A Fintech Bank Application

Build this project step by step with our detailed tutorial on JavaScript Mastery YouTube. Join the JSM family!

📋 Table of Contents

1. 🤖 Introduction
2. ⚙️ Tech Stack
3. 🔋 Features
4. 🤸 Quick Start
5. 🕸️ Code Snippets to Copy
6. 🔗 Assets
7. 🚀 More

🚨 Tutorial

This repository contains the code corresponding to an in-depth tutorial available on our YouTube channel, JavaScript Mastery.

If you prefer visual learning, this is the perfect resource for you. Follow our tutorial to learn how to build projects like these step-by-step in a beginner-friendly manner!

🤖 Introduction

Built with Next.js, Horizon is a financial SaaS platform that connects to multiple bank accounts, displays transactions in real-time, allows users to transfer money to other platform users, and manages their finances altogether.

If you're getting started and need assistance or face any bugs, join our active Discord community with over 34k+ members. It's a place where people help each other out.

⚙️ Tech Stack

• Next.js
• TypeScript
• Appwrite
• Plaid
• Dwolla
• React Hook Form
• Zod
• TailwindCSS
• Chart.js
• ShadCN

🔋 Features

👉 Authentication: An ultra-secure SSR authentication with proper validations and authorization

👉 Connect Banks: Integrates with Plaid for multiple bank account linking

👉 Home Page: Shows general overview of user account with total balance from all connected banks, recent transactions, money spent on different categories, etc

👉 My Banks: Check the complete list of all connected banks with respective balances, account details

👉 Transaction History: Includes pagination and filtering options for viewing transaction history of different banks

👉 Real-time Updates: Reflects changes across all relevant pages upon connecting new bank accounts.

👉 Funds Transfer: Allows users to transfer funds using Dwolla to other accounts with required fields and recipient bank ID.

👉 Responsiveness: Ensures the application adapts seamlessly to various screen sizes and devices, providing a consistent user experience across desktop, tablet, and mobile platforms.

and many more, including code architecture and reusability.

🤸 Quick Start

Follow these steps to set up the project locally on your machine.

Prerequisites

Make sure you have the following installed on your machine:

• Git
• Node.js
• npm (Node Package Manager)

Cloning the Repository

git clone https://github.com/adrianhajdin/banking.git
cd banking

Installation

Install the project dependencies using npm:

npm install

Set Up Environment Variables

Create a new file named .env in the root of your project and add the following content:

#NEXT
NEXT_PUBLIC_SITE_URL=

#APPWRITE
NEXT_PUBLIC_APPWRITE_ENDPOINT=https://cloud.appwrite.io/v1
NEXT_PUBLIC_APPWRITE_PROJECT=
APPWRITE_DATABASE_ID=
APPWRITE_USER_COLLECTION_ID=
APPWRITE_BANK_COLLECTION_ID=
APPWRITE_TRANSACTION_COLLECTION_ID=
APPWRITE_SECRET=

#PLAID
PLAID_CLIENT_ID=
PLAID_SECRET=
PLAID_ENV=
PLAID_PRODUCTS=
PLAID_COUNTRY_CODES=

#DWOLLA
DWOLLA_KEY=
DWOLLA_SECRET=
DWOLLA_BASE_URL=https://api-sandbox.dwolla.com
DWOLLA_ENV=sandbox

Replace the placeholder values with your actual respective account credentials. You can obtain these credentials by signing up on the Appwrite, Plaid and Dwolla

Running the Project

npm run dev

Open http://localhost:3000 in your browser to view the project.

🕸️ Snippets

.env.example

#NEXT
NEXT_PUBLIC_SITE_URL=

#APPWRITE
NEXT_PUBLIC_APPWRITE_ENDPOINT=https://cloud.appwrite.io/v1
NEXT_PUBLIC_APPWRITE_PROJECT=
APPWRITE_DATABASE_ID=
APPWRITE_USER_COLLECTION_ID=
APPWRITE_BANK_COLLECTION_ID=
APPWRITE_TRANSACTION_COLLECTION_ID=
APPWRITE_SECRET=

#PLAID
PLAID_CLIENT_ID=
PLAID_SECRET=
PLAID_ENV=sandbox
PLAID_PRODUCTS=auth,transactions,identity
PLAID_COUNTRY_CODES=US,CA

#DWOLLA
DWOLLA_KEY=
DWOLLA_SECRET=
DWOLLA_BASE_URL=https://api-sandbox.dwolla.com
DWOLLA_ENV=sandbox

exchangePublicToken

// This function exchanges a public token for an access token and item ID
export const exchangePublicToken = async ({
  publicToken,
  user,
}: exchangePublicTokenProps) => {
  try {
    // Exchange public token for access token and item ID
    const response = await plaidClient.itemPublicTokenExchange({
      public_token: publicToken,
    });

    const accessToken = response.data.access_token;
    const itemId = response.data.item_id;

    // Get account information from Plaid using the access token
    const accountsResponse = await plaidClient.accountsGet({
      access_token: accessToken,
    });

    const accountData = accountsResponse.data.accounts[0];

