Build a Finance SaaS Platform -15（Transaction Form）

日常练习
Word count: 2.1k   |   Reading time≈ 13 min

Install Package：

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npm i react-select
npm i date-fns@3.0.0
npm i react-day-picker
npm i react-currency-input-field

npx shadcn@latest add calender
npx shadcn@latest add popover 
npx shadcn@latest add textarea 
npx shadcn@latest add tooltip

Add Sheet Hook

Add features/transactions/hooks/use-new-transaction.ts

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import { create } from "zustand";

type NewTransactionStore = {
  open: boolean;
  onOpen: () => void;
  onClose: () => void;
};

export const useNewTransaction = create<NewTransactionStore>((set) => ({
  open: false,
  onOpen: () => set({ open: true }),
  onClose: () => set({ open: false }),
}));

features/transactions/hooks/use-open-transaction.ts

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import { create } from "zustand";

type OpenTransactionState = {
  id?: string;
  open: boolean;
  onOpen: (id: string) => void;
  onClose: () => void;
};

export const useOpenTransaction = create<OpenTransactionState>((set) => ({
  id: undefined,
  open: false,
  onOpen: (id: string) => set({ open: true, id }),
  onClose: () => set({ open: false, id:undefined }),
}));

Add Customizing Components

Add components/date-picker.tsx:

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import * as React from "react";
import { format } from "date-fns";
import { Calendar as CalendarIcon } from "lucide-react";
import { SelectSingleEventHandler } from "react-day-picker";

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

import {
  Popover,
  PopoverContent,
  PopoverTrigger,
} from "@/components/ui/popover";
import { Button } from "@/components/ui/button";
import { Calendar } from "@/components/ui/calendar";

type Props = {
  value?: Date;
  onChange?: SelectSingleEventHandler;
  disabled?: boolean;
}

export const DatePicker = ({
  value,
  onChange,
  disabled,
}: Props) => {
  return (
    <Popover>
      <PopoverTrigger asChild>
        <Button
          disabled={disabled}
          variant="outline"
          className={cn(
            "w-full justify-start text-left font-normal",
            !value && "text-muted-foreground",
          )}
        >
          <CalendarIcon className="size-4 mr-2" />
          {value ? format(value, "PPP") : <span>Pick a date</span>}
        </Button>
      </PopoverTrigger>
      <PopoverContent>
        <Calendar 
          mode="single"
          selected={value}
          onSelect={onChange}
          disabled={disabled}
          initialFocus
        />
      </PopoverContent>
    </Popover>
  );
}

Add components/amount-input.tsx:

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import CurrencyInput from "react-currency-input-field";
import { Info, MinusCircle, PlusCircle } from "lucide-react";

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

import {
  Tooltip,
  TooltipContent,
  TooltipProvider,
  TooltipTrigger,
} from "@/components/ui/tooltip";

type Props = {
  value: string;
  onChange: (value: string | undefined) => void;
  placeholder?: string;
  disabled?: boolean;
};

export const AmountInput = ({
  value,
  onChange,
  placeholder,
  disabled,
}: Props) => {
  const parsedValue = parseFloat(value);
  const isIncome = parsedValue > 0;
  const isExpense = parsedValue < 0;

  const onReverseValue = ()=>{
    if (!value) return;
    onChange((parseFloat(value) * -1).toString());
  }
  return(
    <div className="relative">
      <TooltipProvider>
        <Tooltip delayDuration={100}>
          <TooltipTrigger asChild>
            <button
              type="button"
              onClick={onReverseValue}
              className={cn(
                "bg-slate-400 hover:bg-slate-500 absolute top-1.5 left-1.5 rounded-md p-2 flex items-center justify-center transition",
                isIncome && "bg-emerald-500 hover:bg-emerald-600",
                isExpense && "bg-rose-500 hover:bg-rose-600"
              )}
            >
              {!parsedValue && <Info className="size-3 text-white" />}
              {isIncome && <PlusCircle className="size-3 text-white"/>}
              {isExpense && <MinusCircle className="size-3 text-white" />}
            </button>
          </TooltipTrigger>
          <TooltipContent>
            Use [+] for income and [-] for expense
          </TooltipContent>
        </Tooltip>
      </TooltipProvider>
      <CurrencyInput 
        prefix="$"
        className="pl-10 flex h-10 w-full rounded-md border border-input bg-background px-3 py-2 text-sm ring-offset-background file:border-0 file:bg-transparent file:text-sm file:font-medium placeholder:text-muted-foreground focus-visible:outline-none focus-visible:ring-2 focus-visible:ring-ring focus-visible:ring-offset-2 disabled:cursor-not-allowed disabled:opacity-50"
        placeholder={placeholder}
        value={value}
        decimalsLimit={2}
        decimalScale={2}
        onValueChange={onChange}
        disabled={disabled}
      />
      <p>
        {isIncome && "This will count as income"}
        {isExpense && "This will count as expense"}
      </p>
    </div>
  )
}

