Declarative Documents

PaperForge 1.4 compiles versioned .paperforge JSON templates into the same PaperForge.Flow Layout IR used by the Elixir authoring API. Templates contain data only: the compiler does not evaluate Elixir expressions or arbitrary functions.

Lifecycle

.paperforge JSON
|-- parse
|-- validate template and input data
|-- resolve design library, theme, and layout
|-- expand variables, conditions, loops, and components
|-- compile PaperForge.Flow Layout IR
`-- paginate and render PDF

Use parse/1 for JSON already in memory, load/1 for a file, validate/2 to check a template and its input, compile/3 to inspect Layout IR, and render/3 to produce a document.

with {:ok, template} <- PaperForge.Declarative.load("invoice.paperforge"),
     :ok <- PaperForge.Declarative.validate(template, invoice_data),
     {:ok, document, report} <- PaperForge.Declarative.render(template, invoice_data),
     :ok <- PaperForge.write(document, "invoice.pdf") do
  {:ok, report.pages}
end

Root Format

Every template requires "version": "1".

Variables And Validation

Supported types are string, number, integer, boolean, list, map, and any. Schemas support min, max, min_length, max_length, pattern, enum, recursive list items, map properties, required_properties, and additional_properties. String formats include url, color, and file.

{
  "variables": {
    "customer": {"type": "map", "required": true},
    "items": {"type": "list", "required": true},
    "show_terms": {"type": "boolean", "default": true}
  }
}

Use {{customer.name}} to interpolate a nested value. An interpolation that occupies the entire JSON string preserves the original value type, allowing a list such as {{items}} to become table rows. Interpolation inside a longer string converts the value to text.

Unknown template properties are rejected. Pass reject_unknown_data: true to reject undeclared input keys as well. Validation errors are PaperForge.Declarative.Error structs containing :code, JSON :path, :message, optional :details, and, when loaded from disk, the exact :source, :line, and :column. Template errors point to the relevant .paperforge property. CLI data errors point to the relevant property in the supplied JSON data file. Input data can be untrusted; it is never converted to executable code.

Conditions

{
  "if": "show_terms",
  "then": [{"type": "paragraph", "text": "Payment is due in 30 days."}],
  "else": [{"type": "paragraph", "text": "Terms are available on request."}]
}

Values other than null, false, 0, an empty string, or an empty list are truthy.

Object expressions support eq, neq, gt, gte, lt, lte, contains, empty, and, or, and not:

{
  "if": {"left": "{{growth}}", "operator": "lt", "right": 0},
  "then": [{"type": "paragraph", "text": "Growth requires attention."}]
}

Loops

String and object syntax are supported:

{
  "for": "item in items",
  "blocks": [
    {"type": "paragraph", "text": "{{item.name}} - {{item.total}}"}
  ]
}

{"for": {"each": "items", "as": "item"}, "blocks": []}

Components

Components are reusable block groups with optional defaults, validated prop schemas, required props, named slots, nested content, and visual variants. Props are merged into the current variable context for each component instance.

{
  "design_system": {
    "components": {
      "metric": {
        "defaults": {"change": "No change"},
        "blocks": [
          {"type": "heading", "text": "{{value}}"},
          {"type": "paragraph", "text": "{{label}} / {{change}}"}
        ]
      }
    }
  },
  "blocks": [
    {
      "component": "metric",
      "props": {"label": "Revenue", "value": "$12M", "change": "+8%"}
    }
  ]
}

Direct and indirect component cycles are rejected. Expansion is bounded to 64 nested levels, with configurable limits for blocks, loop iterations, table rows, and input-data bytes.

Components In Separate Files

A component can live entirely in its own .paperforge file:

{
  "version": "1",
  "kind": "component",
  "name": "status_panel",
  "props": {
    "title": {"type": "string", "required": true},
    "status": {"type": "string", "enum": ["healthy", "attention"]}
  },
  "slots": {
    "details": {"required": false}
  },
  "variants": {
    "compact": {
      "blocks": [
        {"type": "paragraph", "text": "{{title}}: {{status}}"}
      ]
    }
  },
  "blocks": [
    {"type": "heading", "text": "{{title}}"},
    {"type": "paragraph", "text": "Status: {{status}}"},
    {"slot": "details"}
  ]
}

Load and use it from a document:

{
  "version": "1",
  "components": ["components/status_panel.paperforge"],
  "blocks": [
    {
      "component": "status_panel",
      "variant": "compact",
      "props": {"title": "Platform", "status": "healthy"},
      "slots": {
        "details": [
          {"type": "paragraph", "text": "All regions are operating normally."}
        ]
      }
    }
  ]
}

Component files may list their own components, so a section can be assembled from cards, labels, tables, and charts stored in other files. Loading is rooted, cycle-checked, deterministic, and independent of Elixir source. The release showcase keeps its composed components inline so one file demonstrates the complete format.