    // Create a processor token for Dwolla using the access token and account ID
    const request: ProcessorTokenCreateRequest = {
      access_token: accessToken,
      account_id: accountData.account_id,
      processor: "dwolla" as ProcessorTokenCreateRequestProcessorEnum,
    };

    const processorTokenResponse =
      await plaidClient.processorTokenCreate(request);
    const processorToken = processorTokenResponse.data.processor_token;

    // Create a funding source URL for the account using the Dwolla customer ID, processor token, and bank name
    const fundingSourceUrl = await addFundingSource({
      dwollaCustomerId: user.dwollaCustomerId,
      processorToken,
      bankName: accountData.name,
    });

    // If the funding source URL is not created, throw an error
    if (!fundingSourceUrl) throw Error;

    // Create a bank account using the user ID, item ID, account ID, access token, funding source URL, and sharable ID
    await createBankAccount({
      userId: user.$id,
      bankId: itemId,
      accountId: accountData.account_id,
      accessToken,
      fundingSourceUrl,
      sharableId: encryptId(accountData.account_id),
    });

    // Revalidate the path to reflect the changes
    revalidatePath("/");

    // Return a success message
    return parseStringify({
      publicTokenExchange: "complete",
    });
  } catch (error) {
    // Log any errors that occur during the process
    console.error("An error occurred while creating exchanging token:", error);
  }
};

user.actions.ts

"use server";

import { revalidatePath } from "next/cache";
import { cookies } from "next/headers";
import { ID, Query } from "node-appwrite";
import {
  CountryCode,
  ProcessorTokenCreateRequest,
  ProcessorTokenCreateRequestProcessorEnum,
  Products,
} from "plaid";

import { plaidClient } from "@/lib/plaid.config";
import {
  parseStringify,
  extractCustomerIdFromUrl,
  encryptId,
} from "@/lib/utils";

import { createAdminClient, createSessionClient } from "../appwrite.config";

import { addFundingSource, createDwollaCustomer } from "./dwolla.actions";

const {
  APPWRITE_DATABASE_ID: DATABASE_ID,
  APPWRITE_USER_COLLECTION_ID: USER_COLLECTION_ID,
  APPWRITE_BANK_COLLECTION_ID: BANK_COLLECTION_ID,
} = process.env;

export const signUp = async ({ password, ...userData }: SignUpParams) => {
  let newUserAccount;

  try {
    // create appwrite user
    const { database, account } = await createAdminClient();
    newUserAccount = await account.create(
      ID.unique(),
      userData.email,
      password,
      `${userData.firstName} ${userData.lastName}`
    );

    if (!newUserAccount) throw new Error("Error creating user");

    // create dwolla customer
    const dwollaCustomerUrl = await createDwollaCustomer({
      ...userData,
      type: "personal",
    });

    if (!dwollaCustomerUrl) throw new Error("Error creating dwolla customer");
    const dwollaCustomerId = extractCustomerIdFromUrl(dwollaCustomerUrl);

    const newUser = await database.createDocument(
      DATABASE_ID!,
      USER_COLLECTION_ID!,
      ID.unique(),
      {
        ...userData,
        userId: newUserAccount.$id,
        dwollaCustomerUrl,
        dwollaCustomerId,
      }
    );

    const session = await account.createEmailPasswordSession(
      userData.email,
      password
    );

    cookies().set("appwrite-session", session.secret, {
      path: "/",
      httpOnly: true,
      sameSite: "strict",
      secure: true,
    });

    return parseStringify(newUser);
  } catch (error) {
    console.error("Error", error);

    // check if account has been created, if so, delete it
    if (newUserAccount?.$id) {
      const { user } = await createAdminClient();
      await user.delete(newUserAccount?.$id);
    }

    return null;
  }
};

export const signIn = async ({ email, password }: signInProps) => {
  try {
    const { account } = await createAdminClient();
    const session = await account.createEmailPasswordSession(email, password);

    cookies().set("appwrite-session", session.secret, {
      path: "/",
      httpOnly: true,
      sameSite: "strict",
      secure: true,
    });

    const user = await getUserInfo({ userId: session.userId });

    return parseStringify(user);
  } catch (error) {
    console.error("Error", error);
    return null;
  }
};

export const getLoggedInUser = async () => {
  try {
    const { account } = await createSessionClient();
    const result = await account.get();

    const user = await getUserInfo({ userId: result.$id });

    return parseStringify(user);
  } catch (error) {
    console.error("Error", error);
    return null;
  }
};

// CREATE PLAID LINK TOKEN
export const createLinkToken = async (user: User) => {
  try {
    const tokeParams = {
      user: {
        client_user_id: user.$id,
      },
      client_name: user.firstName + user.lastName,
      products: ["auth"] as Products[],
      language: "en",
      country_codes: ["US"] as CountryCode[],
    };

    const response = await plaidClient.linkTokenCreate(tokeParams);

    return parseStringify({ linkToken: response.data.link_token });
  } catch (error) {
    console.error(
      "An error occurred while creating a new Horizon user:",
      error
    );
  }
};

