```markdown

`📚 BookEz Software – Project Documentation`





A comprehensive documentation for your BookEz npm package, which includes React component libraries and utilities for book-keeping, accounting, banking, and finance applications.



---



📋 Index



1. Overview

2. File & Configuration Summary

   1. .gitattributes

   2. .gitignore

   3. postcss.config.mjs

   4. package.json

   5. package-lock.json

   6. tsconfig.json

   7. tsup.config.ts

   8. readme.md

3. Core Architecture

   - Component Structure

   - Build & TypeScript Pipeline

   - UI Theming & Customization

4. Dependency Management

5. Development Workflow

6. Appendix: Diagrams



---



Overview



BookEz Software is a modular npm package providing reusable React UI components and utilities for building accounting, banking, and finance apps — with special support for transaction tables, Plaid bank integrations, state/context management, and highly customizable theming.



---



File & Configuration Summary



Below you'll find a description and explanation for every key configuration and documentation file.



$3



| Setting       | Purpose                                                                                                                       |

| ------------- | ----------------------------------------------------------------------------------------------------------------------------- |

|

* text=auto

 | Automatically normalizes line endings to LF (Unix style) during git checkout/commit, ensuring cross-platform consistency. |



Example:

plaintext

Auto detect text files and perform LF normalization

* text=auto





---



$3



| Pattern        | What it Does                                                            |

| -------------- | ----------------------------------------------------------------------- |

|

node_modules

 | Ignores the local dependencies folder (auto-generated by npm/yarn/pnpm) |

|

dist

         | Prevents build artifacts from being committed to source control         |



Example:

plaintext

node_modules

dist





---



$3



This file configures PostCSS plugins used in your CSS processing pipeline.



Content:

js

export default { plugins: { "@tailwindcss/postcss": {} } };





- Enables: Tailwind CSS via PostCSS for advanced utility-first CSS support.

- Extensible: Add other PostCSS plugins as needed.



---



$3



Your main npm manifest, describing the package, dependencies, scripts, and build definitions.



| Key                 | Description                                                                  |

| ------------------- | ---------------------------------------------------------------------------- |

|

name | Package name (bookez_software

)                                             |

|

version

           | Current version (1.0.1)                                                      |

|

keywords

          | Useful for npm search & discoverability (book-keeping, finance, plaid, etc.) |

|

license

           | MIT                                                                          |

|

main/module/types

 | Entrypoints for CJS, ESM, and TypeScript types                               |

|

scripts

           | Build, Dev, and Lint commands                                                |

|

peerDependencies

  | Ensures compatibility with React 18/19 (and ReactDOM)                        |

|

dependencies

      | UI, state, form, API, and chart utilities (see table below)                  |

|

devDependencies

   | Build, type, and style tooling                                               |

|

exports

           | Dual ESM/CJS support                                                         |



#### Notable Dependencies



| Dependency                                       | Purpose                                            |

| ------------------------------------------------ | -------------------------------------------------- |

|

@radix-ui/*

                                    | Accessible, headless React UI Primitives           |

|

@tailwindcss/postcss, tailwindcss, postcss

 | Utility-first CSS framework, processed via PostCSS |

|

@tanstack/react-table

                          | Advanced data grid and table rendering             |

|

axios

