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Agent Guide - Etherpad

Welcome to the Etherpad project. This guide provides essential context and instructions for AI agents and developers to effectively contribute to the codebase.

Project Overview

Etherpad is a real-time collaborative editor designed to be lightweight, scalable, and highly extensible via plugins.

Technical Stack

  • Runtime: Node.js >= 20.0.0
  • Package Manager: pnpm (>= 8.3.0)
  • Languages: TypeScript (primary for new code), JavaScript (legacy), CSS, HTML
  • Backend: Express.js 5, Socket.io 4
  • Frontend: Legacy core (src/static), Modern React UI (ui/), Admin UI (admin/)
  • Database: ueberdb2 abstraction (supports dirtyDB, MySQL, PostgreSQL, Redis)
  • Build Tools: Vite (for ui and admin), esbuild, tsx
  • Testing: Mocha (backend), Playwright (frontend E2E), Vitest (unit)
  • Auth: JWT (jose library), OIDC provider

Directory Structure

  • src/node/ - Backend logic, API handlers, database models, hooks
  • src/static/ - Core frontend logic (legacy jQuery-based editor)
  • src/static/js/pluginfw/ - Plugin framework (installer, hook system)
  • src/tests/ - Test suites (backend, frontend, container)
  • ui/ - Modern React OIDC login UI (Vite + TypeScript)
  • admin/ - Modern React admin panel (Vite + TypeScript + Radix UI)
  • bin/ - CLI utilities, build scripts, plugin management tools
  • bin/plugins/ - Plugin maintenance scripts (checkPlugin.ts, updateCorePlugins.sh)
  • doc/ - Documentation (VitePress + Markdown/AsciiDoc)
  • local_plugins/ - Directory for developing and testing plugins locally
  • var/ - Runtime data (logs, dirtyDB, etc. - ignored by git)

Quick Start

pnpm install                                    # Install all dependencies
pnpm run build:etherpad                         # Build admin UI and static assets
pnpm --filter ep_etherpad-lite run dev          # Start dev server (port 9001)
pnpm --filter ep_etherpad-lite run prod         # Start production server

Core Mandates & Conventions

Coding Style

  • Indentation: 2 spaces for all files (JS/TS/CSS/HTML). No tabs.
  • TypeScript: All new code should be TypeScript. Strict mode is enabled.
  • Comments: Provide clear comments for complex logic only.
  • Backward Compatibility: Always ensure compatibility with older versions of the database and configuration files.

Development Workflow

  • Branching: Work in feature branches. Issue PRs against the develop branch. Never PR directly to master.
  • Commits: Maintain a linear history (no merge commits). Use meaningful messages in the format: submodule: description.
  • Feature Flags: New features should be placed behind feature flags and disabled by default.
  • Deprecation: Never remove features abruptly; deprecate them first with a WARN log.
  • Forks: For etherpad-lite changes, commit to johnmclear/etherpad-lite fork on a new branch, then PR to ether/etherpad-lite. For plugins (ep_* repos), committing directly is acceptable.

Testing & Validation

  • Requirement: Every bug fix MUST include a regression test in the same commit.
  • Always run tests locally before pushing to CI.
  • Linting: pnpm run lint
  • Type Check: pnpm --filter ep_etherpad-lite run ts-check
  • Build: pnpm run build:etherpad before production deployment

Running Backend Tests Locally

Backend tests use Mocha with tsx and run against a real server instance (started automatically by the test harness). No separate server process is needed.

# Run ALL backend tests (includes plugin tests)
pnpm --filter ep_etherpad-lite run test

# Run only utility tests (faster, ~5s timeout)
pnpm --filter ep_etherpad-lite run test-utils

# Run a single test file directly
cd src && cross-env NODE_ENV=production npx mocha --import=tsx --timeout 120000 tests/backend/specs/YOUR_TEST.ts

# Run unit tests (Vitest)
cd src && npx vitest
  • Tests run with NODE_ENV=production.
  • Default timeout is 120 seconds per test.
  • Test files live in src/tests/backend/specs/.
  • Plugin backend tests live in node_modules/ep_*/static/tests/backend/specs/ (at repo root) and are included automatically by the test script.

Running Frontend E2E Tests Locally

Frontend tests use Playwright. You must have a running Etherpad server before launching them — the Playwright config does not auto-start the server.