// EXCHANGE PLAID PUBLIC TOKEN
// This function exchanges a public token for an access token and item ID
export const exchangePublicToken = async ({
  publicToken,
  user,
}: exchangePublicTokenProps) => {
  try {
    // Exchange public token for access token and item ID
    const response = await plaidClient.itemPublicTokenExchange({
      public_token: publicToken,
    });

    const accessToken = response.data.access_token;
    const itemId = response.data.item_id;

    // Get account information from Plaid using the access token
    const accountsResponse = await plaidClient.accountsGet({
      access_token: accessToken,
    });

    const accountData = accountsResponse.data.accounts[0];

    // Create a processor token for Dwolla using the access token and account ID
    const request: ProcessorTokenCreateRequest = {
      access_token: accessToken,
      account_id: accountData.account_id,
      processor: "dwolla" as ProcessorTokenCreateRequestProcessorEnum,
    };

    const processorTokenResponse =
      await plaidClient.processorTokenCreate(request);
    const processorToken = processorTokenResponse.data.processor_token;

    // Create a funding source URL for the account using the Dwolla customer ID, processor token, and bank name
    const fundingSourceUrl = await addFundingSource({
      dwollaCustomerId: user.dwollaCustomerId,
      processorToken,
      bankName: accountData.name,
    });

    // If the funding source URL is not created, throw an error
    if (!fundingSourceUrl) throw Error;

    // Create a bank account using the user ID, item ID, account ID, access token, funding source URL, and sharable ID
    await createBankAccount({
      userId: user.$id,
      bankId: itemId,
      accountId: accountData.account_id,
      accessToken,
      fundingSourceUrl,
      sharableId: encryptId(accountData.account_id),
    });

    // Revalidate the path to reflect the changes
    revalidatePath("/");

    // Return a success message
    return parseStringify({
      publicTokenExchange: "complete",
    });
  } catch (error) {
    // Log any errors that occur during the process
    console.error("An error occurred while creating exchanging token:", error);
  }
};

export const getUserInfo = async ({ userId }: getUserInfoProps) => {
  try {
    const { database } = await createAdminClient();

    const user = await database.listDocuments(
      DATABASE_ID!,
      USER_COLLECTION_ID!,
      [Query.equal("userId", [userId])]
    );

    if (user.total !== 1) return null;

    return parseStringify(user.documents[0]);
  } catch (error) {
    console.error("Error", error);
    return null;
  }
};

export const createBankAccount = async ({
  accessToken,
  userId,
  accountId,
  bankId,
  fundingSourceUrl,
  sharableId,
}: createBankAccountProps) => {
  try {
    const { database } = await createAdminClient();

    const bankAccount = await database.createDocument(
      DATABASE_ID!,
      BANK_COLLECTION_ID!,
      ID.unique(),
      {
        accessToken,
        userId,
        accountId,
        bankId,
        fundingSourceUrl,
        sharableId,
      }
    );

    return parseStringify(bankAccount);
  } catch (error) {
    console.error("Error", error);
    return null;
  }
};

// get user bank accounts
export const getBanks = async ({ userId }: getBanksProps) => {
  try {
    const { database } = await createAdminClient();

    const banks = await database.listDocuments(
      DATABASE_ID!,
      BANK_COLLECTION_ID!,
      [Query.equal("userId", [userId])]
    );

    return parseStringify(banks.documents);
  } catch (error) {
    console.error("Error", error);
    return null;
  }
};

// get specific bank from bank collection by document id
export const getBank = async ({ documentId }: getBankProps) => {
  try {
    const { database } = await createAdminClient();

    const bank = await database.listDocuments(
      DATABASE_ID!,
      BANK_COLLECTION_ID!,
      [Query.equal("$id", [documentId])]
    );

    if (bank.total !== 1) return null;

    return parseStringify(bank.documents[0]);
  } catch (error) {
    console.error("Error", error);
    return null;
  }
};

// get specific bank from bank collection by account id
export const getBankByAccountId = async ({
  accountId,
}: getBankByAccountIdProps) => {
  try {
    const { database } = await createAdminClient();

    const bank = await database.listDocuments(
      DATABASE_ID!,
      BANK_COLLECTION_ID!,
      [Query.equal("accountId", [accountId])]
    );

    if (bank.total !== 1) return null;

    return parseStringify(bank.documents[0]);
  } catch (error) {
    console.error("Error", error);
    return null;
  }
};

dwolla.actions.ts

"use server";

import { Client } from "dwolla-v2";

const getEnvironment = (): "production" | "sandbox" => {
  const environment = process.env.DWOLLA_ENV as string;

  switch (environment) {
    case "sandbox":
      return "sandbox";
    case "production":
      return "production";
    default:
      throw new Error(
        "Dwolla environment should either be set to `sandbox` or `production`"
      );
  }
};

const dwollaClient = new Client({
  environment: getEnvironment(),
  key: process.env.DWOLLA_KEY as string,
  secret: process.env.DWOLLA_SECRET as string,
});

