feat: Add institution details to Plaid items (#1816)

* feat: Add institution details to Plaid items

- Fetch and store institution URL, ID, and primary color for Plaid items
- Update PlaidItem model to retrieve and save institution metadata
- Add new method in Plaid provider to get institution details
- Update account logo view to use institution domain for logo generation

* Add institution domain method to Account model

- Extract institution domain logic from view to Account model
- Simplify logo view by using new institution_domain method
- Improve code reusability and separation of concerns

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) }

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 || []
 

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