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A filter for Pandoc to include other documents

include-doc.lua is a Lua filter for Pandoc to include the contents of some external documents inside a main document.

An example

Consider the file master.html, that you can find in the test directory:

<html>
  <head>
    <title>Assembled document</title>
  </head>
  <body>
    <h1>Title</h1>
    <p>
      This is a master document that includes some parts from other documents.
    </p>
    <div class="include-doc" data-include-format="html" data-include-src="chap1.html">
      <p>This text will be replaced by the contents of "chap1.html".</p>
    </div>
    <div class="include-doc" data-include-format="json" data-include-src="chap2.json">
      <p>This text will be replaced by the contents of "chap2.json".</p>
    </div>
    <div class="include-doc" data-include-format="markdown" data-include-src="chap3.md">
      <p>This text will be replaced by the contents of "chap3.md".</p>
    </div>
    <div class="include-doc" data-include-format="markdown" data-include-src="chap4.md">
      <p>This text will be replaced by the contents of "chap4.md".</p>
    </div>
    <div class="include-doc" data-include-format="markdown" data-include-src="chap5.md">
      <p>This text will be replaced by the contents of "chap5.md".</p>
    </div>
  </body>
</html>

and convert it into markdown filtering it with include-doc.lua this way:

pandoc -f html -t markdown -s -L include-doc.lua master.html

(if you run it from the test directory you may need to write -L ../src/include-doc.lua instead of -L include-doc.lua)

The resulting document will embed the contents of chap1.html, chap2.json, chap3.md, chap4.md (with its chap4s1.html and chap4s2.json sub-documents) and chap5.md.

include-doc.lua looks for Pandoc Div elements with an include-doc class.

When it finds such elements, it fetches the contents of the source specified in the data-include-src attribute and calls pandoc.read to read its contents with the format specified by the data-include-format attribute.

Then it replaces the contents of the Div element with the contents of the external source (in Pandoc terms, the Div blocks are replaced by the blocks of the imported document).

For the replacement to succeed, these elements are mandatory:

  • the include-doc class (see less clutter below)

  • the include-format attribute (it's data-include-format in HTML) (see less clutter below)

  • the include-src attribute (it's data-include-src in HTML)

If something goes wrong -- i.e. the source can't be found or the format is invalid -- the replacement does not happen and the Div element retains its contents.

How to specify inclusions

You can specify inclusions in every format that lets you define a Pandoc Div with the include-doc class and the include-format and include-src attributes. So the including documents are restricted to those formats.

The documents that can be included, on the other hand, are all the ones that can be imported in Pandoc.

What changes

The including Div block is kept, only its contents are replaced.

After a successful replacement,

  • the included class is added to the Div's classes

  • the include-sha1 attribute is added to the Div's attributes (that attribute is not used now; future versions may use its value to detect changes in the imported document; by the way, the attribute value is the SHA-1 of the imported document contents)

Recursion and infinite loops

The filter is recursive, so the whole document structure can have an arbitrary depth.

It should also detect closed loops in the document structure: i.e. document1 includes document2, document2 includes document3 and document3 includes document1; that would determine an infinite loop of inclusions (circular references), but once the filter detects a closed loop, it stops. Until then the inclusion process is done anyway.

The filter does not mind if you include the same document more than once, as long as there are no closed loops.

Assembling and filtering

Pandoc lets you apply more than one filter, so you may first apply the include-doc filter to assemble the whole document and then pass it to another filter.

The command:

pandoc -f html -t markdown -s -L include-doc.lua -L other-filter.lua -o whole-filtered-doc.md master.html

produces a whole-filtered-doc.md markdown document; master.html is the master document that specifies inclusions, and other-filter.lua is the filter to apply to the document once its assembled.

Metadata added by the filter

This filter adds these metadata (they are all MetaString):

  • root_id: the identifier of the root document

  • root_format: the format of the root document

  • root_src: the source of the root document

  • root_sha1: the SHA1 of the the root document's contents

Including sub-documents' metadata

You can also include the sub-documents' metadata. There are two ways:

  • adding the class include-meta to the Div elements used to include sub-documents

  • adding include-sub-meta: true to the main document's metadata

  • setting the include_sub_meta variable with --variable include_sub_meta in pandoc command line

The first method lets you import metadata selectively for each sub-document.

The second one makes the filter store every sub-document's metadata in the resulting doc.

All the sub-document's metadata are stored under the included-sub-meta key.

You need to specify the -s option of pandoc, otherwise you won't get any metadata (but this is not specific to this filter).

Here's an example (see master-include-all-meta.md in the test directory):

---
include-sub-meta: true
included-sub-meta:
- chap1:
    src: chap1.html
    title: Chapter 1
- chap2:
    src: chap2.json
    title: Chapter 2
- chap3:
    src: chap3.md
    title: Chapter 3
- chap4:
    src: chap4.md
    title: Fourth chapter
- chap5:
    src: chap5.md
    title: Chapter 5
- chap4s1:
    src: chap4s1.html
    title: Fourth chapter, section one
- chap4s2:
    src: chap4s2.json
    title: Fourth chapter, section two
title: Assembled document
---

# Title

This is a master document that includes some parts from other documents.

::: {.include-doc .included include-format="html" include-src="chap1.html" include-sha1="011822fbb02463dc05c2f35d8d7066f3ee320c5a" included-id="chap1"}
## Chapter 1

This is the first chapter.
:::

(the output is cut to show only the first part of the document)

As you can see, every sub-document's metadata is under a sub-key of included-sub-meta.

The sub-key is an identifier assigned by the filter to each imported document. The same value is stored in the included-id attribute of the Div, whose contents have been replaced by the sub-document.

The sub-document metadata are complemented with a src field reporting its source.

Less clutter

Since version 0.3, you can specify only the include-src attribute, and the Div will be considered an "inclusion Div", as if it had the include-doc class and the include-format attribute.

Unless you specify it, the source format will be guessed from its path calling from_path (available since version 3.1.2 of Pandoc).

If the format is not identified, the source contents will not be included in the output.

The include-doc class will be added, if not present.

Extracting the structure of inclusions with inclusion-tree.lua

inclusion-tree.lua is a custom writer and it's used to retrieve the tree structure of a document as JSON.

It's tipically used in conjunction with include-doc.lua, e.g.:

pandoc -f markdown -t inclusion-tree.lua -L include-doc.lua document-including-other-docs.md

It ouputs a JSON object like this:

{
    "children": [
      ...
    ],
    "format": "html",
    "id": "root",
    "sha1": "64b297779956f64503df8dccca191f76403462f0",
    "src": "master.html"
}

The children field is an array of objects with the same format, id, sha1 and src fields.

If the main document's direct children include other documents as well, they'll have a children field, otherwise they won't have it.

Setting (overriding) the root id

You can set the root document id with the -M root-id=... (or --metadata root-id=...) option, e.g.:

pandoc -f markdown -t inclusion-tree.lua -L include-doc.lua -M root-id=master-doc document-including-other-docs.md

You'll get a JSON like this:

{
    "children": [
      ...
    ],
    "format": "markdown",
    "id": "master-doc",
    "sha1": "...",
    "src": "document-including-other-docs.md"
}

Version

The current version is 0.4.4 (2024, April 24th).

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A filter for Pandoc to recursively include other documents.

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