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defmodule ExDoc do
@moduledoc """
Main entry point for generating docs.
"""
@ex_doc_version Mix.Project.config()[:version]
@doc """
Returns the ExDoc version (used in templates).
"""
@spec version :: String.t()
def version, do: @ex_doc_version
@doc """
Emits a warning.
"""
def warn(message, stacktrace_info) do
:persistent_term.put({__MODULE__, :warned?}, true)
IO.warn(message, stacktrace_info)
end
defp unset_warned() do
warned? = :persistent_term.get({__MODULE__, :warned?}, false)
:persistent_term.erase({__MODULE__, :warned?})
warned?
end
@doc ~S"""
Generates documentation for the given `project`, `vsn` (version),
`source_beams` directories, and `options`.
By default it generates HTML, Markdown, and EPUB documents.
## Options
* `:annotations_for_docs` - a function that receives metadata and returns a list
of annotations to be added to the signature. The metadata received will also
contain `:module`, `:name`, `:arity` and `:kind` to help identify which entity is
currently being processed.
* `:api_reference` - Whether to generate `api-reference.html`; default: `true`.
If this is set to false, `:main` must also be set.
* `:assets` - A map of source => target directories that will be copied as is to
the output path. It defaults to an empty map.
* `:authors` - List of authors for the generated docs or epub.
* `:before_closing_body_tag` - a function that takes as argument an atom specifying
the formatter being used (`:html` or `:epub`) and returns a literal HTML string
to be included just before the closing body tag (`</body>`).
The atom given as argument can be used to include different content in both formats.
Useful to inject custom assets, such as Javascript.
* `:before_closing_head_tag` - a function that takes as argument an atom specifying
the formatter being used (`:html` or `:epub`) and returns a literal HTML string
to be included just before the closing head tag (`</head>`).
The atom given as argument can be used to include different content in both formats.
Useful to inject custom assets, such as CSS stylesheets.
* `:before_closing_footer_tag` - a function that takes as argument an atom specifying
the formatter being used (`:html`) and returns a literal HTML string
to be included just before the closing footer tag (`</footer>`).
This option only has effect on the html formatter.
Useful if you want to inject an extra footer into the documentation.
* `:canonical` - String that defines the preferred URL with the rel="canonical"
element; defaults to no canonical path.
* `:cover` - Path to the epub cover image (only PNG or JPEG accepted)
The image size should be around 1600x2400. When specified, the cover will be placed under
the "assets" directory in the output path under the name "cover" and the
appropriate extension. This option has no effect when using the "html" formatter.
* `:deps` - A keyword list application names and their documentation URL.
ExDoc will by default include all dependencies and assume they are hosted on
HexDocs. This can be overridden by your own values. Example: `[plug: "https://myserver/plug/"]`
* `:description` - A brief description of the project, currently included in Hex.pm and the generated
`llms.txt` file
* `:extra_section` - String that defines the section title of the additional
Markdown and plain text pages; default: "Pages". Example: "Guides"
* `:extras` - List of paths to additional Markdown (`.md` extension), Live Markdown
(`.livemd` extension), Cheatsheets (`.cheatmd` extension), external urls (`:url` option),
and plain text pages to add to the documentation. You can also specify keyword pairs to
customize the generated filename, title and source file, and search content of each extra page;
default: `[]`. Example: `["README.md", "LICENSE", "CONTRIBUTING.md": [filename: "contributing",
title: "Contributing", source: "CONTRIBUTING.mdx"]]` See the Customizing Extras section for
more.
* `:favicon` - Path to a favicon image file for the project. Must be PNG, JPEG or SVG. When
specified, the image file will be placed in the output "assets" directory, named
"favicon.EXTENSION". If using SVG, ensure appropriate width, height and viewBox attributes
are present in order to ensure predictable sizing and cropping.
* `:filter_modules` - Include only modules that match the given value. The
value can be a regex, a string (representing a regex), or a two-arity
function that receives the module and its metadata and returns true if the
module must be included. If a string or a regex is given, it will be matched
against the complete module name (which includes the "Elixir." prefix for
Elixir modules). If a module has `@moduledoc false`, then it is always excluded.