                                          | HTTP client for API requests                       |

|

chart.js, react-chartjs-2, recharts

        | Data visualization and charting libraries          |

|

class-variance-authority, clsx

               | Conditional CSS class management                   |

|

cmdk

                                           | Command palette UI                                 |

|

date-fns, moment

                             | Date/time processing utilities                     |

|

framer-motion

                                  | Animation and transition library                   |

|

lucide-react

                                   | Icon library                                       |

|

next-themes

                                    | Theme switching for Next.js/React                  |

|

react-day-picker

                               | Calendar and date-picker components                |

|

react-hook-form

                                | Form management and validation                     |

|

react-plaid-link

                               | Plaid API integration for banking                  |

|

react-select

                                   | Select/Combobox UI component                       |

|

xlsx

                                           | Excel/CSV import and export                        |



---



$3



- Purpose: Locks the entire dependency tree for deterministic installs.

- Ensures: Same working set for every developer/CI run.

- Auto-generated: Do not edit manually.



---



$3



Your primary documentation and onboarding guide. Key sections:



- Project Summary: Overview, feature list.

- Getting Started: Prerequisites, installation steps, version requirements.

- Usage:

  - How to store tokens & settings in

localStorage

.

  - Provider/component usage in React tree.

  - Theme customization instructions (with property list).

  - Error/success callback handling.

- Scripts: Dev/build scripts for contributors.

- Project Structure: Directory layout and content purpose.

- License: MIT.



---



Core Architecture



$3



Your library is composed of:



- Reusable UI Components: (Dropdowns, dialogs, skeleton loaders, checkboxes, etc.)

- Banking Data Table: Categorization, review, and management of bank transactions.

- Plaid Integration: Components and utilities for securely connecting bank accounts.

- Form Integration: Seamless integration with

react-hook-form

 for validation.

- Providers: React context providers for global banking/account state.



Component Directory Tree (from README):

plaintext

src/

  components/       # Reusable UI components

  pages/Banking/    # Banking-related pages and logic

  providers/        # React context providers

  axios/            # API utilities

  lib/              # Utility functions





$3



#### Build Pipeline Flow

mermaid

graph TD

  A["src/index.ts"] --> B["tsup (tsup.config.ts)"]

  B --> C["Transpile TypeScript to JS"]

  C --> D["Bundle (CJS + ESM)"]

  C --> E["Emit type declarations"]

  D & E --> F["dist/"]





- Entry:

src/index.ts



- Bundler: tsup

- Outputs: CJS (

index.js), ESM (index.mjs), types (index.d.ts

), and sourcemaps.



$3



---



$3



The theme system is highly customizable via a

BookEZTheme

 object. Both light and dark themes are supported, with granular controls for UI element colors, radii, borders, font weights, etc.



Example Theme Object Structure:

tsx

const BookEZTheme = {

  light: {

    btn_filled_bg: "",

    btn_filled_text_color: "",

    btn_filled_hover_bg: "",

    btn_filled_hover_color: "",

    btn_ghost_border_color: "",

    btn_ghost_hover_bg_color: "",

    btn_outlined_border_color: "",

    btn_outlined_font_color: "",

    btn_outlined_bg_color: "",

    btn_outlined_hover_bg_color: "",

    btn_outlined_hover_font_color: "",

    card_border_color: "",

    card_bg_color: "",

    card_bg_color_secondary: "",

    card_bg_color_secondary_light: "",

    card_bg_green: "",

    card_bg_blue: "",

    font_color_gray_1: "",

    font_color_gray_2: "",

    font_color_gray_3: "",

    font_color_header: "",

    font_color_green: "",

    font_color_green_light: "",

    font_color_blue: "",

    font_color_blue_dark: "",

    font_color_blue_light: "",

    font_color_yellow: "",

    font_color_yellow_light: "",

