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guides/getting-started.md
# Getting Started
This guide walks through the most common way to use Elex: parse, validate, and
evaluate expression strings with variables.
## Installation
Add `elex` to your `mix.exs` dependencies:
```elixir
def deps do
[
{:elex, "~> 0.4.0"}
]
end
```
If you plan to use Ash resource validation, also add Ash (Elex treats it as an
optional dependency):
```elixir
{:ash, "~> 3.22"}
```
## Your first expression
Create a context, add variables, and evaluate a formula:
```elixir
context =
Elex.new_context()
|> Elex.add_variable!("price", 100)
|> Elex.add_variable!("tax_rate", 0.08)
{:ok, result} = Elex.evaluate("price * (1 + tax_rate)", context)
# result => #Decimal<108>
```
`Elex.evaluate/2` always returns `{:ok, result}` on success or `{:error, reason}`
on failure. Arithmetic uses the `Decimal` library, so numeric results are
`Decimal` structs rather than floats.
## Building a context
`Elex.new_context/0` creates a context with all built-in functions already
registered. Add variables one at a time or in bulk:
```elixir
context =
Elex.new_context()
|> Elex.add_variable!("quantity", 3)
|> Elex.add_variables!(%{"price" => 10, "discount" => 0.1})
```
`Elex.add_variable/3` infers the variable type from the Elixir value and
returns `{:ok, context}`. Use `add_variable!/3` (and `add_variables!/2`)
when piping:
| Elixir value | Inferred type |
|--------------|---------------|
| integer, float, `Decimal` | `:decimal` |
| string | `:string` |
| boolean | `:boolean` |
| `nil` | `nil` |
| `{number, "unit"}` or `%Elex.Quantity{}` | that category (requires a catalog and `category:`) |
| `%Elex.Percent{value: Decimal}` | `:percent` |
| anything else | `:unknown` |
A `%Elex.Percent{}` whose `:value` is not a decimal is an error
(`variable 'rate' percent value must be a decimal`). The anything-else row
is for values that are not a percent struct.
With a units catalog, pass `category:` for a quantity value (see
[Optional units](#optional-units)):
```elixir
{:ok, context} = Elex.add_variable(context, "width", {10, "mm"}, category: :length)
```
For precise control, build a `%Elex.Variable{}` struct and use
`Elex.Context.add_variable/3` instead.
## Validating without evaluating
Use `Elex.validate/2` when you need to check syntax and types but not compute a
result — for example, validating user input in a form:
```elixir
context = Elex.new_context() |> Elex.add_variable!("price", 100)
{:ok, :decimal} = Elex.validate("price + 10", context)
{:ok, :boolean} = Elex.validate("price > 50", context)
{:error, reason} = Elex.validate("price + \"oops\"", context)
```
The returned type is one of `:decimal`, `:boolean`, `:string`, `:percent`, `nil` (for
expressions whose result is `null`), or `%Elex.Dimension{}` when a units
catalog is attached (`length`, `length | time`). See [Units](units.md).
## Optional units
Attach a catalog when expressions should carry quantities. `evaluate` then
returns `%Elex.Quantity{}`; `validate` returns `%Elex.Dimension{}`:
```elixir
alias Elex.Units.Catalog
{:ok, catalog} = Catalog.add_category(Catalog.new(), :length, default: "m")
{:ok, catalog} = Catalog.add_unit(catalog, :length, "m")
{:ok, catalog} = Catalog.add_unit(catalog, :length, "mm", "value / 1000")
{:ok, context} = Elex.Context.put_units(Elex.new_context(), catalog)
{:ok, qty} = Elex.evaluate("10mm + 1m", context)
# qty => #Elex.Quantity<1.01 m>
{:ok, qty} = Elex.evaluate("10mm", context, unit: "m")
# qty => #Elex.Quantity<0.01 m>
```
See [Units](units.md) for suffixes, derived categories, and `convert/2`.
## Discovering variables
Extract variable names from an expression without requiring them to exist.
Pass a context so unit suffixes parse when a catalog is attached:
```elixir
{:ok, ["price", "quantity"]} = Elex.extract_variables("price * quantity", context)
```
This is useful for building UIs that prompt users to supply values for every
referenced name.
## Completing identifiers
Host UIs can call `Elex.autocomplete/4` while the user is still typing. The
cursor is a 0-based UTF-8 byte offset. The call works on incomplete input
(`1 + (2 * f` still completes `foo`, along with other `f` matches such as
`false` and `floor`):
```elixir
context = Elex.new_context() |> Elex.add_variable!("foo", 1)
{:ok, result} = Elex.autocomplete("1 + (2 * f", 10, context)
# result.range => {9, 10}
# result.suggestions includes %{kind: :keyword, text: "false"},
# %{kind: :function, text: "floor", ...}, and %{kind: :variable, text: "foo"}
# (sorted by text)
```
`:range` is the token under the cursor (exclusive end). Apply a suggestion by
replacing that byte range. Suggestion kinds are `:variable`, `:unit`,
`:function`, and `:keyword`.
By default `empty_prefix: :none` returns no suggestions when the prefix is
empty (`1 + |` → `[]`). Pass `empty_prefix: :all` to list every candidate that
is legal in the current slot:
```elixir
Elex.autocomplete("1 + ", 4, context)
#=> {:ok, %{range: {4, 4}, suggestions: []}}
Elex.autocomplete("1 + ", 4, context, empty_prefix: :all)
#=> {:ok, %{range: {4, 4}, suggestions: [..., %{kind: :variable, text: "foo"}, ...]}}
```
See [Advanced Topics](advanced.md) for suggestion maps, replacement of the
whole token, and invalid-cursor errors.
## Handling errors
Parse, validation, and evaluation errors all come back as `{:error, reason}`
strings from `Elex.evaluate/2` and `Elex.validate/2`:
```elixir
# Parse error
{:error, "closing parenthesis is missing"} = Elex.evaluate("(1 + 2", context)
# Validation error
{:error, "variable 'missing' does not exist"} = Elex.evaluate("missing + 1", context)
# Evaluation error (e.g. division by zero)
{:error, "division by zero"} = Elex.evaluate("1 / 0", context)
```
Error messages are written for humans writing expressions, not for debugging
the parser grammar.
## What to read next
- [Expression Language](expression-language.md) — operators, types, precedence, and
short-circuit behaviour
- [Functions](functions.md) — built-in math and string functions
- [Units](units.md) — optional unit catalogs, quantities, and `convert/2`
- [Ash Integration](ash-integration.md) — validating expressions on Ash resources
- [Advanced Topics](advanced.md) — AST format, expression inversion, autocomplete
details, and custom functions
For the full API reference, see the `Elex` module documentation.