From 338374f831e2ef98a5fcda723db3ac3bb3c32321 Mon Sep 17 00:00:00 2001
From: AJ <ajisaacs27@gmail.com>
Date: Sat, 11 Oct 2025 20:53:46 -0400
Subject: [PATCH] Enhance card management with account linking and nicknames
MIME-Version: 1.0
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- Added account linking functionality to cards with dropdown selector
- Added optional nickname field for easier card identification
- Updated Cards list page to show linked accounts with badges
- Reorganized card display to show issuer and last4 together
- Include account relationship when loading cards

This allows cards to be properly associated with their bank accounts,
which is essential for the transaction import and categorization flow.

🤖 Generated with [Claude Code](https://claude.com/claude-code)

Co-Authored-By: Claude <noreply@anthropic.com>
---
 MoneyMap/Pages/Cards.cshtml       | 26 ++++++++++++++++++++++----
 MoneyMap/Pages/Cards.cshtml.cs    |  1 +
 MoneyMap/Pages/EditCard.cshtml    | 29 +++++++++++++++++++++++++++++
 MoneyMap/Pages/EditCard.cshtml.cs | 30 ++++++++++++++++++++++++++++--
 4 files changed, 80 insertions(+), 6 deletions(-)

diff --git a/MoneyMap/Pages/Cards.cshtml b/MoneyMap/Pages/Cards.cshtml
index 1f8b42d..d590113 100644
--- a/MoneyMap/Pages/Cards.cshtml
+++ b/MoneyMap/Pages/Cards.cshtml
@@ -39,9 +39,9 @@
                 <table class="table table-hover mb-0">
                     <thead>
                         <tr>
+                            <th>Card</th>
                             <th>Owner</th>
-                            <th>Issuer</th>
-                            <th>Last 4</th>
+                            <th>Linked Account</th>
                             <th class="text-end">Transactions</th>
                             <th style="width: 150px;">Actions</th>
                         </tr>
@@ -50,9 +50,27 @@
                         @foreach (var item in Model.Cards)
                         {
                             <tr>
+                                <td>
+                                    <div>
+                                        <strong>@item.Card.Issuer •••• @item.Card.Last4</strong>
+                                        @if (!string.IsNullOrEmpty(item.Card.Nickname))
+                                        {
+                                            <br />
+                                            <small class="text-muted">@item.Card.Nickname</small>
+                                        }
+                                    </div>
+                                </td>
                                 <td>@item.Card.Owner</td>
-                                <td>@item.Card.Issuer</td>
-                                <td>•••• @item.Card.Last4</td>
+                                <td>
+                                    @if (item.Card.Account != null)
+                                    {
+                                        <span class="badge bg-success">@item.Card.Account.DisplayLabel</span>
+                                    }
+                                    else
+                                    {
+                                        <span class="text-muted">None</span>
+                                    }
+                                </td>
                                 <td class="text-end">@item.TransactionCount</td>
                                 <td>
                                     <div class="d-flex gap-1">
diff --git a/MoneyMap/Pages/Cards.cshtml.cs b/MoneyMap/Pages/Cards.cshtml.cs
index a75ddb0..5708436 100644
--- a/MoneyMap/Pages/Cards.cshtml.cs
+++ b/MoneyMap/Pages/Cards.cshtml.cs
@@ -29,6 +29,7 @@ namespace MoneyMap.Pages
         public async Task OnGetAsync()
         {
             var cards = await _db.Cards
+                .Include(c => c.Account)
                 .OrderBy(c => c.Owner)
                 .ThenBy(c => c.Last4)
                 .ToListAsync();
diff --git a/MoneyMap/Pages/EditCard.cshtml b/MoneyMap/Pages/EditCard.cshtml
index cc12bfe..8bfa391 100644
--- a/MoneyMap/Pages/EditCard.cshtml
+++ b/MoneyMap/Pages/EditCard.cshtml
@@ -40,6 +40,33 @@
                         <div class="form-text">The last 4 digits of the card number</div>
                     </div>
 
