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Features headless hook, ref API, ledger view, validation callbacks, i18n, dark mode, search, edit transactions.","contributors":[{"name":"Ruth3rl","email":"balockruthel.cedrickascens@gmail.com","url":"https://github.com/ruthel"}],"maintainers":[{"name":"ruth3rl","email":"ruthel.crab@gmail.com"}],"readme":"# react-accounting-diary\n\n[![npm version](https://badge.fury.io/js/react-accounting-diary.svg)](https://www.npmjs.com/package/react-accounting-diary)\n[![npm downloads](https://img.shields.io/npm/dw/react-accounting-diary)](https://www.npmjs.com/package/react-accounting-diary)\n[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](https://opensource.org/licenses/MIT)\n[![Node.js](https://img.shields.io/badge/node-%3E%3D18.0.0-brightgreen)](https://nodejs.org/)\n[![CI](https://github.com/ruthel/react-accounting-diary/actions/workflows/ci.yml/badge.svg)](https://github.com/ruthel/react-accounting-diary/actions)\n[![TypeScript](https://img.shields.io/badge/TypeScript-Ready-blue)](https://www.typescriptlang.org/)\n\n> **[Live Demo →](https://react-accounting-diary-demo.vercel.app)**\n\nLightweight React component to generate accounting diaries with export to PNG, JPEG, PDF, CSV, Excel, and JSON. Features a headless hook, imperative ref API, ledger view, validation callbacks, i18n support, sortable columns, pagination, balance validation, and more.\n\n## Installation\n\n```bash\nnpm install react-accounting-diary\n```\n\n**Requirements:**\n- React 16.8+ or 17.x or 18.x or 19.x\n- Node.js 18.0.0 or higher\n\n## Quick Start\n\n```jsx\nimport AccountingDiary from 'react-accounting-diary';\n\nfunction App() {\n const data = [\n {\n date: '2024-01-01',\n text: 'Opening balance',\n isDebit: true,\n amount: 10000,\n account: 'Cash',\n currency: 'USD',\n },\n ];\n\n return (\n console.log('Data changed:', data)}\n />\n );\n}\n```\n\n## Headless Hook — `useAccountingDiary`\n\nBuild your own UI with full control over the data layer:\n\n```jsx\nimport { useAccountingDiary } from 'react-accounting-diary';\n\nfunction CustomDiary() {\n const {\n data,\n addTransaction,\n editTransaction,\n deleteTransaction,\n undo,\n redo,\n canUndo,\n canRedo,\n totals,\n accountSummary,\n importJSON,\n exportJSON,\n } = useAccountingDiary({\n initialData: [],\n onChange: (data) => console.log('Changed:', data),\n onBeforeAdd: (item) => item.amount > 0, // validate before adding\n onBeforeEdit: (old, updated) => true, // validate before editing\n onBeforeDelete: (item) => confirm('Delete?'), // confirm before deleting\n });\n\n return (\n
\n

Total Debit: {totals.debit} | Credit: {totals.credit}

\n

Balanced: {totals.isBalanced ? '✓' : '✗'}

\n \n \n \n
\n );\n}\n```\n\n## Imperative Ref API\n\nControl the component programmatically from a parent:\n\n```jsx\nimport AccountingDiary from 'react-accounting-diary';\nimport { useRef } from 'react';\n\nfunction App() {\n const ref = useRef(null);\n\n return (\n <>\n \n \n \n \n \n \n \n );\n}\n```\n\n### Ref API Methods\n\n| Method | Return | Description |\n|---|---|---|\n| `exportToPNG()` | `Promise` | Export diary as PNG |\n| `exportToJPEG()` | `Promise` | Export diary as JPEG |\n| `exportToPDF()` | `Promise` | Export diary as PDF |\n| `exportToCSV()` | `void` | Export data as CSV |\n| `exportToExcel()` | `void` | Export data as Excel |\n| `exportToJSON()` | `void` | Export data as JSON file |\n| `importJSON(json)` | `void` | Import transactions from JSON string |\n| `addTransaction(item)` | `void` | Add a transaction programmatically |\n| `undo()` | `void` | Undo last action |\n| `redo()` | `void` | Redo last undone action |\n| `getData()` | `IDataItem[]` | Get current data |\n| `getTotals()` | `object` | Get debit, credit, balance, isBalanced |\n| `getAccountSummary()` | `object` | Get per-account debit/credit/balance |\n\n## Controlled Mode\n\nIntegrate with your state management (Redux, Zustand, React state, etc.):\n\n```jsx\nimport AccountingDiary from 'react-accounting-diary';\nimport { useState } from 'react';\n\nfunction App() {\n const [transactions, setTransactions] = useState([]);\n\n return (\n console.log('Added:', item)}\n onEdit={(old, updated) => console.log('Edited:', old, '->', updated)}\n onDelete={(item) => console.log('Deleted:', item)}\n />\n );\n}\n```\n\n## Validation Callbacks — `onBefore*`\n\nIntercept and validate before any mutation:\n\n```jsx\n {\n if (item.amount > 100000) {\n alert('Amount too high!');\n return false; // blocks the add\n }\n return true;\n }}\n onBeforeEdit={(oldItem, newItem) => {\n return confirm(`Change ${oldItem.account} to ${newItem.account}?