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factorio-clusterio/docs/contributing.md
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Daniel e251bf0072 Merge pull request #1174 from clusterio/fix/dev-plugin-shared-modules
Serve the web interface from source with --dev-plugin
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Contributing to Clusterio

You are probably reading this because you want to contribute code to Clusterio. Great! We need people like you. Though we have some conventions and workflows that we kindly ask you to follow. This document covers the development workflow, commands, and repository layout. Read our past decisions for compatibility policies and design rationale.

Contents

Project map

Clusterio manages distributed Factorio servers through a controller, hosts, and plugins.

Location Responsibility
packages/controller/ Cluster state, users and roles, connections, HTTP API, and serving the web UI. Start with src/Controller.ts and src/ControlConnection.ts.
packages/host/ Instance lifecycle, Factorio processes, save patching, and exports. Start with src/Host.ts, src/Instance.ts, src/server.ts, and src/patch.ts.
packages/ctl/ Command-line administration and plugin commands.
packages/lib/ Shared messages, routing, config, permissions, plugin loading, logging, and utilities for Node and browser consumers.
packages/web_ui/ React/Ant Design interface and browser control connection; bundled through the controller's Vite build.
packages/create/ Installer and JavaScript/TypeScript plugin templates.
plugins/ Bundled plugins, including their Node, web, Lua, and test code.
external_plugins/ Plugins developed in independent repositories and included in the local workspace.
packages/host/modules/ Lua modules injected into saves.
packages/host/lua/ Factorio mod sources, including clusterio_lib.
test/ Root test suite, fixtures, helpers, integration harness, and manual tests. Plugin tests also live under plugins/*/test/.

Start with how it works, communication, and the config system for architecture. See writing plugins and developing for Clusterio for plugin and Factorio contracts.

Workflow

While we don't require you to follow this workflow, it makes things much simpler for both you and us if you choose to do so. Especially when it comes to making the commit history reflect what happened and not be a giant ball of mess. GitHub's git workflow is less than ideal for dealing with small feature-branches so you might see things being done here a little diffrent than the usual.

It is recommended that you use the command line git version for doing the operations described here. GUI wrappers tend to have different ideas of what is what and you might find it difficult to make it do the things described here. For doing the actual commits though, your faviorit git GUI should work just fine.

If you pressed the fork button on GitHub and used git clone on your own fork you can skip to the next paragraph. Otherwise you will have to click the fork button and clone your fork. If you already cloned the main GitHub repository you can change your clone to point at your own fork using the git remote command, but it's probably easier to delete your local clone and clone it again.

To keep your local repository up to to date with the main repository add the main repository as a remote.

git remote add upstream https://github.com/clusterio/clusterio

After this running git fetch upstream will get the updated branches from the main repository. Do not run git pull upstream it will mess thing up!

Setting up the Development Environment

Run commands from the repository root unless stated otherwise. Use the latest Node.js LTS release and the pnpm version pinned by packageManager in root package.json. Install dependencies with:

pnpm install --no-frozen-lockfile

This installs dependencies and builds the packages. pnpm-lock.yaml is intentionally ignored; do not force-add it or assume a frozen-lockfile install is supported. For a fresh development cluster, run the installer and select standalone mode to create config-controller.json and config-host.json:

node packages/create --dev

The first time the host starts it prints a link for approving it in the web interface.

You can skip this step if you already have a working controller and host configuration.

To add plugins to use in the development environment use

node packages/ctl plugin add ./path/to/plugin

It's important that the path starts with ./. The plugins/ directory contains the core plugins for the project and can be added using the above mentioned command.

The documentation uses the binaries provided by the packages, but for the development environment you will need to call the packages directly:

npx clusteriocontroller -> node packages/controller
npx clusteriohost -> node packages/host
npx clusterioctl -> node packages/ctl

By default node does not enable source maps, to get stack traces pointing to the .ts files you will need to pass --enable-source-maps to node or set the environment variable NODE_OPTIONS=--enable-source-maps.

Note that to use clusterioctl you will have to create a ctl config first:

node packages/controller bootstrap create-ctl-config <admin-user>

Use the name of an existing admin user. Run node --enable-source-maps packages/controller run and node --enable-source-maps packages/host run in separate terminals.

