diff --git a/app/models/account.rb b/app/models/account.rb index bef15abf..7b86a88e 100644 --- a/app/models/account.rb +++ b/app/models/account.rb @@ -32,6 +32,11 @@ class Account < ApplicationRecord accepts_nested_attributes_for :accountable, update_only: true + def institution_domain + return nil unless plaid_account&.plaid_item&.institution_url.present? + URI.parse(plaid_account.plaid_item.institution_url).host.gsub(/^www\./, "") + end + class << self def by_group(period: Period.all, currency: Money.default_currency.iso_code) grouped_accounts = { assets: ValueGroup.new("Assets", currency), liabilities: ValueGroup.new("Liabilities", currency) } diff --git a/app/models/plaid_item.rb b/app/models/plaid_item.rb index db6683d4..370493ca 100644 --- a/app/models/plaid_item.rb +++ b/app/models/plaid_item.rb @@ -62,6 +62,20 @@ class PlaidItem < ApplicationRecord item = plaid_provider.get_item(access_token).item update!(available_products: item.available_products, billed_products: item.billed_products) + # Fetch and store institution details + if item.institution_id.present? + begin + institution = plaid_provider.get_institution(item.institution_id) + update!( + institution_id: item.institution_id, + institution_url: institution.institution.url, + institution_color: institution.institution.primary_color + ) + rescue Plaid::ApiError => e + Rails.logger.warn("Error fetching institution details for item #{id}: #{e.message}") + end + end + fetched_accounts = plaid_provider.get_item_accounts(self).accounts data[:accounts] = fetched_accounts || [] diff --git a/app/models/provider/plaid.rb b/app/models/provider/plaid.rb index f12a077d..33f7af2f 100644 --- a/app/models/provider/plaid.rb +++ b/app/models/provider/plaid.rb @@ -143,6 +143,17 @@ class Provider::Plaid response.liabilities end + def get_institution(institution_id) + request = Plaid::InstitutionsGetByIdRequest.new({ + institution_id: institution_id, + country_codes: country_codes, + options: { + include_optional_metadata: true + } + }) + client.institutions_get_by_id(request) + end + private TransactionSyncResponse = Struct.new :added, :modified, :removed, :cursor, keyword_init: true InvestmentsResponse = Struct.new :holdings, :transactions, :securities, keyword_init: true diff --git a/app/views/accounts/_account.html.erb b/app/views/accounts/_account.html.erb index 8fcee360..3fc486b9 100644 --- a/app/views/accounts/_account.html.erb +++ b/app/views/accounts/_account.html.erb @@ -3,9 +3,7 @@ <%= turbo_frame_tag dom_id(account) do %>