Add components/select.tsx:

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"use client";

import { useMemo } from "react";
import { SingleValue } from "react-select";
import CreatableSelect from "react-select/creatable";

type Props = {
  onChange: (value?: string) => void;
  onCreate?: (value: string) => void;
  options?: {label: string; value: string}[];
  value?: string | null | undefined;
  disabled?: boolean;
  placeholder?: string;
}

export const Select = ({
  value,
  onChange,
  onCreate,
  disabled,
  options = [],
  placeholder,
}: Props) => {
  const onSelect = (
    option: SingleValue<{ label:string, value:string }>
  ) => {
    onChange(option?.value);
  }

  const formattedValue = useMemo(()=> {
    return options.find((option) => option.value === value );
  }, [options, value])

  return (
    <CreatableSelect 
      placeholder={placeholder}
      className="text-sm h-10"
      styles={{
        control: (base)=>({
          ...base,
          borderColor: "e2e8f0",
          ":hover": {
            borderColor: "e2e8f0"
          }
        })
      }}
      value={formattedValue}
      onChange={onSelect}
      options={options}
      onCreateOption={onCreate}
      isDisabled={disabled}
    />
  )
}

Add Transaction Form

Add features/transactions/components/transaction-form.tsx

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import { z } from "zod";
import { insertTransactionSchema } from "@/db/schema";
import { Trash } from "lucide-react";
import { useForm } from "react-hook-form";
import { zodResolver } from "@hookform/resolvers/zod";

import { Button } from "@/components/ui/button";
import { Input } from "@/components/ui/input";
import { Textarea } from "@/components/ui/textarea";
import { Select } from "@/components/select";
import { DatePicker } from "@/components/date-picker";
import { AmountInput } from "@/components/amount-input";

import { Form, FormControl, FormField, FormItem, FormLabel, FormMessage } from "@/components/ui/form";
import { convertAmountToMilliunits } from "@/lib/utils";

const formSchema = z.object({
  date: z.coerce.date(),
  accountId: z.string(),
  categoryId: z.string().nullable().optional(),
  payee: z.string(),
  amount: z.string(),
  notes: z.string().nullable().optional(),
})

const apiSchema =insertTransactionSchema.omit({
  id: true,
});

type FormValues = z.input<typeof formSchema>;
type ApiFormValues = z.input<typeof apiSchema>;

type Props = {
  id?: string;
  defaultValues?: FormValues;
  onSubmit: (values: ApiFormValues) => void;
  onDelete?: () => void;
  disabled?: boolean;
  accountOptions: { label: string; value: string;}[];
  categoryOptions: { label: string; value: string;}[];
  onCreateAccount: (name: string) => void;
  onCreateCategory: (name:string) => void;
};

export const TransactionForm = ({ 
  id, 
  defaultValues,
  onSubmit,
  onDelete,
  disabled,
  accountOptions,
  categoryOptions,
  onCreateAccount,
  onCreateCategory,
}: Props) => {
  const form = useForm<FormValues>({
    resolver: zodResolver(formSchema),
    defaultValues,
  });

  const handleSubmit = (values: FormValues) => {
    const amount = parseFloat(values.amount);
    const amountInMiliunits = convertAmountToMilliunits(amount);

    //console.log({values});
    onSubmit({
      ...values,
      amount: amountInMiliunits,
    })
  };

  const handleDelete = () => {
    onDelete?.();
  };  

