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