    font_color_filter_tab: "",

    font_applied_filter: "",

    table_header_text_color: "",

    table_text_color: "",

    table_header_bg_color: "",

    table_bg_stripe_color: "",

    table_bg_odd_stripe_color: "",

    table_border_color: "",

    revenue_bg: "",

    revenue_font_color: "",

    revenue_bg_light: "",

    expanse_bg: "",

    expanse_font_color: "",

    expanse_bg_light: "",

    net_profit_bg: "",

    net_profit_font_color: "",

    net_profit_bg_light: "",

    tab_bg_color_light: "",

    tab_active_bg_color: "",

    tab_active_font_color: "",

    select_bg: "",

    calender_hover_light: "",

    calender_selected_bg_color: "",

    calender_selected_color: "",

    calender_border_color: "",

    input_checked_color: "",

    error_text: "",

    error_transparent: "",

    error_border: "",

    accordion_bg: "",

    accordion_bg_active: "",

    accordion_hover: "",

    accordion_border_color: "",

    accordion_header_color: "",

    accordion_header_text_color: "",

    accordion_gross_profit_bg: "",

    accordion_gross_profit_text_color: "",

    accordion_net_profit_bg: "",

    accordion_net_profit_text_color: "",

    skeleton_bg: "",

    transaction_header_bg: "",

    transaction_card_bg: "",

    month_picker_font_color: "",

    month_picker_bg_hover: "",

    month_picker_border_color: "",

  },

  dark: {

    btn_filled_bg: "", // Dark blue for button background in dark mode

    btn_filled_color: "", // Light color for button text in dark mode

    // Add more properties as needed

  },

  globals: {

    card_radius: "12px",

    btn_border_radius: "8px",

    font_body_small: "12px",

    font_body_size: "14px",

    font_body_size_large: "16px",

    font_body_large: "20px",

    font_heading: "28px",

    font_body_bold: 600,

    font_body_bold_light: 400,

    font_body_bold_medium: 500,

    table_border_radius: "12px",

    tab_border_radius: "8px",

    input_border_radius: "8px",

  },

};





---



$3

tsx

localStorage.setItem("BookezToken", "your-token-here");

localStorage.setItem("currencyCode", "your-currency-code");

$3

tsx

const handleError = (error) => {

  console.log("Error: ", error.message);

};



const handleSuccess = (

  apiType: "GET" | "POST" | "DOWNLOAD" | "OPTIONS",

  apiName: string,

  message: string

) => {

  console.log("Success: ", message);

};

$3

tsx

import React from "react";

import { BookezUIProvider, BookezThemeProvider } from "bookez_software";

import App from "./App";



const Root = () => {

  const businessId = "your-business-id";

  const token = "your-token";

  return (

          businessId={businessId}

      BookezToken={token}

      theme={"dark" | "light"}

      plaidClientUserName={ClientName}

      plaidClientUserId={ClientUserId}

      onError={handleError}

      onSuccess={handleSuccess}

    >

      

        

      

    

  );

};





#### TypeScript Project Settings



- Compile strictly with modern JS/DOM features.

- Only code in

src/

 is compiled.

- Outputs are placed in

dist/

.



Dependency Management



$3



- Ensures host app provides React & ReactDOM (v18 or v19).

- Prevents version conflicts in consumer projects.



$3



- UI Primitives: @radix-ui

- State/Table: @tanstack/react-table, react-hook-form

- Styling: Tailwind CSS, PostCSS

- API/HTTP: axios

- Date/Time: date-fns, moment

- Charts: chart.js, react-chartjs-2, recharts

- Icons: lucide-react

- Utilities: class-variance-authority, clsx, xlsx, cmdk, framer-motion



---



Development Workflow



| Command         | Description                                     |

| --------------- | ----------------------------------------------- |

|

npm run dev

   | Starts tsup in watch mode for rapid development |

|

npm run build

 | Builds and bundles for production               |



Recommended Prerequisites:



- Node.js

20.19.0



- npm



- React

18+`

---

Conclusion

BookEz Software provides a robust, modern, and highly customizable set of banking/accounting UI components for React. With strong TypeScript support, seamless theming, and a modern build pipeline, it's ready for integration into financial SaaS applications and dashboards.

License: MIT

---

For more details and usage examples, see the readme.md section above.

---

🚀 Happy Building!

