update** — Ensure `build.ts` works with the new config loading path
### Phase 5: Plugin Author Support
17. **Update existing plugin manifests** — Add `quartz` metadata to all `quartz-community/*` plugins
18. **Plugin authoring documentation** — Document the manifest format, config schema, and layout declarations
19. **User documentation** — Document `quartz.config.yaml`, CLI commands, and migration