// Create a Dwolla Funding Source using a Plaid Processor Token
export const createFundingSource = async (
  options: CreateFundingSourceOptions
) => {
  try {
    return await dwollaClient
      .post(`customers/${options.customerId}/funding-sources`, {
        name: options.fundingSourceName,
        plaidToken: options.plaidToken,
      })
      .then((res) => res.headers.get("location"));
  } catch (err) {
    console.error("Creating a Funding Source Failed: ", err);
  }
};

export const createOnDemandAuthorization = async () => {
  try {
    const onDemandAuthorization = await dwollaClient.post(
      "on-demand-authorizations"
    );
    const authLink = onDemandAuthorization.body._links;
    return authLink;
  } catch (err) {
    console.error("Creating an On Demand Authorization Failed: ", err);
  }
};

export const createDwollaCustomer = async (
  newCustomer: NewDwollaCustomerParams
) => {
  try {
    return await dwollaClient
      .post("customers", newCustomer)
      .then((res) => res.headers.get("location"));
  } catch (err) {
    console.error("Creating a Dwolla Customer Failed: ", err);
  }
};

export const createTransfer = async ({
  sourceFundingSourceUrl,
  destinationFundingSourceUrl,
  amount,
}: TransferParams) => {
  try {
    const requestBody = {
      _links: {
        source: {
          href: sourceFundingSourceUrl,
        },
        destination: {
          href: destinationFundingSourceUrl,
        },
      },
      amount: {
        currency: "USD",
        value: amount,
      },
    };
    return await dwollaClient
      .post("transfers", requestBody)
      .then((res) => res.headers.get("location"));
  } catch (err) {
    console.error("Transfer fund failed: ", err);
  }
};

export const addFundingSource = async ({
  dwollaCustomerId,
  processorToken,
  bankName,
}: AddFundingSourceParams) => {
  try {
    // create dwolla auth link
    const dwollaAuthLinks = await createOnDemandAuthorization();

    // add funding source to the dwolla customer & get the funding source url
    const fundingSourceOptions = {
      customerId: dwollaCustomerId,
      fundingSourceName: bankName,
      plaidToken: processorToken,
      _links: dwollaAuthLinks,
    };
    return await createFundingSource(fundingSourceOptions);
  } catch (err) {
    console.error("Transfer fund failed: ", err);
  }
};

bank.actions.ts

"use server";

import {
  ACHClass,
  CountryCode,
  TransferAuthorizationCreateRequest,
  TransferCreateRequest,
  TransferNetwork,
  TransferType,
} from "plaid";

import { plaidClient } from "../plaid.config";
import { parseStringify } from "../utils";

import { getTransactionsByBankId } from "./transaction.actions";
import { getBanks, getBank } from "./user.actions";

// Get multiple bank accounts
export const getAccounts = async ({ userId }: getAccountsProps) => {
  try {
    // get banks from db
    const banks = await getBanks({ userId });

    const accounts = await Promise.all(
      banks?.map(async (bank: Bank) => {
        // get each account info from plaid
        const accountsResponse = await plaidClient.accountsGet({
          access_token: bank.accessToken,
        });
        const accountData = accountsResponse.data.accounts[0];

        // get institution info from plaid
        const institution = await getInstitution({
          institutionId: accountsResponse.data.item.institution_id!,
        });

        const account = {
          id: accountData.account_id,
          availableBalance: accountData.balances.available!,
          currentBalance: accountData.balances.current!,
          institutionId: institution.institution_id,
          name: accountData.name,
          officialName: accountData.official_name,
          mask: accountData.mask!,
          type: accountData.type as string,
          subtype: accountData.subtype! as string,
          appwriteItemId: bank.$id,
          sharableId: bank.sharableId,
        };

        return account;
      })
    );

    const totalBanks = accounts.length;
    const totalCurrentBalance = accounts.reduce((total, account) => {
      return total + account.currentBalance;
    }, 0);

    return parseStringify({ data: accounts, totalBanks, totalCurrentBalance });
  } catch (error) {
    console.error("An error occurred while getting the accounts:", error);
  }
};

// Get one bank account
export const getAccount = async ({ appwriteItemId }: getAccountProps) => {
  try {
    // get bank from db
    const bank = await getBank({ documentId: appwriteItemId });

    // get account info from plaid
    const accountsResponse = await plaidClient.accountsGet({
      access_token: bank.accessToken,
    });
    const accountData = accountsResponse.data.accounts[0];

    // get transfer transactions from appwrite
    const transferTransactionsData = await getTransactionsByBankId({
      bankId: bank.$id,
    });

    const transferTransactions = transferTransactionsData.documents.map(
      (transferData: Transaction) => ({
        id: transferData.$id,
        name: transferData.name!,
        amount: transferData.amount!,
        date: transferData.$createdAt,
        paymentChannel: transferData.channel,
        category: transferData.category,
        type: transferData.senderBankId === bank.$id ? "debit" : "credit",
      })
    );

    // get institution info from plaid
    const institution = await getInstitution({
      institutionId: accountsResponse.data.item.institution_id!,
    });

    const transactions = await getTransactions({
      accessToken: bank?.accessToken,
    });

    const account = {
      id: accountData.account_id,
      availableBalance: accountData.balances.available!,
      currentBalance: accountData.balances.current!,
      institutionId: institution.institution_id,
      name: accountData.name,
      officialName: accountData.official_name,
      mask: accountData.mask!,
      type: accountData.type as string,
      subtype: accountData.subtype! as string,
      appwriteItemId: bank.$id,
    };

