class CategoryImport < Import def import! transaction do rows.each do |row| category_name = row.name.to_s.strip category = family.categories.find_or_initialize_by(name: category_name) category.color = row.category_color.presence || category.color || Category::UNCATEGORIZED_COLOR category.classification = row.category_classification.presence || category.classification || "expense" category.lucide_icon = row.category_icon.presence || category.lucide_icon || "shapes" category.parent = nil category.save! ensure_placeholder_category(row.category_parent) end rows.each do |row| category = family.categories.find_by!(name: row.name.to_s.strip) parent = ensure_placeholder_category(row.category_parent) if parent && parent == category errors.add(:base, "Category '#{category.name}' cannot be its own parent") raise ActiveRecord::RecordInvalid.new(self) end next if category.parent == parent category.update!(parent: parent) end end end def column_keys %i[name category_color category_parent category_classification category_icon] end def required_column_keys %i[name] end def mapping_steps [] end def dry_run { categories: rows_count } end def csv_template template = <<-CSV name*,color,parent_category,classification,lucide_icon Food & Drink,#f97316,,expense,carrot Groceries,#407706,Food & Drink,expense,shopping-basket Salary,#22c55e,,income,briefcase CSV CSV.parse(template, headers: true) end def generate_rows_from_csv rows.destroy_all validate_required_headers! name_header = header_for("name") color_header = header_for("color") parent_header = header_for("parent_category", "parent category") classification_header = header_for("classification") icon_header = header_for("lucide_icon", "lucide icon", "icon") csv_rows.each do |row| rows.create!( name: row[name_header].to_s.strip, category_color: row[color_header].to_s.strip, category_parent: row[parent_header].to_s.strip, category_classification: row[classification_header].to_s.strip, category_icon: row[icon_header].to_s.strip, currency: default_currency ) end end private def validate_required_headers! missing_headers = required_column_keys.map(&:to_s).reject { |key| header_for(key).present? } return if missing_headers.empty? errors.add(:base, "Missing required columns: #{missing_headers.join(', ')}") raise ActiveRecord::RecordInvalid.new(self) end def header_for(*candidates) candidates.each do |candidate| normalized = normalize_header(candidate) header = normalized_headers[normalized] return header if header.present? end nil end def normalized_headers @normalized_headers ||= csv_headers.to_h { |header| [ normalize_header(header), header ] } end def normalize_header(header) header.to_s.strip.downcase.gsub(/\*/, "").gsub(/[\s-]+/, "_") end def ensure_placeholder_category(name) trimmed_name = name.to_s.strip return if trimmed_name.blank? family.categories.find_or_create_by!(name: trimmed_name) do |placeholder| placeholder.color = Category::UNCATEGORIZED_COLOR placeholder.classification = "expense" placeholder.lucide_icon = "shapes" end end end