* `:formatters` - Formatter to use; default: ["html", "markdown", "epub"], options: "html", "markdown", "epub".
* `:footer` - When false, does not render the footer on all pages, except for
the required "Built with ExDoc" note.
* `:groups_for_extras`, `:groups_for_modules`, `:groups_for_docs`, and `:default_group_for_doc` -
See the "Groups" section.
* `:ignore_apps` - Apps to be ignored when generating documentation in an umbrella project.
Receives a list of atoms. Example: `[:first_app, :second_app]`.
* `:language` - Identify the primary language of the documents, its value must be
a valid [BCP 47](https://tools.ietf.org/html/bcp47) language tag. Default: "en".
* `:logo` - Path to a logo image file for the project. Must be PNG, JPEG or SVG. When
specified, the image file will be placed in the output "assets" directory, named
"logo.EXTENSION". The image will be shown within a 48x48px area. If using SVG, ensure
appropriate width, height and viewBox attributes are present in order to ensure
predictable sizing and cropping.
* `:main` - Main page of the documentation. It may be a module or a
generated page, like "Plug" or "api-reference". Default: "api-reference".
* `:markdown_processor` - The markdown processor to use,
either `module()` or `{module(), keyword()}` to provide configuration options.
* `:meta` - A keyword list or a map to specify `<meta>` tag attributes.
* `:nest_modules_by_prefix` - See the "Nesting" section.
* `:output` - Output directory for the generated docs. Default: "doc".
May be overridden by command line argument.
* `:redirects` - A map or list of tuples, where the key is the path to redirect from and the
value is the path to redirect to. The extension is omitted in both cases, i.e `%{"old-readme" => "readme"}`.
The destination may include an anchor, i.e `%{"old-readme" => "readme#section"}`.
See the "Changing documentation over time" section below for more.
* `:search` - A list of search engine configurations. See the "Search engines" section.
* `:skip_undefined_reference_warnings_on` - ExDoc warns when it can't create a `Mod.fun/arity`
reference in the current project docs (for example, because of a typo). This option controls when to
skip such warnings. This option can be a list of strings that will be checked for exact matches,
or a function that takes a *reference* and must return a boolean (`true` means "skip this").
*References* that are checked against this option (either whether they're in the given
list or whether they match the given function) are the relative filename, the "ID" of
the node (like `User.exists?/1`), or the module name. Examples for this option:
* `["Foo", "Bar.baz/0"]` - skip warnings for `Foo` and `Bar.baz/0`
* `&String.match?(&1, ~r/Foo/)` - skip warnings for any reference that matches the regex
* `["pages/deprecations.md"]` - skip warnings for any reference in the
`pages/deprecations.md` file
* `:skip_code_autolink_to` - Similar to `:skip_undefined_reference_warnings_on`, this option
controls which terms will be skipped by ExDoc when building documentation.
Useful for example if you want to highlight private modules or functions without warnings.
This option can be a function from a term to a boolean (e.g.: `&String.match?(&1, ~r/PrivateModule/)`)
or a list of terms (e.g.:`["PrivateModule", "PrivateModule.func/1"]`);
default is nothing to be skipped.
* `:source_beam` - Path to the beam directory; default: mix's compile path.
* `:source_url` - The source URL fallback if `:source_url` is not given at the project
configuration. See the following sections.
* `:source_ref` - The branch/commit/tag used for source link inference.
Default: "main".
* `:source_url_pattern` - Public URL of the project for source links. This is derived
automatically from the project's `:source_url` and `:source_ref` when using one of
the supported public hosting services (currently GitHub, GitLab, or Bitbucket). If
you are using one of those services with their default public hostname, you do not
need to set this configuration.
However, if using a different solution, or self-hosting, you will need to set this
configuration variable to a pattern for source code links. The value must be a string or
a function.
