Files
sure/app/models/rule_import.rb
soky srm e1ff6d46ee Make categories global (#1160)
* 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
2026-03-11 15:54:01 +01:00

329 lines
9.3 KiB
Ruby

class RuleImport < Import
def import!
transaction do
rows.each do |row|
create_or_update_rule_from_row(row)
end
end
end
def column_keys
%i[name resource_type active effective_date conditions actions]
end
def required_column_keys
%i[resource_type conditions actions]
end
def mapping_steps
[]
end
def dry_run
{ rules: rows_count }
end
def csv_template
csv_string = CSV.generate do |csv|
csv << %w[name resource_type* active effective_date conditions* actions*]
csv << [
"Categorize groceries",
"transaction",
"true",
"2024-01-01",
'[{"condition_type":"transaction_name","operator":"like","value":"grocery"}]',
'[{"action_type":"set_transaction_category","value":"Groceries"}]'
]
csv << [
"Auto-categorize transactions",
"transaction",
"true",
"",
'[{"condition_type":"transaction_name","operator":"like","value":"amazon"}]',
'[{"action_type":"auto_categorize"}]'
]
end
CSV.parse(csv_string, headers: true)
end
def generate_rows_from_csv
rows.destroy_all
csv_rows.each do |row|
normalized_row = normalize_rule_row(row)
rows.create!(
name: normalized_row[:name].to_s.strip,
resource_type: normalized_row[:resource_type].to_s.strip,
active: parse_boolean(normalized_row[:active]),
effective_date: normalized_row[:effective_date].to_s.strip,
conditions: normalized_row[:conditions].to_s.strip,
actions: normalized_row[:actions].to_s.strip,
currency: default_currency
)
end
end
def parsed_csv
@parsed_csv ||= Import.parse_csv_str(raw_file_str, col_sep: col_sep)
end
private
def normalize_rule_row(row)
fields = row.fields
name, resource_type, active, effective_date = fields[0..3]
conditions, actions = extract_conditions_and_actions(fields[4..])
{
name: row["name"].presence || name,
resource_type: row["resource_type"].presence || resource_type,
active: row["active"].presence || active,
effective_date: row["effective_date"].presence || effective_date,
conditions: conditions,
actions: actions
}
end
def extract_conditions_and_actions(fragments)
pieces = Array(fragments).compact
return [ "", "" ] if pieces.empty?
combined = pieces.join(col_sep)
# If the CSV was split incorrectly because of unescaped quotes in the JSON
# payload, re-assemble the last two logical columns by splitting on the
# boundary between the two JSON arrays: ...]","[...
parts = combined.split(/(?<=\])"\s*,\s*"(?=\[)/, 2)
parts = [ pieces[0], pieces[1] ] if parts.length < 2
parts.map do |part|
next "" unless part
# Remove any stray leading/trailing quotes left from CSV parsing
part.to_s.strip.gsub(/\A"+|"+\z/, "")
end
end
def create_or_update_rule_from_row(row)
rule_name = row.name.to_s.strip.presence
resource_type = row.resource_type.to_s.strip
# Validate resource type
unless resource_type == "transaction"
errors.add(:base, "Unsupported resource type: #{resource_type}")
raise ActiveRecord::RecordInvalid.new(self)
end
# Parse conditions and actions from JSON
begin
conditions_data = parse_json_safely(row.conditions, "conditions")
actions_data = parse_json_safely(row.actions, "actions")
rescue JSON::ParserError => e
errors.add(:base, "Invalid JSON in conditions or actions: #{e.message}")
raise ActiveRecord::RecordInvalid.new(self)
end
# Validate we have at least one action
if actions_data.empty?
errors.add(:base, "Rule must have at least one action")
raise ActiveRecord::RecordInvalid.new(self)
end
# Find or create rule
rule = if rule_name.present?
family.rules.find_or_initialize_by(name: rule_name, resource_type: resource_type)
else
family.rules.build(resource_type: resource_type)
end
rule.active = row.active || false
rule.effective_date = parse_date(row.effective_date)
# Clear existing conditions and actions
rule.conditions.destroy_all
rule.actions.destroy_all
# Create conditions
conditions_data.each do |condition_data|
build_condition(rule, condition_data)
end
# Create actions
actions_data.each do |action_data|
build_action(rule, action_data)
end
rule.save!
