From d0b0097032d86ea695de1a9c4c69b38c1df94511 Mon Sep 17 00:00:00 2001
From: Stevan Freeborn <65925598+StevanFreeborn@users.noreply.github.com>
Date: Tue, 24 Feb 2026 06:52:13 -0600
Subject: [PATCH] feat(web): handle adding accounts to institution

---
 .../src/services/institutionService.ts        |  38 +++
 src/FiscalOS.Web/src/views/HomeView.vue       | 300 +++++++++++-------
 2 files changed, 215 insertions(+), 123 deletions(-)

diff --git a/src/FiscalOS.Web/src/services/institutionService.ts b/src/FiscalOS.Web/src/services/institutionService.ts
index 916848c..3d89ec9 100644
--- a/src/FiscalOS.Web/src/services/institutionService.ts
+++ b/src/FiscalOS.Web/src/services/institutionService.ts
@@ -21,12 +21,16 @@ export interface IInstitutionService {
   createLinkToken: () => Promise<Result<LinkTokenResponse, Error[]>>;
   connect: (publicToken: string, plaidInstitutionId: string) => Promise<Result<boolean, Error[]>>;
   getInstitutions: () => Promise<Result<Institution[], Error[]>>;
+  getAvailableAccounts: (institutionId: string) => Promise<Result<AvailableAccount[], Error[]>>;
 }
 
 export class InstitutionService implements IInstitutionService {
   private readonly client: IClient;
   private readonly endpoints = {
     link: '/api/institutions/link',
+    available(id: string) {
+      return `/api/institutions/${id}/available`;
+    },
     connect: '/api/institutions/connect',
     institutions: '/api/institutions',
   };
@@ -105,13 +109,47 @@ export class InstitutionService implements IInstitutionService {
       return Err([new Error('Failed to get institutions')]);
     }
   }
+
+  async getAvailableAccounts(institutionId: string) {
+    const request = new ClientRequest(this.endpoints.available(institutionId));
+
+    try {
+      const res = await this.client.get(request);
+
+      if (res.ok === false) {
+        return Err([new Error('Failed to get available accounts')]);
+      }
+
+      const data = await res.json();
+
+      return Ok(data.accounts as AvailableAccount[]);
+    } catch (e) {
+      console.error(e);
+      return Err([new Error('Failed to get available accounts')]);
+    }
+  }
 }
 
 type LinkTokenResponse = {
   linkToken: string;
 };
 
+type Account = {
+  id: string;
+  name: string;
+}
+
 export type Institution = {
   id: string;
   name: string;
+  accounts: Account[];
+};
+
+export type AvailableAccount = {
+  providerInstitutionId: string;
+  providerId: string;
+  providerName: string;
+  currentBalance: number;
+  availableBalance: number;
+  currencyCode: string;
 };
diff --git a/src/FiscalOS.Web/src/views/HomeView.vue b/src/FiscalOS.Web/src/views/HomeView.vue
index 4deddcf..764b903 100644
--- a/src/FiscalOS.Web/src/views/HomeView.vue
+++ b/src/FiscalOS.Web/src/views/HomeView.vue
@@ -1,156 +1,210 @@
 <script setup lang="ts">
-  import { useInstitutionService } from '@/composables/useInstitutionService';
-  import type { Institution } from '@/services/institutionService';
-  import { useUserStore } from '@/stores/userStore';
-  import { usePlaidLink, type PlaidLinkOptions } from '@jcss/vue-plaid-link';
-  import { nextTick, ref, watch } from 'vue';
+import { useInstitutionService } from '@/composables/useInstitutionService';
+import type { AvailableAccount, Institution } from '@/services/institutionService';
+import { useUserStore } from '@/stores/userStore';
+import { usePlaidLink, type PlaidLinkOptions } from '@jcss/vue-plaid-link';
+import { nextTick, ref, watch } from 'vue';
 
-  const userStore = useUserStore();
-  const institutionService = useInstitutionService(userStore);
+const userStore = useUserStore();
+const institutionService = useInstitutionService(userStore);
 
-  type InstitutionData =
-    | {
-        status: 'loading';
-      }
-    | { status: 'loaded'; data: Institution[] }
-    | { status: 'errored'; errors: Error[] };
+type InstitutionData =
+  | {
+    status: 'loading';
+  }
+  | { status: 'loaded'; data: Institution[] }
+  | { status: 'errored'; errors: Error[] };
 