If a string, then it should be the full URI to use for links with the following
variables available for interpolation:
* `%{path}`: the path of a file in the repo
* `%{line}`: the line number in the file
For self-hosted GitLab/GitHub:
```text
https://mydomain.org/user_or_team/repo_name/blob/main/%{path}#L%{line}
```
For self-hosted Bitbucket:
```text
https://mydomain.org/user_or_team/repo_name/src/main/%{path}#cl-%{line}
```
If a function, then it must be a function that takes two arguments, path and line,
where path is either an relative path from the cwd, or an absolute path. The function
must return the full URI as it should be placed in the documentation.
### Using `:source_url` and `:source_ref` together
A common setup for a project or library is to set both `:source_url` and `:source_ref`. Setting
both of them will allow ExDoc to link to specific version of the code for a function or module
that matches the version of the docs. So if the docs have been generated for version 1.0.5 then
clicking on the source link in the docs will take the browser to the source code for the 1.0.5
version of the code instead of only the primary ref (for example, `main`).
A example setup looks like:
@version "0.30.10"
def project do
[
...
version: @version,
source_url: "https://github.com/USER/PROJECT",
docs: &docs/0
]
end
def docs do
[
...
source_ref: "v#{@version}"
]
end
If you use `source_ref: "v#{@version}"` then when publishing a new version of your package you
should run `git tag vVERSION` and push the tag. This way, ExDoc will generate links to the
specific version the docs were generated for.
## Additional pages (extras)
It is possible to attach additional pages to the documentation. Markdown extensions (and variations)
such as `.md`, `.livemd`, and `.cheatmd` rendered by extension. Other extensions are added as is.
When specifying extras, the allowed configuration is:
* `:title` - The title of the extra page. If not provided, the title will be inferred from the filename.
* `:filename` - The name of the generated file. If not provided, the filename will be inferred from
the source file.
* `:source` - The source file of the extra page. This is useful if you want to customize the filename or
title but keep the source file unchanged.
* `:search_data` - A list of terms to be indexed for autocomplete and search. If not provided, the content
of the extra page will be indexed for search. See the section below for more.
It is also possible to specify URLs, which are added as links to the sidebar:
* `:title` - The title of the extra page. If not provided, the title will be inferred from the extra name.
* `:url` - The external url to link to from the sidebar.
### Customizing search data
It is possible to fully customize the way a given extra is indexed, both in autocomplete and in search.
In most cases, this makes sense for _generated_ documentation. If `search_data` is provided, it completely
overrides the built in logic for indexing your document based on the headers and content of the document.
The following fields can be provided in a list of maps for `search_data`.
* `:anchor` - The anchor link for the search result. Use `""` to point to the top of the page.
* `:title` - The title of the result.
* `:type` - The type of the search result, such as "module", "function" or "section".
* `:body` - The main content or body of the search result, _as markdown_. Used in search, not autocomplete.
## Groups
ExDoc content can be organized in groups. This is done via the `:groups_for_extras`
and `:groups_for_modules`. For example, imagine you are storing extra guides in
your documentation which are organized per directory. In the extras section you
have:
extras: [
"guides/introduction/foo.md",
"guides/introduction/bar.md",
...
"guides/advanced/baz.md",
"guides/advanced/bat.md"
]
You can have those grouped as follows:
groups_for_extras: [
"Introduction": Path.wildcard("guides/introduction/*.md"),
"Advanced": Path.wildcard("guides/advanced/*.md")
]
Or via a regex:
groups_for_extras: [
"Introduction": ~r"/introduction/",
"Advanced": ~r"/advanced/"
]
External extras from a URL can also be grouped:
groups_for_extras: [
"Elixir": ~r"https://elixir-lang.org/",
"Erlang": ~r"https://www.erlang.org/"
]
Similar can be done for modules:
groups_for_modules: [
"Data types": [Atom, Regex, URI],
"Collections": [Enum, MapSet, Stream]
]
A regex or the string name of the module is also supported.
### Grouping functions, types, and callbacks
Types, functions, and callbacks inside a module can also be organized in groups.
#### Group metadata
By default, ExDoc respects the `:group` metadata field to determine in which
group an element belongs:
@doc group: "Queries"
def get_by(schema, fields)
The function above will be automatically listed under the "Queries" section in
the sidebar. The benefit of using `:group` is that it can also be used by tools
such as IEx during autocompletion. These groups are then displayed in the sidebar.
