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helicalinsight/README.md

Helical Insight

Helical Insight is an open-source business intelligence (BI) and analytics platform. It lets teams connect to data sources, explore metadata, build ad hoc reports and dashboards, schedule deliveries, and export results — all from a modern web interface.

Video Overview

Watch the Helical Insight Introduction

Features

  • Ad hoc reporting — drag-and-drop report designer with tables, charts, crosstabs, and custom visualizations
  • Dashboard designer — interactive dashboards with filters and drill-down
  • Metadata management — connect to JDBC, NoSQL, and middleware data sources
  • Scheduling — email and automate report delivery
  • Export — PDF, Excel, and other formats (Chrome-based rendering on the server)
  • Administration — users, roles, plugins, and system configuration
  • Instant BI — Easily ask questions in natural language to get instant visual insights. It includes the flexibility to **Bring Your Own LLM (BYOL) model.
  • Canned Report - Create professional reports ideal for invoices, financial statements, compliance documents, and operational needs.

Demo

Helical Insight Introduction

Repository outlook

This repository contains two components:

Component Directory Stack
Backend server/ Java 21, Spring, Hibernate, Apache Tomcat (WAR)
Frontend client/ React 17, Redux, Ant Design

Quick start

Prerequisites

Tool Version
JDK 21+
Maven 3.8+
Node.js 18+
npm 9+
Apache Tomcat 11.x+ (native backend only)
Docker + Compose Optional — fastest way to run everything

Verify tools:

# Linux / macOS
./scripts/check-prerequisites.sh

# Windows PowerShell
.\scripts\check-prerequisites.ps1

1. Clone the repository

git clone https://github.com/helicalinsight/helicalinsight.git
cd helicalinsight

2. Fastest path — Docker (recommended)

cp .env.example .env   # optional — defaults work for local dev
# Windows PowerShell: Copy-Item .env.example .env
docker compose -f docker-compose.dev.yml up --build
URL Purpose
http://localhost:3000 React frontend
http://localhost:8080/hi-ce/hi.html Backend (Tomcat)

3. Native development

Prepare paths and directories:

# Linux / macOS
./scripts/setup-dev.sh

# Windows PowerShell
.\scripts\setup-dev.ps1

Backend — see server/README.md:

cd server
mvn clean package -DskipTests
# Deploy as hi-ce.war so the frontend context path matches:
# copy presentation/target/hi-ce-7.0.0.war → $CATALINA_HOME/webapps/hi-ce.war

Run ./scripts/setup-dev.sh (or .\scripts\setup-dev.ps1) before the first build to patch hi-repository paths. Database settings in persistence.xml come from Maven profiles (dev, docker, production) — use mvn clean package -DskipTests or -Denv=docker for PostgreSQL.

Frontend — see client/README.md:

cd client
npm ci --legacy-peer-deps
npm run start18
# Open http://localhost:3000

The dev proxy points at http://localhost:8080 by default.

4. Log in

On first startup, the backend creates two default users (password matches username):

Username Role
hiadmin Administrator
hiuser Standard user

Change these credentials immediately in any non-development environment.

Docker

Compose file Purpose
docker-compose.dev.yml OSS local dev — Postgres + backend + frontend

Component Dockerfiles:

Component Dockerfile Documentation
Backend server/Dockerfile server/README.md#docker
Frontend client/Dockerfile client/README.md#docker

Repository structure

├── client/                  # React frontend application
├── server/                  # Java backend (Maven multi-module WAR)
│   ├── core/                # Core framework and services
│   ├── adhoc/               # Ad hoc reporting engine
│   ├── export/              # Report export (Chrome/PDF)
│   ├── scheduling/          # Job scheduling (Quartz)
│   ├── presentation/        # WAR packaging → hi-ce-7.0.0.war
│   └── hi-repository/       # System configuration and templates
├── scripts/                 # Dev setup and prerequisite checks
├── docker-compose.dev.yml   # One-command local dev stack
├── .env.example             # Environment variable template
└── README.md

Note: The WAR artifact is named hi-ce-7.0.0.war but is deployed as hi-ce.war so the Tomcat context path /hi-ce matches the React frontend.

Contributing

See CONTRIBUTING.md.

License

See the LICENSE and LICENSE-HICL files in the repository root. If no license file is present yet, contact Helical Insight for licensing terms before redistribution.

Support

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