When editing TypeScript files ran by Node.js you need to run pnpm build to compile the files to JavaScript before restarting the controller/host/ctl for changes take effect. To have TypeScript watch for changes and rebuild immediadly you may run pnpm watch instead.

For web development on the controller there are also the following flags:

--dev - Serve the web_ui package from source through Vite's development server with hot module replacement.

--dev-plugin [name] - Serve the web module for the given plugin from source the same way. This also serves the web_ui package from source, as the plugin has to share its modules with it.

These options can be combined and multiple plugins can be actived for dev mode. Keep in mind if you're working on external plugins the --dev-plugin option is likely to only work if the plugin is placed inside the external_plugins directory and its dependencies are installed with pnpm as part of the clusterio repository workspace.

Build outputs

Command Output
pnpm build Compiled JavaScript and type declarations in each package's dist/node/ and, where applicable, dist/browser/.
pnpm watch TypeScript compilation as files change; restart affected Node processes afterward.
pnpm -r run prepare Compiled packages, generated validators, and production web bundles.
pnpm build-mod Factorio mod archives in root dist/.

pnpm build alone does not regenerate the standalone validator or web bundles. After changing packages/lib/src/data/messages_core.ts, run pnpm -r run prepare to compile the schema and regenerate its validator.

Debugging

Establish the controller, host, instance, Factorio version, enabled plugins, and exact reproduction first. Enable source maps and confirm the affected process is running rebuilt code. Use the contextual logger so host, instance, and plugin metadata remain available. Development logs are in logs/; integration logs are in temp/test/logs/ and are uploaded by CI.

For a failing request or event, start with its handler and the input that triggers the failure. Handlers are registered with handle(MessageClass, handler); searching for the message class will help you find its handler. Inspect the input and the state used by the failing operation, then try to reproduce the failure in a focused test. If the handler is never reached, investigate message registration, routing, and permission checks using the communication guide. For errors reported by Factorio, start with the Lua stack trace and the module or mod it identifies; the developing-for-Clusterio guide explains how that code communicates with the host.

For connection and recovery bugs, test disconnect, reconnect, timeout, and shutdown as applicable. A cached controller status does not prove the current state of a host or Factorio process. Recovery mode disables normal plugin loading; account for it when diagnosing missing plugin behavior and Lua state migrations. Verify UI behavior in the browser: successful compilation does not verify rendering, permissions, or subscriptions.

Starting a Feature Branch

Development is done exclusively in feature branches. To start a new feature branch, first check out master from the main repository.

git fetch upstream
git checkout upstream/master

This will give a warning about detached HEAD which means you did it correctly. Now you can make a feature branch based on this with.

git checkout -b my-feature-branch

The name of the branch is not important, as long as it's not a name you've used before. But it's nice to have its name be somewhat descriptive of what it implements.

Checking your code for errors

Tests use Mocha and Node assertions, mostly as JavaScript ESM importing compiled packages. Run the test suite and linter from the repository root:

pnpm run test
pnpm run lint

pnpm test builds TypeScript and runs root and bundled-plugin tests, excluding test/manual/. Run tests from the root: individual package test scripts are often placeholders that deliberately fail. Use pnpm cover for the full suite with c8 coverage.

The full test suite can take a while to run. Use pnpm run fast-test to skip tests marked as slow, or pnpm run no-external-test to skip tests that depend on external APIs such as the Factorio mod portal or GitHub. These correspond to setting the FAST_TEST and NO_EXTERNAL_TEST environment variables and can be combined. For example, FAST_TEST=y NO_EXTERNAL_TEST=y pnpm test combines both exclusions. These flags still run the remaining integration setup and tests; neither produces an isolated unit-test run. When writing slow tests call slowTest(this), and for external API tests call externalTest(this); both are exported from test/common.js. For tests that need a Factorio installation, call requiresFactorio(this) in the test or pass the suite to requiresFactorio, imported from test/integration/index.js. test/common.js also provides JSON round-trip/schema helpers, and test/mock.js provides shared mocks.