It is also possible to tell ExDoc to either enrich the group metadata or lookup a
different field via the `:default_group_for_doc` configuration. The default is:
default_group_for_doc: fn metadata -> metadata[:group] end
The `metadata` received contains all of the documentation metadata, such as `:group`,
but also `:module`, `:name`, `:arity` and `:kind` to help identify which entity is
currently being processed. For example, projects like Nx have a custom function that
converts "Queries" into "Function: Queries":
default_group_for_doc: fn metadata ->
if group = metadata[:group] do
"Functions: #{group}"
end
end
Finally, you can also use the `:groups_for_docs` which works similarly as the
one for modules/extra pages.
`:groups_for_docs` is a keyword list of group titles and filtering functions
that receive the documentation metadata and must return a boolean.
For example, imagine that you have an API client library with a large surface
area for all the API endpoints you need to support. It would be helpful to
group the functions with similar responsibilities together. In this case in
your module you might have:
defmodule APIClient do
@doc section: :auth
def refresh_token(params \\ [])
@doc subject: :object
def update_status(id, new_status)
@doc permission: :grant
def grant_privilege(resource, privilege)
end
And then in the configuration you can group these with:
groups_for_docs: [
Authentication: & &1[:section] == :auth,
Resource: & &1[:subject] == :object,
Admin: & &1[:permission] in [:grant, :write]
]
A function can belong to a single group only. The first group that matches
will be the one used. In case no group is found in `:groups_for_docs`,
the `:default_group_for_doc` callback is invoked. If it returns nil, it
then falls back to the appropriate "Functions", "Types" or "Callbacks"
section respectively.
#### Group descriptions
It is possible to display a description for each group under its respective section
in a module's page. This helps to better explain what is the intended usage of each
group elements instead of describing everything in the displayed `@moduledoc`.
Descriptions can be provided as `@moduledoc` metadata. Groups without descriptions are
also supported to define group ordering.
@moduledoc groups: [
"Main API",
%{title: "Helpers", description: "Functions shared with other modules."}
]
Descriptions can also be given in the `:default_group_for_doc` configuration:
default_group_for_doc: fn metadata ->
case metadata[:group] do
:main_api -> "Main API"
:helpers -> [title: "Helpers", description: "Functions shared with other modules."]
_ -> nil
end
end
Keyword lists or maps are supported in either case.
When using `:groups_for_docs`, if all the elements for a given group are matched then the
`:default_group_for_doc` is never invoked and ExDoc will not know about the description.
In that case, the description should be provided in the `@moduledoc` `:groups` metadata.
Whenever using the `:group` key, the groups will be ordered alphabetically.
If you also want control over the group order, you can also use the `:groups_for_docs`
which works similarly as the one for modules/extra pages.
#### Group ordering
Groups in the sidebar and main page body are ordered according to the following
rules:
* First, groups defined as `@moduledoc groups: [...]` in the given order.
* Then groups defined as keys in the `:groups_for_docs` configuration.
* Then default groups: Types, Callbacks and Functions.
* Finally, other groups returned by `:default_group_for_doc` by alphabetical order.
## Nesting
ExDoc also allows module names in the sidebar to appear nested under a given
prefix. The `:nest_modules_by_prefix` expects a list of module names, such as
`[Foo.Bar, Bar.Baz]`. In this case, a module named `Foo.Bar.Baz` will appear
nested within `Foo.Bar` and only the name `Baz` will be shown in the sidebar.
Note the `Foo.Bar` module itself is not affected.
This option is mainly intended to improve the display of long module names in
the sidebar, particularly when they are too long for the sidebar or when many
modules share a long prefix. If you mean to group modules logically or call
attention to them in the docs, you should probably use `:groups_for_modules`
(which can be used in conjunction with `:nest_modules_by_prefix`).
