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b39a08be6a
Category selection consistency: - DS::Select (shared component powering the main transaction form, transaction edit, bulk-update, and transfer category pickers) now indents subcategories with a corner-down-right icon, matching the existing transaction-row category dropdown. - Feed DS::Select-based category pickers with Category.alphabetically_by_hierarchy (parent name, then parent-before-children, then own name) so children render directly under their parent. - Added Category::Group.select_options, a shared helper producing parent-then-child ordered options (with an indent marker) for plain HTML <select> elements. Used by: - Rule builder category condition/action selects - Bulk 'categorize transactions' select - CSV/QIF import category mapping select - Grouped the splits category combobox and the transaction search category filter checklist the same way, both with the corner-down-right indent icon used elsewhere. Account selection: - Added searchable: true to the account select in the new/edit transaction form, matching the category and merchant selects next to it.
79 lines
2.2 KiB
Ruby
79 lines
2.2 KiB
Ruby
class Import::CategoryMapping < Import::Mapping
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class << self
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def mappables_by_key(import)
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unique_values = import.rows.map(&:category).uniq
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# For hierarchical QIF keys like "Home:Home Improvement", look up the child
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# name ("Home Improvement") since category names are unique per family.
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lookup_names = unique_values.map { |v| leaf_category_name(v) }
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categories = import.family.categories.where(name: lookup_names).index_by(&:name)
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unique_values.index_with { |value| categories[leaf_category_name(value)] }
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end
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private
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# Returns the leaf (child) name for a potentially hierarchical key.
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# "Home:Home Improvement" → "Home Improvement"
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# "Fees & Charges" → "Fees & Charges"
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def leaf_category_name(key)
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return "" if key.blank?
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parts = key.to_s.split(":", 2)
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parts.length == 2 ? parts[1].strip : key
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end
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end
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def selectable_values
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family_categories = Category::Group.select_options(import.family.categories)
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unless key.blank?
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family_categories.unshift [ "Add as new category", CREATE_NEW_KEY ]
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end
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family_categories
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end
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def requires_selection?
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false
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end
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def values_count
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import.rows.where(category: key).count
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end
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def mappable_class
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Category
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end
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def create_mappable!
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return unless creatable?
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parts = key.split(":", 2)
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if parts.length == 2
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parent_name = parts[0].strip
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child_name = parts[1].strip
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# Ensure the parent category exists before creating the child.
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parent = import.family.categories.find_or_create_by!(name: parent_name) do |cat|
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cat.color = Category::COLORS.sample
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cat.lucide_icon = Category.suggested_icon(parent_name)
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end
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self.mappable = import.family.categories.find_or_create_by!(name: child_name) do |cat|
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cat.parent = parent
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cat.color = parent.color
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cat.lucide_icon = Category.suggested_icon(child_name)
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end
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else
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self.mappable = import.family.categories.find_or_create_by!(name: key) do |cat|
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cat.color = Category::COLORS.sample
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cat.lucide_icon = Category.suggested_icon(key)
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end
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end
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save!
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end
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end
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