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* Make categories global This solves us A LOT of cash flow and budgeting problems. * Update schema.rb * Update auto_categorizer.rb * Update income_statement.rb * FIX budget sub-categories * FIX sub-categories and tests * Add 2 step migration
116 lines
3.1 KiB
Ruby
116 lines
3.1 KiB
Ruby
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.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_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,lucide_icon
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Food & Drink,#f97316,,carrot
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Groceries,#407706,Food & Drink,shopping-basket
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Salary,#22c55e,,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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validate_required_headers!
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name_header = header_for("name")
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color_header = header_for("color")
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parent_header = header_for("parent_category", "parent category")
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icon_header = header_for("lucide_icon", "lucide icon", "icon")
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csv_rows.each do |row|
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rows.create!(
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name: row[name_header].to_s.strip,
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category_color: row[color_header].to_s.strip,
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category_parent: row[parent_header].to_s.strip,
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category_icon: row[icon_header].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 validate_required_headers!
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missing_headers = required_column_keys.map(&:to_s).reject { |key| header_for(key).present? }
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return if missing_headers.empty?
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errors.add(:base, "Missing required columns: #{missing_headers.join(', ')}")
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raise ActiveRecord::RecordInvalid.new(self)
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end
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def header_for(*candidates)
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candidates.each do |candidate|
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normalized = normalize_header(candidate)
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header = normalized_headers[normalized]
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return header if header.present?
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end
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nil
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end
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def normalized_headers
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@normalized_headers ||= csv_headers.to_h { |header| [ normalize_header(header), header ] }
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end
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def normalize_header(header)
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header.to_s.strip.downcase.gsub(/\*/, "").gsub(/[\s-]+/, "_")
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end
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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.lucide_icon = "shapes"
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end
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end
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end
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