`);\n }}\n onBeforeDelete={(item) => {\n return confirm(`Delete \"${item.text}\"?`);\n }}\n onChange={setData}\n/>\n```\n\nCallbacks can be synchronous (`boolean`) or asynchronous (`Promise`).\n\n## Ledger View\n\nToggle between diary view (grouped by date) and ledger view (grouped by account with running balance):\n\n```jsx\n\n```\n\nThe ledger view shows:\n- Transactions grouped by account name\n- Running balance per account\n- Per-account debit/credit totals\n- Color-coded balances (green for debit, red for credit)\n\n## Category & Tags\n\nClassify transactions with optional `category` and `tags` fields:\n\n```jsx\nconst data = [\n {\n date: '2024-01-01',\n text: 'Office rent',\n isDebit: true,\n amount: 2000,\n account: 'Rent',\n currency: 'USD',\n category: 'Operating',\n tags: ['monthly', 'fixed'],\n },\n];\n```\n\nCategories and tags are searchable via the search filter.\n\n## JSON Import/Export\n\nImport and export data as JSON, in addition to CSV and Excel:\n\n```jsx\n// Via toolbar buttons (JSON button in toolbar)\n// Or via ref API:\nconst ref = useRef(null);\nref.current?.exportToJSON();\nref.current?.importJSON('[{\"date\":\"2024-01-01\",\"text\":\"Test\",\"amount\":100,\"account\":\"Cash\",\"currency\":\"USD\",\"isDebit\":true}]');\n\n// Or via the headless hook:\nconst { importJSON, exportJSON } = useAccountingDiary({ initialData: [] });\nconst json = exportJSON(); // returns JSON string\nimportJSON(json); // imports from JSON string\n```\n\n## i18n / Localisation\n\nAll labels are customizable via the `labels` prop:\n\n```jsx\n\n```\n\nSee [USAGE.md](USAGE.md) for the full list of label keys.\n\n## Features\n\n- ✅ **Transaction templates** — reusable presets (rent, salary, etc.)\n- ✅ **Drag & drop import** — drop CSV/JSON files onto the component\n- ✅ **Filter dropdown** — filter by account/category\n- ✅ **Headless hook** (`useAccountingDiary`) — build your own UI\n- ✅ **Imperative ref API** — programmatic control (export, add, undo, etc.)\n- ✅ **Validation callbacks** (`onBeforeAdd`, `onBeforeEdit`, `onBeforeDelete`)\n- ✅ **Ledger view** — group by account with running balance\n- ✅ **Category & tags** — classify and search transactions\n- ✅ **JSON import/export** — full data backup/restore\n- ✅ Add, edit & delete transactions with interactive dialog\n- ✅ Export to PNG, JPEG, PDF, CSV, Excel, JSON\n- ✅ Import from CSV and JSON files\n- ✅ Search & filter by date range (searches category & tags too)\n- ✅ Sortable columns (date, account, amount)\n- ✅ Pagination support\n- ✅ Grand total & balance validation (debit vs credit)\n- ✅ Callback props (`onChange`, `onAdd`, `onEdit`, `onDelete`)\n- ✅ i18n / Localisation via `labels` prop\n- ✅ Undo/Redo functionality\n- ✅ Dark/Light theme support\n- ✅ Multi-currency support\n- ✅ Print-ready CSS\n- ✅ Keyboard navigation & ARIA labels\n- ✅ Empty state with CTA\n- ✅ Customizable styling\n- ✅ Responsive design\n- ✅ Zero external CSS\n\n## Props\n\n### Layout & Styling\n\n| Name | Type | Default | Description |\n|---|---|---|---|\n| `height` | `number` | `undefined` | Height of the component (min 650px). |\n| `width` | `number` | `undefined` | Width of the component. |\n| `title` | `string` | `\"Test Model\"` | Title of the accounting diary. |\n| `titleColor` | `string` | `\"#000\"` | Text color of the title. |\n| `titleBg` | `string` | `undefined` | Background color of the title. |\n| `titleBorder` | `boolean` | `false` | Whether the title has a border. |\n| `titleAllCaps` | `boolean` | `false` | Transform title to uppercase. |\n| `titleCorner` | `number` | `8` | Corner radius of the title box. |\n| `columnHeader` | `boolean` | `false` | Show column headers. |\n| `columnHeaderColor` | `string` | `undefined` | Column header text color. |\n| `columnHeaderBgColor` | `string` | `undefined` | Column header background color. |\n| `saveColor` | `string` | `undefined` | Export