```markdown

`📚 BookEz Software – Project Documentation`





A comprehensive documentation for your BookEz npm package, which includes React component libraries and utilities for book-keeping, accounting, banking, and finance applications.



---



📋 Index



1. Overview

2. File & Configuration Summary

   1. .gitattributes

   2. .gitignore

   3. postcss.config.mjs

   4. package.json

   5. package-lock.json

   6. tsconfig.json

   7. tsup.config.ts

   8. readme.md

3. Core Architecture

   - Component Structure

   - Build & TypeScript Pipeline

   - UI Theming & Customization

4. Dependency Management

5. Development Workflow

6. Appendix: Diagrams



---



Overview



BookEz Software is a modular npm package providing reusable React UI components and utilities for building accounting, banking, and finance apps — with special support for transaction tables, Plaid bank integrations, state/context management, and highly customizable theming.



---



File & Configuration Summary



Below you'll find a description and explanation for every key configuration and documentation file.



$3



| Setting       | Purpose                                                                                                                       |

| ------------- | ----------------------------------------------------------------------------------------------------------------------------- |

|

* text=auto

 | Automatically normalizes line endings to LF (Unix style) during git checkout/commit, ensuring cross-platform consistency. |



Example:

plaintext

Auto detect text files and perform LF normalization

* text=auto





---



$3



| Pattern        | What it Does                                                            |

| -------------- | ----------------------------------------------------------------------- |

|

node_modules

 | Ignores the local dependencies folder (auto-generated by npm/yarn/pnpm) |

|

dist

         | Prevents build artifacts from being committed to source control         |



Example:

plaintext

node_modules

dist





---



$3



This file configures PostCSS plugins used in your CSS processing pipeline.



Content:

js

export default { plugins: { "@tailwindcss/postcss": {} } };





- Enables: Tailwind CSS via PostCSS for advanced utility-first CSS support.

- Extensible: Add other PostCSS plugins as needed.



---



$3



Your main npm manifest, describing the package, dependencies, scripts, and build definitions.



| Key                 | Description                                                                  |

| ------------------- | ---------------------------------------------------------------------------- |

|

name | Package name (bookez_software

)                                             |

|

version

           | Current version (1.0.1)                                                      |

|

keywords

          | Useful for npm search & discoverability (book-keeping, finance, plaid, etc.) |

|

license

           | MIT                                                                          |

|

main/module/types

 | Entrypoints for CJS, ESM, and TypeScript types                               |

|

scripts

           | Build, Dev, and Lint commands                                                |

|

peerDependencies

  | Ensures compatibility with React 18/19 (and ReactDOM)                        |

|

dependencies

      | UI, state, form, API, and chart utilities (see table below)                  |

|

devDependencies

   | Build, type, and style tooling                                               |

|

exports

           | Dual ESM/CJS support                                                         |



#### Notable Dependencies



| Dependency                                       | Purpose                                            |

| ------------------------------------------------ | -------------------------------------------------- |

|

@radix-ui/*

                                    | Accessible, headless React UI Primitives           |

|

@tailwindcss/postcss, tailwindcss, postcss

 | Utility-first CSS framework, processed via PostCSS |

|

@tanstack/react-table

                          | Advanced data grid and table rendering             |

|

axios

                                          | HTTP client for API requests                       |

|

chart.js, react-chartjs-2, recharts

        | Data visualization and charting libraries          |

|

class-variance-authority, clsx

               | Conditional CSS class management                   |

|

cmdk

                                           | Command palette UI                                 |

|

date-fns, moment

                             | Date/time processing utilities                     |

|

framer-motion

                                  | Animation and transition library                   |

|

lucide-react

                                   | Icon library                                       |

|

next-themes

                                    | Theme switching for Next.js/React                  |

|

react-day-picker

                               | Calendar and date-picker components                |

|

react-hook-form

                                | Form management and validation                     |

|

react-plaid-link

                               | Plaid API integration for banking                  |

|

react-select

                                   | Select/Combobox UI component                       |

|

xlsx

                                           | Excel/CSV import and export                        |



---



$3



- Purpose: Locks the entire dependency tree for deterministic installs.