For a focused test, build first and select the file explicitly instead of appending it to the full-suite script:

pnpm build
NODE_EXTRA_CA_CERTS="$PWD/test/file/tls/cert.pem" pnpm exec mocha \
  --enable-source-maps --check-leaks test/lib/helpers.js

Replace the example file with the relevant test; use --grep to narrow it further. Preserve the test TLS CA configuration for HTTPS integration tests. Use --require ./test/setup_logging.js when an isolated test needs the shared logger configured. Some tests import test/integration/index.js, which installs root hooks and starts a controller and host even for a targeted invocation.

The integration harness recreates its configs, database, mods, and instances under temp/test/ and uses HTTP port 8880 and HTTPS port 4443. Do not run competing integration suites in the same checkout or on those ports. It locates Factorio through host.factorio_directory in root config-host.json, defaulting to factorio/. The full harness currently requires a usable Factorio installation: a missing directory fails discovery, and an empty directory fails setup while selecting a version. Some individual tests have conditional skips, but these do not make a full run without Factorio succeed.

Use the relevant production bundle, mod build, or manual scenario for changes affecting those surfaces. For documentation changes, check that links, paths, and example commands are correct.

Cleaning generated and runtime files

Inspect node clean.js --help and preview the selected scope with --dry-run before cleaning.

Command Removal scope
node clean.js --dry-run Preview workspace package/plugin build output and Vite dependency caches; omit --dry-run to clean, or use pnpm clean.
node clean.js tests --dry-run Also preview root .nyc_output/, coverage/, the whole temp/ directory, and static/.
node clean.js all --dry-run Also preview runtime databases, instances, logs, mods, local configs, FactorioAdminToken.txt, and plugin-list.json.

all deletes cluster runtime data, including configurations and saves; back up anything you want to keep before using it. The cleaner excludes external_plugins/ and does not remove mod archives in root dist/. Do not commit local configs, tokens, databases, saves, logs, or generated build output.

Submitting a Pull Request

Once you've commited changes to your feature branch that you want to have included into the main repository push it to you fork with

git push origin my-feature-branch

and make a pull request through the GitHub web interface. You can also pass the --set-upstream (or -u) flag to make git push do the same thing for this branch. After your feature branch have been merged you should consider it final. If there are more changes you want to have merged or mistakes you need to fix you must start a new feature branch and submit a new pull request.

Pull request descriptions should contain a ### Changelog section with additions for the changelog contained inside a code block, see the CHANGELOG.md file for the formatting of changelog entries and possible sections to use. If there are no changelog entries to add, remove the code block and start the changelog section with the text None., followed by an optional reason for why it is not is needed.

Breaking Compatibility with the Last Release

The version-compat job in CI runs the local controller with the latest published host, and the published controller with the local host. It fails if a link message changed its src, dst, data or response schema since that release. Control is left out of src and dst, and messages that only go between control and the controller are not checked, as the web UI is served by the controller it talks to. If the break is intended, add an entry to scripts/version-compat-breaks.json in the same pull request. Breaking changes are only accepted if the next release is intended to include them, see our decision on breaking changes. The entry is keyed by the published version directly before the breaking change was introduced, which is the latest release at the time. Every entry needs the pull request number, a reason saying what breaks, and an impact saying why end users are not or only minimally affected.

{
	"2.0.3": {
		"messages": {
			"request FactorioVersionsRequest": {
				"pr": 1129,
				"reason": "What breaks between the two versions.",
				"impact": "Why end users are not or only minimally affected."
			}
		},
		"connect": { "pr": 1234, "reason": "Why a host cannot connect at all.", "impact": "..." }
	}
}

Listed messages are reported as warnings with the reason and impact instead of failing the job. Only add connect when the published and local versions cannot connect at all, it skips starting the cluster. Listing a message that did not change fails the job. Entries only apply while their version is the latest release, after the next release they are ignored and can be removed. Describe the break in the Breaking Changes section of the changelog.

Editing your Feature Branch

Until your feature branch is merged you can edit it as you see fit by using the rebase tool. If your feature branch has been merged however it's final and you will have to start a new feature branch and submit that in a new pull request. The base usage of rebase assuming you are checked out on your feature branch is the following command

git rebase -i upstream/master

This will open up an editor with the commits of your feature branch and let you reorder, edit, and remove commits as you see fit.

If the main repository has been updated and you have fetched down those updates with git fetch upstream this will also move your feature branch so that it is based on the latest commit from the main repository.