  return (
    <Form {...form}>
      <form 
        onSubmit={form.handleSubmit(handleSubmit)}
        className="space-y-4 pt-4"
      >
        <FormField
          name="date"
          control={form.control}
          render={({ field }) => (
            <FormItem>
              <FormControl>
                <DatePicker 
                  value={field.value}
                  onChange={field.onChange}
                  disabled={disabled}
                />
              </FormControl>
            </FormItem>
          )}
        />
        <FormField
          control={form.control}
          name="accountId"
          render={({ field }) => (
            <FormItem>
              <FormLabel>
                Acount
              </FormLabel>
              <FormControl>
                <Select 
                  placeholder="Select an account"
                  options={accountOptions}
                  onCreate={onCreateAccount}
                  value={field.value}
                  onChange={field.onChange}
                  disabled={disabled}
                />
              </FormControl>
            </FormItem>
          )}
        />
        <FormField
          control={form.control}
          name="categoryId"
          render={({ field }) => (
            <FormItem>
              <FormLabel>
                Category
              </FormLabel>
              <FormControl>
                <Select 
                  placeholder="Select an category"
                  options={categoryOptions}
                  onCreate={onCreateCategory}
                  value={field.value}
                  onChange={field.onChange}
                  disabled={disabled}
                />
              </FormControl>
            </FormItem>
          )}
        />
        <FormField
          name="payee"
          control={form.control}
          render={({ field }) => (
            <FormItem>
              <FormLabel>
                Payee
              </FormLabel>
              <FormControl>
                <Input 
                  disabled={disabled}
                  placeholder="Add a payee"
                  {...field}
                />
              </FormControl>
            </FormItem>
          )}
        />
        <FormField
          name="amount"
          control={form.control}
          render={({ field }) => (
            <FormItem>
              <FormLabel>
                Amount
              </FormLabel>
              <FormControl>
                <AmountInput
                  {...field}
                  disabled={disabled}
                  placeholder="0.00"
                />
              </FormControl>
            </FormItem>
          )}
        />        
        <FormField
          name="notes"
          control={form.control}
          render={({ field }) => (
            <FormItem>
              <FormLabel>
                Notes
              </FormLabel>
              <FormControl>
                <Textarea 
                  {...field}
                  value={field.value ?? ""}
                  disabled={disabled}
                  placeholder="Optional notes"
                />
              </FormControl>
            </FormItem>
          )}
        />
        <Button className="w-full" disabled={disabled}>
          {id ? "Save Changes":"Create Transaction" }
        </Button>
        {!!id && (
          <Button
          type="button"
          disabled={disabled}
          onClick={handleDelete}
          className="w-full"
          variant="outline"
          >
            <Trash className="size-4 mr-3"/>
            Delete Transaction
          </Button>
        )}
      </form>
    </Form>
  )
};

Add New Transaction Sheet

Add features/transactions/components/new-transaction-sheet.tsx

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import { z } from "zod";
import { insertTransactionSchema } from "@/db/schema";
import { useNewTransaction } from "@/features/transactions/hooks/use-new-transaction";
import { 
  Sheet, 
  SheetContent, 
  SheetDescription, 
  SheetHeader, 
  SheetTitle  } from "@/components/ui/sheet";

import { useCreateTransaction } from "@/features/transactions/api/use-create-transaction";
import { useGetCategories } from "@/features/categories/api/use-get-categories";
import { useCreateCategory } from "@/features/categories/api/use-create-category";
import { useCreateAccount } from "@/features/accounts/api/use-create-account";
import { useGetAccounts } from "@/features/accounts/api/use-get-accounts";
import { TransactionForm } from "./transaction-form";
import { Loader2 } from "lucide-react";

const formSchema = insertTransactionSchema.omit({
  id: true,
});

type FormValues = z.input<typeof formSchema>;

export  function NewTransactionSheet() {
    const { open, onClose } = useNewTransaction();

    const createMutation = useCreateTransaction();

    const categoryQuery = useGetCategories()
    const categoryMutation = useCreateCategory();
    const onCreateCategory = (name: string) => categoryMutation.mutate({ 
      name
    });
    const categoryOptions = (categoryQuery.data ?? []).map((category) => ({
      label: category.name,
      value: category.id,
    }))

    const accoutQuery = useGetAccounts()
    const accountMutation = useCreateAccount();
    const onCreateAccount = (name: string) => accountMutation.mutate({ 
      name
    });
    const accountOptions = (accoutQuery.data ?? []).map((account)=> ({
      label: account.name,
      value: account.id,
    }))

    const isPending =
      createMutation.isPending ||
      categoryMutation.isPending ||
      accountMutation.isPending;
    
    const isLoading =
      categoryQuery.isLoading ||
      accoutQuery.isLoading;

    const onSubmit = (values: FormValues)=> {
      createMutation.mutate(values,{
        onSuccess: ()=>{
          onClose();
        }
      });
    };

    return (
      <Sheet open={open} onOpenChange={onClose}>
        <SheetContent className="space-y-4">
          <SheetHeader>
            <SheetTitle>New Transaction</SheetTitle>
            <SheetDescription>
              Create a new transaction to track your finances.
            </SheetDescription>
          </SheetHeader>
          {isLoading
            ? (
              <div className="absolute inset-0 flex items-center justify-center">
                <Loader2 className="size-4 text-muted-foreground animate-spin" />
              </div>
            )
            :(
              <TransactionForm 
                onSubmit={onSubmit}
                disabled={isPending}
                categoryOptions={categoryOptions}
                onCreateCategory={onCreateCategory}
                accountOptions={accountOptions}
                onCreateAccount={onCreateAccount}
              />
            )
          }
        </SheetContent>
      </Sheet>
    );
  }

Add Some Functions

Modify lib/utils.ts

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...
export function convertAmountFromMiliunits(amount:number) {
  return amount / 1000;
}
export function convertAmountToMilliunits(amount:number){
  return Math.round( amount * 1000);
}

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