    // sort transactions by date such that the most recent transaction is first
    const allTransactions = [...transactions, ...transferTransactions].sort(
      (a, b) => new Date(b.date).getTime() - new Date(a.date).getTime()
    );

    return parseStringify({
      data: account,
      transactions: allTransactions,
    });
  } catch (error) {
    console.error("An error occurred while getting the account:", error);
  }
};

// Get bank info
export const getInstitution = async ({
  institutionId,
}: getInstitutionProps) => {
  try {
    const institutionResponse = await plaidClient.institutionsGetById({
      institution_id: institutionId,
      country_codes: ["US"] as CountryCode[],
    });

    const intitution = institutionResponse.data.institution;

    return parseStringify(intitution);
  } catch (error) {
    console.error("An error occurred while getting the accounts:", error);
  }
};

// Get transactions
export const getTransactions = async ({
  accessToken,
}: getTransactionsProps) => {
  let hasMore = true;
  let transactions: any = [];

  try {
    // Iterate through each page of new transaction updates for item
    while (hasMore) {
      const response = await plaidClient.transactionsSync({
        access_token: accessToken,
      });

      const data = response.data;

      transactions = response.data.added.map((transaction) => ({
        id: transaction.transaction_id,
        name: transaction.name,
        paymentChannel: transaction.payment_channel,
        type: transaction.payment_channel,
        accountId: transaction.account_id,
        amount: transaction.amount,
        pending: transaction.pending,
        category: transaction.category ? transaction.category[0] : "",
        date: transaction.date,
        image: transaction.logo_url,
      }));

      hasMore = data.has_more;
    }

    return parseStringify(transactions);
  } catch (error) {
    console.error("An error occurred while getting the accounts:", error);
  }
};

// Create Transfer
export const createTransfer = async () => {
  const transferAuthRequest: TransferAuthorizationCreateRequest = {
    access_token: "access-sandbox-cddd20c1-5ba8-4193-89f9-3a0b91034c25",
    account_id: "Zl8GWV1jqdTgjoKnxQn1HBxxVBanm5FxZpnQk",
    funding_account_id: "442d857f-fe69-4de2-a550-0c19dc4af467",
    type: "credit" as TransferType,
    network: "ach" as TransferNetwork,
    amount: "10.00",
    ach_class: "ppd" as ACHClass,
    user: {
      legal_name: "Anne Charleston",
    },
  };
  try {
    const transferAuthResponse =
      await plaidClient.transferAuthorizationCreate(transferAuthRequest);
    const authorizationId = transferAuthResponse.data.authorization.id;

    const transferCreateRequest: TransferCreateRequest = {
      access_token: "access-sandbox-cddd20c1-5ba8-4193-89f9-3a0b91034c25",
      account_id: "Zl8GWV1jqdTgjoKnxQn1HBxxVBanm5FxZpnQk",
      description: "payment",
      authorization_id: authorizationId,
    };

    const responseCreateResponse = await plaidClient.transferCreate(
      transferCreateRequest
    );

    const transfer = responseCreateResponse.data.transfer;
    return parseStringify(transfer);
  } catch (error) {
    console.error(
      "An error occurred while creating transfer authorization:",
      error
    );
  }
};

BankTabItem.tsx

"use client";

import { useSearchParams, useRouter } from "next/navigation";

import { cn, formUrlQuery } from "@/lib/utils";

export const BankTabItem = ({ account, appwriteItemId }: BankTabItemProps) => {
  const searchParams = useSearchParams();
  const router = useRouter();
  const isActive = appwriteItemId === account?.appwriteItemId;

  const handleBankChange = () => {
    const newUrl = formUrlQuery({
      params: searchParams.toString(),
      key: "id",
      value: account?.appwriteItemId,
    });
    router.push(newUrl, { scroll: false });
  };

  return (
    <div
      onClick={handleBankChange}
      className={cn(`banktab-item`, {
        " border-blue-600": isActive,
      })}
    >
      <p
        className={cn(`text-16 line-clamp-1 flex-1 font-medium text-gray-500`, {
          " text-blue-600": isActive,
        })}
      >
        {account.name}
      </p>
    </div>
  );
};