If you have already pushed your feature branch to your fork a simple git push origin my-feature-branch will no longer work as the histories are different, instead you will have to run

git push origin +my-feature-branch

The + sign signifies a force push and should be used with care. If you have a pull request that has not yet been merged submitted for this feature branch this will update the pull request too.

Resolving Merge Conflicts

The best way to resolve merge conflicts in feature braches is to rebase it on top of the updated upstream. Run the following commands

git fetch upstream
git rebase upstream/master

This will stop on the commit(s) that caused the merge conflict and let you resolve them manually before continuing. Once you're done force push your updated feature branch with

git push origin +my-feature-branch

Updating Your GitHub Fork

No. This is pointless busywork that accomplishes nothing. Fetch the main repository directly as described above and base your feature branches on the refs from it. GitHub has no interface or functionality for keeping the branches in your fork up to date with the branches in the main repository and there is no point in doing this for our feature branch based workflow.

Publishing releases to npm

For publishing new releases see package release workflow.

Changelog

There's a Changelog in the root of the project. If you make changes that are visible to users of this project you should add an entry to the changelog describing what has changed. The format of this log should be self explanatory, please follow it carefully. Please make sure to document any breaking changes.

Supported Node.js and Factorio Versions

For development, use the latest Node.js LTS release, following the installation instructions. Make sure the Node.js built-in APIs and npm packages you use remain compatible with the supported versions. The GitHub Actions tests run every Factorio version on the latest Node.js, and every other supported Node.js version with the latest Factorio only, which keeps the number of jobs within GitHub's concurrent job limit. Coverage is collected on the oldest supported Node.js; see the CI workflow for the version matrix.

For Factorio, active support covers the latest stable version and the previous major version, using version lines such as 2.1, 2.0 and 1.1 as described in the Factorio support policy. Older versions from 0.17 onwards receive passive support where it does not restrict actively supported versions. Check the Lua API documentation for the Factorio versions your changes target and preserve compatibility with the actively supported versions. The GitHub Actions tests use pinned Factorio releases; see the CI workflow for the current version matrix.

Check out all our of decisions for node, factorio, and operation support.

Code Style

The style of the code is a bit of a mixed bag at the moment. But there are at least a few things that have been agreed upon. See our decisions document for justifcations.

Naming style

JavaScript variables in general uses camelCase. The exception is for classes/constructors which use PascalCase and variables destructured from over the wire objects.

Fields in configs uses lowercase_underscore.

JavaScript files are named using lowercase_underscore for files that export multiple items. Files containing and exporting a single class should be named the same as the class in PascalCase.

Use ESM imports, including .js extensions in TypeScript relative imports. For namespace imports within lib, use the lib prefix to distinguish generic module names, for example import * as libFileOps from "./file_ops.js";. Production consumers should import shared public APIs through @clusterio/lib rather than reaching into its internals. When adding public shared exports, check both packages/lib/index.ts and packages/lib/browser.ts and keep Node-only dependencies out of browser code.

For lua code lowercase_underscore is used for everything.

Units

When naming variables whos unit is not a base SI unit like seconds or metres the unit used should be suffixed in the variable name: E.g.:

const startTimeMs = Date.now();
const endNs = process.hrtime();

This makes it easier to spot different unit bases are being mixed in the code.

Strings

JavaScript and Lua code should use double quoted strings ("string") for all strings with the only exception that strings that contain double quotes may use single quotes (i.e., 'String with "quotes"'). JavaScript template literals may also be used where appropriate.

Indenting

JavaScript and Lua code should be indented with tabs.

Other files types should prefer tabs for indents where reasonable with the exception of Markdown.

Line Length

Lines are limited to 120 characters where tabs count as 4 characters. If the argument list for a function or expressino for compound statement gets very long break them out on their own line(s). For example:

function foo(
    really, long, argument, list,
    over, multiple, lines
) {
    if (
        really && long && expression
        || over && multiple && lines
    ) {
        // code
    }
})

Markdown

Markdown files are formatted using one line per sentence to improve diff reports when making changes. Headings have two blank lines before them and one after them; the top heading has no blank lines before it, and consecutive headings have one blank line between them. For example:

# A markdown File

Sentence of text which end in a period.
Each sentence is on it's own line.
And there's two spaces before the next heading.


## Subheading

### Sub-subheading

Headings use the `# heading` format.