Ignore empty categories while importing (#789)

* Ignore empty categories while importing

* Review fixes

app/models/import.rb

@@ -11,6 +11,8 @@ class Import < ApplicationRecord
 
   scope :ordered, -> { order(created_at: :desc) }
 
+  FALLBACK_TRANSACTION_NAME = "Imported transaction"
+
   def publish_later
     ImportJob.perform_later(self)
   end
@@ -110,9 +112,9 @@ class Import < ApplicationRecord
       transactions = []
 
       csv.table.each do |row|
-        category = account.family.transaction_categories.find_or_initialize_by(name: row["category"])
+        category = account.family.transaction_categories.find_or_initialize_by(name: row["category"]) if row["category"].present?
         txn = account.transactions.build \
-          name: row["name"].presence || "Imported transaction",
+          name: row["name"].presence || FALLBACK_TRANSACTION_NAME,
           date: Date.iso8601(row["date"]),
           category: category,
           amount: BigDecimal(row["amount"]) * -1, # User inputs amounts with opposite signage of our internal representation

app/views/transactions/categories/_badge.html.erb

@@ -1,7 +1,7 @@
 <%# locals: (category:) %>
 <% category ||= null_category %>
 
-<span class="border text-sm font-medium px-2.5 py-1 rounded-full cursor-pointer content-center"
+<span class="border text-sm font-medium px-2.5 py-1 rounded-full content-center"
   style="
     background-color: color-mix(in srgb, <%= category.color %> 5%, white);
     border-color: color-mix(in srgb, <%= category.color %> 10%, white);

test/models/import/csv_test.rb

@@ -37,7 +37,7 @@ class Import::CsvTest < ActiveSupport::TestCase
   end
 
   test "csv with additional columns and empty values" do
-    csv = Import::Csv.new valid_csv_with_extra_column
+    csv = Import::Csv.new valid_csv_with_missing_data
     assert csv.valid?
   end
 

test/models/import_test.rb

@@ -39,7 +39,7 @@ class ImportTest < ActiveSupport::TestCase
   end
 
   test "publishes a valid import" do
-    assert_difference "Transaction.count", 2 do
+    assert_difference -> { Transaction::Category.count } => 2, -> { Transaction.count } => 2 do
       @loaded_import.publish
     end
 
@@ -48,6 +48,19 @@ class ImportTest < ActiveSupport::TestCase
     assert @loaded_import.complete?
   end
 
+  test "publishes a valid import with missing data" do
+    @empty_import.update! raw_csv_str: valid_csv_with_missing_data
+    assert_difference -> { Transaction::Category.count } => 1, -> { Transaction.count } => 2 do
+      @empty_import.publish
+    end
+
+    assert_not_nil Transaction.find_sole_by(name: Import::FALLBACK_TRANSACTION_NAME)
+
+    @empty_import.reload
+
+    assert @empty_import.complete?
+  end
+
   test "failed publish results in error status" do
     @empty_import.update! raw_csv_str: valid_csv_with_invalid_values
 

test/support/import_test_helper.rb

@@ -14,11 +14,11 @@ module ImportTestHelper
     ROWS
   end
 
-  def valid_csv_with_extra_column
+  def valid_csv_with_missing_data
     <<-ROWS
       date,name,category,"optional id",amount
-      2024-01-01,Starbucks drink,Food,1234,20
-      2024-01-02,Amazon stuff,Shopping,,200
+      2024-01-01,Drink,Food,1234,200
+      2024-01-02,,,,100
     ROWS
   end