Optional Trusted Components

Most reusable designs should use component files. For low-level operations that cannot yet be expressed as declarative blocks, application-owned drawing code can still be exposed safely through a registry. A template can invoke only names explicitly registered by the host:

registry =
  PaperForge.Declarative.Registry.new(resource_root: "templates")
  |> PaperForge.Declarative.Registry.component(
    :executive_cover,
    fn props, _slots -> build_cover(props) end,
    props: %{"company" => %{"type" => "string", "required" => true}},
    variants: [:default, :compact]
  )

PaperForge.Declarative.compile(template, data, registry: registry)

{
  "component": "executive_cover",
  "variant": "compact",
  "props": {"company": "{{company}}"}
}

Registry renderers receive validated props and compiled slot flows. Template content never selects an arbitrary module or function.

For offline CLI validation, declare the same component name and prop schema in design_system.components with an empty blocks list. The CLI validates that interface without executing application code; at runtime an explicitly registered trusted renderer takes precedence.

Design Systems

PaperForge.DesignSystem is an immutable library of tokens, styles, visual components, layouts, and themes. Libraries can be created in Elixir, embedded in a .paperforge file, or merged. The inline library takes precedence over an externally supplied library.

design_system =
  PaperForge.DesignSystem.new()
  |> PaperForge.DesignSystem.token(:brand, "#075985")
  |> PaperForge.DesignSystem.style(:title, %{"size" => 24, "color" => "$brand"})
  |> PaperForge.DesignSystem.theme(:executive, %{
    "styles" => %{"title" => %{"size" => 28}}
  })

PaperForge.Declarative.render(template, data,
  design_system: design_system,
  theme: :executive
)

Token references begin with $ and support nested paths such as $colors.primary. Color tokens accept #RGB and #RRGGBB values. Themes may use extends and are resolved with cycle detection. Child values override parent values through recursive map merging.

Layouts provide shared document options, layout options, metadata, page templates, and default blocks. A template selects one with "layout": "annual_report" and can override any layout field.

Supported Blocks

• heading, paragraph, and rich_text
• table, list, grid, and columns
• image, svg, and chart
• html, markdown, and math
• equation, equation_reference, and bibliography
• footnote and endnotes
• annotation for common PDF review annotations
• qr_code and barcode
• spacer, separator, and page_break
• table_of_contents and reference

Block-specific values use content or their named fields: columns and rows for tables, cells for grids, and paragraphs for columns. Common options live under options and compile to existing PaperForge.Flow options. Page templates accept either one numeric margins value or individual top, right, bottom, and left values in a margins object.

rich_text runs accept font, size, color, weight, and style options. Use "weight": "bold" for genuine built-in or registered bold font variants; the renderer measures each run with the same variant used in the PDF.

Charts accept [label, value] pairs and options.chart_type values bar, line, area, scatter, pie, or donut. Use color for a single-series accent or colors for a reusable palette. show_values, line_width, point_radius, and inner_radius control the marks. background_color and label_color let each chart panel follow the document theme without leaving the declarative format. chart_padding reserves interior space around marks, value labels, and axis labels; it defaults to 12 points.

Imported Markup And Math

html accepts the documented safe HTML/CSS subset and markdown accepts CommonMark. Both compile into ordinary measured blocks. math accepts a JSON Math AST containing symbol, row, fraction, root, matrix, superscript, subscript, or integral nodes.

HTML tables can style table, th, and td with colors, backgrounds, typography, padding, line height, borders, horizontal and vertical alignment, and width. tr:nth-child(even) provides deterministic row striping. Complex browser layout and scripting remain outside the import contract.

The same safe subset supports simple and compound element/class/ID selectors, inline declarations, built-in PDF font families, text transformation, backgrounds, borders, padding, sizing, vertical margins, list markers, hyphenation, widow/orphan controls, hidden content, paged-media breaks, and image fit and position. Use strict_css: true to reject unsupported declarations during template validation.

Use equation with the same ast field for automatic numbering and a stable equation-N destination. equation_reference accepts number and can format the final page through options.text. bibliography accepts string entries or objects containing author, title, publisher, and year.

[
  {
    "type": "equation",
    "ast": {
      "fraction": {
        "numerator": {"symbol": "1"},
        "denominator": {"symbol": "2"}
      }
    }
  },
  {"type": "equation_reference", "number": 1},
  {
    "type": "bibliography",
    "entries": [
      {"author": "PaperForge Contributors", "title": "Scientific authoring", "year": 2026}
    ]
  }
]

Forms And Annotations

Root-level forms are applied after pagination so their one-based page and PDF-coordinate rect values remain stable. Supported types are text, checkbox, button, radio, list, combo, and signature. Choice fields accept options; calculated fields accept sum, product, or average over named fields. Radio fields declare one or more page/rect/value choices. origin defaults to bottom_left, matching native PDF coordinates. Set it to top_left when aligning fields with flowing content authored from the visual top-left page origin.