-  const institutionsData = ref<InstitutionData>({ status: 'loading' });
+const institutionsData = ref<InstitutionData>({ status: 'loading' });
 
-  const plaidOptions = ref<PlaidLinkOptions>({
-    token: '',
-    onSuccess: async (publicToken, metadata) => {
-      if (metadata.institution == null) {
-        alert('Institution information is missing from Plaid response. Please try again.');
-        return;
-      }
-
-      const connectResult = await institutionService.connect(
-        publicToken,
-        metadata.institution.institution_id
-      );
-
-      if (connectResult.err) {
-        alert(connectResult.val.map(e => e.message).join('\n'));
-        return;
-      }
-
-      institutionsData.value = { status: 'loading' };
-    },
-    onLoad: () => console.log('loaded'),
-    onExit: () => console.log('exit'),
-  });
-  const { open } = usePlaidLink(plaidOptions);
-
-  watch(
-    institutionsData,
-    async data => {
-      if (data.status !== 'loading') {
-        return;
-      }
-
-      const institutionsResult = await institutionService.getInstitutions();
-
-      if (institutionsResult.err) {
-        institutionsData.value = {
-          status: 'errored',
-          errors: institutionsResult.val,
-        };
-
-        return;
-      }
-
-      institutionsData.value = {
-        status: 'loaded',
-        data: institutionsResult.val,
-      };
-    },
-    { immediate: true }
-  );
-
-  async function handleAddInstitutionClick() {
-    const linkTokenResult = await institutionService.createLinkToken();
-
-    if (linkTokenResult.err) {
-      alert(linkTokenResult.val.map(e => e.message).join('\n'));
+const plaidOptions = ref<PlaidLinkOptions>({
+  token: '',
+  onSuccess: async (publicToken, metadata) => {
+    if (metadata.institution == null) {
+      alert('Institution information is missing from Plaid response. Please try again.');
       return;
     }
 
-    plaidOptions.value = {
-      ...plaidOptions.value,
-      token: linkTokenResult.val.linkToken,
+    const connectResult = await institutionService.connect(
+      publicToken,
+      metadata.institution.institution_id
+    );
+
+    if (connectResult.err) {
+      alert(connectResult.val.map(e => e.message).join('\n'));
+      return;
+    }
+
+    institutionsData.value = { status: 'loading' };
+  },
+  onLoad: () => console.log('loaded'),
+  onExit: () => console.log('exit'),
+});
+
+const { open } = usePlaidLink(plaidOptions);
+
+watch(
+  institutionsData,
+  async data => {
+    if (data.status !== 'loading') {
+      return;
+    }
+
+    const institutionsResult = await institutionService.getInstitutions();
+
+    if (institutionsResult.err) {
+      institutionsData.value = {
+        status: 'errored',
+        errors: institutionsResult.val,
+      };
+
+      return;
+    }
+
+    institutionsData.value = {
+      status: 'loaded',
+      data: institutionsResult.val,
     };
+  },
+  { immediate: true }
+);
 
-    await nextTick();
+async function handleAddInstitutionClick() {
+  const linkTokenResult = await institutionService.createLinkToken();
 
