Mini Finance Innovations is a finance web application project. The goal is to simulate online banking by generating online virtual cards for new users, enabling account top-ups via the user's debit card, adding friends, facilitating transactions between users, and maintaining transaction history. The main focus of this project is to practice REST, React, React-router, ES6 features, CSS/CSS modules, and responsive design.

Notes

• Please consider that Backendless requests are limited for free tier and will shut down the server for a day

• Mini Finance Innovations
• Test account
• Features
• Libraries and Services
• Usage
• Installation
• Project content
• Design and Architecture
• Future updates
• Contributing
• License

username `[email protected]` password `Minifinance123`

username `[email protected]` password `Minifinance123`

• Get online virtual card generation upon register
• Account top-up via user's debit card, paypal or bank transfer
• Add friends, manage friends, add favourite friends
• Real-time notifications
• User-to-user transactions send receive money
• Transaction history tracking
• Autocomplete user input based on data
• User profile management (picture, profile details etc.)

The project utilizes the following libraries and services:

• Backendless as the backend service
• Exchange Rate API for real-time exchange rates
• Create-react-app library
• React-router library
• React credit card 2 library
• Ant Design library for a few components
• Font Awesome Icons library
• Dotenv library for secret keys

Here are some examples of how to use this project:

1. Register
2. Topping up the account using a credit card
3. Add friends
4. Remove friends
5. Making a transaction to another user in the ecosystem of "Mini Finance Innovations"
6. Viewing transactions history
7. Changing profile info and profile picture
8. Interact with notifications

To get started with this project, follow these steps:

1. Clone the repository

   git clone https://github.com/batanoffs/mini-finance.git

2. Navigate to the project directory: cd your-project-directory

3. Install dependencies:

   npm install

4. Start the development server:

   npm start

5. Open your browser and go to https://localhost:3000/mini-finance/ to view the app.

6. Login with test credentials or register new account

• Login Register

  The user can log in to the app with an existing account or register a new one. The registration is a multi-step process as shown below and clearly displays the user's current stage. There is validation implemented for the user's input.

  Steps	From left to right:

• About

  

• Dashboard

  Provides a central interface for managing the account, navigation, including virtual card, balance, last transactions, quick actions and buttons.

  Web	Mobile

• User balance

  The dashboard contains the information about the current balance of the user for quick financial overview as well virtual card details

  

• Notifications

  Provides real-time notifications for friend requests and money transactions to inform users in real-time. The notifications also display the time when the notification was created and possible actions, when the user hovers over the notification with the mouse.

  Users can request money from other users in the ecosystem as long as they are in their list of friends.The form is invoked from a button located on the dashboard and allows automatic filling / Autocomplete of the field if the friend has been found.

  Notification Type	Image
  Friend request notification
  Accept Friend request message
  Money recieved notification
  Delete notification message
  Money request notification
  Message reject

• Profile menu

  Web	Mobile

• Transactions

  Needs update

• Profile settings

  Users can change information about their account, including email, profile picture and information about credit card, as well as manage their notifications.

  

• Quick actions

  Provides a quick way to execute tasks such as sending money, adding friends, requesting money, and adding friends to a category of favorite

  Quick actions	Add Friends and transaction buttons

  Change	Show buttons	Delete

• Last transactions

  Users can view their transaction history, which shows the last 5 transactions

• Autocomplete

  

• Wallet

  Shows all movements in the account, as well as quick buttons for sending money, loading money and searching for an amount

• Profile overview

  Here the user can view their data and perform actions towards their friends, as well as see who they are

  Overview	Hover friends action buttons

• Help center

  Menu for help and frequently asked questions with search functionality (still not implemented)

  

Serverless architecture, based on Backendless as a provider. Used Exhange Rate API for live update rates

• Context Providers

  AuthContext provides data of authenticated user to welcomePage component through useContext from React. Additionally exports useAuthContext()

• Custom Hooks

  useMessage() returns function message from Antd, which takes type and text

  useForm(initialState, onLogin, onRegister) takes initial state for form, and functions to be called on login and register. Inside it there's also useValidate hook which validates input from user. Finally it returns:

  • values updated form values
  • error errors if there were any during validation
  • changeHandler updates form values and is used as onChange prop for input
  • validateHandler validates input from user
  • onSubmitLogin checks if request was successful
  • resetFormHandler clears input fields
  • onSubmitRegister checks if request was successful
  • onFocusHandler clears currently focused input field

  useSessionStorage(key, initialValue) takes key to store in sessionStorage and initial value. Finally it returns:

  • setSessionStorageState function to set current state
  • state current state

  useValidate(initialStatе) takes initial state which comes from useForm. Finally it returns:

  • error state of errors in the current moment
  • errorHandler function that validates errors and sets them in state
  • clearErrorHandler function that clears errors

• Routers

  • Main router is located in App component
  • Secondary router is located in WelcomePage component

• Constants

  baseURL stores base URL for backendless and exchangerate api

• Utils

  • setNewGeneratedId() takes nothing. Generates random number from 0 – 100 and checks if there's already user with such id and if there is, generates new one and returns it

  • formatDate(date) takes date and returns formatted

  • showLastCardDidgits(number) takes bank card number and returns last four digits

• Services

  • authService for Authentication
  • cardGeneratorService for Virtual card generation
  • exchangeRateService for Exchange Rate
  • notificationService for Notifications
  • transactionService for Transactions
  • userDataService for User Data

• Database schema - tables and relations

  

• oAuth
• Change notification settings
• Change profile info
• Age check on register
• Top up account
• Language change
• Dark theme
• Chat bot
• Help center search topic
• Update subscription plan
• Wallet transactions

This project is maintained by batanoffs and tested by Ivan-0101. Currently is not open to additional contributions.

It is inspired by the layout of Tooplate 2135 Mini Finance Template. Some icons are used from Julia G at www.icons8.com

This project is licensed under MIT Licence - see the LICENSE.txt file for details.