end
def build_condition(rule, condition_data, parent: nil)
condition_type = condition_data["condition_type"]
operator = condition_data["operator"]
value = resolve_import_condition_value(condition_data)
condition = if parent
parent.sub_conditions.build(
condition_type: condition_type,
operator: operator,
value: value
)
else
rule.conditions.build(
condition_type: condition_type,
operator: operator,
value: value
)
end
# Handle compound conditions with sub_conditions
if condition_data["sub_conditions"].present?
condition_data["sub_conditions"].each do |sub_condition_data|
build_condition(rule, sub_condition_data, parent: condition)
end
end
condition
end
def build_action(rule, action_data)
action_type = action_data["action_type"]
value = resolve_import_action_value(action_data)
rule.actions.build(
action_type: action_type,
value: value
)
end
def resolve_import_condition_value(condition_data)
condition_type = condition_data["condition_type"]
value = condition_data["value"]
return value unless value.present?
# Map category names to UUIDs
if condition_type == "transaction_category"
category = family.categories.find_by(name: value)
unless category
category = family.categories.create!(
name: value,
color: Category::UNCATEGORIZED_COLOR,
lucide_icon: "shapes"
)
end
return category.id
end
# Map merchant names to UUIDs
if condition_type == "transaction_merchant"
merchant = family.merchants.find_by(name: value)
unless merchant
merchant = family.merchants.create!(name: value)
end
return merchant.id
end
value
end
def resolve_import_action_value(action_data)
action_type = action_data["action_type"]
value = action_data["value"]
return value unless value.present?
# Map category names to UUIDs
if action_type == "set_transaction_category"
category = family.categories.find_by(name: value)
# Create category if it doesn't exist
unless category
category = family.categories.create!(
name: value,
color: Category::UNCATEGORIZED_COLOR,
lucide_icon: "shapes"
)
end
return category.id
end
# Map merchant names to UUIDs
if action_type == "set_transaction_merchant"
merchant = family.merchants.find_by(name: value)
# Create merchant if it doesn't exist
unless merchant
merchant = family.merchants.create!(name: value)
end
return merchant.id
end
# Map tag names to UUIDs
if action_type == "set_transaction_tags"
tag = family.tags.find_by(name: value)
# Create tag if it doesn't exist
unless tag
tag = family.tags.create!(name: value)
end
return tag.id
end
value
end
def parse_boolean(value)
return true if value.to_s.downcase.in?(%w[true 1 yes y])
return false if value.to_s.downcase.in?(%w[false 0 no n])
false
end
def parse_date(value)
return nil if value.blank?
Date.parse(value.to_s)
rescue ArgumentError
nil
end
def parse_json_safely(json_string, field_name)
return [] if json_string.blank?
# Clean up the JSON string - remove extra escaping that might come from CSV parsing
cleaned = json_string.to_s.strip
# Remove surrounding quotes if present (both single and double)
cleaned = cleaned.gsub(/\A["']+|["']+\z/, "")
# Handle multiple levels of escaping iteratively
# Keep unescaping until no more changes occur
loop do
previous = cleaned.dup
# Unescape quotes - handle patterns like \" or \\\" or \\\\\" etc.
# Replace any number of backslashes followed by a quote with just a quote
cleaned = cleaned.gsub(/\\+"/, '"')
cleaned = cleaned.gsub(/\\+'/, "'")
# Unescape backslashes (\\\\ becomes \)
cleaned = cleaned.gsub(/\\\\/, "\\")
break if cleaned == previous
end
# Handle unicode escapes like \u003e (but only if not over-escaped)
# Try to find and decode unicode escapes
cleaned = cleaned.gsub(/\\u([0-9a-fA-F]{4})/i) do |match|
code_point = $1.to_i(16)
[ code_point ].pack("U")
rescue
match # If decoding fails, keep the original
end
# Try parsing
JSON.parse(cleaned)
rescue JSON::ParserError => e
raise JSON::ParserError.new("Invalid JSON in #{field_name}: #{e.message}. Raw value: #{json_string.inspect}")
end
end