Files
sure/app/models/category_import.rb
Juan José Mata 65bd9e813a Support category .csv import (#326)
* Allow category imports to set icons

* Linter

* Update category import description in English locale

Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>

* Rename icon in CSV header to `lucide-icon`

* Make sure we export the icon while we're at this

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Signed-off-by: Juan José Mata <juanjo.mata@gmail.com>
2025-11-15 19:00:52 +01:00

87 lines
2.4 KiB
Ruby

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
csv_rows.each do |row|
rows.create!(
name: row["name"].to_s.strip,
category_color: row["color"].to_s.strip,
category_parent: row["parent_category"].to_s.strip,
category_classification: row["classification"].to_s.strip,
category_icon: (row["lucide-icon"].presence || row["icon"]).to_s.strip,
currency: default_currency
)
end
end
private
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