feat(web): handle adding accounts to institution

This commit is contained in:
Stevan Freeborn
2026-02-24 06:55:37 -06:00
parent 81c45350e8
commit d0b0097032
2 changed files with 215 additions and 123 deletions
@@ -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;
};
+73 -19
View File
@@ -1,6 +1,6 @@
<script setup lang="ts">
import { useInstitutionService } from '@/composables/useInstitutionService';
import type { Institution } from '@/services/institutionService';
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';
@@ -40,6 +40,7 @@
onLoad: () => console.log('loaded'),
onExit: () => console.log('exit'),
});
const { open } = usePlaidLink(plaidOptions);
watch(
@@ -85,39 +86,92 @@
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 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"
>
<button class="add-account-button" type="button" @click="handleAddAccountClick(institution)">
Add Account
</button>
</div>
</div>
<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>