- Ensures: Same working set for every developer/CI run.

- Auto-generated: Do not edit manually.



---



$3



Your primary documentation and onboarding guide. Key sections:



- Project Summary: Overview, feature list.

- Getting Started: Prerequisites, installation steps, version requirements.

- Usage:

  - How to store tokens & settings in

localStorage

.

  - Provider/component usage in React tree.

  - Theme customization instructions (with property list).

  - Error/success callback handling.

- Scripts: Dev/build scripts for contributors.

- Project Structure: Directory layout and content purpose.

- License: MIT.



---



Core Architecture



$3



Your library is composed of:



- Reusable UI Components: (Dropdowns, dialogs, skeleton loaders, checkboxes, etc.)

- Banking Data Table: Categorization, review, and management of bank transactions.

- Plaid Integration: Components and utilities for securely connecting bank accounts.

- Form Integration: Seamless integration with

react-hook-form

 for validation.

- Providers: React context providers for global banking/account state.



Component Directory Tree (from README):

plaintext

src/

  components/       # Reusable UI components

  pages/Banking/    # Banking-related pages and logic

  providers/        # React context providers

  axios/            # API utilities

  lib/              # Utility functions





$3



#### Build Pipeline Flow

mermaid

graph TD

  A["src/index.ts"] --> B["tsup (tsup.config.ts)"]

  B --> C["Transpile TypeScript to JS"]

  C --> D["Bundle (CJS + ESM)"]

  C --> E["Emit type declarations"]

  D & E --> F["dist/"]





- Entry:

src/index.ts



- Bundler: tsup

- Outputs: CJS (

index.js), ESM (index.mjs), types (index.d.ts

), and sourcemaps.



$3



---



$3



The theme system is highly customizable via a

BookEZTheme

 object. Both light and dark themes are supported, with granular controls for UI element colors, radii, borders, font weights, etc.



Example Theme Object Structure:

tsx

const BookEZTheme = {

  light: {

    btn_filled_bg: "",

    btn_filled_text_color: "",

    btn_filled_hover_bg: "",

    btn_filled_hover_color: "",

    btn_ghost_border_color: "",

    btn_ghost_hover_bg_color: "",

    btn_outlined_border_color: "",

    btn_outlined_font_color: "",

    btn_outlined_bg_color: "",

    btn_outlined_hover_bg_color: "",

    btn_outlined_hover_font_color: "",

    card_border_color: "",

    card_bg_color: "",

    card_bg_color_secondary: "",

    card_bg_color_secondary_light: "",

    card_bg_green: "",

    card_bg_blue: "",

    font_color_gray_1: "",

    font_color_gray_2: "",

    font_color_gray_3: "",

    font_color_header: "",

    font_color_green: "",

    font_color_green_light: "",

    font_color_blue: "",

    font_color_blue_dark: "",

    font_color_blue_light: "",

    font_color_yellow: "",

    font_color_yellow_light: "",

    font_color_filter_tab: "",

    font_applied_filter: "",

    table_header_text_color: "",

    table_text_color: "",

    table_header_bg_color: "",

    table_bg_stripe_color: "",

    table_bg_odd_stripe_color: "",

    table_border_color: "",

    revenue_bg: "",

    revenue_font_color: "",

    revenue_bg_light: "",

    expanse_bg: "",

    expanse_font_color: "",

    expanse_bg_light: "",

    net_profit_bg: "",

    net_profit_font_color: "",

    net_profit_bg_light: "",

    tab_bg_color_light: "",

    tab_active_bg_color: "",

    tab_active_font_color: "",

    select_bg: "",

    calender_hover_light: "",

    calender_selected_bg_color: "",

    calender_selected_color: "",

    calender_border_color: "",

    input_checked_color: "",

    error_text: "",

    error_transparent: "",

    error_border: "",

    accordion_bg: "",

    accordion_bg_active: "",

    accordion_hover: "",

    accordion_border_color: "",

    accordion_header_color: "",

    accordion_header_text_color: "",

    accordion_gross_profit_bg: "",

    accordion_gross_profit_text_color: "",

    accordion_net_profit_bg: "",

    accordion_net_profit_text_color: "",

    skeleton_bg: "",

    transaction_header_bg: "",

    transaction_card_bg: "",

    month_picker_font_color: "",

    month_picker_bg_hover: "",

    month_picker_border_color: "",

  },

  dark: {

    btn_filled_bg: "", // Dark blue for button background in dark mode

    btn_filled_color: "", // Light color for button text in dark mode

    // Add more properties as needed

  },

  globals: {

    card_radius: "12px",

    btn_border_radius: "8px",

    font_body_small: "12px",

    font_body_size: "14px",

    font_body_size_large: "16px",

    font_body_large: "20px",

    font_heading: "28px",

    font_body_bold: 600,

    font_body_bold_light: 400,

    font_body_bold_medium: 500,

    table_border_radius: "12px",

    tab_border_radius: "8px",

    input_border_radius: "8px",

  },

};





---



$3

tsx

localStorage.setItem("BookezToken", "your-token-here");

localStorage.setItem("currencyCode", "your-currency-code");

$3

tsx

const handleError = (error) => {

  console.log("Error: ", error.message);

};



const handleSuccess = (

  apiType: "GET" | "POST" | "DOWNLOAD" | "OPTIONS",

  apiName: string,

  message: string

) => {

  console.log("Success: ", message);

};

$3

tsx

import React from "react";

import { BookezUIProvider, BookezThemeProvider } from "bookez_software";

import App from "./App";



const Root = () => {

  const businessId = "your-business-id";

  const token = "your-token";

  return (

          businessId={businessId}

      BookezToken={token}

      theme={"dark" | "light"}

      plaidClientUserName={ClientName}

      plaidClientUserId={ClientUserId}

      onError={handleError}

      onSuccess={handleSuccess}

    >

      

        

      

    

  );

};





#### TypeScript Project Settings



- Compile strictly with modern JS/DOM features.

- Only code in

src/

 is compiled.

- Outputs are placed in

dist/

.



Dependency Management



$3



- Ensures host app provides React & ReactDOM (v18 or v19).

- Prevents version conflicts in consumer projects.



$3



- UI Primitives: @radix-ui

- State/Table: @tanstack/react-table, react-hook-form

- Styling: Tailwind CSS, PostCSS

- API/HTTP: axios

- Date/Time: date-fns, moment

- Charts: chart.js, react-chartjs-2, recharts

- Icons: lucide-react

- Utilities: class-variance-authority, clsx, xlsx, cmdk, framer-motion



---



Development Workflow



| Command         | Description                                     |

| --------------- | ----------------------------------------------- |

|

npm run dev

   | Starts tsup in watch mode for rapid development |

|

npm run build

 | Builds and bundles for production               |



Recommended Prerequisites:



- Node.js

20.19.0



- npm



- React

18+`

---

bookez_package

📚 BookEz Software – Project Documentation

📋 Index

Overview

File & Configuration Summary

$3

Auto detect text files and perform LF normalization

$3

$3

$3

$3

$3

Core Architecture

$3

$3

$3

$3

$3

$3

$3

Dependency Management

$3

$3

Development Workflow

Conclusion

🚀 Happy Building!

bookez_package

📚 BookEz Software – Project Documentation

📋 Index

Overview

File & Configuration Summary

$3

Auto detect text files and perform LF normalization

$3

$3

$3

$3

$3

Core Architecture

$3

$3

$3

$3

$3

$3

$3

Dependency Management

$3

$3

Development Workflow

Conclusion

🚀 Happy Building!

`📚 BookEz Software – Project Documentation`

`📚 BookEz Software – Project Documentation`