button background color. Uses primary theme color if not set. |\n| `saveIcon` | `React.ReactNode` | `undefined` | Custom icon for the export button. |\n| `account` | `IStyleConfig` | `undefined` | Account column styles (color, width, etc.). |\n| `amount` | `IStyleConfig` | `undefined` | Amount column styles (color, width, etc.). |\n| `footer` | `IStyleConfig` | `undefined` | Footer styles. |\n| `compactButtons` | `boolean` | `false` | Use compact button layout. |\n\n### Data & Callbacks\n\n| Name | Type | Default | Description |\n|---|---|---|---|\n| `data` | `IDataItem[]` | `undefined` | Array of accounting entries. |\n| `onChange` | `(data: IDataItem[]) => void` | `undefined` | Called when data changes (add, edit, delete, undo, redo). |\n| `onAdd` | `(item: IDataItem) => void` | `undefined` | Called when a transaction is added. |\n| `onEdit` | `(old: IDataItem, new: IDataItem) => void` | `undefined` | Called when a transaction is edited. |\n| `onDelete` | `(item: IDataItem) => void` | `undefined` | Called when a transaction is deleted. |\n| `onBeforeAdd` | `(item: IDataItem) => boolean \\| Promise` | `undefined` | Validate before adding. Return `false` to block. |\n| `onBeforeEdit` | `(old: IDataItem, new: IDataItem) => boolean \\| Promise` | `undefined` | Validate before editing. Return `false` to block. |\n| `onBeforeDelete` | `(item: IDataItem) => boolean \\| Promise` | `undefined` | Validate before deleting. Return `false` to block. |\n\n### Features Toggle\n\n| Name | Type | Default | Description |\n|---|---|---|---|\n| `showExport` | `boolean` | `true` | Show export buttons. |\n| `showUndo` | `boolean` | `true` | Show undo/redo buttons. |\n| `showSample` | `boolean` | `true` | Show sample data button. |\n| `showClear` | `boolean` | `true` | Show clear button. |\n| `showAdd` | `boolean` | `true` | Show add transaction button. |\n| `showEdit` | `boolean` | `true` | Show edit/delete actions on rows. |\n| `showSearch` | `boolean` | `true` | Show search & date filter. |\n| `showGrandTotal` | `boolean` | `true` | Show grand total & balance check. |\n| `showLedgerToggle` | `boolean` | `true` | Show diary/ledger view toggle button. |\n| `onExport` | `(format: string, data: IDataItem[]) => void` | `undefined` | Called when data is exported. |\n\n### Pagination & i18n\n\n| Name | Type | Default | Description |\n|---|---|---|---|\n| `pageSize` | `number` | `undefined` | Transactions per page. Enables pagination when set. |\n| `labels` | `ILabels` | `defaultLabels` | Custom labels for i18n. See [USAGE.md](USAGE.md). |\n| `theme` | `'light' \\| 'dark'` | `'light'` | Theme mode (light/dark styling). |\n\n## Data Format\n\n```typescript\ninterface IDataItem {\n id?: string; // Auto-generated if not provided\n date: string; // YYYY-MM-DD\n text: string; // Transaction description\n isDebit?: boolean; // true = debit, false/undefined = credit\n amount: number; // Transaction amount\n account: string; // Account name\n currency: string; // Currency code (USD, EUR, XAF, etc.)\n local?: string; // Locale for formatting (en-US, fr-FR, de-DE)\n category?: string; // Transaction category (Operating, Investing, etc.)\n tags?: string[]; // Tags for classification (searchable)\n}\n```\n\n## Performance\n\n- **Bundle size:** ~21KB (ESM, gzipped)\n- **Zero external CSS:** Styles are scoped and included\n- **Tree-shakeable:** ESM exports with `sideEffects: false`\n\n## Roadmap\n\n**Coming in v2.5.0:**\n- Mini chart — debit/credit visualization by month (`showChart` prop)\n- Multi-journal support (purchases, sales, bank, cash)\n- Reconciliation — mark transactions as reconciled\n\n**Future ideas:**\n- Virtualization for large datasets\n- Recurring transactions\n- Multi-currency conversion with exchange rates\n- Chart of accounts presets (OHADA, SYSCOHADA, IFRS)\n- Plugin system for custom columns/actions\n\nSee the full [ROADMAP](https://github.com/ruthel/react-accounting-diary/blob/main/ROADMAP.md) for details.\n\n## Contributing\n\nPlease check [issues](https://github.com/ruthel/react-accounting-diary/issues) for bug reports or suggestions.\n\nTo contribute, follow our [contributing guide](CONTRIBUTING.md).\n\n## License\n\nMIT - see [LICENSE](LICENSE) file for details.\n","readmeFilename":"README.md"}