BankInfo.tsx

"use client";

import Image from "next/image";
import { useSearchParams, useRouter } from "next/navigation";

import {
  cn,
  formUrlQuery,
  formatAmount,
  getAccountTypeColors,
} from "@/lib/utils";

const BankInfo = ({ account, appwriteItemId, type }: BankInfoProps) => {
  const router = useRouter();
  const searchParams = useSearchParams();

  const isActive = appwriteItemId === account?.appwriteItemId;

  const handleBankChange = () => {
    const newUrl = formUrlQuery({
      params: searchParams.toString(),
      key: "id",
      value: account?.appwriteItemId,
    });
    router.push(newUrl, { scroll: false });
  };

  const colors = getAccountTypeColors(account?.type as AccountTypes);

  return (
    <div
      onClick={handleBankChange}
      className={cn(`bank-info ${colors.bg}`, {
        "shadow-sm border-blue-700": type === "card" && isActive,
        "rounded-xl": type === "card",
        "hover:shadow-sm cursor-pointer": type === "card",
      })}
    >
      <figure
        className={`flex-center h-fit rounded-full bg-blue-100 ${colors.lightBg}`}
      >
        <Image
          src="/icons/connect-bank.svg"
          width={20}
          height={20}
          alt={account.subtype}
          className="m-2 min-w-5"
        />
      </figure>
      <div className="flex w-full flex-1 flex-col justify-center gap-1">
        <div className="bank-info_content">
          <h2
            className={`text-16 line-clamp-1 flex-1 font-bold text-blue-900 ${colors.title}`}
          >
            {account.name}
          </h2>
          {type === "full" && (
            <p
              className={`text-12 rounded-full px-3 py-1 font-medium text-blue-700 ${colors.subText} ${colors.lightBg}`}
            >
              {account.subtype}
            </p>
          )}
        </div>

        <p className={`text-16 font-medium text-blue-700 ${colors.subText}`}>
          {formatAmount(account.currentBalance)}
        </p>
      </div>
    </div>
  );
};

export default BankInfo;

Copy.tsx

"use client";
import { useState } from "react";

import { Button } from "./ui/button";

const Copy = ({ title }: { title: string }) => {
  const [hasCopied, setHasCopied] = useState(false);

  const copyToClipboard = () => {
    navigator.clipboard.writeText(title);
    setHasCopied(true);

    setTimeout(() => {
      setHasCopied(false);
    }, 2000);
  };

  return (
    <Button
      data-state="closed"
      className="mt-3 flex max-w-[320px] gap-4"
      variant="secondary"
      onClick={copyToClipboard}
    >
      <p className="line-clamp-1 w-full max-w-full text-xs font-medium text-black-2">
        {title}
      </p>

      {!hasCopied ? (
        <svg
          xmlns="http://www.w3.org/2000/svg"
          width="24"
          height="24"
          viewBox="0 0 24 24"
          fill="none"
          stroke="currentColor"
          stroke-width="2"
          stroke-linecap="round"
          stroke-linejoin="round"
          className="mr-2 size-4"
        >
          <rect width="14" height="14" x="8" y="8" rx="2" ry="2"></rect>
          <path d="M4 16c-1.1 0-2-.9-2-2V4c0-1.1.9-2 2-2h10c1.1 0 2 .9 2 2"></path>
        </svg>
      ) : (
        <svg
          xmlns="http://www.w3.org/2000/svg"
          width="24"
          height="24"
          viewBox="0 0 24 24"
          fill="none"
          stroke="currentColor"
          stroke-width="2"
          stroke-linecap="round"
          stroke-linejoin="round"
          className="mr-2 size-4"
        >
          <polyline points="20 6 9 17 4 12"></polyline>
        </svg>
      )}
    </Button>
  );
};

export default Copy;

PaymentTransferForm.tsx

"use client";

import { zodResolver } from "@hookform/resolvers/zod";
import { Loader2 } from "lucide-react";
import { useRouter } from "next/navigation";
import { useState } from "react";
import { useForm } from "react-hook-form";
import * as z from "zod";

import { createTransfer } from "@/lib/actions/dwolla.actions";
import { createTransaction } from "@/lib/actions/transaction.actions";
import { getBank, getBankByAccountId } from "@/lib/actions/user.actions";
import { decryptId } from "@/lib/utils";

import { BankDropdown } from "./bank/BankDropdown";
import { Button } from "./ui/button";
import {
  Form,
  FormControl,
  FormDescription,
  FormField,
  FormItem,
  FormLabel,
  FormMessage,
} from "./ui/form";
import { Input } from "./ui/input";
import { Textarea } from "./ui/textarea";

const formSchema = z.object({
  email: z.string().email("Invalid email address"),
  name: z.string().min(4, "Transfer note is too short"),
  amount: z.string().min(4, "Amount is too short"),
  senderBank: z.string().min(4, "Please select a valid bank account"),
  sharableId: z.string().min(8, "Please select a valid sharable Id"),
});

const PaymentTransferForm = ({ accounts }: PaymentTransferFormProps) => {
  const router = useRouter();
  const [isLoading, setIsLoading] = useState(false);

  const form = useForm<z.infer<typeof formSchema>>({
    resolver: zodResolver(formSchema),
    defaultValues: {
      name: "",
      email: "",
      amount: "",
      senderBank: "",
      sharableId: "",
    },
  });

  const submit = async (data: z.infer<typeof formSchema>) => {
    setIsLoading(true);

    try {
      const receiverAccountId = decryptId(data.sharableId);
      const receiverBank = await getBankByAccountId({
        accountId: receiverAccountId,
      });
      const senderBank = await getBank({ documentId: data.senderBank });

      const transferParams = {
        sourceFundingSourceUrl: senderBank.fundingSourceUrl,
        destinationFundingSourceUrl: receiverBank.fundingSourceUrl,
        amount: data.amount,
      };
      // create transfer
      const transfer = await createTransfer(transferParams);