+                    <div class="mb-3">
+                        <label asp-for="Card.Nickname" class="form-label">Nickname (Optional)</label>
+                        <input asp-for="Card.Nickname" class="form-control" placeholder="e.g., Personal Travel Card" />
+                        <span asp-validation-for="Card.Nickname" class="text-danger"></span>
+                        <div class="form-text">A friendly name to help identify this card</div>
+                    </div>
+
+                    <div class="mb-3">
+                        <label asp-for="Card.AccountId" class="form-label">Linked Account</label>
+                        <select asp-for="Card.AccountId" class="form-select">
+                            <option value="">-- No linked account --</option>
+                            @foreach (var account in Model.AvailableAccounts)
+                            {
+                                <option value="@account.Id">@account.DisplayLabel</option>
+                            }
+                        </select>
+                        <span asp-validation-for="Card.AccountId" class="text-danger"></span>
+                        <div class="form-text">
+                            Link this card to the bank account it draws from or pays to
+                            @if (!Model.AvailableAccounts.Any())
+                            {
+                                <br />
+                                <strong class="text-warning">No accounts available. <a asp-page="/EditAccount">Create one first</a>.</strong>
+                            }
+                        </div>
+                    </div>
+
                     <div class="d-flex gap-2">
                         <button type="submit" class="btn btn-primary">
                             @(Model.IsNewCard ? "Add Card" : "Save Changes")
@@ -61,6 +88,8 @@
                     <li><strong>Owner:</strong> Use the cardholder's name for easy identification</li>
                     <li><strong>Issuer:</strong> The bank or credit card company (e.g., Chase, Discover, Capital One)</li>
                     <li><strong>Last 4:</strong> These digits help match transactions to the correct card</li>
+                    <li><strong>Nickname:</strong> Optional friendly name like "Personal Travel Card" or "Business Card"</li>
+                    <li><strong>Linked Account:</strong> Link credit cards to their payment accounts, or debit cards to their checking accounts</li>
                     <li>Cards with transactions cannot be deleted, only edited</li>
                     <li>Auto-imported cards will have "Unknown" as the owner - update them here</li>
                 </ul>
diff --git a/MoneyMap/Pages/EditCard.cshtml.cs b/MoneyMap/Pages/EditCard.cshtml.cs
index c17d3e0..e36faf7 100644
--- a/MoneyMap/Pages/EditCard.cshtml.cs
+++ b/MoneyMap/Pages/EditCard.cshtml.cs
@@ -22,11 +22,15 @@ namespace MoneyMap.Pages
 
         public bool IsNewCard { get; set; }
 
+        public List<Account> AvailableAccounts { get; set; } = new();
+
         [TempData]
         public string? SuccessMessage { get; set; }
 
         public async Task<IActionResult> OnGetAsync(int? id)
         {
+            await LoadAvailableAccountsAsync();
+
             if (id.HasValue)
             {
                 var card = await _db.Cards.FindAsync(id.Value);
@@ -38,7 +42,9 @@ namespace MoneyMap.Pages
                     Id = card.Id,
                     Owner = card.Owner,
                     Issuer = card.Issuer,
-                    Last4 = card.Last4
+                    Last4 = card.Last4,
+                    Nickname = card.Nickname,
+                    AccountId = card.AccountId
                 };
 
                 IsNewCard = false;
@@ -56,6 +62,7 @@ namespace MoneyMap.Pages
             if (!ModelState.IsValid)
             {
                 IsNewCard = Card.Id == 0;
+                await LoadAvailableAccountsAsync();
                 return Page();
             }
 
@@ -66,7 +73,9 @@ namespace MoneyMap.Pages
                 {
                     Owner = Card.Owner.Trim(),
                     Issuer = Card.Issuer.Trim(),
-                    Last4 = Card.Last4.Trim()
+                    Last4 = Card.Last4.Trim(),
+                    Nickname = Card.Nickname?.Trim(),
+                    AccountId = Card.AccountId
                 };
 
                 _db.Cards.Add(card);
@@ -82,6 +91,8 @@ namespace MoneyMap.Pages
                 card.Owner = Card.Owner.Trim();
                 card.Issuer = Card.Issuer.Trim();
                 card.Last4 = Card.Last4.Trim();
+                card.Nickname = Card.Nickname?.Trim();
+                card.AccountId = Card.AccountId;
 
                 SuccessMessage = "Card updated successfully!";
             }
@@ -90,6 +101,14 @@ namespace MoneyMap.Pages
             return RedirectToPage("/Cards");
         }
 
+        private async Task LoadAvailableAccountsAsync()
+        {
+            AvailableAccounts = await _db.Accounts
+                .OrderBy(a => a.Institution)
+                .ThenBy(a => a.Last4)
+                .ToListAsync();
+        }
+
         public class CardEditModel
         {
             public int Id { get; set; }
@@ -106,6 +125,13 @@ namespace MoneyMap.Pages
             [StringLength(4, MinimumLength = 4, ErrorMessage = "Last 4 must be exactly 4 digits")]
             [RegularExpression(@"^\d{4}$", ErrorMessage = "Last 4 must be 4 digits")]
             public string Last4 { get; set; } = "";
+
+            [StringLength(50)]
+            [Display(Name = "Nickname (Optional)")]
+            public string? Nickname { get; set; }
+
+            [Display(Name = "Linked Account")]
+            public int? AccountId { get; set; }
         }
     }
 }
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