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Support category .csv import (#326)
* Allow category imports to set icons * Linter * Update category import description in English locale Signed-off-by: Juan José Mata <juanjo.mata@gmail.com> * Rename icon in CSV header to `lucide-icon` * Make sure we export the icon while we're at this --------- Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
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86
app/models/category_import.rb
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86
app/models/category_import.rb
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class CategoryImport < Import
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def import!
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transaction do
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rows.each do |row|
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category_name = row.name.to_s.strip
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category = family.categories.find_or_initialize_by(name: category_name)
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category.color = row.category_color.presence || category.color || Category::UNCATEGORIZED_COLOR
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category.classification = row.category_classification.presence || category.classification || "expense"
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category.lucide_icon = row.category_icon.presence || category.lucide_icon || "shapes"
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category.parent = nil
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category.save!
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ensure_placeholder_category(row.category_parent)
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end
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rows.each do |row|
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category = family.categories.find_by!(name: row.name.to_s.strip)
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parent = ensure_placeholder_category(row.category_parent)
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if parent && parent == category
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errors.add(:base, "Category '#{category.name}' cannot be its own parent")
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raise ActiveRecord::RecordInvalid.new(self)
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end
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next if category.parent == parent
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category.update!(parent: parent)
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end
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end
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end
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def column_keys
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%i[name category_color category_parent category_classification category_icon]
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end
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def required_column_keys
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%i[name]
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end
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def mapping_steps
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[]
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end
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def dry_run
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{ categories: rows.count }
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end
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def csv_template
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template = <<-CSV
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name*,color,parent_category,classification,lucide-icon
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Food & Drink,#f97316,,expense,carrot
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Groceries,#407706,Food & Drink,expense,shopping-basket
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Salary,#22c55e,,income,briefcase
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CSV
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CSV.parse(template, headers: true)
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end
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def generate_rows_from_csv
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rows.destroy_all
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csv_rows.each do |row|
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rows.create!(
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name: row["name"].to_s.strip,
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category_color: row["color"].to_s.strip,
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category_parent: row["parent_category"].to_s.strip,
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category_classification: row["classification"].to_s.strip,
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category_icon: (row["lucide-icon"].presence || row["icon"]).to_s.strip,
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currency: default_currency
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)
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end
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end
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private
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def ensure_placeholder_category(name)
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trimmed_name = name.to_s.strip
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return if trimmed_name.blank?
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family.categories.find_or_create_by!(name: trimmed_name) do |placeholder|
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placeholder.color = Category::UNCATEGORIZED_COLOR
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placeholder.classification = "expense"
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placeholder.lucide_icon = "shapes"
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end
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end
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end
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