Create a full stack banking application using react
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Create a full stack banking application using react
Photo by Christin Hume at UnsplashThis is the second part of the series of building Full Stack bank application. If you've missed the first part, check it out HEREI this article, we'll continue to build the bank application by adding options to create a new bank account, allow users to deposit and withdraw an amount from the account, and allow users to generate and download transaction reports in PDF format. Let's get startedOpen server/scripts.sql and add account and transaction table scripts:Create a new file history.js in the component folder and add the following content:Create a new AccountForm file.js in the component folder and add the following content:Create a new file account.js in the component folder and add the following content:Here we show the buttons for the deposit, withdrawal, and history page. Add a /account route to the AppRouter.js file:Now, inside Header.js add link to the account component:Now your account page will look like this: initial account pageNow, let's add the forms to withdraw and deposit amounts and to update the account information in AccountForm.js file: Withdraw and deposit amount formsNow, we have forms to withdraw or deposit amounts, but we don't have an option to add a bank account yet to withdraw or deposit amounts from, so let's add a form to add a new bank account first. Create a new AddAccountForm file.js inside the component folder and add the following content:Now we check to see if the account number exists and first display the form to withdraw or deposit, or we'll show the form to add an account. Replace the contents of AccountForm.js with the following content:Create a new file account.js in the src/actions folder with the following content:Create a new movie ash.js in the src/utils folder with the following content:This code displays only the last four digits of the account number and * is displayed for other digits. Create a new file account.js in the server/routes folder, and add the following content:Note that we export here, router and getAccountByAccountId feature so that we can use it in another route file without the need to retype the same code. This is because we have to call getAccountByAccountId once while we get the transaction and another time while downloading the pdf report. Add the office route to server/index.js file:Create a new file account.js in the src/reducers folder with the following content:Open store/store.js and add office thinking inside it:Now restart the application by running yarn startup, and when you go to the account page and click the Draw or Deposit button, you will be able to see add account form: Add bank account formWhen the user clicks the Submit button to add an account, then we need to call initiateGetAccntDetails function so that the user will be able to see the form to withdraw or deposit amount.added account informationTherefore, we have added a return statement inside sample block of actions/account.js file above for function:Because initiateAddAccntDetails is declared a synchronous function, the return keyword returns a promise from the function, and in AccountForm.js in the handleAddAccount function, we added a .then handler to call the initiateGetAccntDetails function:Now try adding a new account and verifying that it is working as expected. Add and edit account demoYou will also be able to update the account ifsc code by clicking the Edit Account Information link and entering new IFSC code. Now create a new file transactions.js inside the server/routes folder with the following content: Here, when we deposit or subtract an amount, we add the details to the transaction table and also update total_balance column from the account table. So we're doing two things here. If one of them fails, the other should not happen. If the transaction table is updated but the column value total_balance not updated due to an error, we must restore the new data added to the transaction table and vice versa. So we perform these two things as a transaction therefore instead of pool.query, we use client.query here, where the statements to be executed together will be added in between pending client.query ('begin') and awaiting client.query ('commit'). If any of the queries between these calls fail, we call awaiting client.query ('rollback') from inside the catch block, then the second transaction will be returned meaning either will succeed or neither will succeed. This will ensure that the data remains consistent in the table. Open server/db/connect.js and add the getClient function to it and export it from the fileAdd transaction route to server/index.js file:Now, create a new file transactions.js inside src/actions folder with the following contents: Create a new file transactions.js inside src/reducers folder with the following contentInside utils/constants.js add the following constantsInside store/store.js add transactions reducerNow, you will be able to withdraw or deposit amounts into the bank account. Draw and deposit amount demoAwesome! However, there is a problem, when we log into the application using a user's email address, the Redux store will contain that user information. When we log out and log in using a different email address, we will see the same previous user account information displayed because we do not clear the account information from the Redux store when the user logs out from the application. To understand it better, check out the gif below: Incorrect account informationSo to fix this, we need to clear the account information when the user logs out of the application. You