      // create transfer transaction
      if (transfer) {
        const transaction = {
          name: data.name,
          amount: data.amount,
          senderId: senderBank.userId.$id,
          senderBankId: senderBank.$id,
          receiverId: receiverBank.userId.$id,
          receiverBankId: receiverBank.$id,
          email: data.email,
        };

        const newTransaction = await createTransaction(transaction);

        if (newTransaction) {
          form.reset();
          router.push("/");
        }
      }
    } catch (error) {
      console.error("Submitting create transfer request failed: ", error);
    }

    setIsLoading(false);
  };

  return (
    <Form {...form}>
      <form onSubmit={form.handleSubmit(submit)} className="flex flex-col">
        <FormField
          control={form.control}
          name="senderBank"
          render={() => (
            <FormItem className="border-t border-gray-200">
              <div className="payment-transfer_form-item pb-6 pt-5">
                <div className="payment-transfer_form-content">
                  <FormLabel className="text-14 font-medium text-gray-700">
                    Select Source Bank
                  </FormLabel>
                  <FormDescription className="text-12 font-normal text-gray-600">
                    Select the bank account you want to transfer funds from
                  </FormDescription>
                </div>
                <div className="flex w-full flex-col">
                  <FormControl>
                    <BankDropdown
                      accounts={accounts}
                      setValue={form.setValue}
                      otherStyles="!w-full"
                    />
                  </FormControl>
                  <FormMessage className="text-12 text-red-500" />
                </div>
              </div>
            </FormItem>
          )}
        />

        <FormField
          control={form.control}
          name="name"
          render={({ field }) => (
            <FormItem className="border-t border-gray-200">
              <div className="payment-transfer_form-item pb-6 pt-5">
                <div className="payment-transfer_form-content">
                  <FormLabel className="text-14 font-medium text-gray-700">
                    Transfer Note (Optional)
                  </FormLabel>
                  <FormDescription className="text-12 font-normal text-gray-600">
                    Please provide any additional information or instructions
                    related to the transfer
                  </FormDescription>
                </div>
                <div className="flex w-full flex-col">
                  <FormControl>
                    <Textarea
                      placeholder="Write a short note here"
                      className="input-class"
                      {...field}
                    />
                  </FormControl>
                  <FormMessage className="text-12 text-red-500" />
                </div>
              </div>
            </FormItem>
          )}
        />

        <div className="payment-transfer_form-details">
          <h2 className="text-18 font-semibold text-gray-900">
            Bank account details
          </h2>
          <p className="text-16 font-normal text-gray-600">
            Enter the bank account details of the recipient
          </p>
        </div>

        <FormField
          control={form.control}
          name="email"
          render={({ field }) => (
            <FormItem className="border-t border-gray-200">
              <div className="payment-transfer_form-item py-5">
                <FormLabel className="text-14 w-full max-w-[280px] font-medium text-gray-700">
                  Recipient&apos;s Email Address
                </FormLabel>
                <div className="flex w-full flex-col">
                  <FormControl>
                    <Input
                      placeholder="ex: [email protected]"
                      className="input-class"
                      {...field}
                    />
                  </FormControl>
                  <FormMessage className="text-12 text-red-500" />
                </div>
              </div>
            </FormItem>
          )}
        />

        <FormField
          control={form.control}
          name="sharableId"
          render={({ field }) => (
            <FormItem className="border-t border-gray-200">
              <div className="payment-transfer_form-item pb-5 pt-6">
                <FormLabel className="text-14 w-full max-w-[280px] font-medium text-gray-700">
                  Receiver&apos;s Plaid Sharable Id
                </FormLabel>
                <div className="flex w-full flex-col">
                  <FormControl>
                    <Input
                      placeholder="Enter the public account number"
                      className="input-class"
                      {...field}
                    />
                  </FormControl>
                  <FormMessage className="text-12 text-red-500" />
                </div>
              </div>
            </FormItem>
          )}
        />

        <FormField
          control={form.control}
          name="amount"
          render={({ field }) => (
            <FormItem className="border-y border-gray-200">
              <div className="payment-transfer_form-item py-5">
                <FormLabel className="text-14 w-full max-w-[280px] font-medium text-gray-700">
                  Amount
                </FormLabel>
                <div className="flex w-full flex-col">
                  <FormControl>
                    <Input
                      placeholder="ex: 5.00"
                      className="input-class"
                      {...field}
                    />
                  </FormControl>
                  <FormMessage className="text-12 text-red-500" />
                </div>
              </div>
            </FormItem>
          )}
        />

        <div className="payment-transfer_btn-box">
          <Button type="submit" className="payment-transfer_btn">
            {isLoading ? (
              <>
                <Loader2 size={20} className="animate-spin" /> &nbsp; Sending...
              </>
            ) : (
              "Transfer Funds"
            )}
          </Button>
        </div>
      </form>
    </Form>
  );
};

export default PaymentTransferForm;

