AshReports

A comprehensive, declarative reporting framework for the Ash ecosystem

AshReports provides a powerful DSL for defining reports with hierarchical band structures, chart generation, streaming data processing, multiple output formats (HTML, PDF, JSON, HEEX), and full internationalization support.

Quick Links

• 📊 Feature Status Matrix - What's ready for production
• 🚀 Quick Start - Get started in 5 minutes
• 📖 Documentation - Comprehensive guides
• 🔒 Security - Security policy and best practices
• 🗺️ Roadmap - What's coming next
• 🤝 Contributing - How to contribute

What is AshReports?

AshReports is a declarative reporting framework built on the Ash Framework that allows you to define complex reports using a DSL, then generate them in multiple formats with full internationalization support.

Key Features

• 📝 Declarative DSL - Define reports using Spark-powered DSL
• 📊 Band-Based Layout - Report/page headers/footers, detail, group sections
• 📈 Chart Generation - Bar, line, pie, area, scatter charts with Contex
• 🌊 Streaming Data - Memory-efficient processing via Ash.stream!
• 🌍 Internationalization - CLDR-based formatting for numbers, dates, currencies
• 📄 Multiple Formats - HTML, PDF (Typst), JSON, HEEX/LiveView output
• ⚡ LiveView Integration - Real-time interactive reports
• 🔐 Security Hardened - Safe against atom exhaustion attacks

Feature Status

Quick overview of what's production-ready:

For detailed feature breakdown and roadmap, see IMPLEMENTATION_STATUS.md

Quick Start

Installation

Add ash_reports to your dependencies in mix.exs:

def deps do
  [
    {:ash_reports, "~> 0.1.0"}
  ]
end

Then run:

mix deps.get

Define Your First Report

defmodule MyApp.Reports.SalesReport do
  use Ash.Domain,
    extensions: [AshReports.Domain]

  reports do
    report :monthly_sales do
      title("Monthly Sales Report")
      description("Sales report with totals")
      driving_resource(MyApp.Sales.Order)

      # Define parameters
      parameter :start_date, :date do
        required(true)
      end

      parameter :end_date, :date do
        required(true)
      end

      # Define variable for totals
      variable :grand_total do
        type :sum
        expression :total_amount
        reset_on :report
      end

      # Define report header
      band :report_header do
        type :title

        label :title do
          text("Monthly Sales Report")
          style(font_size: 24, font_weight: :bold)
        end
      end

      # Define detail section
      band :detail do
        type :detail

        field :order_id do
          source :order_id
        end

        field :customer_name do
          source :customer_name
        end

        field :order_date do
          source :order_date
          format :date
        end

        field :total_amount do
          source :total_amount
          format :currency
        end
      end

      # Define report footer with totals
      band :report_footer do
        type :summary

        label :total_label do
          text("Grand Total:")
          style(font_weight: :bold)
        end

        expression :grand_total_value do
          expression :grand_total
          format :currency
          style(font_weight: :bold)
        end
      end
    end
  end
end

Generate the Report

# Generate HTML report
{:ok, result} = AshReports.generate(
  MyApp.Reports.SalesReport,
  :monthly_sales,
  %{start_date: ~D[2024-01-01], end_date: ~D[2024-01-31]},
  :html
)

html_content = result.content

# Generate PDF report
{:ok, result} = AshReports.generate(
  MyApp.Reports.SalesReport,
  :monthly_sales,
  %{start_date: ~D[2024-01-01], end_date: ~D[2024-01-31]},
  :pdf
)

pdf_content = result.content

# Generate JSON export
{:ok, result} = AshReports.generate(
  MyApp.Reports.SalesReport,
  :monthly_sales,
  %{start_date: ~D[2024-01-01], end_date: ~D[2024-01-31]},
  :json
)

json_content = result.content

Documentation

User Guides

• Getting Started - Installation and first report
• Report Creation - Parameters, grouping, variables, formatting
• Graphs and Visualizations - Adding charts to reports
• Integration - Phoenix and LiveView integration
• Advanced Features - Formatting and current advanced capabilities
• ROADMAP.md - Planned features and development timeline

API Documentation

Generate API docs locally:

mix docs
open doc/index.html

Demo Application

For a complete working example with reports, charts, and a Phoenix LiveView interface, see the AshReportsDemo repository.