{
  "forms": [
    {
      "type": "text",
      "name": "reviewer",
      "page": 1,
      "rect": [72, 90, 280, 111],
      "border_radius": 5,
      "border_width": 0.75,
      "border_color": "0.65 0.72 0.75"
    },
    {
      "type": "radio",
      "name": "decision",
      "value": "approve",
      "choices": [
        {"page": 1, "rect": [72, 50, 90, 68], "value": "approve"},
        {"page": 1, "rect": [110, 50, 128, 68], "value": "revise"}
      ]
    }
  ]
}

The rectangle controls the physical field size. Compact web-like controls can use heights around 18-21 points for text and 11-14 points for checkboxes. Appearance options include background_color, border_color, border_width, border_radius, check_color, and check_width.

An annotation block accepts annotation_type: note, highlight, underline, strikeout, stamp, free_text, square, circle, ink, or file_attachment. Geometry and annotation metadata live under options. Attachment bytes must come from validated template data or a trusted component; templates do not gain arbitrary filesystem access.

PDF page import and document composition are intentionally application-level operations through PaperForge.Interoperability. They change the complete document graph and can open external files, so .paperforge does not provide a block that reads or combines arbitrary PDFs.

Imports, Resources, And Limits

load/2 resolves imports, libraries, and includes relative to the source file and rejects paths outside root:. Import cycles, count limits, and maximum template bytes are checked before compilation. PaperForge.Declarative.Registry.new/1 applies the same root policy to local images, fonts, attachments, and format: "file" values; remote resources are restricted to configured URL schemes.

Default compilation limits are 10,000 blocks, 10,000 loop iterations, 50,000 table rows, and 10 MB of input data. Override them with limits: only after setting application-level CPU, memory, and job timeouts.

Validation, Schema, And Cache

Validate without rendering:

mix paper_forge.validate report.paperforge report.json --root templates

PaperForge.Declarative.schema_path/0 returns the bundled Draft 2020-12 JSON Schema. Version "0" documents using schema and content migrate to version "1" through migrate/1; unsupported versions fail explicitly.

Every compiled result contains a deterministic SHA-256 template_hash and a stable template_id. compile_cached/3 uses a bounded process-local cache; templates with registered Elixir components bypass it so closures and runtime state are never cached accidentally.

Security, Protection, And Compliance

Templates may declare output policy without embedding credentials:

{
  "security": {
    "algorithm": "aes_256",
    "permissions": {
      "print": "high_resolution",
      "copy": false,
      "modify": false,
      "extract": false
    }
  },
  "signature": {
    "algorithm": "ps256",
    "reason": "Contract approval",
    "location": "Monterrey, Mexico",
    "contact_info": "legal@example.com"
  },
  "protection": {
    "watermark": {
      "text": "CONFIDENTIAL",
      "opacity": 0.12,
      "color": "#64748B",
      "angle": 35
    },
    "policy": {
      "allowed_uri_schemes": ["https", "mailto"],
      "allowed_hosts": ["documents.example.com"],
      "allow_attachments": true,
      "max_attachments": 5,
      "max_attachment_bytes": 5000000,
      "allowed_attachment_mimes": ["application/pdf", "text/csv"]
    }
  },
  "compliance": {
    "profiles": ["pdf_ua_1"],
    "language": "en-US",
    "title": "Accessible contract"
  }
}

security may contain user_password and owner_password, allowing a template to produce an encrypted PDF without Elixir write options:

{
  "security": {
    "algorithm": "aes_256",
    "user_password": "reader-secret",
    "owner_password": "owner-secret",
    "permissions": {"print": "high_resolution", "copy": false}
  }
}

Embedded passwords are plain text in the template. Keep them only in controlled templates or examples. For shared templates and production secret rotation, omit them from .paperforge and pass them at the final output boundary instead. Runtime options override embedded values:

PaperForge.Declarative.write(template, data, "contract.pdf",
  security: [
    user_password: "reader-secret",
    owner_password: System.fetch_env!("PDF_OWNER_PASSWORD")
  ],
  signature: [
    certificate:
      {:pkcs8,
       key_path: "secrets/signing-key.pem",
       cert_path: "secrets/signing-chain.pem",
       password: System.get_env("PDF_KEY_PASSWORD")}
  ]
)

The default PKCS#8 provider runs entirely in Elixir/OTP. Selecting {:pkcs12, path, options} is optional and invokes OpenSSL at runtime. A custom provider: can integrate HSM or cloud signing without changing the template. Keeping credentials at write time prevents a compiled template, cache entry, source file, or ordinary data map from retaining secrets. PDF/A profiles require icc_profile and cannot be combined with encryption. Use PaperForge.Compliance.validate/2 and an external validator such as VeraPDF for release certification.

Trust Boundary

The JSON parser and variable engine are safe for untrusted input data. Template authors still control links and document complexity. Keep templates in an application-controlled repository or authenticated template system, configure an explicit resource root, retain the built-in limits, and use normal application job isolation.

Complete Example

Render the self-contained declarative report with the CLI or application API:

mix paper_forge.validate examples/paper_forge_1_4_showcase.paperforge

The template at examples/paper_forge_1_4_showcase.paperforge contains default data, inline reusable components, themes, navigation, a chart, a table, QR output, security policy, protection policy, and tagged-PDF preparation. The companion examples/paper_forge_1_4_showcase.exs demonstrates the same report domain with full low-level visual control.