Missing from the video (top right on the transaction list page) BankDropdown.tsx

"use client";

import Image from "next/image";
import { useSearchParams, useRouter } from "next/navigation";
import { useState } from "react";

import {
  Select,
  SelectContent,
  SelectGroup,
  SelectItem,
  SelectLabel,
  SelectTrigger,
} from "@/components/ui/select";
import { formUrlQuery, formatAmount } from "@/lib/utils";

export const BankDropdown = ({
  accounts = [],
  setValue,
  otherStyles,
}: BankDropdownProps) => {
  const searchParams = useSearchParams();
  const router = useRouter();
  const [selected, setSeclected] = useState(accounts[0]);

  const handleBankChange = (id: string) => {
    const account = accounts.find((account) => account.appwriteItemId === id)!;

    setSeclected(account);
    const newUrl = formUrlQuery({
      params: searchParams.toString(),
      key: "id",
      value: id,
    });
    router.push(newUrl, { scroll: false });

    if (setValue) {
      setValue("senderBank", id);
    }
  };

  return (
    <Select
      defaultValue={selected.id}
      onValueChange={(value) => handleBankChange(value)}
    >
      <SelectTrigger
        className={`flex w-full gap-3 md:w-[300px] ${otherStyles}`}
      >
        <Image
          src="icons/credit-card.svg"
          width={20}
          height={20}
          alt="account"
        />
        <p className="line-clamp-1 w-full text-left">{selected.name}</p>
      </SelectTrigger>
      <SelectContent
        className={`w-full md:w-[300px] ${otherStyles}`}
        align="end"
      >
        <SelectGroup>
          <SelectLabel className="py-2 font-normal text-gray-500">
            Select a bank to display
          </SelectLabel>
          {accounts.map((account: Account) => (
            <SelectItem
              key={account.id}
              value={account.appwriteItemId}
              className="cursor-pointer border-t"
            >
              <div className="flex flex-col ">
                <p className="text-16 font-medium">{account.name}</p>
                <p className="text-14 font-medium text-blue-600">
                  {formatAmount(account.currentBalance)}
                </p>
              </div>
            </SelectItem>
          ))}
        </SelectGroup>
      </SelectContent>
    </Select>
  );
};

Pagination.tsx

"use client";

import Image from "next/image";
import { useRouter, useSearchParams } from "next/navigation";

import { Button } from "@/components/ui/button";
import { formUrlQuery } from "@/lib/utils";

export const Pagination = ({ page, totalPages }: PaginationProps) => {
  const router = useRouter();
  const searchParams = useSearchParams()!;

  const handleNavigation = (type: "prev" | "next") => {
    const pageNumber = type === "prev" ? page - 1 : page + 1;

    const newUrl = formUrlQuery({
      params: searchParams.toString(),
      key: "page",
      value: pageNumber.toString(),
    });

    router.push(newUrl, { scroll: false });
  };

  return (
    <div className="flex justify-between gap-3">
      <Button
        size="lg"
        variant="ghost"
        className="p-0 hover:bg-transparent"
        onClick={() => handleNavigation("prev")}
        disabled={Number(page) <= 1}
      >
        <Image
          src="/icons/arrow-left.svg"
          alt="arrow"
          width={20}
          height={20}
          className="mr-2"
        />
        Prev
      </Button>
      <p className="text-14 flex items-center px-2">
        {page} / {totalPages}
      </p>
      <Button
        size="lg"
        variant="ghost"
        className="p-0 hover:bg-transparent"
        onClick={() => handleNavigation("next")}
        disabled={Number(page) >= totalPages}
      >
        Next
        <Image
          src="/icons/arrow-left.svg"
          alt="arrow"
          width={20}
          height={20}
          className="ml-2 -scale-x-100"
        />
      </Button>
    </div>
  );
};

Category.tsx

import Image from "next/image";

import { topCategoryStyles } from "@/constants";
import { cn } from "@/lib/utils";

import { Progress } from "./ui/progress";

export const Category = ({ category }: CategoryProps) => {
  const {
    bg,
    circleBg,
    text: { main, count },
    progress: { bg: progressBg, indicator },
    icon,
  } = topCategoryStyles[category.name as keyof typeof topCategoryStyles] ||
  topCategoryStyles.default;

  return (
    <div className={cn("gap-[18px] flex p-4 rounded-xl", bg)}>
      <figure className={cn("flex-center size-10 rounded-full", circleBg)}>
        <Image src={icon} width={20} height={20} alt={category.name} />
      </figure>
      <div className="flex w-full flex-1 flex-col gap-2">
        <div className="text-14 flex justify-between">
          <h2 className={cn("font-medium", main)}>{category.name}</h2>
          <h3 className={cn("font-normal", count)}>{category.count}</h3>
        </div>
        <Progress
          value={(category.count / category.totalCount) * 100}
          className={cn("h-2 w-full", progressBg)}
          indicatorClassName={cn("h-2 w-full", indicator)}
        />
      </div>
    </div>
  );
};

🔗 Links

Assets used in the project can be found here

🚀 More

Advance your skills with Next.js Pro Course

Enjoyed creating this project? Dive deeper into our PRO courses for a richer learning experience. They're packed with detailed explanations, cool features, and exercises to boost your skills. Give it a go!