Advanced Features

Grouped Reports with Aggregations

report :sales_by_category do
  title("Sales by Category")
  driving_resource(MyApp.Sales.Order)

  # Define group
  group :by_category do
    level 1
    expression :category_name
    sort :asc
  end

  # Define variable for category totals
  variable :category_total do
    type :sum
    expression :amount
    reset_on :group
    reset_group 1
  end

  # Group header
  band :group_header do
    type :group_header
    group_level(1)

    field :category_name do
      source :category_name
      style(font_weight: :bold)
    end
  end

  # Detail records
  band :detail do
    type :detail

    field :order_id do
      source :order_id
    end

    field :product_name do
      source :product_name
    end

    field :amount do
      source :amount
      format :currency
    end
  end

  # Group footer with subtotal
  band :group_footer do
    type :group_footer
    group_level(1)

    label :total_label do
      text("Category Total:")
      style(font_weight: :bold)
    end

    expression :category_total_value do
      expression :category_total
      format :currency
      style(font_weight: :bold)
    end
  end
end

Band Padding and Spacing

Control the spacing within bands using the padding option. This is particularly useful for indenting detail rows in grouped reports or adding vertical spacing to section headers.

report :sales_by_region do
  title("Sales by Region")
  driving_resource(MyApp.Sales.Order)

  group :region do
    level 1
    expression :region_name
  end

  # Group header - no padding
  band :group_header do
    type :group_header
    group_level(1)

    field :region_name do
      source :region_name
      style(font_weight: :bold, font_size: 14)
    end
  end

  # Detail records - indented 20pt from left
  band :detail do
    type :detail
    padding left: "20pt"  # Indent detail rows

    field :order_id do
      source :order_id
    end

    field :customer_name do
      source :customer_name
    end

    field :amount do
      source :amount
      format :currency
    end
  end

  # Group footer with subtotal - moderate indent
  band :group_footer do
    type :group_footer
    group_level(1)
    padding left: "10pt", top: "5pt"  # Slight indent and top spacing

    label :total_label do
      text("Region Total:")
      style(font_weight: :bold)
    end

    expression :region_total do
      expression :region_total_var
      format :currency
    end
  end
end

Padding Options:

• Directional padding: padding left: "20pt", right: "10pt", top: "5pt", bottom: "5pt"
• Uniform padding: padding "15pt" (applies to all sides)
• Unspecified sides default to "5pt"

Common use cases:

• Indent detail rows under group headers
• Add vertical spacing between sections
• Create visual hierarchy in reports

Charts in Reports

Charts use a two-level architecture: define charts at the reports level, then reference them in bands.

defmodule MyApp.Reports do
  use Ash.Domain,
    extensions: [AshReports.Domain]

  reports do
    # Define reusable chart at reports level
    bar_chart :sales_by_month do
      data_source expr(aggregate_monthly_sales())

      config do
        width 800
        height 400
        title "Monthly Sales"
        type :grouped
        data_labels true
        colours ["4285F4", "34A853", "FBBC04"]
      end
    end

    # Use chart in report
    report :sales_report do
      title "Sales Report"
      driving_resource MyApp.Sales.Order

      bands do
        band :analytics do
          type :detail

          elements do
            # Reference the chart by name
            bar_chart :sales_by_month
          end
        end
      end
    end
  end
end

Streaming Large Datasets

# AshReports has streaming infrastructure for large datasets
# using Ash.stream! with keyset pagination for memory efficiency

{:ok, result} = AshReports.generate(
  MyApp.Reports.HugeReport,
  :all_transactions,  # Could be millions of records
  %{},
  :html
)

html_content = result.content

# Note: Streaming configuration DSL is planned.
# See ROADMAP.md Phase 4 for details.

Implementation Roadmap

AshReports is currently undergoing a comprehensive improvement process:

