exdoc-config

name	exdoc-config
description	Configures ExDoc for Elixir projects including mix.exs setup, extras, groups, cheatsheets, and livebooks. Use when setting up or modifying ExDoc documentation generation.

ExDoc Configuration

Quick Reference

Topic	Reference
Markdown, cheatsheets (.cheatmd), livebooks (.livemd)	references/extras-formats.md
Custom head/body tags, syntax highlighting, nesting, annotations	references/advanced-config.md

Gates

Use this sequence before claiming ExDoc is wired correctly or that docs build:

1. Dependencies resolved — Run mix deps.get from the project root. Pass: exit code 0, and mix.exs includes ex_doc as in Dependency Setup (or the project’s equivalent dev-only docs dep).
2. Extra paths real — For every path string in extras/0 (and in groups_for_extras/0 if used), confirm that path exists in the repo or you have just created that file. Pass: no stale or typo paths remain when you run mix docs.
3. Docs build — Run mix docs. Pass: exit code 0, and the HTML entry exists at <output>/index.html (default <project>/doc/index.html; use docs: [output: ...] if you changed output).

For cheatsheets, livebooks, or custom head/body assets, follow the same “path exists before listing” rule; see When to Load References.

Dependency Setup

Add ExDoc to mix.exs deps:

defp deps do
  [
    {:ex_doc, "~> 0.34", only: :dev, runtime: false}
  ]
end

Project Configuration

Configure your project/0 function in mix.exs:

def project do
  [
    app: :weather_station,
    version: "0.1.0",
    elixir: "~> 1.17",
    start_permanent: Mix.env() == :prod,
    deps: deps(),

    # ExDoc
    name: "WeatherStation",
    source_url: "https://github.com/acme/weather_station",
    homepage_url: "https://acme.github.io/weather_station",
    docs: docs()
  ]
end

The docs/0 Function

Define a private docs/0 function to keep project config clean:

defp docs do
  [
    main: "readme",
    logo: "priv/static/images/logo.png",
    output: "doc",
    formatters: ["html", "epub"],
    source_ref: "v#{@version}",
    extras: extras(),
    groups_for_modules: groups_for_modules(),
    groups_for_extras: groups_for_extras()
  ]
end

Key Options

Option	Default	Description
main	"api-reference"	Landing page module name or extra filename (without extension)
logo	nil	Path to logo image displayed in sidebar
output	"doc"	Output directory for generated docs
formatters	["html"]	List of output formats ("html", "epub")
source_ref	"main"	Git ref used for "View Source" links
assets	nil	Map of source directory to target directory for static assets
deps	[]	Links to dependency documentation

Setting the Landing Page

The main option controls what users see first:

# Use the README as the landing page (most common)
docs: [main: "readme"]

# Use a specific module as the landing page
docs: [main: "WeatherStation"]

# Use a custom guide
docs: [main: "getting-started"]

The value matches the extra filename without its extension, or a module name.

Extras

Extras are additional pages beyond the API reference. Add them as a list of file paths:

defp extras do
  [
    "README.md",
    "CHANGELOG.md",
    "LICENSE.md",
    "guides/getting-started.md",
    "guides/configuration.md",
    "guides/deployment.md",
    "cheatsheets/query-syntax.cheatmd",
    "notebooks/data-pipeline.livemd"
  ]
end

Controlling Extra Titles

By default, ExDoc uses the first h1 heading as the title. Override with a keyword tuple:

defp extras do
  [
    {"README.md", [title: "Overview"]},
    {"CHANGELOG.md", [title: "Changelog"]},
    "guides/getting-started.md"
  ]
end

Ordering

Extras appear in the sidebar in the order listed. Put the most important pages first:

defp extras do
  [
    "README.md",
    "guides/getting-started.md",
    "guides/architecture.md",
    "guides/deployment.md",
    "CHANGELOG.md"
  ]
end

Grouping

Grouping Modules

Organize modules into logical sections in the sidebar:

defp groups_for_modules do
  [
    "Sensors": [
      WeatherStation.Sensor,
      WeatherStation.Sensor.Temperature,
      WeatherStation.Sensor.Humidity,
      WeatherStation.Sensor.Pressure
    ],
    "Data Processing": [
      WeatherStation.Pipeline,
      WeatherStation.Pipeline.Transform,
      WeatherStation.Pipeline.Aggregate
    ],
    "Storage": [
      WeatherStation.Repo,
      WeatherStation.Schema.Reading,
      WeatherStation.Schema.Station
    ]
  ]
end

Use regex to group by pattern:

defp groups_for_modules do
  [
    "Sensors": [~r/Sensor/],
    "Schemas": [~r/Schema/],
    "Pipeline": [~r/Pipeline/]
  ]
end

Modules not matching any group appear under a default "Modules" heading.

