Settlement Transactions Dashboard

Welcome to the Settlement Transactions Dashboard application! This application allows users to view their transaction history with details such as amount, date, description, and status. The dashboard provides filtering and sorting functionalities for a seamless user experience.

Backend

Technologies Used

• Express.js: A minimal and flexible Node.js web application framework used for building the backend server.
• Supabase: An open-source alternative to Firebase providing a backend-as-a-service platform with features like database management and authentication.

Installation and Setup

1. Clone the backend repository:

   git clone <backend_repository_url>

2. Navigate to the backend directory:

   cd backend

3. Install dependencies:

   npm install

4. Create a .env file and configure Supabase credentials:

   SUPABASE_URL=<supabase_url>
   SUPABASE_KEY=<supabase_key>
   

5. Start the backend server:

   npm start

API Documentation

• GET /transactions: Fetches transaction data from the Supabase database.
  • Response Format:

    [
      {
        "id": 1,
        "amount": 100,
        "date": "2024-03-15",
        "description": "Purchase",
        "status": "settled",
        "transaction_id": "1234567890",
        "transaction_type": "debit",
        "currency": "USD",
        "merchant_name": "Example Merchant",
        "merchant_location": "Example Location",
        "payment_method": "Credit Card"
      },
      // More transactions...
    ]

Frontend

Technologies Used

• React: A JavaScript library for building user interfaces.
• TypeScript: A statically typed superset of JavaScript used for type-checking and improving code maintainability.
• Mantine: A React component library for building modern and accessible UIs.
• @mantine/react-table: A Mantine package providing table components for displaying data.

Installation and Setup

1. Clone the frontend repository:

   git clone <frontend_repository_url>

2. Navigate to the frontend directory:

   cd frontend

3. Install dependencies:

   npm install

4. Start the frontend development server:

   npm start

Usage

• Access the application in a web browser at http://localhost:3000.
• Use the dashboard to view transaction history, filter transactions, and sort them based on different criteria.

Adding Extra Columns

To add extra columns such as currency, merchant name, merchant location, and payment method to the frontend table, follow these steps:

1. Update the TransactionList.tsx component to include these additional columns.
2. Modify the columns definition in the useMemo hook to include the new columns.
3. Ensure that the transaction data fetched from the backend includes these additional fields.

Architecture and Design Choices

• Component Structure: The frontend follows a component-based architecture with components responsible for rendering different parts of the application.
• State Management: React's useState and useEffect hooks are used for managing state and handling side effects.
• UI Library: Mantine is chosen for building the UI components due to its modern design and accessibility features.

Assumptions Made During Development

• It is assumed that the backend server is running and serving transaction data correctly at the specified endpoint.
• The frontend assumes a stable internet connection and proper configuration to communicate with the backend.

Security and Efficiency

• Data Security: The application ensures data security by securely handling user data and communicating with the backend over HTTPS.
• Performance Optimization: Efforts have been made to optimize performance by minimizing unnecessary re-renders and using efficient data fetching techniques.