## HTML-specific configuration
### Search engines
ExDoc allows custom search engines via the `:search` key. Each search engine
is a map with the following keys:
* `:name` - The display name of the search engine (required)
* `:help` - A help text describing what the search engine does (required)
* `:url` - The optional search URL template, usually ending with `q=`
* `:packages` - An optional list of packages (or package-versions) to search on
https://hexdocs.pm. For example: `[:plug, :phoenix, ecto: "3.0.0", ecto_sql: "3.0.0"]`.
If no version is specified, it uses the package latest
If none of `:url` or `:packages` are given, ExDoc will use its default search engine
powered by Lunr.
When multiple search engines are configured, a dropdown selector will appear next to
the search bar allowing users to choose which engine to use. For example:
search: [
%{name: "FooBar", help: "Search on FooBar", url: "https://example.com/?q="},
%{name: "Local", help: "In-browser search"}
]
If only one search engine is configured, the dropdown selector will be hidden.
If no search engine is configured, only the built-in Lunr's is shown.
### Redirects and changing documentation over time
As your project grows, your documentation may very likely change, even structurally.
There are a few important things to consider in this regard:
* Links to your *extras* will break if you change or move file names.
* Links to your *modules, and mix tasks* will change if you change their name.
* Links to *functions* are actually links to modules with anchor links.
If you change the function name, the link does not break but will leave users
at the top of the module's documentation.
Because these docs are static files, the behavior of a missing page will depend on where they are hosted.
In particular, [hexdocs.pm](https://hexdocs.pm) will show a 404 page.
You can improve the developer experience on everything but function names changing
by using the `redirects` configuration. For example, if you changed the module `MyApp.MyModule`
to `MyApp.My.Module` and the extra `get-started.md` to `quickstart.md`, you can
setup the following redirects:
redirects: %{
"MyApp.MyModule" => "MyApp.My.Module",
"get-started" => "quickstart"
}
The destination may also include an anchor to redirect to a specific section:
redirects: %{
"old-page" => "new-page#relevant-section"
}
### `<meta>`-tags configuration
It is also possible to configure some of ExDoc behaviour using meta tags
by passing the `:meta` option
* `exdoc:autocomplete` - when set to "off", it disables autocompletion.
* `exdoc:autocomplete-limit` - Set to an integer to configure how many results
appear in the autocomplete dropdown. Defaults to 10.
You can also insert meta tags using `before_closing_head_tag` option.
### `docs_config.js`
ExDoc will automatically render a version dropdown on HTML pages if a
`docs_config.js` file is placed within the documentation.
This file may define the following global variables in JavaScript:
* `versionNodes` - an array of `{"version":"vNUMBER", "url":url}` listing
all documented versions and their URLs. ExDoc will automatically match
the version of the package with the one in the array to mark as current.
"""
@spec generate(String.t(), String.t(), [Path.t()], Keyword.t()) ::
[%{entrypoint: String.t(), warned?: boolean(), formatter: module()}]
def generate(project, version, source_beams, options)
when is_binary(project) and is_binary(version) and is_list(source_beams) and
is_list(options) do
# Clear it up for tests
_ = unset_warned()
retriever = Keyword.get(options, :retriever, ExDoc.Retriever)
extras_input = Keyword.get(options, :extras, [])
# Build configs independently (build both upfront for validation)
retriever_config = ExDoc.Config.build(options)
formatter_config = ExDoc.Formatter.Config.build(project, version, options)
# Retriever phase (run once for all formatters)
{modules, filtered} = retriever.docs_from_dir(source_beams, retriever_config)
extras = ExDoc.Extras.build(extras_input, retriever_config)
for formatter <- formatter_config.formatters do
formatter = find_formatter(formatter)
entrypoint = ExDoc.Formatter.run(formatter, formatter_config, modules, filtered, extras)
%{entrypoint: entrypoint, warned?: unset_warned(), formatter: formatter}
end
end
defp find_formatter(modname) when is_atom(modname),
do: modname
defp find_formatter("ExDoc.Formatter." <> _ = name),
do: Module.concat([name])
defp find_formatter(name),
do: Module.concat([ExDoc.Formatter, String.upcase(name)])
end