-    open();
+  if (linkTokenResult.err) {
+    alert(linkTokenResult.val.map(e => e.message).join('\n'));
+    return;
   }
+
+  plaidOptions.value = {
+    ...plaidOptions.value,
+    token: linkTokenResult.val.linkToken,
+  };
+
+  await nextTick();
+
+  open();
+}
+
+const targetInstitutionOfAdd = ref<Institution | null>(null);
+const availableAccounts = ref<AvailableAccount[]>([]);
+const targetAccountOfAdd = ref<AvailableAccount | null>(null);
+
+async function handleAddAccountClick(institution: Institution) {
+  const accountsResult = await institutionService.getAvailableAccounts(institution.id);
+
+  if (accountsResult.err) {
+    alert('Failed to retrieve accounts to add');
+    return;
+  }
+
+  availableAccounts.value = accountsResult.val;
+  targetInstitutionOfAdd.value = institution;
+}
+
+async function handleAccountAddClick() {
+  if (targetAccountOfAdd.value === null) {
+    return;
+  }
+
+  const request = {
+    plaidInstitutionId: targetAccountOfAdd.value.providerInstitutionId,
+    plaidAccountId: targetAccountOfAdd.value.providerId,
+    plaidAccountName: targetAccountOfAdd.value.providerName,
+    accountAvailableBalance: targetAccountOfAdd.value.availableBalance,
+    accountCurrencyCode: targetAccountOfAdd.value.currencyCode,
+  };
+
+  try {
+    const res = await fetch('/api/accounts', {
+      method: 'POST',
+      credentials: 'include',
+      headers: {
+        'Content-Type': 'application/json',
+        Authorization: `Bearer ${userStore.user?.token}`,
+      },
+      body: JSON.stringify(request),
+    });
+
+    if (res.ok === false) {
+      alert('Add failed');
+      return;
+    }
+
+    targetInstitutionOfAdd.value = null;
+    institutionsData.value = { status: 'loading' };
+  } catch (error) {
+    console.error(error);
+  }
+}
 </script>
 
 <template>
   <div>
-    <button
-      class="add-institution-button"
-      type="button"
-      @click="handleAddInstitutionClick"
-    >
+    <button class="add-institution-button" type="button" @click="handleAddInstitutionClick">
       Add Institution
     </button>
   </div>
-  <div
-    v-if="institutionsData.status === 'loaded'"
-    class="institutions-container"
-  >
-    <div
-      class="institution-card"
-      v-for="institution in institutionsData.data"
-      v-bind:key="institution.id"
-    >
-      <div>
-        <div>{{ institution.name }}</div>
+  <div v-if="institutionsData.status === 'loaded'" class="institutions-container">
+    <div v-for="institution in institutionsData.data" v-bind:key="institution.id">
+      <div class="institution-card">
+        <div>
+          <div>{{ institution.name }}</div>
+        </div>
+        <div>
+          <button class="add-account-button" type="button" @click="handleAddAccountClick(institution)">
+            Add Account
+          </button>
+        </div>
       </div>
-      <div>
-        <button
-          class="add-account-button"
-          type="button"
-        >
-          Add Account
+      <div v-if="targetInstitutionOfAdd != null && targetInstitutionOfAdd.id === institution.id">
+        <select v-model="targetAccountOfAdd">
+          <option v-for="account in availableAccounts" v-bind:key="account.providerId" :value="account">
+            {{ account.providerName }}
+          </option>
+        </select>
+        <button type="button" @click="handleAccountAddClick">
+          Add
         </button>
       </div>
+      <div v-for="accounts in institution.accounts" v-bind:key="accounts.id">
+        <div>{{ accounts.name }}</div>
+      </div>
     </div>
   </div>
   <div v-if="institutionsData.status === 'errored'">Failed to load institutions</div>
 </template>
 
 <style scoped>
-  .institutions-container {
-    display: flex;
-    flex-direction: column;
-    gap: 0.5rem;
-    padding: 1rem;
-  }
+.institutions-container {
+  display: flex;
+  flex-direction: column;
+  gap: 0.5rem;
+  padding: 1rem;
+}
 
-  .institution-card {
-    display: flex;
-    align-items: center;
-    padding: 1rem;
-    border-radius: 0.25rem;
-    background: var(--bg-surface);
-  }
+.institution-card {
+  display: flex;
+  align-items: center;
+  padding: 1rem;
+  border-radius: 0.25rem;
+  background: var(--bg-surface);
+}
 
-  .institution-card > div {
-    flex: 1;
-  }
+.institution-card>div {
+  flex: 1;
+}
 
-  .institution-card > div:last-of-type {
-    display: flex;
-    justify-content: flex-end;
-  }
+.institution-card>div:last-of-type {
+  display: flex;
+  justify-content: flex-end;
+}
 
-  .add-institution-button,
-  .add-account-button {
-    background: var(--bg-element);
-    padding: 0.25rem 0.5rem;
-    border-radius: 0.25rem;
-  }
+.add-institution-button,
+.add-account-button {
+  background: var(--bg-element);
+  padding: 0.25rem 0.5rem;
+  border-radius: 0.25rem;
+}
 </style>