✅ Stage 1: Critical Blockers (Current - Week 1)

• [x] Fix broken test suite (DSL tests now passing)
• [x] Patch security vulnerabilities (atom exhaustion fixed)
• [ ] Document implementation status (in progress)

⏳ Stage 2: Test Infrastructure & Coverage (Weeks 2-3)

• Add renderer test coverage (0% → 70%)
• Add interactive engine tests
• Security hardening (remove process dictionary usage)

⏳ Stage 3: Code Quality & Refactoring (Weeks 4-5)

• Reduce code duplication (25% → <10%)
• Standardize patterns across modules

⏳ Stage 4-6: Architecture, Docs, Performance (Months 2-3)

• Template engine abstraction
• Comprehensive documentation
• Performance optimization
• Production hardening

For detailed roadmap, see IMPLEMENTATION_STATUS.md

Security

AshReports takes security seriously. We have:

• ✅ Fixed atom table exhaustion vulnerabilities (HIGH severity)
• ✅ Implemented whitelist-based validation for user input
• ✅ Created comprehensive security documentation
• 🔄 Ongoing process dictionary removal (MEDIUM severity)

To report security vulnerabilities, see SECURITY.md

System Requirements

• Elixir: 1.14 or later
• Erlang/OTP: 25 or later
• Ash Framework: 3.0 or later
• PostgreSQL: 13+ (if using AshPostgres)

Troubleshooting

Common Issues

Q: Test compilation errors

• Ensure all dependencies are installed: mix deps.get
• Compile dependencies: mix deps.compile
• Try cleaning: mix clean && mix compile

Q: Atom exhaustion warnings

• Update to latest version (fixed in v0.1.1+)
• See SECURITY.md for details

Q: Charts not rendering

• Verify chart configuration DSL
• Check data format matches chart type
• Review chart type support (bar, line, pie, area, scatter)

Q: Memory issues with large reports

• Use streaming for datasets >10,000 records (automatic)
• Adjust batch_size in streaming configuration
• Consider using keyset pagination for optimal performance

For more troubleshooting help, see user guides or open an issue.

Testing

Run the test suite:

# Run all tests
mix test

# Run specific test file
mix test test/ash_reports/dsl_test.exs

# Run tests with coverage
mix test --cover

# Run tests excluding slow integration tests
MIX_ENV=test mix test --exclude integration

Current test status:

• DSL & Entity Tests: ✅ 75/75 passing
• Chart Tests: ✅ Passing
• Renderer Tests: ❌ 0% coverage (Stage 2 priority)

Performance

Expected performance characteristics:

Note: PDF generation uses Typst for high-quality output. JSON is fastest format.

Contributing

We welcome contributions! However, the project is currently undergoing major refactoring:

Current Status: Stage 1 of 6-stage improvement plan Timeline: 3-4 months for full completion Coordination: Required to avoid merge conflicts

How to Contribute Now

1. Report Issues - Bug reports are always welcome
2. Documentation - Help improve docs and examples
3. Wait for CONTRIBUTING.md - Full contributor guide coming in Stage 5

Contribution Guidelines (Preliminary)

• Follow Elixir style guide
• Add tests for all new features
• Update documentation
• Keep commits focused and atomic
• Write clear commit messages

Full CONTRIBUTING.md coming in Stage 5 (Month 2)

Community & Support

• Issues: GitHub Issues
• Discussions: GitHub Discussions
• Ash Community: Ash Framework Discord

License

Copyright 2024 Accountex Organization

Licensed under the MIT License. See LICENSE for details.

Acknowledgments

Built with:

• Ash Framework - Declarative resource framework
• Spark - DSL creation library
• Contex - Chart generation
• CLDR - Internationalization
• Typst - Document typesetting for PDF generation

Project Status

Current: Stage 1.3 (Implementation Status Documentation) Grade: B+ (Production-capable with gaps) Target: A (Production-ready) ETA: 3-4 months

See IMPLEMENTATION_STATUS.md for complete details.