Grouping Functions

Group functions within a module using groups_for_docs:

defp docs do
  [
    groups_for_docs: [
      "Lifecycle": &(&1[:section] == :lifecycle),
      "Queries": &(&1[:section] == :queries),
      "Mutations": &(&1[:section] == :mutations)
    ]
  ]
end

Tag functions in your module with @doc metadata:

@doc section: :lifecycle
def start_link(opts), do: GenServer.start_link(__MODULE__, opts)

@doc section: :queries
def get_reading(station_id), do: Repo.get(Reading, station_id)

Grouping Extras

Organize guides, cheatsheets, and notebooks in the sidebar:

defp groups_for_extras do
  [
    "Guides": [
      "guides/getting-started.md",
      "guides/configuration.md",
      "guides/deployment.md"
    ],
    "Cheatsheets": [
      "cheatsheets/query-syntax.cheatmd",
      "cheatsheets/ecto-types.cheatmd"
    ],
    "Tutorials": [
      "notebooks/data-pipeline.livemd",
      "notebooks/sensor-setup.livemd"
    ]
  ]
end

Use glob patterns for convenience:

defp groups_for_extras do
  [
    "Guides": ~r/guides\/.*/,
    "Cheatsheets": ~r/cheatsheets\/.*/,
    "Tutorials": ~r/notebooks\/.*/
  ]
end

Dependency Doc Links

Link to documentation for your dependencies so ExDoc cross-references resolve:

defp docs do
  [
    deps: [
      ecto: "https://hexdocs.pm/ecto",
      phoenix: "https://hexdocs.pm/phoenix",
      plug: "https://hexdocs.pm/plug"
    ]
  ]
end

This enables references like t:Ecto.Schema.t/0 to link directly to the dependency docs.

Generating Docs

# Generate HTML docs
mix docs

# Open in browser
open doc/index.html

Complete mix.exs Example

defmodule WeatherStation.MixProject do
  use Mix.Project

  @version "1.3.0"
  @source_url "https://github.com/acme/weather_station"

  def project do
    [
      app: :weather_station,
      version: @version,
      elixir: "~> 1.17",
      start_permanent: Mix.env() == :prod,
      deps: deps(),
      name: "WeatherStation",
      source_url: @source_url,
      homepage_url: "https://acme.github.io/weather_station",
      docs: docs()
    ]
  end

  defp docs do
    [
      main: "readme",
      logo: "priv/static/images/logo.png",
      source_ref: "v#{@version}",
      formatters: ["html"],
      extras: extras(),
      groups_for_modules: groups_for_modules(),
      groups_for_extras: groups_for_extras(),
      deps: [
        ecto: "https://hexdocs.pm/ecto",
        phoenix: "https://hexdocs.pm/phoenix"
      ]
    ]
  end

  defp extras do
    [
      "README.md",
      "CHANGELOG.md",
      "guides/getting-started.md",
      "guides/configuration.md",
      "guides/deployment.md",
      "cheatsheets/query-syntax.cheatmd",
      "notebooks/data-pipeline.livemd"
    ]
  end

  defp groups_for_modules do
    [
      "Sensors": [~r/Sensor/],
      "Data Processing": [~r/Pipeline/],
      "Storage": [~r/Schema|Repo/]
    ]
  end

  defp groups_for_extras do
    [
      "Guides": ~r/guides\/.*/,
      "Cheatsheets": ~r/cheatsheets\/.*/,
      "Tutorials": ~r/notebooks\/.*/
    ]
  end

  defp deps do
    [
      {:phoenix, "~> 1.7"},
      {:ecto_sql, "~> 3.12"},
      {:ex_doc, "~> 0.34", only: :dev, runtime: false}
    ]
  end
end

When to Load References

• Setting up cheatsheets or livebooks as extras -> extras-formats.md
• Injecting custom CSS/JS, configuring syntax highlighting, or tuning module nesting -> advanced-config.md