Before running frontend or admin tests, ensure Playwright browsers are installed. Check and install if needed:

# Check which browsers are installed
cd src && npx playwright install --dry-run

# Install all browsers and their system dependencies (must run from src/)
cd src && npx playwright install
cd src && sudo npx playwright install-deps

If sudo is unavailable, install system dependencies for webkit manually:

# Check which system libraries are missing for webkit
ldd ~/.cache/ms-playwright/webkit-*/minibrowser-wpe/MiniBrowser 2>&1 | grep "not found"

If browsers or system dependencies are missing, tests will fail silently or timeout — always verify browser installation before debugging test failures.

# 1. Start the dev server in a separate terminal
pnpm --filter ep_etherpad-lite run dev

# 2. Run frontend E2E tests
pnpm --filter ep_etherpad-lite run test-ui

# 3. Run with interactive Playwright UI (useful for debugging)
pnpm --filter ep_etherpad-lite run test-ui:ui

# Run a single test file
cd src && cross-env NODE_ENV=production npx playwright test tests/frontend-new/specs/YOUR_TEST.spec.ts
  • Tests expect the server at localhost:9001.
  • Test files live in src/tests/frontend-new/specs/.
  • Runs against chromium and firefox by default (webkit is disabled).
  • Playwright config is at src/playwright.config.ts.

Running Admin Panel Tests Locally

# Requires a running server and Playwright browsers installed (same as frontend tests)
pnpm --filter ep_etherpad-lite run test-admin

# Interactive UI mode
pnpm --filter ep_etherpad-lite run test-admin:ui
  • Admin tests run with --workers 1 (sequential) on chromium and firefox only.
  • Test files live in src/tests/frontend-new/admin-spec/.

Backend Test Auth

Tests use JWT authentication, not API keys. Pattern:

import * as common from 'ep_etherpad-lite/tests/backend/common';

const agent = await common.init();  // Starts server, returns supertest agent
const token = await common.generateJWTToken();
agent.get('/api/1/endpoint').set('authorization', token);

Do not use APIKEY.txt — it may not exist in the test environment.

Key Concepts

Easysync

The real-time synchronization engine. It is complex; refer to doc/public/easysync/ before modifying core synchronization logic.

Plugin Framework

Most functionality should be implemented as plugins (ep_*). Avoid modifying the core unless absolutely necessary.

Plugin structure:

ep_myplugin/
├── ep.json              # Hook declarations (server_hooks, client_hooks)
├── index.js             # Server-side hook implementations
├── package.json
├── static/
│   ├── js/              # Client-side code
│   ├── css/
│   └── tests/
│       ├── backend/specs/    # Backend tests (Mocha)
│       └── frontend-new/     # Frontend tests (Playwright)
├── templates/           # EJS templates
└── locales/             # i18n files

Plugin management:

pnpm run plugins i ep_plugin_name       # Install from npm
pnpm run plugins i --path ../plugin     # Install from local path
pnpm run plugins rm ep_plugin_name      # Remove
pnpm run plugins ls                     # List installed

Plugin installation internals: Plugins are installed to src/plugin_packages/ via live-plugin-manager, which stores them at src/plugin_packages/.versions/ep_name@version/. Symlinks are created: src/node_modules/ep_namesrc/plugin_packages/ep_name.versions/ep_name@ver/.

Plugin Repositories

  • Monorepo: ether/ether-plugins contains 80+ plugins with shared CI/publishing
  • Standalone repos: Individual ether/ep_* repos still exist for many plugins
  • Plugin CI templates: bin/plugins/lib/ contains workflow templates pushed to standalone plugin repos via checkPlugin.ts
  • Shared pipelines: ether/ether-pipelines contains reusable GitHub Actions workflows for plugin CI

Settings

Configured via settings.json. A template is available at settings.json.template. Environment variables can override any setting using "${ENV_VAR}" or "${ENV_VAR:default_value}".

Monorepo Structure

This project uses pnpm workspaces. The workspaces are:

  • src/ - Core Etherpad (package: ep_etherpad-lite)
  • bin/ - CLI tools and plugin scripts
  • ui/ - Login UI
  • admin/ - Admin panel
  • doc/ - Documentation

Root-level commands operate across all workspaces. Use pnpm --filter <package> to target specific workspaces.

AI-Specific Guidance

AI/Agent contributions are explicitly welcomed by the maintainers, provided they strictly adhere to the guidelines in CONTRIBUTING.md and this guide. Always prioritize stability, readability, and compatibility.