can do this by opening src/utils/constants.js and adding another constant:Inside actions/account.js, add resetAccount function:Inside the reducers/account.js add another switch caseAnd now, open actions/auth.js and inside initiateLogout function, before calling return(signOut());, dispatch resetAccount action creator function. This is going to clear the Redux store. and we will get properly logged into user account information. Correct account informationAs you can see, the account information is cleared from Redux, and since the other user has no account information, the account formNow is displayed, we are all done with the draw and deposit account feature, let's proceed with the functionality to generate and download the transaction report. Install the necessary dependencies from fullstack_banking_app folder:Now install the necessary dependencies from the server folder:Open Components/History.js file and replace the content with the following content:Open src/index.js and add react-bootstrap-table and react-datepicker CSS import before main.scss import statement:Open actions/transactions.js and add setTransactions, initiateGetTransactions and downloadReport features in it:Create a new file report.js in the component folder with the following content:Open server/routes/transactions.js and add the following routes:Open server/utils/common.js and add the following features:And export these features from the file, and import them into routes/transactions.js file:Create a new display folder in the server folder and add the transactions.ejs file to it with the following content. (ejs is the templating engine we use in Node.js to dynamically generate content) To learn how to use and configure ejs, see my previous article HEREOpen server/index.js and after app.use(express.json()); add the following line of codeNow, start the server and respond app by running the yarn start command, and when you click on the summary page, you will see the following screenSummary page screenYou can select the date range that you want the transaction report and click generate the report button. If there are no transactions during that period, no notification of transactions found is displayed. No transactions found messageIf there are transactions within these periods, you will see the transactions in tabular format and will be able to download the report as pdf. Transaction detailsLet understands the code now. When we click the Generate Report button on the summary page, we call the /transactions/account_id route by transferring the selected start date and end date and getting the list of transactions and adding it to redux storeTransactions in the redux store, and then we send those transactions to Report.js component and display it in tabular format. Now when we click on the Download report button, we call/download/account_id route from routes/transactions.js file, where we take the transaction list and pass the transaction list to transactions.ejs file from server/view directory and use the pile method to generate data with dynamic values from transaction matrix stored in the output variable, and then we write the output html to the transaction.html file, and then we call the generatePDF function to generate the PDF using the puppeteer library by transferring the generated generated fileThe generated transactions.html and transactions.pdf will be stored in views folderbackend code to download pdfIf you want to learn details about how it is generated using the puppeteer, check out my previous article HEREThen when pdf is generated, to download pdf from the server, we use the downloadjs library by sending the contents of pdf to download function, like downloadjs library. API call to download pdfHere mentions, { responseType: 'blob' } for axios calls is very important because this is a pdf file otherwise you will get an empty PDF file. Note: The downloadjs library is very powerful, we can download any type of file by simply transferring the contents of the file as the first parameter to download function, file to name as the second parameter and file type as the third parameter. Download transactions report functionalityNow, we have finished the application. Let us return to the CORS question. If you remember, in the first part, we have added the following code in server/index.js fileThis allows us to make API calls to the server running on port 5000 from our React program running on port 3000.But adding CORS without any options will give anyone access to your APIs, which is not good from a security point of view. So, let's see how can we eliminate the need for CORS on the server side. Open package.json from fullstack_banking_app folder and add the proxy
property at the end of the package.jsonReact proxy package.jsonAnd remove the following line: because it is not required now:Now open src/ utils / constants.js and change:To:Now restart the server and react app by running the yarn boot command, and if you go to you will see our React application and express APIs will also be available on port 3000 so there is no need to use CORS now. This is because adding proxy allows create-react app to act as a proxy, and now all of our server APIs will also run on port 3000, although we run the express app on port 5000.Generating transaction reportYou can find Github source code up to this point: Using class components HEREUse of hooks HEREIf you want to secure this app from XSS and CSRF attacks, check out the next part HEREIt is it for today. I hope you've learned something new. Don't forget to subscribe to get my weekly newsletter with amazing tips, tricks and articles right in your inbox here. Here.
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